Chris, If that indeed happens - then the stock should respond if/when the product actually ships. I'm not a cart before the horse kind of guy. I'd prefer contracts over MoUs. The story seems ahead of itself (at best). If you're a proponent at these levels I'd assume you'd expect the 240M in revenue to come within a year, that'd be quite a feat indeed.
Even if Uni-Pixel is somewhere between an upstart company and a scam wouldn't the valuation alone make one want to stand clear?
For example UNXL market cap is above that of KOPN (a company that provides display technology to different oems).
I can maybe see a P/S ratio of 3+ but not the 3000 it is now+; even if Uni-Pixel does land the TI and DELL contracts - they still are looking at revenues in 10-20 million range (not 100M+) thus their market cap seems to have an extra zero on it. imho
That quote sounds like an MoU agreement. Not that those mean too much.
>>A memorandum of understanding (MoU) is a document describing a bilateral or multilateral agreement between two or more parties. It expresses a convergence of will between the parties, indicating an intended common line of action. It is often used in cases where parties either do not imply a legal commitment or in situations where the parties cannot create a legally enforceable agreement. It is a more formal alternative to a gentlemen's agreement.
Why Bitcoin's Rise Is Nothing To Celebrate [View article]
Agreed. However you will notice that the few vendors who accept bitcoins normally look at it from a number of coins perspective and not a dollar amount exchange perspective. That's why some people will seemingly pay 10x more than they would have months ago but in reality there is only a small finite number of vendors who accepts bitcoins and they base their exchanges on total bitcoin production (ie mining) and not on exchange value.
Will Kopin Benefit From The Glass Wars? [View article]
Karl,
In light of the conversation on component supplies, do you have a take on Unipixel (see below link)? Is it likely they landed a huge DELL deal as the rumor mill suggests. You seem very knowledge of display technologies so I was wondering if these guys have a credible reputation in the engineer circles you frequent.
Goldfield: No Longer A One Project Story [View article]
Geo,
I agree that the worst case this is likely a mid 2s but I don't think you'll see any insider purchases at these levels. This was a great pick but I'm not so sure it runs back to the near 300% that you had in hand.
I will dollar cost in some more if it fades from here. Otherwise thank you for the great run so far. Imho - 10xEPs usually is about fair for undiscovered names although there will be times it sells for twice that (or half).
Yup, $39 bucks for 6 bottles of decent table wine - not bad. Especially since you'll have a 10 credit to get the deal again for $39. Also I'd think this would make a great gift for those who don't value wine even at this reduced rate. Most of my friends would think this a great present or maybe I now can go to 6 dinner events and never appear empty handed =)
Axion Power Concentrator 224: April 2: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
JR, TG and Axion don't control stock price. You as an investor (and others) do. If you were to drop in 100k at market tomorrow it'd go up - I assure you. As far as winning the game, I doubt it's even halftime yet and certainly not a playoff do or die game. Axion has multiple irons in the fire.
Yup, the industry seems to be in trouble. Heck, INTX is no slam dunk and I don't think the dividend makes up for its downside either.
However, LOCK looks very frothy and INTX's 65% fall since 2011 seems like the likely outcome for LOCK as well.
Unless they can somehow grow revenues at 15%+ plus quarter over quarter, most would suggest that LOCK trading at a market cap over 300 times last quarter's profits is insane.
Heck maybe they can roll-up the rest of the industry in short order or the bubble meets a pin -imo. Also 129M in Goodwill and 50M in intangibles don't cushion investors too much here.
Shorting is tough but this want might be worth a speculative put.
Axion Power Concentrator 221: Mar. 24: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Alpha and Batt,
Can you guys point to me toward a CC or PR in the past where TG said the carbon sheeting was fully automated? I never assumed it was and in fact had heard on these boards that it was very labor intensive.
Where does the idea of "remiss" or "lying" come from? Regardless of one's past assumptions I don't see how this huge jump in efficiency can be seen as anything less than a resounding positive piece of news.
