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MikeDDKing

06/09/11 10:30 AM

#241845 RE: Rawnoc #241667

ASTC IMO has great odds of being a multi-bagger and is my largest position. Here are reasons that I like ASTC:

1. ASTC has two divisions including the Astrotech Space Operations (ASO) and Spacetech. ASO provides satellite launch processing services. Spacetech is an incubator intended to develop space-industry technologies into commercial applications. ASO is quite profitable but Spacetech isn't. ASO made $0.35/share last year yet the stock last traded at $1.17. To get the proper valuation for this company, IMO you need to value it as two separate companies first rather than just look at the bottom line. I think that ASO is worth $4 today based upon EPS of $0.35/share last year and is worth even more in the future. I'm not sure what value to give to Spacetech but even if you give that a value of zero, ASTC is massively undervalued.

2. The huge $16.2M contract that they just got should move overall profitability of ASTC to roughly the $0.30 level in fiscal 2012. That implies ASO earnings will be in the $0.65/share ballpark!
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63261790

Note that as revenue rises their margins generally go up. Also, per their filings, fixed-price contracts typically have higher margins.

3. Book value is $2.04/share and cash is $0.39/share. ASTC is trading for roughly 1/2 of BV!

4. The CFO recently purchased roughly $50K of stock in open market transactions!
http://www.secform4.com/filings/1001907/000120919111032756.htm
http://www.secform4.com/filings/1001907/000120919111029834.htm

5. According to a yahoo poster, 1st Detect, a part of Spacetech is going to commercialize one of their products in late Q4 2011 or early Q1 2012.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63578919

The ASTC board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=5026
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MikeDDKing

06/23/11 1:59 PM

#242312 RE: Rawnoc #241667

SPIN IMO is a potential multi-bagger. They are a medical marketing, management, billing and collection company facilitating treatment for patients who have sustained spine injuries resulting from traumatic accidents. Here are some reasons I like SPIN:

1. They have been rapidly growing earnings and have high GM. They made $0.017 in the most recent quarter and have GM of 64%. With a high GM, incremental revenue drops rapidly to the bottom line.

2. In the most recent CC they indicated that they think they will have gross revenue of $2M which is an increase of over 35% from the most recent quarter where they had gross revenue of $1.479M. Also, there were some one-time expenses in the most recent quarter so I expect expenses to go down as a percentage of revenue and possibly in absolute dollars. I'm expecting Q2 earnings in excess of $0.02/share and possibly as high as $0.03/share. Their bullish outlook was reiterated in a recent PR:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64427281

3. They are rapidly adding clinics. They had two clinics as of the beginning of 2011. They added one at the beginning of February and one in June. Furthermore, they have plans to rapidly expand their clinics as cash allows. I expect earnings and revenue to rapidly ramp up.

4. The CEO has been buying shares in the open market for some time.

5. The CEO has previously run a public company that had a similar business model. That company started out on the pinksheets and uplisted.

Recently they had their first conference call (fiscal Q1'11) which I think is the best place to start your DD. They do a great job of explaining the business model and the opportunity. Here is a link:
http://spinepaininc.com/call.php

Also, the fiscal Q2'11 conference call is a good source of DD:
http://spinepaininc.com/call2.php
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MikeDDKing

06/23/11 2:35 PM

#242314 RE: Rawnoc #241667

AUTO is one of my favorites and I think will likely double or more in the next year. They are a non-asset based transportation services company. Here are some reasons I like AUTO:

1. AUTO has 5 consecutive quarters of year-over-year earnings growth and 6 consecutive quarters of year-over-year revenue growth. That is a trend I expect to continue.

2. In the PR for the Q1 earnings report they bullishly stated: "We are poised to continue to capitalize on the improved business environment and will continue to expand our agent network and to seek out strategic growth opportunities."

3. They have trailing twelve month earnings of $0.095 so they are trading with a trailing PE of only 6.

4. They have a nice balance sheet with book value of $0.65/share.

5. FedEx (ticker FDX) recently had a nice quarter and a bullish outlook. Also, I have a friend that is a manager in the trucking business and he has been very, very busy.
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MikeDDKing

07/02/11 10:49 AM

#242606 RE: Rawnoc #241667

SPIN IMO is a potential multi-bagger. They are a medical marketing, management, billing and collection company facilitating treatment for patients who have sustained spine injuries resulting from traumatic accidents. Here are some reasons I like SPIN:

1. They have been rapidly growing earnings and have high GM. They made $0.017 in the most recent quarter and have GM of 64%. With a high GM, incremental revenue drops rapidly to the bottom line.

2. In the most recent CC they indicated that they think they will have gross revenue of $2M which is an increase of over 35% from the most recent quarter where they had gross revenue of $1.479M. Also, there were some one-time expenses in the most recent quarter so I expect expenses to go down as a percentage of revenue and possibly in absolute dollars. I'm expecting Q2 earnings in excess of $0.02/share and possibly as high as $0.03/share. Their bullish outlook was reiterated in a recent PR:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64427281

3. They are rapidly adding clinics. They had two clinics as of the beginning of 2011. They added one at the beginning of February and one in June. Furthermore, they have plans to rapidly expand their clinics as cash allows. I expect earnings and revenue to rapidly ramp up.

