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Josh Franklin

 
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  • Marina Biotech: A Forgotten And Grossly Undervalued Game Changer [View article]
    look at its competition being acquired RNA for 750mm, Moderna raising 800mm in one shot and Roche acquiring Santaris for 250mm. MRNA sits at a 40mm mkt cap - add 20mm cash at 1.20 per share you then have an approx. mkt cap of 105 million with 20 million in cash. it's half the mkt cap of santaris and 1/4 the RNA. Some think MRNA has better IP

    I thin 1.80-2.50 per share by March-May
    Jan 20, 2015. 07:28 PM | Likes Like |Link to Comment
  • Fidelity Owns The UC Sector: Could AudioCodes Be Next? [View article]
    AUDIOCODES IS READY TO HAVE A GREAT 2015/16. ONEbOX365 IS GOING TO FINALLY MAKE AUDC BEAT Q1 REVS AND EPS AND THE REST OF 2015.

    VOCANOM WILL CARRY THE UPSIDE IN Q3

    NEW MOBILE PLATFORM BEING WORKED - SHIT HAPPENS!!!

    LYNC AND BSFT ARE GOING GANGBUSTERS. NEW PARTNERS COULD BE ON THEIR WAY TOO.

    BUY BACK VERY ACTIVE

    IMO, NO MORE MISSING EPS - MEETS AND BEATS GOING FORWARD

    BIG FUNDS FINALLY CIRCLING TOO.

    SORRY FOR THE POOR PERFORMANCE ON AUDC SINCE MARCH14 BUT THESIS IS VERY MUCH ALIVE AND WERE TALKING .28-.32 CTS IN EPS VS .20-.24

    CASHFLOW MIGHT BE STRONG IN Q4 TOO
    Jan 20, 2015. 12:25 PM | Likes Like |Link to Comment
  • MoSys: Rome Wasn't Built In A Day [View article]
    Yes! it takes time to become revolutionary - one day Len will make it happen
    Jan 6, 2015. 10:25 AM | Likes Like |Link to Comment
  • AudioCodes: Cloudy With A Chance For Profit [View article]
    Vocanom is going nice to EPS starting in q2/q3 - the company is very excited about it.
    Dec 26, 2014. 06:15 PM | Likes Like |Link to Comment
  • Interest Rates Are Coming: My Top REIT Picks For 2015 [View article]
    I ask you to dig into CNTF for an aggressive DEEP value Chinese real estate REIT that will unfold in 2015. 260mm in cash, 80 mill in brand new developed real estate 23 bldgs. that are in high trafficked areas for only 58 million dollars. You get its handset business too that is expected to turn up in q1 15. Great unfounded REIT that 2 US hedge funds have uncovered the past 2 qtrs.

    Speculative but big upside if it plays out with little downside.
    Dec 26, 2014. 03:35 PM | 1 Like Like |Link to Comment
  • AudioCodes: Cloudy With A Chance For Profit [View article]
    Audicodes is not even in the 3rd inning with Lync and what MSFT has planned to do with Lync. That's just one growth driver for AUDC, Vocanom is the sexiest growth driver and you'll see why Intel, Teva, Sodastream, Comverse amongst other major players in Israel has choosen it to be its upcoming personal assistant for its employees.

    Keep adding and you'll be rich at 15-25 or takeover if it happens
    Dec 26, 2014. 02:29 PM | 2 Likes Like |Link to Comment
  • AudioCodes: Cloudy With A Chance For Profit [View article]
    Stan,
    I know your frustration - trust me. I'm not just throwing positive vibes out there. A few solid things are brewing at AUDC - buy more here if you can and you'll be enjoying summer with extra $$$
    Dec 23, 2014. 07:14 PM | Likes Like |Link to Comment
  • AudioCodes: Cloudy With A Chance For Profit [View article]
    Good work - the best is to come starting in January - 2015 is going to be a strong year - much stronger than the past 3 years.
    Dec 23, 2014. 05:06 PM | 5 Likes Like |Link to Comment
  • Dicerna Gains 207% In Market Debut, Best Biotech First-Day Pop Since 2000 [View article]
    MRNA – Could be the next DRNA
    http://seekingalpha.co...
    Nov 25, 2014. 02:19 PM | Likes Like |Link to Comment
  • Alnylam Pharmaceuticals Staying Ridiculously Busy [View article]
    MRNA – Could be the next ALNY
    http://seekingalpha.co...
    Nov 25, 2014. 02:13 PM | Likes Like |Link to Comment
  • Prosensa: Back Into The Limelight [View article]
    MRNA – Could be the next RNA
    http://seekingalpha.co...
    Nov 25, 2014. 02:11 PM | Likes Like |Link to Comment
  • Regulus To See Further Declines [View article]
    MRNA - http://seekingalpha.co...
    Nov 25, 2014. 02:10 PM | Likes Like |Link to Comment
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    MRNA – Could be the next ISIS
    http://seekingalpha.co...
    Nov 25, 2014. 02:02 PM | Likes Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    MRNA – Could be the next TKMR
    http://seekingalpha.co...
    Nov 25, 2014. 02:00 PM | Likes Like |Link to Comment
  • Detailed Analysis Of Sarepta's Ebola Virus Cocktail: Full Phase I Clinical Trial Analysis For Non-Scientists [View article]
    MRNA – Could be the next SRPT
    http://seekingalpha.co...
    Nov 25, 2014. 01:59 PM | Likes Like |Link to Comment
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