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MustangMajor

MustangMajor
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  • Alaska Communications off 5% in post-earnings late trading [View news story]
    I think ALSK owes it to their shareholders to resume dividends and buy back
    some of the O/S. Anyone holding since the disbursement two years ago are
    down about 25% while management have paid themselves well for a foolish
    adventure.
    Mar 4, 2015. 09:28 PM | Likes Like |Link to Comment
  • Molycorp's Potential Delisting Still In Play [View article]
    @stockhedging. Because as he states that he is back with a short position again.
    People like him lack the ethics of a team player and could care less if a company
    or a country, even one they live in, gets destroyed with the assistance of their
    greed. Reminiscent of a old times peddler beating his mule to death while crossing
    a desert. MCP will go the way of A123. Nobody will care until the Chinese buy it.
    They definitely will end up with the best parts. Everything not at Mountain Pass.
    What could possibly be wrong with that picture if we can make just one or two
    short plays pay off?
    Feb 23, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    The MCP refining is mostly done in California. Are you aware of
    CA's attitude towards permitting of pollution? Think it through, Pls.
    Feb 23, 2015. 11:27 AM | Likes Like |Link to Comment
  • Nuvilex Inc: Why We Believe This Promoted Stock Is Worth Zero [View article]
    At least the author is honest enough to disclose he has a short only position.
    Unless he was born yesterday he must know that there are many hundred
    little biotech companies on the OTC boards where they sit for years waiting
    for the big breakthrough, and if it comes, hope to be bought by big Pharma
    so they can make a killing. They almost never have revenue coming in, and
    rely on sale of stock and all-to-often toxic finance deals with companies like
    Asher, to keep salaries paid and the lights on. It is usually these finance
    companies that hire promoters so they can unload the shares they receive
    by the millions at a fraction of the market value in order to get their money
    back. They don't want to tie their money up for years waiting for FDA
    approval or hope for 10 bag buyouts. They want shares at .0001 and pay
    a market maker like NITE to feed the shares into the float at the highest
    price they can get. If it crashes the pps so be it as long as they got a profit
    they usually could care less how the company or it's shareholders get left.
    Shorters like stupid here, that choose usernames to write forecasts of doom
    under, are not interested in protecting YOUR investment, they want to protect
    their investment, since they have already borrowed the stock and sold it. Now
    they have to sweat with the clock ticking that the price will fall so they can buy
    the shares back cheap enough to make whatever target profit they set. So they
    write articles like this to scare everyone into selling and drop the price. And a lot
    of the time it works. Because even some of the longs know they can sell and buy
    back if they can make enough to no longer care to be treated as longs by the IRS.
    When the marijuana bubble was forming someone tagged NVLX in one of
    their periodic promotions with a maybe this company could have a delivery
    application. That never went anywhere, good or bad, that I could see, but
    it still is in the mission summary. I think it should come off. The thinking that
    all that had to happen was put a mention of marijuana in the write-ups and
    the stock price would go up, seemed to have the opposite effect as it was mainly
    the fake pot companies that were shells involved in studying gold mining or oil
    exploration from their condo in FL, NV or LA. They all bought airline tickets to
    Denver or Seattle to study how to enter the pot gold rush. NVLX was never
    part of that scene.
    Jan 6, 2015. 04:08 PM | 3 Likes Like |Link to Comment
  • Squllier's Declaration Sheds Light On Bankruptcy Details For GT Advanced Technologies [View article]
    Sounds like picking a community organizer to run a large country.
    Recipe for a certain and monster train wreck.
    Oct 29, 2014. 11:18 PM | 6 Likes Like |Link to Comment
  • GT Advanced Technologies Update: Beginning Of The End For Chapter 11 Process [View article]
    The problem with that picture is that Apple has a history of contractually
    screwing it's suppliers. Either they are bought out at fire sale prices or
    they are stripped of intellectual property and abandoned as shells. Of
    course this is made more feasible when Apple can dangle personal wealth
    opportunity to greedy insiders, and given the state of business ethics these
    days it is almost a given that a BOD can be convinced to sign a Apple deal
    and feel that if the company will benefit, so shall the holder of common
    shares. A prime example is the company Liquidmetal Technologies (LQMT)
    left floundering after APPL stripped it of it's IP and tied it up legally so that
    it cannot license it's process in a product that can be monetized without
    violating the terms of the Apple sale agreement. Wall Street financiers did
    not engineer this GTAT disaster. Apple lawyers did.
    Oct 23, 2014. 01:26 PM | 2 Likes Like |Link to Comment
  • GT Advanced Technologies: What Went Wrong And What Investors Need To Know About The Bankruptcy Process [View article]
    I fail to see why you draw the conclusion the fault lies in the
    relationship between GT and Apple, given the Apple statement
    that the BK caught them by surprise. GT has four business
    segments, and not much has ever been exposed by analysts
    about the three not associated with the Apple Sapphire production.
    Why not look at contracts with other customers that may have
    defaulted on their contracts? Apple already has secured the rights
    to the patients, so do not need GT in the future. So other than the
    PR hit that would result over jobs and bringing manufacturing back
    to America, after the lawyers wring what remains of GT dry, it will
    get thrown away like a grease rag.
    Oct 9, 2014. 12:47 PM | 1 Like Like |Link to Comment
  • Molycorp: Oaktree $400MM Lifeline Is 2014's Most Expensive Loan [View article]
    You have proved once again that the value of reading SA articles
    on stocks of interest lies not in the article, but in the wisdom and
    knowledge of some of the commentary. Thank you for your input.
