Seeking Alpha

J 457

J 457
Send Message
View as an RSS Feed
View J 457's Comments BY TICKER:
Latest  |  Highest rated
  • Daily Mail says Chesapeake a rumored target of oil majors [View news story]
    I think RDS would first pursue smaller producers like KWK, FST or XCO. If fact, RDS and KWK already have ongoing JV in Sand Wash basin and the small market cap of KWK coupled with big proven reserves makes it a good target.
    Oct 17 06:52 PM | Likes Like |Link to Comment
  • Why The Price Of Silver Will Recover And How To Play The Rebound [View article]
    I followed the same historic correlation between NG and WTI. The spread kept increasing to where it is now- and the correlation has never returned. I think silver has some upside, how much it anyone's best guess as it's a highly manipulated market.
    Oct 17 04:10 PM | 1 Like Like |Link to Comment
  • Uplisting To Nasdaq Just The Start Of Advaxis' Turnaround [View article]
    We'll now soon enough. If no partner and start of PIII in next six months ADXS will slowly disappear.
    Oct 17 11:36 AM | 1 Like Like |Link to Comment
  • Why The Price Of Silver Will Recover And How To Play The Rebound [View article]
    $100 oz? Really? Only in the event of a complete currency and financial market collapse- which may eventually happen but probably not in either of our lifetimes.
    Oct 17 11:33 AM | 1 Like Like |Link to Comment
  • Uplisting To Nasdaq Just The Start Of Advaxis' Turnaround [View article]
    "The Dan O'Connor era has been a pleasant ride for shareholders who stuck with Advaxis through the sting caused by former (mis)management."

    Sorry, there has been no pleasant ride for any long-term ADXS shareholder under either TOM or DAN. I've regrettably been in ADXS since 2008. I've stuck with ADXS through thick and thin, and trust me, it's not been anything remotely near a pleasant ride. Toxic financing under T Moore, share price R/S 125/1, and now continued dilution with O Conner. While I prefer dumping shares on the open market (like they did today) compared to the previous Hanover deal, to say a 70% loss under O Conner is pleasant is absurd. Remember the post-split adjusted share price was $5.87 and that was AFTER an 80% drop in share price since March/April 2013 highs. It will take many long-term holders a share price in the mid $20's to break even. Yes, miracles do happen, and unicorns may fly, but keep in mind these type companies make a living (and big salaries) off the shareholders. Until they have an approved drug or meaningful partnership they will continue to do so.
    Oct 17 11:11 AM | 3 Likes Like |Link to Comment
  • Coal Seasonality Suggests It May Be Time To Cover [View article]
    Bought ACI at $4.03 Wednesday. My top pick for next 60 days is KWK as they draw closer to the Horn River Basin JV announcement in Qtr 4.
    Oct 4 08:04 PM | Likes Like |Link to Comment
  • Platts panel: Carbon capture technology will not be ready for several years [View news story]
    Yet another job booster for the US economy? Soon we'll have thousands more equipment manufacturers and coal miners on EBT, welfare, Medicaid and disability. I guess they can join the crowd.

    I wonder if American citizens, unable to afford to heat their homes and forced to burn their furniture to survive the cold winter, would create more pollution than the shuttered coal fired plants? Do they have carbon capture for burning tires?
    Sep 24 09:52 PM | 2 Likes Like |Link to Comment
  • Chinese demand for coal is cooling [View news story]
    nem, totally agree, this "new story" is garbage. Let the stats speak for themselves which is all time high imports to China and India. The critics don't understand how expensive NG is to EU and China and Japan etc.. These countries are paying $12-$15 mmbtu for what sells for $3.60 in the US. Coal is much much less expensive. If the global economy tanks, coal will be more widely used because its cheaper. If the global economy accelerates coal will become more widely used as manufacturing increases. Either way, coal here to stay. And the comment about China's own coal industry improving is also pure drivel...
    Sep 23 04:28 PM | 3 Likes Like |Link to Comment
  • King Coal: Fading U.S. Coal Exports Does Not Augur Well For The Industry [View article]
    The author is wrong about coal. Coal is the cheapest source of energy. If global economy falters, it bodes well for coal as it's much less expensive than NG. If global economy improves it will increase manufacuring and subsequent coal demand. Either way, coal will prosper. Some coal stocks (ACI) set to jump 3-4x's today's price in next 6-12 months.
    Sep 19 01:32 PM | 2 Likes Like |Link to Comment
  • Arch Coal's CEO Presents at Barclays CEO Energy Conference (Transcript) [View article]
    Just: you have the coal story totally wrong. If you believe that India and China will grow in the coming decade, then you should also believe that coal will increase in demand as it is the lowest cost source of energy. These developing countries continue to increase coal imports year over year and the demand will only decrease when coal becomes cost prohibitive. For now its much cheaper than NG, oil, solar, or wind. If the economy slows you'll see more coal use as its cheaper than NG for utlity use. If global economy rebounds you'll see increased use due to manufacturing in China. Either way, ACI's success will be based more upon global conditions and exporting than domestic use. This current administration is set to keep supporting NG fracking (that is pumping billions of gallons of toxins into your ground water) than to provide relief to improve coal fired power plant scrubbers.

