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atrickpay

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  • Navidea Continues To Execute, When Will The Stock Follow? [View article]
    neop: why would they need to start borrowing money when they are generating real revenues? If they have cash coming in then they wouldn't need to borrow money--they would need to be borrowing money when they don't have cash coming in
    Apr 9 03:26 PM | Likes Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    Right now, this stock is not trading like the 97.5% of 70m shares that came free on april 4th are being dumped. And with the spike up today, it could make sense that Peltier's went long it and getting a follow effect from his subs. The other thing i noticed is that the stock went up after the Street Sweeper article had come out, so maybe a similar pattern is occurring here. Maybe the time to reshort will be at 6.00 or 6.50 or something
    Apr 9 12:00 PM | 2 Likes Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    brian r: that seems like b.s. to me. Is that legit? Proof that The Street's 'stock under $10' portfolio owns it and that Peltier bot more today?

    I guess, what is Peltier's exact rationale for owning the stock? You didn't share his reason. What's his bull thesis for this stock to almost double in market cap from here?
    Apr 9 11:40 AM | Likes Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    matt: good research thanks..so 18 months was apr4, 2013..the 12 month dribble thing expired april4,2014.
    Apr 8 02:34 PM | 1 Like Like |Link to Comment
  • TherapeuticsMD, Inc.: Stock Promotions, Insider Sales, And A Lock-Up Expiration Create 50% Downside [View article]
    Matt: where did you find the Oct4/2011 date as being the date for the lockup agreement?
    Apr 8 01:27 PM | Likes Like |Link to Comment
  • FuelCell's Backlog Faces A Steep Cliff [View article]
    stevemiller70: form 4 would be required by sec, unless posco is no longer a 10% owner,,then a form 13g/a would be required
    Mar 25 11:34 AM | Likes Like |Link to Comment
  • New 13D Filing Reveals More Dilution Ahead For Plug Power [View article]
    Author: thanks for the article. Looked into the details here a bit more. Important info to know imo. I think Air Liquide is already shorted 10.97m shares. They wud of needed to borrow 10.97m shares to short. So come May 16 they can do the conversions and obtain 10.97m shares, return them to the broker or brokers that lent them those 10.97m shares for their short position. And once that is done, Air liquiide is left with no position.
    Mar 24 04:12 PM | 1 Like Like |Link to Comment
  • New 13D Filing Reveals More Dilution Ahead For Plug Power [View article]
    author: just scanning this article quickly..i don't get it..why was the form 13 filed just in march here if they were acquired back in 2013?? that's my question rn after a brief glance at your article here
    Mar 24 03:48 PM | 2 Likes Like |Link to Comment
  • FuelCell's Backlog Faces A Steep Cliff [View article]
    also alpha exposure: i believe you actually got the royalty thing wrong. The nov 5/2012 article indicates a 3% royalty is paid only on the sale of the power plants. In this article, you indicate that FCEL would be getting this 3% royalty on the amount of fuel cells Posco is buying from one of the power plants it constructs. That is not correct per the nov 5/2012 p/r.

    So since FCEL is getting 3% from sold power plants (build using it's technology it licensed to Posco), that amount could be much higher than the revenues it is receiving now from energy sales to Posco. If a power plant costs $2b , that's $60m of revenue right there to Postco. If 3 are built a year and sold by Posco that's $180m of revenue
    Mar 24 02:50 PM | 2 Likes Like |Link to Comment
  • FuelCell's Backlog Faces A Steep Cliff [View article]
    alpha exposure: what are the products that Posco has been buying off FCEL for 2011, 12 and 13?

    I find the article a bit unclear, has Posco been purchasing fuel cell power directly from FCEL? I do see tthe agreement from nov5/2012 is for Posco to start building then their own fuel cell power plants using FCEL's technology, and paying FCEL for this.
    Mar 24 01:47 PM | Likes Like |Link to Comment
  • FuelCell's Backlog Faces A Steep Cliff [View article]
    "The license agreement may be extended for two additional terms of five years each by mutual agreement." 11.05.12 fcel p/r regarding posco deal
    Mar 24 11:46 AM | Likes Like |Link to Comment
  • FuelCell's Backlog Faces A Steep Cliff [View article]
    user418: that is interesting..http://bit.ly/1iukBoW does show that POSCO owns 20m shares. and there's been no form 4 filed that they've sold any.

    As of 3.06 fcel 10q, http://1.usa.gov/1m2geT7, there is 253m shares o/s
    Mar 24 10:46 AM | 3 Likes Like |Link to Comment
  • Sunshine Heart: Unexpected Buying Opportunity [View article]
    robert h: thanks for pointing out that this form 4 sell was after the earnings report. Regarding these shares being part of his salary package, i don't see that mentioned anywhere in the filing, so how do you know they are from a salary package?
    Mar 17 03:36 PM | Likes Like |Link to Comment
  • Sunshine Heart: Unexpected Buying Opportunity [View article]
    kriyaxa: the management who are selling their shares implies more than 1. I just checked tho and it was just 1 guy who sold (19.7k at 6.20 on thursday)
    Mar 17 03:21 PM | Likes Like |Link to Comment
  • Plug Power -5.6% premarket as Roth, Cowen issue downgrades [View news story]
    seekingalpha: the links you provided to the downrgades go to a locked twitter feed,,let's get some better sourcing
    Mar 14 09:41 AM | Likes Like |Link to Comment
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