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David Segelov

 
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  • Revett Minerals Seeks AMEX Listing: Multiple Catalysts Should Revalue Shares High [View article]
    Good work Ken - keeping us all safe.

    I like your approach such as not reading the 10Qs and 10Ks to understand the financings. Real comfort in your financial conjecture.
    Jan 13, 2011. 12:03 PM | 1 Like Like |Link to Comment
  • Revett Minerals Seeks AMEX Listing: Multiple Catalysts Should Revalue Shares High [View article]
    seems too risky for you Ken.
    Jan 13, 2011. 11:36 AM | Likes Like |Link to Comment
  • Revett Minerals Seeks AMEX Listing: Multiple Catalysts Should Revalue Shares High [View article]
    There was no debt and no deal surrounding the reverse split.
    Jan 13, 2011. 10:19 AM | Likes Like |Link to Comment
  • Is It Time to Invest in Lithium? [View article]
    should look at Reed Resources (RDR or RDRUY) which will be in production in Q2 2011 for spod. Stock cheap at $150m mkt cap with $15m in cash.
    Jan 9, 2011. 09:39 PM | Likes Like |Link to Comment
  • Tor Minerals: An Undervalued Industrial With Significant Operating Leverage [View article]
    Iluka in Australia is making similiar comments re tightening.

    Citibank put out a note saying:

    — High grade TiO2 markets are also tightening dramatically. Pigment markets are tight and to maximise production customers are requiring more of the high grade feedstocks that Iluka produces – rutile and synthetic rutile. This is expected to drive a step change in prices in 2011"
    Nov 9, 2010. 09:14 AM | Likes Like |Link to Comment
  • Alexco Resource: A Cheap, Unlevered and Near Term Silver Producer [View article]
    On Dec 14th 2009 AXU did a small deal for Canadian Qualified Investors only raising $8m. Apparently deal size may be expanded as demand was strong.

    On Dec 15tth 2009 AXU announced very strong drill results as well. These are major silver finds which were well documented over the past 100 years. The grades are staggeringly good and confirm that this will be a major area of silver producing.

    In two years time it is my opinion that AXU will have a few hundred million ozs of silver as reserves.
    Dec 15, 2009. 03:28 PM | Likes Like |Link to Comment
  • Five Reasons to Short Varian Medical Systems [View article]
    The Q3 beat was a push through of sales from the high margin software components.

    I suspect that the slowdown in new orders for base machines will impact VAR this quarter.

    Even the cheerleaders of the stock might pause when it is at $45 and trading at 17p/e and a few very docile quarters to follow.
    Dec 2, 2009. 02:58 PM | Likes Like |Link to Comment
  • Five Reasons to Short Varian Medical Systems [View article]
    really...seems that sales are struggling from my hospital contacts.

    David
    Oct 21, 2009. 01:47 PM | Likes Like |Link to Comment
  • The End of the Credit Crisis [View article]
    How do you know the banks have written down the 500K mortgage to 100K.

    The banks have refused to allow investors to see what they have written down so HOW DO YOU KNOW?
    Mar 1, 2009. 02:54 PM | 2 Likes Like |Link to Comment
  • Red Flags at Basin Water [View article]
    This is really awful research.

    These 2 customers are finance companies that aggregate the customer's purchases.

    Apr 8, 2008. 12:24 PM | Likes Like |Link to Comment
  • VeriSign's News Corp. Deal Signifies Renewed Focus - But Big Challenges Remain [View article]
    Nov 22 announcement of a $250M charge to earnings is amazing.

    On a pro-forma basis it means about 40% of the Net Income never existed.

    On a non-pro forma basis (excluding all the acquisitions which were factored in ex-post facto) the number is close to 60% of Net Income never existed.

    Staggering.

    Wall Street keeps treating these announcements as one off write-offs. Amazing
    Nov 22, 2006. 10:17 AM | Likes Like |Link to Comment
  • SunPower's Powerlight Acquisition: Both Companies Win [View article]
    Amazing how little analysis has been done on the effect on SPWR's business model.

