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Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

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  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Last Comment from Prior QC by ACE:

     

    TRIPLE

     

    AND TO ALL, have a safe and enjoyable holiday weekend. Please be safe driving as my accident changed me forever. It was in a car, so be safe.....FLYING THE COLORS ALREADY !!!

     

    ACE
    27 May 2011, 08:09 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Fourth Quarter & Fiscal Year 2011 Results on June 14, 2011

     

    "... 1:45 p.m. Pacific Time (4:45 p.m. Eastern) on, June 14, 2011.".

     

    "... live webcast to discuss the financial results and future plans and prospects"

     

    phx.corporate-ir.net/p...

     

    HardToLove
    27 May 2011, 08:38 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    TB: Greetings. You newest tale sounds scary indeed. Great art work I might add.
    27 May 2011, 09:30 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Sold out SKK (dbl short Russell Growth 2000) to control shorting losses.

     

    Bought GPL and GWMGF.

     

    May add to EEV (dbl short emergining mkts) going into 3 day weekend... something about G8 saying global markets are stable makes me think Monday might laugh at them in the markets that are open.
    27 May 2011, 09:36 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    CALVF's AGM presentation from yesterday:
    www.caledoniamining.co...

     

    For the sunniest view of CALVF, as well as comparisons of CALVF to other "similar miners", one can look to ganndolph's posts at Raging Bull (he was at the AGM too):
    ragingbull.quote.com/m...

     

    For someone who has been trading this position since at least Feb 2003 (probably longer, but the search wouldn't go back any further), sckpak on the Raging Bull board has regular TA thoughts. He also posts his personal e-mail publicly, so inquiries could be made, though no guarantee of a response.
    ragingbull.quote.com/m...

     

    For people negative on company management and/or negative on ganndolph's posts and/or JP Morgan's conspiracy against CALVF, hybiscus3 and alascantrader are most reliable (though hybiscus3 also owns New Dawn (NEDMF), the other Zimbabwe miner):
    ragingbull.quote.com/m...
    ragingbull.quote.com/m...
    27 May 2011, 10:19 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Yup. Rolled SKK sale into EEV. Saw Jim Rogers saying he was short emerging markets yesterday (although, according to him, he is the worst market timer in the world).

     

    3 comments in a row for me. I'll hush now.
    27 May 2011, 10:57 AM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Oooops... someone forgot to carry forward the actual last post in the previous chat...

     

    I'd like to wish everyone a great holiday weekend and to save time offer this informative paragraph of gibberish to sum up the 178 chat thread....

     

    "Ran across an SA article on a company that looks like it might be worthwhile. If the growth of use in India and Asia is as significant as touted, maybe the seasonality disappears now, almost like GS selling derivatives to their clients while shorting the same instruments. I think it's worth mentioning, after the three days of the right shoulder completion my biggest downside risk concern right now is removal from the Russell and/or NASDAQ clean tech indexes. If the support lines hold, I'd like it to go up on June 17 and pause. And then it's OK to continue to run."

     

    Did you get all that?

     

    Speaking of running, does anyone out there agree that with the ability of the author of above paragraph to write a lot, make it sound sophisticated yet say pretty much nothing would qualify him as an ideal candidate for the presidency? After all, most of our presidents stand up in front of the nation, babble on for 45 minutes and most of the time say pretty much nothing. I think we have a real strong candidate right under our noses in here. He may be hard to love but he's even harder to read and i'd imagine to same goes for listening to him. Let's get the campaign going - we've got the ideal candidate!!!

     

    Happy weekend to all :-)
    27 May 2011, 11:23 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    What? Nobody going to slap my backside about my Beacon Power bottoming call yesterday?

     

    Up 30.19% today. Yeehaw!

     

    GPL up 5.94% and DNN up 7.44% for kickers, too!
    27 May 2011, 11:39 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Congrats Maya! Good call all around.

     

    Today I am lurking with TAMO, picked up a few more shares at $.28, but now lurking at $.27.
    27 May 2011, 11:44 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    That's always good to hear! Don't forget to get some chips in your pocket at the appropriate time!

     

    HardToLove
    27 May 2011, 11:45 AM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Congratulations on that hit. Do you have many shares of that one? Better sell some to make it real before it goes down again. By the way, how come you didn't include that one in your amazing race list?
    27 May 2011, 01:54 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    4Real: I'm not answering anything until you apologize to HTL (I know he doesn't care one quark). We are an investing group with many characteristics and attributes. Deep and rewarding friendships abound here in QC. Continuing to repetitvely claw and cast aspersions brings forth no utility to this forum.

     

    Though freedom to muse out loud here is welcomed, you are out of line. All you had to do was say/write something once. We all got your message.

     

    Of which, I infatically and categorically disagree.
    27 May 2011, 02:16 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (13495) | Send Message
     
    GPL may rocket higher when one of their new mines discloses their silver content reserves. It is currently being done and was delayed. Even if it turns out poor it really isn't factored into the stock or the production of GPL. It's a wild card that has unknown value. I think you all on this blog know how the new mine reserve disclosure affects a stock.

     

    GPL has unfairly been hit on the market save for the fact that management hasn't done much to stop the slide and their earnings could have been better if the company held down SG&A cost, but hey, maybe they expect to sell a lot more later. Even so, I still own the stock and at a little over $3 that's a great value 1 year from now when silver is back above $40 and they are mining 20-50% more a quarter.
    27 May 2011, 11:53 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    No DNN, though I guess I should consider. Heavy on the CCJ from '08 lows and holding. Looking at ultra-speculative Canalaska (CVVUF.OB/CVV.V) b/c they've got 2 1/2 million acres of properties... but they've got a 15 mill mkt cap for a reason... gotta cut down on ultra specs and trade the money makers better... (will repeat to mirror)

     

    Quite a few Candian stocks seem to be getting a bump down on some goofy headlines that the dollar's holding strong against the loonie today.

     

    TAMO has ripped down today...

     

    Thank you for breaking my 3 messages in a row so I could post again Maya... and CONGRATULATIONS on a rocking good day!
    27 May 2011, 11:53 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Thanks folks! I'll pass on to Mr. Williams %R that he's doing a great job! Mr. Elliott Wave, too.
    27 May 2011, 12:02 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    (FEED) A top ranked hammered upon Chinese Ag stock has also likely bottomed with this news:

     

    finance.yahoo.com/news...

     

    This was over four bucks a year ago. Pushing $20.00 back in '08. Now trading for $1.15, and up 11% on the day. Have to be careful, though. China stocks are suspect, accounting-wise. Taking a 1000 share flyer with this one.
    27 May 2011, 12:52 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Maya: Greetings. I remember discussing Agfeed (FEED) and (SEED) a couple of years ago. I opened a position @ $4 as you may recall and have been averaging down since. I believe Freya was employing a similar strategy with (SEED). Now we will see if those stocks are really turning around or not. I've also been accumulating Dry Ships from around the same time starting at $5.
    27 May 2011, 03:07 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Sandstorm Gold:
    seekingalpha.com/artic...?
    27 May 2011, 01:07 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Yes. I have this one, though I sold out most of it before the silver crash. Have since begun accumulating again...

     

    You might also look at SDXXF, warrants on Sanstorm. I have accumulated a lot of them in the $.30's, now trading in the $.40's.
    27 May 2011, 01:18 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    After some DD i bought TZA essentially expecting a bad next week. Just putting my toe in to learn on the fly here. FREYA gave me some insight and i would like to thank her.

     

    She did not say to buy it but explained it to me and i sincerely appreciate when you folks take the time to teach. My philosophy seems the same as hers so well see.

     

    With all this bad news day after day and expecting another QE just not sure this is gonna bail us out. In fact history shows this will make things work, The Fed is stuck , no bullets left, so i just think i need to diversify especially i believe it is now 4 weeks of the market being down.

     

    IMHO

     

    ACE
    27 May 2011, 01:25 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Also just sold some silver to pay for some 90% silver and gold. Used profits to expand as i did not have much phsical gold on hand. If we are gonna print more money it is just a matter of time for both to take off.

     

    The day will come when the CME will not be able to do anything!!! WE are heading back to 40, this seems like a broken record at some point the investors will take note and start buying in droves.

     

    So get it before this happens. Besides those 100 oz silver earrings look beautiful on my wife. Just wish she would stop dragging them on the floor!!!! Her earlobes look like something out of National Geographic....

     

    ACE
    27 May 2011, 01:31 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    New Dawn, the other Zimbabwe miner, is up 22% (NEDMF/ ND.TO) today. I have no money in them. I'm all in on CALVF for better or worse. Only news item I found states that Zimbabwe gold output is up 35% overall and mentions "Companies in Zimbabwe's gold sector include Mwana Africa (MWA.L), privately-held Duration Gold, Canada's New Dawn Mining Corp (ND.TO) and RioZim (RTNR.ZI)"
    www.reuters.com/articl...
    27 May 2011, 02:24 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    ND.TO. 366,000 volume vs. avg. of 21,000 AND its given up all of the 22% gain to be flat on the day. Do the computers and their trading algorithms go for drinks on Friday when they clock out?
    27 May 2011, 04:02 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Several things may have combined for this effect.

     

    Friday is often "flat", especially laterin the day as focus for many gravitates to the weekend. On a three-day weekend its worse - at 3:33:33 the NYSE traders have a tradition of whooping. So you can guess where the attention is.

     

    If there's even a *hint* of geopolitical risk out there, lots of folks want to go home with little or no exposure. So equities that are not really strong against that risk may suffer. And sometimes it hits the whole market if the perceived risk is really high. Greece anyone? Egypt revolution may be not quite over yet?

     

    "Sell in May and go away" may be in full force.

     

    Last, a *huge* volume spike often signals the end of a trend, especially if there's big price moves involved. I've not researched the why of this yet, but I've noted it a couple of times and sure enough we got reversals. Is this what you saw?

     

    I hope you didn't end up in a loss position. That's one of the most aggravating things for me - seeing large gains melt away as I keep thinking "It'll come back, it'll come back".

