Seeking Alpha

ari5000 » Comments » AONE

  • A123 Systems IPO Meets with Great Success [View article]
    John,

    You don't have any problem with 20x sales? The IPO is bound to stay up -- on a low float, no shorting situation.

    In 6 months, we'll have a better idea what the Street really values AONE. I definitely think the way to win though, as you say, is to buy competitors like XIDE at a discount. AONE prone to giving up a lot of gains when the pump ends.
    Sep 25 08:20 am |Rating: +1 -1 |Link to Comment
  • A Long Look at Lithium: Chile's SQM Poised for Growth [View article]
    unfortunately -- this article doesn't go into the actual value of $SQM. Very detailed -- but the next question is: how much of the story is already priced into the stock?

    I find miners are the most difficult companies to value (perhaps biotechs are harder) but it seems to me SQM is very expensive -- the Street is clearly aware of the potential for huge lithium sales.

    I'd rather own XIDE or CSGH.ob or something smaller/ with more potential in the stock. But not the worst idea. Good luck.
    Aug 14 09:22 am |Rating: +4 0 |Link to Comment
More on AONE by ari5000
Comments by Ticker
AAON, AAPL, ABAT, ACF, ACLS, ACPW, ADSK, AET, AGO, AHC, AIB, AIG, AIV, AKS, ALTH, ALTI, AMD, AMSG, AMZN, ANF, AOB, AONE, APA, APC, ARIA, ARO, ASTE, ASTI, AVII, AXP, AXPW.OB, BA, BAC, BBI, BBSI, BCON, BCRX, BCS, BDK, BDX, BEAT, BIIB, BKE, BKS, BNI, BP, BRID, BRK.A, BSC, BYERF.PK,
ari5000's
Comments Stats
162 comments
Rating: 161 (240 - 79 )