Perion Taking Social Networking Exposure To The Next Level With SweetPacks Acquisition [View article]
Yes, we considered your concerns and actually are hoping for a pull back. But comparing the stock price now to where it was in the past does not take into account the new business model. Furthermore, the company is going to exceed analyst estimates lending to the possibility of analyst upgrades.
Kandi Twisting The Truth - Undisclosed Information Reveals A More Realistic Picture Of Its EV Business [View article]
Art,
Regarding the amateur SA BLOG entry (not an article, btw) about GEO and this phantom securities fraud you so excitedly refer to, our answer to that piece is and will always be NO. Once again, however, we need to remind everyone that you yourself are in fact no stranger to allegations regarding a little thing called insider-trading.
"Porcari and Fearnow both were fined and suspended by the NASD for violating insider-trading and fair practice rules at their now-defunct firm, Porcari, Fearnow and Associates Inc.
The SEC also brought administrative proceedings (http://1.usa.gov/QENepa) against Porcari in 1994. It said that while he was working as a financial relations consultant for a public company, he sought to engineer a “short squeeze” by making baseless predictions about its share price to brokers and urging them to make coordinated purchases of stock." source: http://bit.ly/Pt0Gr3
We know you are probably tired of reading that, but we just need to give people perspective on who KNDI's lead cheerleader is.
---
Now on to the only other point that we think matters w/r/t your sloppy, curiously quick-triggered, self-gratifying response. You say,
"Obviously, they either didn’t care or didn't do enough homework to realize that the Company put out an SEC 8K along with the PR, and attached the contract. Here is the link to both the 8K and the Contract on the SEC site."
You are obviously missing the point and represent the Old School way of thinking, blindly following what is put right in front of you. When the only one corroborating that a Contract was inked is the filer itself, wouldn't you see it fit to conduct a differential analysis?
When we say that "we have not been able to locate details of this alleged ‘contract’ other than a press release issued by KNDI", we mean in China...WHERE IT MATTERS, or from CALB and other good reliable sources...not in an 8k issued by the company! We and everyone else saw it (the 8k)...you should know by now that supplementary due diligence on US Listed Chinese companies goes much further than ink on an SEC document!
You think you are insulting us, but you are really insulting the whole investing community with your short-sighted assumptions.
---
And yes, regarding the quote below, we would not expect anything less out of you regarding the following (if we only had a penny for every time we heard a pump like this)
"You are looking at contracts and agreements that could generate Over $200 million next year for this $100 million market cap company and be on track for over $1.5 Billion in 2015. Would you rather be long or short such a situation?"
Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
HTH announces regulatory approval of planned acquisition. The arbitrage opportunity gap continues to close as predicted in our article. http://bit.ly/X4iQaC
Is TagLikeMe The Next Microsoft Takeover? [View instapost]
"As a fund manager, it always baffles me that investors could let 120M+ shares trade without ever researching a stock. We did play the stock to the upside, and at the time of this article TAGG is trading at 0.32 per share."
Really?
So you still played the upside? Is this before or after you did your research? Your statement assumes that people buy these P&D for their potential fundamental value.. Common.. most investors play these for what they are. Pump and Dump. Likely the reason you played it.
What should amaze you is how the regulators let this game happen. Until they do it pays to know how the game is played.
Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
Hilltop Holdings (HTH) update by Stern Agee confirms our thoughts that there is upside to our evaluation scenarios.
From Stern Agee…
The early look at PlainsCapital call report data suggests further momentum from the mortgage origination platform, strong C&I loan growth, and increased core profitability in 3Q12. While the acquisition has not yet closed, we expect the contribution of PlainsCapital 3Q12 earnings should result in HTH's pro-forma TBVPS exceeding our initial modeling upon consummation of the merger (which should occur in the next quarter). Thoughts on the Shares. We continue to view HTH as a unique and undervalued story given the combination of management's track record for maximizing shareholder value and PlainsCapital's diverse business mix well positioned for further growth. While HTH and PlainsCapital Corp. have yet to report 3Q12 earnings on a GAAP basis, the early look at PCC's subsidiary bank (97% of total holding company assets) call report data indicates incrementally higher mortgage banking revenues, solid loan growth (ex. the HFS portfolio) and improved profitability. While we will wait for 10-Qs to be filed, the important points are our previous pro-forma TBVPS (Tangible Book Value Per Share) modeling of $7.90(GeoTeam calculated TBVPS was $8.23) ( for year-end will likely prove ~$0.30 conservative and our EPS estimates could likewise prove conservative depending on mortgage banking in FY13.
