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daveog

daveog
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  • Click Software: What Is In The Mystery? [View article]
    Great research and great article!!

    CKSW has held up well in the recent tech sell-off, especially given the big cloud sell-off...suggests CKSW is not overvalued, like others, and can still run when the market improves.
    Apr 27, 2014. 07:32 PM | Likes Like |Link to Comment
  • Newfield Exploration: Expect A 25% Return On Sale Of China Assets And SCOOP Drilling [View article]
    NFX had a $300M PV-10 on Malaysia and sold for $898M.

    Anadarko just sold a smaller China asset for $1.1M, producing less and reserved less than NFX's China assets. (NFX still own a portion of this, the Bohai Bay asset).

    NFX has over $400M is capital expense that will come back as part of the CNOOC partners 1st $200M in oil produced (recoup of 50% partner investment).

    $1.5M could be low...
    Apr 9, 2014. 01:31 PM | 1 Like Like |Link to Comment
  • Newfield Exploration: Expect A 25% Return On Sale Of China Assets And SCOOP Drilling [View article]
    The China asset sale will being $1.5B or more, as Brightoil is hunger for the asset.

    It needs to be producing to maximize sale, which will hopefully happen in Q3.
    Apr 8, 2014. 12:01 PM | Likes Like |Link to Comment
  • Keyw Holding Corp: Attractive Fundamentals, 11.3% Expected Industry Growth, Shares Discounted By 40% [View article]
    Is I have stated earlier, there are key points from last weeks meeting...

    1) The KEYW CEO said Target would have been protected, if they were using HawkEye, instead of FireEye. FireEye found the Target threat, but DID NOT automatically eliminate it. HawkEye would have done the job.

    2) The KEYW CEO said that HawkEye will stay a separate division and is ready for a spin-off IPO if the stock market does not recognize its full value in KEYW stock price.

    This is more than enough to continue to move KEYW higher.
    Mar 27, 2014. 09:23 AM | Likes Like |Link to Comment
  • The KEYW Holding Analyst Day Review That You Will Probably Not Hear From The Sell-Side Analysts [View article]
    Two things KEYW investor should take away from the Analyst Meeting:

    1) The KEYW CEO said Target would have been protected, if they were using HawkEye, instead of FireEye. FireEye found the Target threat, but DID NOT automatically eliminate it. HawkEye would have done the job.

    2) The KEYW CEO said that HawkEye will stay a separate division and is ready for a spin-off IPO if the stock market does not recognize its full value in KEYW stock price.

    This is more than enough to continue to move KEYW higher.
    Mar 24, 2014. 09:33 AM | 2 Likes Like |Link to Comment
  • The KEYW Holding Analyst Day Review That You Will Probably Not Hear From The Sell-Side Analysts [View article]
    The author here is purposely distorting the 100% positive Analyst Meeting. He does not mention the 100s of companies looking at HawkEye G and AP, does not mention the 100 government hires to handle the exploding government work coming in 2014 and does not mention that the CFO had planned to leave for a length amount of time.

    The CFO is getting paid to continue to support the company during the transition.
    Mar 24, 2014. 09:08 AM | 1 Like Like |Link to Comment
  • MeetMe: Recent Pullback Represents Attractive Buying Opportunity [View article]
    I do not think older investors understand MeetMe and see it as unable to compete with Facebook.

    The reality is MeetMe has a different market than Facebook and it is a market that is growing faster. The valuation of MEET is so low compared to the big social medias, a much higher price is more than justified.
    Mar 18, 2014. 09:02 AM | 3 Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    I am told by users of Cimatron software (a small group, given we are talking about milling and machining right now) say it is the only game in town for the 3D machine manufacturing they perform and very effective.

    The number of users could explode when 3D printing is part of their world.
    Mar 12, 2014. 07:32 PM | 4 Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    Management owns or controls nearly 27% of CIMT as of 4/30/13. I do not believe this has changed much or any.

    Part of this insider holding is by way of an investment company that directors of CIMT control.

    From the SEC filing:

    All directors and executive officers as a group (9 persons) 2,518,697 (5) 26.9%
    Mar 12, 2014. 07:28 PM | 5 Likes Like |Link to Comment
  • Attempting To Value FuelCell Energy And What's Next For The Market [View article]
    I agree, FCEL is NOT overvalued at $3.

    But, a Tesla valuation would take it over $60.

    If Apple, Google, Facebook, etc...ever, really GO GREEN, as they always claim they are, then $60 does not look unrealistic. Every data center will need a FCEL and solar power system.
    Mar 12, 2014. 11:19 AM | 3 Likes Like |Link to Comment
  • 8 Questions Each Cimatron Holder Shall Ask [View article]
    3D Printing Investor has put the fork in this distorted article with his comment above.

    End of story...
    Mar 8, 2014. 09:30 PM | 3 Likes Like |Link to Comment
  • My Top Stock Pick In The Innovative Alternative Energy Sector [View article]
    My analysis for FCEL indicates that TSLA is going to use FCEL's power plants to fuel Tesla Supercharge stations with electric power (along with Solar Panels).

    Ssshhh...do not tell anyone.
    Mar 4, 2014. 04:34 PM | 3 Likes Like |Link to Comment
  • Hedge Funds Say Time To Buy Closed-End Funds [View article]
    Love BTZ!!
    Mar 4, 2014. 02:13 PM | Likes Like |Link to Comment
  • Cimatron - A Potential Takeover Candidate Poised To Double; $22 Price Target [View article]
    In the world of 3D printing, CIMT is a gem that will be discovered soon.

    Software is the key to 3D printing's future.
    Feb 28, 2014. 04:06 PM | 1 Like Like |Link to Comment
  • Newfield Exploration: Read-Across From Anadarko's Bohai Bay Sale [View article]
    Newfield has announced it will produce 15,000 BOPD net starting early 2014 from Pearl, suggesting the gross will be 30,000 BOPD. Plus there are drilling prospects and the operating company for sale, along with the buy-in returns of approximately $200M (est. $400M total investment). This should result in a price significantly higher than Anadarko's...
    Feb 20, 2014. 11:23 AM | 1 Like Like |Link to Comment
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