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in4thelonghaul

in4thelonghaul
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  • Brigus Gold - Will The Foxes Get Killed? [View article]
    Sir, you are simply wrong.......few gold miners can produce product for an all-in cost of below $1200
    Jul 23 12:18 PM | Likes Like |Link to Comment
  • GeneNews: The Market Leader In Colorectal Cancer Molecular Diagnostics [View article]
    Seems a no-brainer that those numbers for accuracy and sensitivity are going to have to climb into the 90 percent range for this company to become a commercial success.
    Jul 8 08:16 AM | Likes Like |Link to Comment
  • New Monetization Changes Pay Off For Glu Mobile [View article]
    Excellent article Brandon...

    Lots of positive catalysts seemingly coming together...all eyes are obviously on the real-money angle. Shorts obviously are holding steady, but at least not piling on further...my guess is they are playing for an upcoming dilution, and apparently aren't concerned an offer for the company might surface. I entered recently, though their cash position and the recent weak market has kept me from jumping in as aggressively as I would have liked. You only have a few articles - judging from this one you have the ability to produce useful quality work...keep striving to make each one just a bit better than the last.

    Cheers....
    Jun 21 11:47 PM | Likes Like |Link to Comment
  • The Cost Of Mining Gold: A 101, And A Critique [View article]
    Thanks for your effort with this article....though I have to side with Hebba, as I want to know the 'worst case' or rather the most accurate true cost of production. BTW, there is no way in hades that AUY is producing gold for $800 per oz., or anywhere near that. Of course one needs to factor in political risk as a criteria before plunking down hard earned currency. Personally I place a high premium on miners, gold or silver, whose production is in Canada and Mexico.
    Jun 19 01:08 PM | 1 Like Like |Link to Comment
  • MannKind: Facts And Fundamentals Over Fiction And Fear [View article]
    Personally, I don't think for a moment that the timing of all that negativity was coincidental, however it was a given that the shorts would not allow MNKD to remain in such an overbought state; some entity or possibly a couple had been pressuring the shorts relentlessly, not allowing them to settle cheaply....just a matter of time until they coordinated a serious bear-raid. As for the participants...nothing is too absurd to originate from The Street, and only fools even read The Fools anymore - must admit I was totally surprised at The Fly and their incredible gaff, though I thought MNKD's s/p was below $6 before that even hit. No matter, those aware of the huge potential which Afrezza represents likely welcomed the momentary opportunity provided...I jumped back in at $5.87, and was hoping the drop would take us to $5.35ish - no such luck; too bad we have to wait so long to get a read on how well the shorts played their hand; my guess is they are still in way way too deep.

    Cheers mate -
    Jun 19 09:11 AM | Likes Like |Link to Comment
  • Sequenom: Disruptive Innovation Is Driving Investment In NIPT [View article]
    Based on nothing, but my guess is SQNM is bargaining for roughly $2100 reimbursement, and insurance companies are holding out for more like $1100. Seems likely this is why the short position is so intransigent...they are figuring the commoditization/compet... will make it very difficult for SQNM to make much profit with their current business model. Obviously, an eventual clear-cut win on the IP/judicial front will be a game changer for SQNM...if it comes.
    Jun 5 10:42 AM | Likes Like |Link to Comment
  • This Energy Producer Of The Denver-Julesburg Basin Has Gotten Ahead Of Itself [View article]
    >>If some folks wonder which energy producer is undervalued for me, they need to check out Surge Energy (ZPTAF.PK) for instance.<<

    ...and then -

    >>Surge Energy hovers at ~$4.8 today. I sold most of my position last week to lock a 50% profit in three months, but I still hold few shares to see how things will evolve.<<

