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  • The Fair-Market Value Of Athersys. [View instapost]
    In my experience, estimates of fair market value or NPV of development stage companies by non-professional investors (including myself) are almost always too high. The market cap/EV of ATHX is where it is for a reason - the professionals who work for funds, and who have far more resources and perspective than do we amateurs, believe that the likelihood of success for any of ATHX's development candidates is very low. Be careful with ATHX, and all development stage companies. The probability of success is probably lower than you think it is, and the path to success is longer.

    Apr 7, 2014. 01:52 AM | Likes Like |Link to Comment
  • InterOil: The $3.5 Billion Penny Stock [View article]
    Meanwhile, some real news pertaining to IOC came out today.

    Apr 15, 2013. 07:39 PM | 5 Likes Like |Link to Comment
  • Longwei Petroleum Vs. GeoInvesting: Someone's Wrong [View article]
    A simple question for those few who still believe that LPH is not a fraud:

    The current SP is $0.08. The reported trailing earnings are $0.64/share. So the company could take itself private using only 1.5 months worth of earnings. If this company is not a fraud, why are insiders not buying like crazy?
    Apr 4, 2013. 08:34 AM | 1 Like Like |Link to Comment
  • Amarin's Time Is Soon [View article]
    Doesn't Vascepta raise HDL (good) cholesterol, rather than lowering it as stated in your article?
    Feb 19, 2013. 01:44 PM | 1 Like Like |Link to Comment
  • Is Senesco Technologies The Next Cellceutix? [View article]
    I don't know if this company is the next CTIX. One major difference I see, however, is the toxic financing SNTI recently did. SNTI sold 30 million units (comprised of one share, and one warrant to purchase a share at a price of $0.12) at a price of $0.10/unit. Awfully sweet deal for the investors, compared to the current share price of $0.15. I have to think this financing will weigh on the share price for some time.
    Feb 7, 2013. 05:50 PM | 1 Like Like |Link to Comment
  • China Central Television Coverage Of Longwei Petroleum Reinforces GeoInvesting's Findings Of Fraud [View article]
    Breaking news... two directors of LPH have resigned. One director stated she had no differences with the board, but one (the chair of the audit committee) resigned because the board refused to hire forensic auditors to examine the books, as recommended by the audit committee. Game over boys...
    Feb 2, 2013. 07:07 PM | 3 Likes Like |Link to Comment
  • Which Drug Moves Cellceutix First: Kevetrin Or Prurisol? [View article]
    Although most of the focus has been on Kevetrin, I actually think that Prurisol might end up generating more revenue. Currently, the drug generating the most worldwide revenue is Humira, which is used to treat auto-immune disorders, including rheumatoid arthritis, Crohn's disease, and psoriasis. Despite numerous serious and potentially fatal side effects, worldwide revenue for Humira is more than $11 billion/year.
    If Prurisol is found effective in treating psoriasis, it will also be investigated for other auto-immune disorders. The revenue currently being generated by Humira is an indication of Prurisol's potential.
    Jan 29, 2013. 12:19 AM | 1 Like Like |Link to Comment
  • Longwei Petroleum Releases On-site Security Videos to Refute False Claims [View article]
    If everything is as LPH claims, why aren't they buying back shares? Before they were halted, shares were trading at a P/E of 1, if the company's published data is legit. At that price ( or 2X or 3X that price), the shares are a steal. The lack of a buyback by the company must mean that the published data is false.

    Jan 23, 2013. 05:05 PM | Likes Like |Link to Comment
  • Did Longwei Petroleum Just Dig Its Own Grave? Updated: Major Problems [View article]
    Based on some photographs in the company presentations, I estimated that the tanks at Taiyuan hold a total of 11,100 cubic meters (~3750 each for the two large ones, and ~ 600 each for the six small ones).
    This number should be divided by ~ 1.25 to arrive at mt, so I estimate the tanks at Taiyuan can hold ~ 8900 mt - pretty similar to what Unemon estimated. Anyone can look at LPH's latest presentation, and do their own estimate.

    Jan 21, 2013. 10:17 AM | 1 Like Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    I estimated the tanks could hold 50-65% of the storage volumes that the company claimed.
    Jan 6, 2013. 02:19 AM | 1 Like Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    I looked into this one after Kevin Chen's positive article. But something smelled (or, rather, looked) strange. The storage tanks at their facilities looked too small to store the amount of fuel they claimed they could store. That, coupled with the bad rep of Chinese RTO's, kept me out of this one.

    Jan 5, 2013. 10:59 PM | 1 Like Like |Link to Comment
  • 2 Apple Suppliers: Forgotten Or Out Of Favor? [View article]
    TQNT's share of RF content in Iphones has been steadily dropping since the Iphone 3GS. It also has limited market share in Samsung and Nokia phones. TQNT appears to be losing out to SWKS, AVGO, and RFMD, at the major cell phone manufacturers - this is the most likely reason for the lack of enthusiasm for its stock.
    Oct 4, 2012. 06:12 PM | Likes Like |Link to Comment
  • WSJ Calls The Bottom In Natural Gas [View article]
    One of the reasons NG keeps dropping is that the producers are now focusing on drilling liquids-rich plays. The liquids are worth a lot more than the associated dry gas, which is essentially a byproduct. NG production will eventually drop, but not before all available NG storage is full this fall. When that happens, NG prices will be loooow.
    Mar 30, 2012. 02:08 PM | Likes Like |Link to Comment
  • Gasfrac Energy: The Prize Of Waterless Fracturing [View article]
    Yes, GasFrac technology is very interesting, but can it compete with the suite of tools offered by the big players (SLB, HAL, BHI, etc)? If you look at the presentations on the big boys' websites, they offer a lot of capability that GasFrac doesn't. Its not clear to me that GasFrac technology, by itself, is superior to the suite of tools offered by the big players here.
    Mar 20, 2012. 08:33 PM | 3 Likes Like |Link to Comment
  • Some Context For Apple's Massive Numbers [View article]
    News Flash! Apple to buy Greece, re-name it Grapple.
    Jan 25, 2012. 08:15 AM | Likes Like |Link to Comment