Seeking Alpha

gmmpa

gmmpa
Send Message
View as an RSS Feed
View gmmpa's Comments BY TICKER:
Latest  |  Highest rated
  • For Avita, 'NICE' Decision In September Could Be Huge [View article]
    I share the frustrations with the commenters here. I though the change in the CEO last year would make a difference with Avita. It has an amazing product with many examples of positive medical successes. Yet the stock price has barely moved in 2 years.

    I have issues with the design of this clinical trial. Is this the way it was structured in the other countries in which its products were approved? I would like to see a better faster strategy for the USA market. I also believe Avita should be properly listed on a major US exchange including a better strategy for growing company visibility in the USA.
    Aug 8 09:24 PM | 1 Like Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    K1smet... I use a windows laptop. Android tablet and Android smartphone. That is it. I am also an Apple stockholder and Goggle stockholder. I have had no trouble using or synchronizing any emails and calendar content from 3 different Verizon emails and one Gmail account with me android devices. I have never had any problems with any of my chosen android Apps. I only use those that have many likes in review.

    I recently went to an out of town wedding. The wedding and reception location was 5 miles from the hotel. 45 of us used our smartphone GPS app to get to the wedding. There was a detour in the road leading to the wedding. Half of us were late to the wedding. The half that use Apple GPS map functions on their smartphones.

    Who gets most of the revenue for ad clicks is not important for end users. The number of free apps and whether they do the job is. How hard the app developer works to tap the Android revenue stream is the cost of doing business to access millions of end users. What does the developer get from Apple for his same work? Why should I the end user care about his pain? My concern is cpu speed, battery life, screen and camera resolution, storage, memory and device navigation, and of course phone voice reception.
    Aug 8 02:12 PM | Likes Like |Link to Comment
  • Apple And Me: Why I Finally Bought Some Apple Shares [View article]
    @toobad41... Judging by your comment you should not be buying common stocks for yourself. Looking back is only good if you can use the memory to help you learn WHY you didn't invest in Apple in lieu of doing something else with your money. It is OK not investing because you didn't have the disposable income and couldn't afford it at the time. It is NOT if you chose to buy a $3000 Macbook pro instead of the Apple stock. One is called consumption (spending) the other is called investment (capital spending).

    Problem we have is too many in America don't know the difference and think it is all the same.

    Aug 4 08:33 AM | 1 Like Like |Link to Comment
  • Apple And Me: Why I Finally Bought Some Apple Shares [View article]
    Just curious... You know a lot about the product release dates from 84 thru 87. What was the pre-split stock price of Apple at the start of those years? That may be useful to some. Then again maybe neither would be useful to anyone.
    Aug 3 08:40 PM | Likes Like |Link to Comment
  • Northern Graphite Soars On No News: It's Time To Take Profits [View article]
    Gtoz... Who knew... You would never know by reading the NY Times and watching CNN. Some think that Mexico is really part of Texas. Perhaps next year it will be :-(

    http://bit.ly/WTBcwE
    Aug 2 08:37 PM | Likes Like |Link to Comment
  • Northern Graphite Soars On No News: It's Time To Take Profits [View article]
    Ben, I did a little more research on the nature and properties of graphite, its uses and major sources worldwide. It seems to me that there are more than a few variables to consider in assessing the value of the different grades of graphite ore for industrial uses. The properties of the graphite varies greatly and so does the industrial needs associated with them. Currently major suppliers of graphite are North and South Korea in Asia and Austria in the Europe and Mexico in Central America which is the largest supply to US manufacturers. No significant supply in North America. Also the large and extra large flake properties is extremely rare and currently command a premium in the market place for some unclear manufacturing reason.

    Most of the Austrian supply is used by the EU countries. It would follow that most of the Korean supply would be used by China and Japan. Even without considering transportation costs or the different properties of the ore a larger North American supply would be more cost effective for American manufacturing even at lower worldwide graphite prices. This does not even considering the important of the different uses for the different grades of ore.

    Your article seems to imply that the PEA could be as much as 35% off and that project funding could be harder to obtain cheaply even with a contracted buyer for the supply without diluting the stock. I disagree. There is a large amount of funding sitting on the sidelines waiting for the right projects especially when the American economy picks out after 2015 when we get a more business friendly administration. PEAs can be improved by drilling more assessment holes to placate the investments thought it will increase the cost of the project. The need to do that is pure speculation.

    I still think it is much too early to take profits in this project until there is more news on how this project will play out. I think it has much more upside than you give it credit for. Especially if you have to sell a large long position into this current low volume trading environment.
    Aug 2 09:02 AM | 1 Like Like |Link to Comment
  • Northern Graphite Soars On No News: It's Time To Take Profits [View article]
    One can never argue with anyone taking profits. However, if one buys a micro cap mining stock as speculation it is not unreasonable to look for a double to cover the lost opportunity costs of taking the position. Northern Graphite like most start up micro cap mining companies have all the risks you listed. Some projects could take 10 years to go from start to finish. The last stage to get the funding for mining operations and support from the locals to proceed is a major risk.

