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SNSS dropped a Nuclear bomb on shorts after hours
Reuters article
SNSS basically said buyout or partnership.
NO need for dilutive financing.
SNSS and CYCC both $3 + soon.
FMD:NYSE $2.3 $4.5 per share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is the biggest NYSE no brainer out there IMO.
-Was a $35 stock in 2007.
- After $174 MM tax refund, $450 MM cash or $4.50 per share. $2.5 per share net cash after debt.
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
-Will get much MORE cash over next few months form 3 sources:
1. Selling bank subsidiary:
Don't banks go for equity capital or a multiple of their equity capital? Equity capital is $44 million.
http://finance.yahoo.com/news/First-Marb... If this is not the case then fold the bank and return the equity capital to the parent.
2. TERI reorganization plan. Even TERI thinks they will pay FMD something. TERI says $14 million, FMD says $80 + million. I don't want to predict a number but I think we will know the final settlement before New Year.
3. NOL carryback. I received confirmation that this bill would apply to FMD.
So in a shirt time FMD should have OVER $500 MILLION CASH , net cash over $3 / share.
-On conference call said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
FMD:NYSE $2.3 $4.5 per share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is the biggest NYSE no brainer out there IMO.
-Was a $35 stock in 2007.
- After $174 MM tax refund, $450 MM cash or $4.50 per share. $2.5 per share net cash after debt.
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
-Will get much MORE cash over next few months form 3 sources:
1. Selling bank subsidiary:
Don't banks go for equity capital or a multiple of their equity capital? Equity capital is $44 million.
http://finance.yahoo.com/news/First-Marb... If this is not the case then fold the bank and return the equity capital to the parent.
2. TERI reorganization plan. Even TERI thinks they will pay FMD something. TERI says $14 million, FMD says $80 + million. I don't want to predict a number but I think we will know the final settlement before New Year.
3. NOL carryback. I received confirmation that this bill would apply to FMD.
So in a shirt time FMD should have OVER $500 MILLION CASH , net cash over $3 / share.
-On conference call said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
FMD:NYSE $2.3 $4.5 per share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is the biggest NYSE no brainer out there IMO.
-Was a $35 stock in 2007.
- After $174 MM tax refund, $450 MM cash or $4.50 per share. $2.5 per share net cash after debt.
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
-Will get much MORE cash over next few months form 3 sources:
1. Selling bank subsidiary:
Don't banks go for equity capital or a multiple of their equity capital? Equity capital is $44 million.
http://finance.yahoo.com/news/First-Marb... If this is not the case then fold the bank and return the equity capital to the parent.
2. TERI reorganization plan. Even TERI thinks they will pay FMD something. TERI says $14 million, FMD says $80 + million. I don't want to predict a number but I think we will know the final settlement before New Year.
3. NOL carryback. I received confirmation that this bill would apply to FMD.
So in a shirt time FMD should have OVER $500 MILLION CASH , net cash over $3 / share.
-On conference call said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
FMD $2.18$4.5 / share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is biggest no brainer out there IMO.
-Was a $35 stock in 2007
- $450 MM cash or $4.50 / share. $2.5 / share net cash after debt.
-Getting more tax refunds for prirop years.
-On conference call said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
NLST vs. DRAM. DRAM to $20?
If investors actually understood the difference between the NLST's HYPEcloud and DRAM's XcelaSAN, DRAM would be at $20.
Here's an article from someone who actually understands the difference....and the article explains the difference between intelligently allocated SSD and raw SSD GB:
http://www.networkcomputing.com/tapes-an...
We've started thinking of flash based SSDs as the mainstream go-fast solution for applications starved for random I/O performance, but today's SSD solutions require storage administrators to relocate your hot data to the small amount of SSD you can afford. Wouldn't you rather just drop a magic acceleration appliance in your SAN that makes everything faster? Dataram hopes you do.
Strictly speaking, there's no magic in the XcelaSAN box, just 128GB of mirrored NVRAM cache with all the data protection features Dataram -- with 40+ years in the memory business -- could come up with. Those features include ChipKill and flash to dump the cache to in the case of power loss. This means that you don't have to do battery maintenance or worry if power will be restored before the cache battery dies. The truly paranoid, like me, can even mirror pairs of XcelaSANs for greater redundancy.
An XcelaSAN box has 8 4gbps fibre channel ports, each of which can be configured to be either a target or initiator. In a typical environment, the SAN admin would set 4 ports to each mode and re-zone his FC fabric so the servers saw the target ports and the storage arrays the initiators. The XcelaSAN transparently passes the WWNs of servers and arrays to each other so there's no need to reconfigure LUN masking or server side drive mappings. You can then configure the XcelaSAN to apply write-through, write-back or no caching to each LUN through its web interface.
