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Meinolf Heptner

 
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  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    Can you tell me the name of the Chinese copy/effective-knock-off of AAPL? Or CREE? Or QCOM? Or...
    Nov 5, 2014. 04:10 PM | 2 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    now there is another filing, this time an 8-A12B (http://bit.ly/1ypTdzy)

    this specifies tomorrow as "expected" day for trading
    Oct 23, 2014. 11:57 AM | 3 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    ...there is a new amended S-1/A filing at the SEC; I am not familiar with the nuances but to me it seems that the IPO has NOT been approved yet (from page 4):

    "NEITHER THE SECURITIES AND EXCHANGE COMMISSION NOR ANY STATE SECURITIES COMMISSION HAS APPROVED OR DISAPPROVED OF THESE SECURITIES OR PASSED UPON THE ADEQUACY OR ACCURACY OF THIS PROSPECTUS. ANY REPRESENTATION TO THE CONTRARY IS A CRIMINAL OFFENSE."
    Oct 22, 2014. 02:33 PM | 2 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    a Prospectus exists; tat is the last filing from Oct 6th
    Oct 20, 2014. 07:14 AM | 3 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    so you still think the IPO is actually going to happen...

    within 2014?
    Oct 17, 2014. 06:49 PM | 2 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    still no IPO to be seen...
    Oct 17, 2014. 06:24 PM | 2 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    as of now, the newest SEC-filing is from Oct 6th -another amendment of the prospectus

    however, the share price has shown some signs of life beginning from the 9th; maybe some "preparation"?
    Oct 14, 2014. 05:27 AM | 1 Like Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    "next Wednesday" has passed and I haven't found anything about the IPO...
    Oct 14, 2014. 05:09 AM | 4 Likes Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    another capital raise at Alphaform: http://bit.ly/1rWNsac
    Oct 8, 2014. 10:18 AM | Likes Like |Link to Comment
  • Nutreco Offers Investors 70% Return By 2017 [View article]
    you should have proofread a bit more thorough: couple of times you say Umicore instead of Nutreco

    but I also like the business...
    Sep 4, 2014. 07:00 AM | 1 Like Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    not sure about where to put this:

    today SLM Solutions http://bit.ly/1s9HwIH IPOed in Germany.

    I consider that one much more to be a 3D-stock than Alphaform...
    May 9, 2014. 07:59 AM | Likes Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    Current News: http://bit.ly/1my6ClX

    Mr. Vetter has been shown the door. Net Loss for 2013 is 6,2 MEUR. In the future everything is going to be better...
    Mar 28, 2014. 07:59 AM | 1 Like Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    Sorry, but I am not aware of any one of them being public.

    I posted the list to illustrate my point that just putting the label "4D" on a company is not enough to make it a worthwhile investment.

    What one can do, is to check out the financials of some of the german companies because they are obliged by law to publish their numbers.

    I just did this for FKM Sintertechnik (http://bit.ly/1mEjgNS) -incidentally founded at a similar time as Alphaform, in 1994- and they seem to make about 1.5 MEUR on a balance sheet volume of 9 MEUR. THAT is profitable.
    Feb 27, 2014. 01:56 AM | 1 Like Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    Something about the competitive situation in Germany: http://bit.ly/1po43mp

    you see how crowded the space already is...
    Feb 25, 2014. 07:06 AM | Likes Like |Link to Comment
  • Alphaform AG: Buyer Beware, 3-D Hype Can Be Dangerous [View article]
    Dear Mr. Anderson,

    we do agree on the fact that one institutional investor is said to be investing at EUR 3.40; I look forward to their 3%-filing, to find out who they are.

    Maybe it is the research house that brought out the note on Feb7th, maybe someone else.

    
    On a side note:
    I visited the LabDay in Chicago last week and scouted over the almost ubiquitous 3D-vendors exhibiting there. On the OEM-side 3D, Stratasys, EOS and a few others were present, as well some service providers one of which was ARGEN. Alphaform was not there.
    Feb 24, 2014. 07:31 AM | Likes Like |Link to Comment
COMMENTS STATS
19 Comments
29 Likes