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  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    Furthermore, the effect of this new discovery on iPSC cells on ACTC will not materialize, assuming you are right on the subject patents, until 10 to 15 years from now. In less than 5 years ACTC would received FDA approval on its hESC cure to macular degeneration and would have evolved into a multibillion dollar company or would have been bought by a big pharma. Hence, this article amounts to nothing to well informed investors.
    Feb 13, 2014. 04:00 PM | 1 Like Like |Link to Comment
  • Advanced Cell Technology's Intellectual Property Takes A Hit [View article]
    Esekla, are you trying to lower the price so you can buy shares low knowing that very good results from the trials are about to come out? As you yourself wrote:

    "To summarize briefly, Advanced Cell Technology estimates the total addressable market for Retinal Degeneration to be $25-$30 billion.", then why the emphasis on iPSC patents which are immaterial at this time since ACTC has not even started a Phase I trial on it?
    Feb 12, 2014. 10:27 AM | 6 Likes Like |Link to Comment
  • Growth Potential In The Uranium Industry [View article]
    The Japanese are currently trying to stop the leak of contaminated water from the area around the reactor casement. The more cooling water they pour in the more leaks they have.

    Somehow and surprisingly, they have not learned from the Russian experience. When the plant in Chernobyl Ukraine blew up, the Russians quickly entombed the reactor core in concrete. After that they no longer had to contend with additional radiation leaks or contamination coming from the reactor. They only had to deal what had come out when it blew up. The entombment is good to last for a couple of hundreds of years. The only deaths they had were the few operators on the job and a handful of heroic helicopter pilots who sacrificed their lives by flying over a very radioactive reactor and dropping concrete on it.

    They could do the same in Fukushima without heroics. They have time to lead line helicopters to protect the pilots and they can entomb the reactor core with concrete. That will stop the leaks and finish up on cleanup.

    The Fukushims disaster was a result of a simple mistake that could have been fixed with a simple solution. The mistake was they did not review their design assumption (the height of the tsunami wave) after the Bander Ache earthquake in Indonesia. Had they looked at that, they would have arrived at the conclusion that their design assumptions may be short and made corrections. The sea water that flowed over the concrete barriers went into the emergency generator building and drowned the generator. The generator supplied emergency power to the circulating pumps; without the pump running, the reactor overheated and melted.

    The simple fix that would have prevented the disaster from happening was to completely enclose the generator building to prevent flood waters from coming through the large ground level vent louvers on the walls. To bring in ventilation air into the generator room, they could have installed a 40 foot intake air/ventilation shaft which will bring air in even if the plant is surrounded by tsunami waters.
    Feb 12, 2014. 09:52 AM | 9 Likes Like |Link to Comment
  • Sirius XM Radio's CEO Discusses Q4 2013 Results - Earnings Call Transcript [View article]
    One factor in the growth of used car subscriber acquisition that was not mentioned in this CC is that the satellite radio units installed in used cars from 2006 to mid 2012 have no capability to connect to the internet. Hence, competitors like Pandora, Spotify, etc. will not be a factor in this segment which involved about 40-45 million cars..
    Feb 4, 2014. 12:12 PM | 4 Likes Like |Link to Comment
  • Do Tomorrow's Q4 Earnings Numbers Really Matter For SiriusXM Investors? [View article]
    I am voting NO and so will the majority of the 43% who own SIRI. That will put SIRI on the way to remaining an independent company. If Malone still wants SIRI he has to sweeten his offer to $4 plus.
    Feb 3, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • 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:
    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