4. The CEO has been buying shares in the open market for some time.
http://finance.yahoo.com/q/it?s=SPIN.PK+Insider+Transactions

5. The CEO has previously run a public company that had a similar business model. That company started out on the pinksheets and uplisted.

Recently they had their first conference call (fiscal Q1'11) which I think is the best place to start your DD. They do a great job of explaining the business model and the opportunity. Here is a link:
http://spinepaininc.com/call.php

Also, the fiscal Q2'11 conference call is a good source of DD:
http://spinepaininc.com/call2.php
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MikeDDKing

07/20/11 11:53 AM

#242932 RE: Rawnoc #241667

TESS is one of my favorites which I think will appreciate 35-100% in the next 6-9 months to $20-30/share. TESS is a wireless equipment provider that has a history of long term growth. They just announced blowout earnings for their first fiscal quarter. Here is some more background:

1. TESS guided for EPS of $0.37-$0.45 for fiscal Q1 (June) and delivered diluted EPS of $0.57! They last traded at $14.86.

2. TESS guided for fiscal 2011 earnings of $1.70-$2.10/share. I think there are great odds that they beat this guidance as they did for fiscal Q1. Based upon forward earnings of only $2/share they are trading at a very low multiple of 7.5.

3. The deal with GE transportation seems like it could be a significant growth item for them and also provides a platform to grow into other areas. This has been discussed in recent conference calls.

4. They have grown revenue and earnings each year for the past three years.

5. They pay a nice quarterly dividend which they increased today from $0.10/share/quarter to $0.15/share/quarter. That represents a 4% yield at current prices.

6. They have a very strong balance sheet with a book value of over $11/share.

I added some shares today on the report.
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Rawnoc

08/30/11 10:05 AM

#245072 RE: Rawnoc #241667

JBII thoughts on 8/30/11....

I think JBII is a potential grand slam out of the park home run. Here's why:

(1) JBII has developed the first and only viable green energy process in history as validated by these extremely credible entites including a nice list of multi-billion dollar public companies:

General Motors (NYSE: GM)
Rock-Tenn/Smurit-Stone (NYSE: RKT)
OxyChem (NYSE: OXY)
Waste Management (NYSE: WM)
Chrysler
Billionaire Middleeast Investor(s)
Coco Paving
Two New York State Senators
The Mayor of Niagara Falls
New York Department of Environmental Conservation
Islechem, the private R&D lab of a $90 billion NYSE: OXY
Conestoga-Rovers and Associates
Intertek
PetroLabs
Alberta Resource Council
Southwest Research Institute

(2) JBII just barely began making fuel sales from waste plastic and already showed a handsome gross profit margin on those sales.

(3) "As of August 19, 2011, with a NYMEX crude price of $82.81, Coco Paving is presently ordering and purchasing full tankers of petroleum distillate at $109.80 per barrel. Coco Paving has stated it is pleased with our Plastic2Oil fuel and they are ordering from the Company on a regular basis."

(4) JBII's first P2O processor has been in development for quite some time. They are now in the process of adding 5 more processors including three with their exclusive NYSE: RKT contract:

http://www.plastic2oil.com/news/2011-press-releases/20110808-jbi,-inc-announces-a-ten-year-agreement-for-commercially-viable-conversion-of-waste-plastic-to-fuel.aspx

(5) What are the company's current priorities?

The company's current priorities include installing two additional processors at the Niagara Falls, NY facility in order to become cash flow positive as quickly as possible, and manufacturing three processors for an initial North American RockTenn site. Additionally, we are in various stages of fuel testing with high volume fuel users, so that large fuel supply agreements can be finalized. Management anticipates that access to project financing for multiple additional processors will be forthcoming, given our access to free feedstock along with the closing of large fuel supply agreements. These priorities are being attended to simultaneously by company management.

http://www.plastic2oil.com/investor-relations/faq.aspx

(6) Niagara Falls Mayor Paul Dyster said, "Every waste hauler in the United States, Canada, and a lot of other places, is going to have one of these units located on site, because now they can take plastic they would otherwise pay to landfill, and they can convert it into fuel to run their vehicles."
http://www.wivb.com/dpp/news/niagara/Falls-business-turns-plastic-into-fuel <~~~watch the video

"The city of Niagara Falls, New York and JBI, Inc. have reached a big milestone. JBI, Inc. -- Plastic2Oil was granted a Solid Waste Permit to commercially operate its Niagara Falls facility with three Plastic 2 oil processors," said Mayor Paul Dyster, Niagara Falls, NY. "This is a huge positive economic boost for Niagara Falls -- especially in these tough times. It will ultimately create hundreds of new green jobs for Western NY, eliminate waste plastics from going into our already expansive landfills, and provide North Americans with cleaner and greener sulfur free fuels."
http://www.plastic2oil.com/news/2011-press-releases/20110617-nysdec-issues-permits-to-jbi-for-plastic-to-diesel-conversion.aspx
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Rawnoc

08/30/11 10:08 AM

#245073 RE: Rawnoc #241667

INXSF.PK / INX.V thoughts as of 8/30/11...

