Rate cuts coming, risk on! eom

QMEI, thanks for sharing a very interesting company here, Potse! There might not be enough free floating shares to atract most investors, but I'm quite convinced these shares hold deep value and that's why insiders retain 93% of them.

At this point, the company has now advanced more cash than their market cap to BEZ.ax, for their gold purchase facility.

In this recent interview, the CEO explains his vertical integration strategy and intent to open a LBMA certified mint in a joint venture with the Malaysian government, and explains thats the reason for delaying his intended uplisting to NASDAQ:

Also, QMEI has just integrated their accounts with Visa:

เปิดตัวบัตร Gold Visa Card เพื่อเพิ่มช่องทางในการชำระเงินทั่วโลกพิเศษสำหรับลูกค้า QM Metal#QuantummetalTH #ทองคำออนไลน์ 99.99% ซื้อง่าย ขายคล่อง สะดวกปลอดภัย รับประกันราคา #ทอง #ทองคำ #ขายทอง #ซื้อทอง #Gold Website: https://t.co/oWOYG7vXQj โทร.02-2318313 pic.twitter.com/V6E3nadAoA

— Quantum Metal (@QMThai2021) November 25, 2023

I have a chunk and will wait patiently to see how this plays out.

POSC: Big changes in cardiology diagnostics could be a big opportunity for Positron Corp., the only company that offers a dedicated PET-only scanner that doesn't come bundled with a more expensive and high maintenance CT scanner.

As today's POSC news indicates, demand for cardiac PET scanners depends on radio-pharmaceutical supply. The current cardiac PET radio-pharmaceutical, Rb-82, is expensive with a short half life, so cardiology offices that want to use PET stress testing need to stack their schedules and induce stress with pharmaceuticals, rather than allowing a patient to jog on the treadmill.

This is expected to change next year when a new radio-pharmaceutical, Flurpiridaz, gets approved, here is an article discussing the expected changes:
https://cardiovascularbusiness.com/topics/cardiac-imaging/nuclear-cardiology/flurpiridaz-will-have-major-impact-cardiac-pet-and-nuclear-imaging

The coming approval of Flurpiridaz, with the economics of it being available in single doses, and the clinical benefit of its longer half life allowing exercise stress, will allow PET to become the gold standard and 20,000+ plus small and medium cardiology offices still using SPECT will begin looking for a PET-only system to offer the best clinical diagnostics to their patients:

Today's news:

Positron Corporation Announces Attrius PET System Sale

Positron Corp.
Niagara Falls, NY, Nov. 24, 2023 (GLOBE NEWSWIRE) -- Positron Corporation (“Positron” or the “Company”) (OTC: POSC), a leading molecular imaging medical device company offering PET imaging systems and clinical services, is pleased to welcome a prominent cardiovascular practice in Pennsylvania as a new customer utilizing Positron’s Attrius® PET System and services. Positron will install the Attrius in the coming months concurrent with the facility’s radiopharmaceutical timeline.

Positron is the only company in the industry offering a dedicated PET scanner optimized for nuclear cardiology. The Attrius is a 2D quantitative PET scanner that provides robust high-resolution images that complements coronary flow reserve software to produce accurate measurements of absolute blood flow.

Positron’s new Attrius customer will take advantage of the Company’s Lease to Own & Services Program which provides  a complete package of Attrius PET System and the full scope Clinical & Technical Services for one monthly price for five years. Positron’s Lease to Own Program has zero upfront capex expense and provides the most viable operational model for nuclear imaging practices seeking the PET modality. Positron is working with several parties interested in its Attrius dedicated PET and expects to enter additional lease to own/services agreements upon customers completion of site preparation and  radiopharmaceutical supply agreements.

