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  • The One Sector You Must Own Today (Part II) [View article]
    Nice articles. Whether or not you're right about reversion to mean, the current downturn in prices is going to push producers to be more efficient, thus lowering their production costs. There are huge process improvements still to be made in fracking, which is why Conoco's CEO has said that field is "still in the first inning." Investors who believe your thesis, but want a higher risk/reward profile should look at my articles on ERII. GE already uses them in its oil services offerings, but they are now market directly to the industry. The coming year will see white papers on how the technology not only lowers costs, but improves uptime.
    Nov 16 05:45 AM | 2 Likes Like |Link to Comment
  • Update: Energy Recovery Earnings [View article]
    Thanks for the note, Buster. Energy Recovery devices are used in the Reverse Osmosis water treatment, so yes, they would probably benefit from the adoption of this. This would be in addition their current efforts to break into the oil & gas industry.
    Nov 15 08:14 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Very good note! Fortunately, the abstains were counted separately, and they were only 362,846. The broker non-votes on the other items outnumber everything else put together, though. Who has Alpha Dollars they want to bet that, if Ocata ever does an institutional placement, probably through the same brokers, it winds up being well below the current $7 share price?

    I'd thought the symbol change would have come with the uplist. None of this inspires confidence for me. It's being done to distance the company from the sins of the past. That's rich! Hopefully new management won't continue breaking the law, but it becomes progressively more clear that the dilution cycle will continue. That in turn means that if and when they are ready with some Phase II results, they'll be in similar bind to the one they found themselves in recently.
    Nov 15 07:19 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    The company's name and website change has broken the link above. Here's the updated link:

    http://bit.ly/1sSdzNR
    Nov 15 06:43 PM | Likes Like |Link to Comment
  • Update: ExOne Q3'14 Conference Call Takeaways [View article]
    Some good color from Jefferies, who maintains a hold on the stock while dropping their PT to $21:

    http://bit.ly/1H2EbVX

    I wasn't expecting ExCast to be a big contributor in 2015, but markets are forwarding looking so just seeing evidence that ExOne is making progress building its future should be positive.
    Nov 15 06:11 PM | Likes Like |Link to Comment
  • Update: ExOne Q3'14 Conference Call Takeaways [View article]
    Thanks for your comment, but lest readers get the wrong idea...

    ExOne (the company, XONE refers to the stock) has done a bad job at forecasting revenue, but they've done a lot right, particularly with bringing new materials like Nickel alloy to the market, as referenced in prior article comments. This is most important long-term and also speaks to your vague (which production standards are you referring to?) quality aspersions. There is still lots of development to be done on this front, but everyone knows that, and part complexity and speed to first production is actually where additive manufacturing shines. Go back to my first article for more detail on that.

    Finally, the expenses for building out the PSCs and other facilities are pretty much done now. If you mean they cost a lot to operate, then it should be noted that the growth and revenue from them is the one saving grace for this quarter. Any company is in trouble if revenue falls off a cliff, but the PSC revenue is currently growing by leaps and bounds!
    Nov 15 05:33 PM | 1 Like Like |Link to Comment
  • ExOne bounces following bullish Oppenheimer note [View news story]
    Mort,
    The Oppenheimer not didn't hurt, but most of the bounce occurred before it came out. Furthermore, there were just as many reduced price targets that SA failed to note. I don't follow the other stocks you mentioned in as much detail, as they don't really have much to do with ExOne's business model, beyond shallow market perceptions.
    I wouldn't be surprised if XONE has bottomed, but I also don't see it making any sustained runs right away. See my just published article for more color, and make any further points there, as I'm checking out of this thread.
    Nov 15 04:52 PM | Likes Like |Link to Comment
  • Update: Universal Display Corp. Q3 Earnings Report [View article]
    Oppenheimer has cut OLED to market perform:

    http://bit.ly/1EG3TMb

    They are apparently ignorant of the timing of LG's build-out. Speaking of which, roll-to-roll processing is a huge leap forward:

    http://cnet.co/1EG3U2w
    Nov 14 05:25 PM | Likes Like |Link to Comment
  • Update: ExOne Q3'14 Conference Call Takeaways [View article]
    FBR reiterates also, with a $37 price target and Oppenheimer initiates coverage with a PT of $35. I can't say I think much more of these than the negative notes.
    Nov 14 05:07 PM | 1 Like Like |Link to Comment
  • Update: InvenSense Q2'15 Earnings [View article]
    I think you're missing some data. I'll try to get an article published for Monday.
    Nov 14 05:02 PM | Likes Like |Link to Comment
  • Update: ExOne Q3'14 Conference Call Takeaways [View article]
    Here's the conference call transcript:

    http://seekingalpha.co...
    Nov 14 04:57 PM | Likes Like |Link to Comment
  • ExOne bounces following bullish Oppenheimer note [View news story]
    I completely called the market reaction to the miss for readers:

    http://seekingalpha.co...

    My new article covering the important points from the conference call will be public in under 4 hours.
    Nov 14 04:54 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    That's not how it usually works. Non-votes typically count as whatever the board recommended, or sometimes abstains.
    Nov 14 04:30 PM | Likes Like |Link to Comment
  • Tesla's Matrix Moment [View article]
    The fuelling infrastructure is private, as these are typically fleet vehicles.
    Nov 14 04:29 PM | Likes Like |Link to Comment
  • Update: ExOne Q3'14 Conference Call Takeaways [View article]
    Credit Suisse has reiterated its stance on XONE. If you go back to the comments on the first article, you'll see that most sell-side analysts fall firmly into the "ignore" category.
    Nov 14 10:57 AM | 1 Like Like |Link to Comment
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