(1) They are profitable and growing and forecasting a 40% increase in sales growth the next two quarters. I forecast that to translate into EPS of +.04 or +.05. Annualized PE makes the stock insanely cheap under .40 IMO, and I expect it to explode.

(2) INXSF.PK / INX.V has a nice list of blue chip customers. Some of these blue chip customers include the following:

Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's

Here is a link to the customer page on their web site which lists even more customers:
http://www.intouchsurvey.com/Customers

(3) Latest Earnings PR: http://finance.yahoo.com/news/In-Touch-Survey-Systems-Ltd-cnw-2022495722.html?x=0&.v=1
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Rawnoc

08/30/11 10:17 AM

#245074 RE: Rawnoc #241667

REPR thoughts as of 8/30/11....

(1) Freedom60 Sales (their main product) are continuing to explode led by an increasing recurring revenue stream as Hizentra and Vivaglobin patients tend to be patients for life who require REPR's tubing sets every month which run over $325 per year per patient for life. Hizentra sales continue to explode and the maker of Hizentra continues to promote REPR's Freedom60 device and tubing sets. 10Q forecasts further increases as a result of Hizentra drug approval last year and the Freedom60 now used for other drugs as well.

(2) On May 20, 2011 REPR received their long anticipated FDA approval for the marketing of their new needle set. It is expected that this approval will lead to a significant increase in sales and REPR is underdoing significant manufacturing expansion in anticipation of this.

(3) I estimate that conservatively around 14,000 devices are on operation with a recurring revenue stream of now of $1,136,100 per Q. The recurring revenue stream now going forward is very high and that alone should continue to make REPR very profitable and growing with growing device sales being icing on the cake.

(3) REPR's Freedom60 device is the only one of its kind approved by Medicare.

(4) Rock solid balance sheet with a large and growing cash position, very little debt, and zero need for dilution.

(5) REPR is hiring like crazy.

(6) From the latest 10Q:

INVESTMENT TO INTRODUCE AND ROLL-OUT NEW PRODUCT

We are expanding our management and assembly staff to meet the anticipated demand for our High-Flo™ RMS Subcutaneous Needle Set. We anticipate increased expenditures for items associated with anticipated growth, such as added personnel and expanding hours of production, obtaining added tooling and equipment, obtaining additional supplies of raw material and parts, obtaining supplemental sources of supply, and expanding advertising and marketing efforts.

======================

We have taken initial steps to increase our in-house capacity to manufacture and build inventory of the new needle sets. We believe we have sufficient resources to expand domestic marketing of the needle sets. We are negotiating with a third party manufacturer to arrange for outside production for additional capacity and to establish an alternative source of supply for our customers.
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Rawnoc

11/09/11 2:51 PM

#248255 RE: Rawnoc #241667

REPR is one of my favorite long term plays. They are already nicely profitable, growing, no dilution, an insider buying in the open market, their main product is the only one of their kind approved by medicare, and they have a nicely profitable recurring revenue stream.

REPR has a nice balance sheet with very little debt and a cash balance growing nicely. They have been hiring like crazy all year. Last but certainly not lease they got an FDA approval for a new product in May of this year and are launching sales for it in the current quarter after hiring a production team and stockpiling inventory last quarter.
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Rawnoc

11/30/11 5:42 PM

#248842 RE: Rawnoc #241667

SPIN is going to be an easy monster home run IMO. Here's why:

(1) SPIN is making money (EPS) hand over fist and growing since inception and the EPS + growth is very cheap vs. the price.

(2) Recent CC describes business model of what is happening as a "snowball effect" -- as they collect they reinvest into an accelerating bigger and bigger pool of receivables. Guidance PR for Q4 is forthcoming that will show same or better than Q3.

(3) SPIN has a great balance sheet with a book value of over .19/share. SPIN is not diluting and has no reason to dilute and has made it clear it won't dilute. SPIN is only looking for financing in the form of a debt instrument that will further accelerate they're already exploding earnings, forecasted by the company to add an extra .24 EPS next year on top of what I think will be .36 EPS next year (was .042 EPS last quarter).

(4) SPIN's business is completely recession-proof with very little competition.

(5) SPIN's CEO regularly buys in the open market while drawing no salary:

http://finance.yahoo.com/q/it?s=SPIN.PK+Insider+Transactions

(6) Their CEO was previously CEO of a pinksheet stock that got uplisted to NASDAQ and then later on the AMEX. SPIN's business model is very similar to the CEO's old company.