Adel Abdullah, President of Positron stated, “We are pleased to be part of our customers evolution from SPECT to cardiac PET imaging. Our Attrius PET is a tremendous tool for advanced cardiac studies and diagnostics, and we are excited for our customers to take full advantage of the capabilities of our Attrius PET, services, training, and innovative new lease to own program. Our objectives are fully in-line with our physicians and practices in providing  the best quality medical care,  which we achieve through Positron’s PET technology and equally important clinical services and all at a favorable price point. Our clinical team provides expert training and assistance necessary to assure that our customers receive the full benefits of the Attrius PET system and quantification software. Positron’s Attrius dedicated PET system and services provides nuclear imaging practices the best value through the combination of high technology and  cost-effective imaging solutions.

The future of nuclear imaging is in the PET modality. We look forward to playing our part by providing hospitals and private practices with the best technology, services, and solutions to fully meet our customers’ needs,” concluded Mr. Abdullah.

About Positron Corporation

Positron Corporation is a molecular imaging device company that offers a state-of-the-art PET imaging system and clinical services to nuclear medicine healthcare providers throughout North America. Positron specializes in the field of cardiac Positron Emission Tomography (PET) imaging, the gold standard in cardiac diagnostics. Positron’s innovative PET technology, clinical services and practice solutions enables healthcare providers to accurately diagnose coronary artery disease and improve patient outcomes while practicing cost effective medicine.


Positron's dedicated PET system, Attrius® PET, and unique market position are substantial advantages in facilitating the adoption of cardiac PET and the growth of the nuclear imaging market.

Positron will soon offer a state-of-the-art PET-CT molecular imaging device that will enable nuclear cardiologists to utilize the full capabilities of molecular imaging and nuclear medicine. Positron’s PET-CT also allows the Company to fully service and meet the demands of the vast oncology diagnostics marketplace.  Positron will continue to advance the technology through its manufacturing and R&D venture with Shenyang Intelligent Neuclear Medical Technology Co. Ltd., a wholly owned subsidiary of Neusoft Medical Systems.

Forward-Looking Statements

This press release contains statements which may constitute "forward-looking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. Those statements include statements regarding the intent, belief or current expectations of Positron Corporation, and members of its management as well as the assumptions on which such statements are based. Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and that actual results may differ materially from those contemplated by such forward-looking statements. The Company undertakes no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results.

FOR FURTHER INFORMATION, please visit the company’s website at www.positron.com or contact: investor@positron.com

Positron Corporation Announces Attrius PET System Sale

Positron Corp.
Niagara Falls, NY, Nov. 24, 2023 (GLOBE NEWSWIRE) -- Positron Corporation (“Positron” or the “Company”) (OTC: POSC), a leading molecular imaging medical device company offering PET imaging systems and clinical services, is pleased to welcome a prominent cardiovascular practice in Pennsylvania as a new customer utilizing Positron’s Attrius® PET System and services. Positron will install the Attrius in the coming months concurrent with the facility’s radiopharmaceutical timeline.

Positron is the only company in the industry offering a dedicated PET scanner optimized for nuclear cardiology. The Attrius is a 2D quantitative PET scanner that provides robust high-resolution images that complements coronary flow reserve software to produce accurate measurements of absolute blood flow.

Positron’s new Attrius customer will take advantage of the Company’s Lease to Own & Services Program which provides  a complete package of Attrius PET System and the full scope Clinical & Technical Services for one monthly price for five years. Positron’s Lease to Own Program has zero upfront capex expense and provides the most viable operational model for nuclear imaging practices seeking the PET modality. Positron is working with several parties interested in its Attrius dedicated PET and expects to enter additional lease to own/services agreements upon customers completion of site preparation and  radiopharmaceutical supply agreements.

Adel Abdullah, President of Positron stated, “We are pleased to be part of our customers evolution from SPECT to cardiac PET imaging. Our Attrius PET is a tremendous tool for advanced cardiac studies and diagnostics, and we are excited for our customers to take full advantage of the capabilities of our Attrius PET, services, training, and innovative new lease to own program. Our objectives are fully in-line with our physicians and practices in providing  the best quality medical care,  which we achieve through Positron’s PET technology and equally important clinical services and all at a favorable price point. Our clinical team provides expert training and assistance necessary to assure that our customers receive the full benefits of the Attrius PET system and quantification software. Positron’s Attrius dedicated PET system and services provides nuclear imaging practices the best value through the combination of high technology and  cost-effective imaging solutions.

