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Nephros, Inc. Message Board

arql07 79 posts  |  Last Activity: Apr 24, 2015 3:06 PM Member since: Jun 19, 2007
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  • If you look at the presentation, they have three formulas to make the coating material into powder form. I think that is remarkable and they seem to understand that different vehicles will require a different mixture.

    Billy when do you think they open up about the metallic filter? They put this in the picture to make a statement. This testing was with the ceramic filters, but are the metallic filters, for the large diesel engines? Hidden before in the Pr's was that the testing was also going on in larger diesel engines.

    Something we are not aware of is going to come from left field. When that does, the debate by the pretenders will be moot. CDTi knows what they are doing and maybe they do discover that that have to tweak something. There was one chart that showed calibrations, improvements. We also can see that they are experiment with combinations with low PM metals.

    The three analyst that follow this all have buys and target average of $3.25. That's all that matters. I have a gut feeling news will be out soon. Management will want to move the share price up, the option packages they get this year, will be based on this price.

  • Have a buy rating and average target is $3.25. One day we will have 10 analyst with Strong buys and targets, higher then most can count here.

  • Reply to

    Dupont

    by arql07 Apr 23, 2015 2:05 PM
    arql07 arql07 Apr 23, 2015 3:37 PM Flag

    So you think he's rory? Similarities in boasting about himself. Could be. Rory had to go work somewhere after ASTX. Just like back then he had multiple other id's, sometime fighting between each other. His one staring you right away, maybe you on too something. Should we keep spelling things wrong? You do like to screw with the low informational investor. Now, what is this that you keep saying about debtunr and pre paid expenses? I missed that.

    I still cannot believe they will bash a company by stating that a conflict on patents could exist. They have no shame on how low they will go. Pretty soon rory will be telling us a birdie told him. Those were good times. Earnings around the 8th. Do you think they break $11M in revenues? I found a good site to tract Acura sales. I'm hoping that the NCAA advertisement helps boast April sales.

  • arql07 by arql07 Apr 23, 2015 2:05 PM Flag

    I'm getting the feeling that Dupont will partner here, sooner than later. This is something that has little discussions here. But why not? If this is the next generation material that these substrates will be coated with, then CDTi would be smart to partner with someone, that could demand a fair dollar and the means to manufacture this in quantities that would be required.

    If they are smart, they are now putting out feelers or are being approached. They could ask similar to what a biotech would ask. Upfront money and royalty deal. After sales ramp up, the larger company buys them out completely. If CDTi was smart about this, they could ask for $50M upfront. Giving a equity position at maybe $10 a share. I understand that will be met with scorn. I saw this happen with several biotech's over the years. For some reason this stock attracts, investors who like biotech's. So we have a different way of viewing these kind of companies. I have invested in ASTX, ARQL, TSRO, MOGN. Earlier today someone stated they invest in biotech's.

    The investing company, understands that the money spent developing the technology has to be rewarded. So it's not usual to get the milestone for a stock price above where it's trading. The investing company want something for there money. So they are happy to pay $10 a share for 5M shares. If CDTi get's this kind of upfront money, the stock would rocket to near this price on the news. A royalty of 20% would be the rewards later.

    Depending on how real the Spinel technology is, something like this could be in the cards. I base this on the comments the CEO has made in the past. We have a small float and all the benefits that gives us. Testing by these independent labs, using the process that the OEM's rely on, is just the steps.

    Do your own DD. This is my views and based on real life events.

  • Reply to

    CDTI remains trading at it's weeklu average

    by billyteex1 Apr 22, 2015 5:33 PM
    arql07 arql07 Apr 23, 2015 6:36 AM Flag

    I replied to his post. Looked at the spelling and accepted it as accurate. If you read billy's replies, he always spells their and there wrong. Get's them mixed up. I don't get in your little squabbles. I just look at what we can find and make my decisions on investing. I have known billy since ASTX and we saw similar strategies in that investment. Took longer than we expected, but walked away with a triple.

    We all can take his test. Set it up and I will be there. We all see similarities in each others posts. Grandslammer can repeat the same logic that spanspur posts, rayonman does the same thing. Dbtunr daily repeats things that spanspur posted. But I will start to watch your posts and we will make this a circus.

    Until you post something real and accurate, you are just several Id's that made some huge mistakes lately. What's one more.

  • Reply to

    CDTI remains trading at it's weeklu average

    by billyteex1 Apr 22, 2015 5:33 PM
    arql07 arql07 Apr 22, 2015 5:54 PM Flag

    Do you think competition shorts our stock? I would like to hear what Zakes has to say. We all wanted it to breakout, but just like you said, this was technical news and that is boring. The street wants the big news and that is still not far off. I bet we trade up starting tomorrow. Anyone who was on the fence is now out.

    Earnings should be out in early May. You are right, we didn't get any bad news. All we care is that the engineers have this on their radars and want to see the independent results.

  • Reply to

    Stock Is Surging Now at $1.96

    by spanspur Apr 22, 2015 10:35 AM
    arql07 arql07 Apr 22, 2015 10:40 AM Flag

    Not mine.

