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Christopher Wallace  

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  • BlackBerry Shareholders Cheer Up, It Will Get Worse [View article]
    A good counterpoint. I however remain of the view that the inventory mgt and cost reduction benefits of the Foxconnn JV will benefit BBRY even if sales disappoint. The next few months will be telling as to what changes BBRY intends to make to its operating platform (if any) that will keep it relevant in today's world. I do question if the world really needs 3 operating systems for smart phones.
    Dec 30, 2013. 09:59 AM | 1 Like Like |Link to Comment
  • BlackBerry Is Becoming A Fringe Smartphone Player [View article]
    Mr Knowitall and Ellas: thanks for your comments. Good debate! I am learning much through it.
    Dec 30, 2013. 09:25 AM | 1 Like Like |Link to Comment
  • Mason Graphite: Graphene Revolution, Lithium-Ion Battery Growth, And China Supply Woes Offer A Compelling Opportunity [View article]
    I am not seeing the link between graphene production and graphite mining. Graphene as you have described it is as thick is plastic foil wrap. And "•One millimeter of thickness takes a stack of 3 million sheets of grapheme" there cannot be much graphite used to make something so thin. The China supply argument is compelling, but I don't see the grahene demand argument.
    Dec 29, 2013. 02:31 PM | 2 Likes Like |Link to Comment
  • BlackBerry Is Becoming A Fringe Smartphone Player [View article]
    The focus on the enterprise system is a good strategic step. Utilizing the customer base will also be important to getting back to profits. I don't think that BBRY will succeed by continuing to try to go toe to toe against Android and Apple. They need to come up with a strategy that does not try to be better than those two, but different. Security is their current point of differentiation. That is their strength. Hopefully the JV with Foxconn can turn out devices that will be relevant for non-enterprise customers. I make no prediction as to success, but it will certainly be interesting to follow.
    Dec 29, 2013. 01:36 PM | Likes Like |Link to Comment
  • BlackBerry Is Becoming A Fringe Smartphone Player [View article]
    Actually there is such a word as spelt, and it is not just a type of wheat. Though less commonly used in the US, it is still acceptable grammar and is more common in other English-speaking countries. http://bit.ly/1gdDv20
    Dec 29, 2013. 01:29 PM | Likes Like |Link to Comment
  • Ur-Energy: A Uranium Giant In The Making [View article]
    UUUU will do about 800k lbs in 2014, URE about 270k lbs, URZ 600k, the balance CCJ.
    Dec 29, 2013. 12:30 PM | Likes Like |Link to Comment
  • Ur-Energy: A Low-Risk, High-Return Investment [View article]
    Nazim, can you help me out here? You state in the article "True NAV for the entire business is close to $200M. So in reality, we're buying URG for about .50 cents on a dollar." If you divide that $200 mil by your 144 mil shares out you get $1.38 per share. How does that reconcile with buying at 50 cents on the dollar?
    Dec 29, 2013. 11:51 AM | 1 Like Like |Link to Comment
  • Ur-Energy: A Low-Risk, High-Return Investment [View article]
    Nazim, thank you for posting your fine article. Well researched and very readable too! I hope that you will continue to publish here at Seeking Alpha.

    In your research were you able to determine an extraction cost per pound? One point I might bring up is your assertion that there is no replacement for the lost HEU Agreement uranium. I believe that half of that U will be replaced by Tenex. From the EIA: "Although the Megatons to Megawatts program will expire this December, USEC Inc. signed a 10-year contract with Tenex in March 2011 to supply commercial-origin Russian low-enriched uranium to replace some of the material provided by the Megatons to Megawatts program. Deliveries under this contract begin in 2013 and are slated to continue through 2022. The contract also includes an option to double the amount of material purchased. "
    Dec 29, 2013. 11:30 AM | 1 Like Like |Link to Comment
  • Assessing Investment Risk With A Comparison Of Amazon, Tesla, And Fuel Systems Solutions [View article]
    A good article on risk and a relatively novel way of explaining it. I like the analogy of the tight rope walkers.
    Dec 28, 2013. 04:47 PM | Likes Like |Link to Comment
  • BlackBerry Shareholders Cheer Up, It Will Get Worse [View article]
    The benefit of the Foxconn deal is that device design and build has been outsourced to someone who is very competent at it. That is brilliant strategy by Chen; he is not trying to turn the company he has inherited into something it is not.

    The way I see it is that Chen sees two strengths in BBRY: its enterprise system and its user base. His strategy is to lever off of those strengths to rebuild the company. He is not trying to fix what is broke, their handsets, he is starting from scratch, not using the BBRY team who proved they cannot do it, but using an outside team who has proven it can. This will allow him to cut costs further. And this strategy just might work.
    Dec 28, 2013. 10:57 AM | 3 Likes Like |Link to Comment
  • All The Wrong Reasons: Twitter, BlackBerry [View article]
    The contrary case is often correct. The extremely contrary case is even more so. Short TWTR and long BBRY is probably a decent short term trade in here. Portfolio management window dressing has likely left the former overbought and the latter underbought as we head into January. A good spec, probably through options, for small money.
    Dec 27, 2013. 01:17 PM | 7 Likes Like |Link to Comment
  • ETF Periscope: Volatility Hedge A Buy As Wall Street Soars [View article]
    One constructive thought for trading VXX is to look at the contango on VIX. It occasionally will trade in backwardation, turning the normal headwinds into tail winds. But periods of complacency can also bring about trading gains in VXX. Certainly VIX readings of under 13 as they are presently indicate significant complacency.
    Dec 27, 2013. 12:02 PM | Likes Like |Link to Comment
  • BlackBerry Shareholders Cheer Up, It Will Get Worse [View article]
    I like the depth of the analysis in this article. I don't like the ad hominem attacks in the comments.

    I have some agreement and disagreement with the author's argument. I agree that BBRY has been shameful in its disclosure to investors. T Hein's canceling the conf call was a new low in corporate governance, and a chicken sh*t move if there ever was one. The accounting disclosure in the most recent qtr looks dubious, as Michael has pointed out.

    My disagreement, if it can be called that, is that I question the relevance of device sales to today's BBRY. The devices that were sold (or not sold) in the past quarter are legacy and not a part of Chen's new BBRY. New BBRY will be all about their enterprise system and new, yet-to-be-launched devices built in conjunction with Foxconn. Legacy BB10s, BB7s, etc are going to zero sales. The company should accurately report those sales, but investors
    should not focus on them too much when trying to assess BBRY's future value.
    Dec 27, 2013. 10:54 AM | 3 Likes Like |Link to Comment
  • Uranium Miners To Benefit From Short- And Long-Term Catalysts [View article]
    That is only true if you believe the US govt will allow their above-ground inventories to reduce. They are strategic in nature, just like the strategic oil reserve. I cannot see that happening. Energy independence, of all forms, is a US goal.
    Dec 26, 2013. 07:44 PM | 6 Likes Like |Link to Comment
  • ETF Periscope: Volatility Hedge A Buy As Wall Street Soars [View article]
    Did you skip over the disclaimer?

    Regardless, anyone who now reads the comments knows once again that VXX is not suitable for longer term investment periods. Can we try and make some money now? Please?
    Dec 24, 2013. 04:32 PM | Likes Like |Link to Comment
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