Should investors expect a little PR for View-One ????????
July 1, 2010 – “Vu1 Receives Preliminary Order for Its Next Generation Energy-Efficient Environmentally Friendly Lighting Technology”
December 22, 2010 – “Vu1 Records Early Online Consumer Interest for Its R30 Electron Stimulated Luminescence (ESL) Energy-Efficient Reflector Light Bulbs”
February 24, 2011 – “Vu1 Corporation Introduces Next Generation Electron Stimulated Luminescence R30 Light Bulb”
Okay, so Vu1 has told us that they have a distributor (but they’ve never supplied a name), they have told us that they have orders (but they’ve never mentioned fulfilling any of those orders) and they’ve sent out samples of the version 1 bulb (but they’ve never showed the world an actual photo of the nextgen version 2 bulb)… If we don’t get a press release with a photo, announcing who the distributor is, that product is finally shipping and perhaps identifying the size of their initial orders then perhaps their management team isn’t as good as I think it is... Does Haberman still work with Vu1? When will they begin telling the story?
Tomorrow is March 23rd, will Vu1 finally ship their first consumer ready product or will we soon learn of another delay????
The market seems to be expecting the worst as someone was dumping shares today.
Time will soon reveal the next chapter of the Vu1 story.
Tune in tomorrow, same bat time, same batty channel ;-))
Everyone reading this thread should send a letter to GE's Investor Relations team
It might not help, yet Investor Relations will understand the idea and may even see the long term benefit for GE's stock
There’s nothing like a long quite period to give the shorts control of both a board and its stock. Perhaps the few asking for a blog are right and a some words of encouragement could help weak handed longs to hang in there. Then again, if they are ready to sell then why not let them?
This company has product reserves, boat loads of patents, governmental certifications, a small pile of cash and zero debt.
IMHO, it’s the best open ended option play out there with just as much risk as any short term contract. If Antibioticos comes on line next year then folks may hit the jackpot here. If they don’t then the company could be sold for its patents, certifications and even its stock piles and still probably fetch more than today’s price.
Anyone else notice that we have a buyer here gobbling up 20k blocks while the trash talk is increasing. It reminds me a lot of a builder buying up cheap homes in a bad neighborhood right before beginning a big renovation project.
Sentiment: Strong Buy
Thanks for the info that explains why you can get a six dollar stock for one. Now the trick is to hold it long enough to watch it get back there. Your shorts are certainly all over this like a golden calf with fleas. Another run above two will certainly get rid of the overnight ones but it’s going to take a lot more to get rid of the ones who bought at twice this. Any idea when we’ll get a progress report on the state of the integration?
Jos, the stock price is picked by the market and unfortunately there’s nothing we can do about that. The shorts have taken control of this stock and they are using greed, uncertainty and fear in their attempts to drive down the price. Right now they are also taking advantage of low end of the day volumes; dumping small quantities of shares at rock bottom prices to create and accelerate an artificial down trend. Even though their actions verge the edge of being illegal, there’s probably nothing we can do to stop it… Of course, there’s always something we can do, but most here have lost the will to help (that includes...)
Eno might be able to strengthen the public’s perception of Metabolix by sharing more about the progress being made at Antibioticos. The idea of a blog showing teams working together, progress being made, and a friendly working environment is a good one. Unfortunately, he appears to be working on Metabolix’s reputation by delivering monthly presentations but the turnouts are rather sparse.
What would you suggest that Eno do to turn things around? Some have suggested that he give up control of the Americas to a deep pockets partner (isn’t that what ADM was)? Others have suggested that he give up, sell the company’s assets and walk away; is that what you really want?
