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Giovanni di Maggio  

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  • POET Technologies Has No Poetry [View article]
    Regarding your statement "Anything that's not quantum can add marginal capabilities but will not be a quantum leap" you may have chosen the wrong "gurus" to listen to and you may have stopped reading Wikipedia about quantum computing after the first lines, when you noticed this issue is way too complicated for your simplistic approach and scientific knowledge.
    Besides what I said before about the state of the research, you may not have noticed that quantum computing is not a general replacement for traditional computing, as it can resolve certain problems faster by a probabilistic approach (which is its strength), but by far not all math problems.
    Had you read beyond the first lines of the Wikipedia article, you would have found also this insight:
    ".. the interdependence between computing tasks and distributed representations suggests not only that quantum superpositions may be more efficient than classical distributed representations for some computing tasks, but also that the inverse may hold for other computing tasks.
    The capacity of a quantum computer to accelerate classical algorithms has rigid limits—upper bounds of quantum computation's complexity. The overwhelming part of classical calculations cannot be accelerated on a quantum computer."
    So we will need indeed other solutions for making computers faster.
    Sep 6, 2015. 09:46 PM | 1 Like Like |Link to Comment
  • POET Technologies Has No Poetry [View article]
    @Technology Investing:
    Your comment is on a much superior technical and scientific level than the original article. It is quite clear that the author has very little tech knowledge. While I personal have my own doubts about PTK's economic future, the tech reasoning of the author is somewhat ridiculous. He throws in terms like quantum computing which he obviously does not understand. The research of quantum computing, notwithstanding the first notions going back to the 1980s, is still in its infancy and any realization is still far away. Moore's law in silicon circuit has arrived at the end of the road and quantum computing will certainly not replace it for the foreseeable future. More, quantum computing has even in theory mainly advantages for certain algorithms and there are many theoretical problems that would have to be resolved before any universally usable quantum computer can be built. This can take decades, perhaps more than the construction of an industrial useful fusion reactor, which scientifically is much clearer and more technically advanced.
    So, saying "Anything that's not quantum can add marginal capabilities but will not be a quantum leap" is just ridiculous and ignorant.
    There will be other semiconductor solutions before that, given that the reduction in size of the Si integrated circuit structures has reached limits where tunneling and other physical effects start to make a further reduction impossible. GaAs may be such a solution. This does not mean that PTK is the company which will bring this technology to an industrial use. But their claim to be able to combine analog, digital and optical circuitry on the same substrate is appealing.
    If their method is indeed valid, there may be a buyout at a much superior price.
    I had been invested in PTK a while ago and made good money with it, without ever shorting it, just getting out at the right moment. I am still watching it, but with a lot of skepticism. The choice of buying a small amount and just forget it seems reasonable to me.
    What keeps me from taking more risk than this is the simple question "why in all the time that they are publishing about and promoting their technology, has non of the big semiconductor producers or other tech biggies like IBM (who has significant scientific work in this field) simply bought the company for pennies on the dollar long ago?"
    The simple answer in my mind is that they are well aware of POET and have researched its viability and they have not been convinced.
    I am quite sure that POET has not escaped these companies' notice and that they have a lot more tech expertise than any of us and certainly more than Mr. Alfidi, to understand the importance of this development or the lack thereof.
    Obviously this is even bugging people who firmly believe in POET and have invested significant amounts, so there are always rumors around that one of the biggies is already in contact with them. If this where true, we would certainly not be able to buy PTK for 0.84 CAD anymore.
    IMO the chance to lose a lot of money (if you have invested tens of thousands in this stock) is significantly higher than to become a millionaire with it.
    I have been playing with the stock from time to time, but would not invest more in it than what I am ready to lose.
    There have been other companies that convinced me more of the validity of their product and which have gone belly up.
    Sep 6, 2015. 06:58 PM | 2 Likes Like |Link to Comment
  • Telefonica: This 5.7% Yield Rebounding Telecom Is Worthy Of Serious Consideration [View article]
    This pump is ridiculous. The stock is by no means to be considered a dividend stock.
