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bazooooka

bazooooka
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  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    Its expected DDG will talk after the uplist. Also a New Castle gathering should be afoot.
    Oct 9 02:38 PM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    Yup, I bought LNG around 10 a decade back and held all through the down tear and finally got out with a small profit a couple summer's back yet still could of had a 8 bagger if I'd held. Although I did buy more between $4-$8 bucks. Funny how price we pay determines are buy/sell decisions, similar anchoring in real estate too.
    Oct 9 04:15 AM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    JP,

    Why has the offering been cut to 6M? Do you think the pps freefall has solely caused this? Doesn't seem like much operating capital after paying BA and then the Maxim fees. Is there any positive read on this? Have those who gamed the system shot the goose for the rest of us? And do you consider the legacy PIPErs as a part of current woes?
    Oct 9 04:07 AM | 9 Likes Like |Link to Comment
  • Quest Resource Is Turning Trash Into Treasure [View article]
    Stock doubled after its uplist and remained in the $4s for a few months. Seems like their secondary could have been timed better. Anyhow it does look like it has a chance to pop toward the warrant strikes and likely beyond.
    Oct 9 03:52 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 371 Oct. 06 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Gotcha on Sales, but what's your thoughts on the TG to DDG changeover? Are you in the "song remains the same camp" or are you encouraged by having new leadership?

    Also I had thought part of your thesis for exiting was management based. I think you even stated that you viewed management in a different light nowadays.

    I've wondered what you have learned recently compared to the days of old? Is it a hard data thing or a gut feeling that the people you thought you met in New Castle turned out different than your expectations?

    Some have even implied that maybe everything wasn't on the up and up in New Castle. It's one thing for an honest idea with honest men to go down. It's another thing altogether if people were misled.
    Oct 8 07:21 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    JP,

    Why has the price cratered in your opinion? It held $5-$8 all Spring/Summer and now it's in the $2s.

    Granted the volume is small, do you suspect the offering is/was being gamed?

    Are you expecting a quick double or triple off these lows?
    Oct 8 06:58 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 372 Oct. 08 '14: Axion Nasdaq SPO Page Up; BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014 [View instapost]
    JP,

    Why would this be so? Axion has not shown in the past that it turns its float multiple times a year.

    Right now there sure doesn't seem to be a lot of demand. Heck it used to do 2-3x this volume on a price that was 2-3x higher and even then we talked about anemic dollar volume.

    ""With a 5 million share float, normal stabilized trading volume should be about 50,000 shares a day""
    Oct 8 01:20 PM | 6 Likes Like |Link to Comment
  • Ebola Fears Have Created An Excellent Entry Point Into Aircastle Limited, Now Yielding 4.9% [View article]
    Thomas,

    Historically has this name traded near book? And do you expect the gap to close anytime soon and or trade at a premium?
    Oct 8 06:14 AM | Likes Like |Link to Comment
  • Ebola Fears Have Created An Excellent Entry Point Into Aircastle Limited, Now Yielding 4.9% [View article]
    Lake,

    This is a Billion dollar company that does Millions in daily dollar volume. SA and its 2 day lag are meaningless in a long term context. You should really ask if you want to buy a good company below book on the thesis that book is growing and that it will trade near par eventually.
    Oct 8 06:12 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 370 Oct. 02 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    This "platform" proved to be quite costly for many =(
    Oct 8 05:54 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 371 Oct. 06 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Maya, aside from a terrible price chart, why else would you now not touch this deal? Even with a warrant kicker? Is there new info you learned about the technology or is it something else that has put you off?
    Oct 8 05:52 AM | 6 Likes Like |Link to Comment
  • GT Advanced Technologies' Path Forward: Bull Case Vs. Base Case [View article]
    Matt,

    You are a smart guy and I know you are trying to make a career out of being a PTT newsletter writer. However, when GTAT went south you should have likely advised your readers to exit since the future became murky.

    I'm not sure why you wrote another bullish article when there was a significant chance that a bombshell would come on the scheduled news conference. I do know a few who stuck by this stock (and you). Had they got out around $10-12, there wouldn't have been too many financially hurting.

    But as it is now, you have many readers down 5 and 6 figures =(. Sadly, much of this was predictable after APPL passed on using sapphire in the Iphone 6 and you had the platform to tell your followers that its time to reassess and look into different opportunities.
    Oct 8 02:36 AM | 1 Like Like |Link to Comment
  • dELiA*s Is Poised To Triple [View article]
    Mark,

    Many have asked you if you have felt that PTT's expanded coverage and employees have lowered your product quality, what's your thoughts?

    I'm sure you have decent analysts, however they don't seem to be at the same level, nor background, as you. Your pick record (pre PTT) used to be much better than 66% going back to your early SA days.

    I'm not sure if the quantity over quality model is working out - yes you have lots of current subscribers - but ultimately your results will determine the future subscriber number.

    You mentioned that you didn't fully vet GTAT, and if other recent picks aren't fully initiated/vetted by you, then can we even assume that you will get 2 out of 3 correct going forward?

    Also when you talk about your lengthy track record of 20+ years and 40% annual averages, I assume you're talking about only your "own" picks, is that right? I hope to see more Gomes picks as those don't tend to end up zeros.
    Oct 8 01:02 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 371 Oct. 06 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    PY,

    You would have had ample time to take profits off the table in GTAT and maybe let the initial investment run if you liked. Axion has not allowed that for anyone. If we ever have a 5x to 10x run off the bottom then thats another story. Until then I'd take a GTAT or a PLUG anyday. Axion typically has only had 25% to 50% bounces then it goes on to new lows. Maybe the knife has quit falling but a 6M raise means this dance starts anew in 2015.
    Oct 7 10:21 PM | 8 Likes Like |Link to Comment
  • Axion Power halves size of secondary offering to $6M [View news story]
    Chris,

    This has been a great short over the past 3 years. But what do you see now that makes you think it should go lower? Do you expect it to trade down to cash levels?
    Oct 7 06:34 PM | Likes Like |Link to Comment
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