Since XcelaSAN is a cache it will automatically identify hot data within the LUNs it's caching in real time. The fact that the cache is being updated in real time means that 1GB of cache can provide the same amount of application acceleration as 4-40GB of SSD.
Typical SSD systems today replace disk LUNs with faster flash LUNs. The SAN admin or DBA identifies the hot data and segregates it to the flash LUN. Since applications like to keep their data together, segregating the hot blocks from the cooler ones is time consuming and some cool blocks will inevitably be moved to flash. Applications like Exchange that store their whole database in one file exacerbate this effect.
PACR reported Insider buy today. Npo brainer swing trade. They just gpot $30 million reduced debt in half, profitable, was $30 a year ago.
http://finance.yahoo.com/news/Pacer-International-Announces-bw-1765809138.html?x=0&.v=1
PACR reported Insider buy today. Npo brainer swing trade. They just gpot $30 million reduced debt in half, profitable, was $30 a year ago.
http://finance.yahoo.com/news/Pacer-International-Announces-bw-1765809138.html?x=0&.v=1
FMD $2.38 + $.10 $4.5 / share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is biggest no brainer out there IMO.
-Was a $35 stock in 2007
- $450 MM cash
-On conference call today they said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
FMD $2.38 + $.10 $4.5 / share cash
http://finance.yahoo.com/news/First-Marblehead-Announces-iw-2943019828.html?x=0&.v=1
Student loan company FMD is biggest no brainer out there IMO.
-Was a $35 stock in 2007
- $450 MM cash
-On conference call today they said they are in "final stages" of agreement with a major bank for student loan business.
-Goldman Sachs invested at $5 in 2008.
SRZ Insider buy just reported was $5.30 a few weeks ago now $2.90 +$.49. $200 MM asset sale scheduled to close Monday will resolve financial issues.
http://phx.corporate-ir.net/phoenix.zhtml?c=115860&p=irol-SECText&TEXT=aHR0cDovL2NjYm4uMTBrd2l6YXJkLmNvbS94bWwvZmlsaW5nLnhtbD9yZXBvPXRlbmsmaXBhZ2U9NjYwMTg1NSZhdHRhY2g9T04mc1hCUkw9MQ%3d%3d
SRZ Exploding back up $2.60 was $5 a few days ago:
Stifel Nicolaus acknowledges reasons for investors' disappointment, but seems a bit miffed at extent of the selloff. Restructuring "never process in a neat linear fashion and we don't see the prospects fo the Sunrise recap or the potential in the Sunrise portfolio to be significantly changed by what we saw in the results".
SRZ Exploding back up $2.60 was $5 a few days ago:
Stifel Nicolaus acknowledges reasons for investors' disappointment, but seems a bit miffed at extent of the selloff. Restructuring "never process in a neat linear fashion and we don't see the prospects fo the Sunrise recap or the potential in the Sunrise portfolio to be significantly changed by what we saw in the results".
ACLS:NASDAQ $1.16 + $.30 cash flow positive $2.2/ share working capital
One of the last "no brainers: from 2008 crash is ACLS:
-No debt.
-$2.2 / working capital per share.
-Has slashed costs and is turning cash flow positive.
-Was historically in the $5 range when it was cash flow positive
-In hot semi conductor sector.
-Semi conductor sector is BOOMING as new PC demand explodes due to Windows 7
$2.50 by January.
No brainer.
ACLS:NASDAQ $1.16 + $.30 cash flow positive $2.2/ share working capital
One of the last "no brainers: from 2008 crash is ACLS:
-No debt.
-$2.2 / working capital per share.
-Has slashed costs and is turning cash flow positive.
-Was historically in the $5 range when it was cash flow positive
-In hot semi conductor sector.
-Semi conductor sector is BOOMING as new PC demand explodes due to Windows 7
$2.50 by January.
No brainer.
ACLS:NASDAQ $1.16 + $.30 cash flow positive $2.2/ share working capital
One of the last "no brainers: from 2008 crash is ACLS:
-No debt.
-$2.2 / working capital per share.
-Has slashed costs and is turning cash flow positive.
-Was historically in the $5 range when it was cash flow positive
-In hot semi conductor sector.
-Semi conductor sector is BOOMING as new PC demand explodes due to Windows 7
$2.50 by January.
No brainer.
Like shooting ducks in a barrel.
