Seeking Alpha

candooman

candooman
Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power: Out Of The PIPE And Into The Light - Part II [View article]
    Long Beach and Los Angeles California Port Authorities which have for several years now required port truckers to switch to cleaner burning engines are looking to further reduce the pollution levels in the port area. Your ePower cab modifications seem to fit their requirements to a T. Keep us updated on your progress/successes.
    Feb 3, 2014. 04:03 PM | 3 Likes Like |Link to Comment
  • Axion Power: Out Of The PIPE And Into The Light - Part II [View article]
    As always, you manage to educate me and I enjoy learning. As a former Director getting your insight on Axion is very enlightening. Many thanks.

    Like many investors asks, when is Axion going to start getting orders for its outstanding products? We hear a lot of the wonderful results of tests but why are orders not coming in? It feels like they are not doing any marketing at all.
    Feb 3, 2014. 01:24 PM | 4 Likes Like |Link to Comment
  • Axion Power: Out Of The PIPE And Into The Light - Part II [View article]
    Knowing the superior characteristics of PbC to Aquion in as you pointed out, my question is, to your knowledge, has Axion ever approached the Gates Foundation for investments in the company? Bill Gates is very much pro environment and PbC batteries support the environment. It would seem logical for Axion to ask for Gates' help in getting off the starting block.
    Feb 3, 2014. 11:42 AM | 3 Likes Like |Link to Comment
  • Axion Power: Out Of The PIPE And Into The Light - Part II [View article]
    Thanks for the article. Over the weekend I came across an article on Aquion Energy which mentions that Bill Gates foundation had invested in them a hefty (relative to Axion's capital) $35 million. I read up on Aquion and it looks like it is a formidable competition to Axion's business on stationary applications. Do you have any opinion on this company? Would love to read your take on it. Here is a link to their technology:

    http://bit.ly/1esNlgY
    Feb 3, 2014. 10:22 AM | 1 Like Like |Link to Comment
  • Advanced Cell Technology: Look For A Breakthrough In 2014 [View article]
    From the three years I have owned ACTC shares and followed its progress, this is what I saw:
    1. It got $ 35 million financing from Lincoln Park instead of selling shares. This is non-dilutive.

    2. Gary Rabin resolved the 50 or so lawsuit caused by dilutive financing from previous CEOs.
    3. Gary Rabin was against partnering with big pharma because, with a successful trial, the stock price will be big enough for the company can go on its own. If partnering is warranted in the future, ACTC will be negotiating with big pharma from a position of strength.
    4. Gary Rabin I believe was able to settle the case with the SEC without a significant financial penalty to ACTC.

    5. When Dr Lanza accidentally blurted out to a reporter that a trial patient vision improved from 20/400 to 20/40, Gary Rabin, upon learning of the accidental blurt, had to make a quick public announcement of the fact to avoid the SEC from punishing ACTC for not making a formal public disclosure.... He succeeded and the SEC did nothing.

    6. All indications are, the last trial of 150,000 cell dosage has been safely successful and could have shown significant improvement in the vision of the trial subjects. Results should be published in February in a peer reviewed publication.

    As far as I know, Gary Rabin was very protective of shareholders interests. Why he was asked to go we will never know. All I want now is the new CEO will be just as protective of the shareholders interest or more as Gary Rabin.
    Jan 26, 2014. 07:22 PM | 4 Likes Like |Link to Comment
  • As Liberty Media Dips Sirius XM Investors Rant [View article]
    Great article, thanks. There should be more information explaining the deal from Liberty. At the moment, just having the brief offer stated is not going to convince the minority shareholders to vote yes. My take from the Seeking Alpha readers' comments is it is a resounding NO, and rightfully so; it is a low ball offer. Knowing Malones' past, we will have to wait a while. The "independent trio" looking into this as to the "fairness" of the offer will take time, the duration of which is completely unknown. And no one knows if the trio will be fair in its evaluation. There is a lot of uncertainties and the safest thing to do for the minority shareholders is to turn it down and vote no. Looming in the background are the law firms (sharks) who smell something rotten in the waters. As a long term large shareholder, I am voting NO!

