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MikeDDKing

02/17/12 9:58 AM

#253302 RE: Rawnoc #249480

BIOYF / RX.V is a rapidly growing marketer of pharmaceuticals in Canada that I think will be a monster like SPIN. They also have a nice insecticide business. Here are some reasons I like them:

1. Last quarter they made $0.025/share ignoring one-time items ($0.019 before one-time items). They last traded at $0.55 so they are cheap based upon those earnings. The insecticide business has some seasonality but I'm expecting Q4 to be similar to Q3 due to the growth in the pharmaceutical division.

2. The pharmaceutical business has had massive growth over the past two years. Here is the sales history for the pharmaceutical sales division:

Q3'11 $605K
Q2'11 $465K
Q1'11 $323K
Q4'10 $248K
Q3'10 $192K
Q2'10 $155K
Q1'10 $81K

3. Margins are very high at 78.6% for the last quarter. That means that additional revenue drops rapidly to the bottom line.

4. The pharmaceutical business has been growing rapidly because of the product FeraMAX which is for iron deficiency. It doesn't have the constipation side effect of other drugs which is a big benefit. It is continuing to gain new interest:
http://www.babycenter.ca/thread/26739/low-iron-anyone

5. They have a new topical anesthetic coming out in 2012 which should add to the growth in the pharmaceutical business.
http://finance.yahoo.com/news/BioSyent-Pharma-Receives-ccn-265549856.html?x=0&.v=1

6. The CFO has a history of purchasing lots of shares. He recently. His most recent purchase was at $0.485. In addition to the purchase shown in the link below, he also purchased 167,000 shares from 03/15/11-07/22/11 in the $0.107-$0.160 range
http://canadianinsider.com/node/7?menu_tickersearch=rx.v

7. They have a healthy balance sheet with no debt. Also, they have good cashflow as their operating cashflow exceeds earnings.

Disclosure: I've been accumulating this stock since August of last year and have a very large position.
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Rawnoc

02/18/12 9:17 PM

#253480 RE: Rawnoc #249480

BIOYF / RX.V is a potential multi-bagger home run IMO. Here's why:

(1) BIOYF / RX.V is debt-free, cash-rich making money hand over fist compared to its tiny market cap and growing rapidly. Their key product, Feramax, is getting rave reviews by pharmacists, doctors, and users.

http://www.babycenter.ca/thread/26739/low-iron-anyone
http://www.crohnsforum.com/showthread.php?t=27666
http://www.healthboards.com/boards/4698267-post5.html
http://ivf.ca/forums/topic/20978-feramax-iron-supplements
http://forums.weddingbells.ca/ubbthreads.php?ubb=showflat&Number=3630907
http://www.healthboards.com/boards/anemia/858534-how-much-iron-too-much.html

(2) Last quarter they had +.025 EPS (w/o one-timers of .006). Annualized + growth makes them appear very cheap to me especially vs. future increased potential EPS.

(3) Their pharmaceutical sales division has shown on average +40% sequential growth in sales each quarter for many quaters so far. Over +215% year-over-year growth last quarter with massive gross profitability margins (78.6% company-wide last quarter)

(4) BIOYF / RX.V is expecting to launch 2 new products this year, and 4 more next year.

(5) The CFO has been loves to buy shares in the open market:
http://canadianinsider.com/node/7?menu_tickersearch=rx.v
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Rawnoc

02/19/12 3:08 PM

#253489 RE: Rawnoc #249480

BIOYF / RX.V is a potential multi-bagger home run IMO. Here's why:

(1) BIOYF / RX.V is debt-free, cash-rich making money hand over fist compared to its tiny market cap and growing rapidly. Their key product, Feramax, is getting rave reviews by pharmacists, doctors, and users.

http://www.babycenter.ca/thread/26739/low-iron-anyone
http://www.crohnsforum.com/showthread.php?t=27666
http://www.healthboards.com/boards/4698267-post5.html
http://ivf.ca/forums/topic/20978-feramax-iron-supplements
http://forums.weddingbells.ca/ubbthreads.php?ubb=showflat&Number=3630907
http://www.healthboards.com/boards/anemia/858534-how-much-iron-too-much.html

(2) Last quarter they had +.025 EPS (w/o one-timers of .006). Annualized + growth makes them appear very cheap to me especially vs. future increased potential EPS.

(3) Their pharmaceutical sales division has shown on average +40% sequential growth in sales each quarter for many quaters so far. Over +215% year-over-year growth last quarter with massive gross profitability margins (78.6% company-wide last quarter)

(4) BIOYF / RX.V is expecting to launch 2 new products this year, and 4 more next year.

(5) The CFO has bought shares in the open market several times:
http://canadianinsider.com/node/7?menu_tickersearch=rx.v (that's the last 6 months alone)
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Rawnoc

02/19/12 4:07 PM

#253491 RE: Rawnoc #249480

BIOYF / RX.V is a potential multi-bagger home run IMO. Here's why:

(1) BIOYF / RX.V is debt-free, cash-rich making money hand over fist compared to its tiny market cap and growing rapidly. Their key product, Feramax, is getting rave reviews by pharmacists, doctors, and users.

http://www.babycenter.ca/thread/26739/low-iron-anyone
http://www.crohnsforum.com/showthread.php?t=27666
http://www.healthboards.com/boards/4698267-post5.html
http://ivf.ca/forums/topic/20978-feramax-iron-supplements
http://forums.weddingbells.ca/ubbthreads.php?ubb=showflat&Number=3630907
http://www.healthboards.com/boards/anemia/858534-how-much-iron-too-much.html

(2) Last quarter they had +.025 EPS (w/o one-timers of .006). Annualized + growth makes them appear very cheap to me especially vs. future increased potential EPS.

(3) Their pharmaceutical sales division has shown on average +40% sequential growth in sales each quarter for many quaters so far. Over +215% year-over-year growth last quarter with massive gross profitability margins (78.6% company-wide last quarter)

(4) I'm thinking RX.V / BIOYF will launch 2 new products this year, and each year after for a while based on my research so there is a wild card that any one or more of these additional products can be home runs as well.

(5) The CFO has bought shares in the open market several times:
http://canadianinsider.com/node/7?menu_tickersearch=rx.v (that's the last 6 months alone)
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Rawnoc

02/27/12 1:21 PM

#253892 RE: Rawnoc #249480

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (2/27/12 update):

* RX.V / BIOFY - Speciality pharmaceutical company with long term rapid growth.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72239525
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=72302478
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=22103

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

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

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

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

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

*updated since last posting

This list is in no particular order (except that the most recently updated tends to be toward the top) nor are they owned in equally weighted amounts as some we may have a LOT of money in while others very little as of the last update. Any links are thoughts as of the date and time they are written which may not be current. Also some symbols and/or links may be dropped from time to time without further update as the information/opinions mentioned simply become outdated. Please verify all claims and info, and do your own homework in addition.