The future of nuclear imaging is in the PET modality. We look forward to playing our part by providing hospitals and private practices with the best technology, services, and solutions to fully meet our customers’ needs,” concluded Mr. Abdullah.

About Positron Corporation

Positron Corporation is a molecular imaging device company that offers a state-of-the-art PET imaging system and clinical services to nuclear medicine healthcare providers throughout North America. Positron specializes in the field of cardiac Positron Emission Tomography (PET) imaging, the gold standard in cardiac diagnostics. Positron’s innovative PET technology, clinical services and practice solutions enables healthcare providers to accurately diagnose coronary artery disease and improve patient outcomes while practicing cost effective medicine.


Positron's dedicated PET system, Attrius® PET, and unique market position are substantial advantages in facilitating the adoption of cardiac PET and the growth of the nuclear imaging market.

Positron will soon offer a state-of-the-art PET-CT molecular imaging device that will enable nuclear cardiologists to utilize the full capabilities of molecular imaging and nuclear medicine. Positron’s PET-CT also allows the Company to fully service and meet the demands of the vast oncology diagnostics marketplace.  Positron will continue to advance the technology through its manufacturing and R&D venture with Shenyang Intelligent Neuclear Medical Technology Co. Ltd., a wholly owned subsidiary of Neusoft Medical Systems.

Forward-Looking Statements

This press release contains statements which may constitute "forward-looking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, as amended by the Private Securities Litigation Reform Act of 1995. Those statements include statements regarding the intent, belief or current expectations of Positron Corporation, and members of its management as well as the assumptions on which such statements are based. Prospective investors are cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and that actual results may differ materially from those contemplated by such forward-looking statements. The Company undertakes no obligation to update or revise forward-looking statements to reflect changed assumptions, the occurrence of unanticipated events or changes to future operating results.

FOR FURTHER INFORMATION, please visit the company’s website at www.positron.com or contact: investor@positron.com

QMEI talking about a joint venture with the government of Indonesia to operate a LBMA certified mint for the Bao gold project:

$QMEI - BEZ.ax appointed two QMEI board members and QMEI affirmed that the first $10 million will be deposited this week:
https://finance.yahoo.com/news/besra-gold-inc-announces-board-212300761.html

There's still a ton of potential here, glad to see Martin stayed on, he seemed to be the most critical person in the c-suite since his father left.

There should be more opportunities available in the coating business and maybe some good new talent to look at, as Covalon is abandoning their coating business that brought in about a million a year of R&D work and a small royalty stream.

OT: Lentinman was invaluable here, he helped greatly to maintain the quality of the content here by being a diligent moderator of the board when bashing and SPAMing were happening a lot back then.

I appreciated Len's mantra of "fundamentals for what to buy and technicals for when to buy".

He sure did have a good last laugh with that map in his will too, I know a guy in Kansas I alerted to the map.

You never really know who you're talking to on these message boards, but with Len, I got the idea he was actually a good person, looking for a way to leave his daughters financially secure.

I'll look through my history to see if I can find any good anecdotes.....I don't want to out SSKILZ, but he worked with Len on structuring the stock picking contests and the like, and has a sharp memory, he'd probably be a great source.

In about two months from now, they will have paid $20 million cash to Besra Gold, so I suspect there's some other corporate and financing developments in the pipe that will be coming out before going dark.

Until then, they control nearly 99% of this stock, so they really don't care what happens to us trading that 1% float.

QMEI: As Potse had previously pointed out, the CEO referred to uplisting and an international audit firm in their 10th Annual Anniversary video, filmed on May 10 of this year, which is only 4 months ago.

