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I added here as well.
PBSV-
My quick math came up with .039
Bigfoot-
I know nothing...just glanced at CYPW after your post.
I like the idea, especially the waste heat exchanger. That is marketable with the assumption that it is truly economical. At first glance, their WHE gadget could be a huge winner.
This is a stock to keep an eye on. Thanks for making me look.
Jason
SKAS...Thanks for the update.
Nice to see someone else recognizing the stock that currently fits the stated investing criteria of this board to a T.
I agree that SKAS shares are extremely undervalued.
Thanks.
Jason
I think Brig's should be:
Brig_Me_Some_Friggin'_Puddin
Right or wrong I sold half (18k shares) my position into the volume.
Will be interesting to see what transpires from here.
Jason
The son Wilson resigned too.
Sagedono,
Thank you for the post.
Jason
AMNF .80
They have repurchased over million shares at an average price of .75/share.
Now authorized to purchase another $500k worth.
Nice news on this stock on such a down day otherwise.
Jason
AMNF .80
Dividend increase of 20% and continued share buy back.
I continue to love this stock.
Jason
I keep biting the bad dog...
VTNR 3.00
If you like this stock now...you should listen to the CC.
Some nice points were:
1. They are preparing to uplist.
2. They are finding out they can exceed the design capacity of the original TCEP plant. It sounds like they can process more than 50k barrels/month.
3. The recently added Alabama facility is online and did not contribute to the past reported quarter, but functioning at 2/3 capacity for aggragation and will contribute to the next qtr rev.
4. Cowan says he likes $80 oil due to it "softening" the market for black oil.
5. The have been increasing their per barrel margins dramatically the past 2 qtrs and are looking to do more in this area with possibly purchasing the fragmented suppliers. I think this is an excellent idea. They have about $2m now in the bank and are looking to add $1m a qtr cash.
Overall, the CC was proffessional and conservative...yet upbeat.
The stock has alot of wind behind it and is well managed for a long term hold. If their business model proves to be scalable, the sky is the limit. The stock, as is, is very cheap in my opinion at about 6 times earnings.
Just my opinion.
Jason
The Preffereds were converted.
I am back in SYEV.
I think the we see a p/e expansion this summer based on one of three news items; A)a PR on sales to the military through Greenhouse B)an announcement of sales of radiological filters to relief agencys in Japan C)the holy grail...a PR announcing shelf space in a major retailer.
This stock is profitable and well managed. Higher sales equates to higher net income. My guess is the higher P/E is coming soon driven by the news catalysts above. Just one PR out of three should expand the p/e to 12 (a 100% increase)...
With 2 out of 3 news items this summer....we have a chance at seeing a underwhelming p/e of 18...which would have us lightening up our positions around a buck.
SYEV has always been well managed and an all around great little microcap to own long term....BUT I think the timing for a marketcap expansion is set for the short term.
Just my humble opinion,
Jason
From the PR today:
"Double-digit profitability in 2011
With strong financial performance and an offensive strategy, the group expects another year of growth and anticipates double-digit profitability in 2011."
That makes me warm all over...
JN
VTNR is a recycler in the current oil market with a proprietary conversion technology. Given Cowart's guidance, and forecasts for the intl oil market, I think VTNR deserves a much higher trailing P/E than 7.
Jason
Can someone post me a link to the post with Rawnoc and Brigg's pics???
Thanks.
Jasonak
VTNR .40
Vertex is a classic value stock currently selling for a p/e of around 4.
The exciting thing about VTNR is the TCEP product sales. They earned 208k last quarter without any TCEP sales. They upgraded their TCEP processesduring the 3rd quarter, making them more efficient and started producing again in OCT per the release of 75k barrels sold in OCT + NOV 2010. Their margins are higher on the value added TCEP diesel product generated and sold to an Intl fuel blender. According to Marlon Nurse (hired IR guy), there is no seasonality to producing and selling the TCEP product and they have the current capacity to produce 45k barrels per month.
Given the higher margins on TCEP sales vs. their other Black Oil sales, and given the 75K barrels sold in two months, I think we see a large quarterly revenue/earnings jump in the coming quarters.
I am buying.
It is PK...but it trades and it has outstanding, transparent management that is willing to do the right thing for the company/share holder.
There is no hype, only execution. Call or email the company a difficult question and the answer will be prompt, honest and forthright.
