Seeking Alpha
About this author:

Titan Pharmaceuticals (TTNP.pk)- I could not resist the buying opportunity at just over a dollar this week. I even sold some Gilead (GILD) long calls to add to my position of TTNP. Revenue should be rolling in later this year and a Probuphine update is overdue.

Celsius Holdings (CSUH.ob)- Still love the prospects of the company but I am not impressed that they still have any association with Red Chip. For a company that is starting to grab a foothold in the mainstream, it's time to start acting like a big player and ignore investor conferences hosting by the clowns at Red Chip.

Capstone Turbine (CPST)- A rise above a dollar was long overdue for Capstone Turbine, the maker of low emission microturbines, and the stock jumped over 70% on news that one of its smaller turbines was successfully tested in a Ford (F) vehicle. I've always seen the potential of Capstone, but the company needs to figure out a way to turn its technology into a profitable business. Five years down the line, the current trading prices could look like a steal.

EpiCept (EPCT)- The stock nearly closed at a dollar on Friday, but a Ceplene partner update should be pending and next week the stock will finally close above a dollar.

Medasorb Technologies [MSBT.ob]- I usually don't play with 'one trick ponies' (biotechs that only have one pipeline candidate) but for ten cents I took a chance on this one. Could it be another TTNP? Possibly, but I'll be happy trading this one on any good news release. The downside is minimal for only ten cents.

Manhattan Pharmaceuticals [MHAN.ob]- I previously called Manhattan Pharmaceuticals the next TTNP- a stock trading for five cents or left with the potential to reach a dollar. Volume has picked up significantly this week, indicating that a Hedrin update may be close. If the Hedrin deal works out for this company, even a move to fifty cents will make investors who bought in at five very happy.

Sirius XM (SIRI)- The Sat Rad company is laden with debt, but it's only a matter of time before the big boys push this one over a dollar. Was a great buy at five cents earlier this year on the news of a possible bankruptcy, but buyers now should soon be rewarded with at least a 50% gain.

Disclosure: Author holds positions in all above mentioned stocks

Print this article with comments

This article has 27 comments:

  •  
    If Capstone is so good, then it begs the question why hasn't already been acquired by a company like Ingersoll-Rand, Cummins, etc.?
    Jun 15 09:46 AM | Link | Reply
  •  
    At least you hold positions in the stocks you recommend. Thats more that I can say for most of the seeking alpha writers.
    Jun 15 10:07 AM | Link | Reply
  •  
    What about reverse stock split?? Officers sold positions for OPTIONS to buyback at a cost of .35 in the future (which means AFTER reverse split) I'd REALLY like to believe holders will be happy after split, but experience tells me it never works out that way....

    oh, unless your not thinking about it for a year...then you'll be okay...
    Jun 15 10:34 AM | Link | Reply
  •  
    VFC your articles arent too shabby, you seem to do SOME biotech DD, really miss alot of good picks though :-(

    titan is going to be great, 2 or 3 bagger for sure within next couple months.

    checkout KV.A, and INSM this week!
    Jun 15 10:35 AM | Link | Reply
  •  
    This is just a PUMP AND DUMP analyst.

    Don't buy into this. You will lose everything.

    Frank
    Jun 15 12:59 PM | Link | Reply
  •  
    Elle-7...if the stock does a reverse split than any outstanding options have strike price adjusted for split as well....
    Jun 15 02:17 PM | Link | Reply
  •  
    22thoroughbred,
    hmmm? then I don't understand how that works at all (which I thought I did?) Looked to me that they where made an offer to Give up thier shares (sell at the current mkt price of .35) When they dumped thier last week or so, then, as part of thier Salary package they are offered "Stock" Options that they could buy back (a certain set number of shares) in the future at the cost per share of .35 ~ that looks like the deals that were cut to me? I guess I meant "Stock options" Not just "options"
    (using .35 for an example)
    Jun 15 02:47 PM | Link | Reply
  •  
    22thoroughbred,
    I didnt realize til the end of my comments that I didnt call them "stk options" not being a smart a__ ~ (sometimes can't tell peoples attitude when posting:)
    Jun 15 03:05 PM | Link | Reply
  •  
    Hey Mr. Stupid. I see you living up to your name lately. You will lose everything? Stop bashing. Got some facts to support your claims. Would you like to debate anything? Or do you just prefer to ramble, and make no sense. Your posting is inconsistant with a rational human being. Your either mentally sick, or some of your posts are bs. Your comments are about as useful as BCChargers or Floorhomos.
    Jun 15 05:11 PM | Link | Reply
  •  
    They must be useful enough to get your attention.

