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hackenzac

hackenzac
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  • 3D Printing: Revolutionary Industry, Terrible Investment [View article]
    Right. Its tough for a regular investor to analyze technological advantages between competitors and what's coming from behind the wings of a gorilla like HP so maybe it's better to invest in large users of 3D printers rather than suppliers of them. By this thinking, my 3D printing play is Protolabs, prlb. They do quick turnaround parts and while the stock trends with the 3D printing companies, it hasn't cratered like DDD has.
    Nov 7, 2014. 09:01 PM | 1 Like Like |Link to Comment
  • Gold And Silver: Bottom Or Breakdown? [View article]
    I wouldn't be surprised if Russians are dumping gold for liquidity due to pressure from sanctions and crude oil tanking. PM's have more usually inflated during "flight to safety" moments but not this time.
    Oct 9, 2014. 10:59 AM | Likes Like |Link to Comment
  • Update: Great Western Minerals Reports Strong Q2 Earnings [View article]
    Shoddy analysis to say the least. The first thing I noticed was the magnet making contention and I thought since when? Instead of year over year which is one furnace against two, you should look at the quarter to quarter results and the trend for LCM is not good. Their revenues are down. Their margins are eroding. They had a 1.1 million dollar net loss. As the man says, they require partnerships and they'd better make them fast. They only have about ten mil in the bank with at least 60 mil in debt while operating at a net loss with LCM which was supposed to be a cash cow by now. From the quarterly: "Future growth will continue to be dependent on the Company's ability to obtain the necessary rare earth materials at competitive pricing. The Company is working with its customers to identify sources of raw material to meet their short-term demands until the SKK project is developed and production is achieved"
    Isn't the market for raw materials awash? Why would they be working with customers to identify sources of raw materials? Shouldn't they be working with suppliers? Why can't they get competitive prices on raw materials now? It's pretty obvious that somebody is putting the squeeze on them and if LCM is losing money with fully commissioned furnaces, something they didn't have a year ago, and with inputs at rock bottom prices, as low as they're going to go, pray tell how you figure that their earnings are "strong". They're not earning at all. They're losing and their revenues are decelerating.
    Aug 17, 2014. 01:05 PM | 1 Like Like |Link to Comment
  • Great Western Minerals Has Too Much Upside For REE Speculators To Ignore [View article]
    There is also the high risk issue of ongoing litigation between RARECO and former contractors and/or employees that could keep the financiers away for the foreseeable future.
    Aug 13, 2014. 11:46 AM | 1 Like Like |Link to Comment
  • Why You Should Sell 3D Systems And Buy Stratasys [View article]
    Actually, for additive manufacturing Protolabs PRLB is looking might fine. They don't make 3D printers. They buy them and use them to make quick turn around prototype parts for designers and engineers. They reported today and they killed their numbers.
    Jul 24, 2014. 12:37 PM | 2 Likes Like |Link to Comment
  • Focus Graphite Is Highly Undervalued And Positioned To Profit From Rising Graphite Demand [View article]
    Yeah, but, they can't supply the gigafactory if 90% of their production is already spoken for in an offtake to China. In my estimation, Northern Graphite is better positioned for the Tesla business at this time. When I first invested in graphite three years ago, I couldn't decide between Focus or Northern and I still think they'll both do well but I never was interested in being invested in a China supplier and I'm still not so it's Northern for me but I do like that Graphoid business.
    Jul 12, 2014. 11:02 PM | 3 Likes Like |Link to Comment
  • An Interview With Texas Rare Earth Resources' Anthony Marchese [View article]
    I'm not clear as to their final product. Is it mixed treos or do they have a separation plan? Also, considering that they're going to heap leech a mountain down in hopefully better style than the Chinese do it, the "relatively easy access to water" thing could end up being not so easy. They'll need a lot of it and there doesn't look to be much surface water to draw off of. I would skeptical on reliable access to well water over a 20 year mine life in a super parched state like Texas. In a dust bowl situation which is quite possible, wells have a way of drying up and/or not adequately recharging. To my cursory examination, water is the critical control point. Do they really have enough?
    Jul 9, 2014. 09:33 AM | 3 Likes Like |Link to Comment
  • An Interview With Ucore Rare Metals' CEO Jim McKenzie [View article]
    http://buswk.co/v0XSHs
    Jun 28, 2014. 03:09 PM | 2 Likes Like |Link to Comment
  • An Interview With Ucore Rare Metals' CEO Jim McKenzie [View article]
    By my conjecture worth somewhat less than two cents, it appears to be a family feud due to unequal inheritance. My understanding is that Mary's claims aren't part of the mine plan due to low mineralization and her own intransigence. I don't know who's shafting who but it doesn't appear to be sticking to the company or McKenzie. It seems to be a Dotson family matter compounded by anti outsider bias, in this case, allegedly schmooze talking Canadians. If she has a real case, she can always sue but with unanimous political backing, no Juneau lawyer is likely to take it on. The "Billion Dollar Mountain" piece from Business Week is worth a read if you never have. It covers the feuding sisters angle which is apparently ongoing. Too bad. The entire family should be getting rich off of this mine development share and share alike.
    Jun 28, 2014. 02:45 PM | 2 Likes Like |Link to Comment
  • An Interview With Ucore Rare Metals' CEO Jim McKenzie [View article]
    That's Heather Herndon posting, Red Dotson's grand daughter. Mary Dotson is her mother and she, like her mother, has an ax to grind apparently. Google 'Heath Herndon Alaska'. She appears to be an offshoot of the what about Mary? question.
    Jun 28, 2014. 12:00 PM | Likes Like |Link to Comment
  • In-Depth Interview With Natcore's CEO And Director Of Research And Technology [View article]
    What about the tandem technology they were promising? I didn't see any discussion on that. Is it still viable?
    Jun 19, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • An Interview With Ucore Rare Metals' CEO Jim McKenzie [View article]
    The thing I'm curious about is Solid Phase Extraction. It's been almost 2 years since they announced their bench results and their plan to use it. Where's the pilot plant?
    Jun 16, 2014. 02:03 PM | 2 Likes Like |Link to Comment
  • eBay Shareholders - Stand Up And Be Counted [View article]
    There's an ebay sellers mutiny going on. It seems that they don't know who their customers are. They've turned into a nanny state run by algorithms. I have tens of thousands of vintage items sold on ebay since 1997 and I've moved to etsy. The only reason they've hit their numbers is because they raised their fees drastically and PayPal is a monopoly. I hold the company in the lowest regard since I've been using them and I would never buy their shares.
    Feb 27, 2014. 09:23 AM | 3 Likes Like |Link to Comment
  • An In-Depth Conversation With Natcore CEO Chuck Provini [View article]
    Solid. This is an impressive small cap. One of these sovereign wealth deals sounds intriguing and even better, logical. And the technology, also logical and it's easy to understand the math. It's almost like one of those no brainers we've heard so much about but alas, I am just a dog.
    Jan 19, 2014. 02:22 PM | Likes Like |Link to Comment
  • Uranium Miners Outperforming In 2013 May Be Just The Beginning [View article]
    Jeb,
    What do you think about Ucore as a uranium play? The U is in their name afterall. Does it make sense to start Ross-Adams start back up?
    Dec 24, 2013. 05:12 AM | Likes Like |Link to Comment
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