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bazooooka

bazooooka
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  • Brother-In-Law Investment Ideas [View instapost]
    Chris,

    Thank you for the update. What do you think the real odds of the CVR payoff are now?

    Not great AUM growth in 2014 but still looks like they may get to a near double of the AUM when comparing end of 2013 to end of 2016. I for one am hoping for an AUM over 3B next August when you update this one again.
    Aug 13 07:52 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 357 August 10 '14: S-1 For $15MM Share Issuance; Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO [View instapost]
    JP,

    I'm not so sure its a good thing that big names have already vetted Axion - I'd rather hear that we are just now making their radar.

    Heck, if family offices have already heard the Axion story over the past 3 years (and presumably did additional DD), what does it say about Axion when the price is down 90% since Spring 2011 and 75% since Winter 2013?
    Aug 13 07:31 PM | 5 Likes Like |Link to Comment
  • Loral's Next (And Last) Chapter [View article]
    I like the idea better now than I did in late 2012. Risk/reward if near 5x upside to downside. If this dips into the 60s again I may have to overweight more.
    Aug 10 11:31 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 356 August 7 '14: Changed Loan, IP-Secured MDA; David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved [View instapost]
    EM,

    You can/should call Bob. That should put it to rest for you. It is not hard to find his number.

    That said, this board should be happy to have another high level contributor even if his identity emergence came in an unorthodox way.
    Aug 10 02:53 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 354 July 31 '14: David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved; Q1 '1 CC Transcript & MP3 Available [View instapost]
    Thanks BW. You have done a ton for the Axionstas. I'm sorry your reward weren't commensurate.
    Aug 2 07:05 AM | 6 Likes Like |Link to Comment
  • Cutting Through The Multicultural Nonsense [View instapost]
    Great story all around. Luckily, your grandfather didn't go into the car business or we wouldn't have your shared insights.
    Aug 1 07:36 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Chris, where do you now handicap the odds of hitting milestone 1 and 2?

    And is it mostly an all or nothing play on the FDA appeal or do you assign a non-trivial percentage to the non-US sales numbers getting over threshold level on their own?
    Aug 1 06:38 PM | 1 Like Like |Link to Comment
  • GCVRZ Forum [View instapost]
    big,

    Approval would send the stock up many fold. I'd think right now the market is pricing in approval at 5-10%. I'd think an FDA overturn on this one is much higher - although historically the appeals do offer meager probabilities. Good risk/reward here but realize the risk case means a likely zero on our investment.
    Aug 1 06:08 PM | Likes Like |Link to Comment
  • Only One Thing Lacking In GoPro [View article]
    For those who were calling this a $50 stock. How do you get there? Topline isn't growing much above 25%. This will take till decades end to get to 3B sales. To give it a 6B valuation in 2014 seems very frothy.

    Maybe growth picks up with media, and maybe margins improve, but this looks like a $30 stock and even that is a big revenue multiple for an electronics company (regardless of brand value).
    Jul 31 08:09 PM | 1 Like Like |Link to Comment
  • Why I'm Holding On to Korean Game Developer Gravity [View article]
    Jae,

    Might be worth a flyer again at 80 cents now that its half off a seemingly worst case scenario.
    Jul 31 07:55 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Sumi,

    Twas not too far from expectations on this board.
    Jul 31 07:52 PM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    I'm afraid of confirmation bias but I too dreamed of such a rosy scenario - but then again we are dealing with a government agency, so who really knows how it ends.
    Jul 31 01:51 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 352 July 24 '14: David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved; Q1 '1 CC Transcript & MP3 Available [View instapost]
    JP,

    What do you attribute the 1.6M shares traded on Friday too. A retailer bailing out?
    Jul 27 05:29 PM | 3 Likes Like |Link to Comment
  • Investors Will Go Loco For El Pollo Loco IPO [View article]
    Yes demand was strong but I suspect many retailers who bought above 20 will have a much tougher time grabbing a quick 30%-50% compared to those who sold the ipo shares for easy gains. Fwiw, many of the casual diners end up going back below their ipo price at some point. If LOCO breaks $15 I'll circle back. Congrats to anyone who got ipo shares and flipped near the mid 20s.
    Jul 26 07:52 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 352 July 24 '14: David DiGiacinto Appointed Chairman And CEO; Share Reverse Split And Authorized Share Reduction Approved; Q1 '1 CC Transcript & MP3 Available [View instapost]
    JP,

    What Axion needs is "buyers". Its sad that modest selling can overtake demand. Hopefully the new CEO can "make some noise" soon. Placement fears may have been premature in the Spring but now the drumbeat can be heard by most and I imagine we have already lost some more Axionistas.
    Jul 26 07:37 PM | 10 Likes Like |Link to Comment
COMMENTS STATS
2,353 Comments
483 Likes