ROIAK $1.68 +.18 2 PE 40 Million share buyback
ROIAK = Table pounding No-Brainer over the next several months/quarters IMO
(1) Earned +.12 EPS last Q. Annualized = +.48. Trades right now with a PE of less than 2! Book value over $4/share. Seems like the stock should be trading at $4-5 right now.
(2) ROIAK bought back 40 million of 100 million outstanding shares or 40% of the outstanding shares in the open market over the last year and is still buying back shares by the millions every quarter including currently with $50 million still left in their buyback program while the market cap is LESS than the amount of buyback left. Since the company can literally buyback its entire self at these prices, it seems like the downside risk is very minimal over any period of time. The float has been bought back down from 83 million to 43 million. At this pace, the entire float will be gone within a year
(3) Book value is around $4 so it trades at a tiny fraction of book value. Between the buyback and the high inside ownership, could the massive buyback be part of a management-lead buyout upcoming?
"The Company continues to have an open stock repurchase authorization with respect to its Class A and D stock and continued to make purchases subsequent to June 30, 2009."
"As of June 30, 2009, the Company had approximately $50.0 million in capacity available under the 2008 stock repurchase program."
http://investorshub.advfn.com/boards/rea...
ROIAK $1.68 +.18 2 PE 40 Million share buyback
ROIAK = Table pounding No-Brainer over the next several months/quarters IMO
(1) Earned +.12 EPS last Q. Annualized = +.48. Trades right now with a PE of less than 2! Book value over $4/share. Seems like the stock should be trading at $4-5 right now.
(2) ROIAK bought back 40 million of 100 million outstanding shares or 40% of the outstanding shares in the open market over the last year and is still buying back shares by the millions every quarter including currently with $50 million still left in their buyback program while the market cap is LESS than the amount of buyback left. Since the company can literally buyback its entire self at these prices, it seems like the downside risk is very minimal over any period of time. The float has been bought back down from 83 million to 43 million. At this pace, the entire float will be gone within a year
(3) Book value is around $4 so it trades at a tiny fraction of book value. Between the buyback and the high inside ownership, could the massive buyback be part of a management-lead buyout upcoming?
"The Company continues to have an open stock repurchase authorization with respect to its Class A and D stock and continued to make purchases subsequent to June 30, 2009."
"As of June 30, 2009, the Company had approximately $50.0 million in capacity available under the 2008 stock repurchase program."
http://investorshub.advfn.com/boards/rea...
ROIAK $1.68 +.18 2 PE 40 Million share buyback
ROIAK = Table pounding No-Brainer over the next several months/quarters IMO
(1) Earned +.12 EPS last Q. Annualized = +.48. Trades right now with a PE of less than 2! Book value over $4/share. Seems like the stock should be trading at $4-5 right now.
(2) ROIAK bought back 40 million of 100 million outstanding shares or 40% of the outstanding shares in the open market over the last year and is still buying back shares by the millions every quarter including currently with $50 million still left in their buyback program while the market cap is LESS than the amount of buyback left. Since the company can literally buyback its entire self at these prices, it seems like the downside risk is very minimal over any period of time. The float has been bought back down from 83 million to 43 million. At this pace, the entire float will be gone within a year
(3) Book value is around $4 so it trades at a tiny fraction of book value. Between the buyback and the high inside ownership, could the massive buyback be part of a management-lead buyout upcoming?
"The Company continues to have an open stock repurchase authorization with respect to its Class A and D stock and continued to make purchases subsequent to June 30, 2009."
"As of June 30, 2009, the Company had approximately $50.0 million in capacity available under the 2008 stock repurchase program."
http://investorshub.advfn.com/boards/rea...
GNVC:NASDAQ $.99 + $.12: $3.50 Merriman Target
Phase 3 results to date indicate GNVC Cancer drug has results bettee than DNDN which went to $25. Merriman gives $3.50 target.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_G/threadview?m=tm&bn=7976&tid=61708&mid=61708&tof=12&frt=1
GNVC:NASDAQ $.99 + $.12: $3.50 Merriman Target
Phase 3 results to date indicate GNVC Cancer drug has results bettee than DNDN which went to $25. Merriman gives $3.50 target.
http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks_G/threadview?m=tm&bn=7976&tid=61708&mid=61708&tof=12&frt=1
NUE is trading near its 2007 level.
In 2007 NCS had a $1 billion market cap with much higher debt. The new NCS will be nearly debt free, streamlined with far less competition.
Looking for $4.2 short term ($1.2 Billion market cap post dilution) and $5 this year.