I don't think it takes much immagination to understand this could be a complex and time consuming audit to correlate their physical gold reserves backing the simple gold deposit accounts and the fractional reserves needed to back the leveraged gold financial products they sell. The reference to the audit and uplisting is around the 5:10 minute mark:

Then, for me, the Besra Gold special shareholder meeting also provided some validation of QMEI's financial resources, as they answered a question about QMEI's resources around the 39:00 mark as they discus the $300M facility QMEI has provided to BEZ.ax:
https://register.gotowebinar.com/register/8693266027883489623

Ultimately, I am convinced they are still working towards the goal of an audit and uplisting, as they are still making promotional videos like this:


I sure hope they can get it done before the OTC delists their shares, but am convinced they're not worried about OTC requirements anymore, as they look to get audited uplist to a higher exchange in the near future anyway.

BGLC: my position got bumped up to 100 shares across four accounts yesterday, thanks for another great idea Potse!

BGLC/QMEI: I contacted E-Trade yesterday and got transfered to a specialist regarding corporate actions. At first the specialist responded with incredulity and said "so you bought one share you expected to get reverse split into one new share, then rounded up to 100?!" I said yes and read the relevent language from page 12 of the S-1 as he was reviewing notes in their system, then he said "wait a minute, I think you're actually right, I have a note here from the company's security counsel to DTC indicating the round up provision wasn't properly implemented yet.....give it until August 7th".

Thanks again for sharing your insightful DD Potse, hopefully BGLC can hold some value until August 7th.

BGLC: My one share got rounded up to one post r/s share. The language in the S-1,sure sounded like it should have been rounded up to 100, but also,seemed too good to be true....was definately worth a shot....and part of me feels,half inclined to call my broker to file a dispute....but I doubt that would get me anywhere.

BGLC is trading post R/S on NASDAQ now, did your shares round up and convert to the new shares as described in the S1?

My share(s) changed to CUSIP# 90628108, but I just bought them on 7/18, so it looks like my settlement date may be after the record date for the consolidation.

Thanks for sharing another good idea, my timing may have been late, I hope it worked out better for you!

QMEI: New video of Besra Gold discussing their financing facility from Quantum Metal.
https://www.besra.com/executive-director-john-seton-speaks-to-ausbiz-on-significant-news-and-its-effect-on-the-bau-gold-project-development/

QMEI got picked up by a Twitter pumper with 49k followers....looks like the game is on:

$QMEI another micro floater with huge DD. Took some https://t.co/ASmb4kZn1w

— Zalmy (@greatstockpicks) May 15, 2023

Always appreciate your effort and the information shared here, happy 2023 to you and the crew here!

VET: Great call Bob, Vermillion has been gaining some attention lately, their acquisition of Corrib will pay off in about a year and some hedges come off at the end of this year. They also have another huge land position in Europe, with nearly 2 million acres in their Central & Eastern Europe Pannonian formation play across Croatia, Hungary, and Slovakia, see Slide 32 of their August investor presentation:
https://www.vermilionenergy.com/invest-with-us/events--presentations.cfm

Hopefully the Ukraine situation can end peacefully soon, but Europe should learn about the dangers of their dependance on Russian energy and encourage further development of some of their own resources.

It's a real honor to end this contest at the top of this distinguished list of investors.

Our community here with SavyTrades and Investments, all the way back to those who participated in Bobwins Value boards, continues to be one of the best resource for finding new ideas in the Microcap space. Thanks to everyone who participated and makes these boards what they are, but especially SSK who makes such great effort to moderate these boards and run the contests.

After many years of participating,, it's humbling to have finally finished this contest ahead of so many distinguished value microcap investors.

The contest is a great way to find some great new ideas from us old boomers still on I-Hub, check it out:https://t.co/ahuia76dvY

— Paul (@zenvesting_4DNL) May 2, 2022

I made a brief into post to NPK.to on Bobwins zipcode changer board here:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=168721137

Verde Agritech (NPK.to/AMHPF) has had an incredible run that was a major part of my win of the Pick 4 contest.

There is a board on I-Hub with not much traffic, but I want to share it here to, as I believe it still has zip code changing potential from here, albeit probably at a slower pace than over the past six months.

