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Isaac Silbermann

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  • Why Solazyme Believes Algae Milk Is The Next Big Thing [View article]
    Soylent Green is made of people....

    Interesting article Kevin, wonder how easy it will to get beyond the initial yuck factor. It's one thing for almond milk to corner the alternative milks market, it comes from something many people already like eating. Algae milk is something else entirely. They'll need a slick marketing campaign for something like this to catch on.
    Mar 11 11:44 AM | 2 Likes Like |Link to Comment
  • Sunshine Heart: Potential '10 To 100 Bagger' Revisited - Part IV [View article]
    Robert, it is an absurd hypothesis that SSH could ever have a market capitalization of $100B off this single device. That would make it largest dedicated medical device company in the world, larger that Boston Scientific, St. Jude and Medtronic combined.

    Hyperbole like this smacks of stock promotion, which is unfortunate and a little disheartening to see in this case because SSH does seem to have some good potential to be a $1 billion company. That kind of return from current levels should be enough for anyone.

    SSH is dealing with late stage HF patients, not just HF patients, you should look at the penetration rates of that particular subsegment to project out SSH's actual potential. SSH is well financed, an experienced team and what seems to be a solid device. I like the direction of their R&D as well, never standing still is the mark of a good company.
    Feb 27 12:51 PM | Likes Like |Link to Comment
  • Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
    I shorted this stock at over $4 and covered for less than $1.50. Not sure what planet you are from but here on Earth that is called calling it right... FYI, I am no longer short, covered in September 2013.
    Feb 13 11:38 PM | 1 Like Like |Link to Comment
  • Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
    You're kidding right? Did you read the article? The shell shares should be free-trading, representing millions of dollars worth of shares which were basically printed.

    Furthermore, are you really so naive to think that there is no way to distribute restricted stock? If yes, I suggest you read this: http://bit.ly/XwnxUc

    Then do a google search for "illegal sale of restricted stock" or "unlawful sale of restricted stock".
    Jan 22 12:08 PM | 2 Likes Like |Link to Comment
  • Pershing Gold - Recent Insider Transactions Could Be A Bullish Sign [View article]
    Devon, I like reading your work on Canadian oil industry names and own PBN long.

    This is an interesting article about an enigma of a company. Despite the ownership from some big fish, Pershing is an RTO, it has a lot of low cost shares out over the years and I have seen it promoted on paid tout sheets advertised through Yahoo Finance. This is usually enough to get me to short the company, but because of the things you meantioned I've never decided to commit to PGLC as a short.

    That said, I'd suggest doing a lot more homework into things like past corporate transactions, players in the RTO, etc. before you do anything more than dip your toe in this one.
    Jan 11 02:20 AM | Likes Like |Link to Comment
  • Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
    Some people actually own this stock. Firstly I would like to warn them about it; I don't like to see students and retirees losing money while stock promoters and crooks get rich. Without exposure, scams fleece more people for more money over a longer period of time.

    As far as the borrow goes it is also not impossible to get borrow on it and should become easier over time. Such is the nature of pump and dumps, as more volume gets pushed out then the borrow will loosen up on its own as more suckers hold the overvalued paper.
    Jan 10 10:28 AM | Likes Like |Link to Comment
  • Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
    Every single APS pick is a fundamental zero but they are smart with how they set up their pumps and have lots of past profits to wash-trade the stocks with.
    Jan 9 03:27 AM | Likes Like |Link to Comment
  • Xhibit Corp: Management's Shady Ties, Millions Of Shares Issued For Pennies And Absurd Valuation Suggest At Least 80% Downside For This $290M 'Cloud' Stock [View article]
    My understanding is that those 13 million are reserved for issuance under the stock-based compensation plan, but the majority would not have yet been issued.
    Jan 8 07:53 PM | Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Epic smackdown Geoteam!
    Jan 3 11:57 AM | 4 Likes Like |Link to Comment
  • Cellceutix: Are 2 Guys Worth $200 Million? [View article]
    Good article Ben. I love the haters comments against your work, totally classic. Well the stock is down over 33% today, so maybe 2 guys aren't worth it!

    Look forward to your future articles. IMSC is a total gimme for shorts as well! :)
    Dec 28 01:15 PM | Likes Like |Link to Comment
  • ParkerVision Unlikely To Be Bought [View article]
    You are right, no one will purchase Parkervision. This is because its patents are worthless. PRKR is just a nice little vehicle for Jeff Parker and management to extract tens of millions in compensation while spinning a nice little pie-in-the-sky story for investors. One of the biggest scams in the market today.
    Dec 20 10:11 AM | Likes Like |Link to Comment
  • Great Northern Iron Ore: How To Trade Dimes For Nickels [View article]
    Neil, I have accounted for that $8-9 that you refer to as the "Final Distribution", it is in the valuation model and the article speaks at length about this in the article under the heading "Misconception #2: Shareholders Will Receive Anything Beyond the Final Distribution for the Trust's Current Royalty or Land Rights".
    Dec 18 11:43 AM | Likes Like |Link to Comment
  • Acquity Group's Weak IPO No Longer A Mystery [View article]
    Fantastic article as usual Geoteam.
    Dec 7 02:28 PM | Likes Like |Link to Comment
  • Hi-Tech Pharmacal Set To Drop By 60% On Earnings And Fraud Investigations [View article]
    Very nice article Rick, particularly in terms of your expose of management's corrupt self-dealing with shareholder cash. Definitely some very dicey transactions going on here that should cause shareholders to squirm.

    Results reported today significantly better than your projections. Sales of Fluticazone were down only ~6.5% and on a QoQ basis the company seems to be holding its ground with revenue increasing about 10%. Although margins are deteriorating YoY, the EPS came in at $0.66 vs. your projection of ~$0.30-0.35. I'm interested to hear your take on all of this because fundamentally the short thesis still seems quite interesting...
    Dec 6 11:56 AM | Likes Like |Link to Comment
  • Annie's: Overstuffed And Ready To Drop [View article]
    Nice Article Infitialis. Yes, this stock is in a huge bubble. I am also short.

    I do think that consumers that are concerned with organic would probably look beyond the standard nutritional information and be more concerned with things like antibiotics in their cheese, etc. That said, something is disclosed as a risk in Annie's IPO prospectus is that they use bisphenol-A in their packaging! Hardly becoming of a company with this kind of positioning...
    Nov 9 11:50 AM | 1 Like Like |Link to Comment
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