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Scott's Liquid Gold Inc. Message Board

longtimefollower 31 posts  |  Last Activity: Jul 27, 2016 1:26 AM Member since: May 12, 2000
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  • Reply to

    $2.50 target

    by runs4theroses May 12, 2016 9:39 AM
    longtimefollower longtimefollower May 13, 2016 2:10 AM Flag

    Who TF is this "we" you keep referring to? Grandiosity doesn't necessarily add to your credibility.

  • Reply to

    KOPN Short Interest - 4/15/16

    by haschultz1 Apr 27, 2016 10:52 PM
    longtimefollower longtimefollower May 4, 2016 7:45 AM Flag

    GOod catch. The addl shorting has only added more pressure on the stock. I note, too, that State Street, in an early 13F filing, sold over 1 million shares in Q1.

    It seems to me there has been little new institutional interest in buying this stock, the last several months....and rumor has it that the T Rowe price fund manager that "liked" this stock left a while back, and the analyst for T Rowe price that followed the company is also gone....which may explain their indiscriminate dumping. Once they are "done," and I would think we wouldn't be too terribly far from that point, I think this stock could bounce back to $ almost every other stock that has bounced off its February lows, and is back to where it was late last year. The notion that KOPN should be one of the few exceptions is patently absurd...especially since their cash hoard and new product cycle should be more deterministic of the stock's price, versus the fact that the bottom line numbers were nasty in Q4 2015. (THe "sizzle" could easily return here...especially if they get a contract announcement or two.)

    In the meantime, as we wait, I would hardly be surprised to see this thing bought out at $3+.

    Sentiment: Strong Buy

  • longtimefollower by longtimefollower Jun 4, 2016 3:11 PM Flag

    Definitely worth reading. Chinese guy named Chen wrote it. I agree with his thoughts 100%, and he has obviated my need to write my own article. (Read the comments section of the article.)

    Note DSWL has been paying a dividend for 20 years continuously, was continuously profitable, since going public in 1995...until the last 5 years.....and earned as much as $1 in EPS, as recently as 2005. They are getting the train back on the tracks with the new CEO they put in a few years ago (who is well incentivized with upwards of 10% ownership of the company), and the Street is not paying the attention it should. While I hardly expect them to get back to historic profits or margins, 30-50 cents in EPS seems like a reasonable possibility, in a few years, which would, alone, get the stock back up to a $3-5 trading price. But the founder, and his esteemed CEO, will probably try to take it private, before that happens. iMHO.

    Sentiment: Strong Buy

  • longtimefollower longtimefollower May 9, 2016 5:00 PM Flag

    It is preserving and securing its future...and maximizing its cash flows. The conversion of east to trio is HUGE...and it is two months early. The burn is manageable, and they still have $50+ million in cash, and net asset value that is a MULTIPLE of the current stock price. It also appears they have a replacement lender for the LOC now.

    The Street can do what it wants. I added 35% to my position today. With glee.

    Sentiment: Strong Buy

  • Reply to

    Careful boys-the Pump is over, now the dump in mass Sell

    by shhc May 12, 2016 12:26 AM
    longtimefollower longtimefollower May 12, 2016 1:48 AM Flag

    You sad sack.

  • Reply to

    BK on Way ? $149.07M DEBT

    by zigzag111 May 23, 2016 8:09 AM
    longtimefollower longtimefollower Jun 2, 2016 2:09 AM Flag

    Worst? Or worse? You fool. Listen to Jack231. He knows his stuff.

  • Reply to

    BK on Way ? $149.07M DEBT

    by zigzag111 May 23, 2016 8:09 AM
    longtimefollower longtimefollower Jun 2, 2016 2:15 AM Flag

    I bought more at $1.24 today, btw. Based on institutional 13F reports, I am one of the top 20 quasi-institutional holders... Although there may be nonreporting individuals or institutions of larger size.

    Sentiment: Strong Buy

  • longtimefollower longtimefollower Jun 2, 2016 2:17 AM Flag

    But you failed to mention that POT said that they see the market coming into balance in the not too distant future.

  • Adjusting for the reverse split, we had volume of 867,000 shares today. The last time we had that kind of volume was EIGHT YEARS AGO, on June 27, 2008, when we traded 1+ million shares. (But that was a day that Emmis was kicked out of the Russell 3000, so it doesn't "count.") Prior to that, the most recent heaviest volume day was October 24, 2006, when we traded 912,000 shares. That was almost 10 years ago!