    The cheer-leading is deafening but the reality remains that SPWR has bought into an area way out of their manufacturing, low cost expertise and into a lower margin distribution and installation longer cycle business. How do you integrate the two models?

    Doesnt SPWR set up more channel conflict - its PowerLight division is now competing against its customers.

    Premium valuation for what?
    Nov 16, 2006. 10:19 AM | Likes Like |Link to Comment
  • Uranium: Supply < Demand [View article]
    I like a few of the Australia Uranium companies such as:

    Deep Yellow (DYL.AX)
    U308 Corp (UTO.AX)
    Giralia (GIR.AX)
    Uranium Equities (UEQ.AX)


    Also Equinox (EQN in Canada and Australia) mine comes on line in q1 2008 with copper and uranium and looks undervalued.

    I tend to favor the companies with near term or actual production. Alot of the smaller companies in Australia are very early stage exploration companies (although alot of data exists from mining in the early 1970's before the prices collapsed).

    Additionally, there are export restrictions which need to be lifted at the State level for some of these smaller companies to be successful.
    Nov 14, 2006. 09:40 PM | Likes Like |Link to Comment
  • VeriSign's News Corp. Deal Signifies Renewed Focus - But Big Challenges Remain [View article]
    Nice payoff if you can get it. What cant Mr Irvin say that might be of interest?

    This was filed in an 8-k on Nov 8 2006


    On October 31, 2006, VeriSign, Inc. (“VeriSign”) entered into a Severance and General Release Agreement (the “Agreement”) with Vernon Irvin, Executive Vice President of VeriSign Communications Services.

    In consideration of Mr. Irvin’s service with the Company and in exchange for Mr. Irvin’s release of claims and covenant not to sue, the Company will pay Mr. Irvin a severance payment in the total amount of $683,520.00, 67% of which will be paid within one month of the date Mr. Irvin executes the Agreement and the other 33% of which will be paid on the one year anniversary of the termination of his employment, subject to Mr. Irvin’s compliance with non-solicitation and non-competition provisions. The Company will also pay Mr. Irvin up to approximately $215,000, representing 84% of his 2006 target bonus based on the performance of both the Company and VeriSign Communications Services. The payment of the 2006 bonus will be made at the time that VeriSign issues annual bonuses to its employees, which typically occurs in March. The Company will also make payments to Mr. Irvin for his COBRA and life insurance premiums, and will also provide certain administrative and other support as set forth in the Agreement.

    Upon termination of Mr. Irvin’s employment with VeriSign and subject to compliance with applicable law and any stock option exercise limitation imposed by the Board of Directors, VeriSign will accelerate vesting of twenty-five percent (25%) of Mr. Irvin’s then unvested stock options to purchase shares of VeriSign common stock for which the fair market value is greater than the exercise price of his employment on the termination date. Also upon termination of Mr. Irvin’s employment, and subject to compliance with applicable law, VeriSign will accelerate vesting of twenty-five percent (25%) of his then unvested restricted stock units of VeriSign common stock.

    The foregoing is a summary of the terms and conditions of the Agreement and does not purport to be complete. The foregoing is qualified in its entirety by reference to the Agreement, a copy of which is filed as Exhibit 99.01 to this Current Report on Form 8-K and is incorporated herein by reference.

    Item 9.01. Financial Statements and Exhibits.
    Nov 14, 2006. 02:14 PM | Likes Like |Link to Comment
  • Psivida Shares Drop 20% -- Should Recover Soon (PSDV) [View article]
    Another bad deal for PSDV shareholders as the company uses its leading product as a SPV (Special Purpose Vehicle) to raise more funds.

    After the Sandell deal and the SPV it is unclear that the ordinary shareholders have any claim on anything of value.

    This is a sell.
    Nov 12, 2006. 06:35 PM | Likes Like |Link to Comment
COMMENTS STATS
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