Why VG $1.75 + $.30 going to $10
VG has Higher EBITDA than wireless telecom company SBAC at $27
http://finance.yahoo.com/q/is?s=SBAC
VG has $30 MM EBITDA last quarter SBAC $16 Million.
VG is a $20 stock.
there is no issue about emerging from Chapter 11 IMO, the only issue is ehether shareholders get anything.
what was in the news?
IHR WAY better than BEE hasn't moved
BEE has nearly doubled woth all kinds of financial issues. IHR is WAY better than BEE:
IHR is tne best real estate value laggard
$1.60 price
small 30 MM float
Small debt none due till 2012
$40 MM annual EBITDA Worth $7 at 12 X EBITDA
IHR WAY better than BEE hasn't moved
BEE has nearly doubled woth all kinds of financial issues. IHR is WAY better than BEE:
IHR is tne best real estate value laggard
$1.60 price
small 30 MM float
Small debt none due till 2012
$40 MM annual EBITDA Worth $7 at 12 X EBITDA
OUTSTANDING Yahoo Post on Lehman LEHJQ
Not to worry, these are all accounted in the book. All creditors claim is part of 100.742B Borrowings that is included in the 324.969 Liability.
Asset=314.587B
Liability=324.969
Deficit= (10.382B)
+++++++++++++++++++++++++++++++++++++++++++++++++++++ +++++
Potential Additional Asset to be recovered still remain:
50B Loan to subsidiary
17B From JPMies
16B SIPA liquidation
10B NOL
50B Net intercompany receievable
8.0B Barclay ??
Total= +151B Potential, Additional Asset!!!
Plus Claims from 15% or 6T Open Contract Derivatives
(only 390B have been Sorted out- net 11.3B)
Plus settlement claims from Terminated 85%- 33T DERIVATIVES!!!
Sources: Dec.31 A/L, Aug.21-Form 8-K Report, 341Creditors meeting, Marsal's CNBC interview.
JUST FOR YOUR AWARENESS...DO YOUR DUE DILLIGENCE...DO NOT RELY ON MY OWN CALCULATIONS
OUTSTANDING Yahoo Post on LEH
Not to worry, these are all accounted in the book. All creditors claim is part of 100.742B Borrowings that is included in the 324.969 Liability.
Asset=314.587B
Liability=324.969
Deficit= (10.382B)
+++++++++++++++++++++++++++++++++++++++++++++++++++++ +++++
Potential Additional Asset to be recovered still remain:
50B Loan to subsidiary
17B From JPMies
16B SIPA liquidation
10B NOL
50B Net intercompany receievable
8.0B Barclay ??
Total= +151B Potential, Additional Asset!!!
Plus Claims from 15% or 6T Open Contract Derivatives
(only 390B have been Sorted out- net 11.3B)
Plus settlement claims from Terminated 85%- 33T DERIVATIVES!!!
Sources: Dec.31 A/L, Aug.21-Form 8-K Report, 341Creditors meeting, Marsal's CNBC interview.
JUST FOR YOUR AWARENESS...DO YOUR DUE DILLIGENCE...DO NOT RELY ON MY OWN CALCULATIONS
Why Lehman: LEHJQ ($.35 + $.06) is next FRE. $2 soon OCTOBER 15 COURT DATE
LEHJQ are LEHMAN PREFERRED SHARES
Lehman: Barclays Reaped $8.2 Billion Windfall
Article By PATRICK FITZGERALD
Lehman Brothers Holdings Inc. said Barclays PLC earned a "windfall" of at least $8.2 billion when it bought Lehman's broker-dealer business in 2008.
Lehman said in a court filing Tuesday that Barclays received $8.2 billion in excess Lehman assets as a result of deliberate understatement of its assets.
A representative for Barclays wasn't immediately available to comment.
The windfall included a $5 billion undisclosed discount off the book value of securities transferred to Barclays and $2.7 billion added to the deal at Barclays' demand during the sale hearing conducted at the U.S. Bankruptcy Court in Manhattan.
Under the agreement, Barclays paid $1.54 billion for Lehman's North American broker-dealer business and agreed to assume up to $4.2 billion in liabilities, according to Lehman.
But Lehman said in court papers that evidence exists that undisclosed "self-interested" Lehman executives hid the discount for Barclays, inflated Lehman's liabilities and made undisclosed changes to the deal in a bid to elevate their employment prospects at Barclay's over Lehman's interest.
Lehman wants Judge James Peck, who signed off on the sale just days after Lehman collapsed, to modify the sale order forcing Barclays to return the excess value of the assets to Lehman's bankruptcy estate.