SPIN Most Recent CC and Presentation:

http://spinepaininc.com/q3.php
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MikeDDKing

12/01/11 11:27 AM

#248869 RE: Rawnoc #241667

INXSF.PK / INX.V is a rapidly growing marketing data collection company and is my second largest holding. I think it has excellent odds to be a multi-bagger over the next year and a 10 bagger over the next 2.5 years. It trades in Canada as INX.V and in the US at INXSF. Here are some reasons why I am very bullish:

1. Revenue has been growing rapidly over many years:
2005 $1,684,290
2006 $3,632,304
2007 $5,060,576
2008 $5,914,814
2009 $5,479,081
2010 $5,893,125
2011 $8,840,000 (Estimate based upon co. guidance)

2. I predict that 2012 will be a breakout year. My estimate is for revenue of $12.7M and diluted EPS of $0.14! That gives it a forward PE of a mere 2.4 based upon a share price of C$0.34.

3. They are expanding into mobile apps which is a big part of their growth initiative.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63379561

4. While my estimate is based purely on organic growth, they have a history of successful acquisitions which provides significant upside potential.

5. Insiders have been buying:
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.340
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 36,000 $0.340
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.335
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.330

6. Their customers include a large number of blue chip companies some of which include the following:
Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's
http://www.intouchsurvey.com/Customers/

In-Touch provides integrated solutions for custom data capture and mobile marketing solutions for global enterprise customers. You can learn more about In-Touch Survey Systems here:
http://www.intouchsurvey.com/Company/

The INX.V / INXSF board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=11816
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Rawnoc

12/01/11 11:52 PM

#248898 RE: Rawnoc #241667

INXSF / INX.V -- looking for a huge upside move. Here's why:

(1) They are profitable and growing and have built a solid business that they keep guiding for increased sales.

(2) Insiders have been buying shares in the open market:

http://canadianinsider.com/coReport/allTransactions.php?ticker=inx

(3) Their customer base includes many multi-billion dollar household name companies:

Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's

http://www.intouchsurvey.com/Customers

(4) The float and share count are rather small -- any serious buying as their success continues to layer up can result in a huge upside move quite easily as history has shown in the chart (from the very low single digits to here) -- it won't take much to move to the $1.00+ range as sales and earnings get even higher.


(It trades in Canada as INX.V and in the US at INXSF)
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Rawnoc

12/02/11 11:18 AM

#248911 RE: Rawnoc #241667

IPMN -- looking for multi-bagger rally to new highs. Here's why:

(1) IPMN is making money hand over fist and growing, and those annualized earnings vs. the stock price are off the scale cheap. I highly doubt it will last very long.

(2) Short interest on IPMN lately has been unusually large which could help it get a mini short squeeze:

http://www.otcmarkets.com/stock/IPMN/short-sales

(3) IPMN has a tar sands operation as a wild card that they forecast will do quite well and add to their already extremely successful operations (on both sales and earnings).

(4) IPMN is currently trading below a recent fixed price equity financing that was significant. Shareholders at this price are getting in cheaper than the large financiers did.
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Rawnoc

12/02/11 11:36 AM

#248912 RE: Rawnoc #241667

AXST -- looking for a massive upwards move. Here's why:

(1) Last Q earnings came in at +.053 EPS. Annualized rate of over .20/share for a stock barely trading over .20 -- if this isn't a super value I don't know what is.

(2) Backlog increased with the awesome quarter so I think there's a good chance these earnings will continue and AXST will explode accordingly.

(3) Their recent success is due to a new cool wireless product they sell through Sprint.

(4) Insiders have been buying in the open market:

http://finance.yahoo.com/q/it?s=AXST.PK+Insider+Transactions
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Rawnoc

12/02/11 12:14 PM

#248914 RE: Rawnoc #241667

REPR is setting up to be a huge home run IMO. Here's why:

(1) On May 20, 2011 REPR received their long anticipated FDA approval for the marketing of their new needle set. It is expected that this approval will lead to a significant increase in sales and REPR is underdoing significant manufacturing expansion and stockpiling of inventory in anticipation of this. Sales begin with the next reported quarterly report.

(2) Freedom60 Sales (their main product) are continuing to explode led by an increasing recurring revenue stream as Hizentra and other drugs -- patients tend to be patients for life who require REPR's tubing sets every month which run over $325 per year per patient for life. Hizentra sales continue to explode and the maker of Hizentra continues to promote REPR's Freedom60 device and tubing sets. 10Q forecasts further increases as a result of Hizentra drug approval last year and the Freedom60 now used for other drugs as well.

(3) REPR's Freedom60 device is the only one of its kind approved by Medicare.

(4) Rock solid balance sheet with a large and growing cash position, very little debt, and zero need for dilution.

