Seeking Alpha
View as an RSS Feed

Debra Fiakas, CFA  

View Debra Fiakas, CFA's Comments BY TICKER:
Latest comments  |  Highest rated
  • The Plasma Of MagneGas [View article]
    What does air pollution and Kandi Technologies have to do with MagneGas?
    Mar 11, 2015. 10:59 AM | Likes Like |Link to Comment
  • 2 Ways To Play Innovation In The Titanium Pigment Industry [View article]
    Development risk is why the stock trades like an option on the technology and not as a discount of future cash flows.
    Dec 19, 2014. 11:19 AM | Likes Like |Link to Comment
  • 2 Ways To Play Innovation In The Titanium Pigment Industry [View article]
    Well, they signed a German company as a distributor for their TiO2 production. The PPG relationship is vital, but I like seeing that they have more than one path to customers. I always like seeing a developer make progress in getting their product to market. Inventors are often very good at tinkering with the technology, but fall down when it comes to getting customers to actually place and order and pay! I also noticed that they managed to clean up their outstanding warrants, which should help clear the way to getting financing in place for production facility construction.
    Dec 19, 2014. 11:16 AM | Likes Like |Link to Comment
  • The Plasma Of MagneGas [View article]
    Well, I just made one example valuation attempt. There is nothing like reported sales and earnings to make valuation easier. MagneGas shareholders will get a treat when the distribution company acquisition is reported as this operation will be able to contribute sales of gas to the mix. I am a bit less enthusiastic than you about sales of the Venturi system. I think the company needs to beef up its direct sales effort to make that an important contributor to sales and earnings. This is typical of technology-driven companies that start out with a team of engineers. It takes awhile to bring in the sales talent.
    Dec 19, 2014. 11:08 AM | Likes Like |Link to Comment
  • Westport Innovations: Stock Price Begs For A Decision [View article]
    With a business model that develops in terms of years, it is frustrating when you try to achieve short term investment objectives like say a momentum strategy based on quarter earnings meets/beats.
    Oct 3, 2014. 08:35 AM | 1 Like Like |Link to Comment
  • Westport Innovations: Stock Price Begs For A Decision [View article]
    With Westport's announcement last week related to its enhanced spark-ignited natural gas system it seems the company's focus is decidedly on medium-sized trucks. The larger engines may eventually make sense, but they will not support the early development of the LNG truck engine market. That will take a smaller engine that can appeal to many buyers in commercial centers. Once these markets have reached a sufficient penetration level maybe spokes can begin to develop based on a larger engine.
    Sep 27, 2014. 09:30 AM | Likes Like |Link to Comment
  • Westport Innovations: Stock Price Begs For A Decision [View article]
    Well, WPRT was at near $13.00 when the article was published and the view that the stock would trade down as low as $10.00, what could you do? Are you a trader? Maybe you sell short and close at $10.00. An investor? Maybe you wait to take a long position on a retreat. A current shareholder? Maybe you buy some insurance or enhance yield with options? I did not think I needed to detail each possible move. I figured most readers on Seeking Alpha would be able to do that for themselves.
    Sep 27, 2014. 09:16 AM | Likes Like |Link to Comment
  • 2 Ways To Play Innovation In The Titanium Pigment Industry [View article]
    Argex Titanium is definitely a company to watch and investigate. Also PPG Industries will benefit from Argex's innovation and at some point the lower priced titanium pigment source will make a difference for them.
    Jul 7, 2014. 07:35 PM | 1 Like Like |Link to Comment
  • 2 Ways To Play Innovation In The Titanium Pigment Industry [View article]
    Canadian Titanium is not a public company. This article was published previously in another venue where the acronym for Canadian Titanium was used. The way the Seeking Alpha platform works anything in parenthesis is considered a stock symbol. The article needed a bit of editing for the Seeking Alpha web site and I was remiss in not making a that change.
    Jul 2, 2014. 05:27 PM | Likes Like |Link to Comment
  • 2 Ways To Play Innovation In The Titanium Pigment Industry [View article]
    CTL stands for Canadian Titanium Ltd. a private company that is 50.1% owned by Argex. The way the Seeking Alpha platform works anything within parenthesis is considered a stock symbol. I did not think about the potential for a mix up by putting that acronym there.

    Not everyone has the same risk orientation. Many investors would never sleep with the risk associated with a small company like Argex. Yet PPG is likely to benefit from Argex's innovation and as a more developed company with a more seasoned stock, it presents an alternative way to capitalize on the innovation.
    Jul 2, 2014. 05:24 PM | Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Mike,

    I wrote a short note earlier to say thank you for taking the time to read this somewhat lengthy article.

    It seems most who read the article missed the point entirely and assumed - erroneously - that it was an argument against MannKind. Either they cannot read or are of such low character they are unable to discuss a stock objectively. The article was intended to simply bring out a discussion of dilution in a timely manner.

    It is not necessary to for everyone to agree, but it is imperative to be courteous.
    Jun 30, 2014. 10:52 PM | Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Thank you Mike. I appreciate your willingness to put in the time to read what was a long article. My intention with all the articles I post to Seeking Alpha is to look at the balance sheet and cash flows and discuss these two sources of information IN DETAIL. There have been a couple of people who suggested this was just a rehash of articles that have already been published. I have not seen any other discussion of the dilution issue.

    I also thought it was timely to bring up the topic now as investors were waiting for approval. While the stock has not moved as quickly as I expected on the FDA approval news, it is still important for investors considering a long position to draw a line on where they will buy the shares. Dilution will ultimately impact where the stock will go. Even if a partner or acquirer comes around, they will take derivatives into consideration in forming an offer.

    While I do not have an position in MNKD shares, I do have a great deal of interest in the market for diabetes treatments. It is a disease that has far reaching economic impact in our country in particular. What is more anyone who has diabetes or a friend or relative with the disease can tell you it is no fun. It is vital that capital is allocated judiciously to excellent treatments and therapies.
    Jun 30, 2014. 06:00 PM | 1 Like Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Robert, really how is this a short article? Simply because I suggested that the upside for MKND could be tempered by a deluge of dilution of the exercise of options and warrants? It is an article about trading strategy for those who are long.
    Jun 30, 2014. 05:50 PM | 2 Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    Where does the article say there will be a shortage of capital? Indeed, the point is made that with approval there will be plenty of investors willing to provide capital. Those with options and warrants will be among the first in line as they are all in-the-money.

    You and several others need to read more closely before making comments.
    Jun 30, 2014. 05:46 PM | Likes Like |Link to Comment
  • MannKind's Clock Is Ticking, But Balance Sheet Sounds An Alarm [View article]
    The article is not an attempt to estimate potential sales. As noted at the very beginning of the article it is focused on the topic of dilution. I do not see how deciding to write an article about a single topic hurts my credibility or position.

    My point is that no matter how much revenue and earnings you estimate, a thorough investor will take into consideration the number of potential shares that could become outstanding.
    Jun 30, 2014. 05:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
122 Comments
21 Likes