Nitin, Selling the company would be the most compelling scenario from a long view. But we were correct to short the stock when we did. Aside from hanging your hat on a takeover I still see risk in this name. ADNC thought their relationship with AAPL was strong, until it was not. Have you looked at the company's margin history? Without, licensing revenue they are a pure commodity play.
Our Premium members got this update in our 10/11/2012 email alert: ------- We have covered our short position in ADNC (@ $5.66). Please see our original alert made available to members on 9/10/2012 (9/11 at SA - http://bit.ly/Rxh2AA). Although we believe the stock should go lower, it is the opinion of many investors that ADNC will hold its cash value per share of $5.50. We do not totally subscribe to this logic but we do respect it and will look to re-short on any bounce from these levels. The stock was trading at $7.19 at the time or our original report. ------ So no, we are not getting killed.
Might have to re-short soon, if the stock continues to rise. This EPS number is all in the past and includes AAPL contribution. Future EPS deterioration and margin volatility will now show its head and reveal that ADNC is nothing but a commodity company. The only thing that is compelling is if it ever becomes a take over target. But we know it will not be AAPL.
I think you are really missing some aspects of the ADNC story:
1. You need to perform some homework on the operational model that ADNC is not left with. The company is now just a pure commodity driven business where margins are not secure. Just go back and read the IPO prospectus and you will see how margins have come crashing down in there non-licensing AAPL business (Hardware sales). Furthermore, revenue growth for hardware sales has flattened out. Also, take a look at analysts 2013 EPS estimates which stands at a dismal $0.13. P/E of 15 = $1.95
2. Why did AAPL abandon ADNC's "superior" technology?
3. Two litigation issues
4. Cash per share takes a back seat if the company has to fight a patent infringement suit or sees its cash flow diminish.
5. They basically have one customer left. You want to roll those dice?
The stock should trade somewhere between its $1.95 and some discount to its cash per share of $5.50.
The risk factors in the filings really meant something for this company.
Connecting The Dots: Kandi's Clever But Apparent Related Party Transactions [View article]
Perry/Arthur,
Honest investors need to know the whole story. These transactions were not properly disclosed. Perry's arm chair analysis aside, the only real analysis can come from DD inside of China. Which brings us to Arthur...who one would think he should know better since he reportedly helped (KNDI) reverse merge. How Arthur assumes everyone knows about these transactions is beyond us since they were not disclosed. For all those interested in some nice info about Arthur, 3/4 ways down the page we can read what a non-bias non-investor reporter has to say about Arthur and KNDI. http://bit.ly/Pt0Gr3
Don't Get Dunked In The Ld Holdings Pool Of Hype [View article]
Dr.
Your statement is true that stocks can pump more than once. ZERO ,STEV and SNPK are good examples. But the more aggressive the pump the bigger the dump and the less of a chance of a meaningful re-pump.
Renewable Energy Trade Board: A Micro Cap Chinese Solar Company Set To Shine [View article]
Perion Taking Social Networking Exposure To The Next Level With SweetPacks Acquisition [View article]
Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
China Hydroelectric Could Be A 'Dam' Fine Asset Play [View article]
China Hydroelectric Could Be A 'Dam' Fine Asset Play [View article]
What firm did you contact for OTGDD. You know that our firm specializes in the OTGDD in China.
Maj
Kandi Twisting The Truth - Undisclosed Information Reveals A More Realistic Picture Of Its EV Business [View article]
Regarding the amateur SA BLOG entry (not an article, btw) about GEO and this phantom securities fraud you so excitedly refer to, our answer to that piece is and will always be NO. Once again, however, we need to remind everyone that you yourself are in fact no stranger to allegations regarding a little thing called insider-trading.
"Porcari and Fearnow both were fined and suspended by the NASD for violating insider-trading and fair practice rules at their now-defunct firm, Porcari, Fearnow and Associates Inc.
The SEC also brought administrative proceedings (http://1.usa.gov/QENepa) against Porcari in 1994. It said that while he was working as a financial relations consultant for a public company, he sought to engineer a “short squeeze” by making baseless predictions about its share price to brokers and urging them to make coordinated purchases of stock." source: http://bit.ly/Pt0Gr3
We know you are probably tired of reading that, but we just need to give people perspective on who KNDI's lead cheerleader is.
---
Now on to the only other point that we think matters w/r/t your sloppy, curiously quick-triggered, self-gratifying response. You say,
"Obviously, they either didn’t care or didn't do enough homework to realize that the Company put out an SEC 8K along with the PR, and attached the contract. Here is the link to both the 8K and the Contract on the SEC site."
You are obviously missing the point and represent the Old School way of thinking, blindly following what is put right in front of you. When the only one corroborating that a Contract was inked is the filer itself, wouldn't you see it fit to conduct a differential analysis?