I see plenty of potential with what Eno is doing with Antibioticos and clearly they do too or they wouldn't be working with him. If that’s not enough to keep the share price at cash value (not including the value of the product reserves, patents, etc.) then I don’t know what will. Perhaps the best thing we can do here is give the shorts a run for their money. Save all of our purchase orders until the end of the day then buy up all of the cheap shares that they want to unload. Visit the websites and bb’s of several major North American companies and lay out the case for purchasing Metabolix for their portfolios. Determine if you see a future here and if so then lay out that future for new investors wherever and whenever possible.
Rather than cry about Eno’s past failures, look for ways this can and will turn around. Do you see any future with Antibioticos or is it simply a money pit waiting to burn up whatever cash we have left?
Sentiment: Strong Buy
Zero debt + product reserves + cash + LOI == Time
Eno is not in control of the stock… Weak handed investors are the ones giving up their shares at a discount. If you want to blame anyone blame everyone who doesn’t have the patience to wait. Eno told you that he’s found what he believes is the very best place to manufacture Mirel. Now he and his company are doing everything they can do to make that happen. The falling stock price is caused by uncertainty. Eno could certainly help that a little by creating a blog, adding a few pictures of the two teams working together, telling a few stories about the bumps and successes along the way and keeping investors informed. If you are waiting for a big press announcement saying that the first successful test runs have occurred then you are probably going to be waiting quite awhile; the conference call mentioned something about early next year. That’s a long time to wait for nervous short term investors but it is a drop in the bucket for patient long term investors.
The daily water torture that is the Metabolix stock is hard, but the problem isn’t Eno… It is the savvy shorts who drop the price at the end of the day by dropping a few hundred shares at the very last second. It is also weak handed investors who are patient enough to hold on or at least ask for more.
This sounds really good as it expands opportunities for Metabolix:
"Metabolix developed a series of PHA copolymers and demonstrated that they were miscible with PVC resins. Based on miscibility and performance requirements, Metabolix researchers created specific compositions of PHA copolymers to improve plasticization, impact and processing modification of rigid and flexible PVC.
In plasticization, PHA copolymers performed as high molecular weight, readily dispersible plasticizers and enabled formulation of compounds with low additive migration, low extractables, volatile loss and staining.
* In impact modification, PHA rubber copolymers outperformed the best available MBS core/shell impact modifiers and did not compromise PVC transparency or UV stability.
* As a processing aid, the metal-adhering properties of PHA copolymers promoted homogeneous shear melting of PVC particles and prevented overheating and degradation.
* Together, the results demonstrate that these newly developed biobased PHA copolymers can produce significant improvements in the modification and processing of PVC.
“The significant performance benefits PVC gained from blending with PHA copolymers underscores the versatility and value of Metabolix’s PHA technology,” said Oliver Peoples, chief scientific officer and vice president of research at Metabolix. “These developments will allow us to broaden the addressable market opportunity for our materials, beyond our traditional focus on those markets requiring biodegradation.”
Sentiment: Strong Buy
Jos, they are busy collaborating with Antibioticos towards the goal of producing commercial grade Mirel biopolymer resin. They picked Antibioticos because it is a successful highly regarded toll manufacturer of fermentation products (in business for over 50 years) and because they already have manufacturing equipment very well suited to the production of Mirel resin. IMHO, Eno choose very well, rather than spend years and hundreds of millions building everything from the ground up they are able to bootstrap off a world class facility by adding a minimal amount of new equipment. FYI, this is perhaps one of the best decisions that Eno has ever made.
Jos, you appear to be asking, what is the delay? This is what they are now working on and they expect to show sample from by early next year (unfortunately it takes time):
“At Antibióticos, the fermenters are already in place as is much of the recovery equipment. As we prepare for the contract manufacturing phase our anticipation is that we will need to secure a limited amount of additional recovery equipment which we believe we can do at short lead time and a relatively low capital cost. We will be working with Antibióticos to finalize the details of the contract manufacturing arrangement and to map out the details of the required capital investment as we work together under the demonstration phase of the LOI in the coming months.”
