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User-65225

03/10/14 10:50 PM

#302 RE: Sheepdog #299

You are being SELECTIVE in your comparison. Alpha initiated the BS via FOUR disseminated hit pieces in just 2 weeks and has been proven wrong on several points.

Not only did that Alpha writer show extreme ignorant in regard to CVV sector/business plan (claiming Apple was a competitor, etc), he was predicting $5 while spreading this BS via news services (SA)... notice the "we" disclosure. He obviously is part of the DESPERATE hedge fund that shorted too much. He did not ever publish his misinfo under a REAL name. He used the alias "Alpha Exposures"... no credibility at all... smear campaign...

We believe CVD Equipment Corporation (CVV) is a compelling short and faces an imminent and substantial collapse. Long on promises and short on delivery, CVD's share price has been supported by unsubstantiated graphene hype and large (and now completed) one-time orders for a failed thin film solar application. The promise of graphene developments by CVD is a mirage and years away. Not only is it too far in the future for CVD to benefit, but other more substantial companies are competing in the space. Furthermore, now that CVD has delivered its large solar orders, current orders and backlog have fallen to dangerously low levels. At $14.65/share, we believe CVD is a compelling short and believe true underlying value is only $5 per share based on its historic earnings, which is a generous valuation for a company that has since turned unprofitable and is now shrinking.

That was just 6 months ago and over the following several months to now they had RECORD levels in new orders... as the CEO predicted, for once the new location was fully operational.

CVV sure doesn't look like its about to collapse, does it? Are they mass diluting to stay alive? About 1 million issued over the past 5 years? lol... CVV sales are the BEST in company history right now, which MAKES SENSE considering what they supply + the growth of nano materials.

And if the Graphene sales are "years" away, whats up with this?

“In addition we also received orders for two large Graphene systems – one for a square 300mm substrate and the other for a round 200mm substrate. Our application laboratory is playing an important part in our ability to deliver next generation equipment that meets the evolving needs of this growing material area. Our expanded application laboratory now enables us to work with an increasing selected customer base in the fields of Nanotubes, Nanowires, Graphene, TCO coatings and other deposition requirements. If you have not looked recently at our Website where our conference presentations are published, I urge you to do so. You will be able to see some of the directions we are headed into with the intent of advancing these nano materials into large volume, value added products.


Looks to me like the Alpha writer(s/"we") is the one with egg on THEIR faces... I wonder how many people listened to THEM and sold/shorted thinking CVV faced "an imminent and substantial collapse"?

If the CEO is a "lair" and "pumper", id imagine he would be more aggressive with the news and dilution, instead of fabricating next gen equipment for IBM, Foxconn, GE, the solar industry... BTW, you have read about the RECORD levels of sales taking place in the solar sector, right? I betcha we hear more about this in the 10K and "solar" is another hot topic drawing interest. Graphene, solar, next generation energy storage, oh my!... tick tock...