Ian Cassel

Avantair Leads a Paradigm Shift

I had a great talk with the CEO yesterday. The company has increased market share from 4.5% (6/30/08) to 11% (6/30/2009) in the program/fractional market. I still say that it would take $200m in cash and 5 years to duplicate what AAIR has done. With their quarterly due out Monday (Nov 16th) I expect to see continued improvement. If they aren't at break even they will most likely be very close.

DRI Corporation Goes for Gold in Rio

DRI Corporation Announces Record High Order for Mobitec® Products in India Transit Market

* Order Valued at Approximately $5.0 Million USD
* Product Delivery Commencement Slated for Fourth Quarter 2009
* Fiscal Year 2009 Combined India Orders Now in Excess of $15.0 Million USD

Another solid win for TBUS. Sticking by my 2-4x on your money in two years.

IC

DRI Corporation Goes for Gold in Rio

DRI Corporation Announces Order for Mobitec® Products in Singapore Transit Market

finance.yahoo.com/news...

I nice geographic win for TBUS. Stock is probably a 2-4x from here in two years. Solid company and prospects.

IC

Electronic Game Card Enters the Chinese Lottery Market

The name change/symbol change will likely take place around year end (Q4 09/Q1 10'). At that time they will likely address Nasdaq given where the stock price is at at that time ie: do a small reverse or maybe don't need to

IC

Electronic Game Card Enters the Chinese Lottery Market

Yes, China and now Poken are the two 8000 pound gorillas in the future that will have this thing trading at 30x+ EPS. Do these deals add 5-10-20-30c EPS in 2010? No one knows. China Lotsynergy is the only guy on the block that has access to the China Welfare Lottery. China LotSynergy says this deal will have a material impact on the welfare lottery. What is a material impact on 7.5 billion cards??? EGMI's gross margin will be 15 cents a card. What if EGMI gets 1-2-5-10% penetration. What does that do the bottom line? It is huge. My guess is this continues to slide its way northward over the next 6 months and when the street gets any real conviction that china or poken get any penetration it's off to the races most likely to high single digits.

IC

ZAGG: Poised for Big Returns in 2010

Thgmath:

Just remember no one knows what ZaggBox even is. No one said it has anything to do with xbox or a gaming console. All I know is what Robert has said publicly, that ZaggBox was created by an entity that put $30m in R&D into it. I believe the company has to debut it at the istage finalist convention next week, so maybe something will leak by then.

Appspace.com: Again, where are you coming to the conclusion that appspace.com is failing? When the company debut the website a few months back it was 10% complete, so how is anyone going to draw a conclusion from that. I know they are still working on it and it will come out when they are ready. Besides, people are valuing it at zero right now anyway. I for on think it will turn out to be very big, how big time will tell.

I love how people complain about HZO or Appspace.com or ZAGGaudio for that matter saying the company is getting into too many things. These are also the same naysayers that said ZAGG is a one trick poney. I find this hilarious. People can bash all you want, but the company is growing revenue/EPS 100% year over year for a few years now and the law of big numbers has yet to catch up with them. Please keep doubting them.

IC

ZAGG: Poised for Big Returns in 2010

Wow, lol if you're going to pick a point to argue on you picked the worst one. I really don't think they are having problems selling their products as their revenue has doubled the last 4 years and will likely double again in 2010. It's a multi multi Billion $$ market so please bring on the competition. BBY, RSH, MediaMart, and Carphone Warehouse increasing SKU's shows its selling like hot cakes. ZAGG has their own dedicated wall space in BBY and only other company to have that is Apple. Expected entry into wireless stores by year end. New products coming onstream over the next few months.

Five Reasons Apple’s iPhone Will Succeed in China

And what is good for the iPhone is good for ZAGG with the #1 selling accessory for the iPhone, Invisible Shield.

seekingalpha.com/artic...

ZAGG: Poised for Big Returns in 2010

John: Yes, the company has many catalysts coming down the pike and with that short position, it should get interesting. I'm most interested in ZAGGSkins launch, getting into Wireless Stores, ZAGGbox, and HZO. Waterproofing gadgets is something everyone gets excited about, but can the company really scale the vacuum polymer process for OEM's, and get the pricing point down to a marketable level. I think they can or else VSpring Capital and ZAGG wouldn't have bothered investing. Interesting times ahead.

IC

Timberline Resources (TLR)

I had a good chat with John Swallow this morning from Timberline. They believe they will get the permit to start construction on Butte Highlands in the next couple weeks. The project is a 50/50 JV with Small Mines Development (SMD), and TLR has a complete carry to production. Production still on schedule for Fall 2010. I don't see how the stock isn't a buck higher a year from now and maybe more if they bring in another project. The risk is boredom waiting for the first gold pour. I haven't bought any yet but am watching closely.

Disclosure: NO Position and NO Affiliation.

Cha-Ching: Microsoft Pays Users to Search with Bing

It is a brilliant move. I will def be trying it out which is all i need to know to know that others will be too.

EDGAR Online: More than Just a 'Financial iPod'

Miles: Great writeup first of all. What are your thoughts on XBRL revenue increases vs subscription losses. It seems the company will be plagued by this through year end at least ie subscription losses drowning out XBRL successes. I wonder when the inflection point will be when the tide reverses ?

A very interesting company. I've been watching it for some time. I'm also waiting to see what terms they get for the obvious financing they will need.

Jobs Report: Waiting for Further Confirmation of Recession's End

Schweizer: Also called the dead cat bounce for unemployment, jobs, and autos. Most forget we need to have 100,000 jobs created a month just to keep the unemployment rate steady all else being equal ie participation. The govt can try to prop up the econ short term but the "W" is all but obvious at this point. Just a matter of when.

Peter Schiff vs. the Fed

I had dinner with Peter Schiff 3.5 years ago in Florida. A very interesting guy who I don't agree completely with, but I always respect guys that preach the same story before fame as after fame.

5 Reasons Silver ETFs Will Remain in the Spotlight

I also own some silver coins. If you really want to meet interesting people, talk to the silver-bug crowd. Some of the most flamboyant, off the wall people you will ever meet. They will only be happy when silver is $500/oz which means we would likely be back to a barter society.