(5) REPR recently had some insider buying in the open market.
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MikeDDKing

12/02/11 1:23 PM

#248923 RE: Rawnoc #241667

IPMN is one of my favorites that I think has great odds to be a multi-bagger and possibly a 10+ bagger. They have two main lines of business including biodiesel production and tar sands oil recovery. Here are some reasons I like IPMN:

1. Trailing EPS/PE - IPMN had diluted EPS of $0.214 in the fiscal year ending July 31, 2011 so they are trading at a trailing PE of roughly 3.

2. Forward EPS/PE - I estimate that IPMN made $0.10 in fiscal Q1'12 (ending Oct 2011). If you annualize my expected EPS for the this quarter they are trading at a PE of roughly 1.5. I expect fiscal 2012 earnings to be higher than this run rate but I haven't yet done an estimate.

3. Large Biodiesel Growth - They are expanding their biodiesel facility from 30M gallons of annual capacity to approximately 40M. The additional capacity is planned to come online near the end of January. Also, they are planning on adding one to two additional biodiesel facilities with the first one coming online in February 2012. The first facility will have capacity of 30M gallons which means that their biodiesel revenue rate could increase by ~133% by February assuming constant diesel prices. They are planning on adding one facility in the southeast and one in the southwest. They plan to add the second facility near the end of fiscal 2012 bringing biodiesel revenue growth to 233% assuming a 30M gallon facility and constant diesel prices.

4. Tar Sands Oil Recovery Business - Currently the vast majority of their revenue comes from biodiesel. However they are just bringing their tar sands oil recovery business online. Per the last CC their first commercial operation was to come online in November. This business has the potential to be as large or larger than the biodiesel business. In the last CC they stated that one oil sands machine can generate $10M in net income per year once it is fully operational which translates to approximately $0.25/share.

The IPMN board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=4950
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Rawnoc

12/02/11 1:50 PM

#248929 RE: Rawnoc #241667

JBII -- ALL HEAVEN IS GOING TO BREAK LOOSE

JBII has developed what many of us believe is the first and only economically viable green energy process in history that takes free waste plastic that would normally be sent to landfill and converts it into consumer-read spec diesel fuel and fuel oil #6 that is better performing and cleaner than fuel from refineries. Trillions of dollars have been spent around the world trying to develop a green alternative energy that's actually economically viable without government help AKA self-sustaining and truly a substitute. JBII has done it. They are the first and the only in history -- while at the same time having the first and only true viable solution to the terrible plastic waste problem. When the world figures this out, which they will, that JBII can make a killing solving two huge problems ALL HEAVEN IS GOING TO BREAK LOOSE.

JBII has recently completed the design of their first commerical-scale plastic2oil processor with a "plug and play" design to allow for massive and rapid expansion to unleash an army of their processors across North America. Just to start, JBII has recently signed a 10 year exclusive contract with NYSE: RKT to house processors since their facilities and feedstock generated each day can support hundreds of processors. The first NYSE: RKT site to house a "cluster" of plastic2oil processors has been determined and preparations are being made now.

The process has very few costs -- free feedstock, the off-gas from the feedstock energizes the system so the energy to run it is almost entirely free, and the fuel produced is extremely valuable. The process is almost entirely automated so even labor costs as a percentage of sales will be almost nothing. The result of the design of what many of us think will quickly prove to be a massively profitable process creating fuel at extremely high profit margins with zero viable competition.

JBII is currently building/installing 2 more processors for their current plant in Niagara Falls, NY (to be operational as soon as December 2011) and 3 processors for an initial NYSE: RKT site. Many of us believe those 2 extra processors alone producing and selling fuel along with the 1st will make enough profits from each barrel of fuel sold to make the entire company profitable. From there, many of us expect a massive rollout as making carbon copies of the plastic2oil processors designed "modular rack, plug and play" style should be a cake walk. Think Red Box type of business mode -- once they knew a single red box machine was profitable and easy to duplicate, they blanketed North America with their machines.

JBII has been heavily endorsed by the Niagara Falls Mayor, 3 New York State senators, NYSE: RKT, New York Department of Environmental Conservation, Islechem, the private R&D lab of NYSE: OXY (both formerly owned and currently hired as), etc. Their fuel has been certfied by Intertek, PetroLabs, Alberta, Resource Council, Southwest Research Institute and bought by NYSE: OXY, Coco Paving, and is currently being tested by others.

When the street figures all this out, many of us think....

ALL HEAVEN IS GOING TO BREAK LOOSE
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MikeDDKing

12/03/11 7:12 PM

#248954 RE: Rawnoc #241667

TESS is one of my favorites. I think it could possibly provide 100% return over the next year. TESS is a provider of wireless phone and infrastructure products. Here are some reasons why I like them:

1. TESS has grown consistently over the past ten years and this year so far is no exception. Here is a history of their revenue (note their fiscal year ends in March):

2011 $605.2M
2010 $522.0M
2009 $483.0M
2008 $521.0M
2007 $492.3M
2006 $477.3M
2005 $513.0M
2004 $352.7M
2003 $273.9M
2002 $248.9M

2. They are guiding for earnings of $1.80 to $2.10 per share for the fiscal year ending March 31, 2012. With a stock price of $13.39 they are trading at a multiple of less than 7 times the midpoint of that guidance. They have a history of exceeding guidance and increasing guidance so their guidance may be conservative.