     

    <*sigh*>

     

    HardToLove
    27 May 2011, 04:47 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Thanks for the wisdom HTL. I have no skin in this game, just related to another stock I have a lot of skin in. ND.TO began at 1.25 CDN, bounced up to 1.63, leveled back to 1.25 about 3:25pm, then finished at 1.42. Wild trading on high volume - 18 times average.

     

    Just figure if I'm going to post about CALVF, its helpful to post about its comparable Zimbabwe miner to provide more information. Zimbabwe isn't like South Africa or Peru or others where there are miners by the dozen, some established and some juniors.
    27 May 2011, 05:09 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    For idle curiosity, I was checking what my top holdings are that have been discussed on this board as a percentage of my portfolio.
    CALVF 1.28%, EGDFF 1.17%, EPM 1.14%, AQSFF 1.10%, ANMCF 0.93%, ISVLF 0.89% (all 6 of those I owned before I found this board; all but CALVF were recommended highly by a subscription site I follow for $120/year which has its share of duds too), EEV 0.83%, XSRAY 0.70%, NG 0.58%, ELOY 0.48%, BMTI 0.40%, GWMGF 0.40%, UA 0.33%, RDIAF 0.26%, ATPG 0.25%, TAMO 0.25% GPL 0.24%, DF 0.24%, SGMO 0.23%, BQI 0.22%, SGYP 0.22%, PBMRF 0.20%, AXPW 0.19%, VAERF 0.19%, RNN 0.16%, ETPHF 0.12%, MGMXF 0.03%

     

    also, related items: RJA 3.00%, DBA 1.00%, CCJ 1.88%

     

    (sad that DF is only 0.24% after an 83% gain... didn't put enough in... but you never know the future exactly and you've got to put something in to make money on it, so at least I got that part right... turning $1 bills into $1.83 in 6 months is a fine thing, even if it is only a few dollars)

     

    Meanwhile: 36.74% in gold and silver plus 10% more in a large cap miner mutual fund, and then a gaggle of junior miners, many listed above.

     

    This is what's right for me, and by no means right for a single other person. I have no desire to know anyone's else's status similarly. We each must choose for ourselves and there are too many variables in individual situations to say with any certainty how to allocate investments for someone else.

     

    Now... I probably should go do that which I am procrastinating instead of toying with idle curiosities on a beautiful day.
    28 May 2011, 10:01 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    RNN. Rexahn Pharmaceuticals. This guy thinks RNN is going to break out to $1.70 and will pen an article about it this weekend. Stocktalked it today.
    seekingalpha.com/autho...

     

    I'm in at $1.18 on 5/6. I've watched it bounce between $1.22 and $1.40 the last few weeks. I'm no TA guru, but it seems ready to break free of the range in one direction or the other.
    27 May 2011, 03:11 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Sarrisa Resources (SRSR) has expanded their claims and is preparing to spin off a subsidiary. Here is the link for interested parties. finance.yahoo.com/news... I also posted this to the REE/Strat Metal Concentrator. If I don't get the chance to come back here is wishing all a great holiday week end.
    27 May 2011, 03:12 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Watching Longwei Petroleum (LPH). Another potential five wave down stock bottoming. Buying price target at $1.49. Nice support line drawn from way back on Aug. 10, 2009.

     

    Check out these YoY and 3-month numbers, and especially the YoY, 9-month results! Up, up up! This looks like another Chinese company being abused by China's rap for having shoddy accounting.

     

    //finance.yahoo.com/ne...
    27 May 2011, 03:54 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Arrgh!

     

    Here's the article about Longwei's impressive numbers:

     

    www.tickerspy.com/post...

     

    Have a great holiday weekend!

     

    I'm starting it off with some weeding in the garden.
    27 May 2011, 04:08 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Just an FYI on the concern for the various index rebalancings that we want to be aware of.

     

    www.russell.com/indexe...

     

    And a nice post at InvestorsHub that lists the ones CPST is in right now.

     

    investorshub.advfn.com...

     

    It's also in the Nasdaq Clean Energy Index which rebalances semi-annually, but it's not due until September.

     

    finance.yahoo.com/news...

     

    HardToLove
    27 May 2011, 05:46 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Cadillac plug-in backfired. GM cancels project:

     

    www.reuters.com/articl...

     

    Not at all a bad development for Axion owners. Suggests GM could be the mystery DOE partner.

     

    Hey! I can hope, can't I?
    29 May 2011, 01:55 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Very interesting link Maya. It's one more line of evidence that a key catalytic event for Axion is linked to the results of the DOE grant proposals.

     

    The Cadillac plug-in was based on the Volt technology (Li-ion) platform, and GM appears to be saying that platform is obsolete, particularly in a hybrid frequent start/stop operating environment. The link also said that the Cadillac plug-in would be a money looser. That means the business case for the Cadillac plug-in was dependent on receiving a DOE grant. No grant, no Cadillac plug-in.

     

    Did GM submit a second DOE grant proposal based on Axion's PbC battery technology? I doubt it since such an application would convincingly demonstrate the superiority of the PbC in a hybrid's start/stop operating environment relative to a Li-ion approach. That point has been persuasively communicated in John Petersen's excellent articles. John has also made a convincing argument that there is a cost advantage to using PbC batteries in his cool vs. cheap characterization.

     

    I believe the DOE grant results are due to be announced at the end of June. I wonder if news was leaked to GM, and they knew they would not be getting funding to subsidize the Cadillac plug-in? With no government subsidy, it would be a money looser, so they 'pulled the plug'?

     

    Meanwhile, Ford has a history of receiving DOE grants for electric/ hybrid vehicles. In addition, Ford and Axion already have a business relationship with that signed licensing agreement that authorizes Axion to produce and market replacement batteries for vintage Ford "muscle" cars using the Ford brand name and Axion's PbC technology. While the licensing agreement is not related to hybrid vehicles, it does suggest that Ford is more then familiar with Axion and the technological and cost superiority of the PbC battery in the heavy start/stop operating environment of hybrid electric vehicles. So I suspect that Ford is the US OEM partner for AXPWs PbC approach for an advanced hybrid vehicle platform.

     

    Irrespective of what US OEM AXPW is partnering with, GM's cancellation of their Cadillac plug-in does set off an alarm bell that time is getting short on that DOE catalytic event.

     

    I currently own only half of my planned AXPW allotment. I have been hoping to pick up the rest on the cheep, but it appears time is running out on the DOE catalytic play. I just put in a programmed purchase starting at .74 per share.

     

    If AXPW ends up out of the money on the DOE grant, C'est la vie. It's not like we did not put in the DD.
    29 May 2011, 01:25 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Correct me please if I'm wrong, but the batteries Axion is making now for muscle cars and other "vintage" are conventional lead acid batteries, not PbC. But certainly the knowledge of the advantages of the technology *must* reside within Ford by now.

     

    With Ford's recent behavior I'm suspecting they are the partner in the DOE grant (AXPW) is chasing. And although I've only owned one Ford product in my life, I like what I see them doing the last few years and I hope it is Ford.

     

    One last thing: CPST has a 15KW turbine now. Several folks on other boards, along with me, have been wondering about the application. One of the things I did was calculate the horsepower, ~20 HP, IIRC. Not enough for a lot of automotive applications. *But* I think it would be a nice match with AXPW for an HEV with appropriate battery capacity because of the high charge acceptance rate. Even if regenerative braking was not included (although I can't see why it wouldn't be), a continuously running MT charging the batteries might be enough to handle all plausible driving scenarios.

     

    Downside is the 26% efficiency of the smaller turbine. But when the austinetic components are out, we'll see that jump up quite a bit.

     

    And that leads to another thought I'll make another comment about later.

     

    HardToLove
    29 May 2011, 02:58 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Yes, you are correct HT... the muscle car battery is a duplicate of old technology... the article I took my comment from edited out a key part of the explanation.... thanks for the clarification.

     

    I wonder how much noise a 15KW turbine makes? What's the unit of time on that? Is that 15kW per sec?
    29 May 2011, 03:17 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): In standard ISO cabinet form <= 60 decibels at ... 30 feet(?).

     

    The prototypes I've heard run in the videos so far *seem* louder, but I presume since these are designed to demonstrate maximum performance, various sound damping strategies that are available with minimal efficiency loss have not been contemplated seriously.

     

    Even so, since there is some similarity to "white noise", it may not be objectionable. Several low-restriction strategies setting up "reversion waves" just by size, length and angles of exhaust pipe tuned to the exhaust harmonics have proven effective for "muscle cars" and also increase performance and economy in those vehicles by providing reduced input charge loss on extreme cam profiles. I don't think theses extra benefits could accrue though on a turbine - different geometries.

     

    15kW is just to old volts times amps. At any given moment, that's what you're getting at full power, continuously. Same as normal grid power measurements.

     

    If it was stated as "VA" (volt-amps), it's a different kettle of fish for AC since RMS must be applied (~60% x V x A IIRC). One thing to keep in mind is that many of the "base" installations are 400 or 500 volt, IIRC, and there would be losses as stepdowns are done to provide the local voltage and cycles (50/60 Hz).

     

    BTW, since we don't know what the 15KW design looks like yet, or its intended application, it *may* be that "muffling" has already been applied, but I don't think marketing would like that. If there was PR on a quieter version, I guess it would say "15kW*" and when you read the fine print for the "*" it would say something like "sans silencing apparatus".

     

    HardToLove
    29 May 2011, 06:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    FPA: No matter what, you'll be getting in cheaper than me! I put in a GTC for $.75 on Friday, to pick up the final 9% or so of long shares I want to have in my portfolio for years to come. Pending the usual caveats. I need Axion to pop about 20%, maybe more, just to break even. Hopefully, a few years from now, this angst and pain will all be forgotten.

     

    Yes, JP has written voluminously on this subject, and also wrote a nice little comment in answer to my posting this news in his ~ 360 commented long Axion/Elephant Hunter thread (which takes my old PC about five minutes to get to).

