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Tim Cunningham  

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  • Molycorp Short Interest Rises To 58 Million Shares [View article]
    Word is that demand has exploded at mountain pass. Watch for a major squeeze.
    Mar 3, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Factors That Led To A 46% Decline In Our Valuation Of Travelzoo [View article]
    They are investing heavy in hotel platform. Read http://www.grooveVC.com comments.
    Mar 1, 2015. 12:03 AM | Likes Like |Link to Comment
  • Exide files reorganization plan and disclosure statement [View news story]
    Does anyone know what this security:
    302051AQ0
    EXIDE TECHNOLOG 8.625%18 DUE 02/01/18
    turns into after BK is done?
    Sounded like some new shares of stock plus some convertible note?
    Feb 19, 2015. 08:53 PM | Likes Like |Link to Comment
  • The Rumors Of Travelzoo's Demise Have Been Greatly Exaggerated [View article]
    They need to sell the company while the merger market is hot.
    Feb 19, 2015. 04:06 PM | Likes Like |Link to Comment
  • Molycorp's $1.4B Bonds Are Screaming Bankruptcy [View article]
    Nothing has changed? Are you serious? Production has increased dramatically! Also, some rare earth pricing has soared. It ain't over until you, the fat lady, has sung and so far you keep stating the same negatives in an attempt to squeeze out the last $ of a short sale. We will see what happens but things appear to be turning and I think there could be mergers, perhaps MCP taken out by private equity.
    Feb 19, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • Factors That Led To A 46% Decline In Our Valuation Of Travelzoo [View article]
    With all the consolidation taking place, do you see a takeover as a possibility?
    Feb 19, 2015. 01:16 AM | 1 Like Like |Link to Comment
  • Molycorp's Shorts Are Getting Cooked [View article]
    A couple rare earth prices are skyrocketing. Huge bounces in Rare earth pricing could spike MCP shares.
    Feb 18, 2015. 01:22 AM | Likes Like |Link to Comment
  • Expedia Deal Pace Likely Pushes Up Acquisition Timeline For HomeAway And Travelzoo [View article]
    Read GrooveVC recent due diligence article on TZOO. It is good.

    http://bit.ly/1CCzGyG
    Feb 16, 2015. 11:54 PM | Likes Like |Link to Comment
  • Tesla To Be The Next Apple? Here Are 8 Reasons Why It Won't [View article]
    If you had a choice, would you take TSLA or HLF?
    Feb 15, 2015. 08:32 AM | 3 Likes Like |Link to Comment
  • ABN Amro analyst sees gold plunging to $800/oz. by late 2016 [View news story]
    With all the currency crises around the World, I see a bullish scenario for Gold. I expect Gold to hit $1500/oz. this year and a bullish run back to $2000/oz. in 2016. We will see who is ultimately right.
    Feb 15, 2015. 05:05 AM | 2 Likes Like |Link to Comment
  • What Is Tesla Really Worth? [View article]
    The Gigafactory is the key. If Tesla controls that market, they could be a monster size company just like Musk predicts. It is hard to bet against this guy. I think the stock is stuck in nowhere land. The risks are too high at this price but shorting a momentum stock that a lot of people want is just as risky. Thus, best to avoid it for now and wait to see what happens this year.
    Feb 15, 2015. 02:07 AM | 3 Likes Like |Link to Comment
  • Intersections Inc.: Company At Inflection Point Positioned For Sustainable Growth With 95% Upside [View article]
    Great write up. VOYCE with the right marketing could be a home run. People spend money on pets without care to cost. I have always thought that people will spend spend spend on their pets far more than they would spend on a close relative. Thanks for the article.
    Feb 15, 2015. 01:47 AM | 1 Like Like |Link to Comment
  • Update: Cliffs Natural Resources - Still Not Out Of The Woods [View article]
    jcalene- Thanks for reply. Your analysis on CLF is always spot on.
    Feb 13, 2015. 04:30 PM | Likes Like |Link to Comment
  • Expedia Deal Pace Likely Pushes Up Acquisition Timeline For HomeAway And Travelzoo [View article]
    Agree that TZOO is insanely cheap and could fetch 150-200% above current market price.
    Feb 13, 2015. 04:29 PM | Likes Like |Link to Comment
  • Molycorp Nearly Triples On Higher Production Volume - Too Bad It's Ethereal [View article]
    They may get bought out by a bigger player wanting access to rare earths. Panasonic factory in Nevada is going to spring demand. Strong Buy here for $4 target.
    Feb 13, 2015. 04:20 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
251 Comments
214 Likes