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  • GTAT continues to tumble as downgrades roll in [View news story]
    The price reaction on appl event was really dissapointing but I hope Gtat management when doing the forecast does know the aapl plan already. If the analyst is right by the end of the year on revenues forecast, we should voted out the current management.
    Sep 10 11:25 AM | 1 Like Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    I used to like Irbt when it was below $30 but decided to take profit at $42 because, I do not see any vision by the management to boost the sales. In my opinion, with the current financial and growth20% for the next 5 year and 3% growth, current price is just right. It appear to me that the management just happy with there performance, making money, no debt but I did not hear any good news in term of effort to boost extraordinary growth from the management. The only thing I agree with the author that this should be acquired. I do not want war in any part of this wold, so I shall not hopeful for defense, i like the vacum irobot, but get more sale and perhaps should Create another robot, mowerbot, maidbot, deliverybot etc..
    Sep 1 09:05 PM | Likes Like |Link to Comment
  • GT Advanced Technologies' Path Forward: Bull Case Vs. Base Case [View article]
    Thank you for your article, I key in your based projection in my financial model with 60% target debt/equity, with 20% revenue growth for the next 7 years after 2016 and TV 3% growth, I do arrived at $88/shares. I do hope that you are right. Keep our finger cross that GTAT would be able to perform accordingly.
    Aug 31 12:35 PM | 2 Likes Like |Link to Comment
  • GT Advanced -2.5% on valuation-driven RJ downgrade [View news story]
    Either he or his back up must have missed the race. By 9/9, He would finally found the glasses and upgrade the stock because of the news. Apple has invested million dollars, it is difficult to believe that they will just let GTAT failed to produce the sapphire. Any mentioned of the sapphire in the event, I will not surprised Tp $23 will instantly reached but I will not sold at that price yet. I am with the rest of the believer that GTAT TP is $87.5
    Aug 28 04:37 PM | 3 Likes Like |Link to Comment
  • Investment In Armour Residential REIT Nets Profitable Double-Digit Gains [View article]
    What is the nav of arr ?
    Jul 22 08:50 PM | Likes Like |Link to Comment
  • GT Advanced Technologies: 3 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    I appreciate your article very much and look forward to your comments or article on their recent earning release.
    May 9 12:24 AM | Likes Like |Link to Comment
  • GT Advanced Technologies Is Ready To Electrify The Mobile World [View article]
    What is your predictuons for their growth with the sapphire and this pv cell products ? May I know ?
    Mar 4 10:05 PM | Likes Like |Link to Comment
  • GT Advanced Technologies Is Ready To Electrify The Mobile World [View article]
    I did the financial modeling and key in the assumptions of the management y2014 and y2015 forecast and subsequently 25% growth , 30% gross margin, target debt/equity 60% , cost of equity 9%, cost of debt 6% , terminal value at 3% growth. 2 years realization of customer deposit, inventory level follow. This company will start accumulate excess cash started on y2016 and valuation based on DCF is $31. The management guidance for revenue 600mil and 1 billion will be easily achieved just by clearing the 52% of existing backlog based for my goal seek charge. I went in at $3.7, take profit at $6 before apple deposit. After finished with my modeling, went in again at $10.97 which I am glad that I did. However, as a caution to you, I am an amateur in financial modeling..
    Mar 4 02:28 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Should be $12.5/ share after deducted debt and add cash. Thank you for your info. Definitely the nav is higher now with 101.2 and 4.6, oil and natgas price..that is a quick reference, adding the distribution received capitalised at 10%, that make the share value more than $41.3, r u agree ?
    Mar 2 05:20 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Thanks, rawenergy. I traced in the 10-k and found under oil and gas suplement, line predicted future net cash flow. It is 11,899m divided by diluted no of shares 237.5m shares. I got $50 nav based on only $98/ barrel price and $3.97/cf. Did I miss something here ?
    Mar 2 04:46 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    I am not too sure about the SEC-10 value you are referring to. However, If you are referring to the book value as stipulated in their balance that was just a capitalization of the cost based successful effort acc method will not represent line NAV valuation. I wish someone will present a real valuation for LINE and argumentation on the assumption used to do the NAV valuation will be interesting...
    Feb 28 02:12 PM | Likes Like |Link to Comment
  • Linn Energy: A Very Disappointing Quarter [View article]
    Does it make sense to do LINE NAV valuation based on their current reserves ? If yes, does anyone has it already ? I look forward for that kind of articles and argumentation on the assumption made in that valuation
    Feb 28 10:55 AM | Likes Like |Link to Comment
  • Silvercorp Metals Inc. misses by $0.03, misses on revenue [View news story]
    Revenue drop inline with the drop in silver price. Steady production when market is week. Isn't that good news that they actually keep the reserves and have better opportunity to sell at higher prices next especially when prices rebound. Does that make senses or I am just being too naive and simple minded ?
    Feb 13 10:06 PM | 1 Like Like |Link to Comment
  • Issuer Direct: Undiscovered Micro-Cap With Asymmetric Upside Of 70+% [View article]
    Thanks for your response. It appear to me that Industry entry barrier is weak
    Feb 13 09:57 PM | Likes Like |Link to Comment
  • Issuer Direct: Undiscovered Micro-Cap With Asymmetric Upside Of 70+% [View article]
    This is interesting. Management owns more than 50% of shares. Does this company has competitors ? If yes, who are they ?
    Feb 12 11:44 PM | 1 Like Like |Link to Comment
COMMENTS STATS
47 Comments
25 Likes