The GeoTeam's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/360252/comments http://seekingalpha.com/article/1384321/comments?source=feed#comment-18291181 18291181 Tue, 30 Apr 2013 18:19:49 -0400 http://seekingalpha.com/article/1069121/comments?source=feed#comment-18128561 18128561 http://bit.ly/ZpgJO4]]> Fri, 26 Apr 2013 10:10:08 -0400 http://bit.ly/ZpgJO4]]> http://seekingalpha.com/article/1113301/comments?source=feed#comment-17733721 17733721 EOPN) position on 4/3/2013, the stock slightly missed on its fourth quarter numbers for fiscal 2013. The company has offered first quarter fiscal 2014 guidance that is significantly less than analyst estimates. It has attributed this to operational changes which the company expects to benefit from in the second half of fiscal 2014. Our Premium Members may recall that we sold EOPN due to the risk that we saw from being long SaaS companies in the current volatile market. We will revisit in the future. The stock is down sharply in early trading.]]> Wed, 17 Apr 2013 10:14:58 -0400 EOPN) position on 4/3/2013, the stock slightly missed on its fourth quarter numbers for fiscal 2013. The company has offered first quarter fiscal 2014 guidance that is significantly less than analyst estimates. It has attributed this to operational changes which the company expects to benefit from in the second half of fiscal 2014. Our Premium Members may recall that we sold EOPN due to the risk that we saw from being long SaaS companies in the current volatile market. We will revisit in the future. The stock is down sharply in early trading.]]> http://seekingalpha.com/article/1069121/comments?source=feed#comment-17536491 17536491 Fri, 12 Apr 2013 09:39:39 -0400 http://seekingalpha.com/article/1314041/comments?source=feed#comment-17248641 17248641 Fri, 05 Apr 2013 00:28:57 -0400 http://seekingalpha.com/article/1314041/comments?source=feed#comment-17248541 17248541 Fri, 05 Apr 2013 00:19:54 -0400 http://seekingalpha.com/article/1314041/comments?source=feed#comment-17110101 17110101 Tue, 02 Apr 2013 10:22:10 -0400 http://seekingalpha.com/article/1302171/comments?source=feed#comment-16877151 16877151 Wed, 27 Mar 2013 10:31:25 -0400 http://seekingalpha.com/article/1302171/comments?source=feed#comment-16858291 16858291 Tue, 26 Mar 2013 23:01:36 -0400 http://seekingalpha.com/article/1302171/comments?source=feed#comment-16852081 16852081
I have to give it to you Matt. Your article was well constructed if was intended to ilicit a response from investors by insinuation, but poorly written as it fails to explain the dynamics of what is going on at GV and other firms benefiting from a favorable industry trend.]]> Tue, 26 Mar 2013 19:29:56 -0400
I have to give it to you Matt. Your article was well constructed if was intended to ilicit a response from investors by insinuation, but poorly written as it fails to explain the dynamics of what is going on at GV and other firms benefiting from a favorable industry trend.]]> http://seekingalpha.com/article/1295891/comments?source=feed#comment-16832091 16832091
That being said, other SaaS stocks exist that offer considerable upside if their business plans stick. SLTC being one of them.

Good Luck]]> Tue, 26 Mar 2013 13:01:24 -0400
That being said, other SaaS stocks exist that offer considerable upside if their business plans stick. SLTC being one of them.

Good Luck]]> http://seekingalpha.com/article/1295891/comments?source=feed#comment-16820261 16820261 Tue, 26 Mar 2013 09:36:33 -0400 http://seekingalpha.com/article/435861/comments?source=feed#comment-16802811 16802811 Mon, 25 Mar 2013 21:05:47 -0400 http://seekingalpha.com/article/644681/comments?source=feed#comment-16781431 16781431
the stock must reach about $6/shr to attain "4-bagger" status from our first mention. Right around the corner....]]> Mon, 25 Mar 2013 14:22:03 -0400
the stock must reach about $6/shr to attain "4-bagger" status from our first mention. Right around the corner....]]> http://seekingalpha.com/article/644681/comments?source=feed#comment-16765711 16765711 Mon, 25 Mar 2013 09:53:04 -0400 http://seekingalpha.com/article/339101/comments?source=feed#comment-16322311 16322311 KTCC) and Iec Electronics (NYSE AMEX:IEC), two companies operating in similar industries as SMTX.]]> Fri, 15 Mar 2013 09:37:50 -0400 KTCC) and Iec Electronics (NYSE AMEX:IEC), two companies operating in similar industries as SMTX.]]> http://seekingalpha.com/article/644681/comments?source=feed#comment-16232611 16232611
Here is a note to GeoInvesting premium members on March 1, 2013