The insiders are founding member family and collect the dividend. The management team keeps them happy.
PK, no doubt, but not your stereotypical PK.
SYEV @ .28
I am shocked that such a great 10Q plus a release....resulted in such low volume.
SYEV @ .31 with a market cap of only $8 million and with today's earnings has become a classic value microcap pick.
Thanks again 10 BAG for brining it to my attention ahwile back.
I have not talked to them in awhile. Still holding most of my original position. Have you been in contact 10Bag?
Jason
2009 10k was 22MAY without an NT.
SYEV .2388
At first glance, this PR is a fluff piece....but it does provide a couple of small nuggets:
"(3) Advanced for use in extreme conditions such as disaster relief in Haiti and Chile, and in third world countries where drinking water might not be disinfected."
A) They seem to be on the relief effort bandwagon (involved with Chile).
B) The relief effort filters are type "3" which are advanced and should carry higher sales price and higher margins.
JMHO
We don't know what they sold them for...This time around.
We do know that the cost per bottle increased....so margins are unknown, etc.
JN
TELT $1.53
I think the earnings pattern with TELT is established. There is nothing to suggest that they will regress back to underperformance of the years before 2009. The expense cuts are still in place.
They have reported 3 astounding consecutive quarters and it is my opinion that another one will be reported by 14APR.
TELT should conservatively report 47 million in sales with earnings of about $5.6 million for the year. The stock is currently fetching a 5.5 P/E with a market cap of 13.2 million ($1.53/share). After the 10K the same P/E gives us a share price of $3.56.
4 astounding quarters reported, and the P/E will expand a bit, etc.
Seems like a great opportunity to me. I have been buying lately.
JMHO
SYEV .2128 This mornings sell reminded me to stay on the bid on thin issues. Nice job, 10 Bag.
TELT 1.55..... Seems like the perfect candidate right now for this board. Surprised no one is mentioning it.
SYEV is direct selling on EBAY. The standard 27 oz bottle is retailing for $40. That should help keep the margins up.
I Box listed info has no affect on anyones DD, the share price, or the anything. Its pointless...and easily dated.
That price is my bid for BFDI.....so Hanks SPMI bid would be .0598 or .06080 or .06888.....lol.
I am on the bid...If it was Hank he would be bidding .1408 or .1488 or something of like that.
How does the mechanics of the conversion usually work? What is the timeline of a conversion once triggered at .32?
I think we have a strong chance to see sustained PPS above .40 after the 10k in May. The Qtr revenue and earnings comps. will be dramatic and the stock will screen well for value investors going forward.
Given a PR mentioning shelf space in a major outdoor retailer we will have a multibagger potential. They are working towards this and management seems dedicated to running the business, not running the stock....so I am hopeful.
My 10k estimates:
10k in May will have sales of around 2.5 million and earnings of at least 350k on the year.
We will need a major retailer announcement to really take off though.
JMHO.....Good Luck.
SPMI@ .06
On 30MAR 2010 the 10K should be showing us about $10.2 million in sales as compared to 9.8 million. Net income should be about $270k as compared to a loss of 99k. That will put SPMI on a bunch of low P/E screens considering our current market cap is around 310k. Free cash will be right around .087 per share.
Maybe at some point after 30MAR we can expect a 10 P/E which puts us selling around .54 per share (on my current estimates...higher if they keep doing what they are doing). Not quite a "10 bagger" but definetly worth adding at these levels for the payoff down the road.
JMHO....Good luck.
1.UVICF.ob......a value microcap currently paying .09/quarter....has a history of handing out a big special dividend occassionally and just purchased and retired almost half of its outstanding shares which will show up on the next 10Q.
2. AMNF.pk is another value microcap with about 8% yield, just increased its quarterly and handed out a special. No debt plus rev/earnings growth.
3. SYEV.ob is another value micro growth stock with long term potential.
UVICF is my largest position too. Are you guys expecting an increase in the dividend this year?
SYEV email reply:
Richard Parson replied to the hurdles question ...of attaining shelf time with the major retailers:
"It has been a function of expense - big retailers want slotting allowances
and national advertising support, and they want to pay you in 120 days. But,
we do have plans to be in retail this year and several large distributors
are going to handle our line so look for forthcoming press releases as we
move out."