Caveat Emptor Beckons [View article]
If that indeed happens - then the stock should respond if/when the product actually ships. I'm not a cart before the horse kind of guy. I'd prefer contracts over MoUs. The story seems ahead of itself (at best). If you're a proponent at these levels I'd assume you'd expect the 240M in revenue to come within a year, that'd be quite a feat indeed.
Caveat Emptor Beckons [View article]
Even if Uni-Pixel is somewhere between an upstart company and a scam wouldn't the valuation alone make one want to stand clear?
For example UNXL market cap is above that of KOPN (a company that provides display technology to different oems).
I can maybe see a P/S ratio of 3+ but not the 3000 it is now+; even if Uni-Pixel does land the TI and DELL contracts - they still are looking at revenues in 10-20 million range (not 100M+) thus their market cap seems to have an extra zero on it. imho
Caveat Emptor Beckons [View article]
>>A memorandum of understanding (MoU) is a document describing a bilateral or multilateral agreement between two or more parties. It expresses a convergence of will between the parties, indicating an intended common line of action. It is often used in cases where parties either do not imply a legal commitment or in situations where the parties cannot create a legally enforceable agreement. It is a more formal alternative to a gentlemen's agreement.
Uni-Pixel: Following The Money [View article]
I hope you dig deeper on this one. You may be surprised. I did enjoy your "reefer madness" articles.
Why Bitcoin's Rise Is Nothing To Celebrate [View article]
Will Kopin Benefit From The Glass Wars? [View article]
In light of the conversation on component supplies, do you have a take on Unipixel (see below link)? Is it likely they landed a huge DELL deal as the rumor mill suggests. You seem very knowledge of display technologies so I was wondering if these guys have a credible reputation in the engineer circles you frequent.
thx
http://seekingalpha.co...
Goldfield: No Longer A One Project Story [View article]
I agree that the worst case this is likely a mid 2s but I don't think you'll see any insider purchases at these levels. This was a great pick but I'm not so sure it runs back to the near 300% that you had in hand.
I will dollar cost in some more if it fades from here. Otherwise thank you for the great run so far. Imho - 10xEPs usually is about fair for undiscovered names although there will be times it sells for twice that (or half).
UniPixel: What's The Deal? [View instapost]
Wine Arbitrage [View instapost]
Axion Power Concentrator 224: April 2: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
TG and Axion don't control stock price. You as an investor (and others) do. If you were to drop in 100k at market tomorrow it'd go up - I assure you. As far as winning the game, I doubt it's even halftime yet and certainly not a playoff do or die game. Axion has multiple irons in the fire.
Unlocking The 'Value' Of LifeLock [View article]
However, LOCK looks very frothy and INTX's 65% fall since 2011 seems like the likely outcome for LOCK as well.
Unless they can somehow grow revenues at 15%+ plus quarter over quarter, most would suggest that LOCK trading at a market cap over 300 times last quarter's profits is insane.
Heck maybe they can roll-up the rest of the industry in short order or the bubble meets a pin -imo. Also 129M in Goodwill and 50M in intangibles don't cushion investors too much here.
Shorting is tough but this want might be worth a speculative put.
Dear Investment Bankers: Suspect IPOs Will Close The Window So Please Stick To Quality [View article]
Portfolio Housekeeping [View instapost]
Do you like it near book as a spec. play? Any chance they get another hit or is the stock dead money now that Zumba and the Wii are fading trends?
thx
Looksmart Is Worth More Than Its Cash [View article]
Axion Power Concentrator 221: Mar. 24: Axion Power Completes New Continuous Roll Carbon Sheeting Process [View instapost]
Can you guys point to me toward a CC or PR in the past where TG said the carbon sheeting was fully automated? I never assumed it was and in fact had heard on these boards that it was very labor intensive.
Where does the idea of "remiss" or "lying" come from? Regardless of one's past assumptions I don't see how this huge jump in efficiency can be seen as anything less than a resounding positive piece of news.