Verde has an unconventional source of Potash, located within one of the world's richest agricultural economies, where they import 99% of their potash needs. Verde's glauconite derived "Supergreen sand" is only 10% potasium (K), where as conventional KCl is 60% K, so it takes about 6x more of Verde's material than typical potash. The company charges per pound of K, so it charges the market rate for K in traditional KCl. This aspect has made it a hard sell, but the farmers trialing the product have raved about how it improved plant health in forage crops like bananas and coffee, drought resistance, and fruit quality and yield. This has lead to gradually increasing sales over the past few years.

There seemed to be a hiccup I'm growth a year or two ago, farmers weren't returning to buy the product in the following year, this was concerning. As it turned out, many farmers weren't returning because their soil tests showed they still had adequate levels of K, because their product isn't a salt that dissolves and runs off so quickly in the rain, providing a real residual value to farmers who chose their product:
https://www.globenewswire.com/news-release/2022/01/24/2371462/0/en/Verde-launches-P4G-shareholder-earnings-strategy-after-securing-Banco-do-Brasil-financing-backed-by-future-sales-contracts.html

THE CEO Cristiano Veloso, has struggled to prevent dilution through the years, the Board worked for nothing more than shares for several years, he has developed a strong dislike of any further dilution and has recently worked some credit agreements on POs and loans for construction of their second plant. Cristiano calls this his paid for growth program and expects to be able to begin to implement some capital allocation programs from their ongoing profitability:
https://www.globenewswire.com/news-release/2022/01/24/2371462/0/en/Verde-launches-P4G-shareholder-earnings-strategy-after-securing-Banco-do-Brasil-financing-backed-by-future-sales-contracts.html

Then the US and allies sanctioned Belarus and Russian potash, Lithuania closed a critical rail line for Belarus to export their KCl. Potash prices have gone from under $300 a year ago to over $1,000 at present. While it's not clear Brazil is going to ban Bela-russian Potash, the market has set the price much higher already and it seems that Verde will be able to sell every ounce they can dig of their material at market prices.

This is a very comprehensive video overview of the company to get you acquainted with the company:

Recent awareness of how the chloride in KCl is destroying soil bacteria, which is reducing the carbon absorption capacity of the soil biome provides another interesting catalyst. Woody Harilson's documentary "Kiss the Ground" has brought this issue to light and Cristiano says watching the documentary is a prerequisite for owning his shares. Then just last week the company announced they are introducing a product that contains beneficial bacteria and filed for a patent to begin adding beneficial bacteria to their fertilizer, which helps make the nutrients more readily available, and could potentially work into a carbon credit for use of their product sometime in the future:
https://investor.verde.ag/verde-launches-bio-revolution/

Watch the videos and look for the farmer testimonials videos on Youtube, they really seem to have convinced a lot of farmers their potash is superior to conventional sources.


Ultimately, the company's old PFS showed they had $48 billion of reserves of their material in the ground @ $250/ton prices, they are coming out with a new PFS soon that will use a $368/ton price while current prices are actually over $1,000/ton:
https://investor.verde.ag/verde-releases-market-study-and-provides-update-on-new-pre-feasibility-study/

Thanks everyone! I've been playing these contests for a long time now, so it feels good to finally win one!

Thanks SSK for organizing and faithfully maintaining the picks and the rankings!

I was lucky to recognize early on that the sanctions against Belarus and Russia were going to be bad for the potash market, but good for little Verde Agritech who has been working diligently to develop and educate the Brazilian market on their non conventional potash source. The company has over $48 billion in their PFS and just last week introduced a really interesting new product for restoring the soil biome on agricultural lands to increase carbon absorption capacity. I am still all in on those shares and think it has the potential to be that elusive "zipcode changer" I've been hunting here for years!

https://finance.yahoo.com/news/verde-launches-bio-revolution-100000326.html

Technology Will Help Enable the Fourth Agricultural Revolution Through MicroorganismsBELO HORIZONTE, Brazil, April 26, 2022 (GLOBE NEWSWIRE) -- Verde AgriTech ...

