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LPTH #s appear impressive. not to mention the pr calls out autonomous cars as an application they're participating in. no wonder it's up AH
2morrow, thanks for going thru that!
thx for that, and if u have a float estimate that would save me some time. tia
yep it got smacked, but the ask thinned, so that's nice
AUXOD - anybody have the current o/s and float?
AUXOD Auxilio Announces Trading on NYSE MKT to Commence February 14th, 2017
i also have STKR and GSPH, among various unsundry otc pot stocks. the risk/return in stkr and gsph are striking to me...stkr because 3d sensing is a big growth area right now (e.g. CYBE)...and Trump pipeline/ infrastructure as overriding themes for GSPH.
i also don't think we should assume that we're not going to get diluted
thanks bob!
hi bob - long time no see. i was wondering if you had any fave Cobalt miners.
tia.
to me it's less about who he has invested in in the past, and more about the 2 firms he's limited partner in. just another angle to consider, and one that i'm not averse to
it's hard to imagine mgmt agreeing to be paid 50% of owed compensation at 1.30 only to sell the balance of their shares at <.30, but sure enough anything can and will happen in OTC land
It would almost certainly be for a premium, but not for as high as many are hoping for if news plays out according to plan.
still, whatever happens, i hope it happens sooner than later
i have a new theory that i need to chew on for a bit, but here it is:
i think PIOI is taken private at some point.
i think this because of the new investor. Mr. Asen is involved with two firms that are both looking for a private company to run. If that's his angle in being involved, added to the de-registering of securities prior, perhaps the next step is going-private.
thoughts?
thanks ash...much appreciated
Who is the best person at PIOI to contact via email?
Asen was also a 13G filer in CULP and PESI
Yes I believe he falls under that timing.
I'm curious how he acquired his shares, and when. Other than a handful of decent volume days, it would have been tough to acquire that many shares without boosting the price substantially.
I am not an expert on 13G's or 13D's or 13F's, but I do know that they are not intended to be realtime reflections of transactions, in the sense that Form 4s are. There's more leeway for the 13 D/G filers.
That is not how I interpret the 13G. It is a snapshot of his holdings as of 11/23. Definitely doesn't mean he bought the shares on that date (only 320k volume that day). And I don't believe that we can infer what if anything he has done with the shares. His signature confirms that on 11/23 he owned 7.8%
Excellent...thank you
Further DD on R.Scott Aisen, and one curious tidbit:
Limited partner at Maximus: http://www.maximus-capital-partners.com/our-team/
Limited partner at Lakeside Management partners: http://www.lakeside-mp.com/r-scott-asen.html
Basically Mr. Aisen is a private investor now, so he must see something he likes. The curious tidbit is that the 13G was filed to document his position that existed as of Nov.23rd. Not sure why it's so late, but we have no insight as to whether he has sold, held, or added more.
Forget who on this board has good comms w/ PIOI mgmt, but i think it's a fair question to ask them, whether they're aware of Mr. Aisen's position, what his intent is, and whether he's still a shareholder.
who has a link to the insider purchases at 1.30?
something defense or security related would definitely be bullish, considering where current administration dollars are going to be spent. i would likely add more shares in such a scenario
with all our patience and anticipation, watch, they'll go and acquire a profitable carpeting company or something like that lol.
New investor presentation:
https://www.sec.gov/Archives/edgar/data/1011395/000138713117000406/ex99-1.htm
GSPH is a pipeline & infrastructure play. Both angles should do well in this Trump admin.
re ADMT, i held a position for a couple months (i may have even mentioned here), but started to sour when they adopted this frequent PR approach. if it gets thru .20 i might jump back in.
I for one appreciate your line of questioning and think it's healthy to be able to know one's own answers to those questions if in the stock already. Most of the time i feel like many of my views on the trading points of PIOI are different than others on the board, not that either view is more correct, but just different.
