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FVRG - I did not see anything about uplisting ... I don't recall all my DD from last year but just remember that at the time I liked what I saw in terms of the revenues and (huge) growth given the enterprise value (adjustment for debt which is significant).
They did mention some potential upcoming debt finaning...
My first purchase last September was at 53 cents ... I sold way too early on the run but got back in at $1.11.
Its a multi-level (pyramid) marketing company (like Amway). I'd much rather just be a silent shareholder than one of those annoying guys bugging all their friends to join.
For anyone interested, these are my top holdings (outside of my 401K plan ... I would not risk my retirement here!)
1. HHSE
2. V.MIN/EXMGF (still quite undervalued relative to V.CUV)
3. YLWWF/YLWDF
4. INO (will sell some on the next run, if it happens)
5. VRSEF
6. SAN
7. FVRG (would appreciate seconf pair of eyes on this one)
8. ADXS
9. NWBO
10. INTC
11. CMBPF (would appreciate second pair of eyes on this one!)
Yes, I think so ... if we are right, it looks like the market is wayyyy undervaluing ADXS which means that we are brilliantly ahead of the market in our thinking. Or we are suckers that are missing some deeper implications that are obvious to the real experts.
Having experienced the huge run in EXMGF recently, despite the previous positive metalurgy results (which is the most important factor for the pre-feasibility), the run on WNDEF after its downward spirial (for no reason, despite the good NPV numbers), etc ... I'm getting more confident that the market can indeed ignore fundamentals ... guess we'll see!
I have much more INO than ADXS (of course, INO has more than quadrupled so I've benefitted).
I've been torn about ADXS ... management has all the historical issues but I try not to forget that this does not change the science which for me has always been the most important factor.
I actually saw all the negativity last year as positive (as the science was unchanged) so I bought a few shares ... I'm down significantly overall, but I'm up 25% on those specific shares (of course, which is NOT a lot given the volatility!)
I have two main concerns about the science. (1) The India trial did not have a random control group. Thus the positive results could be a multitude of factors ... just thinking off my head an example would be the population is much younger in India and young people recover better than old people ... factors/biases such as this would be accounted for if there was a random control group. (2) The trial itself could be fraudulent... I saw an article that this has happened in the past (but seems quite rare).
If, however, the science is good I'm thinking we just need to wait for the trials to mature. If I recall, we have now sufficient funding so this should just take care of itself. Management might not negotiation the best terms but I think the low marketcap more than compensates for this.
I'd definitely like to hear your thoughts ... this area is also not my expertise so I could certainly be over-simplifying things.
I have much more INO than ADXS (of course, INO has more than quadrupled so I've benefitted).
I've been torn about ADXS ... management has all the historical issues but I try not to forget that this does not change the science which for me has always been the most important factor.
I actually saw all the negativity last year as positive (as the science was unchanged) so I bought a few shares ... I'm down significantly overall, but I'm up 25% on those specific shares (of course, which is NOT a lot given the volatility!)
I have two main concerns about the science. (1) The India trial did not have a random control group. Thus the positive results could be a multitude of factors ... just thinking off my head an example would be the population is much younger in India and young people recover better than old people ... factors/biases such as this would be accounted for if there was a random control group. (2) The trial itself could be fraudulent... I saw an article that this has happened in the past (but seems quite rare).
If, however, the science is good I'm thinking we just need to wait for the trials to mature. If I recall, we have now sufficient funding so this should just take care of itself. Management might not negotiation the best terms but I think the low marketcap more than compensates for this.
I'd definitely like to hear your thoughts ... this area is also not my expertise so I could certainly be over-simplifying things.
INO has a bigger pipeline which that article did not mention.
HHSE - Here are some of my thoughts about the very unique business case for VODWIZ and strategy ... I'm probably wrong about some of the specifics but I certainly hope they thinking VERY deeply about this stuff.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=96363668
I'm thinking, roughly, that for every person who would pay a fee (however low), at least 10-20 times more people would watch a movie for free. Once those folks see the quality, word spreads, etc, the freebies could then be scaled back to differentiate against netflix on lower price.