Flurpiridaz F-18 is going to make cardiac PET MPI much more accessible to small and medium cardiology practices currently using SPECT for MPI.

Digirad, the largest dedicated cardiac SPECT manufacturer's blog provides the most succinct description of why Fluorpiridaz is going to create a sea change from SPECT to PET for non-invasive cardiac imaging:
https://www.digirad.com/flurpiridaz-change-cardiac-pet-imaging/

When the incumbent provides that rosy of an outlook for the coming disruption, you have to respect their intellectual honesty and the said advantages the new technology will bring!

The trial completion is expected in April 2022:
https://clinicaltrials.gov/ct2/show/NCT03354273

WVU indicates the trial enrollment is closed, so it seems to be on schedule:
https://wvumedicine.org/heart/clinical-research/clinical-trials/

POSC: Someone sure wants in, I've given them about 15% of my position, but I'm holding the rest to see what this buyer knows.

I think those numbers speak well to the opportunity ahead of them with their pipeline of projects.

I would just ad that its going to take some more capital to build it out. The CEO explained at the time of their last financing, that they needed to increase their equity base to bring in more debt financing in the future....with his PE firm as the largest shareholder, he is very conscious of dilution.

While Bitcoin faithful might not like $SLNH because they don't HODL their coins, I think their practice of cashing in every night might make them more appealing to institutional investors. I also like that they plan to diversify into other "batchable computing", which Michael Toporek said can be much more profitable than crypto mining.

Add in the ESG factors you mentioned, that they actually work "behind the meter" at renewable power facilities and make marginal projects profitable, it just might command a premium as they prove their model out.

$SLNH This is a good overview of all the bitcoin miners current and projected hash rates and valuations.

https://t.co/cNGMghbL2c

Note the "Projected Price based on Bitcoin Price Assumptions".

The tailwinds are gusting, let's hope the company can execute.

https://www.healthimaging.com/topics/molecular/cms-retires-coverage-barriers-non-oncologic-pet

MINM: A couple of updates that should help retail sales this holiday season:

1.) On 10/26 Popular Mechanics rated the  Motorola MB7621 #1 of their "The 5 Best Modems for Gaming" and named the MB8600 as the best DOCSIS 3.1 modem:

https://www.popularmechanics.com/technology/video-games/g38004451/best-modems-for-gaming/?utm_content=185081771&utm_medium=social&utm_source=twitter&hss_channel=tw-903357083696992256

Today the company announced their new line of WiFi 6 routers are available:

https://www.globenewswire.com/news-release/2021/10/28/2322631/0/en/WiFi-6-is-Here-Next-Generation-Motorola-AX-Mesh-Portfolio-is-Launched.html

That's a succinct summary. I would just ad that a big tailwind for cardiac PET and this company's position as the only dedicated cardiac PET maker could allow them to build a significant business here.

They were about a decade early....but the market will finally be coming to them when GE/Lantheus get Fluorpiridaz F-18 approved.

CT scanners are expensive and unnecessary for the cardiac measurements. There's over 25 million cardiology offices that would be better served to get a dedicated PET camera without the CT.

Not a shell, Hydromer is still the family business I profiled in the i-box above.

I sold near the end of last year because I was frustrated that financials were so far behind, there was little to no evidence of growth, and financial discipline the father had show. In running this business was clearly thrown to the wayside.

These recent financials aren't much to get excited about, but the new customer win sounds potentially significant.....but I'm content to watch from the outside for now.

Yes they need to begin making some sales, but the tailwinds haven't even begun yet.

The market for dedicated cardiac PET systems for small and medium cardiology offices won't really open up until F-18 Flurpiridaz gets FDA approval. Flurpiridaz will be able to be bought in individual doses, as opposed to needing to make the significant investment in a Rb-82 generator, where schedules need to be stacked to optimize the per unit dose economics.

There's also the fact that Fluorpiridaz has a long enough half life to have patients perform exercise stress, which most cardiologists prefer over pharmaceutical stress for patients capable of running on the treadmill.