    John Malone, if you want to use SIRIXM as a piggy bank, convince us!
    Jan 14, 2014. 01:39 AM | 9 Likes Like |Link to Comment
  • Sirius XM: Vote 'NO' On Liberty's $3.68 Offer [View article]
    Should Carl Icahn take up Ralph Nader's call,Malone will have his hands full, and fun and excitement will begin. He sure got the Dell shareholders a much better offer. Let us hope Icahn comes in. I am voting my very large hodings a big fat NO!
    Jan 6, 2014. 10:40 PM | 3 Likes Like |Link to Comment
  • Liberty Media Proposes Takeover Of Sirius XM [View article]
    You are absolutely right SF, LMCA saved SIRI from the jaws of Ergen(?). We should all be thankful for LCMA saving SIRI and enabling us to make lots of money. If we stay with LCMA do you think our investment will make a the same appreciation without the swap or lot more?
    Jan 4, 2014. 02:24 PM | Likes Like |Link to Comment
  • Sirius XM Scorecard [View article]
    SIRI only acquired the part of Agero's business that deals with entertainment which will help in the development of new products for Siri subscribers. The part that deals with vehicle emergencies, maintenance, insurance, etc remains with Agero. What I see is the 140 Agero engineers adding software programs that will match and perhaps exceed the offerings of competitors like Pandora, Spotify and iTunes Radio.
    Dec 27, 2013. 09:49 AM | 2 Likes Like |Link to Comment
  • Lightbridge: Check Out This $1.40 Stock Everybody Else Is Ignoring [View article]
    Because of the danger from radioactive particles spreading should there be an accident, a full scale test has to be conducted. It will take a few years to build a full scale plant somewhere in a remote area in Russia, China, India or similar country where regulations are a bit lax. Then the fuel encapsulation materials (new to the nuclear industry) have to have a few years of running exposure to prove they will last and not crack up or crumble during operation. They are doing some testing on the materials now on small reactors but that is not the same as in a fully operating power plant. A short way to test is by conducting it in an existing plant, but who would permit this? Regulatory agencies will not want to conduct this test in operating plants that are located near population centers.

    Realistically, even assuming everything goes right, it will be 5 years or more before they get their license to sell their fuel. Informed investors see the risks involved so they stay away. Hence, the low price of the stock.
    Dec 19, 2013. 03:12 PM | 2 Likes Like |Link to Comment
  • Sirius XM - Profits Explode As Costs Fall [View article]
    Author does not reply to comments so let me try to answer your questions. I offer three reasons why share prices have been coming down in the last three weeks.

    First is the year end profit taking of investors, big and small alike. SIRI had a big run up this year and last. Some institutions need to show profits for their year end report.

    Second is the QE of $85B a month is going to be reduced but we do not know by how much. We also do not know if it will be terminated -- which, with the economy still very slow growing, is highly unlikely. So, the FED is likely to reduce the QE and uncertainty is not good for SIRI prices.

    Third and last is some investors are cautious about Apple cutting into the business of SIRI. Apple usually does well in businesses it gets into and we do not know what effect iRadio would have on SIRIs' business.

    I think the share price has gone down low enough bargain hunters are getting ready to start buying. I anticipate the bottom will occur this week but it could be a s late as next week. I just bought some more shares $3.35 this morning.
    Dec 18, 2013. 10:08 AM | Likes Like |Link to Comment
  • Sirius XM Will Soar As It Dramatically Increases Prices [View article]
    An announcement on what Arego will contribute to SIRI's future growth will help the stock grow to new highs. So far Management has not shed any light on Agero's role in the company. It would be reasonable to expect that an added service offering coming out of the Agero acquisition will be a significant revenue generator.
    Dec 17, 2013. 12:59 PM | 2 Likes Like |Link to Comment
  • Sirius XM: $4.25 By January? Was I Wrong? [View article]
    Thanks for your great calming article SF.

    There are many factors coming into play in this fall from $4.18. One factor is the year end adjustments big and small investors alike are doing. The stock has made a significant run up and profits are being taken. SIRI's fundamentals and outlook are the same so for the short term, it is still a very solid company. Early this year there was a dip similar to what is happening now. I added to my long term holdings at $3.05. Once again, I see an opportunity so I have a standing buy order at $3.40. I missed the $3.38 dip last Thursday when I was doing something that morning.

    Have a great X'mas SF and everyone on this board!!!
    Dec 17, 2013. 10:11 AM | 1 Like Like |Link to Comment
  • Sirius XM: The Smoke And Mirrors Of 'Declining Growth' [View article]
    Don't expect much upward movement from here.... too much re- balancing and profit taking during the next week or so. Wait until the last week of the year and early January.
    Dec 4, 2013. 10:36 AM | Likes Like |Link to Comment
  • Sirius XM: The Smoke And Mirrors Of 'Declining Growth' [View article]
    SF - to your once again great clarifying article I would suggest a minor change:

    "2 million net subscriber additions in 2013 are more valuable than 2 million net subscriber additions in 2012."

    In the quote above, to be more precise in meaning, I would suggest you change the phrase "more valuable" to "more profitable".
    Dec 4, 2013. 01:46 AM | Likes Like |Link to Comment
COMMENTS STATS
326 Comments
502 Likes