    This stock traded at $3+ / share in the past. You should probably take profits if your basis is under .50 cents, however, $2 / share is not unreasonable from where it is trading now as a speculative bet. The 50 EMA has only recently cross the 200 EMA a week ago. It is trading a little further above its 200 EMA so it is reasonable to believe it will pullback, but from these technical data my bet is that it will go higher and on any positive news like Northern is entering into negotiations with a major miner or a VC for funding or acquisition talks.

    I will sell on the news not at these levels.
    Jul 31 09:15 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Condensate Leaves U.S. Shores As Industry Demands Export Guidelines [View article]
    Regarding PAYPAL... It is an excellent business model. I believe it could be a player in the future of electronic payments through smartphones. Expansion into Europe will move its growth faster there than in the USA. The Europeans are further along in the uses of smartphones than in America. It is only a matter of time before Ebay will cut it loose to grow on its own. Meg Whitman's decision to acquire PAYPAL was great for EBAY shareholder value, but it stunted PAYPAL's growth into the financial and retail sectors. I love to use PAYPAL in retail purchases whenever the retailer accepts PAYPAL electronic payment settlement in lieu of direct credit or debit card payments. I have used it many times for international purchases involving foreign exchange.

    I would consider it for my portfolio if PAYPAL ever goes public. I will continue watching how this unfolds for both EBAY and PAYPAL. I am on board with Carl Icahn on this one.
    Jul 31 07:22 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Condensate Leaves U.S. Shores As Industry Demands Export Guidelines [View article]
    To paraphrase a statement from Margret Thatcher... This is what happens in Socialist economies when you run out of other people's money. Sadly Argentina was one of the biggest economies in the early 20th century. South and Central American governments should pay attention. Then again maybe so should those in North America.
    Jul 31 06:59 AM | 22 Likes Like |Link to Comment
  • Apple begins Beats restructuring [View news story]
    This must be close to 50% of Beats staff. Welcome to the realities of the M&A in today's model work force. Apple paid a high price for Beats. Integration of redundancy is a necessary move to make the deal work for Apple sharehold value. I suspect that the Beats brand will also disappear over time in favor of the stronger Apple brand as new audio products are introduced by Apple.
    Jul 31 05:50 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Saudi Stock Market, Apple Orders, Chipmaker News [View article]
    Actually txwoodworker do yourself a favor... you should not get your economic theory from FOX news, CNN, CNBC, certainly not the print news media or DCCC, or congressional government propaganda releases. You should spend some time doing basic readings from Milton Friedman or even Paul Samuelson who was a keynesian. At least take the time search YouTube and view the 10 part Milton Friedman videos serious before posting your thoughts on government's contributions to GDP.

    Government money printing and spending is not real capital investment. A central planning government historically has never been able to allocate economic resources as efficiently as the private sector. Socialism and Communism and it has never worked. You may have heard that before. It is the truth. Just look at what is happening in Argentina and Russia. America and the UK are heading in the same direction right of the cliff.
    Jul 30 11:41 PM | 2 Likes Like |Link to Comment
  • Apple And Me: Why I Finally Bought Some Apple Shares [View article]
    As the song goes: "You got to know when to hold th'm, You got to know when to fold th'm, Don't count your money until the game is over"... Something like that.
    Jul 30 10:15 AM | Likes Like |Link to Comment
  • Apple's Xiaomi Problem [View article]
    @ bjnflicks... As a consumer that does not own an iPhone please tell me how the Android is far inferior and slipping farther behind? Which Android phone are you talking about? What features are you talking about. This is a serious question not intended as a slap down of your comment. Seriously... Why should I buy an Apple iphone?

    I am long Apple so I believe Apple will go higher, but as a consumer I do not understand what you are talking about. Do you own Apple stock and trying to pump the stock or do you own just iphones? Are you planning to grade to the new iphone 6? Why? You don't even know its specifications other than it has a half eaten Apple logo on its bigger case.
    Jul 29 10:47 PM | 2 Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    hey macho...iavelli, The problem with Obama is the idiots in Congress that wouldn't cut Obama's funding, wouldn't impeach him, or challenge a single illegal executive order is has made or planning to make through 2016. I did put him in office and have sent campaign donations to every GOP Senate primary candidate in every state that ran a decent candidate against any incumbent Senator that is the sort of this problem. I can do no more then that.

    What have you and Mr. "Dubya has an MBA from Harvard" above done to fix the problem! Just for his information I graduated from the Wharton school at the U of P which still has a business mind set instead of the liberal crap taught at Harvard, Colombia, and Brown, and you my friend will certainly lose your bet on the latter. So... you, he, and Paul Krugman should keep working at blows hot air on the comments page of SA and the NY Times to anyone willing to listen to your baloney because you guys will surely NEVER get rich!

    There now... I wasted my time responding here and did what I said hate... add another worthless comment on SA.
    Jul 29 10:52 AM | 1 Like Like |Link to Comment
  • Northern Graphite Company (H2 2014 Update) [View article]
    Batteries and pencils are not the only future uses for graphite. It is my understanding that graphene is an upcoming technology for large flake graphite. http://bit.ly/1gfixjo

    I could be wrong, but isn't Bissett Creek the only American based graphite mining project? The strategic value alone is a good reason to see that this project is successful.
    Jul 29 08:18 AM | Likes Like |Link to Comment
COMMENTS STATS
489 Comments
514 Likes