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Roland Rick Perry

 
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  • Adding Odyssey Marine $OMEX To Watch List. [View instapost]
    Really in every stock, every time there is a purchase AND sale, there is a dramatic and profound difference in opinion!

    Add to the above list of "smart money," who I again emphasize had the opportunity to read the sell opinion, is Ori Uziel who files 30 days after the above blog the ownership of 4,675,750 shares of $OMEX.

    http://bit.ly/1oApvq1

    Ori did pretty well when he bought 5 million shares (5%) in iStar $STAR (a real estate lender) when it was trading at $2 near its all time low (2009-ish). At the time, iStar had fallen from $50 and no one wanted it.

    It recently hit $15 and his most recent filing showed he still owned 3.5 million shares. Looks like he called that bottom with amazing accuracy. Nice chart: http://goo.gl/kIJrq0

    Has he held onto his entire position, he would have made a cool $65 million ! No bad for five years of watching and waiting..

    Here's a Grant Observer article on his brilliant move.

    http://bit.ly/1oApu5s
    Aug 15 09:55 AM | Likes Like |Link to Comment
  • The Forest Oil Corporation Merger: Two Debt Drunks Leaning Against Each Other? [View article]
    Whoop, someone stumbled/staggered last quarter. Looks like one drunk may have leaned too far. Thankfully the Cotton Valley wells are performing above the type-curve letting they were able to grab a light-post, so they didn't both tumble to the curb!

    Looking cheap down here. I look forward to news of less reliance on bankers (debt) and more reliance on investment bankers (equity) post merger.
    Aug 13 12:48 PM | Likes Like |Link to Comment
  • Lithium Sector Powering Up To New Highs On Major Mergers And Acquisitions Deals [View article]
    Tiny Lithium battery management system provider Flux Power ($FLUX) quietly making inroads in the forklift market. Just saying. Toyota approved to boot.
    Jul 29 10:06 PM | Likes Like |Link to Comment
  • The Trade That Netted Me More Than A 2,000% Return [View article]
    Great fun, congrats !
    Jul 29 09:07 AM | Likes Like |Link to Comment
  • Pandora Shows Us Analysts Can All Be Wrong [View article]
    Ha the Letter P fallen off your keyboard yet ? Great line...
    Jul 29 09:03 AM | 1 Like Like |Link to Comment
  • Odyssey Marine: Shrinking Cash Position Fails To Cover Current Bills, CEO Greg Stemm Must Go [View article]
    Ori did pretty well when he bought 5 million shares (5%) in real estate company iStar $STAR when it was trading at $2 near its all time low. It recently hit $15 and his most recent filing showed he still owned 3.5 million shares. Looks like he called that bottom with amazing accuracy. Nice chart: http://goo.gl/kIJrq0

    Wonder if he got the OMEX idea from Blackrock which is also a significant holder in iStar and OMEX
    Jun 2 02:06 PM | 3 Likes Like |Link to Comment
  • Odyssey Marine: Shrinking Cash Position Fails To Cover Current Bills, CEO Greg Stemm Must Go [View article]
    Cool Chatham Rock video.

    http://on-msn.com/1mv7d4q?from=
    May 29 10:29 AM | Likes Like |Link to Comment
  • VirnetX's ASM: Updates And Insights [View article]
    Fantastic article, though I might take "meeting management" being a key, on every investors check list to task.

    Maybe its just me and that I get along with everyone - but the few times I've taken a beating in a stock (by not taking a small loss) it was because I met and liked management. I feel guilty selling a stock after spending six hours at sea deep fishing with company management, simply because it was down 10% from where I bought in.

    If I hadn't been on their boat, drank their beer, ate their food and met their cousins - I would just blow out the stock out down 10% and look for a re-entry point at a later time if the story hadn't changed.
    May 28 11:55 AM | Likes Like |Link to Comment
  • Do Mako Investors Realize Their Tenuous Security Position In Oceanica? [View article]
    Thanks Ship. It would be nice to read findings/opinions such as yours, without having to scroll past all the fun cartoons above - though they provide an appreciative "calm-down" effect for me - especially after I read "... I think $100M dollar recovery is easily within the the realm of possibility."

    Think I'll put up an article with a positive, balancing slant - if for no other reason then to avoid having to scroll though all of the above to get to positive findings/opinions.

    Here is the link to the "What the Florida-based company didn't expect was to see gold lying on the surface of the site, Odyssey spokesperson Liz Shows told Benzinga" quote.

    http://bit.ly/1mPETKA
    May 11 04:52 PM | 1 Like Like |Link to Comment
  • Odyssey Marine Exploration: Watching The Detective [View article]
    Jeremy Grantham on Phosphate.

    ($120B Assets under management).