    Even a company with no earnings and no free cash can "pay" script dividends.
    It's just dilution.
    The key statistics in Yahoo tell me
    1) Trailing P/E (ttm, intraday): 21.49
    2) Forward P/E (fye Dec 31, 2016): 15.96
    where is this under 14? Why would this be a deal?
    3) dividend payout is 123.00%. Wow. I am looking for not more than 60%, possibly less than 50% in a solid divi stock.
    4) Graham number "at first glance" (P/B=5.22) is $8.94 vs. pps of $14.68 today. Does not make me feel comfortable. Given that the Graham number as a valuation measure for the margin of safety is based on book value (5.22) and this number includes includes intangibles, at second glance there is no positive equity and thus not even a calculable GN. Excluding intangibles the net equity is $ -31,884,000.
    May 19, 2015. 05:35 PM | 1 Like Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    @Pitti "Arguments should be encouraged."
    And which are your arguments? "There is no climate change"?
    How scientific is that?
    CO2 climate isn't a gues, it's a fact. The conclusions may be a guess. The measurements are not.
    May 10, 2015. 10:43 AM | 4 Likes Like |Link to Comment
  • Concurrent Computer Offers A 7.8% Yield [View article]
    Nice find, good comment 496.
    May 2, 2015. 05:37 PM | 1 Like Like |Link to Comment
  • Ebola Stocks: A Real Portfolio Killer [View article]
    There are cheap contactless thermometers for sale in every pharmacy. Do they have the scale to make their's cheaper? me don't think so.
    Oct 13, 2014. 01:54 PM | Likes Like |Link to Comment
  • A123's Bankruptcy And Tesla: 2 Sides Of The Same Coin, Or Are They? [View article]
    Sorry, could you please repeat? Maybe terminating phrases with points. I have no idea what you are trying to say.
    Nov 7, 2013. 03:03 AM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -4.5%) takes a bit of a hit this morning, despite the presentation of new data demonstrating the successful application of its In Vivo Protein Replacement Platform in a mouse model. The company, in partnership with Shire (SHPG +1.8%), is developing ZFP Therapeutics for both hemophilia A and B using this approach. The data was presented late last week at the 16th Annual Meeting of the American Society of Gene and Cell Therapy in Salt Lake City. [View news story]
    I agree with jsmith9248
    May 20, 2013. 03:46 PM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -3.7%) stabilizes after a volatile opening this morning, albeit lower, after announcing the presentation of encouraging new clinical data from its program to develop a ZFP Therapeutic for HIV/AIDS. The data, which demonstrates that SB-728-T treatment results in a reduction in the HIV reservoir in HIV-infected subjects, is being presented at the 16th Annual Meeting of the American Society of Gene and Cell Therapy.  [View news story]
    Good chance to buy some cheap shares. Results for HIV are good and this is by far not the only drug in the pipeline. As with all biotechs, patience is required.
    May 15, 2013. 02:24 PM | Likes Like |Link to Comment
  • Oncolytics: A Failing Biopharma, Or An Opportune Buy? [View article]
    I am in ONCY for 8 years now. Started accumulating around 2.50, added a lot in the low "ones" and sold enough in the exuberant "sixes" to have all free shares as it was obviously too early to fly so high. There would have been dilution that would bring it down again and I waited for that. Bought more again last year and this year on weakness. As robmx says, shorts are our friends. ONCY is at the same time an excellent long term play and a traders dream. Very predictable medium term, but patience is key. It feels good to see juicy gains on the horizon for the shares you hold as a base and to know that you will have made even a good deal if they went bankrupt right now (which they won't).
    For those who are not there yet, now is the time to accumulate, maybe keep some cash to buy more in case they drop more.
    Methinks one does not even have to wait for best appreciation until they have their product on the market because a buy-out by big pharma can happen anytime.