     

    A few weeks back, when John wrote to me about how things may be changing from Axion with Ford, to how it may be evolving into that now it's Detroit with Axion--I found that too huge and intoxicating to comprehend. Might just be coming true, in slug-like paced fashion.
    29 May 2011, 01:57 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Any one have any experience with (FSG)?

     

    FSG is an investment that reflects twice the daily return of the Gold Bull/S&P500 Bear index. So the fund is designed for investors who believe that gold will increase in value relative to the large-cap U.S. equity market segment.
    29 May 2011, 02:55 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Very interesting fund family FPA. I'm not sure gold can break free from a bear market yet or not, but like the idea. Lots of things to play with in only their first four funds for 'flationists of all kinds (de, in, and stag)
    www.factorshares.com/d...
    29 May 2011, 05:40 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    You forgot "con"! ;-))

     

    HardToLove
    29 May 2011, 05:49 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Very funny...
    ... once I got the joke.
    29 May 2011, 06:05 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    I was heading toward some "flat"ulence versus 'flationist investment angle.

     

    But didn't want to stink up the column.
    29 May 2011, 06:24 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST) 15KW turbine: possibilities?

     

    I've been thinking about possible applications for that new product from CPST, along with other folks.

     

    Two things come together for me to let me make a SWAG.

     

    I'm suggesting this is the result of that effort involving one of the "Fortune 500" automotive partners.

     

    My guessing goes like this.

     

    1. Desire is an automotive application
    2. 20HP (appx. conversion of 15KW, IIRC) is insufficient by itself.
    3. But a serial HEV drive train might be fine with 20HP running continuously or as needed, for many driving profiles.
    4. Batteries with a high charge acceptance rate make this a valid possibility.
    5. Last CC an exec from the “Fortune 500” company was due on-site at Capstone the day after and work had been in progress for a long time, implying we ought to be nearing the end of the process.
    6. It was reported the prototype parts were in evaluation stages.
    7. We get a new (with no PR) 15KW product show up in the CPST site.
    8. HEVs are all the rage ATM, an automotive-related partner ought to have big interest in an HEV application right now.

     

    I think we might get the announcement of the results of the “partnership” at or before the next CC and also the announcement of the 15KW product, which extends the lower range of the product line and, I think, meets some automotive application(s). My thinking is a serial HEV would be a perfect match, especially with the right batteries (from (AXPW), of course :-)) )

     

    But, seriously, I'm not linking this to Axion. There's probably lots of battery configurations that would meet the need.

     

    Any thoughts? As you know I've been in accumulation mode on CPST for a while. Putting this train of thought in consideration would certainly be just speculation, but that's Cappy right now. I might bump my GTC orders up a couple of pennies.

     

    One last thing, this size MT might also be suitable for residential applications where NG is plentiful, cheap and already piped in. A typical "medium" sized home with a 200 amp service would have a maximum draw of 22KW. This probably means that 90%+ of the time they are using substantially less. If the price point of the MT, NG are in the right range, ISTM the payback period could be quite reasonable by using whichever electricity was cheapest at any time - grid during off hours and the MT generated juice during high-price periods. And if folks are at work during the high-priced periods, "juice" can be sold back to the grid (in some places), shortening payback time further. It turns out that during the business day, when most folks are at work, is when residential demand is lowest and grid demand is likely one of the highest.

     

    This also fits a DG (Distributed Generation) strategy, which is gaining a foothold in several markets around the world right now.

     

    And there'd be no "outages" from storms, auto accidents taking out a pole, transformer failures, ... There would be vulnerabilty to *severe* earthquakes, construction breaking NG pipes, flooding, ...

     

    HardToLove
    29 May 2011, 03:36 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Back from the beautiful Blueridge Mountains. Good show, gorgeous weather (though hot on Sunday afternoon), sales up from prior year.

     

    LYSDY is splitting 10:1 to bring it in line with LYSCF. This could be a precursor to uplisting to a major exchange (it would make the consolidation of all shares into ordinary shares under the new listing quick and easy). Given the company's market cap and prospects, this is long overdue.
    29 May 2011, 10:02 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Wow... its come to deleting posts now. A little truth does hurt indeed but I didn't think the moderator would stoop to censorship. Lame, very lame.
    30 May 2011, 12:19 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Announce Fourth Quarter & Fiscal Year 2011 Results on June 14, 2011

     

    "... for the fourth quarter and fiscal year ended March 31, 2011 at 1:45 p.m. Pacific Time (4:45 p.m. Eastern) on, June 14, 2011".

     

    ... live webcast ... by logging on to the company's investor relations webpage at capstoneturbine.com. A replay of the webcast will be available on the site for 30 days.

     

    phx.corporate-ir.net/p...=

     

    HardToLove
    30 May 2011, 02:39 AM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    TRIPLE,

     

    i SHOULD have been more clear and said their is only one person writing to SA ADMIN to delete them. Sorry i used the word turtled up as it was not meant for you.

     

    Hope you had a profitable weekend

     

    ACE
    30 May 2011, 09:41 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    "i SHOULD have been more clear and said their is only one person writing to SA ADMIN to delete them."

     

    Let me climb out on a limb here and speculate. Could it be maybe.... CaY'est?
    31 May 2011, 01:11 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    ACE: Imagine yourself having made well over 2000 comments. All the time, the research...then one day you wake up and everything you've written, all your energies, went poof! Nothing there.

     

    Gone.

     

    When you "logged-in" to Seeking Alpha, Seeking Alpha did not recognize your email address, your "ACE" handle, nothing, nada, all your work and ideas have been eradicated, rubbed out, poofed! 100s of hours of work, maybe into the 1000's when considering how much time is spent finding out something that "should" be posted for the general welfare, info that enhances this community's learning curve.

     

    Gone. Everything, gone.

     

    Talk about an identity crises! Cyber robbery.

     

    That's happened to two of us Renegades in the past. And when those two Renegades were poofed, all related comments from all the other Renegades went poof, too. Entire columns were wiped out. 1000s of comments, gone.

     

    All stock ideas, fun stuff, personal experiences, went poof!

     

    Gone. But, eventually, most of it was restored.

     

    That there's one or two comments recently gone missing is nothing close to what happened in the past. (Please reread this sentence!)

     

    Oooh, we were pissed. Enough so, that Seeking Alpha was forced to change, to adapt. And now we're into a new phase, which is still far from perfect.

     

    I fully understand frustrations from comments getting poofed!

     

    What I do not understand, is folks coming in cold, maybe only having read a hundred, maybe 200 comments from each of us older involved Renegades, and then making harsh assumptions, especially during a stalling market.

     

    We did not name ourselves the "Renegades" for idle reasonings. We challenge the MSM, and in many, many, many cases have pre-empted it.

     

    Also think that anyone here insisting, demanding how much one has invested in any stock is a gross violation of privacy. That should be done using a PM. And that, in my opinion, lacks class.

     

    Seeking Alpha is much larger than in the past. Much more influential, and much more tracked. Senators, like Ron Paul, now write here. Billionaires, like Mark Cuban write here.

     

    Have to be more careful now than ever.

     

    Everything you write, everything the Renegades as a whole writes, is being tracked. D-Guns has already proven this to be true.

     

    Frankly, this website, though I do love and marvel how it's gaining membership, has now become to big for me, to continue posting as much as I once did.

     

    Reminds me of my restuarants I once owned. So popular they became, that then along came time when I had to actually train my employees as to identify repeat "unsastified" customers and say, "No, we will no longer give you a free meal."

     

    That's happening now.
    31 May 2011, 01:49 AM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    MAYA

     

    I think we are on two different pages. I had a poster, new to the group, asking me what my holdings were. I obliged and asked him in return. Well i get back a laundry list with most stocks ove 100 % gains, no losers.

     

    So i become suspisious and ask him to pick one stock so that i could follow it and see how he does, at the same time asked him to join in on DM'S fantasy game. well well guess what i get nothing, nada. Now he opened the door and yet when called onto the carpet he shriveled up,

     

    Then to read he calls one of us a NOBODY i took exception to the kissing up. Kinda got fed up and the best advice i got was to just ignore his postings. Which i have been doing since. But he could not take his feet being held to the fire and i knew what a phony i was dealing with,

     

    You know i have been honest with my knowledge since the beginning and NEVER asked for a pick. I might of asked to explain a pick. But if i asked for help i sent a pm and most have helped me.

     

    Now i don't know if i am taking your last few sentences wrong but if you are insinuating you will not give out your picks as a free lunch that is no biggie. For one i do not have the bankroll to lose what you do. I could not potentially take a hit like Axion MIGHT be.

     

    But i will never stand for some one who has no idea who i am call me or a friend a NOBODY when a conversation had nothing to do with him. Then have him hide behind the backs of the core. Yet my response to this lemon is to have him write SA and have MY comment stricken.

     

    Looking at most picks here i would not classify many as a free lunch either....As i stated i will read once in a while but i have done better on my own than trying to keep up with the rest of you. That is my fault as i am not rich or sharp enough or shrewed enough to tell who is telling the truth and who is lying.

     

    But to say this group is growing, i see the opposite, much much less postings from different people. Same 3 to 4 every day. This site is dying...
    31 May 2011, 07:27 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Ace:
    - I said "this nobody" referring to myself. Enough already with turning my words around.

     

    - I have mentioned losers such as MRNA and MGMXF - and if you looked at the charts you would gander how poorly I did in these, particularly MRNA. We all have losers, and I have never said otherwise. In fact, I try to regularly clarify the limits of my knowledge and ability.

     

    - It is precisely because not every investment goes up when people think it will that people invest in a diverse and large number of stocks.

     

    - You questioned whether I ever had winners, so I listed you some. Then you complain about the list.

     

    - I have sent you personally an 8 point lengthy message detailing why I personally would not participate in a game. I am trying to support my family, its not a game.

     

    - I have detailed above the exact percentage of my portfolio invested in various investments discussed in this chat room.