    Make no mistake, today's price and volume action is a WATERSHED. It signals two very important things. 1) Even though buyers "wanted to buy," they were holding off, waiting for the "inevitable drop" that was "supposed" to happen, after the reverse split. Today's action validates that the stock was artificially MISPRICED. (Look at the upward trending stock charts of ROIAK and ETM and you'll see what I mean.) And 2) The reverse split is actually a VERY GOOD THING, as, when the stock pretty much inevitably trades above $5, over the coming weeks/months, it will actually INCREASE the trading liquidity, as more institutions, who happen to "fall in love" with the NextRadio story, are actually PERMITTED to buy the stock, driving up both the price, and volume, such that we may actually witness, on a day to day basis, going forward here, more volume than PRIOR to the 1 for 4 reverse.

    I am not normally a "hypester," but i must say that i am giddy with delight...and anticipation! I believe in the story. Mi believe in the assets. I believe in the turnaround in New York and L.A.. I believe in the management team. And i believe in the HUGE kicker potential, and "sex appeal" of NextRadio.

    Sentiment: Strong Buy

  • longtimefollower longtimefollower May 9, 2016 4:54 PM Flag

    Who is "we"?

  • did Agrium and Mosaic. Bob was clear that he thinks the market has BOTTOMED, and this should make the lenders more docile. My guess is they announce a new loan deal in the next several weeks, and the stock is a double at that point. Meanwhile, back to $1.25-1.45 this week or next.

    Sentiment: Strong Buy

  • Reply to

    CHAPTER 11 is coming to town....

    by zigzag111 May 5, 2016 6:34 PM
    longtimefollower longtimefollower May 9, 2016 4:57 PM Flag

    You truly are a sad sack. Your post is vacuous.

  • longtimefollower by longtimefollower Jun 25, 2016 12:40 AM Flag

    What's not to like? He is the CFO of Air Canada.

    This is the first time, in 6 years as a director, he has bought, in the open market.

    This thing is crazy cheap.

    I call this a super strong buy!

  • longtimefollower by longtimefollower May 3, 2016 12:39 AM Flag

    Sold for $1.9 B. Revenues of that division are $1.5 B annualized.

    If RFP's pulp division were simply valued at sales, the division would be worth $900 milion, or $9 per share. (Of course, this doesn't account for any company debt paydown.)

    I'm kind of surprised RFP didn't "pop" on the announcement. WY is the #1 market pulp player in North America. And RFP is #3. IP's buying WY's pulp operations consolidates the industry, and, all other things being equal, should marginally enhance pricing power for RFP in market pulp.

  • On April 26, Resolute announced a $15/ton increase effective June1st, to be followed by another $15/ton increase on July 1st. Reported on various websites.

    Keep in mind that the strengthening CAN $ may be part of the spur for this, and all of the increase will not drop to the bottom line, for the company's Canadian mills, when factoring in the foreign exchange.

    Sentiment: Strong Buy

  • Reply to

    Love the fact this message board is dead.

    by longtimefollower Mar 19, 2016 1:42 PM
    longtimefollower longtimefollower May 4, 2016 10:50 PM Flag

    Poor baby. They bought back 500k shares or so over the last 4 months. Better than a dividend....especially if they keep buying. And they bought shares SINCE quarter end...which means they are willing to PAY UP. That is BULLISH...because there are still a BOATLOAD of shares to be bought on the remaining buyback.

    Sentiment: Strong Buy

  • longtimefollower longtimefollower Apr 29, 2016 5:53 PM Flag

    Does anyone know if there is a reason to think Fan might be PRECLUDED from buying stock? Pending contracts, inside info, etc.? One would think if he liked it at $2.85 last August, he would love it a hell of a lot more at$1.65 now.

  • longtimefollower by longtimefollower May 4, 2016 11:13 PM Flag

    At an average price of $6 or so. At that rate, they will buy back about 10% of the outstanding this year, and STILL have used up only 60% of the authorization.

    Even better, since Garrison and his affiliates own about 4.6 million shares, we are looking at about 15 million shares in the freely floating share base. And on THAT basis, at the current rate of buyback, they could buy in more like 13% of the "freely floating" shares this year.

    UPshot: If it drops to $6, consider it a gift, and a good place to again add....since, between an expectation of continued support from the buyback, as well as the continued turnaround potential, along with the continued net working capital BARGAIN this stock represents, should provide a huge measure of a MARGIN OF SAFETY.

    Sentiment: Strong Buy

  • longtimefollower by longtimefollower May 11, 2016 2:26 AM Flag

    Does this "clear the market"?

  • longtimefollower by longtimefollower May 2, 2016 11:49 PM Flag

    I'll buy if it drops back to $4.00-4.05. Maybe.

1.74-0.01(-0.57%)Jul 28 3:58 PMEDT