When we say that "we have not been able to locate details of this alleged ‘contract’ other than a press release issued by KNDI", we mean in China...WHERE IT MATTERS, or from CALB and other good reliable sources...not in an 8k issued by the company! We and everyone else saw it (the 8k)...you should know by now that supplementary due diligence on US Listed Chinese companies goes much further than ink on an SEC document!
You think you are insulting us, but you are really insulting the whole investing community with your short-sighted assumptions.
---
And yes, regarding the quote below, we would not expect anything less out of you regarding the following (if we only had a penny for every time we heard a pump like this)
"You are looking at contracts and agreements that could generate Over $200 million next year for this $100 million market cap company and be on track for over $1.5 Billion in 2015. Would you rather be long or short such a situation?"
Thanks for showing your true colors.
GT
Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
http://bit.ly/X4iQaC
Is TagLikeMe The Next Microsoft Takeover? [View instapost]
Really?
So you still played the upside? Is this before or after you did your research? Your statement assumes that people buy these P&D for their potential fundamental value.. Common.. most investors play these for what they are. Pump and Dump. Likely the reason you played it.
What should amaze you is how the regulators let this game happen. Until they do it pays to know how the game is played.
Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
From Stern Agee…
The early look at PlainsCapital call report data suggests further momentum from the mortgage origination platform, strong C&I loan growth, and increased core profitability in 3Q12. While the acquisition has not yet closed, we expect the contribution of PlainsCapital 3Q12 earnings should result in HTH's pro-forma TBVPS exceeding our initial modeling upon consummation of the merger (which should occur in the next quarter).
Thoughts on the Shares. We continue to view HTH as a unique and undervalued story given the combination of management's track record for maximizing shareholder value and PlainsCapital's diverse business mix well positioned for further growth. While HTH and PlainsCapital Corp. have yet to report 3Q12 earnings on a GAAP basis, the early look at PCC's subsidiary bank (97% of total holding company assets) call report data indicates incrementally higher mortgage banking revenues, solid loan growth (ex. the HFS portfolio) and improved profitability. While we will wait for 10-Qs to be filed, the important points are our previous pro-forma TBVPS (Tangible Book Value Per Share) modeling of $7.90(GeoTeam calculated TBVPS was $8.23) ( for year-end will likely prove ~$0.30 conservative and our EPS estimates could likewise prove conservative depending on mortgage banking in FY13.
Audience Trading At Cash Value [View article]
Congrats on your buy at the lows.
Audience Trading At Cash Value [View article]
-------
We have covered our short position in ADNC (@ $5.66). Please see our original alert made available to members on 9/10/2012 (9/11 at SA - http://bit.ly/Rxh2AA). Although we believe the stock should go lower, it is the opinion of many investors that ADNC will hold its cash value per share of $5.50. We do not totally subscribe to this logic but we do respect it and will look to re-short on any bounce from these levels. The stock was trading at $7.19 at the time or our original report.
------
So no, we are not getting killed.
Audience Trading At Cash Value [View article]
Audience Trading At Cash Value [View article]
Charles,
I think you are really missing some aspects of the ADNC story:
1. You need to perform some homework on the operational model that ADNC is not left with. The company is now just a pure commodity driven business where margins are not secure. Just go back and read the IPO prospectus and you will see how margins have come crashing down in there non-licensing AAPL business (Hardware sales). Furthermore, revenue growth for hardware sales has flattened out. Also, take a look at analysts 2013 EPS estimates which stands at a dismal $0.13. P/E of 15 = $1.95
2. Why did AAPL abandon ADNC's "superior" technology?
3. Two litigation issues
4. Cash per share takes a back seat if the company has to fight a patent infringement suit or sees its cash flow diminish.
5. They basically have one customer left. You want to roll those dice?
The stock should trade somewhere between its $1.95 and some discount to its cash per share of $5.50.
The risk factors in the filings really meant something for this company.
Connecting The Dots: Kandi's Clever But Apparent Related Party Transactions [View article]
Honest investors need to know the whole story. These transactions were not properly disclosed. Perry's arm chair analysis aside, the only real analysis can come from DD inside of China. Which brings us to Arthur...who one would think he should know better since he reportedly helped (KNDI) reverse merge. How Arthur assumes everyone knows about these transactions is beyond us since they were not disclosed. For all those interested in some nice info about Arthur, 3/4 ways down the page we can read what a non-bias non-investor reporter has to say about Arthur and KNDI.
http://bit.ly/Pt0Gr3
Don't Get Dunked In The Ld Holdings Pool Of Hype [View article]
Your statement is true that stocks can pump more than once. ZERO ,STEV and SNPK are good examples. But the more aggressive the pump the bigger the dump and the less of a chance of a meaningful re-pump.