Many of us keep asking about their bio chemical business; this appears to be Eno’s answer for that (it will be looked at right after Mirel is back in production):
“Working with Antibióticos enables Metabolix to collaborate with a highly capable partner and maintain control of all aspects of our technology and process. It allows us to stay flexible, to work with multiple partners, to deploy new technology when we see fit and to integrate biopolymers and chemical manufacturing in the future.”
Some of us are worried about funding growth and it’s pretty clear that Eno is too. Clearly at some point this company is going to need help and while that will most certainly dilute existing shareholders it will also add cash that strengthens the company so that growth becomes possible:
“While we anticipate the capital cost being modest and manageable for Metabolix we can now choose to open conversations if we wish with a number of customers who had expressed an interest in investing with us in PHA manufacturing.”
Eno is focused on keeping Metabolix healthy and growing but it is going to take time and patience:
“It is much too early to offer any guidance on the earnings potential from on the Antibióticos facility, but our analysis and collaborative relationship with Antibióticos should allow this to be cash generator for Metabolix once the business is ramped up. While it should be clear to you that we are enthused about the potential of the Mirel launch we are well aware of the many challenges in front of us and are working aggressively to overcome them”
Patience is the key to holding a speculative investment
Sentiment: Strong Buy
You have a very powerful short community pushing on a stock that is selling below cash. If longs here could see and properly explain why this stock is worth more than what it is currently priced at then you could see a very bullish run. But no one here is able to do that, instead they all have reasons why they think top management should be fired. You fire top management and then the real discount begins. If you want to see your investment increase in value then everyone here needs to start explaining why they believe this is a good investment. If you can't do that then you should really move on because the shorts are ruling through greed and fear and without a proper logical reason to buy fear is ruling the day.
They have created an artificial down trend. The chart along is enough reason for most longs to stay away. The only way that trend is going to break is for buyers to return. Can you give them reasons to buy? If so, I've never seen it.
Come on ilove, time for you to come back and shake things up! No new news but the stock has gone up in spite of that??? The company hasn't released a useful press release in... "like forever" and the CEO says stuff like "As has been documented in the press, Antibioticos is undergoing a financial restructuring in order to grow the site and ensure long-term strength." (See the last quarterly report transcript. ;-))
ROFL, never once was that documented in the American press and Eno knows it! He expects all of his shareholders to filter through the Spanish press, translate and determine what applies to Metabolix. Sorry but I found that pathetic and I am surprised someone did not call him on that.
Eno!!! You and your company need a blog so you can share what you know without expecting shareholders to learn Spanish!!!!
The company is being extra careful and in doing so they are keeping many shareholders in the dark. Most companies release press about "new sales" and some even get quotes from their customers. The last good quote I read here was several years ago when a Rubbermaid manager went on and on about how great meril is and how easy was to setup an injection molding process for it (going on to point out that it even requires less energy to transform).
Eno, do you have customers? How is that new PVC product line doing? What's up with manufacturing? Is Antibioticos going to work out or have you found another plan to add to your partner list? Are you just burning money waiting for the Spanish government to right things?
Inquiring minds know nothing!
What sort of a knucklehead gives a thumb down to a post to another investor? ROFL, someone who is very insecure that’s who!!! Ready told us when he sold at $2.50 and you can find that back looking at the history of this board. He also told us he would buy it back when the price is right. If Ready gave one of today’s thumb down then he must have been very disappointed when it bounced above his target (I believe he was shooting for $1.30). If someone else gave the thumbs down then they were probably very disappointed when Ready sold half his position at $2.50. Regardless, it’s pretty funny that two people felt the need to give this post a thumb down. ROFL, get a life!!!
I'm sure Jamba has a good plan, but it might help to study the plan of their competition...
