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The_Hammer

The_Hammer
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  • The Bubble's Name Must Be Godot: We Keep Waiting And Waiting [View article]
    why bother invest in stocks, everyone else is piling into the total stock market index and assets are soaring at vanguard. It is the biggest and hottest fund. Lots of boasting and confidence now. Great time to be cautious!
    Lets see. in 2008-2009 investors were cr@pping their pants and selling in mass and now they are buying with abandon into US index funds. use some common sense folks.
    Aug 21 10:35 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #37 [View instapost]
    where do u have that large cash hoard stashed? would be kind of reluctant to hold all in mm's being the talk of bail ins.
    Aug 20 02:26 PM | Likes Like |Link to Comment
  • Daily State Of The Markets: The Valuation Debate - Robert Shiller Is Very Worried [View article]
    i sold some cuz it has become expensive and like many other big caps been feasting at the stock buyback trough a little to much. Not much to buy tells me things are on the high side. just common sense. Another one that is coming up to the plate is adm. purchased 2002 at 12 try to sell half when it hit like 44 or so missed selling by a few pennies. then it collapsed back down to 12 in 2008-09 reinvest every dividend. maybe time to take some off this plate.
    The time to get greedy is NOT now. we got a sovereign debt bubble, a bond buble, a stock bubble housing bubble (maybe not such a bad idea not having to much in cash at a big bank) now and complacency bubble. A bubble in govt propaganda pouring out every govt level. Even a bubble in attitude at college finance departments. Try asking this group a question about a college tuition bill or getting them to remove a non mandatory fee for a non-profit organization put on the bill. I gotta get a signed waiver by the student to talk about the bill with a rep. lol! Big time attitude bubbles going on at college finance depts.
    Aug 20 01:13 PM | Likes Like |Link to Comment
  • Daily State Of The Markets: The Valuation Debate - Robert Shiller Is Very Worried [View article]
    well what this long term investor did today is sell "some not all" wm at all time highs which was purchased about 15 yrs ago about the time of the company's acctg debacle.
    Complacency is in a bubble now.
    Aug 20 12:35 PM | Likes Like |Link to Comment
  • Aemetis: Solvency Concerns And An Upcoming Equity Offering [View article]
    the response to s-3 filing seems to be lacking. would need to listen to again.
    Aug 14 05:09 PM | Likes Like |Link to Comment
  • Aemetis Still Looks Like A Winner [View article]
    Thanks and yes i posted item 5 already on the shorts article. there is no reason for panic, but informed know this company has to raise some capital to remove or greatly reduce the shark loans.
    Aug 14 02:06 PM | Likes Like |Link to Comment
  • Aemetis Still Looks Like A Winner [View article]
    The third eye debt comes due July 2015. Not tomorrow not next week not next month. get it.
    the equity holders MUST sell some stock to rid themselves of these shark loans total 57.5 mil at end of june 2014 and end of march 2014 was 66.5 mil so progress has been made.

    What is all optimistic models mean?
    Anyone around for a while knows businesses fluctuate as does priofitability/margins.
    Subsidies in india went to zero? where did that come from?

    These shorts have been scrambling for a few days now after this bs article was written. All it was is mainly a rehash of past info. Anyone who has made an effort knows this industry went down the toilet 5 years ago and that loans are at ridiculous rates (14% and 17%). this company has been clawing their way back.

    My suggestion to ceo is do a rights offering real fast and then do a public smallish offering. easily can cover a good portion of these shark loans. See u later shorty.
    $9 now (didn't think that would happen with this pile on did ya) if they can get 7 not all that dilutive once the sharks are sent packing.
    Aug 14 12:27 PM | Likes Like |Link to Comment
  • Why Rowan Companies Deserves A Re-Rating: $57 Target Price [View article]
    Nice work addressing JU market and company financials. However i do think your target price is aggressive. fyi rdc traded at about 50% bv in early '09 and believe no good will at that time. what is tangible bv now?
    out of the 73 JU spec rigs how many are being built by the big public players vs small speculators? How many new build JUs have been cancelled in last 6 months?

