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  • Why Carl Icahn's Battle With eBay Is A Sign To Buy Spindle Inc. [View article]
    I think he missed a lot of the point of the article. Ebay would be a great buy if they unlocked the true value of PayPal by spinning it off. Comparable valuation would say that is worth more than Ebay by itself. When that does not happen then true pure plays like Spindle are the way to play what will become the fastest growing mobile business going forward.
    Mar 23 09:20 AM | 1 Like Like |Link to Comment
  • Starbucks And Spindle: A Leg Up On Royalty Programs In Mobile Payments [View article]
    Look at a company like COUP which just went public and has a $2B valuation. They could fold Spindle right in for shares and it would be a great combination. Someone will scoop them up.
    Mar 18 07:32 PM | 1 Like Like |Link to Comment
  • Rare Earths, It's All About The Heavies [View article]
    It will be interesting to see how the US government supports the Canadian juniors. Thanks for taking the time to read and comment.
    Mar 16 12:32 PM | 1 Like Like |Link to Comment
  • Rare Earths, It's All About The Heavies [View article]
    Caught this the other day. While I am not saying this will ever happen if someone asked me what I thought the world could look like in just 10 years I would say anything is possible. In 2004 if someone had asked me that question I would have been way to conservative on electronic devices: cell phones, tablets, lap tops etc...

    Atomic car revisited: Thorium could power a vehicle for 100 years?

    By George Kennedy

    On Line: 15 March 2014 17:27
    In Print: Sunday 16 March 2014

    A car that could run for 100 years on one tank of fuel? It sounds like a far-fetched idea, but it is just what a company is apparently claiming possible with the use of an atomic fuel that was abandoned during the Nixon administration. We’re talking about the sounds-too-good-to-be-... substance called “Thorium.”

    Thorium is a naturally occurring radioactive element. It was discovered in 1828 by a Norwegian mineralogist and identified by a Swedish chemist, who then named it after the Norse god, Thor.

    According to this video from The Young Turks (which is informative, if a little low-rent at times), if put to use properly, would be low pressure and have lower chances of danger to the environment and humans than a uranium-based reactor.

    The thorium reactors can be much smaller too. Like a conventional reactor, the heat produced would create steam that would power a turbine:

    The report claims that small amount of the dense thorium could produce tremendous amounts of heat. A company called Laser Power Systems is attempting to employ this power source in a vehicle. The company claims that: “1 gram (f thorium) yields more energy than 7,396 gallons of gas.” By their math, 8 grams of the substance could power a thorium turbine car for a century. This is not the first time this fuel has been suggested for cars. The concept of an automobile use was brought up in the 2011 documentary “The Thorium Dream”:

    It has also been envisioned as a power source futuristic-looking designs like the Cadillac World Thorium Fuel Concept, shown here.

    Could this be a viable fuel for car? The testing in the 1960s found that the Thorium tetrafluoride used in a molten salt reactor was easier to process and quicker to stop a chain reaction, but light water reactors are far more common. In the LWR, thorium produces the same levels of toxic waste as our good ole’ uranium reactor. So there still may be a long way to go before we’re driving atomic cars.
    Mar 16 12:28 PM | 1 Like Like |Link to Comment
  • Don't Let The Cat Out Of The Bag! [View article]
    I certainly won't be complaining if they hit $50M. Hopefully year end reporting in the next few weeks will shed some light on what they think 2014 will bring in terms of revenues.
    Mar 15 04:11 PM | Likes Like |Link to Comment
  • Don't Let The Cat Out Of The Bag! [View article]

    When you buy another company there are two things you do. One is to find synergies between the two companies which typically are known well before closing a deal. The second is identifying parts that are either unprofitable or not a key piece of the business going forward. Until a deal is finalized and all facts are known it is not possible to estimate the final outcome. If the company can give solid guidance going forward it will end a lot of the discussion. My $10M is just speculation like your numbers. Always better not to count your chickens too early and positive surprises are better. If you invest assuming always the best case then my guess is you will be disappointed more often than not.

    Mar 15 02:25 PM | 1 Like Like |Link to Comment
  • Don't Let The Cat Out Of The Bag! [View article]

    Nice article. What I have learned over the years is using conservative estimates leads to much more upside in stock price than overly bullish expectations. While I love your revenue numbers at $20-40M for next year what you have to realize is if they go from $1M in revenue to $10M that is a huge increase for any company. Managing a 10X growth is difficult and many companies struggle. If they were well financed then this would be much less of an issue but hyper growth does require cash. Even if they only do $10M I think the market cap is much higher a year from now. Q1 report will be most interesting in 6-8 weeks.

