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  • Update: InvenSense Earnings [View article]
    The shorted float for INVN continued to rise in the second half of July, though the days to cover keeps dropping on increasing volume. The rebate rate keeps bouncing around 7%. While I do see possible danger heading into the next earnings report, I hope its been clear that this is NOT a good short candidate.
    Aug 12 12:17 PM | Likes Like |Link to Comment
  • Update: Energy Recovery Earnings [View article]
    Short float fell a few percent in the latter half of June and, more significantly, the days to cover shot up to almost 40 on declining volume leading up to earnings. All this is consistent with earlier comments. I expect to see a fairly sharp drop in shorted float in the next report, but with the rebate rate still very high (over 26%), remaining short sellers will be in quite the precarious position. Persistent moves against the broader market indicate continued short covering and possible upside in advance of analyst day.
    Aug 12 12:11 PM | Likes Like |Link to Comment
  • How To Value Advanced Cell Technology As A Phase II Company [View article]
    Ah. I relayed the feedback from various sources who have published many such articles in the comments of a prior article. Time to publication varies greatly, rarely being as low as a month or two, and sometimes as long as 9 months or more. Most of the time its around the center of that range, so the timing is right for publication soon. In some ways, a longer wait may be better because two sources who are published in Nature said that the more prestigious journals tend to take a little longer.
    Aug 12 12:03 PM | Likes Like |Link to Comment
  • How To Value Advanced Cell Technology As A Phase II Company [View article]
    Thanks. What are you referring to with "TLD"?
    Aug 12 11:46 AM | Likes Like |Link to Comment
  • Universal Display: 20X Jackpot In 2018? [View article]
    My Top Idea article took exactly this approach, listing manufacturing plans and calculating out the financial impact for UDC. This is the best way to approach UDC earnings since material usage is based on mother glass size and is independent of yields. The article i's no longer public, and I've updated a lot since then anyway, but the upshot was the the big gains won't hit until 2015. I've recently published a UDC earnings update article, so ask there for more detail.
    Aug 12 11:17 AM | 1 Like Like |Link to Comment
  • How To Value Advanced Cell Technology As A Phase II Company [View article]
    There were new items. Update article submitted and should be published soon.
    Aug 12 10:47 AM | Likes Like |Link to Comment
  • How To Value Advanced Cell Technology As A Phase II Company [View article]
    Yes, as dwdallam pointed out above, this article was mistagged, but that should be fixed now. If you click on the follow link, near my picture at the top, you can always receive notification of my articles.
    Aug 12 09:02 AM | Likes Like |Link to Comment
  • Update: Universal Display Corp. Earnings [View article]
    No, it's fine. The last non-Pro article is rather dated now, though reading through the comments will give you a really good sense of how things have developed.

    Short version: green materials from UDC have proved to be a very compelling proposition for extending battery life in the latter part of 2013 and beginning of 2014. The current pricing pressure likely has to do with two possible ways in which that may be playing out with the new green materials just introduced this quarter.
    Aug 12 08:51 AM | 2 Likes Like |Link to Comment
  • Conoco plans 4-5 week turnaround at Surmont oil sands project [View news story]
    Yes! The winners in the new age of Oil & Gas will be those who can extract most efficiently. Conoco is sitting pretty because of the quality of their reserves, and management has been prescient in adjusting its asset base. Look for another dividend hike now that the Nigeria sale is complete.

    Also, one of my focus tickers (NASDAQ:ERII) is a technology that will greatly reduce the the power cost of unconventional extraction.
    Aug 12 08:42 AM | 2 Likes Like |Link to Comment
  • Valuing Universal Display Corp. Earnings [View article]
    I've finally published a post-earnings OLED update article which will stay public:

    http://seekingalpha.co...

    Let's transition new discussion there.
    Aug 11 07:55 PM | 1 Like Like |Link to Comment
  • Universal Display Corp. In The Short And Long Terms [View article]
    The update article is finally published here:

    http://seekingalpha.co...

    Let's transition new conversation there, since this article will go non-public in a few weeks.
    Aug 11 07:51 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    and there was new info provided. I will try to get time to write it up tomorrow.
    Aug 11 05:50 PM | Likes Like |Link to Comment
  • How To Value Advanced Cell Technology As A Phase II Company [View article]
    Thanks for the heads up!

    I will certainly be listening to the call. I was going to say that based on the (lack of) attention this article has gotten, I may not bother to write up my thoughts, but perhaps the problem you've pointed out has something to do with that.
    Aug 11 04:53 PM | 1 Like Like |Link to Comment
  • Can ConocoPhillips Really Grow EPS At 10% Over The Next 3 Years? [View article]
    Look for another dividend increase this fall, now that the Nigeria sale is finally complete.
    Aug 11 01:29 PM | Likes Like |Link to Comment
  • Advanced Cell Technology On The Doorstep [View article]
    Lots of people commented on this article; only a handful asked.

    Also, wouldn't the best place to discuss the new article be, um, in the new article? It certainly would if they want continued coverage.
    Aug 11 11:57 AM | Likes Like |Link to Comment
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