For example, I attribute zero value to both the retained patents and the patents that mgmt seeks to monetize. To me, it is a money sink to mess around with monetizing patents, and PIOI doesn't have the bankroll to make it happen, and without the bankroll, potentially infringing companies aren't motivated to license.
So if i attribute zero value to that, what's left? Sure, the NOLs are attractive, and anything acquired would have a lifetime of increased income as a result, but my main reason for being in PIOI is the wild trading that has been occurring to the ACQUIRER in M&A transactions. Stocks like DRAM, MPET, APPY, just about any #pot stock, etc. have all gone wild upon announcing "strategic transactions". For a mkt cap and share structure such as PIOI, acquiring the right kind of business would likely result in a large return for shareholders, due the expectation that PIOI would be the "next" DRAM etc.
i see good r/r here, but the longer it takes, the greater the chance the hot OTC market cools, and the spike is less.
this is my .02
STKR/CYBE - STKR strikingly similar to CYBE, which has quintupled in the past 12 months on the heels of a hot sector: 3D scanning/sensors. STKR in same industry. Love the r/r at the .08 level
GSPH(.08) off DAKPQ Trump pipeline.
DAKPQ has gone ballistic on the Trump pipeline exec order. GSPH could be another
"Until recently, 3 dimensional mapping of underground pipes and infrastructure was a somewhat quieter, niche market. That changed dramatically on June 22 of this year when The PIPES ACT of 2016 was signed into law. This new federal law requires certification, data management, testing and mapping of all types of the more than 2.6 million miles of buried energy pipelines across the USA."
http://microcapresearch.com/geospatial-corporation/
GSPH(.08) off DAKPQ Trump pipeline.
DAKPQ has gone ballistic on the Trump pipeline exec order. GSPH could be another
"Until recently, 3 dimensional mapping of underground pipes and infrastructure was a somewhat quieter, niche market. That changed dramatically on June 22 of this year when The PIPES ACT of 2016 was signed into law. This new federal law requires certification, data management, testing and mapping of all types of the more than 2.6 million miles of buried energy pipelines across the USA."
http://microcapresearch.com/geospatial-corporation/
in my wildest dreams, PIOI acquires a profitable chinese marijuana grower that just happened to also find lithium and uranium on the outskirts of their multi-million acre easy-to-access land...and we acquire them for cash-on-hand lol
i hear ya, but one lesson that i'm trying to implement more consistently with my trading is that i need a reason to sell. is the chart breaking? has price target been met? has the story changed? has the thesis come to fruition? is there a better opportunity? if NO to the above, then i won't sell.
for PIOI, none of the above have been satisfied yet, so i hold.
i am very familiar with the extreme difficulties CRDS is having trying to sell, let alone monetize, their patent portfolio. if u go the enforcement route, u need a huge warchest of cash in order to last long enough for it all to play out. if u go the licensing route, u have to have the ability to SHOW enforcement so that the potential customer feels threatened into licensing. and if u go the sale route, u have to realize that it could take agonizingly long, as CRDS has found out.
so all that to say, i assign zero value to the patent assets, until the company does something with them. at that point, if it were to materialize, then we have a better feel for what they're worth. even with zero value, the NOLs and upcoming catalysts still make PIOI uniquely compelling
in my assessment of PIOI, i assign zero value to the patents since they're so brutally hard to monetize, and require capital to do so. even with that, i find the r/r on PIOI incredibly compelling
CYBE & STKR quite similar. One is $40 and the other is .08.
