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  • Stratasys significantly expands services ops via acquisitions [View news story]
    This seems to validate the PSC approach that I've highlighted ExOne for having all along. Ironic that XONE stock is currently getting beaten up for putting resources into the same strategy.
    Apr 2 02:27 PM | Likes Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    This SA article says that Nature published a paper which potentially devalues the iPSC patents that ACT owns. Given that nobody denies that Nature did such a publication, this article can never be inaccurate. The comments can, furthermore, be useful for tracking the controversy surrounding the Nature publications and underlying research.

    This article is a much more informative one to look at for these latest developments:

    http://bit.ly/1gnPwz7

    It says that of the six problems found, four were dismissed as innocent errors, but in two cases the committee found that Obokata had manipulated data in an intentionally misleading fashion. Obokata's response, per the Time article (CNN is merely reprinting), "considering the STAP cell discovery itself to be fabricated is a misunderstanding", which is consistent with my comment above about the evolving consensus in academia on inducing pluripotency.

    At any rate, there are much bigger happenings with ACTC today, which I may write up. Amongst other things, they've officially shelved any pretense of following up on their platelet plan. The effects discussed in this article were always a minor point for the company, and while they've not gone away, that takes one talking point off the table.
    Apr 2 09:31 AM | 1 Like Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    http://seekingalpha.co...

    InvenSense was generally expected to be in the S5, but it's nice to get confirmation. This is a bigger deal for OLED.
    Mar 31 10:10 PM | Likes Like |Link to Comment
  • How Good Are The Terms Of Tesla's Latest Bond Offering? [View article]
    A good morning for Tesla:

    Arizona, Ohio and now even NJ are bending under the weight of public pressure on the dealership issue: http://seekingalpha.co...

    Now comes news that NHTSA has concluded their Tesla review and found no defect:
    http://cnb.cx/1hhNN31
    Mar 28 09:31 AM | 1 Like Like |Link to Comment
  • Why InvenSense Is Worth The Premium [View article]
    http://bit.ly/NZw6JY

    InvenSense enters an agreement with Sonion to collaborate and sell InvenSense microphones in Sonion hearing aids. I don't especially like the exclusive nature of the agreement, but it's nice to see them building out the business.
    Mar 27 11:50 AM | Likes Like |Link to Comment
  • The Important Points From Camtek's Earnings Report Aren't In The Numbers [View article]
    CAMT is up this morning on the announcement of $4M in orders.

    http://bit.ly/1fnjjIS

    That's nice, but if they're announcing minor things like this, it indicates to me that they still have only a single pilot customer for Greenjet. It's a month and half later since this article was written. The analysis here becomes more relevant with each passing month that the industry continues to ignore Greenjet.
    Mar 27 09:37 AM | Likes Like |Link to Comment
  • The Next MoMo Stock, Part 2: Printing Profits With ExOne [View article]
    Short float in XONE decreased slightly in the first half of May, but the reporting period doesn't cover their earnings report. The next one, due on the night of April 9, will be far more interesting.

    We do have VJET earnings tomorrow evening. ExOne just gave us the numbers, even if it resulted in an ugly bottom line. Voxeljet has been much different, counting revenue they haven't received yet. The two shouldn't have much to do with one another, but we'll see what happens.
    Mar 26 04:37 PM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    Shorted ERII shares rose a whopping 36% in the first half of March, to 17% of float, though shares traded nearly quadrupled.
    Mar 26 04:17 PM | Likes Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    Yes, exactly. If they did have a home run on their hands, they'd want to be absolutely sure they dot all the Is and cross all the Ts given their checkered history and what's gone down elsewhere.

    That said, it pretty much does need to be a home run. Stargardt's is caused by a gene abnormality which in turn causes some proteins to be folded in way that kills off RPE cells. That would almost certainly continue to happen even if the original purpose of the trial (safety testing) was completely fulfilled. I'd guess ACT would probably have to show consistent results along the lines of those which were improperly disclosed earlier, and be able to answer some questions about the maintainability of such results.
    Mar 26 03:20 PM | Likes Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    They're not wrong, they're just counting on investors not understanding the (lack of) significance of their latest paper. Based on some of the responses here, that wouldn't be at all a stretch.

    I can't really fault them, even if that is the case. They've done good scientific work, which is why I was previously an investor, and funding is tough to come by. Dragging their feet and continuing to pay good scientists would hardly be the worst thing I've seen in business or the stock market.
    Mar 26 03:00 PM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    Energy Recovery has just authorized a stock repurchase of up to $6 million, which represents about 3% of its float:

    http://bit.ly/1dLO0GV
    Mar 25 09:41 PM | 1 Like Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    Scientists from ACTC have published a new paper:

    http://bit.ly/1fYS2M3

    It sounded like a breakthrough, but fortunately I checked with sources before commenting on it.

    The journal they published in is not particularly well regarded, unlike Nature. Furthermore, MSCs have minimal standardarization and no real biological signature. So, "Mesenchymal stem cell" winds up being a catch all phrase for poorly differentiated, poorly defined end product that is usually "multipotent" because they've made a mixture of cell types to begin with.

    The language that ACT used for their press release on this makes me worry that their trial results are being delayed, essentially so they can sell a little more stock and keep going that much longer. I hope I'm wrong, for personal reasons (I still have no position of any kind in ACTC).
    Mar 25 06:12 PM | Likes Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    Probably, but such events are always an opportunity to let something slip as well.

    As far as the delay, I recall a comment from the company, before this article was published, saying that there would be an update "within the month". Many others were expecting news already also. I could speculate on a couple of reasons, one good, one bad as to why that hasn't happened.
    Mar 24 07:01 PM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    I'd be surprised to see it back near 5, even with the larger market moving down, but I only look at fundamentals, especially in situations like this where we're concerned with forward valuation metrics.

    The next bit of fundamental data is short float info for the first half of March, due tomorrow night.
    Mar 24 11:26 AM | Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    For what it's worth, I do run this sort of thing by an attorney before making my comments.

    Energy Recovery does not need extra manufacturing capacity at the moment, but they will once the oil & gas business starts to come in at the rate they've projected. Even so, there are probably better, simpler options. This is a long, drawn out process that has been in the works for half a decade or so. I wouldn't be at all surprised if it takes the rest of the decade to conclude. The next round is likely to center on the actual intellectual property of pressure exchangers, where the initial court rulings seemed to affirm that Energy Recovery has a compelling position. So much so, in fact, that their ruling wound up being overly broad, which is what's lead to this latest decision.
    Mar 24 10:12 AM | Likes Like |Link to Comment
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