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Barribas  

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  • The Short Pain For Allana Potash Shareholders [View article]
    Agree fully with your comments above
    Mar 29, 2015. 04:44 AM | 1 Like Like |Link to Comment
  • The Short Pain For Allana Potash Shareholders [View article]
    If this happens here does not bode well for Ivanhoe developments
    Mar 28, 2015. 04:57 PM | Likes Like |Link to Comment
  • The Short Pain For Allana Potash Shareholders [View article]
    5% of Npv far to cheap. Imagine if you applied that to all listed start ups. I want shares in the Israeli co as well like the hedge fund. It just shows how risky and what poor investments these start ups are. Doing all dd you still don't get it right
    Mar 28, 2015. 04:56 PM | 1 Like Like |Link to Comment
  • Eagle Pharmaceuticals, Inc. - Poor IPO Debut Creates My #1 Small Cap Upside Opportunity Of 2014 [View article]
    SMT,
    In the fullness of time you have been measured and found to be worth your weight in gold re Egrx. Congratulations
    Feb 13, 2015. 10:13 AM | 1 Like Like |Link to Comment
  • B Communications: An Amazing Upside Opportunity In Telecommunications Right Under Our Nose [View article]
    How do you get the discount into cash into your back pocket in a gted manner. I only see two ways
    1) Sell shares and pay CGT (at what rate?) and other transaction costs till you finally left with a liquidation dividend
    2) Unbundle which may have significant transactions costs

    This could be problematic as the above will allow the "arb" to close but then why would the directors vote for dissolution of the company. Too many things would need to go right.
    Jan 27, 2015. 05:26 AM | 1 Like Like |Link to Comment
  • Best Long Idea For 2015: McDermott International At $2.50 (Part I) [View article]
    2 to 3% is the answer so might make a lot of sense to remodel at that net profit margin
    Dec 25, 2014. 02:39 PM | Likes Like |Link to Comment
  • Best Long Idea For 2015: McDermott International At $2.50 (Part I) [View article]
    Trsingleton, what is your view re net profit margin 10% per author or 2 or 3% per earlier comment seeing you in a similar industry
    Dec 25, 2014. 06:26 AM | Likes Like |Link to Comment
  • Peak Resorts Is Skiing Just Ahead Of An Avalanche [View article]
    Brilliant work Keubiko!!!
    Dec 3, 2014. 09:40 AM | 3 Likes Like |Link to Comment
  • Ur-Energy: A Uranium Giant In The Making, Part 3 - Higher Uranium Prices Are Here And That's What We've Been Waiting For [View article]
    I don't get it. Price to sales is about 2.

    Accounting cost per pound is 37.52

    Include all options, warrants and RSU and fully diluted shares are 145 954 000

    Using 1000000 lbs production and finance costs of approx 2.7m I get EPS of 6c for the year in a back of an envelope calculation. P/E of 12 and i get a share price of 72c.

    Sure there is a J curve if prices go up but betting on commodity prices is not smart investing.

    Why is everyone so bullish
    Dec 1, 2014. 01:51 PM | 2 Likes Like |Link to Comment
  • DeeThree Exploration: This Well-Run, High-Growth, Low-Debt, Undervalued Company Has A Very Bright Future [View article]
    Valueman,
    What about IAE (Ithaca Energy) as even a cheaper play. Denis Beudet covered it 10 months ago. Admittedly execution has been delayed but it looked vary interesting
    Nov 5, 2014. 08:19 AM | Likes Like |Link to Comment
  • Dex Media's (DXM) CEO Joe Walsh on Q3 2014 Results - Earnings Call Transcript [View article]
    Surely the market will punish the stock until the debt issue is resolved and there is clarity on the capital structure going forward. Until then operational excellence and new digital growth is rearranging the deck chairs on the Titanic. In due course can be a very interesting long when the debt load noise turns into a cresencdo. IMHO
    Nov 5, 2014. 12:54 AM | Likes Like |Link to Comment
  • Coach Has Staying Power, Michael Kors Doesn't [View article]
    To me the biggest issue coach destroys the brand by selling coach products at factory outlets. Stop doing that and then they will be investable.
    Sep 25, 2014. 07:12 AM | 1 Like Like |Link to Comment
  • Strong Enrollment In Phase 3 Trial Means Good News For Titan Pharma [View article]
    ProNeura In Parkinson's Disease
    Hi Jason,
    If successful what impact does this have on cynapsus. As a accountant I would say it makes it obsolete or am I missing an enzyme or two?
    Sep 24, 2014. 02:57 PM | Likes Like |Link to Comment
  • DTS Inc.: A Mundane Business, With Exciting Profits [View article]
    How long are the patents valid for as that is the value of the company
    Aug 22, 2014. 10:56 AM | Likes Like |Link to Comment
  • Jason Industries - Hidden IPO Of A Proven Business With Proven Management [View article]
    Any idea what the roe is or will be
    Aug 22, 2014. 10:34 AM | Likes Like |Link to Comment
COMMENTS STATS
30 Comments
18 Likes