The important assumption for me here is that (quite unlike most other businesses) marginal/incremental cost is near zero. If the freebie was to mail an actual Blu-ray, for instance, then I'd be against it as this would be very costly. The free movie would cost near nothing, so why not cease this unique business situation and draw as much awareness as possible if it costs nothing? Keep in mind, nobody will have heard about VODWIZ, and will naturally question the streaming quality versus Netflix.
If, say, one of those additional 20 people converts to a paying customer, there would be double the base of paying users. The folks who would pay for content, will still pay for the content as they are unlikely paying for that one specific movie so nothing is lost!
Also, importantly, keep in mind the larger the base of subscribers, the easier it would be to attract more content which -- in turn -- would attract more subscribers.
It is the same logic why facebook/skype/google/amazon/itunes have such advantage ... it's not necessarily about being the best technology or service (although this certainly helps especially at the start), but eventually the size of network in-and-of-itself as an advantage ... at my company we refer to this competitive advantage as the 'network effect'.
Thinking longer-term, anything done now to grow the network of users and content will help tremendously in the future to guard against competition and perhaps even allow for higher margins.
They should definately offer free content, IMO. Driving traffic and getting critical mass/awareness is much more important to the longer term. People are cheap so a lot of folks would take advantage, I would think.
Perhaps have free a specific-title only for perhaps a limited period (Toys in the Attic??) or first-movie free (as they are doing). From there, advertise other content on the site.
Perhaps the role is for new customers/additional movies?
Ok, so back to our discussion regarding the timing of the blog, you no longer think the timing as some odd coincidence ... at least we can kill that topic!
OK, so you think the CES booth, Ingram micro annoucement, and twitter from NVDIA about Nuvola are part of a scam ... I tend to disagree but we'll see.
But given your thoughts, however, I still fail to see why you find the timing of this blog in-and-of-itself as being suspicious?
So then you are saying the upcoming launch of Nuvola is legit (backed by CES tradeshow, Ingram Micro annoucement etc)? ... ok good... I tend to agree! But if so, then why wouldn't this be a natural time for HHE to ramp-up preparations (and communications) for the event? Dont' see an issue...
They mentioned it mostly when they signed the deal and now they are mentioning it again near the launch of Nuvola... oh I get, the NTEK CES booth and Ingram Micro annoucement about the upcomgin launch was part of the intricate scam to provide an excuse for the blog post today!
Nice! Looks indeed that VODWIZ is to showcase 4K ... Welcome to early adopters seeking 4K content!
(A very nice customer niche given our very low marketcap!)
OK ... interesting business idea.
I took a very small position ... let's see what happens. Do you have a sell target?
And thanks for sharing...
Glen, to now, seems to be bang-on on Yellow Media ... my yellow warrants have tripled from last year but there seems a lot of room left to run. Has anyone else continued to follow/invest? ... I know some were investigating last year.
http://seekingalpha.com/article/1965851-yellow-medias-2014-hockey-stick-stock-price?source=email_rt_article_readmore
DC Dude ... I'd like to check it out ... what is the webpage?
Good article ... a couple of thoughts:
"It appears that investors are more enthusiastic with Inovio's electroporation platform given the difference in market capitalization"
Some of the differentiation might not be about the platform optimism but rather the breadth of INO's platform such as the universal flu vaccine, which was not mentioned.
[Also, there is the difference of management (which Malc had strong feelings about) so that coudl very well be a factor beyond the science itself.]
I still own both but just wanted to point that out...
PSMT ... got lucky that they annouced a new divy today (just bought yesterday)! I'm liking even more.... exposure to a high growth market and a dividend.
Just wish I never sold earlier..
http://ih.advfn.com/p.php?pid=nmona&article=60777621&symbol=PSMT
PriceSmart Announces Semi-Annual Dividend
SAN DIEGO, CA--(Marketwired - Jan 23, 2014) - PriceSmart, Inc. (NASDAQ: PSMT) today announced that its Board of Directors has declared cash dividends in the total amount of $0.70 per share, with $0.35 per share payable on February 28, 2014 to stockholders of record as of the close of business on February 14, 2014 and $0.35 per share payable on August 29, 2014 to stockholders of record as of the close of business on August 15, 2014. The Company anticipates the ongoing payment of semi-annual dividends in subsequent periods, although the actual declaration of future dividends, the amount of such dividends, and the establishment of record and payment dates is subject to final determination by the Board of Directors in its discretion, after its review of the Company's financial performance and anticipated capital requirements.
