Seeking Alpha

The GeoTeam

 
View as an RSS Feed
View The GeoTeam's Comments BY TICKER:
Latest  |  Highest rated
  • Unlocking Value At Magnetek [View article]
    HI Nick, Link is no working
    Jun 13 09:02 AM | Likes Like |Link to Comment
  • Unlocking Value At Magnetek [View article]
    NIck, I am curious why you have not mentioned

    1). company is exploring alternatives to enhance shareholder value

    2). The recent 13D activity that disclosed an offer to acquire the company at $16.00 that should provide a floor for the stock. The 13D investor scooped up more shares on some recent weakness. Management is also adding shares.
    Jun 12 10:17 PM | Likes Like |Link to Comment
  • Hey! Don't Forget About The Little Guys [View article]
    Nice article. $TIS is currently a GeoBargain. I think TIS makes for a great acquisition target. Keeping with your dividend logic you should look at $CECE.
    Jun 11 09:05 PM | Likes Like |Link to Comment
  • ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
    As we predicted, ET was acquired at $33.75 by CRM which was at the higher end of price target.
    Jun 4 10:26 AM | Likes Like |Link to Comment
  • ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
    how about that? ET taken over right where we valued it.
    Jun 4 10:09 AM | Likes Like |Link to Comment
  • ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
    what are your thoughts on the take over?
    Jun 4 10:08 AM | Likes Like |Link to Comment
  • Cleantech Solutions, What Happened Last Week? [View instapost]
    Nice piece Dutch. Fyi.. the company will not comply with our requests.
    May 31 05:24 AM | Likes Like |Link to Comment
  • Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
    As many of our Geo followers are aware we published this article noting what we found to be a promising development. We observed CLNT operations for some time last fall and came away with what believed was a busy ongoing operation. However, since our article we have asked management to allow us more complete access to their operation so we can further substantiate financials and margins. The long and short of it is the same old song and dance we get from many China based companies in that management offered to “send us” any documentation (the same documentation sent to CLNT’s auditor) we asked for, but would not allow us

    • any direct access to the facilities,
    • to take any video, or
    • give us permission to retrieve SAIC and SAT documents for ourselves.

    I don’t think we can be any clearer than we were in our follow-up blog post stating:

    [“As we continue to call for a cleansing of the ChinaHybrid space, we as investors have exercised our right not to invest. In doing so, we have helped to create what could be a fantastic value opportunity if management teams begin to trust that our true motives are to help them gain investor confidence. It is time that we collectively let these companies know that if they want our money, certain conditions MUST be met:

    • Complete transparency with an openness to independent review;
    • Quality management that cares about investors;
    • Quality advisors: Law Firms, Auditors, IR, and Investment Bankers who have not been tainted over and over again with fraud associations.

    This does not seem like so much to ask for, but we are still looking for that one company.”]

    This disappointment alone is enough to keep us from holding a long position in CLNT, but the events of the past couple of weeks are even more troubling. As stated in Rick’s article (http://bit.ly/12fP6L5) published today it seems there is a very real possibility the CLNT stock is being manipulated during a time when the company is trying to raise money. It matters little to us if management is or is not part of stock manipulation activities. What does matter is that it in our view it’s apparently happening. At this point we view any investment in CLNT as highly speculative. Ultimately, we prefer more certainty in the investments we make
    May 28 01:42 PM | Likes Like |Link to Comment
  • Market's Epic Mistake Causes Cleantech To Triple [View article]
    As many of our Geo followers are aware we published an article about CLNT (http://seekingalpha.co...) noting what we found to be a promising development. We observed CLNT operations for some time last fall and came away with what believed was a busy ongoing operation. However, since our article we have asked management to allow us more complete access to their operation so we can further substantiate financials and margins. The long and short of it is the same old song and dance we get from many China based companies in that management offered to “send us” any documentation (the same documentation sent to CLNT’s auditor) we asked for, but would not allow us

    • any direct access to the facilities,
    • to take any video, or
    • give us permission to retrieve SAIC and SAT documents for ourselves.

    I don’t think we can be any clearer than we were in our follow-up blog post stating:

    [“As we continue to call for a cleansing of the ChinaHybrid space, we as investors have exercised our right not to invest. In doing so, we have helped to create what could be a fantastic value opportunity if management teams begin to trust that our true motives are to help them gain investor confidence. It is time that we collectively let these companies know that if they want our money, certain conditions MUST be met:

    • Complete transparency with an openness to independent review;
    • Quality management that cares about investors;
    • Quality advisors: Law Firms, Auditors, IR, and Investment Bankers who have not been tainted over and over again with fraud associations.

    This does not seem like so much to ask for, but we are still looking for that one company.”]

    This disappointment alone is enough to keep us from holding a long position in CLNT, but the events of the past couple of weeks are even more troubling. As stated in Rick’s article it seems there is a very real possibility the CLNT stock is being manipulated during a time when the company is trying to raise money. It matters little to us if management is or is not part of stock manipulation activities. What does matter is that it in our view it’s apparently happening. At this point we view any investment in CLNT as highly speculative. Ultimately, we prefer more certainty in the investments we make.
    May 28 01:36 PM | 3 Likes Like |Link to Comment
  • Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
    Nice surprise move today. It is unfortunate that the company, even after our due diligence, is not being as transparent as we have asked them to be with us after it reported strong first quarter 2013 results.
    May 22 01:15 PM | Likes Like |Link to Comment
  • Hilltop Holdings - A Narrow Window Of Arbitrage Opportunity Plain To See [View article]
    haha. just saw this. touche.
    May 22 09:15 AM | Likes Like |Link to Comment
  • Cloud Star Technicals Breaking Down [View article]
    Ivwingfan, as long you are aware of the game you can make money on both sides of a PD. Two more stocks we track just pumped above $1, WSGP and TALK
    Apr 30 06:19 PM | 1 Like Like |Link to Comment
  • Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
    Please see our update/commentary. http://bit.ly/ZpgJO4
    Apr 26 10:10 AM | Likes Like |Link to Comment
  • ExactTarget And E2open: 2 Intriguing SaaS Plays [View article]
    Although we sold our E2 Open (NASDAQ:EOPN) position on 4/3/2013, the stock slightly missed on its fourth quarter numbers for fiscal 2013. The company has offered first quarter fiscal 2014 guidance that is significantly less than analyst estimates. It has attributed this to operational changes which the company expects to benefit from in the second half of fiscal 2014. Our Premium Members may recall that we sold EOPN due to the risk that we saw from being long SaaS companies in the current volatile market. We will revisit in the future. The stock is down sharply in early trading.
    Apr 17 10:14 AM | Likes Like |Link to Comment
  • Site Visit To Cleantech Solutions Reveals A Busy And Robustly Growing Operation [View article]
    strong today after Q4/full yr earnings. $CLNT
    Apr 12 09:39 AM | Likes Like |Link to Comment
COMMENTS STATS
377 Comments
156 Likes