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Frank Lind

Frank Lind
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  • OptimizeRx - A Little Company In The Sweet Spot Of A Massive Industry [View article]
    Merriman initiates coverage

    http://bit.ly/1kVgscI
    Jul 14 10:16 AM | 1 Like Like |Link to Comment
  • OptimizeRx - A Little Company In The Sweet Spot Of A Massive Industry [View article]
    Who do you think other pharma companies will choose?
    A company owned by one of their major competitors (Merck) or a company independent of all of them.

    Partnering with P.I. means Merck has access to all of their coupon data. There is no way they will want to do that.

    Take a look at OPRX's client list and you can see who is winning this (from old CCs). In my discussions with the OPRX CEO, (FWIW), he has told me they are far, far ahead of PI both in terms of technology, user base, and the numbers of coupons being distributed.

    The article you link says nothing about how well PI is doing in e-couponing (which is OPRX's bread and butter).

    Despite all this, even if they shared the market evenly (which they don't), there is still huge room for growth for both companies.

    Their auditor could be higher level, fair enough. I have made this clear to management. PCAOB deficiencies are very common with smaller auditors. One of the main reasons they were chosen is because they are just down the road (take a look at the companies' respective addresses). Convenient and presumably cheaper. As the company grows, I want to see them upgrade.

    OPRX had nothing at all to do with Shad Stastney and his transgressions at Vicis, which happened several years before he became their interim CEO. Besides he is now out of the picture.
    Jul 3 07:43 PM | 1 Like Like |Link to Comment
  • Costar: Further Market Research Confirms Growth Potential [View article]
    "Further research", or another chance to remind us - LOL

    Seriously though, good article and I agree it is undervalued.
    Jul 1 08:13 PM | 1 Like Like |Link to Comment
  • OptimizeRx - A Little Company In The Sweet Spot Of A Massive Industry [View article]
    I know a large investor in OPRX who actually spoke to Allscripts etc.

    They said this is just not what they do and they do not have the deep relationships with pharma that OPRX does.
    Jun 25 09:25 PM | Likes Like |Link to Comment
  • Avante Logixx - Microcap Growing At 44% With A Takeout Potential [View article]
    Good article.
    I hold Avante and agree with your thesis.
    May 30 08:41 PM | Likes Like |Link to Comment
  • OptimizeRx - A Little Company In The Sweet Spot Of A Massive Industry [View article]
    Pharma companies do have their marketing and advertising budgets - but these are massive in comparison to a company OPRX's size..

    Their ROI using the digital method of distribution with OPRX's software is far higher than using drug salespeople.

    Logic dictates pharma companies will push increasing amounts of their marketing budget to this method and less and less to drug salespeople.
    Apr 23 07:53 AM | Likes Like |Link to Comment
  • Xplore Technologies Reports Record Revenue and Revenue Growth of 136% for Fiscal 2014 Third Quarter [View article]
    Market has under reacted to this quarter - imo
    Should be much higher on ultra rugged tablet growth alone.
    The Ranger X is clearly going to be a success, just a matter of time.
    Feb 12 07:51 PM | Likes Like |Link to Comment
  • XPEL Technologies: An Undervalued Growth Machine With Multi-Bagger Potential [View article]
    Great write-up!
    Feb 5 01:40 AM | Likes Like |Link to Comment
  • Performance Technologies: Expect Serious Performance From This Potential Multi-Bagger [View article]
    From another board discussing PTIX - What about all that Q3 revenue that won't be repeated? Revenues will be down sequentially, perhaps a sharp decline.
    Nov 21 08:35 PM | Likes Like |Link to Comment
  • Performance Technologies: Expect Serious Performance From This Potential Multi-Bagger [View article]
    I second what MCTH says.
    I was very interested, but want to see meaningful increases in signaling revenue first. I get their big potential, and also the lack of strong competition, but this spending by networks can be deferred and deferred.
    Nov 21 07:06 PM | Likes Like |Link to Comment
  • Avoiding 'Green' Investment Scams [View article]
    Typical poorly researched opinion piece.

    JBI Inc recently received a second large investment by a consortium of high net worth investment whales (the very same one who invested 6 months ago).

    See recent Form 4s
    http://bit.ly/13tJ7OV

    Anyone with a little knowledge of this stock knows it is not a scam. Not even close.
    Jan 13 10:43 PM | Likes Like |Link to Comment
  • Legendary Roll-Up Virtuoso John Lorenz Inks Acquisition #7 In Just Over Four Months [View instapost]
    Thanks for your reply John.
    Aug 27 06:24 PM | Likes Like |Link to Comment
  • Legendary Roll-Up Virtuoso John Lorenz Inks Acquisition #7 In Just Over Four Months [View instapost]
    Interesting article, though your overuse of superlatives gives me pause.

    What do you estimate share dilution to be in order to achieve these acquisitions?

    Asked another way, at what point does management expect to be able to fund acquisitions and the Type 1 plant by cash flow rather than selling stock?
    Aug 26 10:25 PM | Likes Like |Link to Comment
  • GlyEco, Inc. (GLYE) A New Best Idea For 2012 - A Business Model Of Wonderful Simplicity ― And Astonishing Profit [View instapost]
    How will they make all those acquisitions and build their plant without destroying the share structure?
    Aug 19 07:13 PM | Likes Like |Link to Comment
  • John Bordynuik's Plastic2Oil: A Long And Winding Road [View article]
    http://bit.ly/LpWCrw

    JBI, Inc. (the "Company") (OTCQB:JBII) is pleased to announce the following:
    Investment of $10 Million in equity capital
    Successful independent review of its Plastic2Oil® ("P2O®") technology by SAIC
    John Bordynuik to become Chief of Technology ("CTO")
    Senior RockTenn executive Kevin Rauber to join the Company as CEO and President
    Transition to governance practices consistent with other leading companies

    Here is a list of those who invested in JBII recently.

    Billionaire Meyer Luskin, CEO of the $70 billion Scope Industries:
    http://tinyurl.com/7nw...

    Trent Vichie & Michael Dorrell from Blackstone (NYSE: BX):
    http://tinyurl.com/6ww...

    Duncan Murdoch of Macquarie Capital:
    http://tinyurl.com/7wz...

    Richard Dunn, Head of Risk and Credit Management for Merrill Lynch?
    http://tinyurl.com/78z...

    Bryan Jacoboski, Abingdon Capital Management?
    http://tinyurl.com/79r...

    Murray Bleach of Macquarie Securities
    http://tinyurl.com/76d...

    Melissa Doering of Guggenheim Real Estate International Fund L.P.
    http://tinyurl.com/87n...

    Derek Dietrich of First Avenue
    http://tinyurl.com/7p8...

    Luke Taylor of Stonepeak Infrastructure Partners
    http://tinyurl.com/7lr...

    Ken Friedman of Houlian Lokey?
    http://tinyurl.com/73r...
    http://www.hl.com

    Others:
    Rich Gold and Peter Bruce of R.N. GOLD & COMPANY
    Fox Benton III and Steven Farber of MORENO ENERGY
    Hilmi Isikli CEO, of STELLAR TRAVEL

    http://tinyurl.com/8yn...
    May 27 03:09 AM | Likes Like |Link to Comment
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74 Comments
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