  • Reply to

    Shake out

    by billyteex1 Apr 22, 2015 10:28 AM
    arql07 arql07 Apr 22, 2015 10:40 AM Flag

    As I type this, it already moved to plus territory.

  • Reply to

    Shake out

    by billyteex1 Apr 22, 2015 10:28 AM
    arql07 arql07 Apr 22, 2015 10:39 AM Flag

    10k shares were willing to accept under a $2 price. Suspicious. I believe we finish much higher today. Unless this is buy the rumor sell the news. I looked over that data and everything looked like a win. Now a few traders here, might being playing this for a quick short. But they will have to cover abd the market markers may trap them doing it.

  • I'm happy with the rise. But this will require someone reporting and explaining it the the masses. Most investors are not just waiting around for CDti. Someone will need to point out how this differs from today's methods.

  • Reply to

    White paper out

    by billyteex1 Apr 22, 2015 8:50 AM
    arql07 arql07 Apr 22, 2015 9:08 AM Flag

    Very impressive. They can increase, decrease and ave many options open to achieve results in all the different engine designs. Turbo chargers were mentioned. Ford is big into this. We see it in all their adds. Even their trucks. This is how they are meeting the mileage standards. This looks like a home run, will the street understand. Analyst reports will also be helpful. Thanks for the heads up on where to find it. I want to return to it and read it again.

  • How come. Presentation tomorrow. We have our speculative views on this investment. But that is us trying to make an educated guess. But this meeting in Detroit, is where these things can pick up momentum.

  • Reply to

    CDTI webpage

    by arql07 Apr 20, 2015 12:10 PM
    arql07 arql07 Apr 20, 2015 2:40 PM Flag

    I was proud of it.

  • arql07 by arql07 Apr 20, 2015 12:10 PM Flag

    Been looking this morning for the white paper. Not up yet. Might be nice to copy and post it here. More eyes the better. Even if some of them are slanted.

  • Reply to

    White paper

    by arql07 Apr 17, 2015 9:19 AM
    arql07 arql07 Apr 17, 2015 1:25 PM Flag

    Who wouldn't be okay with 90% less metals? They have Spinel and they have their ZPGM. Spinel can be formulated in a powder form, that may have been why they advanced this first.

    No one's pumping this. We are posting what we find and if something looks odd, we comment on it. The article from MT, was a while ago and they were straight forward that some metals are still required. Tuesday could be interesting.

  • Reply to

    Molecular Structure Sounds Good

    by spanspur Apr 16, 2015 1:00 PM
    arql07 arql07 Apr 17, 2015 9:21 AM Flag

    What molecular structure are you referring too?

  • arql07 by arql07 Apr 17, 2015 9:19 AM Flag

    Next week CDTi stated they will release the White Paper on their website. It sounded from rereading the abstract, they still need some Platinum to combine with. A low amount of PGM combined was the wording. So maybe they save the OEM's $5.5B. I believe the key to success is showing that it works at low temperature's. They called it thermal stability. They talk about flow and that sounds like it , horsepower improvements. If the engine doesn't have to work so hard pushing the air through the filter, means that energy goes somewhere.

    Looks like Tuesday morning we could read the paper.

  • Reply to

    SAE 2015

    by arql07 Apr 16, 2015 10:48 AM
    arql07 arql07 Apr 16, 2015 12:30 PM Flag

    Last page, I find CDTI presentation. If anyone else looking for it got to page 47. Here is what they will discuss:

    In the context of evolving market conditions the Three-Way Catalyst (TWC) is entering an exciting new phase. It remains the main emission control strategy for gasoline powered vehicles but a period of rapidly evolving engine development, tighter tailpipe regulations and material supply issues present a unique challenge to catalyst developers.

    This paper presents an initial study outlining the development of spinel mixed metal oxides for application in modern TWC and addresses some specific challenges underlying this application. Lab and flow reactor data in the study showed how the spinel structure has significant potential in various aspects of the TWC with the necessary improvement in thermal stability. Some initial engine data show three-way performance at or near stoichiometric in a PGM and rare earth free spinel coating and a synergy effect when combined with PGM. An example of a simple calibration modification is shown exploiting the improved three-way window in a combined spinel/low PGM coating.

  • arql07 by arql07 Apr 16, 2015 10:48 AM Flag

    Billy,

    You can go to there site and read all the papers. I'm still looking for CDTI presentation. 1700 to look through. Only 53 of them have anything to do with emission. Partnerships and other deals, could be the footprint we get from this convention. Would love to see who attends Dr. G's presentation. Do we have a packed room? Looks like this announcement brought in some buyers. This is a pretty big event for the auto industry. Not only does CDTI present, then can attend the latest stuff that might interest them. Give and take here.

  • Reply to

    Key points

    by billyteex1 Apr 16, 2015 6:49 AM
    arql07 arql07 Apr 16, 2015 9:30 AM Flag

    All solid points. It will be interesting to see the "white paper". Could this include their own testing data?

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