From 50 cents to ~6 dollars. Nice return.
Been trading around the core recently to make use of the volatility.
Right now I find it strange anyone will be long-term short with a cost of ~20% pa, with Q2 release coming, the new plant raming up this July, possible raising of the forecast for 22 with the new capacity AND the dual listing coming in August-Sept.

Longer-term, this is still a tonnage growth story and even with potash prices dropping to ~450USD per tonne potash (it is over 1000 usd now in Brazil and I think dropping soon, thankfully) this stock is a very attractive wealth generator and I think I'll see a 100 bagger here.

Massive wealth accrues slowly -- then very fast!

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=162905149

Last post proved to be prescient.
30M market cap turned into almost half a billion CAD.
Verde, let by cris, has morphed into one of these epic microcap tales, generational wealth creators.
The nice thing about it - Verde is merely starting.
It is much stronger today than when the post was written.
Let's check-in at the 1 BCAD mark.

Monster biz. 50c to 1.7.
This will be 50$ stock
Very competent Owner Operator.

Another 2 years or so pass.

Its a very expensive lesson: shares now are but 10% of what they were 90% shredding of ignorant shareholders unwilling to do the research.

All the red flags were there, clear to the eye, yet investors like to deceive themselves.

I don't even bother to check on the state of the business now.

Just dropped by to say: turds with agenda don't turn without serious thrashing.

Embrace this painful lesson as the majority of the wealth of unthinking shareholders was siphoned to insiders in pay and dilution:

Invest wisely, always make sure the fundamentals are at your side and so is compensation.

Good luck to all.

DeepDive

Imminent doom! 90$ target. Getting closer to that 10 Bagger.
ATVI, the business people love to have, continue to blast forward...

It will work itself out w/o any permanent harm. ATVI has much time and resources to handle any potential large detrimental issues. We think it’s more likely we see > 70 than otherwise, and more, high chances to hit a ten bagger here.

Yes, Yes. But did you SHORT it at 55$ because you are so correct in your analysis??? If not you can start now. It’s just > 70$... ??????

Analysts:80$.
Bears got their Arses served on a plate.
Will they EVER learn to invest?
I can’t understand for the life of me why people are that thick. It’s like they are intent of staying poor living in momma’s basement.

42$...

Nice Short Call.

Selling a profitable growing business to buy a ShitCo is rarely a smart Idea.
I have reached IR for clarification and will update here.
But I don’t think this changes anything, Long term, for $ATVI shareholders.

Re: Adobe competition. Did anyone do any scuttlebutt about Adobe’s self service DSP? One of the key risks for the investment thesis.

20 Bagger within what? Couple of months?

Rare move.

Friday’s results 100% Q EPS growth! Can’t wait to hear the conf.

Been invested since 0.8$. 20 Bagger here we come.

Nice. I love it when a plan comes together.

Good morning. Initiating DD on this name. Has anyone here met the CEO or done any Scuttlebutt on the company, management or product?

Because it’s a shitty franchise, they don’t own the IP so why waste resources, and they are focusing on owned IP that generates money such as Adverts, mobile and new IP. Easy.

There is zero credibility to problems on this line.

You can short ATVI, but just beware of the consequences

A. WWDD is a tiny biz trying to troll. At worst, they can buy it without anyone even feeling it on the cash flow statement. That’s what they wish actually. But,
B. If it was such a big deal, like penny stock dreamers want to make it, don’t you think the teams of lawyers at ATVI would shove it into the 10K? ATVI states for years that there are no significant legal actions taking place. If this is serious, they are committing fraud. I don’t believe they do.
C, yes, with the money and resources they have I believe they already developed their own workaround. It would be insane not to do so, and if anyone wants to state they are insane, fine, but they are the multi billion dollar cap, which makes them, well, very rational.

You explain why it’s material and why can’t ATVI just find a work around ?

10 Bagger from 0.8$
Congrats to smart investors that understood the business and held on. An easy 20-40 baggers from here, and possibly a 100 bagger sometime in the future.

These investment are life changing for those that swing hard when the time was right!

Very strong results, op. Leverage, the Option value from any partner therapy reaching final validation is immense.

Uplist coming.

Very good value here

Toto, we are not in Kanzas anymore...

Worlds investors Far Far overestimates the impact, if any, on ATVI

Investment thesis.

Some people smoke (about a billion).

Young people smoke too (ie smoking is not going away).

Smoking is led by addiction (nicotine).

People seek addicting substances (see MJ)

Tobacco industry is immune from competition (regulatory establishes high cost to entry)

Yet this is a 465 million $ market per annum where the ROCE is above 40%!

