Seeking Alpha
  • Papa of Four
    $ADTM 10K http://1.usa.gov/1eEpNmk in with my estimates.
    4/14/14
    Reply (10)
    • KonaCap: Any further thoughts PoF? I feel as though the Q1 is a key report, the 10K still has too much legacy to sort through. Agree/disagree?
      4/14/14
    • Papa of Four: they were 14K over my conservative est. for Q4. Outstanding still under my 150mill est, 600K booked to receivables YE2013. Q1 should be good
      4/14/14
    • Papa of Four: Legacy Gemini Debt interest +400K in Q4. Non-existent in Q1. May book positive EPS in Q1 at least that is my gut feeling.
      4/14/14
    • KonaCap: Thanks PoF, looks like a non event in the market, very little reaction. Suppose everyone is waiting for Q1 and a 'cleaner' report.
      4/14/14
    • Tom Shaughnessy: Awesome analysis PoF
      4/14/14
    • Papa of Four: I dont think there are enough people paying attention yet. Most holders bought at lower price. 0.14 resist I outlined in my first article.
      4/14/14
    • Noreika: Thought we'd see some green. Gonna continue to hold. Nice work PoF on your follow ups.
      4/14/14
    • Papa of Four: I still think you might see 0.12 over the next couple of days. From a technical stand point that would form a nice cup handle formation.GLTA
      4/14/14
    • org49ero: More than likely 1.50-2.00 by end of Q3 depending on popularity. POF is very Conservative.
      4/15/14
    • Irish62: Papa...you still writing another article on ADTM? I was hoping to read your insight into the 10K and Q1 report. You still bullish on ADTM?
      6/16/14