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BugEYE

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  • Could Money Grow On Vertically Farmed Plants? [View article]
    After a quick reading of their interim report, I think they need around 5 million capital infusion to make me feel comfortable. And do they have any protection against duplicating this business model?
    Jun 6 07:48 PM | Likes Like |Link to Comment
  • Why Exide Could Be A Compelling Speculative Buy [View article]
    Exide spent around 100 million in capex mainly for future market opportunities like start-stop agms and tubulor products. CFO has stated several times in the past they only need less than 35 million capex to stay afloat.
    The real problem is will Exide sacrifice current share holders to restructure its balance sheet like C&D tech did not too long ago?
    May 13 09:45 PM | 1 Like Like |Link to Comment
  • Why Exide Could Be A Compelling Speculative Buy [View article]
    Exide bought the facility in 2000 under the reign of 'czar' Bob Lutz. And his successors have to deal with the mess today.
    May 13 09:28 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 235: May 12: Axion Power Completes Private Placement For $9 Million And $1 Million [View instapost]
    If true, the structured financing would be a disaster. I can't imagine why management would do that kind of financing if they knew a big, unexpected disappointment on the way.
    Anyway, we'll find out pretty soon.
    May 13 02:53 AM | 4 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
    If they could conduct a phase III trail with 6 people (let us not forget their partners have many employees) why would they ever want to hire extra hands now? And if the trail turns out to be good, why would you think they would not hire extra men and build a sales team while waiting the FDA's final approval as everyone complains how slowly that process is ?
    For an orphan drug, they really do not need a big sales team and a big way sales campaign.
    People's faith/aversion in a company can not change its lead drug's efficacy. That is the beauty of the game. And wise investors have multiple ways to protect their investment along the hype cycle.
    May 10 05:21 AM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 234: May 8: Axion Power Completes Private Placement For $9 Million And $1 Million [View instapost]
    I think AXPW should find a way to fix its market cap. With less than 30 Million market cap, every equity offering of 10M size is like hell. And TG really should find a way to talk more. Without enough information, how could outside investors have enough confidence to invest in this company given last three years performance?
    May 9 09:13 AM | 11 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
    Adam, you could be right with wrong reasons and I-told-ya-so is only a childish game. If you really want to help, please provide some real food for thought.
    May 8 08:05 PM | 2 Likes Like |Link to Comment
  • Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
    From an interview during ASCO 2011, Dr. Andrew Sloan described NWBO's approach as harvesting Heat Shock Proteins from the patient's tumor and creating a vaccine against them(http://bit.ly/17KFG8B).
    And I did some further searches on the net to find "tumor cell-derived HSPs could immunize against tumors, although there were no structural differences between HSPs from normal cells and from cancer cells" (http://bit.ly/15onpRk) and nobody knows exactly why.
    Very interesting technology in my opinion.
    However, all patients (3 or 4 on youtube) I traced were less than 40 years old when they received DCVax-L clinical trial I. Although there may be a number of reasons to justify my "dirty" little discovery, I landed on putting a very small part of my portfolio to join the lottery.
    May 7 09:49 PM | Likes Like |Link to Comment
  • Going Long On Arch Coal [View article]
    Is it coincidence I looked up your articles about coal sector 12 hours ago?
    Apr 18 07:20 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 226: April 8: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Futurist,

    From TG's statement "we're talking about economics of scale here with more opportunities, and now that we've redesigned some of the electronic needs that we have for our products, which you can appreciate in the early stages was overbuilt because the last thing in the world we wanted to see was a product out in the street that people could point to and say, it doesn't work. We were not going to put ourselves in that position."

    I guess in the past, Axion overbuilt the CUBE for multi-purpose use and not until recently they began tuning the CUBE for utility purpose only and talking about the economics of the new CUBE with their potential customers.
    Apr 10 08:37 PM | 5 Likes Like |Link to Comment
  • Tesla S-85 Performance - A Test Drive [View instapost]
    Rick, thanks for the report. It is a great fun to stay in the sideline watching Telsa's progression or else.

    In regarding to the tires, from Q4 CC, Mr. Musk stated " And so, we had to do some dumb things like fly tires from the Czech Republic like (indiscernible) that was, like one of the -- I want to punch myself on the face for that one."

    Maybe this kind of Czech made premium tires are planed to wear out more quickly.
    Apr 8 09:32 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 225: April 4: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Mr I
    Bravo!
    Apr 5 02:00 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 225: April 4: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    from their Q3 CC,
    "The current year includes $80 million in cash and approximately $82 million under the revolving credit facility. The amount available under the revolver excludes $30 million of the facility as a result of not meeting the required fixed charge coverage ratio. "

    from their press release today,
    " with total liquidity (cash and availability under credit lines) at March 31, 2013 of greater than $230 million."

    I think that 30 million revlover credit line annotated as "not meeting the required fixed charge coverage ratio" becoming availabe as of March 31. And 50 million FCF helped relieving their shortterm liquidity.
    Apr 4 09:32 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 225: April 4: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    Milhouse, you beat me to it.
    Is Lazard qualified as an investment bank? Anyone got something from the tea leaves? (joke intended)
    A huge fluctuation in stock price is all I can guess now.
    Apr 4 08:27 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 225: April 4: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
    About Xide:
    Exide Technologies (Nasdaq:XIDE) (http://www.exide.com), a global leader in stored electrical energy solutions, announced today that the financial advisory firm of Lazard has been retained to advise the company on financing alternatives to maximize the value of the company for all stakeholders. The company does not anticipate making any further announcements regarding its review until the process is complete. In addition, the company expects that fiscal 2013 fourth quarter free cash flow will be approximately $50 million, exceeding prior guidance of $30 million, with total liquidity (cash and availability under credit lines) at March 31, 2013 of greater than $230 million. These amounts are all subject to final audit and, therefore, could be subject to change.

    http://bit.ly/14Ruf0c
    Apr 4 06:47 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
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