    (Bio-)technically Hank and mpc723 are right, the virus is not modified. As to the note that Reolysin has been 'developed from a reovirus', this has to be read the way that Reolysin as an injectable carrier solution containing the live virus has been developed in a long process. It is quite tricky to maintain a virus live and in a controlled concentration for sufficient time in order to make it commercially usable. This is why Reolysin is much more than just a natural virus.
    May 11, 2013. 11:13 PM | 2 Likes Like |Link to Comment
  • Uranium's Dirty Little Secret - Investors Take Note [View article]
    In order to argue in favor of nuclear energy there is no need to lie about or downplay the radiation damages that the Hiroshima and Nagasaki bombs caused. You claim without proof that "
    ... the nuclear bombings of Hiroshima and Nagasaki produced about 630 deaths from various cancers and leukemia. That's from the 90,000 survivors of the blast to this day.
    The health of survivors has been monitored since the bombings in 1945. There have been an estimated 527 excess deaths from solid cancers and 103 from leukemia."
    You don't quote your sources, typical for people who lie for propaganda reasons. You neither talk about people who remained infertile or had other non fatal radiation seizures nor the many malformed or dead children that were born from mothers who had received radiation.
    There are many sources that prove you wrong, only one of them is Wikipedia which, opposite to you, quotes the sources:
    "Estimates of total deaths by the end of 1945 from burns, radiation and related disease, the effects of which were aggravated by lack of medical resources, range from 90,000 to 166,000.[1][92] Some estimates state up to 200,000 had died by 1950, due to cancer and other long-term effects.[93] Another study states that from 1950 to 2000, 46% of leukemia deaths and 11% of solid cancer deaths among bomb survivors were due to radiation from the bombs, the statistical excess being estimated to 200 leukemia and 1700 solid cancers."
    Looks that these people don't count for you.
    Another lie is that heavy accidents in nuclear plant happen once in some hundred of year. In my own lifetime I have seen several, the worst of which was Czernobyl.
    This notwithstanding I agree that nuclear (fission) energy will be needed for a while and that the Uranium industry is not at all dead.
    May 6, 2013. 08:09 PM | Likes Like |Link to Comment
  • Longwei Petroleum Vs. GeoInvesting: Someone's Wrong [View article]
    If they were serious, they would accept it. But Quoth is probably right. They won't.
    Mar 25, 2013. 01:56 PM | 1 Like Like |Link to Comment
  • Oncolytics Sharply Overvalued Following REO 018 Trial Failure [View article]
    Never mind. Those who understand the story and have been in this stock patiently for years (myself for 8 years now) have seen the drop as a chance to load up again. This company not only will eventually be worth multiples of what it is today even after the little runup, it has been a traders dream that allowed you to load the truck on the many dips and then take some off the table at the many peaks and reload again when others were scared.. Some of us have now many times the shares than we began with and not only have them all for free but even have already accumulated a nice profit. It's only those who don't know the company, its management and the details of the trials who lose on bearish drops. Shorters may have made some money shorting the peaks, but they will never have the fun to see the stock run to multiples of todays pps. What is our delight is their nightmare.
    Dec 13, 2012. 03:37 PM | 2 Likes Like |Link to Comment
  • Oncolytics Sharply Overvalued Following REO 018 Trial Failure [View article]
    Happy shorting! ONCY up well over 60% this morning. Yesterday something must have leaked already because it went up steadily over the entire day, just to be clobbered down to a more moderate increase by two sales well below bid, 2 seconds after 4 p.m. Whaddayasay now? How much did you loose on this bet? Or did you get out in time yesterday?
    Looking forward to your praising commenr "I told you so".
    Dec 13, 2012. 10:21 AM | 2 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    I guess you would qualify most scandinavian countries as "socialist". Indeed thay have many things US republicans despise. Nonetheless they are faring very well, far from "equal distribution of misery". Looks like people there are happier than US Americans if you can trust public polls and rankings. (
    Nov 8, 2012. 08:42 AM | 3 Likes Like |Link to Comment