    Aug 31, 2014. 10:18 PM | Likes Like |Link to Comment
  • Uncertainty Still Surrounds Molycorp [View article]
    Let's be realistic. Aside from the meltdown going on with US policy
    this week vs a vs military action in the Middle East and other big
    security issues, who thinks the US will simply let MCP fail? Would
    we let China or Russia be our sole supplier? Even the Democrats
    realize the importance of REE to our defense manufactures and
    will join with the GOP to break gridlocks now that the left is waking
    up to the threat of the Islamic State . A lot of REE material is in the
    weaponry that is being expended. I think a loan or bailout from the
    Government would come very quick if needed. Also look at the
    amount held by Institutional Investors.
    Aug 31, 2014. 09:25 PM | 1 Like Like |Link to Comment
  • Molycorp - Everything Is Moving In The Right Direction For Long Investors [View article]
    Let's suppose for a minute China decides that the US is so entangled in the
    Israel/Hamas, Iraq/IS, Ukraine/Russia, Libya/al Quaeda affairs that it would
    be a good time to annex Taiwan and Senkaku Islands. Bound by treaty, the
    US attempts countermeasures that disrupt REE acquisition from China. With
    this scenario, would the US let Molycorp fail? Be purchased by a foreign
    company? I think at the National Security level, Molycorp's value as the only
    operating producer in the Americas is readily apparent. Like GM or banks,
    too important to liberals who like the comforts obtained while criticizing the
    necessary byproducts that come with them. Molibdenos Y Metales SA owns
    46,700,700 shares as of March 5, 2014, when pps was $5. The only Insider
    Transactions reported for the past TWO YEARS have been acquisitions. I may
    not know much but I know that collectively, the fund/ IH managers that hold
    45% and the Insiders and 5% owners that hold 24% of the OS have access
    to info I don't see and must therefor be smarter than me. I am buying as
    much as I can at $2 and below.
    Aug 17, 2014. 01:59 PM | 1 Like Like |Link to Comment
  • One-Time Stock Sale Boosts Arena To Profit [View article]
    Thank you for that last sentence. That is exactly what I was thinking
    when I saw the first ads and commented on them a few months back.
    At least I had the advantage of having lost so much money and was
    waiting so long for the ads to start, I was paying attention when the
    drug name was mentioned. At that hour I barely would have noticed
    a family strolling around while a voice droned the side effects ( death
    is usually my personal favorite in most of these type of ads) as a pill
    for weight loss. I look for a grossly obese (think the Family Guy,Peter)
    laying on a treadmill, unconscious, while a voice screams "lose weight
    with a SAFE Rx pill under your Doctor's care finally, cheaply, safely."
    And then you go to a dollar store or a chain pharmacy and see an ASLE
    of diet products, including pills. And since Obamacare won't pay and your
    unemployment ran out, that's how you chose. In my rural area, anyhow.
    Aug 6, 2014. 08:11 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Good point! I also frequently skim a article because I already
    have my own opinions from my own research, then race to
    the comments where I find deep insights from old timers that
    are considerably more valuable than the author's, especially
    the authors who are shorting and write weekly to bash stocks
    for which there otherwise is little information. I have even
    followed some of these commenters back and read their past
    comments concerning other stocks as they were great teachers.
    Jul 31, 2014. 10:29 PM | 32 Likes Like |Link to Comment
  • Molycorp drop halted only briefly by positive analyst mention [View news story]
    Thanks, I really needed a good laugh.
    I lost $17K and finally bailed at 2.75.
    Jul 11, 2014. 12:33 AM | Likes Like |Link to Comment
  • Molycorp: Free Fall Halted By Positive Analyst Comments. Will A Short Squeeze Ensue? [View article]
    Short term long position? Ha ha. That's novel, but I have been
    forced into that position myself but I usually referred to it as
    "Left holding the bag." Having averaged down a truely long
    position from the giddy heights of two years ago, I pulled the
    plug on MCP at 2.75 losing about $17K in the process. I want
    that money back. My plan, temporarily thwarted, was to buy
    back in at ~1.50 or less this fall when the A/S doubles. There
    is a perfect storm brewing here in which individual common
    share holders can be trapped. Another year may go by before
    the Chinese get a handle on limiting smuggling and restricting
    export, and prices rise. Meanwhile MCP will run out of money
    and many Institutional Investors will leave the field because
    they are not allowed to hold shares in companies that are
    priced below a certain amount, usually $4 or $5. That brings
    hedge funds out in force and they are the ones who think the
    only way to make money is to manipulate stocks by shorting
    and buying an analyst now and then. I remain bullish on MCP
    and LYSCF for those who are entering the sector for the first
    time and want to start a long position as predictably, short of
    an all-out war or major economic cataclysm, these metals are
    going to remain critical to modern manufacturing needs. And
    replacing them with substitute materials has not worked out
    as some were claiming a year or so ago. But the near future
    is grim. The spurt to 1.96 today won't hold, IMO.
    Jul 10, 2014. 08:23 PM | 4 Likes Like |Link to Comment
  • Molycorp -11.7%, Seeking Alpha blog says shares worth $1.60 [View news story]
    Schock Exchange is a distort and short
    fear monger that thinks running a
    companies potential into the ground is
    way easier than searching for great
    companies that can double or triple if
    held long enough to avoid the taxes
    like the institutional investors do. He
    has no idea what MCP is worth, just
    what he wants the price to be so he can
    cover and meet his profit target.
    Jul 2, 2014. 09:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
106 Comments
166 Likes