Long/short equity, special situations, hedge fund analyst
Long/short equity, special situations, hedge fund analyst
Contributor since: 2012
Methotrexate slim chance. There's a better, but still low chance that it could compete with Humira. If phase 2 results are positive those chances increase.
See my response to Alan above. Regarding MPS, I have not researched them. I don't know if they provide secure proxy banking services, but Blue Line now does. See here:
I am also not saying that CannaVest will partner with Blue Line. I am merely using them as an example to illustrate the kind of public companies Blue Line may court and partner with in the future.
Alan -
I believe CannaVest does deal physically with hemp plants for CBD extraction, though not on a large scale as much of what they do is chemical engineering. Still, the feds are unpredictable and banking problems could ensue for any company dealing with any cannabinoid.
Regarding full legalization, that's a good question. I really don't know what kind of effect it would have on the company. I don't see legalization on a federal level any time soon. If marijuana prohibition survived the 60's, it can survive almost anything.
The 11 million potential parking spots is an estimate based on contracts with owners of parking lots.
If you would check wikipedia and its quoted sources - you will see that as of almost 2 years ago CCGI had already over 40 strategic partnerhsips representing over 6.5 million spots.
In many places CCGI has the exclusivity to install chargers at every spot. So they own the future
The companies job is to make it practical and affordable to build an infrastructure for EV charging. With over 13,000 stations and over 11 million more potential spots under contract they are poised to do so.
From the last conference call - it appeared that the company has fixed many of the down EV stations - which were legacy issues of a bankrupt company.
Furthermore, David. A better analogy
The railroad tracks did not make money until the trains started running
The Tele communications companies only spent money on cell towers before first cell phone was turned on.
The EV industry is here to stay and burgeoning. Show me a better public alternative. Show me any alternative.
OVer 60 percent of the population has there own parking spots. It is unfortunate that you do not. However, if your local municipality gave permission someone would gladly install a unit for you.
You could even buy one yourself.
The proof. CCGI has already begun places second stations in places where there only had 1.
Its working -
Some high tech growth industries are not meant for people without foresight or the stomach for volatility.
Correction on mkt cap - shares outstanding of 12.1 million shares times closing price of $2.28 is 27.6 million market capital
While you are correct regarding Maytag, Westinghouse, etc, I believe you are missing the point here. Even Coloumb makes money selling equipment. However, Ecotality does not. They are giving aware equipment that a third part is was paying for ( THE Government). And even the Government stopped once they realized that ECTY cannot meet its goals. So obviously if they announce in a filing that without Gov't money they may need to file bankruptcy, they cannot make money on its own.
I am long CCGI
The company had done a restructuring when they did a reverse split. (MIAMI BEACH, Fla., March 21, 2011 (GLOBE NEWSWIRE) -- The Car Charging Group, Inc. (OTCBB:CCGID) Board of Directors and shareholders approved a decrease of our issued and outstanding common stock, in the form of a reverse stock-split, on a one-for-fifty (1:50) basis which was effectuated on February 25, 2011.) The pre restructirung numbers skew the dilution effect. Furthermore, all convertibles note have since been converted. Since the conversion of notes and revers there have been no major dilutive events.
I would be more than happy to assist and take care of this. Contact me via seeking alpa. I may be willing to buy your stock from you
not at all it can be done today.
i can help - what do you need - it is not a problem at all
Scott, like your take on Trius. I've been watching them for a while. MRSA still kills thousands every year according to the CDC. Interesting vaccine discussion we've got going on here...I wonder why small pox and polio are gone...
I own this junior - was of the best ones I have seen in a while
Thank you for your insightful comment. Your points are challenging indeed. My response:

The point I was making about dividends has less to do with recommendations for a growth strategy than an academic point about Wall Street itself. It's not that I "like" dividends and therefore recommend them. Far from it. They are not enough. Rather, the point is that a stock that does not pay dividends has no intrinsic value, and the only value of it is in second-guessing someone else’s valuation of it, which in turn second-guesses someone else in an inherently unstable loop of group-think. The point is that this leads to an intrinsically speculative and volatile, rather than investment driven based on actual numbers and stable, stock market. In terms of making money, you are correct. You need both capital growth and dividends these days. That’s what’s so sad. Capital growth itself used to depend on dividends, which in turn depended on earnings. This is no longer the case, and that is the tragedy.

You may be correct that HNZ has better growth prospects than CPB. But I personally would never buy a stock at its all-time high no matter what the prospects are, especially with the global fiscal situation so unstable. It is the biggest and best companies whose stock prices fall hardest when governments lose control of their fiat currencies. Assuming that will happen this coming year or next, HNZ could get clobbered despite, or perhaps even because of people fronting its growth prospects. CPB may get hit too, but not from the top, as it is not currently there.

Dividends do fluctuate, that is true. I was taking a snapshot in time in order to illustrate a basic market point about intrinsic stock value that has been lost for some generations rather than make a pick based on one quarter’s readings. Readers are free to analyze all quarters and do the math if they are serious about investing their money.

HNZ earnings during the great recession did not drop off on an annual basis. See here. Their stock price certainly did, so they could afford to up their dividends per share. A great company indeed, however, due to the inherently speculative nature of Wall Street, they could not escape the scary drop even though they are a dividend-paying stable company. That goes back to my original point. Due to the systemic infection of speculatism and second-guessing, assuming capital growth from earnings growth does not always work. That’s what makes HNZ’s current price so dangerous. CPB may not be as good a company on that front, but they cannot fall as far if speculative fever goes sour again, which I expect it will sometime this coming year or early 2014.

I do not know if OFI will break out at all. I was using them only as an example for someone who wants to make a more speculative and risky bet in the sector. The central point of this piece was more philosophical/macroeco... as to the function of the stock market in general, to look at the state of the market rather than individual stock picks.

Bottom line of what I believe in terms of individual stock picks though, HNZ’s price looks dangerous, CPB less so, OFI looks justified and if their recovery continues could climb significantly. The smaller the market cap, the less a stock tanks when speculatism goes bad. If OFI does not break out, I’d bail out after a bounce from support at $4, and SOUP.OB is the binary lose-it-all or win-big in the sector no matter what happens to Wall Street in 2013 and beyond.
That is a strong possibility.
Your reading it completely wrong. Read the press release. Merck gave what is tantamount to a cash infusion to Insight based on their belief that the company will perform well to their benefit. Why else would any company agree to give more money?

This article is sub par at best. While the author did mention the very positive news from Thursday regarding the clinical trials, he really missed the mark with respect to the financial health of the company. You would think that an author who knew well enough to mention the $7 million dollar recent raise from Neuralstem, would have been responsible enough to add that to the cash portion of the balance sheet he is telling us about.
If anything it should be seen as extremely positive that a Biotech early stage company has no difficulty to continuously raise money. It is no secret that early stage biotech companies are often only have burn rates until they complete Phase I or Phase II trials.
I am currently have no position in CUR, nor do I plan on having any during the coming week.
Good point. I will look into it.