     

    - I believe you have been mad at me since I made 55% investing a small amount in ZSL, even though I at the same time lost a ton of money in my positions in gold and silver, and said as much (and is indicated above by my 36%+ position in gold and silver that still exists after the drop).

     

    - If you want one thing to invest in, I would suggest some books that would help your perspective on the markets and life:
    Bernard Malkiel's, A Random Walk Down Wall Street
    Italo Calvino's If On A Winter's Night A Traveler
    Milan Kundera's Immortality
    These books will have better returns than any stock or precious metal can.

     

    - To me, this chat room belong to a core group of people who have been at this a long time. You and I and others are their guests. I believe, as their guest, that cordial behavior is appropriate. I apologize that you seem to think my particular brand of cordial is sucking up somehow. I'm not sure what I'm apologizing for in that, but I'm sorry that my being polite is offensive, as that was clearly not the intent of my trying to be polite.

     

    - Between our last private message correspondence which I discontinued because you were rude and this wave of personal attacks, three weeks passed. This is the end of the road for me for good. You can attack me at will and misrepresent what I say as you like. I wish you the best in all your investments and personal endeavors.
    31 May 2011, 11:49 AM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Cay Est

     

    Forget what i wrote as were on different pages...This Nobody then clearly got misinterpreted... So move on and good luck with your investments..I asked you in a pm to foget what i wrote and you dismissed it, I took it personal, as i have way too often here.

     

    So i will take the blame. You guys have a good time picking and good luck. I am having a bunch of personal issues and it's best i drop out of sight until i clean up my act. Honestly no harm was meant but it is personal with what i am dealing with and i know you all have your own things to worry about..

     

    Anyway when i feel i can act professional i will jump back in but until then i am wasting everyones time. You guys were the brunt of my aggressive nature and it is wrong. So ill be lurking but gotta take a break

     

    ACE
    31 May 2011, 02:31 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    It is comments like "reminds me of a line of restaurants i once owned " then i look back and read just buying my first house..Something just don't sound kosher with that statement. The men i know who own ONE restaurant have gorgeous homes for years. So either you never owned a home, maybe lost most of your money in the market, or some other reason. Sorry but i call it as i see it. I have no mortgage, no car payments, and i am happy right now in my condo...You also said you had to move out for 3 weeks for the house to be painted???

     

    It is posts like this that have me just gloss over things. Like you said no free lunch!!!
    31 May 2011, 07:35 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    I don't have to 'splain myself to anyone. A little more than a week from now, I will own this home, without a mortgage. Paid for in full, in cash. Not sure how anyone can misinterpret that.

     

    I don't "have" to move out, while some of its innards get painted, either. That's elective. I'm now leaning toward staying. But I still may pop away for a bit. Now that my mother has passed on, I can go anywhere on the planet of my choosing, without concerns of needing to get home quickly. Just don't know if it's the correct time to do so. The last two years of her life were brutal for both her to endure, as well as my sisters and myself. Even though I spent over four months last year in Honduras...that was work...I'm overdue for a bit of respite.

     

    The size, the total membership of Seeking Alpha, has tripled since I became a member 3 years ago, closing in on 800,000 members. The readership, including those who read SA, but are not registered members, is going viral, into the millions.

     

    I'm done jousting.
    31 May 2011, 11:55 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    A general thought: fewer postings due to a less friendly atmosphere.

     

    MHO,
    hardToLove
    31 May 2011, 09:18 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Just got some good news from a stock Freya put me on a while back, strategic tungsten play (NATUF), good news...

     

    Head Office:
    Box 19, #1640 – 1188 West Georgia Street
    Vancouver, BC V6E 4A2
    Ph. 604-684-5300
    Fax 604-684-2992

     

    DATE: May 30, 2011 TSX VENTURE EXCHANGE (NATUF)
    NORTH AMERICAN TUNGSTEN ESTABLISHES SPECIAL COMMITTEE FOR MACTUNG, RELEASES SECOND QUARTER FINANCIAL RESULTS AND PROVIDES AN UPDATE ON CANTUNG OPERATIONS

     

    VANCOUVER, BRITISH COLUMBIA: Mr. Stephen Leahy, Chairman and CEO of North American

     

    Tungsten Corporation Ltd. (the “Company” or “NTC”), announces the formation of a Special Committee for its MacTung Deposit, together with March 31st, 2011, 2nd quarter financial results and an update on operations at the CanTung Mine.

     

    SECOND QUARTER HIGHLIGHTS:
    Special Committee
    The Company’s Board of Directors has formed a Special Committee to evaluate opportunities for its MacTung deposit.

     

    Tungsten prices reach another milestone
    The MB European quotation for Ammonium Paratungstate (“APT”) (has risen to US$463/metric tonne unit (“mtu”) based on a range of (US$460-465). That average has risen 148% from a monthly low of US$187/mtu in July 2009.
    CanTung production improving. The Company has received new production mining equipment during March and April 2011. Production in the third quarter to May 22 was 45,000 mtus, evidencing that output is improving
    significantly.

     

    Financing
    On March 31, 2011 the Company closed a public offering for proceeds of CDN$11,500,000 consisting of 23,000,000 units at a price of $0.50 per unit.

     

    Updated 43-101 Compliant Technical Report

     

    On February 9, 2011 the Company released an updated 43-101 compliant technical report on the Cantung Mine. The Company has increased its probable minerals reserves to an estimated 1,693,000 tons grading 1.17% WO3 as of October, 2010; in addition, indicated mineral resources are
    estimated at 2.45 million tons grading 1.11% WO3 and inferred mineral resources are estimated at 0.43 million tons grading 0.84% WO3.

     

    SPECIAL COMMITTEE
    In order to most effectively and responsively move forward to create greater shareholder value the Company’s Board of Directors has established a special committee to explore all strategic alternatives relating to its 100% owned MacTung deposit. The timing of the Company’s decision takes into account the status of the permitting and licensing, highly favorable tungsten price
    levels, significant global M&A activities, a growing worldwide demand for tungsten and related significant potential shortfalls in worldwide tungsten supply.

     

    Stephen Leahy, Chairman and CEO, stated that the Company’s MacTung tungsten resource is one of the largest high grade undeveloped tungsten-skarn deposits in the World. Ron Erickson, Director and Chairman of the Special Committee of the Board, indicated that an expedited path to exploit the potential of MacTung is the key objective of the Company.
    The National Instrument 43-101 Compliant Technical Report on the MacTung Property – Yukon Canada (“Feasibility Study”) dated April 3, 2009 prepared by Wardrop, A Tetra Tech Company showed a $276 million NPV and a $402 million CAPEX, all based on an Ammonium Paratungstate (“APT”) price of US$300 per mtu.

     

    FINANCIAL RESULTS
    The Company reports a net loss of $7.7 million for the three month period ended March 31, 2011 (“Q2”) and a $7.1 million drain on cash from operating activities before changes in noncash working capital.
    During Q2 concentrate sales totalled $11.4 million, compared with $3.7 million for the three months ended March 31, 2010 (“Q2 2010”). Mine operating costs were $16.7 million including depreciation of $0.60 million which resulted in a negative gross margin of $6.4 million for Q2. In Q2, production was below plan due to development delays and poor underground and mill equipment availability. Concentrate production in this post re-start quarter was significantly
    below plan. Cash flows from operations after changes in non-cash working capital and increase in reclamation deposits were negative $3.0 million in Q2. Shortfalls in tons mined, grade and mill recovery negatively impacted cash flows. Production was 43,728 mtus of tungsten trioxide contained (“WO3”) in concentrates. Tons milled during Q2 were 76,980 tons at a grade of 0.85%
    WO3 and mill recovery was 73.35%.
    Capital expenditures at CanTung for mining equipment, power generation and underground haulage ways were $6.5 million in Q2 compared to $0.15 million in Q2 2010. Expenditures on Mactung were $0.24 million in Q2 compared to $0.30 million in Q2 2010. Cash flows from issuance of capital stock in Q2 were $11.5 million and share issuance costs were $0.78 million. Cash flows from capital lease obligations and equipment and CAT loans increased by $4.7 million in Q2.
    The second quarter financial statements and MD&A were filed on SEDAR for public access and may also be accessed from the Company's website natungsten.com//.
    31 May 2011, 09:21 AM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    Just a thought, maybe fewer winning picks?? imho

     

    Or people deciding to chastise others picks?? Had regulars tell me not much info flowing anymore from this site so they aren't participating.

     

    That is the truth, not imho

     

    ACE
    31 May 2011, 10:47 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    (ETPHF)/(FED.V) bouncing all over the place, been up 15%+, then even, now up 28%. Speculative Potash play.

     

    Thanks for the NATUF post TB.
    31 May 2011, 11:04 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Yep, I have been looking that one over, C...

     

    I bought some shares at $.97, we'll see how they do. I believe this one has some headroom to run.
    31 May 2011, 11:15 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Junior potash players are hard to find. Only others beside Ethiopian I can dig up so far are ENCTF/EPO.V and SBMSF/STB.AX (which is a mixed miner; has potash next door in Eritrea; and already made like a hockey stick if you at the 2 year or 5 year chart of STB.AX). Like ETPHF better, and its the only one I invested in. However, no clue why its up today, only news I find on it is midnighttrader.com saying its up big on no news.
    31 May 2011, 01:07 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Correction... only others I know of are those. I didn't dig them up. OG found Encanto. Goombrah found Ethiopian. I stumbled on South Boulder on some random internet investment quest.
    31 May 2011, 01:33 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Set orders to buy SRNCF/ST.TO & PPRTF/PPI.V early tomorrow.

     

    Gleaned company names from comments in article here:
    seekingalpha.com/artic...

     

    Got some beginner's research done thanks to a touch of insomnia, but recommend you do your own digging as I'm speculating small on these that the everything ag is beautiful theme continues to spill all over the place.

     

    Like Stonegate better for longer term. Phosphate co with projects in Idaho and Peru. Sprott is a big investor.
    www.stonegateagricom.c...

