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eggfaced

eggfaced
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  • Why Pacira's Rise Is Far From Over [View article]
    I first heard about this company about 4 months ago from friend who is a medical device salesman. He sells the tools that surgeons use on knee replacements and ACL surgeries. He asked me to take a look at the stock because every surgeon he talks to loves this drug. They want to prescribe it post-op for many other surgeries but don't have the FDA approval yet. Just one anecdote but it was enough for me to buy in big on the stock.
    Jul 2, 2014. 05:55 PM | Likes Like |Link to Comment
  • Uni-Pixel Has Ballooned From Hype, Not A Better Technology [View article]
    This is an incredibly polarizing stock. Seems like people are either wildly bullish or bearish. I think the real shame of all of this is the facts have been completely thrown out. The bears focus on old news, irrelevant points, shaky 'expert' testimony and other tactics while the bulls paint unrealistically, rosy scenarios based on CEO comments.

    The fact of the matter is this is a VERY speculative stock that has an unproven product, has not mass produced anything, and has an deal with an unnamed OEM of which we have no idea what the details are.

    Anything else is just pure speculation.
    Mar 28, 2013. 09:26 AM | Likes Like |Link to Comment
  • Bank of America Merrill Lynch is apparently coming to the defense of Intuitive Surgical (ISRG -3.4%), saying its surprised by the selloff, because ACOG's post fundamentally isn't any different from previous articles already posted by JAMA. Citron also made cautious comments on the stock earlier this month based on the same topic as well. [View news story]
    They still raise some valid points in their research.
    Mar 14, 2013. 03:30 PM | Likes Like |Link to Comment
  • Gold Miners Hit New Lows [View article]
    If you subscribe to the notion that Gold is in a multi-decade bull market due to rising deficits and currency printing, then this is just another correction similar to 2008, then its off to new highs later this year. I really don't see any change in this theory that has supported gold over the past 10 years.

    That being said, miners have been a horrible investment and may continue to be regardless of what the metal does. They take on debt, dilute and waste shareholder money more than any other industry and is just a crappy place to invest long term. I've learned that the hard way.

    I would stick with the metal (GLD) but not the miners.
    Feb 21, 2013. 02:34 PM | Likes Like |Link to Comment
  • Chronically Criminal: Shielding The Public From Medical Marijuana [View article]
    Books aren't cooked, they're baked.
    Feb 15, 2013. 11:05 AM | 6 Likes Like |Link to Comment
  • Chronically Criminal: Shielding The Public From Medical Marijuana [View article]
    How can you short this? It's a pink sheet stock. What broker would lend shares?
    Feb 15, 2013. 10:02 AM | 10 Likes Like |Link to Comment
  • We're Staying Far Away From LinkedIn [View article]
    Couldn't agree more that its overvalued. I can't think of another compnay that was able to hold this high of a valuation for very long. The law of big numbers will eventually catch up to them.

    The question is when will the market re-value them? What will the catalyst be?

    An overall market correction? Competition gaining ground? A big earning miss?
    Feb 14, 2013. 12:42 PM | Likes Like |Link to Comment
  • Uni-Pixel: Independent Market Analysis Suggests Losses For 2013 [View article]
    Thanks. I am surprised that nothing was disclosed in an 8-K filing. One thing about this company is they are very prudent when it comes to disclosing information.
    Jan 17, 2013. 10:41 AM | Likes Like |Link to Comment
  • Uni-Pixel: Independent Market Analysis Suggests Losses For 2013 [View article]
    "Unipixel's metallization lines can output 100k units per month and cost approximately $1M each."

    Where did this info come from? I wasn't aware they owned mass-manufacturing facilities. I read through the latest Q and only saw mention of using contract manufacturing to fabricate prototypes and they are searching for developement partnerships.

    They only have 730K of PPE and they only have a small facility in Texas.

    Not trying to attack, just want clarification.
    Jan 17, 2013. 10:25 AM | Likes Like |Link to Comment
  • Uni-Pixel: Adding Value Additively [View article]
    A successful product?

