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  • I Concede Defeat On ARM Holdings [View article]
    Ashraf, what about the Internet of Things as a positive catalyst? ARM does have a microsprocessor designed to target that end of the market..have you looked into it per chance?
    Oct 30 10:14 AM | Likes Like |Link to Comment
  • The Ethanol Crush Spread Narrows As RIN Prices Sink [View article]
    very interesting..have you looked at neste oil and what the imlication would be pls?
    Oct 28 07:49 PM | Likes Like |Link to Comment
  • Veeco: Downgrade Presents A Great Buying Opportunity [View article]
    What do you think MOCVD equipment investment by Chip manufacturers does in 2014 pls?
    Oct 28 06:24 AM | Likes Like |Link to Comment
  • Market Undervalues Cash Flow And Strategic Value Of TomTom [View article]
    excellent comment. compltely agree..I just think bids might come earlier than 2015 - 16. The big tech giants know where the world is going, it is the investors who havent. If tomtom went into the hands of Samsung, Apple would be vulnerable. Samsung buying stake in corning is showing how tech giants are making moves to secure their suppliers..migth happen with mapping
    Oct 27 07:27 PM | Likes Like |Link to Comment
  • The Biodiesel Tide Is Going Out: Neste Oil Is Swimming Naked, 75% Downside [View article]
    If the RINS are received due to production of biodiesel, why is Neste able to sell those RINS? Why is it not required to keep them to make sure it is in compiance..?


    Also in terms of 'Assuming EPA proposal is accepted 80% of the RINS profitability could go away. ' How do you get to that figure pls..what exactly is in the EPA proposals that would result in such a reduction pls
    Oct 26 11:44 PM | Likes Like |Link to Comment
  • The Biodiesel Tide Is Going Out: Neste Oil Is Swimming Naked, 75% Downside [View article]
    New to this..Did Neste receive the RINS as a credit for the biodiesel produced? Or is the RINS price used to estimate the price Neste sells each gallon of bio-diesel for pls?
    Oct 26 11:00 PM | Likes Like |Link to Comment
  • Marcellus Productivity Report: Bullish For Domestic LNG Exporters, Chemicals, And Natural Gas Transportation [View article]
    interesting.
    Oct 24 10:00 PM | Likes Like |Link to Comment
  • Market Undervalues Cash Flow And Strategic Value Of TomTom [View article]
    completely agree
    Oct 24 10:47 AM | Likes Like |Link to Comment
  • Grab Ubisoft Before It Rebounds [View article]
    how can a $265M SWING IN PROFIT FORECASTS ARISE FROM JUST A FEW MONTHS DELAY PLS?
    Oct 23 06:19 AM | Likes Like |Link to Comment
  • Fugro: Surveying Sustainable Value Creation At An Attractive Price [View article]
    Thanks and great call on post NL!

    What do you reckon consensus E'DA is vs your E540m estimate..
    Oct 22 07:24 PM | Likes Like |Link to Comment
  • Micron Gets Aligned [View article]
    What exactly did Micron 'hide' at Q4s that market not like pls?
    Oct 22 10:48 AM | Likes Like |Link to Comment
  • Buy Barnes & Noble At A Deep Discount [View article]
    do they have much debt pls? Also do they own alot of property..property value that could further back stop the valuation ?
    Oct 16 06:54 PM | Likes Like |Link to Comment
  • Orange Is The New Green [View article]
    many thanks..how does divi yield look and coverage pls?
    Oct 12 11:45 AM | Likes Like |Link to Comment
  • Nokia: Opportunity With Above-Average Rebound Potential Still Exists [View article]
    What do you mean by nets pls?
    Oct 4 10:09 PM | 1 Like Like |Link to Comment
  • Nokia: Opportunity With Above-Average Rebound Potential Still Exists [View article]
    I wouldn't be surprised if see another corporate come and buy the patents given how the stock market is failing to value them correctly.
    Oct 4 07:00 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
423 Comments
655 Likes