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D. Mero  

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  • Radcom: Still An Owner, Still Bullish [View article]
    Great update Mike. RDCM shares have recovered rather quickly after a disappointing Q2 release. Shareholders share your sentiment "still owners, still bullish"

    During the call, management spent some time talking about adoption of NFV, specifically in the US. Dropped some hints that a deal with a US provider could be on the horizon. If such a deal is closed, I think RDCM surges.

    A deal in the $10 million range (accurate figure given size of US telecoms) would result in about $1.5M in income due to company's high margins and lean operations.

    drop significant earnings to the bottom line at 80% gross margins and little incremental operating costs.
    Jul 24, 2015. 11:43 AM | 1 Like Like |Link to Comment
  • Radcom Investment Thesis Still In Play As Contract Wins Accumulate [View article]
    Good piece Mike. Radcom is taking necessary steps to close more deals. Growing LTE market and expanding sales force. More good news is on the way.
    May 21, 2015. 10:27 AM | 1 Like Like |Link to Comment
  • Insider Buys And Expanding Sales Funnel At RadiSys [View article]
    Software systems revenue expected to grow by 10%-20% in 2015 and north of 20% in 2016 and beyond. 3x sales is not unheard of in 20% growers.

    Good article Mike. Radisys stock back to trading around same levels prior to "missed" Q4 earnings. There was a 2 week buying window which insiders and Vertex Capital took advantage of.
    Feb 23, 2015. 02:36 PM | Likes Like |Link to Comment
  • Alliqua Biomedical: An Attractive Opportunity In The Wound Care Space [View article]
    Good article. I'm excited to see Alliqua's top line grow from organic and acquired sources.

    Looking at Johnson's history, acquisitions are a critical part of his strategy to build a company. Wound care space is fragmented into hundreds of small companies with great products, but no distribution network. By consolidating these smaller players, Alliqua can provide the opportunity to reach mass scale while adding to their product pipeline. I think the acquisitions are just starting for this company.
    Feb 10, 2015. 01:43 PM | 2 Likes Like |Link to Comment
  • Letter To The RadiSys Board Of Directors [View article]
    Some insider purchases would be great to see. Last week, a director and Vertex took action. At this price, no reason why this shouldn't be taken as an opportunity by other insiders
    Feb 9, 2015. 11:49 AM | Likes Like |Link to Comment
  • Radcom Continues To Deliver Profitable Growth [View article]
    Good update Mike. I found it interesting that management discussed, albeit briefly, the possibility of targeting the US market. A deal with large telecoms like Verizon, AT&T and Sprint could be game changers.

    Also, the increased activity (ie. conferences and IR) in the US should get some big institution eyes on this low float name.

    Both could act as catalysts
    Feb 3, 2015. 06:26 PM | 1 Like Like |Link to Comment
  • RadiSys Is Reaching A Meaningful Inflection Point [View article]
    Great write-up Mike!

    RadiSys is currently being priced as if the company were operating their "older" business. Restructuring and the transition to more software based sales will have great implications on profitability. I think the Q4 earnings could be the turning point that allow the markets to realize this company's potential.

    Disclosure: Long RSYS
    Feb 2, 2015. 12:23 PM | 2 Likes Like |Link to Comment
  • 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