     

    Passport is a junior potash in Arizona. Passport has had some wild spikes up in price. It is off around 40% from the high closing.
    www.passportpotash.com/
    1 Jun 2011, 04:51 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Just keeping the list going. Another junior potash company: WPX.V, Western Potash, doesn't trade on a U.S. exchange as yet but does trade in Germany.
    www.westernpotash.com/

     

    Would like an ag/farmer instablog. Summer travels start Monday for two months for my wife and I, not the time to do it. But if no one else does it, please get on my case about it in the fall. I'm not the most qualified to do it... but I certainly could give tracking down the qualified people and getting them onto an instablog that's for them a shot.
    2 Jun 2011, 09:06 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I'd love an AG concentrator. I promise to post there, and annoy the hell out of everyone,.
    2 Jun 2011, 09:11 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Don't think I can do it before September because my time available for Seeking Alpha is going to get limited into summer travels. But, I realized last night I'm interested enough in Ag and getting the hang enough of how to build relationships/networks on SA that this is doable. I figure for a successful launch, getting the network of people on the blog is more important than anything I write at the top.
    2 Jun 2011, 09:28 AM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    ooo! oooo! Can I come, can I come, can I come? oooo! oooo!
    2 Jun 2011, 03:12 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Capstone Distributor BPC Engineering Installs First Two C1000s on Associated Gas in Russia

     

    This is another "ramp up" point for our Russian distributor, already the largest customer. I say that because "... The objective of the project is to increase the level of associated gas utilization at the oil field in compliance with the Russian government's resolution and declaration to decrease atmospheric pollution from gas flaring dated January 8, 2009".

     

    It goes on to detail that the units operate right after the separators and avoids installation of much more costly pre-processing eauipment for other possible gensets, provides power for the whole oil field and can operate on really "sour" mixtures, which this gas is.

     

    phx.corporate-ir.net/p...

     

    HardToLove
    31 May 2011, 11:48 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (AXPW): Added to position @ $0.74.

     

    HardToLove
    31 May 2011, 11:50 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Nice! I added at $.75. Have anorther order in for $.72.

     

    Guessing end of the month selling pressure is due to Quercus?
    31 May 2011, 12:15 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Gave up lurking at $.71...

     

    Now lurking at $.73...
    31 May 2011, 12:34 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Aha! Success at $.73. Back in the ballgame, toe in the water...
    31 May 2011, 12:35 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    SA seems to be operating in slow motion today. Even columns with very few comments are ntaking forever to load. The like button is likewise having issues registering. Spell check looks to be out too lunch as well.
    31 May 2011, 12:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Robert: This occurred over the weekend, too. In one of JP's blogs, with about 360 comments, it took about five minutes to load.

     

    Noticed within that thread, another member asked JP to fire up a sequel, like we do with QC.

     

    I can hear my PC's fan pick up speed everytime I load a page!
    31 May 2011, 12:19 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    I re-opened the bug report, reported on last week, about 3 hours ago so they should be aware. Let's hope something comes of that soon.

     

    HardToLove
    31 May 2011, 12:59 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Greeting Robert Ferguson. SA was indeed painfully slow this morning. I reset my internet and tried using different browsers. Nothing helped. Seems better now.
    31 May 2011, 01:01 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Maya: Greetings. So I'm not the only one, hope you had a great week end. Intel (INTC) is moving ahead on multiple fronts. I've been long this stock for a very long time and it rarely disapoints. news.yahoo.com/s/ap/20...
    31 May 2011, 12:32 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    xml.10kwizard.com/fili...

     

    AXPW 10k filing today.
    31 May 2011, 12:39 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    I read it earlier. Wasn't it just confirming what we already knew?

     

    I might have mis-remembered though. Maybe it was happening what we hoped wouldn't?

     

    HardToLove

     

    P.S. S/b support ~0.72 - let's hope that holds.
    31 May 2011, 01:01 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    If it hits my old Buy@ goal of $.69, I'm loading up.
    31 May 2011, 01:03 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    P.S. Volume spike combined with large price move *may* imply the 7 days down move will end and reverse.

     

    Of course, it may also indicate the down move is "real" and will continue.

     

    I hate the ambiguity in many these TA considerations.

     

    HardToLove
    31 May 2011, 01:08 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    TB: Greetings. Glad that your show went well. That is one ugly 10K! If that was the only basis for investment I doubt Axion (AXPW) would have many takers. Problems with the site seem to have been largely cleared up. Thanks SA tec team.
    31 May 2011, 12:58 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    (FEED) continuing it's move upward, up 8% today.

     

    (LPH) up over 5%.

     

    (BCON) up another nickle.

     

    (SGMO) up over 5%, too. Rats! I wanted more of this one in the low $6.xx.
    31 May 2011, 12:58 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Very nice day Maya. FEED and LPH are two I can't touch on a policy of not investing in Chinese companies that aren't listed in Hong Kong, Singapore, or somewhere investable in Asia. It seems dodgy to me when a company won't put their shares up on local markets. Correct me if I'm wrong, but for FEED and LPH, I only see them trading on/in the NASDAQ, Xetra, Berlin, Frankfurt and Stuttgart. That said, money made is money made - I hope they keep it up for you and I regret not investing in them.
    31 May 2011, 02:02 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Wow! Axion has 300,000 shares bidding at $.72.

     

    And 1,790,000 shares asking $.75.

     

    I've never seen anything like this before.

     

    Anyone else seeing this on their screen?

     

    A quick re-check, and now I'm seeing 500,000 bidding $.72.

     

    We have a war going on here!
    31 May 2011, 02:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    (AXPW) Nabbed more shares at $.72. Now own full compliment.

     

    Hoping you're right, HTL. That we're catching a bottom today!
    31 May 2011, 01:14 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    I say the bottom is closer to .52 than .72 but that's merely my opinion. Many talking about this one have agreed that regardless of what that bottom number actually is, the stock is unlikely to make a real move until next year. I definitely don't understand why one would not use their investment money in something that will grow the rest of the year and then get into AXPW. Even at a conservative clip if you invest say $10k in AAPL and it goes to $375 a share by December which is very likely, you could make an extra 1K and proceed to buy an additional 1500+ shares of AXPW next year and if you find a stock less expensive than AAPL that rises maybe 5-10% you will have an abundance of additional cash to buy even more AXPW.

     

    I am watching that one since so many are so high on it. I am more likely to get in at a lower number later this year or early next acquiring plenty of shares at bottom prices if and when this stock actually looks like a winner. For now, continuing to buy on the way down does not seem like a sound investment strategy to me but that is merely my opinion and we each have one.
    31 May 2011, 02:03 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I have a few shares at $.72 -.73, but I am still thinking to see $.69 before the end of July.

     

    Either way, these are long term bets in the sock drawer now.
    31 May 2011, 02:22 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    More decidedly bad news from the Eurozone. This time it's agriculture is in trouble. news.yahoo.com/s/afp/2...;_ylt=AtG9CntZ2SC3Fgq8...
    31 May 2011, 01:37 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    OK, OK everyone.Let's chill out. This all started because I called HTL a blowhard, which he is. Let's not let it get out of hand. If you all truly believe each other and all the picks listed here that's great. If I am the cause of turmoil then I want it to stop now. I will not add any further negativity. I've said my peace about a few members and now its done. Please do not bicker. Let's move forward and to each his own. Good luck with all your picks whatever they may be.
    31 May 2011, 01:52 PM Reply Like
  • Freya
    , contributor
    Comments (3364) | Send Message
     
    So basically, you started a ruckus, haven't apologized for starting it, repeated the offensive remark and expect everyone to play nice because You don't like the reactions.

     

    HaHaHaHa or as my Portuguese friends say:

     

    kkkkkkkkkkkkkkkk
    31 May 2011, 03:27 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Freya,
    I could care less if "everyone wants to play nice" or not. I felt bad that it elevated to the point it did so I tried to put an end to it. As for an apology, I don't apologize for telling the truth... and in case anyone missed the final dig I still think HTL is a blowhard that babbles useless garble. By the way, how's that EGI been treating you this year? Good call. Happy now?
    1 Jun 2011, 07:41 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Drat! Though (FEED) is doing well, I may have chosen the wrong Chinese AG stock.

     

    (YONG) is up 47% today! From Morgan Stanley throwing $50M in their coffers.

     

    www.reuters.com/articl...
    31 May 2011, 01:56 PM Reply Like
  • Moon Kil Woong
    , contributor
    Comments (13495) | Send Message
     
    Silver seems to really be perking up. I suspect it will hit a nice spike on June delivery.

     

    I'd stay away from Yong they still have lawsuits on director misconduct to settle. It is possible some other arm of MS has already invested or has some derivative stake in this and just is propping it up. If you want to buy fertilizer go with potash or some other US one. If you want to invest in China I personally hold CEO. You can't go wrong owning a company that gets 51% of any Chinese domestic oil deal.
    31 May 2011, 02:21 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    FWIW, a stock talk today:
    Jeremy Richards: (NVAX) Time to BUY. I will have a NEW Article out soon. NVAX is incredibly undervalued. This stock should be trading much MUCH higher.2:03 PM

     

    His article on RNN is up today, but I'm waiting for him to respond to a scathing criticism in the comments before posting the link.

     

    (FWIW = for what its worth)
    31 May 2011, 02:30 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (NVAX): Fortuitous timing for me? I just let my last round of short call option positions lapse, for a decent little gain, and decided against selling another batch because the premium and strike combinations were very unattractive.

     

    Maybe I'll do anther round instead of selling at the next decent move up as I had planned.

     

    Thank you!

     

    BTW, FYI: seekingalpha.com/insta...

     

    You might enjoy perusing some of the prior ones as well. There's a lot of different considerations in them and different POVs.

     

    HardToLove
    31 May 2011, 03:39 PM Reply Like
  • Freya
    , contributor
    Comments (3364) | Send Message
     
    Seems to me I remember selling some of my NVAX a few months ago and predicting that I would be looking to buy it back in this timeframe.

     

    Long Term Charting VS trading, I'm a buy and hold person and will continue to be.