From recent press:
Smoothie King plan to grow in a market that seems crowded already? In a recent interview from headquarters, Kim shared his battle plan for smoothie domination:
Add food in the U.S. Kim pioneered a salad-and-wraps menu for the Korean stores that he plans to test and bring to the U.S. units. Right now, American stores sell little food — just the odd energy bar. Adding more of a lunch menu offering “healthy portable meals on the go” could help grow existing-store sales. At the Korean stores, more than one-fifth of revenue comes from food.
Open company stores. Plans are to open 200 company-owned stores (currently there is only one company unit) over the next five years. These stores would become the testing ground for new initiatives, including the food. The company may also explore new store formats — the Korean stores are larger and have more seating. “These will be flagship stores that show we’re an ‘A’ brand,” says Kim, “not a ‘B’ or ‘C’ one.”
Explode domestic franchising. Kim hopes to open 800 franchised units over the next five years.
Emphasize health. Rather than just another smoothie store, Smoothie King’s focus is on the health benefits and low calories in its drinks (many are around 300 calories). Kim says this approach builds more customer loyalty than positioning smoothies as a treat. Current tagline on the website: “Be good to yourself.”
Stay where it’s warm. Having watched the misadventures of other smoothie chains that expanded to cold-weather regions only to end up pulling back, Kim expects to focus most expansion in the southern U.S. First targets for expansion include Dallas and Miami.
Grow overseas. The company is also looking to increase its presence in Asia. Its first Singapore store — a showy flagship in a Times Square-like location — opens in December, and expect to see more units in the region next year.
Revamp marketing. In the past, Kim says Smoothie King suffered from “too many messages” in its advertising. The company has retained WD Partners to work on strategy and branding efforts. Expect an upcoming campaign to focus on nostalgia for the brand. “Some people have been coming here all their lives,” Kim notes.
Dominate in social media. Smoothie King customers are engaged with the brand on Facebook, where a recent sweepstakes contest the chain ran garnered 4,725 responses and a big chunk of new Facebook fans. The company has a ways to go here — Jamba Juice has 1.5 million fans compared with Smoothie’s quarter-million.
Sentiment: Strong Buy
Steve, you may be right, I've heard multiple times that the photos on their website are just artist renderings and I believed that to be the case due to the extremely polished look. It is possible that they've hired a very good photographer and he or she used a little Photoshop to make the pictures look that great. Sorry for assuming that we haven't seen the final product. I imagine that their version two bulb looks just like the bulb displayed on their home page and within their spec sheet.
Ginch, regarding tomorrow’s ship date, if they can’t figure out a way to ship and bill at least one bulb on the 23rd then I’ve invested in the wrong company. As Steve Jobs would be quick to say: “there’s an app for that!”
If they can’t figure out how to bill their customers; here are two of many iPhone/iPad apps
If they can’t figure out how to create shipping labels; here is one of many iPhone/iPad apps
If they don’t know where they are going to get boxes or bubble wrap from then they can visit any place that sells moving supplies (for bigger shipments) or they can visit their local UPS/Fedex/Post Office/Etc.
This isn’t rocket science; if they are unable to ship something tomorrow, as the CEO said they would, then they should not have provided a date and if they can’t ship a small quantity of bulbs to you or anyone else here (by the end of this week as you were told) then they need to hire some help.
Please stop making up excuses for why delays could or will happen; if they can’t figure out how to ship a few bulbs this week then today’s drop in share price is highly justified.
Lack of experience is not an excuse for something that has been years in the making. I can and probably will accept any excuse that they shovel my way but I would prefer to learn that the company is capable of following through on their word.
“Feb. 24, 2011 -- Vu1 Corporation… announced that it has completed electronics miniaturization in the second generation of its Electron Stimulated Luminescence™ (ESL) R30 light bulb and will begin shipping the new bulbs to all customers with outstanding orders from March 23, 2011… Philip Styles, President and Chief Executive Officer. "In the coming weeks we plan to fulfill all of the pre-orders for our initial R30 bulb with our next generation bulb”
It is now March 23rd in the Czech Republic; will the employees at Vu1 be able to finally earn their first dollar?