3. The CEO stated the following in the CC regarding fiscal Q3'12 (ending December 31, 2011): "It will be a fabulous quarter."

4. They pay a $0.15/share/quarter dividend which is a current yield of 4.3%. Also, they have a history of increasing their dividend.

5. They have a nice balance sheet with a book value of $11.16/share, TBV of $9.66/share, and cash of $1.73/share. The combination of the balance sheet and dividend gives them some good downside protection IMO.
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MikeDDKing

12/05/11 1:04 AM

#248980 RE: Rawnoc #241667

TPCS is one of my favorites. They have been in growth mode for some time and I think that growth is poised to accelerate in the next 12-24 months. Here are some reasons why I like TPCS:

1. They have been rapidly diversifying their customer base via initiatives in a number of different fields including sapphire (used for LED production), medical, nuclear, and industrial. Much of this new business is going to be coming online relatively soon. I think their long term growth will extend out a number of additional years.

2. They added lower cost production capabilities in China which is helping them gain market share as many of their customers (particularly solar and sapphire customers) are based in China. These customers want production in China as it lowers cost and provides other benefits.

3. Next quarter should be a blowout quarter as some revenue missed hitting the prior quarter and will be lumped into the December quarter. They are guiding for $12.5-$14.5M in revenue. Three analysts are following them and are expecting an average of $13.5M in revenue and EPS of $0.06 which is a nice bottom line for a stock trading around $1.

4. Going forward into fiscal 2013 the three analysts that are covering them are expecting an average of $57M in revenue and $0.25/share in EPS.

5. They have a solid balance sheet with a book value of $0.72/share and cash of $0.31/share.

The TPCS board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=12932
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Rawnoc

12/05/11 9:38 AM

#248986 RE: Rawnoc #241667

SPIN = NO BRAINER....going to be an easy monster home run IMO. Here's why:

(1) SPIN is making money (EPS) hand over fist and growing since inception and the EPS + growth is very cheap vs. the price.

(2) SPIN is guiding for 2012 EPS of +.30 to +.35 organically plus an extra +.08/share EPS for every $1 million in debt financing they get. They are seeking a minimum of $3 million with several parties interested:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69597212

(3) Recent CC describes business model of what is happening as a "snowball effect" -- as they collect they reinvest into an accelerating bigger and bigger pool of receivables. Guidance PR for Q4 is forthcoming that will show same or better than Q3.

(4) SPIN has a great balance sheet with a book value of over .19/share. SPIN is not diluting and has no reason to dilute and has made it clear it won't dilute. SPIN is only looking for financing in the form of a debt instrument that will further accelerate their already exploding earnings, forecasted by the company to add an extra .24 EPS next year on top of what I think will be .36 EPS next year (was .042 EPS last quarter).

(5) SPIN's business is completely recession-proof with very little competition.

(6) SPIN's CEO regularly buys in the open market while drawing no salary:

http://finance.yahoo.com/q/it?s=SPIN.PK+Insider+Transactions

(7) Their CEO was previously CEO of a pinksheet stock that got uplisted to NASDAQ and then later on the AMEX. SPIN's business model is very similar to the CEO's old company.

SPIN Most Recent CC and Presentation:

http://spinepaininc.com/q3.php
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MikeDDKing

12/05/11 11:04 AM

#248995 RE: Rawnoc #241667

SPIN is my favorite stock and largest holding and I believe will be a multi-bagger from here. They are a medical marketing, management, billing and collection company facilitating treatment for patients who have sustained spine injuries resulting from traumatic accidents. Here is why I like SPIN:

1. SPIN is guiding for 2012 EPS of $0.30-$0.35/share for organic growth. Additionally they have guided for incremental 2012 EPS of $0.08 per share for each $1m in pure debt financing that they raise. They are in active discussions on such financing with several parties. In the latest CC they stated that they are looking for a minimum of $3M in debt financing. That would place their forward guidance at $0.54/share-$0.59/share!. SPIN has a tiny forward PE.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69597212

2. SPIN has a business model that is very easy for them to expand and they have only tapped a tiny part of the market for this new service. I think they have the potential to grow for many years. They have been consistently adding new centers.

3. SPIN has 60%+ GM so additional revenue drops rapidly to the bottom line.

4. SPIN's business model is recession-proof.

5. SPIN's massive growth rate is very attractive and very rare in this environment.

6. SPIN's CEO has mad numerous open market purchases of the stock.
http://finance.yahoo.com/q/it?s=SPIN.PK+Insider+Transactions

7. SPIN has plans to uplist to a major exchange. They only need to get the price to the appropriate level ($2 if they go for AMEX) to uplist. I think the guidance will get them there.