"Treadmill exercise is the preferred mode of stress in patients undergoing radionuclide MPI studies, given the increased clinical information provided by exercise testing variables. An important attribute of flurpiridaz is that it can easily be used in conjunction with exercise treadmill testing, owing to its longer (110 min) half-life of 18F. Although treadmill exercise PET-MPI is feasible using N-13 ammonia, it is not practical and commonly used (26). Exercise rubidium-82 (Rb-82) studies are not performed because of its very short half-life (75 ms). Being able to perform exercise stress has been a distinct advantage of SPECT-MPI over Rb-82 PET. Importantly, in the subset of 228 patients undergoing exercise treadmill testing in this trial, flurpiridaz PET-MPI was statistically superior to SPECT-MPI with respect to sensitivity and overall diagnostic performance as measured by area under the ROC curve."
https://www.sciencedirect.com/science/article/pii/S0735109720355315

The last timeline I heard Lantheus discus the timeline for Flurpiridaz approval was in their second quarter 2020 CC, saying GE expected to complete enrollment in mid-2021, with commercialisation in early 2023.
https://www.fool.com/earnings/call-transcripts/2020/07/30/lantheus-holdings-inc-lnth-q2-2020-earnings-call-t.aspx

But don't take my word for it, look at what the largest dedicated SPECT maker has to say about it:
https://www.digirad.com/flurpiridaz-change-cardiac-pet-imaging/

Hopefully Positron can pick up some key talent from Digirad's cardiology sales and marketing team as they build theirs.

Pure speculation, but since the company seems well cashed up to fund their current R&D pipeline, not to mention the potential milestones associated with advancing any current or new candidates in the pipeline, I would have to believe the shelf offering is for if they want to exercise their US commercialisation rights for the AZ asthma drug.

Again, pure speculation, but it seems like the only big unfunded commitment they might have.

Thanks NoNameStocks for bringing thos one to my attention, this is fun, and potentiallyvworth a whole lot more if their pulmonary delivery platform receives more validation.

MINM: Their new Motorola cable modems, being the first to feature low-latency DOCSIS design, should begin to available to reviewers and market analysts soon, at which point I expect some positive coverage highlighting that these will be the fastest modems available at retail this holiday season and their advantages for gamers and streamers, at any bandwidth.
https://www.lightreading.com/cable-tech/docsis/full-speed-ahead-for-low-latency-docsis-/d/d-id/769288

These Light Reading articles talk about Motorola getting back into the Customer Premises Equipment (CPE) market as a matter of fact, but the market either isn't paying attention, or doesn't believe it.

I am still holding this as a top 3 position in my portfolio and looking forward to the first announcements of cable operators adopting Motorola CPE again.

MINM: The financing at $2.50 was disapointing, they could have done better on price recently tading at $4+, now the float is 11 million shares greater, and our equity was diluted by about 24%.

The one weakness here was lack of public market experience and that just stung us with that crappy offering, where as many shareholders might have happily responded to a rights offering.

I'm still holding all of my position and believe these new retail locations will add significantly to the company's growth this holiday season when they introduce the first low-latency cable modems that every gamer and streamer is going to want.

As a fiber subscriber for the past 18 years or so, I didn't realize just how bad cable internet was until I was at a friends house a couple days ago watching a streaming concert, that ocassionally got pixelated and lagged. CableLabs new low-latency standard is supposed to prioritize that type of traffic on the network to improve latency to less than 5 mS, which is better than my fiber connection.

I think they've also got a pretty attractive new product design and marketing campaign, labeling these new products "WARP SPEED" and "luxury cars of cable modems", I could see this being a very

MINM uplisting to NASDAQ on July 7th. New product introductions coming this fall incorporating Low Latency DOCSIS (LLD) that will make Motorola cable modems faster than any other competitors, for a little while at least. I'm just holding, but I find it exciting! Are you still in?

The last run may have been short-lived, but their future is brighter than ever. I expect $5 will just be a mile marker on the road to double digits once the market figures out how important being the first Low Latency DOCSIS (LLD) cable modem is to the cable internet service providers.

