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  • Marcellus Productivity Report: Bullish For Domestic LNG Exporters, Chemicals, And Natural Gas Transportation [View article]
    Oct 24, 2013. 10:00 PM | Likes Like |Link to Comment
  • Market Undervalues Cash Flow And Strategic Value Of TomTom [View article]
    completely agree
    Oct 24, 2013. 10:47 AM | Likes Like |Link to Comment
  • Grab Ubisoft Before It Rebounds [View article]
    Oct 23, 2013. 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, 2013. 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, 2013. 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 value that could further back stop the valuation ?
    Oct 16, 2013. 06:54 PM | Likes Like |Link to Comment
  • Orange Is The New Green [View article]
    many does divi yield look and coverage pls?
    Oct 12, 2013. 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, 2013. 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, 2013. 07:00 PM | 2 Likes Like |Link to Comment
  • Reminiscences Of A Stock Operator [View article]
    George some good calls but on Nokia I remember you writing a bearish article just before the bid!
    Sep 26, 2013. 07:55 PM | 3 Likes Like |Link to Comment
  • What Will The New Nokia's Margins Look Like? [View article]
    1) HERE is being invested in (90% R&D/ Sales) ratio as mapping is a huge potential value creator 2) NSN is a went from loss mkaing in 2010 to 11.8% margin in Q2 2013. Juniper and Siena are valued at 1.5x Sales, NSN at 0.6x 3) Patent portfolio not been monetized as 90% of patents been shielded for use in D&S. Already the MSFT deal adds $200m per annum to that revenue stream.

    Risk of being out of this, is if a corporate decides to recognise the value of Patents where the stock market is not. Like what hapened with D&S..
    Sep 25, 2013. 01:14 PM | 11 Likes Like |Link to Comment
  • Nokia Corporation: Strong IPR Portfolio Could Push Prices Even Higher [View article]
    andreas, you have been wrong about this stock from 60% ago! The patents are worth $22.5bn if do a read across of nortel and motorolla valuations..
    Sep 25, 2013. 01:08 PM | 7 Likes Like |Link to Comment
  • Is The New PayPal App A Game-Changer For eBay? [View article]
    V interesting...the one push back I hear on paypal is their fees are high?
    Sep 25, 2013. 09:27 AM | Likes Like |Link to Comment
  • Nokia: A Surprise Short Play [View article]
    mind boggling analogy
    Sep 24, 2013. 03:07 PM | 2 Likes Like |Link to Comment
  • Earnings Preview: Micron Technology [View article]
    when do they report pls?
    Sep 24, 2013. 08:35 AM | 1 Like Like |Link to Comment