"We believe that Goldfield’s subsidiary Southeast Power Corporation is one of 5 companies who have bid on the Bakersfield to Odessa leg of the CREZ project.

The other four seem to be Barnard Construction, Irby, Mastec, Inc. (NYSE:http://bit.ly/Yb17JT) and Michels. Mastec held its year end conference call this morning. In this call, we noticed the company did mention an electrical project win, but did not talk about the project GV is bidding on. In its prior third quarter 2012 conference call MTZ specifically mentioned the project win they were awarded - the 118-mile 345 kV transmission line in West Texas as part of the CREZ project.

Thus, we are assuming that MTZ did not win the Bakersfield to Odessa project. We also noticed that Barnard’s web-site provides a list of projects it is working on. This list does not mention the Bakersfield project. Thus, we also believe Barnard was not awarded the Bakersfield project. We are still performing due diligence on the other two companies, but the odds that GV has won this project have increased if our assumptions are correct."]]> Wed, 13 Mar 2013 12:51:40 -0400
Here is a note to GeoInvesting premium members on March 1, 2013

"We believe that Goldfield’s subsidiary Southeast Power Corporation is one of 5 companies who have bid on the Bakersfield to Odessa leg of the CREZ project.

The other four seem to be Barnard Construction, Irby, Mastec, Inc. (NYSE:http://bit.ly/Yb17JT) and Michels. Mastec held its year end conference call this morning. In this call, we noticed the company did mention an electrical project win, but did not talk about the project GV is bidding on. In its prior third quarter 2012 conference call MTZ specifically mentioned the project win they were awarded - the 118-mile 345 kV transmission line in West Texas as part of the CREZ project.

Thus, we are assuming that MTZ did not win the Bakersfield to Odessa project. We also noticed that Barnard’s web-site provides a list of projects it is working on. This list does not mention the Bakersfield project. Thus, we also believe Barnard was not awarded the Bakersfield project. We are still performing due diligence on the other two companies, but the odds that GV has won this project have increased if our assumptions are correct."]]> http://seekingalpha.com/article/644681/comments?source=feed#comment-16229691 16229691 Wed, 13 Mar 2013 12:01:45 -0400 http://seekingalpha.com/article/1207451/comments?source=feed#comment-15386081 15386081 Fri, 22 Feb 2013 15:56:26 -0500 http://seekingalpha.com/article/1210831/comments?source=feed#comment-15312301 15312301 Thu, 21 Feb 2013 10:56:07 -0500 http://seekingalpha.com/article/1208061/comments?source=feed#comment-15291821 15291821
The good news is that you were able to short this stock over $2.00. Heck, anything over $1 is looking good too.

Let me know if you ever want to share any P&D ideas. We also line them up on our blog with quick briefings. We found several more candidates we will be talking about in the morning.

FYI. $0.20 is still too pricey for GNIN.]]> Thu, 21 Feb 2013 00:33:36 -0500
The good news is that you were able to short this stock over $2.00. Heck, anything over $1 is looking good too.

Let me know if you ever want to share any P&D ideas. We also line them up on our blog with quick briefings. We found several more candidates we will be talking about in the morning.