The SPIN message board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=10703
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MikeDDKing

12/05/11 9:39 PM

#249054 RE: Rawnoc #241667

I think AXST is a potential multibagger. Here is why:

1. AXST reported earnings of $0.053/share for Q3. The stock last traded at $0.235 so it is quite cheap based upon those earnings.

2. The backlog jumped sequentially from $16.3M to $17.6M so I think there are good odds that they can put out another quarter with earnings of $0.05/share.

3. Their growth is being driven by the introduction of a product with Sprint that replaces a landline phone line with a wireless phone line.

4. There has been significant insider buying:
http://finance.yahoo.com/q/it?s=AXST.PK+Insider+Transactions

The AXST board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=11400
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MikeDDKing

12/06/11 2:45 PM

#249089 RE: Rawnoc #241667

ASTC IMO has good odds of being a multi-bagger. Here are some reasons that I like ASTC:

1. Backlog has doubled year over year from $19.9M to $38.9M. They should now start reporting some profitable quarters although they might be a bit lumpy.

2. ASTC has two divisions including the Astrotech Space Operations (ASO) and Spacetech. ASO provides satellite launch processing services. Spacetech is an incubator intended to develop space-industry technologies into commercial applications. ASO is quite profitable but Spacetech isn't. The drag on the bottom line due to the development of Spacetech has masked the underlying value of the ASO business. I think there are good odds that ASTC will spin off their Spacetech business in the near future or they will turn at least a part of it into profitability. Either way it will further improve the bottom line and unmask the value that is there.

3. Book value is now $2.04/share with cash of $0.88/share. The company is trading at a discount to both book value and cash.

4. The CFO purchased 50,000 shares in the open market earlier this year at $0.97/share-$1.02/share.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7948567-1330-9268&type=sect&TabIndex=2&companyid=712&ppu=%252fdefault.aspx%253fcik%253d1001907
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7977153-1330-9266&type=sect&TabIndex=2&companyid=712&ppu=%252fdefault.aspx%253fcik%253d1001907

The ASTC board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=5026
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MikeDDKing

12/06/11 7:20 PM

#249102 RE: Rawnoc #241667

JBII is a stock that I think has huge potential and is one of my favorites. Their ability to convert plastic to fuel at massive margins gives them the potential to be a mega bagger from here. They have made significant progress in recent months with the addition of the RKT deal and further upgrades to the processor required for RKT. I think the next 12 months will be significant for them as they have started the conversion from development stage to commercial stage. Some of the next steps include:

1. Ading more processors to their NY facility which should get them to cash flow positive.

2. Addition of more fuel contracts.

3. Starting installation of processors at RKT.

JBII is not without risk but I think if things go as planned, the next 12 months will be very rewarding for shareholders.
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MikeDDKing

12/06/11 7:48 PM

#249104 RE: Rawnoc #241667

GAXC is a mini Coinstar in the making that has considerable appreciation possibilities. They started rolling out their DVD service last year and ran into some problems. The CEO was fired and new management has taken the helm. They are making considerable progress in the turn around and subsequent growth. Here are some more details on why I like GAXC:

1. Ignoring one time items they made $0.019/share in Q3. Q4 is seasonally slower and they are targeting EPS of $0.01. I think Q4 will have the last one-time items. Their current EPS run-rate ignoring one-time items and seasonality is probably around $0.06/share. I think in 2012 they could make $0.07-$0.11/share which could potentially double their share price.

2. They are growing their DVD business at "The Exchange" which is located on military bases. Also, they have been upgrading their DVD machines at "The Exchange" to ones with higher capacity which should improve revenue per machine.

3. They are rapidly increasing the number of ATMs that they serve. This is being done both via acquisition and via organic growth. As of the end of 2010 they had approximately 4700 ATMs. A recent win is as follows:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69239213

4. They are trading at a discount to book value which is $0.61/share.

5. In a recent conference call they stated that they are looking to have 25-30% year-over-year revenue growth.

6. Insiders have been making substantial purchases in open market transactions.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7923197-1362-9782&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7924159-1249-9382&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7924158-1380-10276&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7941561-1380-9452&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570
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MikeDDKing

12/06/11 9:07 PM

#249108 RE: Rawnoc #241667

IPMN is one of my favorites that I think has great odds to be a multi-bagger and possibly a 10+ bagger. They have two main lines of business including biodiesel production and tar sands oil recovery. Here are some reasons I like IPMN:

1. Trailing EPS/PE - IPMN had diluted EPS of $0.214 in the fiscal year ending July 31, 2011 so they are trading at a trailing PE of roughly 3.

2. Forward EPS/PE - I estimate that IPMN made $0.10 in fiscal Q1'12 (ending Oct 2011). If you annualize my expected EPS for the this quarter they are trading at a PE of roughly 1.7. I expect fiscal 2012 earnings to be higher than this run rate but I haven't yet done an estimate.

