• IMSYE
    Initiating a long position in $FCSMF today. Still debating $BAM $LMRMF $NGPHF. Thoughts?
    2/21/14
    Reply (21)
    • Arkeh Capital: GTI: I want to see 2013 results and 2014 outlook. New CEO and CFO. If I were in charge I would want to start with all issues adressed.
      2/21/14
    • Arkeh Capital: And there are a few. So I wait.
      2/21/14
    • IMSYE: A few other issues? Like what?
      2/21/14
    • Arkeh Capital: How will new CFO and CEO deal with the goodwill? What is with covenants? How conservative will they guide giving all the uncertainty.
      2/21/14
    • Arkeh Capital: If you want to build a track record, you'll err on the side of caution.
      2/21/14
    • Arkeh Capital: And you adress the issues when starting (old management) rather then letting them come up during your office.
      2/21/14
    • IMSYE: Bought $FCSMF @ .475. Thanks for the heads up on $BAM. I'll hold for now and see what happens
      2/21/14
    • Gloria Kessler: Isn't it obvious that GTI earnings down with high P/E excessive inventory, moody warning, and steel price dropping?
      2/22/14
    • Gloria Kessler: insider sold during the last three month, shouldn't you?
      2/22/14
    • Gloria Kessler: look at steel comments: http://seekingalpha.com/n/xwdp
      2/22/14
    • Gregory Block: Gloria, wouldn't demand for steel correlate to demand for amorphous graphite, rather than flake?
      2/22/14
    • Gloria Kessler: New management?? Its the same people running the place so you know the track record for the last two years dragging earnings.
      2/24/14
    • Gloria Kessler: Outlook will be look at double digit growth at small segment.....etc.... Meanwhile they destroyed the firm
      2/24/14
    • Gloria Kessler: steel demand?? Did you see the price drop on steel?? Graphite also drop whereby China is the king supplier of least cost. GTI is high cost
      2/24/14
    • Greenfire87: imsye- Northern had their permit rejected. Try lomiko or focus, atleast they come w/tech. or even mason
      3/5/14
    • IMSYE: Source on that Greenfire?
      3/6/14
    • Greenfire87: thought it was a Jack Lifton article, or energy report. Sorry can't seem to find it.
      3/6/14
    • dysepicene: Focus is the leader, due to Grafoid. I like Mason a lot, too, & Flinders, from what I read. They are positioned well for when/if pow happens
      4/1/14
    • Greenfire87: This may help; http://bit.ly/1s45A2q
      4/1/14
    • Imagineer: both these are good stocks - both have a huge upside but focus is certainly a top pick too
      7/14/14
    • Gloria Kessler: Additional loss?? People act surprise? The former CEO and Chairman still exist. Its been two years in the wrecking..
      7/29/14