    Mar 15 10:32 AM | Likes Like |Link to Comment
  • Public Venture Capital: Turning Micro-Caps Into Macro Wealth Builders [View article]
    Adaptive Media Announces Additions of Todd Miller and Kevin Yamano to Executive TeamThu March 6, 2014 6:45 AM|Marketwire | About: ADTM IRVINE, CA -- (Marketwired) -- 03/06/14 -- Multi-channel audience and content monetization company, Adaptive Medias, Inc. (OTCQB:ADTM), a leader in programmatic advertising across mobile, video and online display, announced today the appointments of Todd Miller, VP of Compliance and Quality, and Kevin Yamano, VP of Product Marketing.

    Miller joins Adaptive Media with more than 25 years of experience focused on compliance and network quality in Internet advertising. Prior to joining Adaptive Media, Miller served as Director of Network Quality for adMarketplace, VP of Compliance Operations for Online Intelligence, Director of Compliance Operations for Traffic Marketplace, and Director of Support Operations for Commission Junction. While at Traffic Marketplace, he worked with Adaptive Media CEO Qayed Shareef to build a brand-safe Display Network, which resulted in awards from independent organizations, such as Double Verify and AdSafe. Miller has also participated in drafting the IAB's Quality Assurance Guideline standards.

    Yamano joins Adaptive Media with more than a decade of experience in online advertising and digital media, with a focus on ad distribution and product marketing. His most recent venture was a long-term consultation project with Adconion Direct, where he designed and deployed five global product launches and produced numerous sales collateral and research documents. Previously, Yamano served as head of social product marketing for Epic Media Group, Director at Clearspring Technologies (now AddThis) where he managed the ad operations group and media planning group, and Director of Business Development at Dedicated Media.

    "By adding seasoned and talented individuals like Todd and Kevin to our team, we are continuing to position Adaptive Media as a leader in digital advertising by attracting the very best people, and by building trust and credibility with partners and clients across our industry," said Shareef. "I'm looking forward to their contributions and successes in the next few months and beyond, as we aggressively add to our compliance, sales and marketing efforts."
    Mar 6 08:02 AM | Likes Like |Link to Comment
  • Why Carl Icahn's Battle With eBay Is A Sign To Buy Spindle Inc. [View article]
    Mar 4 09:55 PM | Likes Like |Link to Comment
  • It May Be Hip To Be Square, But It Is Spindle That Could Fill Your Mobile Wallet [View article]
    Why reverse engineer when you can just buy it for 250m? That is if they offered today. Wait another 6 months and it could be more like 10x that.
    Feb 5 12:11 PM | 2 Likes Like |Link to Comment
  • It May Be Hip To Be Square, But It Is Spindle That Could Fill Your Mobile Wallet [View article]

    Authors do not have the ability to delete posts. Comments that are not backed with any info can be deleted by Seeking Alpha. They do try to allow balanced discussions. I have no issue with various opinions but please back it with at least some reason for the opinion.

    Jan 19 01:08 PM | 1 Like Like |Link to Comment
  • It May Be Hip To Be Square, But It Is Spindle That Could Fill Your Mobile Wallet [View article]

    Why didn't Google acquire Nest a year ago when they would have been much cheaper? Who knows maybe management knew if they put all these pieces together it would be worth a lot more? In the next few months they should start processing a lot of transactions. At that point valuation will be easier. If Square is worth $5B then Spindle will be worth ??? My guess much higher than $50M. Point is I will not be buying Square at $200/share and Spindle may be one avenue to participate in the mobile payment space. Come back in 6 months and see where they are at.

    Jan 19 01:02 PM | Likes Like |Link to Comment
  • It May Be Hip To Be Square, But It Is Spindle That Could Fill Your Mobile Wallet [View article]
    Square may have a valuation around $5B now but who knows what it will actually be when the IPO hits. I know that they are planning to have very few shares out there and my guess on the day of the launch they will rocket. Realistically they may end the day at 2-3X that valuation. At that point it will be easier to figure out what Spindle is worth. My guess it will be obvious how undervalued they are. Plus companies like Spindle are going to be swallowed up by the bigger players which we have already started to see.
    Jan 19 11:12 AM | 1 Like Like |Link to Comment
  • Spindle Acquires Yowza!! And Paves The Way For Advancing Mobile Commerce [View article]
    Two more buy outs in the mobile space. Both Square and LOCK buying up smaller companies. Its going to be all about buying the technology. I would guess today it would be between $150-250M to take them out. A year from now much higher.
    Dec 12 10:10 PM | Likes Like |Link to Comment
  • Why Facebook Should Acquire Mobile Payment Provider Spindle Inc. [View article]
    I doubt it. Spindle has a lot of very interesting IP also. It was mentioned in this article.
    Oct 12 10:29 AM | 1 Like Like |Link to Comment