     

    And if it, whatever, goes bellyup, well, I need writeoffs.
    31 May 2011, 04:03 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Thanks, Moon: I wouldn't touch YONG. Don't have much FEED either. Just taking a flyer on TA ideas.

     

    Just on my Asian board alone, I see Gushan (GU) as being Restricted. (CELM), (WATG) and (DGW) all on "Hold." Lot of lawsuits and accounting issues still going in China.

     

    Don't know how many Chinese stocks are going through some form of investigation. That I track about 40, that's one in ten, a pretty significant number.
    31 May 2011, 02:34 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    (AXPW) Sheesh! Now Axion has 8,775,000 shares asking $.75.

     

    Hard time believing my QuoteMedia screen reads true.
    31 May 2011, 02:43 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Wild, Maya. I reviewed my Schwab account (sock drawer where I have most of my pennies) and I got a few shares at $.70xx (I still had a program buy on for $.72 at the time, around 1pm), then some for $.72, and finally some for $.73 after I loosened things up a little. Small blocks all.

     

    8million is a lot of shares....

     

    I just took off my longstanding programmed buy at $.69. Time to wait and see...
    31 May 2011, 03:10 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    I have never been one to praise the trend and chart methods of investing but there certainly is some validity to them at times. This may be one such time. Looking at your favorite AXPW chart it appears that the "candlestick" shape of the AXPW is near its conclusion. If you backtrack to February when the formation began the stock was sitting right around the $.50 mark. Now, as the price sinks on the downside of the candlestick, one who relies on such theories and charts might argue that the bottom or end of the candlestick is likely to fall right around $.50.

     

    Like I said, I'm not a chart worshiper by any means but this particular chart certainly seems to be following the candlestick theory which would then support my position that AXPW is likely to continue dropping to right around that $.52 mark I mentioned in a recent post. I also said it would probably be wise to wait until next year but bottom may come sooner rather than later. Personally I'm making $.52/sh my bottom expectation whenever that may come. That's when I see the green light on this one. I still think the price lags near the bottom for a while but best getting in at the bottom and waiting a short while then missing it all together.

     

    My point in the end is, that in my humble opinion, adding more and more of this stock at $.80, $.75, $.70, is rather foolish when you can likely buy 20-30% more of it at bottom prices somewhere in the $.50-$.60 range. Good Luck.
    31 May 2011, 03:28 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (AXPW): @ $0.75 I see 2.5K x 2, 87K.

     

    That's on level 2, consolidated display.

     

    HardToLove
    31 May 2011, 03:40 PM Reply Like
  • Freya
    , contributor
    Comments (3364) | Send Message
     
    I was introduced to Candlestick charting in the 1970's.

     

    Threw it away as being more VooDoo after it showed no more than normal charting would have anyway.

     

    I do admit that it does make the Charts more Colorful.
    31 May 2011, 03:57 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    I am no fan of charts and trends at all quite frankly but I believe sometimes they hold true. This is clearly the case with AXPW and has nothing to do with voodoo. Just offering some food for thought. Just remember this... $.52 bottom is buy time... you heard it here first.
    31 May 2011, 04:11 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Trip: I'm now seeing "merely" 1,470,000 shares asking, 500,000 bidding. Like I wrote before, I've never seen this occur before.

     

    I've been tracking Axion daily for almost three years.

     

    I sent along a PM to JP.
    31 May 2011, 03:16 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    DOE leak?
    31 May 2011, 03:23 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Its the new Game Show: "Quants Gone Wild".

     

    Virtual intellectual nudity. Shocking.
    31 May 2011, 03:25 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Quants Gone Wild - LOL
    31 May 2011, 03:49 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Can't be. It's against "the rules"! LoL!

     

    Probably Maya's been hallucinating from overwork on all the personal tasks on his plate ATM! ;-))

     

    HardToLove
    31 May 2011, 03:54 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Nice article about Axion from Torque News:

     

    www.torquenews.com/119...
    31 May 2011, 03:30 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Nice short summary of the advantages of the technology... I wish they had added in the DOE catalytic event that is in the wings. That catalytic event plus the clear technological advantage would give a better picture of the investment potential and the time horizon for making the investment.
    31 May 2011, 03:40 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Thanks for the link Maya. A very good layman's explanation of the technology behind the investment thesis for this stock.
    31 May 2011, 03:43 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    There is one other concept I believe AXPW investors should keep in mind moving forward. If the new battery technology Axion is offering for hybrid cars does succeed and the stock price makes a run as a result, consider this... technology is always moving at an incredible pace. Even if Axion's batteries become a big thing, the next innovation is right around the corner. I believe Axion is very much a short term stock hit (if one at all). How long would their innovation capture the imagination of the auto industry? That is the key to the length of time one should own this stock. Now of course if Axion themselves can stay on the cutting edge and keep improving on the auto batteries faster than anyone else they can stay viable for a long time. Problem is, a company this small is likely to be overrun by bigger companies. It may be bought out which would serve investors well but it may not. Another company may come along and surpass Axion battery technology and then AXPW bites the dust. I think the latter is more likely and therefore pinpointing the low first and then the peak of Axion's success later are the keys to making money with this one. Just my opinion but I believe it is sound thinking that AXPW investors should seriously consider.
    31 May 2011, 03:51 PM Reply Like
  • Freya
    , contributor
    Comments (3364) | Send Message
     
    If I had bought this at $2.00 when JP was recommending it initially, I'd be deeply underwater, like in the Abyss, great movie.

     

    Anyone own Linc Energy other than myself? LNCGY

     

    Was thinking of selling 1/2 in the mid 30's until i viewed the longer term chart on a daily closing basis. Now believe it still has a chance to double from here.

     

    IMO
    31 May 2011, 03:36 PM Reply Like
  • Freya
    , contributor
    Comments (3364) | Send Message
     
    AXPW, broke out of a long term base on heavy volume and filled all of its upside potential from that breakout within a cple of months.

     

    on the way down, not only Has the Neckline Not held but now has a target of .65, (mini-H&S) measured move with .59 next target after that. (mini-upgap, daily basis closing)

     

    IMO
    31 May 2011, 03:48 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Freya: Greetings. I recall discussing Straights Asia (SSGDY) with you before you went on vacation. I bought a fist full of it at that time. Are you in it as well? It's been moving along quite well. Thanks.
    31 May 2011, 03:57 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    GTSO? I can't figure them out. Every time I look at them, I come up away with that "bogus" feeling, but as they accumulate followers, I'd be interested if anyone has a positive opinion.

     

    AQSFF. Nibbled all day. I'm at my full position unless they violate the 70 Canadian cents they've traded above since October 1st. If they do violate 70 Canadian cents, a drop to the 50 cent zone could be quick.

     

    RNN. Here's the article link. I am disappointed the author has not responded to the comment yet, but hopeful he will: seekingalpha.com/artic...

     

    NVAX article: www.otcequity.com/?p=1035

     

    CALVF. I had an e-mail exchange with a shareholder of 8 1/2 years and asked his permission to reprint this. As someone who has owned/traded the stock this long, he has seen a high of 38 cents in January 2003 and lows of 5 cents in August 2010. Qs are mine, answers are his. Apologies for length; thought it might of interest.

     

    Question: How do you manage your position?

     

    I direct all my own trades using [TD Ameritrade's] "Think or Swim" charting software. I have over the years researched and developed my own trading indicators that I follow daily in order to select price levels to purchase or liquidate positions. I have discussed these several times at Raging Bull ... One indicator that has proven to be very successful is the 8ema/21ema crossover. This particular indicator can and should be applied on all charts and can be used across all markets and sectors. The longer the chart horizon (daily, weekly, monthly) the greater the percentage for accuracy. The shorter term chart horizons can cause "head fakes" to occur at a higher percentage. I use both technical analysis as I just described and I also use ratio analysis when deciding which stock offer the highest percentage to maximize gains and the lowest percentage to minimize market risks and losses. I have also discussed at length how one can use ratio analysis in order to identify which sectors and stocks maximize my trading opportunities.

     

    Question: How do you feel about company management?

     

    Caledonia management is unique when compared with the management styles of other companies in the junior mining stock sector. They keep information close to their chest and only provide press releases when required by law to do so, or if the information to be released is of great importance to the shareholders. In other words, this company IS NOT A PUMP AND DUMP operation that is often found at the OTCBB exchange. If you have questions you can contact them directly and they will reply as long as your email is written professionally and you are not asking questions that they consider as confidential. If you want to gain a great amount of information concerning mining operations, then I would strongly recommend that you read the past posting writing by Ganndolph on the RB Forum.

     

    Question: What keeps you confident in this stock?

     

    I remain confident in the company primarily because it is a well-diversified firm, they do not hedge, they keep their debt to a minimum, and they achieve the interim goals that they set for the most part. This firm has been in existence for years and have shown that they can remain in operation even when the sector was struggling and many other companies either were sold or went under. Because they are cautious growth may not have been a quick as many shareholder's wished it had been, but it is obvious that they have a strategic plan in place and they are executing it with great care ... in other words, they are not rushing operations where the possibly of mistakes can be made that may be costly. In addition, one only needs to look at the assets of the company and the number of employees that have and know that the share price is very undervalued for no legitimate reason.

     

    Question: What are your other favorite mining stocks?"

     

    Caledonia is just a stock which IMO has great long term potential, and because of its current share price, make accumulation of cheap shares through trading in and out using technical and ratio analysis a logical choice.
    31 May 2011, 04:24 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    JP got back to me with, "That's more shares than anyone owns!"

     

    Guessing QuoteMedia had an off day.
    31 May 2011, 04:43 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    More on the coal play. seekingalpha.com/artic...
    31 May 2011, 04:58 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Incidentally folks, for those of you looking for a nice little spot to make a few bucks over the next 6, 12 and perhaps 18 months I would like to offer this article, one of many that praise SLW and its potential.

     

    Shine SLW....
    blogs.forbes.com/great...

     

    Just think, if you invest your AXPW money in SLW for a bit and it does indeed break into the low to mid 40s soon, you can buy so much more AXPW when it hits bottom.

