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Matthew Smith  

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  • 5 Commodity Stocks Moving On News [View article]
    In this market it is probably a sit tight moment. The funds are most likely better utilized elsewhere unfortunately...
    Apr 11, 2013. 11:14 PM | Likes Like |Link to Comment
  • 6 Commodity Stocks Moving On News [View article]
    Look I get it, I have been over the numbers for years and the story has always been that the cash was there. Just saying that until this cash is in hand, and there are no production issues with start-up, be wary...it seems there are always issues with start-up. Not a single name comes to mind without any start-up issues in the uranium industry over the last few years.
    Apr 11, 2013. 11:11 PM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    The accountants will take care of it if it is a problem, but a lot of it has to do with the XM acquisition and I would bet the other is due to their license from the US government...they are a monopoly now....basically I am guessing that most has to do with acquisitions and then some for brands. Honestly have not gotten that involved with the goodwill & intangibles on their balance sheet because only use it as a trading vehicle and not an investment.
    Apr 5, 2013. 08:58 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Thanks guys! But I cannot take all the credit there (or maybe any of the credit except for the repost) as it was someone else who posted it elsewhere. Cannot remember where I saw the original but wish I could give credit where it is due because that is certainly meaningful.
    Apr 5, 2013. 08:55 AM | 2 Likes Like |Link to Comment
  • 6 Commodity Stocks Moving On News [View article]
    I think you are missing the issue with financing. I recognize there is a planned timeline to receive certain funds that the company is counting on in order not to have to dilute...but we have seen the need for secondaries before here. It looks awfully tight to us with all of the demands on cash that they are facing in the next few months, and if that refund does not come in, they may be forced to scramble. That is the main worry and one must always remember the pitfalls to the junior space with liquidity concerns, especially during uneasy financial flare ups in the market (Cyprus). I am bullish, just not at these prices right now.

    Why they paid cash for Pathfinder is beyond me, but that was the call.
    Apr 2, 2013. 09:03 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yes long-term, but in the short to mid-term it seems prudent to be a bit cautious here. Let the chips ride of course, but new capital needs to be added at attractive entry points.
    Mar 28, 2013. 08:53 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    It certainly could use some fixing. That's for sure TFCAB.
    Mar 27, 2013. 09:01 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Wrote about it today...not sure when that gets published, but make the argument that protecting the gains from our initial entry point not at all a bad thing...value to a buyer here though...but not a sure thing.
    Mar 27, 2013. 09:00 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    GPOR looked very nice. See today's commodity article when it gets published!
    Mar 27, 2013. 08:59 AM | Likes Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Yours: http://bit.ly/Y4CgN4

    Mine: http://bit.ly/ZUCrWc

    I have the total government spending with local, state and federal. Yours would be just federal. So maybe the source for that chart was grabbing data from all levels and I should not have used federal at all, but all levels.
    Mar 20, 2013. 06:29 PM | 1 Like Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    Actually I think we are both right in this situation and it depends on the wording and stats used! Go figure. You are correct in Total spending as a percentage of GDP and I would be correct in Federal government spending as a percentage of GDP. Checked a few sources and they have different charts for the two...statisticians remind me of those two handed economists but with a multiplier on them.
    Mar 20, 2013. 06:25 PM | 1 Like Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    yes. quite impressive!
    Mar 20, 2013. 08:43 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Loved it at $10/share. There will probably be a pullback after the news, but maybe buy 20% of what you want total on a small pullback and wait for a larger one in the months ahead. Remember they are more in the dry nat gas window and the eastern side of the Utica. With these results they reported though, I think the $14-15/share range is attractive and anything in the $13-14 range is a buy. Assuming of course dry nat gas is stable and not falling or crashing due to their Marcellus exposure.
    Mar 20, 2013. 07:57 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Hmmmm, guess you missed the other articles.
    Mar 19, 2013. 07:32 AM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Well we know the lowest it can go is $0...so somewhere between here and there! :)
    Mar 15, 2013. 06:07 AM | Likes Like |Link to Comment
COMMENTS STATS
830 Comments
254 Likes