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H. T. Love  

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  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    "She lived another 5 years (about 4 good ones) before her tenacity was overcome".

    Same for my first wife who succumbed in 1982, 6 days shy of her 36th birthday.

    HardToLove
    Jun 25, 2015. 05:48 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I think what Motionstrem posted earlier about cash flow will have much more effect for Lynas. Molycorp was known to be in deep doo-doo for quite some time and that likely affected customers as well as pps having it already baked in.

    MHO,
    HardToLove
    Jun 25, 2015. 05:39 PM | 2 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    $CPST: Getting deleted from the Russell Global and 3000 Indexes.

    Expect voltility.

    http://bit.ly/1kzupvP

    HardToLove
    Jun 18, 2015. 01:07 PM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    "I think it will be surprising how fast it will rebound though"

    CPST $0.52 +8.18% now.

    A positive suggestion?

    http://bit.ly/1GiRZb2

    HardToLove
    Jun 18, 2015. 10:03 AM | 3 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Been moving some trading blocks in it - 8.34% on one one-day round-trip before the quarterly report. A few percent on the others.

    I think it will be surprising how fast it will rebound though - knowing the headwinds they were facing I pared my core position some time back and will start to re-load slowly now.

    Keep in mind that BPC will be Cash-basis for now and will be paying the $7MM reserved down over the coming quarters. This will go straight to bottom line as material has shipped, so no COGS and SG&A will drop and COH will rise by the amount paid each quarter.

    What this means is margin and the next report won't look nearly as bad because BPC has already paid some of it.

    BTW, maintaining margin at 16% when revenue dropped 13% is a pleasant surprise.

    HardToLove
    Jun 16, 2015. 07:32 PM | 3 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Thank you for taking the time to share the insight Rick!

    Sounds like generally favorable prospects then.

    HardToLove
    Jun 16, 2015. 05:26 PM | 2 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    Rick,
    "big order news for UQM will probably come from China and not stateside as management indicated. It also means that the stock is unlikely to make a significant move unless we hear news from China"
    Agree. Since the demise of CODA I have figured this is where the viability will come from initially.

    If the new rules regarding making source code availble in China doesn't scuttle the deal I thinking about a year or so more for some of those initiatives to start coming to fruition.

    Meanwhile, I'm suspecting that the hydrogen compressor business UQM bought might be more robust as time passes and more equipment gets converted. Not expecting a parabolic ramp-up though, just sporadic incremental growth at best.

    MHO,
    HardToLove
    Jun 16, 2015. 07:45 AM | 2 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    ISTR AT&T announced some plans a while back for billions in capex to expand their fiber network. Don't recall when or source.

    That would, of course, have short-term bottom-line effects and longer-term effects eventually.

    If they get DirectTV they'll be well-positioned for end-to-end provisioning to start to compete, effectively, with VZ.

    But that'll take some years I think.

    HardToLove
    Jun 11, 2015. 06:32 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    A wonderfully well-written and well-expressed piece Sir.

    Highlighted by "They shrugged and said, “Man, that’s like a hundred years ago. Who cares any more?” and last "Only by remembering do we have the knowledge and the courage to say, “Not this time. Not again. For God’s sake, not ever again.”, is the failure of our societies on so many fronts to ensure "not ever again".

    If we could attach Ken Burns to a documentary on it, which likely would not be much different from or better than many done before, it might receive the attention it deserves from those who so carelessly dismiss what you have described.

    Thank you Sir for your dedication and for sharing with us and others!
    HardToLove
    Jun 11, 2015. 06:14 AM | 5 Likes Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    I like that 15% more efficient thingy!

    That's the sort of thing that differentiates the bus, and by association the UQM components, from the "run of the mill" competitors.

    He-he BYD!

    HardToLove
    Jun 10, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • A Speculative Play On UQM Beginning 2/7/2015 [View instapost]
    "China may try to force US tech firms to give up code"

    http://cnb.cx/1KfwRst

    First is banking, then ...?

    "After an outcry from the tech community (and reportedly from foreign officials) the banking rules have been shelved for now. But experts told CNBC they expect the regulation will be revived, and in the meantime a second set of rules that Beijing says will help it fight "terrorism"—and which would involve more business sectors than just banking—are on the way.".

    Since UQM depends on doing programming before components are shipped to China, this has potential impact.

    HardToLove
    Jun 5, 2015. 04:49 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Speaking of such, technology, or something does matter. We've had both Dish and DirectTV. DirectTV tolerates passing storms very well losing signal much less frequently and reacquiring very quickly, often just a few seconds.

    Dish is not nearly as good in either of those ares - if I Thor sneezes, signal gone and very often takes 3, 4, 5 minutes or longer to recover.

    Regardless, we have Dish now and prefer it for other reasons.

    HardToLove
    Jun 5, 2015. 01:01 PM | 3 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    "Being an economist in recovery"

    Betty Ford clinic? :-)

    From what I gather about the lack of aggreement among economists, they all might need to visit there.

    HardToLove
    Jun 3, 2015. 01:15 PM | 5 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator May 23, 2015 To ?? [View instapost]
    LT: Glad you had a positive response. Sorry for the feeding tube - must be uncomfortable.

    Anyway, stable tumors gives time for additional therapies I guess? Inproves the prognosis?

    HardToLove
    Jun 2, 2015. 04:30 PM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 1, 2015 To ??? [View instapost]
    LT: If they fix it the way Greece fixed theirs in the distant, and to a a lesser degree recent, past, the rate won't matter because no one will come to collect.

    As we have it now, last I heard we have a "Tax Freedom Day" somewhere in mid-to-late May, on average, for most folks when they've earned enough to cover their annual taxes. The rest of the year is, I guess, "gravy" that those who earned the money get to keep (most of?) the money.

    HardToLove
    Jun 1, 2015. 06:38 PM | 2 Likes Like |Link to Comment
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