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  • ZERO Has Strong Technology And An Achieveable Business Plan [View article]
    Hi Robert

    My problem with this company is that you use the word commercialization in this article, but yet the company has no money lost $2.1 million last quarter along with the fact that the companies auditor raise substantial doubt that it can continue as a going concern...In your opinion how much product development remain, and how much will it cost the company to be at a point of break even??
    Sep 26, 2012. 11:34 AM | Likes Like |Link to Comment
  • 2012 Micro Cap Focus List [View article]
    SSN is drilling in both the Bakkan and Niobrara regions were others are starting to hit the jackpot.

    Oil is projected to be strong this year...and the wildcard is Iran and other geopolitical events which could set oil stocks on fire.

    In addition, strength in stocks like SSN, 6-9 months ahead of the November election could be forecasting Republican electoral success.....with favorable "drill" baby "drill" policies on the horizon.
    Jan 16, 2012. 07:41 PM | Likes Like |Link to Comment
  • 2012 Micro Cap Focus List [View article]
    Hashapi agreed! MITK could be a multi-year core holding as noted above...
    Jan 16, 2012. 06:41 PM | Likes Like |Link to Comment
  • 2012 Micro Cap Focus List [View article]
    Mobile Guru,

    When you consider that the mobile industry is in its embryonic stages and projected to grow by 20 folds (if you look at the projected worldwide smart phone and tablet growth by 2020), these type of opportunities are quite rare indeed.

    The fact that AUGT and MITK have first mover advantage, with patented technology, put both in an enviable monopolistic position to dominate the markets that they are going after.

    Assuming somebody else doesn't come up with a different "mouse trap' and they remain in a technological dominate position...both could be multi-year plays.

    In addition, it seems logical that in order for large players to enter their respective markets they would need to buyers of AUGT, MITK, which unfortunately could diminish the long term potential upside of both companies.
    Jan 16, 2012. 06:41 PM | 1 Like Like |Link to Comment
  • TechPrecision: Exploiting The Demand For Large-Scale Precision Components In Alternative Energy Markets [View article]
    Thanks, Ian...I agree with you that they have to get to production up quickly, as well as getting their upcoming waterfront facility qualified and producing in volume by the end of calender 2012.

    Whats really important here, is the new management teams proactive business development efforts are producing results in the form of multiple tier 1clients of the caliber of GTAT, BEAS, and Westinghouse.

    TPCS Management needs to be congratulated for their efforts, and hopefully they can continue to deliver new clients and can manage the expected future growth.

    When you consider that historically they relied on a single customer, GTAT, and in a period of a year or so, they have produced 5 new clients of the caliber of GTAT + diversified by getting their China up, with their waterfront facility expected next April + completed a 19,500 square foot expansion of their existing facility.

    I can easily see a road map of $100-$150 million in revenue in the next few years.
    Nov 25, 2011. 12:07 AM | Likes Like |Link to Comment
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