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  • ExOne Inflection Point Slowly Approaching [View article]
    Yes, message me privately with an email address.
    Mar 23, 2015. 05:25 PM | Likes Like |Link to Comment
  • MicroVision: Why We Don't See The Vision [View article]
    Those who read this article may wish to also look at similar projections from the same organization on Universal Display Corp (OLED):

    http://seekingalpha.co...

    Looking at that comment and searching for the word "Asensio" in order to locate other comments in the same article will give a good case study on a similar situation, as well as a starting point for assessing the background of this source.
    Mar 23, 2015. 02:52 PM | 14 Likes Like |Link to Comment
  • Microvision Deja Vu [View article]
    There is a new negative piece on MVIS at TheStreetSweeper. For those who don't know, this is a web site backed by Manuel Asensio. SA is very sensitive about contributors criticizing other contributors, so I'll simply point out that readers may wish to to look at this comment

    http://seekingalpha.co...

    and search by his last name for others in that article in order to judge how accurate similar projections worked out for OLED. They can then determine for themselves how much credence to give this time around.
    Mar 23, 2015. 02:33 PM | 1 Like Like |Link to Comment
  • ExOne Inflection Point Slowly Approaching [View article]
    It puzzles me that a reader of my articles would be long both XONE and VJET

    http://seekingalpha.co...
    Mar 20, 2015. 11:59 AM | Likes Like |Link to Comment
  • GFI Group Comes To Terms With BGC Partners [View article]
    As predicted, GFI intends to delist its stock.

    http://cnnmon.ie/1BD6GmK
    Mar 19, 2015. 04:35 PM | 1 Like Like |Link to Comment
  • ExOne Inflection Point Slowly Approaching [View article]
    Please link to sources rather than or in addition to quoting.
    Mar 19, 2015. 04:06 PM | Likes Like |Link to Comment
  • InvenSense: MWC And Apple's Media Event [View article]
    I saw it. Is this one this on of the analysts that was predicting great things from the original Apple deal? If you look through my articles, you'll see that I wind up disagreeing with analysts on a regular basis.

    http://bit.ly/1BCZlUj

    Note that it's not just the win we disagree on, it's the level of importance. If InvenSense did miss the Watch, I'd be jumping on any disappointment as an opportunity to increase my position.
    Mar 19, 2015. 04:05 PM | 1 Like Like |Link to Comment
  • ExOne Inflection Point Slowly Approaching [View article]
    Fair enough. As for the possibility of buyout, I think it's there, but best ignored for reasons discussed in this comment:

    http://seekingalpha.co...
    Mar 19, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • GFI Group Comes To Terms With BGC Partners [View article]
    Assuming CME would pay at least as much as they were offering before:

    $6.10 - 2.75 = $3.35 per share

    Terms of the Kyte sale were undisclosed, but we can assume the "net price", if I'm understanding what you were asking, will be below that. Quite the bargain.
    Mar 18, 2015. 10:31 PM | Likes Like |Link to Comment
  • GFI Group Comes To Terms With BGC Partners [View article]
    The sale should accrue to GFI, but that's fairly academic since it is a controlled company. I wouldn't be surprised if it only continues as a separate entity while the appropriate parts are still being sold off and integrated. That said, if you want the conservative math, it probably would make sense to divide the amount by the number of BGCP outstanding shares, which is 221.4M. See my first comment in this article for why I didn't consider the calculation very important.
    Mar 18, 2015. 06:54 PM | 1 Like Like |Link to Comment
  • Microvision Deja Vu [View article]
    I don't know off the top of my head, but I do personalized Q&A in my subscription service. Message me privately with an email address if interested.

    FWIW, subscribers got the first notice on MVIS on the morning of March 5, while the stock was still below $2.50.
    Mar 18, 2015. 11:17 AM | Likes Like |Link to Comment
  • GFI Group Comes To Terms With BGC Partners [View article]
    My take on it is what I've been saying in past articles. BGC bought GFI for cost savings in the short term and the SEF software in the long term. CME knew all along that they could get the divisions they wanted from GFI management or BGC.
    Mar 17, 2015. 05:51 PM | Likes Like |Link to Comment
  • Microvision Deja Vu [View article]
    Thank you for the correction! The article has been updated.
    Mar 17, 2015. 04:09 PM | 1 Like Like |Link to Comment
  • GFI Group Comes To Terms With BGC Partners [View article]
    As predicted, CME is said to be in talks to buy Trayport and Fenics:

    http://bloom.bg/1MKyAnh
    Mar 17, 2015. 03:35 PM | 2 Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    This is positive. OCAT can make the European trials pivotal.

    http://bit.ly/1CroJ6q

    It remains to be seen how they will be funded.
    Mar 17, 2015. 09:29 AM | Likes Like |Link to Comment
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