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David Collins  

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  • BIO-Key: Biometrics' Hidden Gem [View article]
    That the FBI uses their software was all I needed to know + when you think about it, the real heavy lifting in biometrics is taking an image and accurately comparing it against your database to find possible matches. Not a trivial undertaking and what BKYI does. I can't say why - but I've felt this company was more valuable than it's stock price has suggested $BKYI
    Nov 14, 2014. 06:43 PM | Likes Like |Link to Comment
  • Ebix: Expect Good Things, Even If The Market Doesn't [View article]
    And now a little help from Barington Capital to cast more sunlight on the value of $EBIX!

    Barington Capital Letter to EBIX this a.m.:
    Nov 11, 2014. 09:13 AM | 3 Likes Like |Link to Comment
  • Is Mitek Systems A Good Investment? [View article]
    I'm wondering to what extent there were investors who were (erroneously) expecting a windfall from litigation and have flown the coup now that the suits have been resolved? Very surprised as are others here that the elimination of this major negative has been followed by a substantial drop in the share price. All things being equal, the Company should be worth more with the uncertainty of patent issues and the end of substantial legal costs out of the way...

    Are there any major competitive threats or impediments to continued rapid adoption? I for one have not yet done a mobile deposit so I would imagine the room for expanded use is still huge. Appreciate any and all commentary on MITK. Thanks.
    Sep 22, 2014. 02:29 PM | 1 Like Like |Link to Comment
  • Mitek Ends Suit Against Top Image [View article]
    By the way $TISA is Top Image's symbol - this story should be referenced to them as well.
    Sep 9, 2014. 08:07 AM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: VASCO [View article]
    This bullish outlook should support the other security boats such as $FIRE $ZIXI $WAVX and even tiny $BKYI.
    Sep 9, 2014. 08:04 AM | Likes Like |Link to Comment
  • Flux Power(R) to Exhibit Its Lithium-Ion Energy Storage Systems at The Battery Show 2014 (#B1652) Sept. 16 - 18 [View article]
    Thanks for posting this SeekingAlpha! Lithium is a another great energy alternative for electric forklifts - particularly if you are not ready to move to fuel cells
    Sep 6, 2014. 03:02 PM | Likes Like |Link to Comment
  • Chinese EV Battery Market Just Another Bullish Catalyst For Extremely Undervalued Highpower Technology [View article]
    Curious your views on other Lithium-Ion suppliers to other market verticals? It does seem the benefits of new battery technology have broad implications - including in industrial markets where for some reason lead-acid has reigned supreme... at least that's the case our client is making - starting with fork lifts. Just wonder what you think of those opportunities and is $HPJ looking at industrial applications? Thanks.
    Aug 30, 2014. 02:17 PM | Likes Like |Link to Comment
  • Update: Klondex Mines' Q2 Earnings [View article]
    Thanks for the update on Klondex Mines $KLNDF $KDX.CA, Ben. I am proud to have written the inaugural post on Klondex ages ago - even though it's been a much more challenging and circuitous route to get to where we are than I had ever envisioned. That they are in production, have two high-grade properties and a world class mill - is beyond my dreams back when I first wrote. I credit Bill Matlack - an enduring shareholder and Board member for helping getting us to this point. He's an unsung hero for Klondex and a major holder in the Company.

    The Company (my former IR client) is clearly focusing on its exploration efforts in order to update its resource estimates later this year or early next year. That was the purpose of their recent raise. I am banking on their ability to add ounces because particularly at Fire Creek they know where to drill to confirm ounces that were in their prior 43-101 which used a much more lenient methodology. There are no guarantees - but really it was a paucity of data that caused them to remove over a 1m ounces from the resource - and I am betting (and really that's the most accurate word because I have no inside knowledge or understanding any longer) that they will focus on holes that would confirm some of the lost ounces.
    Aug 14, 2014. 08:21 AM | Likes Like |Link to Comment
  • Ebix Fueling Growth By Going Back To Its Bread And Butter [View article]
    And that was not really fair, because the Last Financier makes some great points and highlights key aspects of the $EBIX story... for which I agree and am grateful!