    The only thing that proves a technology and makes a successful product is market adoption and SALES, which UniBoss has zero.

    You said yourself that trying to pick the winning technology in this market is a fools game. And I would think that betting on a micro cap with a terrible track record, no manufacturing capacity, very little R&D and assets in this market is much worse than a fools game.

    I agree, there is not much more to say. We will see what happens...
    Jan 15, 2013. 01:44 PM | 1 Like Like |Link to Comment
  • Uni-Pixel: Bright Future Promised By Clouding The Gruesome Reality For The Less Informed [View article]
    There is a pattern with this company...

    Let’s start in 2008 when Uni-Pixel was a flat panel display company. This seems rather convenient given the proliferation of LCD/Plasma screen TVs at that time. They claimed to have a better, most cost efficient, energy reducing technology called TMOS which would beat out LCD and Plasma as the leading technology. They trumpeted the huge growing market and the strong technological advantages that would drive them to be the market leader.

    To follow up this sensationalized BS, they touted partnerships with many OEMs to develop and manufacture the TMOS technology. They announced that Lockheed Martin was granted exclusive partnership rights for development of the technology for military use. Other ‘partners’ included Philips and a ‘large OEM’ (Source: 2007 10-k). Up to this point they spent 14.3 million on R&D and had NO revenue.

    Early in 2008 the stock price triples only to return to new lows shortly after.

    Also, in 2008 they announced the development of Opcuity which is a finger print resistant film for use with touch screen devices. In December 2008, the company announces it will collaborate with a ‘large Japanese manufacturing company’ for both Opcuity and it’s TMOS technology (Source: Dec 17, 2008 8-k). Next, they announce a partnership with Samsung (it’s a Korean company so not the Japanese company they were talking about before). This ‘partnership’ never amounted to any revenue or manufacturing.
    In 2009 it seemed to completely abandon its TMOS technology and move to its Opcuity technology, announcing various partnerships and ‘collaborations’ with OEMs, research facilities, and touting the product at numerous trade shows.

    From the October 1 8-K: On October 1, 2009, the Company issued a press release announcing that it has received its first purchase orders for film products and has reached agreements with two high volume film production companies to rapidly advance the production process for its Opcuity films to meet growing demand opportunities. Today’s announcement further signals the company’s success in achieving a number of significant milestones as it transitions from a development stage company to a commercial manufacturing business.

    Obviously the company never made it to be a ‘commercial manufacturing business’. Still not a cent of revenue for any of these ‘breakthrough’ technologies’.

    On May 18th the company unveils UniBoss, and touts its low-cost, energy efficient capabilities and goes on to describe the massive market that it will overtake.

    Does this sound familiar?

    Over the course of 2010 and 2011 it announced numerous partnerships, collaborations, and joint ventures with numerous groups and companies including, RAMBUS, TARGUS, SKYFIBER, and Texas instruments. They also announced number trade shows it will be attending. Still not even 200K of revenue by 2012 for all of this effort and hype.

    There is a definite pattern here. They tout some new technology that goes along with the flavor of the week and hype it up with vague announcements of partnerships, collaborations, etc. This is all just marketing mumbo jumbo. All the while they are granting stock options and financing with dilutive convertible debt well below market price.

    This is a scam until proven otherwise. Period.
    Jan 15, 2013. 10:43 AM | 2 Likes Like |Link to Comment
  • Uni-Pixel: Adding Value Additively [View article]
    Points 1-3 can be summarized below:

    Let’s start in 2008 when Uni-Pixel was a flat panel display company. This seems rather convenient given the proliferation of LCD/Plasma screen TVs at that time. They claimed to have a better, most cost efficient, energy reducing technology called TMOS which would beat out LCD and Plasma as the leading technology. They trumpeted the huge growing market and the strong technological advantages that would drive them to be the market leader.

    To follow up this sensationalized BS, they touted partnerships with many OEMs to develop and manufacture the TMOS technology. They announced that Lockheed Martin was granted exclusive partnership rights for development of the technology for military use. Other ‘partners’ included Philips and a ‘large OEM’ (Source: 2007 10-k). Up to this point they spent 14.3 million on R&D and had NO revenue.