FYI. $0.20 is still too pricey for GNIN.]]> http://seekingalpha.com/article/1203351/comments?source=feed#comment-15216221 15216221
And @briandwright, just because the stock dumped does not mean you can't glean very useful information from this or any other article we put out on pump and dumps. Understanding the dynamics of these plays is important so you can identify the next opportunity.]]> Tue, 19 Feb 2013 14:25:19 -0500
And @briandwright, just because the stock dumped does not mean you can't glean very useful information from this or any other article we put out on pump and dumps. Understanding the dynamics of these plays is important so you can identify the next opportunity.]]> http://seekingalpha.com/article/1203351/comments?source=feed#comment-15213611 15213611 http://bit.ly/VFHhuP) when the stock was trading above $3.00. We can not speak to the speed at which they are published here once they are submitted to SA editors. thanks for the observation though ;)]]> Tue, 19 Feb 2013 13:33:15 -0500 http://bit.ly/VFHhuP) when the stock was trading above $3.00. We can not speak to the speed at which they are published here once they are submitted to SA editors. thanks for the observation though ;)]]> http://seekingalpha.com/article/1163721/comments?source=feed#comment-14946361 14946361
http://seekingalpha.co...]]> Wed, 13 Feb 2013 14:38:28 -0500
http://seekingalpha.co...]]> http://seekingalpha.com/article/644681/comments?source=feed#comment-14932631 14932631 Wed, 13 Feb 2013 10:42:58 -0500 http://seekingalpha.com/article/1163721/comments?source=feed#comment-14882691 14882691 you stated:

"I read all the comments. this 'smells' a little different than a 'normal' pump and dump.
Too much money spent on marketing and the Indy tie in seems ok...
I am not ready to call it a p/d yet."

Indy tie is legit? Are to serious? You should listen to Mayor's press conference and read summary excerpts:

Quote 1:

“requiring the city to replace its nearly 500 non-police sedans with electric or plug-in hybrid vehicles. New vehicles would be purchased as older ones are retired, and the city hopes to completely swap out its current 3100-vehicle fleet by 2025.”

Quote 2:

…”the city is currently working with multiple automakers in order to meet the city’s goals to replace its fleet of police cars.”

The promotional email conveniently failed to mention that the Mayor is already in discussion with major automakers. Furthermore, ECUA’s “business plan” appears to be geared towards converting existing vehicles whereas it seems that the Mayor would like to purchase new vehicles from established automakers. Considering such statements, we conclude that the odds that ECAU will play a meaningful part in the city’s transformation process seem to be grossly over-exaggerated.

And the video ride with the mayor is far from an endorsement .. more like a joy ride. ]]> Tue, 12 Feb 2013 10:08:07 -0500 you stated:

"I read all the comments. this 'smells' a little different than a 'normal' pump and dump.
Too much money spent on marketing and the Indy tie in seems ok...
I am not ready to call it a p/d yet."

Indy tie is legit? Are to serious? You should listen to Mayor's press conference and read summary excerpts:

Quote 1:

“requiring the city to replace its nearly 500 non-police sedans with electric or plug-in hybrid vehicles. New vehicles would be purchased as older ones are retired, and the city hopes to completely swap out its current 3100-vehicle fleet by 2025.”

Quote 2:

…”the city is currently working with multiple automakers in order to meet the city’s goals to replace its fleet of police cars.”

The promotional email conveniently failed to mention that the Mayor is already in discussion with major automakers. Furthermore, ECUA’s “business plan” appears to be geared towards converting existing vehicles whereas it seems that the Mayor would like to purchase new vehicles from established automakers. Considering such statements, we conclude that the odds that ECAU will play a meaningful part in the city’s transformation process seem to be grossly over-exaggerated.

And the video ride with the mayor is far from an endorsement .. more like a joy ride. ]]> http://seekingalpha.com/article/1163721/comments?source=feed#comment-14882351 14882351 Tue, 12 Feb 2013 09:59:53 -0500 http://seekingalpha.com/article/1143421/comments?source=feed#comment-14860651 14860651 Mon, 11 Feb 2013 17:32:05 -0500 http://seekingalpha.com/article/1163721/comments?source=feed#comment-14790841 14790841
Is the company rebranding the business, perhaps because it failed under previous name? The GeEnv twitte page ends in 2011. ]]> Sat, 09 Feb 2013 18:37:06 -0500
Is the company rebranding the business, perhaps because it failed under previous name? The GeEnv twitte page ends in 2011. ]]> http://seekingalpha.com/article/1163721/comments?source=feed#comment-14691711 14691711
http://seekingalpha.co...]]> Thu, 07 Feb 2013 09:15:56 -0500
http://seekingalpha.co...]]>