Specific movie ... what do you think would be a good revenue given HHSE market cap?
OK ... then back to my original question ... what do you think is a good size revenue given HHSE market cap?
If you are not much into numbers that's fine ...just let me know and I'll drop the question.
Jugy, if you are around I recall answering all your questions but you did not address a similar question, so I'd like your thoughts about this too!
I agree that HHSE marketcap is so low, any movie that does as good as Turtles is pretty substantial from an investor perspective! (That was your answer to my question, right?)
Given the accellerated release of movies, I like the chances... Mother Goose alone could be MUCH bigger than Turtles.
What do you consider a big movie, in terms of revenue, given HHSE marketcap?
PSMT ... took a nibble today!
I'm watching helplessly as EXMGF (MIN.V) trades on the Canadian markets today! Down 10% after being up 10% ... I'll see tomorrow if I missed an selling opportuntity or get some luck with a higher high.
Guess I'll be holding today!
Ok, now I blush!
You are right it's still below levels from not too long ago. With positive studies and financing etc its in a better position, (although commodity prices have not be favorable)... that's why I continue to hold most of my shares for a big payoff.
I will, however, continue to sell gradually if the trend continues and perhaps re-acquire if we get any substantial pullbacks.
Check out my post below ... yes, I bought quite a bit more at the bottom so because of my average-down I have an double overall.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=91887608
Thanks Malc ... I'm trying not to brag but its difficult. This was huge for me ... a quadruple on my 4th largest position.
Sold a bit more near the close (at the high) so I'm going to have to decide where to park these funds! I'm still holding 60% of my shares ...
Yes, you are finally starting to see the real picture ...
(lol).
EXMGF +294%! Sold a little more at 0.39 ...
It's tremendously low marketcap versus the 1B+ NPV (stockhouse is showing 19 Million market cap) ... permitting is a remaining issue but I understand they are in a near ideal location in this regard. Don't quote me but I think it is CUR that is a similar company (albeit at a later stage) but having problems with permits ... I understand the environmental situation is better for Excelsior, however, so a permit for CUR would be fantastic news.
I'll have to review the numbers and figure out the impact of the warrants ... I've been very busy and its been a long time since I reviewed the details but just watching the stock drop and the progress/financing I've benn quite confident it's undervalued ... but could eventually go to zero if no permit.
I sold about 15% of my shares at .29 cents to lock in some of the gains.
DC ... Don't forget to look in your rearview mirror ... EXMGF racing up fast +130% today ... been my wild card for 2-3 years now (wish it was 15 days like you!).
Actually, it might have been you that told me about it but its been so long I forget who on this board it was ... whoever/wherever you are ... thanks!
EXMGF ... pre-feasibility out!!! Marketcap 7 Million and NPV over a Billion! 60% IRR ...
http://ih.advfn.com/p.php?pid=nmona&article=60703769&symbol=EXMGF
Excelsior Releases Positive Prefeasibility Study Demonstrating $1.24 Billion Pre-Tax NPV & 59.7% Pre-Tax IRR for the Gunnison...
**
Harleyman - where's my EXMGF!? I can feel its going to take off finally this year (tingling in my right elbow) so please don't forget to include!
Company is worth not much relative to Lions Gate, or not much that you think HHSE is worth only a couple million?
So what do you think is a reasonable valuation for this 'nice little business'?
$5M
$10M
$25M
$50M
Yes, those numbers are all very small relative to the other studios but those same numbers are not at all small relative to the current share price!
Have to look at things from a relative perspective!
I'll feel vindicated on PLSB if/when some big sales growth is announced ... today's action perhaps a good sign and the recent Kroger announcement was good news so we'll see!
Thanks for the links ... tech looks pretty legit but I guess we'll know for certain in 4-6 weeks.
Do you think the Nuvola launch and VODWIZ delay are coordinated? ... VODWIZ to have 4K content? Sure woudl be nice ...