     

    Here is my little one on one amazing race scenario: Lets throw $10k into AXPW and SLW. The race will last until either AXPW hots my predicted bottom of $.52 or January 1, 2011, whichever comes first. I maintain that your AXPW money is better invested (FOR NOW) in SLW. I have maintained that AXPW doesn't make any real move upward until it eithewr hits my bottom prediction of $.52 of next year thus the specs for my 1-on-1 amazing race.

     

    With that I see at the close today we have AXPW at $0.74 and SLW at $36.75. In after hours trading SLW is down a bit, already giving AXPW worshipers a slight head start. So, with 10K riding on each we have 272 SLW shares and 13, 514 AXPW shares.... Gentlemen, start your engines :-)

     

    June 1
    AXPW (13,514 x .74) = $10,000
    SLW (272 x 36.75) = $10,000
    31 May 2011, 05:10 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    We all know that Quercus is liquidating Axion shares. I'm quite surprised that they seem intent on liquidation of all shares. Perhaps the best time to be buying Axion is when they get close to selling all of their shares in dribs and drabs?

     

    Even billionaires have financial hardship, I guess.

     

    Here's a current list of Quercus shares unloaded over the past year (David Gelbaum is the CEO of Quercus Trust):

     

    finance.yahoo.com/q/it...
    31 May 2011, 06:22 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    As I recall, he had about 1.3million shares, and has now sold about a million. If his intention is to sell them all, he still has a way to go. From the list his last sale was May 27, 25,000 shares, which though a largish block is nothing earth shattering by itself, and should have had no perceptible effect today, assuming we don't learn later that he sold more again today.

     

    Looking back, only a few times did he sell larger blocks, hundreds of thousands of shares, over 1 day periods.

     

    I looked into the Quercus factor a few months ago, and at that time I felt that the effect of these ongoing sales would not be a constant factor long term.
    31 May 2011, 06:59 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Actually the best time to buy Axion shares (if there really is such a time) would be when it hits it's bottom. That bottom by the way is right around $.52 give or take a few pennies :-)
    31 May 2011, 11:52 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Quercus, at one time, had over 17,000,000 shares, I believe; now under 7,000,000 shares.

     

    Then another 8,000,000 shares were sold off by a family who inherited said shares, because the relative and owner of the shares got killed in a car accident last year.

     

    Further back, hedgefund Tontine had to liquidate due to redemptions.

     

    Axion can't catch a break.
    31 May 2011, 07:11 PM Reply Like
  • Bob Haeger
    , contributor
    Comments (67) | Send Message
     
    Hi Maya, I recently discovered the interest in Axion here on QC. I also have a substantial position in axpw which I increased today following your timing. Hopefully the DOE grant announcement this coming month will be a positive short term catalyst, although I am elephant hunting and in it for the long haul.

     

    I quote below what JLP wrote on Yahoo's Axion board March 18 about Quercus Trust:

     

    "The last transaction I did as legal counsel for Axion was the stock sale to the Quercus Trust. They invested $18 million in 2008 to buy 8,571,429 shares of common stock and 10 million warrants. If you allocate the entire purchase price to the common stock, it works out to $2.10 per share. The exercise price of the warrants started at
    $2.60 per share but that number was adjusted down $.75 after the 2008 market crash. Even if you assume the full exercise of the warrants, Quercus' average cost would be $1.37 per share. In other words, it's losing real money on every share it sells.

     

    To make the 2009 financing happen, Quercus signed a one year lock-up agreement and surrendered all its registration rights. That means the only way it can sell is to do so under Rule 144. Based on Axion's current capital structure, the maximum number
    of shares Quercus can sell in any rolling 90 day period is 850,000 shares. Given the size of its position, it will take Quercus almost three years to sell enough stock that it won't be subject to the insider reporting and dribble out limits.

     

    So far sales by Quercus have averaged about 12% of reported daily volume. That's not enough selling to cause a problem, which is pretty well proven by the fact that the price has gone from $.81 to $.95 during the period that Quercus has been selling
    shares.

     

    I've dealt with selling shareholders for my entire career and while we'd all like to see big holders stay in place forever, even rich folk have bills to pay and need to actively manage their portfolios. The smartest sellers I've seen are ones that sell gently into
    a rising market. I watch the stock very closely and I don't see any indications that Quercus is a problem.

     

    Frankly I'm more intrigued by the fact that Mr. Patterson hasn't sold any stock since the beginning of March. He created a formal Rule 10b5 selling plan that sold about 60,000 shares in February. His original target was to sell up to 180,000 shares by July. Once a 10b5 selling plan is put in place, a director can terminate the plan but he can't change it. The complete lack of sales since early March is a pretty clear indication that the plan has been terminated. I may never know why but I am curious."
    31 May 2011, 11:29 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Bob,

     

    Welcome and thanks for that info.

     

    HardToLove
    1 Jun 2011, 05:42 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Bob,

     

    Appreciate your taking the time to stop in...with some great info about Quercus.

     

    Thanks. And welcome to Quick Chat!
    1 Jun 2011, 11:40 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Bad US economic data continues...

     

    Automatic Data Processing Inc. ADP -0.09% reported that U.S. companies added only 38,000 jobs last month, far below the gain of almost 175,000 expected by analysts.
    1 Jun 2011, 09:35 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I just posted about this very thing on your QE blog, Rat.

     

    IMO, these headlines will pave the way for more QE, though whether we will have the "lets see if the markets demand it" correction or not is still very debateable.
    1 Jun 2011, 09:56 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    AFP: Greetings. Additionally the U.S. housing market reached the lowest point since 2006. Dandy just dandy.
    1 Jun 2011, 09:58 AM Reply Like
  • doubleguns
    , contributor
    Comments (9693) | Send Message
     
    Stagflation enveloping us. You can taste it in the air, see it at the supermarket and gas stands. Make sure everyone gets well lubed up, we are going to need it...soon. Of course folks here are watching. The ones watching reality TV are going to be royally screwed and with out lube.
    1 Jun 2011, 10:10 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    US May ISM Manufacturing Index falls to 53.5, 6.3% under 57.1 estimate. The last time it was lower then this was in September 2009 (tinyurl.com/3eo4w3u). PMI reading above 50 percent indicates that the manufacturing economy is generally expanding; below 50 percent that it is generally declining. PMI's below 50% are often associated with recessions.

     

    -----------------
    (June 1, 2011) Manufacturing slowdown now global From: The Big Picture By: By Peter Boockvar

     

    The slowdown in manufacturing is not just being seen in the US as Europe and Asia also reported moderation. China’s two manufacturing indices fell to 9 and 10 month lows. Taiwan’s PMI fell to a 5 month low, India to a 4 month low and South Korea to a 6 month low. In Europe, the final euro zone PMI was slightly below the initial report and now matches the lowest in 8 months. UK manufacturing PMI fell to the lowest since Nov ’09. tinyurl.com/3whnyao
    1 Jun 2011, 10:26 AM Reply Like
  • doubleguns
    , contributor
    Comments (9693) | Send Message
     
    More to go with that rattie.

     

    www.zerohedge.com/arti...
    1 Jun 2011, 10:41 AM Reply Like
  • doubleguns
    , contributor
    Comments (9693) | Send Message
     
    Morning plung in silver buying op is really nice this morning.
    1 Jun 2011, 10:22 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Wonderful to see you back Guns!!!
    1 Jun 2011, 10:27 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Hmmmm silver is moving inverse with gold?
    1 Jun 2011, 10:29 AM Reply Like
  • doubleguns
    , contributor
    Comments (9693) | Send Message
     
    silver is coming back now. The manipulators can only hang on so long, once the acceleration starts they begin to fall off. Gold is on fire!!! Did greece default or something or is it the panic that QE3 will be announced right after the NFP job numbers Friday. LOL
    1 Jun 2011, 10:47 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Double, Guns: Greetings. Indeed it's good to see you back in the saddle. I hope your recovery is going well and PT is not too taxing. As for stagflation it's about the best we can hope for in this environment. I hope everyone took note of the vote on the House floor yesterday. Democrats got their wish for a straight up or down vote to raise the debt limit with no conditions attached, a so called "Clean bill.". The measure was defeated with broad bipartisan rejection and only one Republican vote for the measure. Democrats are now saying they were tricked by Republican House leadership. LOL. Hard to imagine those mental midgets out thinking any one.
    1 Jun 2011, 10:47 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Added IAALF today at $.19. Otherwise standing pat, heavily overweight cash.
    1 Jun 2011, 11:08 AM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Drank up some beerylium - thank you TB.

     

    Surreal situation of the moment. ELOY (eLoyatly) changed to MATR (Mattersight) today. On Fidelity: MATR is showing volume of 100 and is priced up 22.69% at $7.95 (from close of $6.48). Bid $5.01. Ask $8.00. On Yahoo: MATR is being price at $2.50, down 61.42%

     

    Sell the news day in Energold EGDFF/EGD.TO. Makes no sense to me when the company had record revenues and increased margins. Although they did just post a report on the shares outstanding on the website yesterday - . Trying to buy more around 4.35. (Fred Davidson is CEO of both ISVLF and EGDFF)
    www.energold.com/s/New......
    www.energold.com/s/Sha...
    1 Jun 2011, 11:53 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Thanks Cay'est for the update.

     

    I was wondering why my watch list wasn't showing anything.

     

    HardToLove
    1 Jun 2011, 12:35 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Fidelity and Yahoo in sync now. MATR at $7.80, up 20% on volume of 200 shares. Still... this seems like some kind of joke. Will update when there's real volume.
    1 Jun 2011, 12:40 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Any doubt that our Federal government is an on going criminal enterprise has now been removed. Apparently Terrible Tim the tax cheat has been raiding the Federal employee's Thrift Savings Plan (401K for Federal Employees.) to pay for government debt. Now that all of the money has been stolen from Social Security and Medicare they are stealing retirement funds from government workers. Will your IRA be next? news.yahoo.com/s/nm/us...
    1 Jun 2011, 12:19 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Got busy over in "Stock ideas" this A.M. and forgot to post here first.