3. Large Biodiesel Growth - They are expanding their biodiesel facility from 30M gallons of annual capacity to approximately 40M. The additional capacity is planned to come online near the end of January. Also, they are planning on adding one to two additional biodiesel facilities with the first one coming online in February 2012. The first facility will have capacity of 30M gallons which means that their biodiesel revenue rate could increase by ~133% by February assuming constant diesel prices. They are planning on adding one facility in the southeast and one in the southwest. They plan to add the second facility near the end of fiscal 2012 bringing biodiesel revenue growth to 233% assuming a 30M gallon facility and constant diesel prices.

4. Tar Sands Oil Recovery Business - Currently the vast majority of their revenue comes from biodiesel. However they are just bringing their tar sands oil recovery business online. Per the last CC their first commercial operation was to come online in November. This business has the potential to be as large or larger than the biodiesel business. In the last CC they stated that their initial oil sands operation can generate $10M in net income per year once it is fully operational which translates to approximately $0.25/share.

The IPMN board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=4950
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MikeDDKing

12/06/11 9:28 PM

#249109 RE: Rawnoc #241667

PBSV is one of my favorites which I think is poised for significant appreciation. They provides technical compliance related consulting services to the pharmaceutical, biotechnology, medical device, and chemical manufacturing industries. Here are some reasons I like PBSV:

1. PBSV has had 6 quarters of sequential growth in both revenue and earnings!

2. In the most recent quarter they made $0.067/share. Using their normal tax rate going forward, however, it would have been $0.044.
I expect them to continue to grow but even if earnings stayed flat they would make $0.18/share in the next 4 quarters. At $0.70/share they are quite cheap!

3. PBSV has a very strong balance sheet with a book value of $0.36/share and cash of $0.18/share.

4. They have a number of growth initiatives underway including branching out into IT services.
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MikeDDKing

12/06/11 9:36 PM

#249110 RE: Rawnoc #241667

INXSF / INX.V is a rapidly growing marketing data collection company and is my second largest holding. I think it has excellent odds to be a multi-bagger over the next year and a 10 bagger over the next 2.5 years. It trades in Canada as INX.V and in the US at INXSF. Here are some reasons why I am very bullish:

1. Revenue has been growing rapidly over many years:
2005 $1,684,290
2006 $3,632,304
2007 $5,060,576
2008 $5,914,814
2009 $5,479,081
2010 $5,893,125
2011 $8,840,000 (Estimate based upon co. guidance)

2. I predict that 2012 will be a breakout year. My estimate is for revenue of $12.7M and diluted EPS of $0.14! That gives it a forward PE of only 2 based upon a share price of C$0.28.

3. They are expanding into mobile apps which is a big part of their growth initiative.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63379561

4. While my estimate is based purely on organic growth, they have a history of successful acquisitions which provides significant upside potential.

5. Insiders have been buying:
Dec 2/11 Dec 2/11 Pretli, George Direct Ownership Common Shares 10 - Acquisition in the public market 6,000 $0.305
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 3,000 $0.340
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 36,000 $0.340
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 10,000 $0.335
Nov 10/11 Nov 8/11 Watt, Cameron James Direct Ownership Common Shares 10 - Acquisition in the public market 8,000 $0.330

6. Their customers include a large number of blue chip companies some of which include the following:
Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's
http://www.intouchsurvey.com/Customers/

In-Touch provides integrated solutions for custom data capture and mobile marketing solutions for global enterprise customers. You can learn more about In-Touch Survey Systems here:
http://www.intouchsurvey.com/Company/

The INX.V / INXSF board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=11816
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Rawnoc

12/06/11 11:58 PM

#249114 RE: Rawnoc #241667

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (12/06/11 update):

* IPMN - biodiesel and diversified alternative energy company.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69668148
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69539727
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=4950

* TPCS - an industry leading manufacturer of precision, large-scale fabricated and machined metal components and systems.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69593210
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=12932

* AXST - a leading provider of fixed wireless voice and broadband data products to the worldwide telecommunications market.
* Mike thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69628251
* Rawnoc's thoughts -- http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69540811
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=11400

* PBSV - technical compliance related consulting services primarily for medical companies.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69668752
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=21446

SPIN - Medical marketing, management, billing and collection company facilitating treatment for patients with spine injuries.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69603710
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69598466
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=10703

JBII - Alternative Oil and Gas company that has developed a process to convert waste plastic into fuel (Plastic2Oil).
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69547793
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69665241
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=15341

INXSF / INX.V - Rapidly growing marketing data collection company.
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69668962
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69526131
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=11816

ASTC - Provider of satellite launch processing services with huge backlog.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69655182
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=5026

TESS - Provides and services wireless systems for businesses and government.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69573308

GAXC - Mini CSTR - Rapidly growing self serve kiosk provider.
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69666060
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=13686

REPR - Rapidly growing & profitable makers of the only home, FDA & medicare approved syringe infusion system.
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=69543055
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=201