bill simpson

5 Comments

    • Xinyuan Real Estate IPO Analysis: Poised for a Strong 2008 [view article]
      PRC is always the wildcard with these China IPOs...What I like however is XIN's very strong pipeline coupled with really a blowout quarter in the 9/30 Q. Also most of their housing is aimed at the middle class and at square footage below the PRC's targeted 'housing price slowdown' number...the PRC seems to be focusing on cooling the luxury housing market...however if they do turn their attention to greater restrictions in the middle income market, XIN would have a tougher road to go. right now though with the continued swift urbanization of China, XIN's housing builds are in great demand. we'll see, I do agree that the issue many of these China ipos face is what will the PRC do going forward to restrict and/or slowdown the Chinese economy. Dec 16 04:59 PM
    • Duff & Phelps IPO Analysis: Impact Of M&A Slowdown Has Yet To Be Determined [view article]
      I've an analysis of FLY available to subscribers on my site. Actually I've analysis pieces for 200 ipos a year on the site, all completed prior to ipo pricing/open. Oct 15 07:56 PM
    • Veraz Networks: Another Tech IPO Coming Public Too Soon [view article]
      Think you need to gain a little objectivity, your subjectiveness in regard to this ticker appears to have clouded your judgement. I don't care for the derogatory comments about me by the way. no need to get personal simply because I disagree with you about this ticker. I don't have the power to 'walk' or 'talk' down ipos to gain better entry, that is not what I do. I wrote the above analysis pre-ipo based on the valuation of initial $10-$12 pricing range. VRAZ closed today at $5.88 today for what it is worth.

      I wish you well, appears you are quite green in the markets. Always painful lessons to learnm we've all learned them at one time or another. I would ask though to please keep personal attacks out of comments on pieces. thank you.       May 15 08:26 PM
    • VeriChip's IPO: Losses Ahead for New Implant System [view article]
      and for the record, my entire article is far from false and made of lies. CHIP has a business plan that will not work. It really is that simple. Frankly I don't have the power or the inclination to manipulate stocks. You're giving me far, far too much credit there. I've not had a position in Verichip nor ADSX and I've no plans on ever having one long or short. I will state emphatically this CHIP ipo is one of the worst I've seen since Vonage, which I also panned.

      Good luck to you. You should be careful with your accusations and threats however.       Feb 20 02:37 PM
    • VeriChip's IPO: Losses Ahead for New Implant System [view article]
      Marc, adsx comment in piece is a typo...should read CHIP had under $30 million in revenues. My aplogies there. you may want to dig into 2006 compensation. you listed 2005, which again is pretty darned steep for such a lousy operation as CHIP --- 2006's compensation for making the switch from ADSX to CHIP is beyond outrageous.

      I've no position in CHIP long or short. CHIP is one of the worst ipos I've seen. They've a faulty business plan and they seem intent on throwing lots of money at that business plan.

      I call 'em like I see 'em and CHIP's implantable business segment is DOA. first of all without 3rd party payer reimbursement, the business plan itself is doomed regardless of anything else.

      they've two decent business lines,,,,however the seem set on spending heavily on this implantable chip segment, which means steep losses going forward.       Feb 20 02:33 PM
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