    Well, congrats. on your timing and subsequent profit....but honestly you just sold it!! LOL
    Absolutely too funny.
    May 27 11:52 PM | Likes Like |Link to Comment
  • Venaxis Poised For Run-Up Into Pivotal Study Results [View article]
    Any comments Mike on the just announced offering/warrant pkg.....$1.25 - ouch! Sooooo glad I stayed away. That sensitivity rating is awful....guess you know now why the tiny inst. ownership on this puppy.
    May 24 09:02 AM | Likes Like |Link to Comment
  • Will Google Throw In The Towel In The Endgame Against Vringo Due To Legal Precedents? [View article]
    'Mangled mix metaphors' aside....lol, simply superb contribution.
    May 22 12:59 PM | 1 Like Like |Link to Comment
  • Can Judge Jackson Impose An Injunction Against Google's Unconfirmed Workaround? [View article]
    Justice will only come if JJ is determined that it be done - my worry is that the Google boy's chummy relationship to Obama will be a powerful factor in thwarting that justice; needless to say, I don't share the apparent rock solid faith in JJ's fairness and commitment to said justice which some here seem to have - the laches decision didn't do anything to bolster my faith either.

    Google's behavior is simply despicable....steal and cheat, then when caught refuse to make it right - what happened to 'doing no evil'? Nearly as much money as God......but nothing but greed greed greed - absolutely pathetic.
    May 17 10:06 PM | Likes Like |Link to Comment
  • An Industry Outlook With Analyst Vernon Bernardino [View article]
    Nice article Brian.......looking forward to further coverage.
    Apr 25 12:54 PM | Likes Like |Link to Comment
  • Gold Mining Stocks: Cheap Or Good Value? [View article]
    Would appreciate your insights re. BRD....if any besides that you are 'closely following' them - are their production costs truly expected to come in around $750 p/oz? My suspicion is that the true 'full' cost is exceedingly higher, or there is something else neg. involved.....otherwise, why are they selling for .64 as of this morning(?), and wouldn't they be one of the most likely acquisition targets for a healthy mid to large cap producer? I read a piece recently which claimed that the true all-in production costs for even GG was about $1250 per GEO....no wonder miners have been punished soooo severely.

    Long NUGT, GG, AUY, BRD, AG and USLV.....
    Apr 25 09:36 AM | Likes Like |Link to Comment
  • Quicksilver Resources: 25% Barnett Sale Is A Positive, But Challenges Remain [View article]
    Outstanding article........much appreciated.
    Apr 23 02:39 PM | Likes Like |Link to Comment
  • 2 Undervalued Immunotherapy Picks [View article]
    Best of luck to all IMUC longs, but seems like it would be prudent to at least give mention to NWBO, as they also are championing a dendritic immunotherapy targeting GBM with similar indications of astounding efficacy....but they are already in P-3, are progressing along a dual approval process (US & Europe), have just raised $10 M in a direct placement at little discount, and whose treatment appears applicable to ~95% of resected GBM vs. IMUC's ~ 65%. There seems little doubt that IMUC's P2 trial of ICT-107 will be completed well before NWBO's P3 trial of DCVax-L, but apparently IMUC's new CEO is expecting FDA to require them to go the distance with their own P3 trial regardless of results. Just for the information...NWBO's DCVax-L has achieved 6-year survival from resected GBM of 27% vs.5-year survival of ~ 4% for best SOC. With results like that, and assuming an interim analysis indicates similar efficacy trend, it seems almost immoral to continue NWBO's P3 trial to completion in 2014...of course there is always compassionate use so as to allow the trial to continue. Oh, and on April 16th NWBO announced that their P3 GBM trial was adopted as a 'national priority' trial in UK.

    Just a heads-up is all.

    Apr 22 08:22 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics, Statistically Speaking [View article]
    Appreciate the effort you put into this. My understanding was SOC for GBM was ~ 3% at 5 years....so I can adjust that to 4% - good to know; another poster indicated current MOS is now up to 18.8 months whereas I had believed it was about 15 months - again good to stay current. Still, NWBO's....27% 6-year survival vs 4% 5-year survival translates to revolutionary and blockbuster potential as it may go a very long way towards validating the underlying technology platform. NWBO apparently was, in 2005, also given the green light for a P3 trial covering hormone independent, non-metastatic prostate cancer....something one doesn't here much about. From their website, they appear to have constructs for trials with cancers involving lung, ovarian, liver, head/neck, and pancreas.

    As regards AF....you are the 2nd SA author to shine a long overdue light on him. I can't imagine that many take Adam's opinion seriously anymore.
    Apr 19 09:42 AM | 1 Like Like |Link to Comment
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