    Then there is the impending shortage of two fertilizers: phosphorus (phosphate) and potassium (potash). These two elements cannot be made, cannot be substituted, are necessary to grow all life forms, and are mined and depleted. It’s a scary set of statements. Former Soviet states and Canada have more than 70% of the potash. Morocco has 85% of all high-grade phosphates. It is the most important quasi-monopoly in economic history.

    What happens when these fertilizers run out is a question I can’t get satisfactorily answered and, believe me, I have tried. There seems to be only one conclusion: their use must be drastically reduced in the next 20–40 years or we will begin to starve.

    The world’s blind spot when it comes to the fertilizer problem is seen also in the shocking lack of awareness on the part of governments and the public of the increasing damage to agriculture by climate change..

    http://bit.ly/1fIiNeB
    May 4 12:13 PM | 2 Likes Like |Link to Comment
  • Microsoft's Skype Named In Copytele Web Conferencing Patent Suit [View article]
    Woo hoo.

    CopyTele $COPY Subsidiary Enters Into Settlement Agreement With Logitech.
    MELVILLE, NY--(Marketwired - April 30, 2014) - CopyTele, Inc. ("CTI") (OTCQB:COPY), a company that protects the rights of inventors through patent monetization and patent assertion, today announced that its wholly owned subsidiary, Secure Web Conference Corporation ("SWCC"), has entered into a Settlement Agreement with Logitech, Inc., in connection with SWCC's patented Key Based Web Conferencing Encryption technology.

    Robert Berman, CTI's President and CEO stated, "This Agreement is the first settlement in connection with our Key Based Web Conferencing patents, a technology that was developed in-house at CTI. This is the first assertion revenue that we have generated from the treasure trove of legacy patents that we inherited at CTI, and with our upcoming November 10 trial date for our case against AU Optronics regarding our EPD and nFED patents, we expect the trend to continue."

    Logitech purchased web conferencing company LifeSize Communications in 2009 for $405 million, and Logitech's LifeSize division reported revenue of $137 million in fiscal 2013. The Settlement Agreement resolves a patent infringement lawsuit filed by SWCC against Logitech on July 9, 2013, which will be dismissed.

    http://yhoo.it/1n9h3gv
    May 3 03:32 PM | Likes Like |Link to Comment
  • NASDAQ Up Listing And Institutional Buying Could Double Finjan's Shareprice [View instapost]
    I'm in !
    May 1 11:40 PM | Likes Like |Link to Comment
  • Do Mako Investors Realize Their Tenuous Security Position In Oceanica? [View article]
    And she has departed...

    http://bit.ly/1f9DRtU
    Apr 24 07:08 AM | Likes Like |Link to Comment
  • Do Mako Investors Realize Their Tenuous Security Position In Oceanica? [View article]
    "Mako Resources is managed by Josh Adam out of a one-bedroom apartment next to NYU.."

    With more than 10 years of experience in financial analysis, investment research and portfolio management, Josh is SVP of Finance at Neptune Minerals, Inc., a position he has held since June 2011. Prior to joining Neptune Minerals, Josh held various senior level positions in the financial services industry, where he conducted extensive research and due diligence on companies in the metals and mining industry. From 2003 to 2007, Josh was an equity analyst and senior portfolio manager for one of the largest hedge funds in the world, London-based GLG Partners, LP. Prior to his experience at GLG, from 2001 to 2003, Josh was an analyst in the Equity Research Sales department at Goldman Sachs. Josh is also a CFA charter holder and graduated Phi Beta Kappa from Binghamton University in 2001 with a B.S. in finance and minor in economics. During his career, Josh developed a differentiated investment philosophy, which focuses on the attributes of major cycles and the identification of pivotal points.

    GLG Partners, where Josh was an equity analyst amended its filing as an owner of OMEX year end 2013 with 2,576,498 shares currently valued at $5,616,765.

    SEC filing: http://bit.ly/1mrzIBc

    GLG: http://bit.ly/1mrzIBg

    Interestingly, Columbus Management out of San Francisco just showed up on the Proxy just filed with 4,781,100 shares currently valued $10,422,798. Oh boy.

    SEC filing: http://bit.ly/1mrzIBi

    Since the filing is so new, its not showing up on most institutional holding databases.

    http://bit.ly/1mrzIBm
    Apr 21 08:40 AM | 1 Like Like |Link to Comment
  • Odyssey Marine Exploration: Watching The Detective [View article]
    Nambia in the house.

    Windhoek — Government has softened its stance on marine phosphate mining due to increasing global demand for marine minerals such as phosphate.

    The environmental assessment will enable the ministry to develop an environmental management plan for sustainable co-existence of marine phosphate mining and fisheries, which is a first of its kind and will have global implications.

    There are currently two firms with phosphate mining permits - Namibian Marine Phosphate and LL Namibia Phosphates.

    http://bit.ly/1kuTGJw
    Apr 6 07:34 PM | Likes Like |Link to Comment
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