A hearing on that request is scheduled for Oct. 15.
Lehman filed for Chapter 11 bankruptcy protection on Sept. 15, 2008, in the largest bankruptcy in U.S. history. The restructuring firm helping to wind down Lehman's business said in July that Lehman's U.S. units are sitting on more than $12 billion, up from about $3 billion when it collapsed last September.
Long this stock big time, but that is a misleading post to say they are now applying for TARP funds.
This stock has plenty of real news pushing it no need for hype.
WAMKQ preferred vs. LEHJQ?
the setup for LEHJQ is the same as WAMKQ, a court date with huge $$ involved, only LEHJQ looks BETTER than WAMKQ prefferred whcih has skyrocketed to 1.25 or something.
Anyone think LEHJQ should eventually blow away WAMKQ?
Rarely trade pinks but bought 300000 today $.20 average, yes this could go to $10.
HLYS exploding Kids shoes $2.7 + $.42 The next TWB / CROX: http://finance.yahoo.com/q/ecn?s=HLYS
HLYS Was $25 a few years ago
$2.5 / share cash no debt.
10 million float
Just about the ONLY retailer that hasn't moved.
Will benefit from "back to school"
Going to follow CROX momo to $7
HLYS exploding Kids shoes $2.7 + $.42 The next TWB / CROX: http://finance.yahoo.com/q/ecn?s=HLYS
HLYS Was $25 a few years ago
$2.5 / share cash no debt.
10 million float
Just about the ONLY retailer that hasn't moved.
Will benefit from "back to school"
Going to follow CROX momo to $7
HLYS exploding Kids shoes $2.7 + $.42 The next TWB / CROX: http://finance.yahoo.com/q/ecn?s=HLYS
HLYS Was $25 a few years ago
$2.5 / share cash no debt.
10 million float
Just about the ONLY retailer that hasn't moved.
Will benefit from "back to school"
Going to follow CROX momo to $7
DSCO:NASDAQ $.76 +$.27 26 Million volume
http://finance.yahoo.com/q?s=DSCO
No brainer like shooting ducks in a barrel.
FDA meeting in 2 weeks. $2 + by then. Just like HEB and AGEN.
DSCO:NASDAQ $.76 +$.27 26 Million volume
http://finance.yahoo.com/q?s=DSCO
No brainer like shooting ducks in a barrel.
FDA meeting in 2 weeks. $2 + by then. Just like HEB and AGEN.
2.5 this month IMO
Why BBI:NYSE ($1.13) will be a 10 bagger from here:
1) BBI was priced for insolvency, but LIQUIDITY ISSUES HAVE NOW BEEN RESOLVED. August transactions increasing liquidity by $95 million. BBI now has $200 Million unrestricted cash.
2) $300 Million EBITDA for 2009. If BBI traded at standard 12 X EBITDA it would be $15.
3) BBI has huge International assets that it plans to sell to become DEBT FREE.
4) Comparative valuations: BBI has market cap of $200 MM vs. $2.5 Billion for Netflix.
Here is a great summary post:
I mean seriously though ... do you actually think we will be hovering around the $1-$2 range in the next few months? This is the buying opportunity of a lifetime.
-Blockbuster WILL pay of their debt.
-Blockbuster will have over 10,000 Kiosks in play by the end of 2010 .. with tens of thousands more to come ...
-Blockbusters Kiosks will have hundreds .. yes HUNDREDS mored dvds than any other brand Kiosks.
-Blockbuster will sell a FEW yes ... FEW more International sites for Millions and Millions.
I could go on forever, but just remember this.
days like today will be nothing compared to the gains we are about to see in the next few months. If you don't have faith, then just buy when we hit $3 ... because after that .... it will be 7 next .... then hover around 10 for months and months.
Blockbuster is WAY Undervalued ... way to obvious. Once Blockbuster pays off their debt, which they easily will now, they will be no doubt at all they will emerge to be one of the greatest stories of this past year and a half.
They are truly changing their business at an unbelievable fast-paced rate. They may have gotten into it late, but RedBox and NetFlex will be nothing compared to what Blockbuster is about to become.
I said it at.82 ... and I'll say it again. Don't think of the OLD Blockbuster ... Think of Blockbuster as a new business. Blockbuster is about to change the ENTIRE GAME ...
Just sit back and relax ... go long ... and in a few months you will be very happy. Blockbuster is on the verge of greatness and a wonderful comeback story. yes... I'll say it again .... The Entire Industry is about to change and is changing as we speak, but Blockbuster is on it's