    I guess I'm shocked by the support! ; )
    Aug 13, 2014. 06:18 PM | 1 Like Like |Link to Comment
  • Ebix Fueling Growth By Going Back To Its Bread And Butter [View article]
    My only concern is that with this $EBIX love-fest breaking out across SeekingAlpha (and I share their views!) - all I can think about is the next bout of propaganda from the Gotham's and Coprafield. Guess 3.0 years later and their short thesis tattered and flapping in the breeze, should help temper whatever they concoct. At least it's always interesting!
    Aug 13, 2014. 05:50 PM | 1 Like Like |Link to Comment
  • Undervalued Midway Gold Poised To Bounce Back: Financing Arranged And Fast-Tracking Towards Production [View article]
    Impressive overview and analysis - well beyond what we often see here at SA - so I say thank you!
    May 29, 2014. 05:56 PM | 2 Likes Like |Link to Comment
  • Don't Confuse Plug Power With Tesla [View article]
    An alternative is Lithium-Ion batteries such as those being brought to market by Flux Power Holdings $FLUX. Flux recently got is first lift truck product line approved by the leading OEM - which will make their sales, marketing and distribution channel building efforts much easier. Flux's LiFT packs cost $3-4k yet last many times as long as lead-acid and deliver improved performance; they also fit into the existing infrastructure and work flow - making it another compelling option that's better than lead-acid. Not familiar with SCiB batteries or their cost - but clearly those performance stats are impressive. Flux is still a very early stage company, but the point is really that options are coming and they make financial and operations sense - so they are worth tracking.
    Mar 27, 2014. 06:22 PM | 2 Likes Like |Link to Comment
  • Highpower Tech: A Big EV Battery Order Takes Company To The Next Level [View article]
    In the realm of lithium ion storage, little Flux Power Holdings $FLUX is worth a look as well, as they focus on some niche industrial markets such as forklifts, tug & two vehicles, robotics and portable power for military & entertainment applications. They are just coming to market with their solutions - gaining awareness and initial distribution and OEM dialogues - including a recent "approval" by the leading forklift OEM.

    The business is really a restart - taking proven technology & design and applying it to new markets - after seeing their automotive book of clients go by the wayside. The scale of their new target markets is significant, providing plenty of opportunity for growth. The are a client of our investor relations firm - much earlier stage than our typical client - but we liked to story so we got involved and are happy with that decision.
    Mar 11, 2014. 02:51 PM | Likes Like |Link to Comment
  • Fuel Cell Energy By The Numbers [View article]
    Encourage investors looking at fuel cells ($FCEL and $PLUG) and specifically the forklift market, to consider the market potential for Flux Power Holdings $FLUX which is bringing lithium ion storage to the forklift market and recently received approval for its first product by the largest forklift OEM.

    The market is now looking at two alternatives to lead-acid batteries and their array of performance and cost issues. Flux's LiFT Packs are an attractive alternative - at a price point that falls in between the cost of Fuel cells and lead acid batteries - and is seamless as far as integrating into existing workflows for charging, etc. Flux is very early stage - which involves related risks - but they have been gaining traction in the forklift and other markets, like robotics and portable power - making them a company worth watching. We represent Flux in their IR efforts - so I am not without bias in suggesting you take a look. and frankly it should be part of your due diligence if you are going to be investing in fuel cell providers in this market - understanding the alternatives is critical.
    Mar 11, 2014. 10:55 AM | 1 Like Like |Link to Comment
  • 8 Fictions Of Plug Power [View article]
    Call it what you like - I prefer "informing" and providing perspective for investors looking at this space - particularly the forklift market which now has two new alternatives to choose from. If you do look at the performance and ROI of lithium ion vs. fuel cells, you have to admit that there is a place for both - particularly the smaller the facility/company.
    Mar 11, 2014. 10:47 AM | Likes Like |Link to Comment