    When coal comes back into favor, which it will, companies like ACI and ANR will see their share price move anywhere from 5-10x where they are today. Smart investors know this and have already started building positions in this sector. I think ACI will be well above $10 by end of this year.
    Sep 13 08:49 PM | 4 Likes Like |Link to Comment
  • Obama considers ban on new coal plants without carbon controls [View news story]
    And I thought it couldn't get any worse than Bush...
    Sep 11 01:01 PM | Likes Like |Link to Comment
  • With Or Without You Cyclacel Is Going To Rise [View article]
    I may have missed it, but when is the PIII FDA date expected?
    Sep 9 07:58 PM | Likes Like |Link to Comment
  • Quicksilver's Debt Increases Are On The Fast Track To Financial Failure [View article]
    Since this article was written KWK has rebounded sharply. Is just starting to run and should get back to a more appropriate (and respective) valuation in the near-term. The Dardens own about 30% of KWK and in Oct 2010 were talking about taking it private at a substantial premium when share price was almost $15. KWK closed at $1.76 today!! I think this is a $7-$8 stock conservatively, and up to $12-$14 if Horn River in fact has the 1.4 trillion CFE of proven reserves. I'm biased because I'm long so many thousand shares so do your own research on this and you'll see the HRB property is barely even included as KWK assets. HRB JV info due any time during Qtr 4. Listen to conference call. Also LNG terminal Discovery LNG in the works in British Columbia, KWK already bought the deep water port.
    Sep 9 07:50 PM | 1 Like Like |Link to Comment
  • Advaxis: First Cancer Vaccine For Cervical Cancer To Be In Pivotal Trial [View article]
    Ah yes, another well written article about ADXS. The author did some research and put together a compelling reason to watch how the company progresses in the coming months. I've been a long-suffering shareholder since 2009. On the surface the potential for shareholder value seems compelling. Unfortunately, once you dig deeper you find a company that has fed off their loyal shareholders for years. The stock is down over 80% from their highs earlier this year. Yes, that's 80%. After the 125/1 reverse split (which by the way is somewhat controversial as so many shareholders opposed the reverse split) the share price was $5.87. It's now half that- another 50% drop in shareholder value. Tom Moore has left the CEO role and Dan O Conner has taken the position, but the funding mechanism remains the same (see Hanover) and no partner has been found. They simply do not have the funding for PIII. Before leaving Tom Moore pushed the reverse split upon shareholders under the disguise that ADXS would be uplisted to Nasdaq and institutional investors would buy into ADXS with the higher share price. Neither has happened- no uplist and no institutional investors have been announced that I'm aware of.

    For years, yes years, I've heard the same story of ADXS. It's the carrot technique. They are always one step away from something great, but it just doesn't seem to materialize. Partnership- nope. A license deal that actually pays- nope. Shareholder value- I lost 80% as the ex-CEO collected almost 400k a year while employing his daughter as director of business development- yes, seriously. On and on and on..

    As I've written many times before, it may be the best science, but if the management team can't make the right decisions to develop the company the science is useless. Ask yourself this; if there was so much potential for ADXS, why wouldn't big pharma simply buy the IP/patents, or at least partner with ADXS to further develop the pipeline?

    When I see a big pharma partner, or if I see a change to the current toxic financing, I may change my opinion of ADXS. Otherwise, the share price may very well continue to decline further and further as shares are sold on the open market to fund operations and "keep the lights on." As it is, for me, the stock needs to climb into the $20's for me to break even.

    Do your due diligence and make your own decision, but bear in mind these OTC stocks can cause you massive losses- just like it did me. Worst investment decision I've ever made and I've lost thousands and thousands and thousands on ADXS.
    Aug 29 01:03 PM | 5 Likes Like |Link to Comment
  • 5 Significant Rises In Short Interest [View article]
    I currently have no DNDN position but tend to agree with your thesis about a buy-out or partner. Provenge could be profitable it was folded into an existing big pharma sales force and manuf facility. I'm thinking of buying a few calls just in case that buy-out finally materializes.
    Aug 27 11:27 AM | Likes Like |Link to Comment