    Your'e always wrong anyway.

    Now stop your rambling

    Frank


    On Jun 15 05:11 PM relmar2003 wrote:

    > Hey Mr. Stupid. I see you living up to your name lately. You will
    > lose everything? Stop bashing. Got some facts to support your claims.
    > Would you like to debate anything? Or do you just prefer to ramble,
    > and make no sense. Your posting is inconsistant with a rational human
    > being. Your either mentally sick, or some of your posts are bs. Your
    > comments are about as useful as BCChargers or Floorhomos.
    Jun 15 06:22 PM | Link | Reply
  •  
    I am sorry It is my Medication kicking in imbalance and my multiple personalities I think this is a good report and I did just invest about 20k hoping this will make up for what I lost when it was at 3.00
    Jun 15 06:49 PM | Link | Reply
  •  
    Mr. Stupid I think you are an idiot stop trying to be like me because you are not an investor (thinking that this company is a failure) lol you were just asking me before if I should go out do what you think is best stop being a follower you wannabe
    Jun 15 06:53 PM | Link | Reply
  •  
    Let me play an old goody from Mr. Stupid himself

    Mr. Stupid: Comments (205) FollowI agree that this BK might actually be good for Sirius. Weeks of waiting and wondering what was going to happen stalled sales. Now that the BK is done and that our Gov is backing GM people will start to flock for deals. I think GM will come out of all this a smaller but more potent company.

    As long as SiriXM gets that 350m cost savings this year they are on track, even with lost subs.

    Frank Jun 03 03:07 AM |Report abuse| Link | Reply 00

    ++++++++++++++++++++++...
    Jun 15 07:01 PM | Link | Reply
  •  
    Here is another from Mr. Flip flopper short seller

    Mr. Stupid: Comments (206) FollowThey (Siri) hasn't tapped the global market due to different tax laws. Yes, Mexico and Canada but Europe and Asia have different tax laws that Siri would have to conform to.

    Frank Jun 01 04:03 PM |Report abuse| Link | Reply 00

    As we can see Mr. X does not know what he wants out of life or knows what sex he is infact for being that impartial
    Jun 15 07:02 PM | Link | Reply
  •  
    Here is just what came out 2 hrs ago I just saw the reports

    Sirius XM to roll out iPhone app in second quarter
    Mon June 15, 2009 5:34pm EDT Email | Print | Share| Reprints | Single Page[-] Text [+]

    1 of 1Full SizeBy Yinka Adegoke

    NEW YORK (Reuters) - Sirius XM Radio Inc looks to expand the reach of its satellite radio service with the second-quarter launch of an iPhone application as it explores a potential marketing partnership with satellite TV provider DirecTV Group.

    The company, which had to sell a 40 percent equity stake to John Malone's Liberty Media to resolve looming debt problems, is looking for new revenue streams as its primary distribution outlet, new car ales, is looking "terrible" this year, management said on Thursday.

    Sirius said the iPhone application would be available to its 19 million subscribers and to Apple Inc's 7 million U.S. iPhone users. It can also be used by iPod Touch Wi-Fi users,

    "This is a large and interesting opportunity that will maintain our subscription-based economics while providing customers easier access to our content through means other than our traditional satellite-based platform," Sirius President of Operations and Sales Jim Meyer said on a call with analysts.

    Sirius also sells satellite radios through traditional retail outlets, but it had a very weak fourth quarter, when electronics chain Circuit City, a major customer, filed for bankruptcy.

    "There's a lot of opportunity for (Sirius) with iPhone," said Miller Tabak analyst David Joyce. "Unlike buying a new car, it's not an expensive proposition, but it's a tough time for consumers to be trying new products."

    Based on January and February data, car sales for 2009 are projected to fall to between 9 million and 9.5 million, a far cry from historical volumes of 16 million to 17 million a year, according to Sirius management.

    But the company said it was benefiting from "truly extraordinary" operating efficiencies following its protracted acquisition of XM Satellite Radio, which closed last year.

    Sirius said it would post positive earnings before interest, taxes, depreciation and amortization in 2009, the first year it would do so. It expects 2009 EBITDA to exceed $300 million, compared with the analysts' average estimate of $303.4 million compiled by Reuters Estimates.

