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  • Broadvision Trades Below Cash And Is Significantly Undervalued On Other Assets [View article]
    The lebed promo several years ago was specifically mentioned under the risks section. I think it is pretty clear that was an independent promo because lebed saw it trading under cash and a very tight float, and that the company had nothing to do with that promo.
    Jun 18 09:34 AM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    Any further thoughts here Critical Investor?
    Apr 15 11:35 AM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    We shall see. Best of luck.
    Feb 26 07:34 PM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    Clear misunderstanding. Hale stands in a better position if Midway DOES NOT make it to production, as Midway would be forced to liquidate and Hale would get the assets. That is why it is so dangerous for any exploration company that is not already producing to have any debt (or in this case preferred that is the equivalent/worse than debt). The debt usually ends up owning the company.
    Feb 26 06:07 PM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    Hale has to approve it for that to happen which they would never do, that is the whole point. Why would they let someone else take their senior position? Not happening.
    Feb 26 05:03 PM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    The $1.85 conversion price is for optics, it's a debt piece they didn't get a premium. Hale may trust management but how is midway going to be able to get a debt financing done when Hale will not give up its senior security position (why would they)?

    The slowly returning signs of life are great to see for everyone involved in the sector and I have been very happy to see that, so we can agree there.
    Feb 26 02:08 PM | Likes Like |Link to Comment
  • Why Midway Gold Is No Golden Short Opportunity: There Is More Than Meets The Eye [View article]
    Nice research, but some of your key assumptions I strongly disagree with. And how exactly do you expect them to get debt financing? How familiar are you with Hale or with the terms of that financing? Hale has senior security and final say over any financing... That financing was good for them and no one else.
    Feb 26 10:44 AM | Likes Like |Link to Comment
  • Opko's Billionaire CEO Invested In ChromaDex [View article]
    Grizzle, I have to strongly disagree with you here. Where is your track record? Ford's articles are some of the most thorough and most informational on SA. He also probably has one of the best track records on here because it's clear he doesn't just write about garbage. The small-cap space is a mine trap and Honig seems like a good person to follow as someone who is able to successfully traverse it. I don't think being a big player in the small-cap space automatically correlates to being a penny stock promoter and not sure why you have this impression. Care to elaborate with your own history and your next investment idea?
    Dec 6 11:53 AM | 4 Likes Like |Link to Comment
  • Icahn Versus Frost [View article]
    Icahn will do something with KDUS for both his position and his son Brett's name being on the company. $22 million in cash is plenty of firepower to do something very significant in terms of potentially building a multi-billion dollar market cap company. Especially with the leverage the Icahns have and the caliber of private companies that would love to get their name involved.
    Nov 14 12:50 PM | 2 Likes Like |Link to Comment
  • Proposed IP Legislation Makes Document Security Systems An Even Better Buy [View article]
    This information regarding the merger has been very public and thus I believe it is very safe to say that the shares outstanding post-merger is already being factored into the current share price.
    Jun 11 10:51 AM | Likes Like |Link to Comment
  • Document Security Systems: Near-Term Upside Of 150% [View article]
    Thanks for the comprehensive input.
    Jun 6 01:05 PM | Likes Like |Link to Comment
  • 5 Reasons I Wouldn't Want To Be Shorting Vringo Right Now [View article]
    Nice article Justin. I'm interested to hear other peoples' analysis on the Microsoft patents..
    Jun 5 06:46 PM | Likes Like |Link to Comment
  • Document Security Systems: Near-Term Upside Of 150% [View article]
    They just put out a press release with a thorough update on operations:

    http://yhoo.it/14hNzC5
    Jun 5 06:34 PM | Likes Like |Link to Comment
  • Document Security Systems: Near-Term Upside Of 150% [View article]
    For the first settlement reached in Lexington's Bascom Research case they announced that as a result they would recognize revenue beginning 2Q 2013:

    http://yhoo.it/13FbmJU

    I think what separates Lexington's IP business model from some of the other players in the space is the ability to license and commercialize patents for monetization in addition to enforcement. This will allow them to realize consistent revenue and to begin realizing it more quickly.
    Jun 5 09:00 AM | Likes Like |Link to Comment
  • Document Security Systems: Near-Term Upside Of 150% [View article]
    Seattle,

    I obviously don't believe the public is currently placing a fair valuation on the stock.

    The existing business is not only a plus for growth potential but also for some reasons listed in my previous response regarding proposed legislation that could harm NPEs, which DSS will not be.

    Maybe not the biggest risk, but most imminent. If the merger does not go through then the IP patent success is a moot point for DSS shareholders.

    As mentioned these plays can be volatile.
    Jun 4 02:38 PM | Likes Like |Link to Comment
COMMENTS STATS
29 Comments
12 Likes