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  • Did We Just See A Bottom In ExOne? [View article]
    I overestimated it, or you did? I certainly didn't call a bottom at $30.
    Sep 2, 2015. 09:57 AM | Likes Like |Link to Comment
  • Did We Just See A Bottom In ExOne? [View article]
    Buy more? It wouldn't be more if someone were heeding any of my earlier articles and comments.

    Setting that aside, I've already shown how cash burn has come down, but you're still right... The prior article talked about the "build it and they will come" strategy, and prudent investors should wait for the seats to start filling. Short sellers can't afford that luxury, though, against management that is betting on results with its own money.
    Sep 2, 2015. 01:12 AM | Likes Like |Link to Comment
  • Amazon's video service now supports iOS/Android downloads, offline viewing [View news story]
    I certainly hope so. Streaming is mostly a stupid kludge that is in place to protect out-dated and unreasonable business/IP models. If you're going to watch something, you effectively have to download it anyway. Sure, you shouldn't have wait for the whole thing to start watching, but you also shouldn't be at the mercy of your network connection.
    Sep 1, 2015. 06:22 PM | 4 Likes Like |Link to Comment
  • 3D printing stocks close with big losses as markets tumble [View news story]
    @candle - Look at either of the linked articles, and ask further questions there, not here. I can't track every news item, but always read the comments in my own articles.
    Sep 1, 2015. 05:36 PM | Likes Like |Link to Comment
  • The Hard Questions About Tesla's Battery Swap [View article]
    Yes, I think that would be a far more sensible solution. Regulation often drives companies away from what would otherwise make sense.

    I wrote about some small-caps that have been moved by Tesla's high speed charging efforts here:

    http://seekingalpha.co...
    Sep 1, 2015. 05:30 PM | Likes Like |Link to Comment
  • Tesla's Matrix Moment [View article]
    Yes, I ran across and documented a fascinating read about Moore's Law here:

    http://seekingalpha.co...

    but no matter how you slice it, Moore's Law certainly does not apply to batteries or energy storage. In retrospect, it's become pretty clear that Tesla was just gaming the system back when I first looked at some of those issues

    http://seekingalpha.co...
    Sep 1, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • The Hard Questions About Tesla's Battery Swap [View article]
    Since I first published this article, it's become pretty clear that Tesla was just gaming the system.

    http://read.bi/1O6kWgm

    I don't fault the company for that. In fact, I think it's the only reasonable response to over-regulation.
    Sep 1, 2015. 04:24 PM | 1 Like Like |Link to Comment
  • 3D printing stocks close with big losses as markets tumble [View news story]
    As written here

    http://seekingalpha.co...

    the business models of these companies have little do with one another. The main thing group them together is the media. One name is absent from the list, though, which is of no surprise at all to me

    http://seekingalpha.co...
    Sep 1, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Yep, lots of companies continue to innovate, and lots of investors lose all the money they put into those companies. This is an investment site, not a medical or scientific one.

    The article you are so bothered about specifically says that the IP discussed is not relevant to the company's medical success. Go reread for yourself:

    http://seekingalpha.co...

    It characterizes the development I was documenting as "a small, but undeniably negative development", because the company would destroy shareholder value if it attempted to commercialize on its own. That's very different from your characterization above. Nonetheless, with shares at a fraction of what they were then and all the focus on the embryonic line, I think its hard to argue with the actual conclusions of that article, though I'm sure the facts won't stop some people from doing so.
    Sep 1, 2015. 04:03 PM | Likes Like |Link to Comment
  • Tesla roundup: Model X buyers pick options, another EV startup draws notice [View news story]
    Yes, we are just starting to see how Tesla's true competition is not the incumbent car companies.

    http://bit.ly/18aMSed

    Such a long road, with so many branches, and there is no one true path.
    Sep 1, 2015. 03:51 PM | 1 Like Like |Link to Comment
  • Big trading month for Interactive Brokers in August [View news story]
    The volatility is bound to be good for brokers, especially those with institutional clients, which IB has more of, than say, ETrade or TD. However, it is very highly valued and has just a 1% dividend. I think this quarter will be pivotal in telling whether or not the MM segment can ever make a profit again. If not, watch out!

    In the meantime, I prefer an exclusively institutional broker of a different sort, with much better growth and 6%+ dividend yield:

    http://bit.ly/1hvo9Lu

    In particular, the credit derivatives and real estate segments should perform especially well with gradually rising interest rates.
    Sep 1, 2015. 01:20 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Or mis-characterizing my prior articles. Note that both of these grants are for the embryonic lines, not the iPS ones. If anything they further validate the article citing the hit to the iPS that SnP is referring to, rather than the opposite.

    As for Wotton and management, we've replaced overt hype with "we can revalue or stock options any way want". That's just great, SnP; glad you're happy with him.
    Sep 1, 2015. 01:15 PM | Likes Like |Link to Comment
  • ConocoPhillips starts Surmont oil sands project in Canada [View news story]
    I'm not ready to jump back into any E&P just yet, but Conoco is best in class, and far better positioned than others for an eventual turnaround:

    http://seekingalpha.co...

    In particular this completion and APLNG should really help restore cash flow neutrality.
    Sep 1, 2015. 01:10 PM | Likes Like |Link to Comment
  • Update: Advanced Cell Technology Interim Results And Shelf Offerings [View article]
    Yes, I've always liked the science. It's why I first wrote about the stock. Grants simply aren't going to make up for the dilution, though.
    Sep 1, 2015. 12:45 PM | Likes Like |Link to Comment
  • A First-Hand Look At The Google Fi Opportunity [View article]
    Not of any particular importance, so I'm just posting it here, rather than to subscribers, but Google has a new logo:

    http://engt.co/1hvaXq9

    I see it as emblematic of the Google brand being simpler, whereas Alphabet will grow to encompass so much more.
    Sep 1, 2015. 12:16 PM | Likes Like |Link to Comment
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