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  • Synthetic Biologics: Key Insider Increases Position, Here's Why We Should Too [View article]
    Not sure I see Insider Buying. Randall received $3M FREE shares in exchange for a collaboration. Where are the purchases? Have other insiders purchased in any significant way?
    I believe the last time Randall made a significant purchase of SYN was several years ago when a secondary went off at $1.00. There was plenty of opportunity for anyone to buy at that time. I did, assuming if Randall was putting in several million dollars, then it was opportune. Would love to see him do the same once again.
    Sep 15, 2015. 01:43 PM | Likes Like |Link to Comment
  • ClearSign Combustion's California Opportunity [View article]
    Nice article. Following ClearSign and Natcore, but think both need partners to do the financial heavy lifting. Would be very interested if either achieve an alignment with a bigger guy. You might want to familiarize yourself with Tecogen and Blue Earth, which are pollution control/energy efficiency plays, but "established" (TGEN - same guys who started Thermo Electron) or about to be (BBLU - NEWCO being established, all-star mgt team/California Utilities BOD in place, will run after Labor Day). All 4 companies point to the enormous opportunity in the downstream user side of energy generation/efficiency.
    Aug 19, 2015. 10:36 AM | 1 Like Like |Link to Comment
  • IGI Labs: A Conviction Buy For 2015 [View article]
    OR, they use the raise to buy an existing plant and purchase/modify equipment. Timeline to production 18 months, or under. Either way, the share price may be overpriced at $10 with these unknowns.
    Mar 6, 2015. 03:18 PM | 1 Like Like |Link to Comment
  • IGI Labs: A Conviction Buy For 2015 [View article]
    Assuming $150M revenue 2017, if market cap is 3x sales, we are still at approx. the same share price? They'll need to use this loan to really bust out, with more significant acquisitions to multiply sales even faster. Its finally a solid growth story, but 'billions' in market cap will require a different approach than the incremental one they are applying. They/stock price may be a little ahead of itself here. Would be a great pickup again $6-7 on a market pullback. In from $10 to $.60, and now back to $9. A very hard 15 year ride. Nice article.
    Jan 1, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • Vycor Medical: A Hidden Medical Device Gem [View article]
    I believe at a recent conference their CEO mentioned a couple of upcoming events, including test results from Cornell U. The audio is no longer on their website. Anybody remember what was presented additional to what is included in this article?
    Jul 10, 2014. 02:44 PM | 1 Like Like |Link to Comment
  • CCA Industries Is A Classic Value With A Catalyst Special Situation [View article]
    This company is in permanent decline. Nothing can stop that. It can lessen it losses, but it can't prevent continuing discontinuations at its largest customers. It has 3rd rate items that are each rounding errors in their customers' volumes. The weight loss products bought it an extra 5 years life, but that wave has passed. They have to give away the store just to stay on shelves. Not a promising scenario. Be bought, or be gone.
    Jun 24, 2014. 07:05 PM | Likes Like |Link to Comment
  • Still Several Reasons To Remain Long Amarantus [View article]
    JN, great update. Can you provide a $range for "blockbuster"?
    'Eltoprazine ... if Amarantus can confirm these secondary improvements in patients, the drug has blockbuster potential in our view'
    Apr 9, 2014. 02:32 PM | Likes Like |Link to Comment
  • Don't Sweat North Atlantic Drilling's Debt Load [View article]
    Why would management have the div recently increased when the opinion is that now it may have to be decreased?
    Mar 24, 2014. 09:17 AM | 1 Like Like |Link to Comment
  • Marathon Patent Group Continues To Evolve [View article]
    This company is gearing up the Big Mo. With each campaign it creates bigger mass, and greater momentum for ever quickening revenues and profits, with fatter margins on static overhead costs. And Spangenberg sees to it that the pipeline is constantly stuffed with premium enforcement picks. How big can it eventually get, with such a low float, is the question.
    Mar 11, 2014. 09:49 PM | Likes Like |Link to Comment
  • Will Seadrill Be Able To Sustain Its Dividends? [View article]
    E.Gue seems to agree with you. He has a buy <$32. He reco'd selling at $47. Quite the call.
    Feb 15, 2014. 11:46 AM | Likes Like |Link to Comment
  • Neuralstem: Sizing Up Potential Key Events Of 2014 [View article]
    Very nice article. There is another ALS company with trials to begin over the next month at Mayo, Mass General, U Mass, Hadassah (Israel), with a number of patients who have previously experienced excellent post op results, BCLI (Brainstorm). Wondering if you are aware of, and what your thoughts are relative to CUR. Thank you.
    Jan 29, 2014. 10:33 AM | 2 Likes Like |Link to Comment
  • Cellceutix Is Significantly Undervalued Considering The Value Of Brilacidin [View article]
    Well-composed article. Perhaps CTIX HQ would be well served to review it as well.
    Jan 28, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • TAT Technologies: New Ownership And Resolved Headwinds Present Compelling Upside [View article]
    Didn't TAT pay a dividend at one point? When conceivably could that be a possibility again, if ever?
    Aug 24, 2013. 09:37 AM | Likes Like |Link to Comment
  • Sprott Resource Corp. - 11% Current Yield [View article]
    Very helpful article. But, without a deeper discount to NAV, not sure there isn't further downside due to weaker market trend and further gold slippage. This puts things in perspective.
    Jun 26, 2013. 09:44 AM | Likes Like |Link to Comment
  • Brainstorm's Breakthrough ALS Clinical Data Shows The Promise In Stem Cell Therapy [View article]
    gamida? wasn't this part owned by emitf - elbit medical..not sure what happened.
    Mar 28, 2013. 10:57 AM | Likes Like |Link to Comment