LLD is going to make a measurable difference for all cable broadband subscribers, I expect service providers will be eager to deploy this new feature to their subscribers in their next generation of Customer Premesis Equipment (CPE).

https://www.lightreading.com/cable-tech/docsis/full-speed-ahead-for-low-latency-docsis-/d/d-id/769288

MINM: The run was short-lived, but their future is still bright.

Minim's position with the first Low Latency DOCSIS (LLD) cable modem is going to make a measurable difference for all cable broadband subscribers, I expect service providers will be eager to deploy this new feature to their subscribers in their next generation of Customer Premesis Equipment (CPE).


https://www.lightreading.com/cable-tech/docsis/full-speed-ahead-for-low-latency-docsis-/d/d-id/769288

MINM: I expect some short and medium term catalysts to continue the long-term growth story. The price here is pretty near where Chairman and Minim founder, Jeremy Hitchcock, made his last purchase at $2.50 before the merger with Minim.

Some think the price Zoom Telephonics paid for Minim was high in the number of dilutive shares, but I think Minim brought a very valualbe piece of the puzzle to the table and it will begin to be more clear later this year.

1.) The first catalyst is an uplisting to NASDAQ, which they say they have filed the paper work for already.

2. The second catalyst will be the introduction of the industry's first Cablelabs certified low latency DOCSIS 3.1 cable modem this fall, which is an improvement that will increase all cable customers speeds, regardless of what badwith they subscribe to:
https://www.lightreading.com/cable-tech/minim-first-to-get-cablelabs-stamp-for-low-latency-docsis-31-device/d/d-id/768557

3.) As the article states, this innovation will come in a new Motorola package, bundled with new software that will allow remote network management and make the product more attractive to cable carriers in the Customer Premesis Equipment (CPE) market, where Minim could conceivably scale even quicker than they have been over the past couple of years, reviving Motorola modems retail sales.

4.) Last but not least, the company has finally put tariff and merger costs behind them, and is forecasting profitability this year.

This has been a long-term position for me over the past couple of years, as I think this still has great potential to return the Motorola brand to prominence in cable customers houses, along with a new SaaS remote network management revenue stream that could build a nice recurring revenue stream.

The Chinese Bitcoin mining ban will benefit MKTY's EcoChain more than most of the other bitcoin miners.

1.) The situation has brought attention to the carbon footprint of Bitcoin mining operations. EcoChain only powers their operations with stranded renewable energy, which has zero carbon footprint, along with some of the lowest electrical rates of any bitcoin miners.

2.) The closed Chinese operations are already liquidating their "miners". The supply of second hand, second generation miners comes at an ideal time, as EcoChain is building out their operations with lower cost second generation equipment. The sheer number of miners being put out of business should create some real bargains in the second hand miner market over the next few months.
https://fortune.com/2021/05/24/bitcoin-china-crypto-miners-crackdown/

Network difficulty has dropped, benefiting all the current miners on the network, RIOT & MARA apparently ran on that sentiment yesterday, MKTY will benefit more in the long run IMO.

Near break even quarter reported with a $9.5k loss, but there's a $955k royalty receivable, so next Q should be better:
https://www.otcmarkets.com/filing/html?id=14956709&guid=9WbnUnKWhGMh13h

Golden Vertex is optimistic about defining additional resource at the mine:
https://www.prnewswire.com/news-releases/northern-vertex-reports-quarterly-production-of-9-912-gold-equivalent-ounces-301271036.html
Michael G Allen, President commented, "Production from the West Pit continues to improve as we have now developed large production benches, which allows for maximum mining efficiency. The initial stripping to expose the Moss Vein in the West pit is largely complete. Although forecast grades and production will be lower in 2021 versus 2020, the current infill drilling program has identified numerous areas where additional drilling could improve the resource model and ultimately the mine. We are very excited about our evolving knowledge of the mineralization of the Moss Mine and believe that there are substantial opportunities to improve and expand the operation."