Steve, I’m not assuming that my bulbs will ship tomorrow (today in the Czech Republic) but I would like to read somewhere that “bulbs are now shipping” and will soon be sent to Vu1’s online customers and to Vu1’s distributor in Seattle which has already taken orders from many eagerly awaiting customers.
Personally I’d like to see Vu1 give their distributor a small plug for sticking with them thus far and providing valuable real world feedback as well as an online system for bringing Vu1’s ESL technology to a wide range of lighting enthusiasts. Most every single ESL article that I’ve read mentions that bulbs are available directly from Vu1 (a company that requires orders of “8 or more” and isn’t setup to distribute to the masses) but neglects to mention Vu1’s “leading northwest electrical distributor”… A distributor that you and I happen to know about yet if someone else wants to order only a few bulbs then they really have to dig to find out that Destination Lighting’s online website is also selling Vu1’s ESL bulbs.
Deep in the money long term options here are cheap in comparison to the stock price... I just paid less than a fraction of 1% to push deep in the money August options out to 2015. If anyone else here is playing the options game too then you may want to consider a similar push.
For those who already own shares... I highly recommend you stay away from options unless you are selling some or unless you are using deep in the money ones to push a purchase out to a later time. For example, you can purchase 2015 deep in the money for approximately half the current share price plus a nominal time premium. If you don't have enough money to purchase one hundred shares of stock today, but you have enough to purchase half that then you could consider buying one deep in the money contract with an expiration date as far out as possible... If you do decide to try options then please please read as much as possible before you make any purchases. A lot of the out of the money options or barely in the money options expire worthless. Sure there is potential for big rewards if the stock soars, but that is rarely the case and the buyer loses out. I use deep in the money options to delay purchases that I'm am definitely going to make but I don't do it to gamble on the future value of the stock. Paying a very small premium for deep in the money 2015 fits my normal risk profile, but it might not fit yours if you end up buying a lot more contracts than the number of shares you plan to own. Good luck and be careful
Why wait in line at a store when they will ship it overnight (for free) to your house or office and you'll receive it the same day without waiting in line?
iTunes make the setup trivial so why wait hours at the store?
If you must go to the store then you should setup an appointment and avoid the lines... It could be hours before it get to the front!
NOT !!!!! Look how excited they are on CNBC
Markets just gave up the majority of its gains for the day
And CNBC reporters could not be happier
Smiles, Smiles everyone... "Gosh, we just gave up much of the recover"
The majority of AT&T subscribers signed up in late June or early July
That is the refresh cycle for the majority of AT&T iPhone subscribers
I’ve been through several of these refresh cycles and am stuck to a two year contract before I can switch but switch I will the minute that I get a chance.
On the other hand, my wife didn’t need the face time provided by the iPhone 4 (but she does have the 3GS) so she’ll be ready to upgrade to Verizon this July
And yes, that is how we see it. A move to Verizon is an upgrade to a real, much better, service.
The only way my phone works in my neighborhood is if I purchase a micro cell from AT&T. Several of my neighbors already have and the rest are just waiting for July so they don’t have to worry about crappy service any longer.
LOL, anyone here watch Cramer?
About a week ago Cramer warned viewers to stay away from CSE because the dividend was "too high" and would likely go down (LOL, of course it will go down... As the price goes up!!!). He also mentioned that he didn't trust stocks with dividends above 10%. What he didn't mention was that prior to the recent drop, CSE's 200 day moving average price was above $25 and the dividend ($2.40 for 2007) was below 10%... Cramer threw out the baby with the bath water.
FYI, based on today's close the dividend now sits at 13.6%
If Morningstar and the Motley Fool are both right than CSE should be an easy double in about five years based on dividend alone (assuming an entry price of $17.60 or less).
Hmmm, Yahoo claims that CSE has a payout ratio of 132%
What put it above 100% ?