    However, Sirius said the U.S. recession made it impossible for it to forecast revenue or give a more detailed earnings outlook.

    Sirius Chief Executive Mel Karmazin said he had held talks with DirecTV Chief Executive Chase Carey and Liberty Chief Executive Greg Maffei in recent days about possible joint marketing opportunities.

    Liberty has a 48 percent controlling stake in DirecTV, the largest U.S. satellite TV provider, and there has been much speculation of an operational partnership with Sirius.

    "We think that there are opportunities to work with lots of partners, including DirecTV, on ways of adding subscribers for both companies," said Karmazin.

    "It wouldn't be hard to think about the fact that DirecTV might be able to have a special package for many of their subscribers to be able to get Sirius at an attractive price."

    Ooh I am in

    Frank
    Jun 15 07:16 PM | Link | Reply
  •  
    hahahahah, you have way too much time on your hands..


    GET A LIFE!
    Jun 15 07:57 PM | Link | Reply
  •  
    Get ready for the pop. Don't get caught with your shorts down.
    Jun 15 08:54 PM | Link | Reply
  •  
    50 percent. Nope. 100 percent in next two weeks. I'll revisit you sad shorts on July 1.
    Jun 15 08:57 PM | Link | Reply
  •  
    Anyone been following SIRI XM videos on You Tube? They are interviewing top talent like Adam Lambert, Anoop, Dave Matthews. Can you say 1. Videos on the IPHONE. Can you say 2. Reality Radio channel on the way with interviews of reality TV shows shown on the IPHONE. You can order sirius on You Tube. How about looking at all of the other services that are now offered including internet radio. Dude, they are getting away from the auto, they are innovating, this is about to be huge. Buy now or cry soon.
    Jun 15 09:08 PM | Link | Reply
  •  
    Capstone is a loser! It will never succeed in an automobile. The rotating speed of the turbine is on the ragged edge of reliability. The industrial version that they have been selling for commercial cogeneration also has serious reliability issues. They have plenty of pissed off customers.
    Jun 16 12:33 AM | Link | Reply
  •  
    have no money, the most gas is used in the summer. Why they jack it up for us for the summer. Isnt that nice of them!! Yes, supply of oil is overflowing right now. Price of oil is a joke. But as the dollar index falls, so will oil go up, regardless of demand.
    Jun 17 09:47 AM | Link | Reply
  •  
    Elle, here is how it works, say you are given stock options to buy stock at $1....10,000 shares, if the stock did a reverse split of say 1-20 than you would have stock options with a strike price 20x the original or $20 and the number of shares would be 1/20th or 500 you can still buy $10,000 worth of stock, just different denominations. The same thing is done with normal options that anyone can buy as well...hope this clarifies.
    Jun 17 11:02 AM | Link | Reply
  •  
    Hi VFC,

    I tried to google Manhatten Hedrin news but the latest news were in 2008? where do you get the news about this?

    Thanks a lot

    IG
    Jun 18 12:16 AM | Link | Reply
  •  
    i've also tried to look up news on your suggestions and can't ever find anything. where do you get your info VFC?
    Jun 19 04:06 PM | Link | Reply
  •  
    IG MHAN is a speculative play based on the latest news released, which until just the other was over a year. The long period without news was a factor as to why the stock was trading for a penny at one point, but the fact is that the Hedrin deal is still relevant to the stock regardless of the time since news. You've likely come across the same info that I have.

    VFC


    On Jun 18 12:16 AM IG wrote:

    > Hi VFC,
    >
    > I tried to google Manhatten Hedrin news but the latest news were
    > in 2008? where do you get the news about this?
    >
    > Thanks a lot
    >
    > IG
    Jun 21 06:42 PM | Link | Reply
  •  
    Thanks VFC.


    On Jun 21 06:42 PM VFC's Stock House wrote:

    > IG MHAN is a speculative play based on the latest news released,
    > which until just the other was over a year. The long period without
    > news was a factor as to why the stock was trading for a penny at
    > one point, but the fact is that the Hedrin deal is still relevant
    > to the stock regardless of the time since news. You've likely come
    > across the same info that I have.
    >
    > VFC
    Jun 23 05:37 AM | Link | Reply
  •  
    CPST - Buy more - hold or sell?
    Jul 13 12:29 PM | Link | Reply