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bazooooka

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  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Ok JP I have to ask then? If you were to average down your original Million share slug know that pps is near 90% lower how would you do it? Would you go in now over the next few weeks/months?

    Would you wait for after the RS? Or would you try to work out a placement discount and round up a few dozen like minded of yourself who will put in another 100K minimum? Years back it seems you knew more than a few writing those kinds of checks.

    Why be ambiguous and speak in analogies? How should our "Army" proceed? You're the general afterall.
    Jun 17, 2014. 09:31 PM | 10 Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    RK,

    So what does your murky ball suggest now? A bottom or more pain after the RS? What would get you back into this name if you aren't already?
    Jun 17, 2014. 08:35 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    JP,

    How do you propose "Blue Horseshoe" show "love"? How does a ZRPSOD spike happen? Any ideas for the rest of us who likely already have friends and family underwater in this name. Guys like Maya in the past brought in tons of FnF money. Outside of writing articles which few hear have time or skills (or gosh forbid pumping this thing all over the Inet) what can we do if Axion doesn't give us data or pr materials. Heck, you're the best writer and industry mind on this board and even you get accused of crying wolf? Maybe we should all double down are positions (again). Too bad many can't at this point and other won't. Maybe that last part is your point.
    Jun 17, 2014. 08:32 PM | 7 Likes Like |Link to Comment
  • Revisiting Gazprom [View article]
    Sure; it's not a good swing trade but one can easily see a nice risk/reward for those with long term outlooks of 5+ years. Probably not suitable for near retirees either but anyone under 50 might wants to ask themselves if they think this thing can return to fair value in the next 15-20 years when maybe gas and oil are less relevant. I'd think yes this is a good bet and would not be surprised for it to be markedly higher this decade (heck some say this year or next).
    Jun 17, 2014. 07:59 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Wayne good points but the dollars you're talking aren't that big compared to the fact TG (and some others) take a salary that makes up to 3-5% of Axion's burn rate each. That is kind of crazy imho. Company's with very little revenues still in startup mode don't normally have CEO who's extracted many millions of salary over a decade. Sure beat social security I'm sure.
    Jun 17, 2014. 05:21 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    JP is ZRPSOD a dead theory for you now? Did the FINRA shorts #s ever end up being useful? Can you explain the historic low dollar weighted volume of late?

    Weeks/months back you had the theory that Axionistas were soaking up the Million share days. But is it possible the Million shares days were actually short covering or maybe PIPErs going net long net long with .10 to .15 cent average costs?

    I do wonder if it was Axionistas why then would everyone who liked it then - now not want to touch it?

    Heck I think only 20 grand total of real money was traded the past 3 sessions combined before today. =(
    Jun 17, 2014. 05:17 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Stef,

    I think many agree with your "accountable" sentiment. However more than a few have told me off the record that they expect change will happen without force sooner than later. I take it to mean TG likely will pass the baton at some point in the next year(s). And age would seem to be consistent with that but soon could still be year(s) though since it is TG time were talking about. Maybe even a few more broken promises from now - or hopefully some fulfilled ones and some glory to exit on.
    Jun 17, 2014. 02:17 AM | 3 Likes Like |Link to Comment
  • The Lululemon Decision: What Would A Woman Do? [View article]
    Mark, I'm glad this isn't a PTT call and I agree you have secular direction correct but there is much more risk in shorting this name now than months ago.

    KDG makes some good points on why Ms. Nuss may have the minority view. My hope is those who reads these comments (looking for shorts) realize this is not nearly a slam dunk as it was when it was trading at a P/S near 7 and a P/E above 50 not long ago.

    Short term I'm holding some of my long ago initiated puts but I watch it closely since I also foresee "potential" scenarios where this name earns over $3 in the near future. Right now I'm bearish until LULU shows they can grow online and maybe do men's wear and/or mini-store initiatives. These cult like stocks though sometimes can reboot on a moment's notice. As I stated above, shorting women's vanity is a tough game. =)
    Jun 16, 2014. 06:29 PM | Likes Like |Link to Comment
  • SodaStream Is All Fizzed Out [View article]
    Likely would be a good buy in the mid 20s as it would be ripe for a take-out. Otherwise this was a 2011-2013 play and the hot money is elsewhere now.
    Jun 16, 2014. 05:02 PM | Likes Like |Link to Comment
  • Top Micro Cap Fund Holdings And Performance [View article]
    If SATMX gets below 30 it will make a great buy. Outside of a recession 2.0 this is fund to buy on 25%+ dips. Look at its outperformance over the major indexes and how it avoided the recession of 2000-2002 and should do ok again even in the face of a sideways market for large caps unless there is a 2008 redux.

    http://yhoo.it/SOj8kF;range=my
    Jun 16, 2014. 04:16 PM | Likes Like |Link to Comment
  • The Lululemon Decision: What Would A Woman Do? [View article]
    Yes, PTT is surely late on this call - but it can fall further based on any sensible valuation metric for a company who is losing growth however I wouldn't discount a pop in the short term as some have already grabbed a quick 50% or so on their short.

    http://bit.ly/SOgWd1
    Jun 16, 2014. 03:56 PM | 1 Like Like |Link to Comment
  • The Lululemon Decision: What Would A Woman Do? [View article]
    Stan,

    Those who actually workout in their clother DO need to buy every year. But I assume many LULUers wear them out to the mall and not necessarily the gym. =)
    Jun 16, 2014. 03:50 PM | Likes Like |Link to Comment
  • Xplore Technologies: The Other Tablet Manufacturer On The Verge Of Exponential Growth [View article]
    Good to know. I asked because I have many friends in the trades but none had heard of XPLR yet they all have been using $1000+ tablets on job sites for years. I hope to get some on the ground feedback as I think this could be a nice avenue for growth.
    Jun 15, 2014. 04:27 AM | 1 Like Like |Link to Comment
  • Xplore Technologies: The Other Tablet Manufacturer On The Verge Of Exponential Growth [View article]
    John,

    What is XPLR share of the "rugged" market and what is the typical price points of these devices? Do you expect XPLR to have similar success in this area as they've had in their ultra line. Can you link any write-ups about a recent rugged design of theirs that is consider a contender for best in class. I do agree that success in the rugged line will make or break their desires on being a major play for industry. The ultra line seems niche in comparison and it not likely to get Wall Street's undivided attention on its own..
    Jun 14, 2014. 04:45 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 341 June 12 '14: Definitive Reverse Split Consent Solicitation; Q1 '1 CC Transcript & MP3 Available; Q1 '14 Filing Released;Axion Receives 4 Powercubes Order [View instapost]
    Ranma,

    You are spot on. Low volume and upcoming placement is a killer. That is why most would not touch Axion at this time. It's kind of a chicken and egg problem, but sadly JP's ZRPSOD theory isn't gaining traction anymore. This board used to have a big bad wolf in the PIPErs (and all others before them) but now there is noone to blame yet the stock languishes even in the face of brighter prospects. Axion pr is terrible and JP likely won't be writing Axion articles that get 300+ comments anymore. Maya's theory about Axionistas selling to each other and playing bumper cars seems to be more likely. These concentrators do little to attract new money and maybe at some level only exist to comfort old money and/or agitate it.
    Jun 14, 2014. 03:09 AM | 16 Likes Like |Link to Comment
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