CYBE:
CyberOptics Corporation develops, manufactures, and sells high precision sensor products worldwide. It offers surface mount technology (SMT) electronic assembly alignment sensor products, including LaserAlign sensors for incorporation into pick-and-place machines; BoardAlign Camera that identifies fiducial markings on a circuit board and aligns the board in the pick-and-place machine prior to component placement; and InPrinter Inspection Camera, which identifies fiducial markings on a circuit board to ensure accurate board registration prior to placement of solder paste. The company also offers 3D solder paste inspection sensors; multi-reflection suppression sensors for semiconductor and SMT industries; strobe inspection modules for use in 2D automated optical inspection (AOI) systems; SMT inspection system products used in the SMT electronic assembly industry for process control and inspection; and 3D solder paste measurement machines. In addition, it provides AOI products to inspect circuit boards after component placement; 3D scanning systems and services to the metrology market; and WaferSense family of products that provide measurements of critical factors in the semiconductor fabrication process. The company sells its products to the manufacturers of electronic circuit board assembly equipment, and semiconductor DRAM and SSD memory products; and end-user electronic assembly manufacturers, including original design manufacturers, electronic manufacturing service providers, and outsourced semiconductor assembly and test companies through independent representatives and distributors
STKR:
The company operates through two segments, LED?s and Laser & Diodes. It offers COBRA Cure FX ultra violet (UV) LED curing systems for UV curing of inks, coatings, and adhesives; LED line light products, including COBRA Slim, COBRA Max, and COBRA Flex products for linescan inspection; LOTUS LED line lights with integrated intensity control designed for machine vision applications; and SpecBright LED line lights for original equipment manufacturers (OEMs), system integrators, and end users. The company also provides LED spot, area, ring, and long or short range spot lights for use in machine vision, biomedical, life sciences, fluorescence, security, curing, and other industrial imaging applications, as well as LED module accessories, such as power supplies, thermal management and heat sinks, strobe drivers, and connectors under the SpecBright name. In addition, it provides structured light lasers; laser modules, including alignment, compact, green laser, industrial, photon, threadmount, and TE modules; laser assemblies and lenses; and fiber coupled laser diode modules, as well as custom and OEM products. The company?s products are used in 3D imaging and scanning, industrial alignment, machine vision lighting, patient positioning, photodynamic therapy, sorting, targeting, UV curing, UV machine vision lighting, and infrared machine vision lighting applications. It serves automatic number plate recognition system, automotive manufacturing, entertainment, food and beverage, medical, packaging, pharmaceutical, printing, scientific, security and transport, semi-conductor, and solar industries
STKR 3D scanning: http://www.prophotonix.com/applications/3Dscanning.aspx
CYBE 3D scanning: https://www.laserdesign.com/
sheff any thoughts on APHB in this antibiotic group? (and CFRX for that matter)
PNTR - Real interesting PR out of PNTR today, essentially tying them to Uber, Lyft, and MBLY:
Pointer Telocation Ltd. (Nasdaq: PNTR & TASE: PNTR) - a leading developer and operator of Fleet and Mobile Resource Management (MRM) solutions, announced today that it has won a 5 year driver behavior project with an applicant of the American Transit Insurance Company (ATIC), the leading commercial insurance provider for for-hire vehicles in New York City.
The solution will include four thousand Black Car and Car Service vehicles, servicing customers using popular app based Transportation Network Companies (TNCs) such as Uber and Lyft. Installation is expected to be completed by February 2017.
The system integrates technology from Mobileye (MBLY), a provider of vision-based advanced driver assistance systems (ADAS) with Pointer's Cellocater hardware and software technologies, which will add intelligent fleet management abilities and driver behavior analysis.
David Mahlab, Chief Executive Officer of Pointer, "We believe that the combination of Mobileye's advanced warning for collision prevention with our Cellocator driver behavior analysis, will be a highly effective tool in improving driver behavior and preventing accidents."
Added Mr. Mahlab, "This is our first significant penetration into the US market using our SAAS (software as a service) model, which allows us to expand sales beyond our home-base territories of the combined hardware and software platforms. We see significant potential from this project and we believe that in the future this type of solution will become standard in every commercial vehicle in the United States."
http://finance.yahoo.com/news/pointer-telocation-announces-large-scale-110000604.html
GYOG the next NDEV? Green Energy Enterprises, Inc. Launching Revolutionary MJ Insurance Model
https://finance.yahoo.com/news/green-energy-enterprises-inc-launching-160647109.html