    Early in 2008 the stock price triples only to return to new lows shortly after.

    Also, in 2008 they announced the development of Opcuity which is a finger print resistant film for use with touch screen devices. In December 2008, the company announces it will collaborate with a ‘large Japanese manufacturing company’ for both Opcuity and it’s TMOS technology (Source: Dec 17, 2008 8-k). Next, they announce a partnership with Samsung (it’s a Korean company so not the Japanese company they were talking about before). This ‘partnership’ never amounted to any revenue or manufacturing.
    In 2009 it seemed to completely abandon its TMOS technology and move to its Opcuity technology, announcing various partnerships and ‘collaborations’ with OEMs, research facilities, and touting the product at numerous trade shows.

    From the October 1 8-K: On October 1, 2009, the Company issued a press release announcing that it has received its first purchase orders for film products and has reached agreements with two high volume film production companies to rapidly advance the production process for its Opcuity films to meet growing demand opportunities. Today’s announcement further signals the company’s success in achieving a number of significant milestones as it transitions from a development stage company to a commercial manufacturing business.

    Obviously the company never made it to be a ‘commercial manufacturing business’. Still not a cent of revenue for any of these ‘breakthrough’ technologies’.

    On May 18th the company unveils UniBoss, and touts its low-cost, energy efficient capabilities and goes on to describe the massive market that it will overtake.

    Does this sound familiar?

    Over the course of 2010 and 2011 it announced numerous partnerships, collaborations, and joint ventures with numerous groups and companies including, RAMBUS, TARGUS, SKYFIBER, and Texas instruments. They also announced number trade shows it will be attending. Still not even 200K of revenue by 2012 for all of this effort and hype.

    There is a definite pattern here. They tout some new technology that goes along with the flavor of the week and hype it up with vague announcements of partnerships, collaborations, etc. This is all just marketing mumbo jumbo. All the while they are granting stock options and financing with dilutive convertible debt well below market price.

    This is a scam until proven otherwise. Period.
    Jan 15, 2013. 10:36 AM | 1 Like Like |Link to Comment
  • Uni-Pixel: Adding Value Additively [View article]
    This is a well written article with a great explanation of the market and the technology. If UNIBOSS is the real deal then the market is greatly undervaluing this company. While, there will certainly be manufacturing and production challenges for this small, resource contrained company, there must be some other factors causing the market to discount it so heavily. At 200 million dollars the company could be purchased for a song by a larger player that just wants the patents. Something has to be up here, it just doesn't pass the smell test. All of the points below lead me to believe this company is all smoke and mirrors.

    - The company has a history of releasing vague, sensationalized PRs.
    - History of big runs in stock price, followed by a collapse.
    - Lack of credible R&D expense to support the technology that it claims.
    - Lack of assets to support manufacturing the technology in any capacity.
    - Lack of insider buying
    - Recently issued stock options before a very vague announcement that resulted in a huge share price appreciation.

    The article is very well written and could in fact be completely factual, however, the market doesn't seem to believe it for right now. Even after the recent price run up, the stock is deeply discounted to your claims.
    Jan 14, 2013. 04:21 PM | 1 Like Like |Link to Comment
  • Baidu's Much Needed Sina Weibo Leap Of Faith [View article]
    Mobile monetization is an issue for almost every web company. Its certainly a battleground out there but I can't see BIDU getting knocked off its perch at the top. You make a pretty compelling case for SINA getting acquired. Almost like Facebook scooping up Instagram as a defensive move and to try to capitalize on the mobile market.

    On a side note, QIHU can't even be taken seriously as their browser is essentially a knock-off off IE and they are severly inflating various metrics on their financials. There have been a few hit pieces on them.
    Nov 13, 2012. 02:21 PM | Likes Like |Link to Comment
  • Chesapeake Energy: The Bright Side [View article]
    Any opinion of SD, a company that has ties to Aubrey? Seems they have a good strategy in place but the market is undervaluing it.
    Nov 7, 2012. 10:49 AM | Likes Like |Link to Comment
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