Titan Presents Compelling Opportunity Ahead Of PDAC Vote [View article]
Another excellent article Natty. The warrant seller using NITE should be just about finished taking pre-approval profits. Without him in the way, the stock would already be at $2.50, but probably much higher, as there's been plenty of buying to soak up the warrant seller's shares. Like the other person above, I see higher than $2.50 after Adcom, closer to $3.00 as we've discussed in the notoriously famous "stock talk live" room in Paltalk, featuring fast money traders like JoT, Uncle, Pmony, Stevo, FT, Mo, T-R1, Dennyman and several others who make large bank deposits daily due to enormous trading profits.
Xinyuan Real Estate's Fair Value Is Probably Over $15 Per Share [View article]
XIN started seeing a higher valuation after releasing info last year about increasing assets in New York, but what mattered was ASSETS IN THE USA, something that ALL Chinese companies should look at doing, even if it means just opening up a bank account in the USA.
A Chinese company that trades for a P/E of less than 1 and is booming is VLOV and VLOV just opened a store in New York, thus having assets in the USA, a very important step in insuring investors they at least have something to go after if litigation ever becomes necessary. VLOV's float ? 1.3 million shares .... and .... VLOV is attempting to become the first Chinese company to uplist to a senior exchange in ages and they've agreed to allowing (new requirement for uplisting) the PCAOB to verify ALL of their clients.
Stay A Long Way Away From Longwei Petroleum [View article]
If I were Mike Toups (CFO), I would stay in China to avoid criminal prosecution in the USA. The company is a total fraud and many lemmings bought into the story.
Investing In OTC Stocks: Take No Shortcuts [View article]
What's interesting about the negative comments on MIMV's IHUB thread is that they come from the moderator of the message board, 236T568, most times referred to simply as "236." This deranged nut even makes very derogatory posts aimed at individuals, lets the post stand for a few minutes and then quickly deletes the post before it becomes permanent. "Psycho" doesn't begin to describe this misfit who makes one false and misleading accusation after another. I've spoken to the company's management about this outcast in life and I like their response. They could care less about what this nut posts, as they're more than confident in their technology and are only concerned in making deals. While that's really the best thing management could say, I sometimes wish they would send a subpoena to IHUB to get this nut's personal information and then sue this person into oblivion while also obtaining a cease and desist. While it won't be MIMV, some company will soon clean 236's clock once and for all.
Why China Auto Logistics Will Rise To New Highs This Month [View article]
CALI was frontloaded on both Thursday & Friday and it's simply another low float momo play. Actually here at $4.00, it's way overvalued in comparison to most other Chinese RTO's. Thanks, but no thanks.
J.C. Penney Transformation Shaping Up To Be A Success? [View article]
Amazing that not a single person in the entire media has even mentioned Valentine's traffic that was equal to last year. I've done checks at two separate JCP's and to me, the stores look much much better and I even bought a couple of things when that wasn't my intention. Turnaround ? I think so.
Xinyuan Real Estate Corporation Could Be The Next 5 To 10 Bagger [View article]
You think XIN's P/E of 2.64 is cheap ? DEYU's valuation is 1/5th of XIN's and growing much faster. In personally visiting all of DEYU's facilities in China, it was interesting to be in just one room alone that contained equipment worth more than the company's current market cap. Just crazy. Legit company ? Absolutely.
Greg, loved your article, but you just skipped right on by the next Vringo .... WDDD. You think this week's volume came from a bunch of small-time IHUB players ? No way. Get ready for blast-off IMO. You need to read this ...
J.C. Penney: The Sick Man Of Retail [View article]
And .... no one's even mentioning that Feb. Valentine's traffic was equal to last year, certainly a significant improvement from what was just reported for Q4.
J.C. Penney: The Sick Man Of Retail [View article]
I checked out two JCP stores in the last two weeks and both look remarkably better. I like the new layout and I'm definitely taking the contrarian view here, as I believe there WILL be a successful turnaround. Sure, Q4 was beyond a disaster, but if you're shorting here, I think you're just selling to old shorts who are covering.
WDDD - A Conversation With CEO Thomas Kidrin [View instapost]
You guys think WDDD will be big ? Yes, of course you know I think the answer is yes, but I'm telling you guys .... MIMV will be an absolute monster with multiple bags for early investors. I did my homework on WDDD and I've done even more on MIMV.
I realized I left out a couple of questions that are very significant and something that I haven't even seen discussed yet. Just an oversight, but nonetheless very meaningful.
Question: What will your company do with the cash proceeds from any settlement or jury verdict from the Activision Blizzard case ?
TK: There's nothing set in stone just yet, but as with all successful companies, returning cash to shareholders is why people invest in stocks in the first place, thus we hope to have a one-time special dividend and the percentage will depend on the amount of cash received. Obviously the larger amount we receive, the greater the cash dividend would be.
Question: So for example you're saying something like a 15% dividend for $100 million, 25% for $150 million, 35% for $200 million and 50% for $500 million, etc. etc. ?
TK: Yes, an increasing special dividend for larger cash amounts, but also dependent on discussions and guidance from large shareholders, bankers, etc. Obviously large shareholders are going to want as much money returned as possible.
Question: How much are you suing Activision Blizzard for ?
TK: Susman Godfrey hasn't yet completed the damage report as part of the current litigation. Obviously we believe that MMOG gamers would have never made the enormous profits they did and continue to make without implementing methods and techniques covered by our patented technology.
Question: So if I were to say $2 billion, would that be in the ballpark ?
TK: Based upon the MMOG market size of well over $12 billion, that would not be a disproportionate assumption. Keep in mind that we also have $40 million in NOL's to carry forward.
