Seeking Alpha

D. Mero

View as an RSS Feed
View D. Mero's Comments BY TICKER:
Latest  |  Highest rated
  • SinoCoking: Promoted Chinese Reverse Merger Near Bankruptcy, -81.9% Downside, Strong Sell [View article]
    Good write up. SinoCoking is complete garbage.

    Company had $50M in loans due in 2015, yet planned to raise another $280 in debt to fund the syngas project that would miraculously generate gross profits.
    Sep 22, 2014. 12:32 PM | 4 Likes Like |Link to Comment
  • King Digital: The Good, The Bad, And The Ugly [View article]
    When is the new date for lock up expiration? On presentation it says

    "Effectively extends lock up for above shareholders through King’s Q4’14 earnings
    report date"

    So after Q4. Any exact date? In any case, this is not wise investment until at least this lock up expiration is passed.
    Aug 13, 2014. 03:09 PM | Likes Like |Link to Comment
  • Why I Bought Ebix Ahead Of Earnings [View article]
    "Many of you have asked the company for an update on the SEC and DOJ front. The company can report that it had not been asked for any additional information from either the SEC or the U.S. Attorney's Office since 2013. Also, the company is not aware of any further investigative steps by the SEC or by the U.S. Attorney's Office since 2013."

    Smoke is slowly fading thereby showing that there is little risk with EBIX regarding regulatory bodies. In a market such as today's, where many stocks are overvalued based on metrics, EBIX offers investors a great opportunity. Potential upside here is much greater than downside.
    Aug 8, 2014. 02:47 PM | 4 Likes Like |Link to Comment
  • AntriaBio Presents Vast Upside With Disruptive Once-Weekly Insulin [View article]
    That 33% drop happened on volume of 8,103. Pretty insignificant when considering it's only about $16k of money flow. This needs more liquidity to realize potential
    Jul 17, 2014. 07:41 PM | Likes Like |Link to Comment
  • Lexmark Valuation Does Not Incorporate Lacking Growth [View article]
    Good points Jenner. I agree that LXK boasts attractive valuation metrics (such as ones you mentioned) but for this to continue moving forward, a company must primarily show top line growth. LXK has not till now. If it can successfully integrate MPS & software acquisitions, I think they'll be alright. For the time being though, I see LXK being 15-20% overvalued.
    Jul 17, 2014. 10:45 AM | Likes Like |Link to Comment
  • AntriaBio Presents Vast Upside With Disruptive Once-Weekly Insulin [View article]
    Polyethylene glycol (NYSE:PEG) is, in fact, used in antifreeze because it lowers the freezing temperature of water.

    In small doses though this ingredient is not fatal (it is also used in E-cigarettes). Luckily, AntriaBio's approach is a little more complicated than giving patients a gallon of antifreeze to guzzle.
    Jul 16, 2014. 11:57 AM | Likes Like |Link to Comment
  • The Real Reason Apple Is Acquiring Beats For $3.2B - Part 2 [View article]
    Great analysis. At a first glance, Apple's acquisition doesn't make complete sense. However, once you dig in a little deeper, it's a great move. Your projected numbers show that.

    The hardware business has a renouned brand, is growing, high margined and profitable. If that alone wasn't enough, Apple is also getting two of the most powerful icons in music on board and has Beats Music as a potentially lucrative call option if it pans out.
    May 20, 2014. 12:51 PM | 7 Likes Like |Link to Comment
  • Organovo's Bioprinting More Than A 'Stupid Exercise' [View article]
    Good question mkbgsoar. 3D printing competitors (some which call themselves "bioprinting") print a polymer material and once that "scaffold" is finished printing, add living cells so that they can aggregate within the scaffold.

    Organovo uses a cell-neutral hydrogel (agarose) to support the bioprinted cells, which are printed layer by layer horizontally. This hydrogel is biocompatible and soluble in hot water.

    It's debatable what the definition of a scaffold is. Some people would classify Organovo using temporary scaffolding others wouldn't
    May 8, 2014. 04:30 PM | 1 Like Like |Link to Comment
  • Marketing Strategy Could Distinguish Neptune With Industry-Leading Status [View article]
    This falls on management's lack to communicate developments to their shareholders. I would expect the plant to be up as an exact April 7th date was given. It will take time (let's say a full quarter) to get the plant fully operational.

    The lack of communication is something that should not be tolerated. Glad Haywood is pushing for change
    Apr 14, 2014. 11:42 PM | 1 Like Like |Link to Comment
  • Neptune Erecting A Moat In Omega-3; Shares Undervalued [View article]
    In my opinion, yes. Haywood's latest move puts management in the hot seat and indicates that changes are coming. Very positive news. Krill oil market is only expected to grow and as a result, Neptune will benefit directly off their own top line growth as well as indirectly from increased royalties received form other players.

    I'm working on another article outlining what the future holds for Neptune. Check it out as it should be up within the next couple of days
    Apr 14, 2014. 11:39 PM | Likes Like |Link to Comment
  • With Favorable Shift In Advance Wound Care Market, Alliqua Could Grow Revenues To $35M Within 3 Years [View article]
    MiMedx Set For A Continued Plunge, an article here on SA written by Richard Pearson criticizes MDXG studies. From what I remember, this short article had it's impact so it got some investor attention.

    Each company will focus on the advantages of their product over competitors to seem superior (ex.Biovance being decellurized which leads to fewer immune reactions such as inflammation and irritation that slow wound healing).
    Like you mention, market will decide which product if most effective. I believe there is enough growth remaining in this sector for there to be multiple players who can benefit
    Apr 5, 2014. 12:38 PM | Likes Like |Link to Comment
  • With Favorable Shift In Advance Wound Care Market, Alliqua Could Grow Revenues To $35M Within 3 Years [View article]
    Market for tissue-based products is ~$400M

    While listening to CEO David Johnson's recent interview, he mentions that the advanced wound care market is about 10% of the wound care market (~$6B) which also supported this $400M figure
    Apr 5, 2014. 12:26 PM | Likes Like |Link to Comment
  • Can Krill Oil Nurse Nestle's Slowing Growth? [View article]
    Neptune's financial position will strengthen with a fully functional plant. I think it will take until the end of 2014 for the company to get back on its feet and show the impact of having no more supply constraints.

    Though IP position is strong, what Neptune needs most is marketing and distribution. If what the author speculates is realized, Nestle's global presence could be leveraged to spread awareness of krill oil. In that sense, Nestle would be ideal partner.
    Mar 31, 2014. 10:05 AM | 1 Like Like |Link to Comment
  • Mediwound IPO Suggests Upside For Others In Wound Care [View article]
    CEO David Johnson mentioned in a recent interview that in less than a year ALQA went from having no team to developing an impressive commercial footprint. With upcoming launch of Biovance, the company will expand their sales force and leverage distribution agreements (like the one with McKesson). In my opinion, progress will begin to show in late 2014
    Mar 27, 2014. 01:27 PM | Likes Like |Link to Comment
  • Mediwound IPO Suggests Upside For Others In Wound Care [View article]
    At the ranges it was trading previously (18-19), MDWD was blatantly overvalued. This is a company that is multiple years away from a US product and needs to establish European operations (which will take at least one year). In a couple of years, such a valuation may be feasible, but definitely not now. Seems the market has already lost its fascination with the newcomer.

    As I mentioned in the article, the mentioned companies posses a much better risk/reward ratio
    Mar 27, 2014. 01:05 PM | Likes Like |Link to Comment