     

    Just to keep all on board, read from the following comment to the end of the comments (last is timestamped 1 Jun, 12:27 PM)

     

    seekingalpha.com/insta...

     

    HardToLove
    1 Jun 2011, 12:31 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Just for the TA interested, anyone else seeing a bottoming (inverse) H & S possibility shaping up here?

     

    Recently saw an article suggesting a topping one, but I can't see it to save my soul ... xxxx money. :-))

     

    Left shoulder formed 5/10-5/19, head completed (with pretty good "armpit" symmetry possible right now and price levels very close) and if the right shoulder reverses around the $1318 or so level, then it looks possible.

     

    Am I nuts to even consider this in this environment? If it completes I presume TPTB that are running this market will take it to ~1370ish again.

     

    HardToLove
    1 Jun 2011, 12:52 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    OOPS! That's on the S&P 500.

     

    HardToLove
    1 Jun 2011, 01:21 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Could be a last hurrah prior to the big dump, HTL. All the news is negative, manufacturing in the tank, QE2 about to expire, so its a perfect time to gin up a little bounce....

     

    So Da Boyz can masacre the herd next month. Fat beeves bring in better profits when you slaughter them.
    1 Jun 2011, 02:45 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    I'm seeing a rollover occurring on a three month chart.

     

    --Simple moving average peaked on May 20.

     

    --Upper Bollinger band peaked on May 11.

     

    --MACD trailing off since May 4.

     

    If anything, I'm seeing a H&S developing, since the March mini-correction.

     

    (But POMO keeps buttering that roll.)

     

    Of course, TAMO is showing up right now with 2,000,000 shares bidding .335, and 1,000,000 asking .37; and no, I'm not listening to Jimi Hendrix bang out "Purple Haze!"
    1 Jun 2011, 03:07 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    Yep. I really couldn't believe that with all the folks having called for a downturn in GDP and other indictors for second half of '11 that the market would move up of its own volition.

     

    When I saw that H & S "bottom" potentially forming I thought "They *must* be crazy"!

     

    But you know, with the HFT, quants, "flash orders" running over 70% plus of the trades (when there's enough volume in the market), it must make the job of TPTB easier. They probably know the algorithms and have the means to trigger them.

     

    I had recently heard from CNBC, IIRC, that volume was tanking as retail left the market though and that was going to reduce volume of the computerized trades further. Can't see major *recent* volume change down, but compared to a year ago volume has dropped off hugely.

     

    Takes less bucks to move the market that way I guess.

     

    HardToLove

     

    P.S. right shoulder is right where they want it if they're playing the games. Time for the "stick save" to start the reversal to the upside.
    1 Jun 2011, 03:12 PM Reply Like
  • Jon Springer
    , contributor
    Comments (4073) | Send Message
     
    Hearing that Impact Silver (ISVLF/IPT.V) tentatively plans to move to TSX and NASDAQ by year end.

     

    Great article by Mr. Shaefer today if you didn't see it. Hopefully the stock, BNKPF, detailed will have a buying opportunity when Europe gets shaky.
    seekingalpha.com/artic...

     

    EEV's price has been going up steadily all day until now (double short emerging markets). The majority of market it invests in are closed... and Brazil and Mexico aren't down that much today... so... interesting... or anomaly.
    1 Jun 2011, 01:28 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    I saw the headline and wondered if Golman Sachs (GS) had received a foreclosure notice. LOL. www.marketwatch.com/st...
    1 Jun 2011, 01:44 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): Designline has released PR clarifying their NZ issue.

     

    The NZ unit is being sold and, apparently, Designline US will still be a potential customer going forward (my guess - although with their recent setbacks I can't say they'll be "big" soon).

     

    Thanks to Wsquared at Investorvillage for the catch.

     

    www.investorvillage.co...

     

    HardToLove
    1 Jun 2011, 01:44 PM Reply Like
  • QuickChat
    , contributor
    Comments (270) | Send Message
     
    Author’s reply » seekingalpha.com/insta...

     

    The new QC is ready for immedaite access. This one is full and ready for the archives!

     

    8888888888888888888888...
    1 Jun 2011, 02:54 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    This AM, I sold off (BCON) netting a little more than a 20% gain, enough to pay round trip airfare plus ground transportation to Copan, Honduras. Glad I did, as the stock went Restricted a few minutes ago. But then there's that 65 inch 3-D Panasonic flat screen I'm eyeing. Furnishing mode starts about a month from now.

     

    Also stopped out of (FEED). Popsicle profit.

     

    Starting to salivate over (SGMO)'s near 10% drop today. Looking to add under six bucks.

     

    Remind me the next time the DOW rallies 150 points, to put on a sizeable short sometime before close that same day.
    1 Jun 2011, 03:19 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    That's amazing! Looking at the BCON chart for the past few years the only place I see you could have made 20% by selling today is if you had purchased the stock this past Friday the 27th right before it spiked yet in a post two days earlier you wrote...

     

    " I'm potentially looking at one right now with Beacon Power (BCON), which "looks" as if it has finally bottomed, after five "nuanced-filled" downward waves. I'm in the hole with this one, and am debating doing some cost averaging."
    ( seekingalpha.com/insta... )

     

    How could you be in the hole with BCON last Wednesday after five nuanced-filled downward waves (which by looking at the chart probably started in March when the stock was at 4 bucks) and end up gaining 20% on your original BCON investment which you will now use for vacation purposes? That's one neat trick. Can you tell us the secret of making 20% on a stock that has dropped from $4 in March and now sits at $1.25/share?

     

    Nice to see you are letting us in on your newest vacation generating winner. That SGMO looks like a beauty considering it at about the same price it was two years ago, What a mover! Let's chat about that SGMO in a few weeks. Maybe we can plan a vacation party with a few of us in here. What do you think? SGMO pays for a jaunt to Hawaii?
    1 Jun 2011, 04:53 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    The answer is so plain and simple, I'd expect a whiz-bang like you to figure it out on your own.

     

    I bought some, then bought more lower, then added comparitively much more even lower, and then sold higher. Stock on May 27 closed at $1.06. I sold today at $1.35. After it had peaked at $1.42. With today's sell off action, and Beacon's recent rise, it was a no-brainer to take profits.

     

    Even a dimwit could figure out how a 20% cumulative "very short term pop" could be garnered through cost averaging.

     

    Sangamo's DNA technology is potentially disruptive, given that they are in process of figuring out how to cure every disease that happens from plants, to insects, animals and human. Huge takeover target.

     

    You outta do your homework before writing crap that makes you out to look like a chastising buffoon.

     

    No matter how hard you try, I will no longer respond to your tormenting lunacy.

     

    BTW: I don't go to Honduras for vacation(s). Guess you "conveniently" read right on past the comment I made yesterday, or the day before.
    1 Jun 2011, 05:35 PM Reply Like
  • thistimeitsforreal
    , contributor
    Comments (442) | Send Message
     
    Sure sounded to me like you had suffered through "five nuanced-filled downward waves" which would have had you buying some at $4 to start and no matter how much you bought on the way down you would never have been up 20%. The only buffons in here are the ones that believe you made 20% on BCON and are financing a vacation, car or anything else. Good try though.
    1 Jun 2011, 10:28 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Hard: You made a good TA call about Exide. Got almost to $9.99, but now in retreat mode to the mud pot with everything else.

     

    Summer's here! It's hot. Time to open up Trip's jacuzzi!
    1 Jun 2011, 03:23 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (XIDE): Ain't over yet - tomorrow is the CC and report, IIRC. But either way, I do OK I think.

     

    15:24 a "stick save" attempt began on $SPX. Don't know w/o Silentz here if they can pull it off. They need to keep pumping this (here comes the most hated CNBS phrase, IMO) "resilient market" up in spite of all reality.

     

    HardToLove

     

    P.S. Looks like the "team" can't operate w/o the best "goalie". Save is failing miserably.
    1 Jun 2011, 03:41 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    BTW, for anyone in (XIDE), CC tomorrow at 09:00 EDT.

     

    ir.exide.com/eventdeta...

     

    Sign up required.

     

    HardToLove
    1 Jun 2011, 03:49 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Tradeable event? Beacon Power (BCON) will be opening the world's first 20 MW flywheel power plant in New York on July 12:

     

    finance.yahoo.com/news...
    1 Jun 2011, 03:39 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I may take a flyer at that one, Maya. I saw BCON float across my yahoo screen.
    1 Jun 2011, 06:51 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    FREYA

     

    Thanks for TZA as i called for a correction last week, i bought TZA yesterday and got out today. I will take a one day 4% profit all year.
    I will wait for the bounce and then buy again. This correction is far from over !!!!

     

    ACE
    1 Jun 2011, 03:41 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Congrats, Ace. You may have found the ryhthm. Maybe that explains my own failure with these market shorts - I can't dance worth a darn, either.
    1 Jun 2011, 06:52 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    TRI[LE

     

    Nah, maybe good teachers and beginners luck. But i will take luck and money any day !!!!

     

    ACE
    1 Jun 2011, 09:30 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19491) | Send Message
     
    (CPST): IMO, congrats to the folks adding Cappy today. IMO, in a few weeks, you will be pleased. I am partially filled, 5 more minutes for them to complete 2 orders.

     

    HardToLove
    1 Jun 2011, 03:55 PM Reply Like
  • acehart
    , contributor
    Comments (1795) | Send Message
     
    MAYA

     

    Tornado warnings for your area and mine. Just keep a look out !!!

     

    ACE
    1 Jun 2011, 04:05 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11198) | Send Message
     
    Yep. And we just all felt a DOW-nado!
    1 Jun 2011, 04:12 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    I wasn't in buying mode for CPST today, HTL. Maybe tomorrow...
    1 Jun 2011, 06:53 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Oh, and just a reminder to the gang, there is a link to a new QC just above in this thread.
    1 Jun 2011, 06:53 PM Reply Like
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