Brief Conclusion:
People need to realize (for example) that if $250 million was returned to shareholders on an award or settlement of $500 million (50%), that's $3.00 a share alone as a special dividend. Any such award is up in the air, but I think you get the picture going forward. Anyone seriously dumb enough to short the stock down here apparently has no problem getting run over by a train. I'm not even sure why there's so much hoopla about a .35 stock price, as current valuation (as of today) belongs no lower than $1.00 IMO and with a favorable Markman ruling, I would expect a much much greater valuation. Susman Godfrey didn't spend 9 months of DD executed by their team of experts before they took the case just for the fun of it. They feel like there's big money to be paid out here and in future cases against MMOG players. Also, anyone look at PRKR and where their stock is now after last Thursday's favorable Markman ruling ? Their market cap is $316 million versus WDDD's current $28 million here at .35 (11 times larger) and both have the exact same number of outstanding shares, 82 million. WDDD has all the money they need in their pocket now to operate for no less than the next 12 months and there will be no need to worry about stock being sold by the company.
Falling knife or not, this is how I make my money on these special situations. PAY now has a forward P/E less than 10 and while people always claim the end of the world on situations like this (think GMCR), this is where I ALWAYS step in during the extreme pessimism and take everyone's money. Rebound to $25 ? Easy, especially with back half of the year acceleration. Like taking candy from a baby.
WDDD - A Conversation With CEO Thomas Kidrin [View instapost]
No one knows for sure about related parties associated with Vringo making contact with WDDD, but I think there's plenty of substance behind the chatter. Wouldn't surprise me at all to see Vringo make an offer to WDDD after the Markman hearing ... or even before. It's right in their wheelhouse. There's a recent short-seller in WDDD IMO that may be biting off more than he can chew, thus I suspect a bear raid is in the cards at some point and that will be a great sign the stock is going much higher.
Titan Presents Compelling Opportunity Ahead Of PDAC Vote [View article]
Xinyuan Real Estate's Fair Value Is Probably Over $15 Per Share [View article]
A Chinese company that trades for a P/E of less than 1 and is booming is VLOV and VLOV just opened a store in New York, thus having assets in the USA, a very important step in insuring investors they at least have something to go after if litigation ever becomes necessary. VLOV's float ? 1.3 million shares .... and .... VLOV is attempting to become the first Chinese company to uplist to a senior exchange in ages and they've agreed to allowing (new requirement for uplisting) the PCAOB to verify ALL of their clients.
Stay A Long Way Away From Longwei Petroleum [View article]
Investing In OTC Stocks: Take No Shortcuts [View article]
Why China Auto Logistics Will Rise To New Highs This Month [View article]
J.C. Penney Transformation Shaping Up To Be A Success? [View article]
Xinyuan Real Estate Corporation Could Be The Next 5 To 10 Bagger [View article]
How They Found The Next Vringo [View article]
http://seekingalpha.co...
J.C. Penney: The Sick Man Of Retail [View article]
J.C. Penney: The Sick Man Of Retail [View article]
WDDD - A Conversation With CEO Thomas Kidrin [View instapost]
WDDD - A Conversation With CEO Thomas Kidrin [View instapost]
______________________...
In my interview of the CEO last weekend for my SA blog ....
http://seekingalpha.co...
I realized I left out a couple of questions that are very significant and something that I haven't even seen discussed yet. Just an oversight, but nonetheless very meaningful.
Question: What will your company do with the cash proceeds from any settlement or jury verdict from the Activision Blizzard case ?
TK: There's nothing set in stone just yet, but as with all successful companies, returning cash to shareholders is why people invest in stocks in the first place, thus we hope to have a one-time special dividend and the percentage will depend on the amount of cash received. Obviously the larger amount we receive, the greater the cash dividend would be.
Question: So for example you're saying something like a 15% dividend for $100 million, 25% for $150 million, 35% for $200 million and 50% for $500 million, etc. etc. ?
TK: Yes, an increasing special dividend for larger cash amounts, but also dependent on discussions and guidance from large shareholders, bankers, etc. Obviously large shareholders are going to want as much money returned as possible.
Question: How much are you suing Activision Blizzard for ?
TK: Susman Godfrey hasn't yet completed the damage report as part of the current litigation. Obviously we believe that MMOG gamers would have never made the enormous profits they did and continue to make without implementing methods and techniques covered by our patented technology.
Question: So if I were to say $2 billion, would that be in the ballpark ?
TK: Based upon the MMOG market size of well over $12 billion, that would not be a disproportionate assumption. Keep in mind that we also have $40 million in NOL's to carry forward.
Brief Conclusion:
People need to realize (for example) that if $250 million was returned to shareholders on an award or settlement of $500 million (50%), that's $3.00 a share alone as a special dividend. Any such award is up in the air, but I think you get the picture going forward. Anyone seriously dumb enough to short the stock down here apparently has no problem getting run over by a train. I'm not even sure why there's so much hoopla about a .35 stock price, as current valuation (as of today) belongs no lower than $1.00 IMO and with a favorable Markman ruling, I would expect a much much greater valuation. Susman Godfrey didn't spend 9 months of DD executed by their team of experts before they took the case just for the fun of it. They feel like there's big money to be paid out here and in future cases against MMOG players. Also, anyone look at PRKR and where their stock is now after last Thursday's favorable Markman ruling ? Their market cap is $316 million versus WDDD's current $28 million here at .35 (11 times larger) and both have the exact same number of outstanding shares, 82 million. WDDD has all the money they need in their pocket now to operate for no less than the next 12 months and there will be no need to worry about stock being sold by the company.
VeriFone Now A Falling Knife [View article]
Vringo: Court May Have Telegraphed Decision Worth 40% Of This Stock's Market Cap [View article]
http://seekingalpha.co...
WDDD - A Conversation With CEO Thomas Kidrin [View instapost]