This kind of a large demand is here to stay, like it on not.

RRPs are sexy, stylish and are growing. They make perfect sense: get your nicotine at reduced harm.

Gov will have to approve as part of effort to reduce harm of full burn tobacco product.

When they do- demand will explode: “it’s safe now”!

PM will be a turnaround case study in business school.

Right now you get to buy a super profitable business, cash machine, with hooked clients, at very low valuations.

But you need to be either private investor or fund manager that doesn’t care about doing the politically correct thing.

Underlying company reached B/E, PubCo expenses weigh on the name. Management expects to hit PubCo B/E soon. Per 20% growth might take some time and then the question becomes sources of funds (already sold what they could). Op Cash flows will determine valuation, rather than flashing sexy IoT terms / talking about takeout valuations (as management suggest, a yellow flag). Cost of management high here, albeit could reduce as sales rev up. Spec buy, let’s see management execute.

Summary: we are establishing a new corporate Brand (because the existing is crap ruined by flip flop strategy and inability and incompetence),

The near term revenue targets? Forget about it, everything is years ahead,

But everything is very exciting and expect more exciting dilution.

I’ll keep monitoring from the side, this is no longer a valid position.

So many exciting valid high return investment opportunities out there, that holding BTX is insane.

BTX continues on its cash burning ways.

And you believe tinywiny worlds would cripple ATVI in a case ATVI does not even think is sufficiently important or impactful to mention in their 10K?

One that all the analysts fail to find about?

Perhaps, but not likely.

Same thought.
Perhaps the market simply does not believe.

So far speculating about 100X from 2$s by some already departed Board participants proved to be a dream...

The rumors of ATVI’s death were premature.

A slow year, some reorg to cut out some fat,

20% more resources to the IP that works so that more content is created,

Mobile, Esports, Advertising...

Pay close attention to the price, at 6% cfo yield, this becomes a screaming buy (just below 40).

The business prints gobs of cash, and the IP is here to stay.

Oi. Max is day trading again. Pump, baby, Pump!

Could easily be a “fake” step aimed at jarring prospective discussion partner into some sort of urgency to advance negotiations.

Very few posts reflects the very little material progress by very promotional over promise and under deliver management team.

By by Bungee.
Not their IP to begin with, better focus on internally developed IP

We are still here, though, we feel BTXs fortunes materially worsened.

The price decline, we suspect, has something to do to The cessation of the relentless pump by The Maudlin group, as well as consistent failure to deliver results by the now deposed West.

We still hope to see the Directors & shareholders, push for some business execution and results.

The current price is low and there is little imminent catalyst on the horizon.

Let’s hope so. Certainly, for many investors, the company needs to do an incredible feat to return to par.

Balance sheet look ugly and PPS uglier.

At least I know Leo feels the pain much more than any of us: seeing millions of dollars evaporate from your net worth must be PAINFUL.

I am sure right now if Leo gets 2$ per share for the whole business- he happily takes it and gets done with it.

And so would most shareholders.

Time will tell.

Welcome Agex Spinnoff.
More discussion on Biotime board BTX

U turn, flashing West’s strategy down the loo.

So everything will take much longer and is more uncertain in BTX says new CEO, and the BTX assets are so-so, so let’s undo the Asterias spinoff!

Not good news.

Basically a vote of incompetence of West, by Directors-Owners.

a year ago or so, I wrote here investors should beware of Reliq due to various reasons (fundamental and qualitative) reasons. I was early and was able to run the pps increase before I bailed out and sold to investors who bought the hipe.

Here is a new article that mimics my thoughts, then: https://grey-swan.com/2018/10/17/reliq-health-part-1-bad-vital-signs/

I think the author didn't dig deep enough to find what I was saying about stock ownership by key employees (I don't know about today - not tracking Reliq these days very closely).

Today the PPS is lower and the company growing mainly its SG&A (and Shares outstanding - 10X(!) over 3 years.

Revenues are dropping year over year if anything (and to add insult to injury are not coming on time). a ~16% gross revenue (!) in a tech company is a plain disaster - they sell data, don't they?

The bright side is they have lots of cash on the balance sheet, but unless they prove they can stop burning massive amounts of cash this cash will evaporate too and dilution will rise still (Reliq has a proven record of issuing stock when the price is depressed and dilution is at its peak).

Do the work, and don't get sucked in by analysts on TV who earn off commission selling you stock. This could have been avoided. I hope everyone sold off at the peak.

World Bank Potash price forecasts:

http://www.worldbank.org/content/dam/Worldbank/GEP/GEP2015a/Price_Forecast.pdf