    will rdc benefit from this : Mexico expects $50.5B in investment after opening energy industry
    Aug 14 08:15 AM | Likes Like |Link to Comment
  • Aemetis Still Looks Like A Winner [View article]
    First of all this company is not overly indebted based on current cashflows. It is the terms of the debt which are the problem. The lender has been renegotiating with AMTX all along with current shark loan rates at 14% and 17% and they come due 7/2015 so they will grab more and more as they are in the driver seat. AMTX will have to sell shares to cover some of this debt so they are not subject to these loans anymore. Yes the company will face some dilution but at the benefit of removing the massive high interest loans lenders which are attached closely. Speculating 5-6 mil shares sold at 6 or 7 bucks maybe higher (less shares required) would be a positive--maybe a rights offering to current shareholders first would be best route. Share count would push share count over 25- 26 mil not all that bad to straighten out the balance sheet and get rid of this shark loans.
    Aug 13 04:56 PM | Likes Like |Link to Comment
  • Aemetis: Solvency Concerns And An Upcoming Equity Offering [View article]
    Up another 20%. Yikes!
    Aug 13 02:58 PM | Likes Like |Link to Comment
  • Aemetis: Solvency Concerns And An Upcoming Equity Offering [View article]
    Just cracked $8 bucks up 20%.
    Aug 12 03:01 PM | Likes Like |Link to Comment
  • Aemetis: Solvency Concerns And An Upcoming Equity Offering [View article]
    This guy brings up alot of past happenings and totally imbalanced report to spook investors in a mad panic.
    those hedgeye debts mature in July 2015.
    Term notes 7.3 mil
    Revolving credit fac 23.6 mil
    Revenue partic term notes 10 mi
    Acq term notes 17.5 mil
    The company generated about $20 mil in cash from op in first 6 months so the company is making cash right now.
    REgarding internal controls page 34 10Q Q2
    Item 4. Controls and Procedures.

    Evaluation of Disclosure Controls and Procedures.

    Management (with the participation of our Chief Executive Officer (“CEO”) and Chief Financial Officer (“CFO”)), carried out an evaluation of the effectiveness of the design and operation of our disclosure controls and procedures, as defined in Rules 13a-15(e) and 15d-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”). Based on this evaluation, our principal executive officer and principal financial officer concluded that, as of the end of the period covered in this report, our disclosure controls and procedures are effective to ensure that information required to be disclosed by us in reports that we file or submit under the Exchange Act is recorded, processed, summarized and reported within the time periods specified in Securities and Exchange Commission rules and forms and to ensure that information required to be disclosed by the Company in the reports the Company files or submits under the Exchange Act is accumulated and communicated to the Company’s management, including its principal executive and principal financial officer, to allow timely decisions regarding required disclosures.
    tem 5. Other Information.

    On July 1, 2014, the January 2014 Sub Note and two January 2013 Sub Notes with two accredited investors were amended to extend the maturity date until the earlier of (i) December 31, 2014; (ii) completion of an equity financing by AAFK or Aemetis in an amount of not less than $25.0 million; (iii) the completion of an Initial Public Offering by AAFK or Aemetis; or (iv) after the occurrence of an Event of Default, including failure to pay interest or principal when due and breaches of note covenants. A 10 percent cash extension fee was paid by adding the fee to the balance of the new Note and 118,107 in common stock warrants were granted with a term of two years and an exercise price of $0.01 per share.

    Yes there is an equity offering filing. This guy is also a smart @SS to continually knock "retail" investors.
    Disc neither short or long but watching for an opportunity to maybe go long.
    Aug 11 07:47 PM | Likes Like |Link to Comment
  • GM Financial receives subpoena over subprime auto loans [View news story]
    where is corzine and his stooge underlings?
    Aug 5 07:18 AM | 1 Like Like |Link to Comment
  • Parting gift from Benmosche as AIG beats and boosts buyback [View news story]
    Buying back stock with all prudently available funds should be done at such discounts to bv. this is the time to do buybacks.
    Aug 4 05:26 PM | Likes Like |Link to Comment
  • Systemic Risk Forum [View instapost]
    think a '75 chevy blazer with 350 will do the job. hehehe
    Jul 29 08:46 PM | Likes Like |Link to Comment
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