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Silver Wheaton Corp. Message Board

billyteex1 3571 posts  |  Last Activity: 15 minutes ago Member since: Jul 17, 2006
  • billyteex1 by billyteex1 15 minutes ago Flag

    Do you still own VNNHF? I bought on Thursday SIL at $9.7999. I added to my Levon. I think things are going to get very interesting in the metals area. Read in Demark, they are starting to write home mortgages with a negative interest rate. This is the first time in the history of man, that you can borrow money at a negative interest rate. They need inflation and will do anything to get it. Greece exit from the EURO could be the beginning to the end with that currency.

    I'm sure you will tell us you booked that 85% gain on VNNHF. I don't care for such an illiquid investment like that one. But it should do well if metals break out. I prefer a Jr.s with as close to a negative enterprise value as I can find. Levon with $30M in cash and slow burn and they own 35M shares of Pershing. That investment they made there is up $2M for the Month of January. So management knows what they are doing. Couple that with Newmont owns 10% of Levon and Dr. Frost owns 10%. I feel the smart money understands what they are sitting on, when Gold and Silver get hot again.

    What I appreciate about you, you actual do some DD. Not so much on RVM, but you a least are looking into what CDTI has on their plate. I think you traders, would love to time this one perfect. But that's not easy.

    I think CDTI is taking the steps necessary to advance this to the next level. They could sell off the manufacturing division. I think this would be worth maybe $20M. They had only $200K operating profits on the recent asset sale. They sold it for $1.3. That is 6.5X operating profits. Maybe CDTIO could get $50M? Understand that most of the loses they incur are for R&D.

    Key here, with $6B to be divided up, that offering it as a solution to the big three, to rapidly move away from using rare earth metals will be easy. First Cdti's get's a third of it, the big three keep a 1/6 and the OEM's save $3B. WIN/WIN/WIN. Everyone is motivated.

  • Reply to

    Added to my position this morning

    by billyteex1 Jan 30, 2015 10:12 AM
    billyteex1 billyteex1 1 hour 9 minutes ago Flag

    Dbtunr,

    They never have lost $3M in a quarter. This is why YOU HAVE ZERO CREDITABILITY. You have to lie to make a point. You do realize that some of these losses they incur are non cash items. I would ask you to explain CARB falling off the cliff, but I'm sure it's just DBtunr inventing a point that he cannot support. Just like FX. Ironic how that came back and bit you in the hinny.

    They had $4.8M cash as of end of the 3Q
    They raised $3.8M
    They sold an asset for $1.3M

    That's $9.9M

    The 4Q is the first quarter where the costs cuts take affect. Durafit just ramping up and it will be interesting to see how sales are going. My hope is that they under promised and over deliver on durafit sales. $500K is the number we are looking for. Analyst will be looking at the margins.

    So the 3Q included patent costs, paying the CFO his severance, as any one with any background in financial analyst you need to adjust. But being accurate is something you don't aspire too. I still laugh about your little understanding of prepaid ex for this industry. You are a hoot.

  • Reply to

    $10.82 brought this down 30%

    by chewymalt1200 Jan 28, 2015 4:59 PM
    billyteex1 billyteex1 1 hour 41 minutes ago Flag

    Chewy,

    Knowing Riley, he's watching what's going on in Iraq. Read the Dinar Guru sites. Looking more positive, that a dinar reset is coming. How that helps us, is anyone's guess.

  • billyteex1 billyteex1 2 hours 52 minutes ago Flag

    So you can slip in a plug that somehow they won't survive and I'm a hypocrite because I point out how you invested in RVM, a company with less cash and a mine that caved in, FX issue up the shaft, no pun intended. You pumped that POS and it lost 67% of it's value.

    You have your opinion and I have mine. It's comical how GS and Db and spandex can dish it out, but none of them can take it. It must be that California up bringing. Can't wait for the whole state to go transgender. Figure spandex is half way there

  • Reply to

    This Board Use To Be A Substantial Forum

    by spanspur Jan 30, 2015 4:54 PM
    billyteex1 billyteex1 22 hours ago Flag

    You are oblivious to your own posts. So a good board is you whinny 24/7? What hurts this board is losers like you trying to knock the share price down with lies, hoping that you can buy five minutes before it takes off.

  • billyteex1 billyteex1 Jan 31, 2015 8:57 AM Flag

    Gs,

    I didn't read the bullet, where did you find that? I posted a while back, that they maybe hinting at selling the manufacturing business and concentrating on material only side. So maybe they are putting out feelers on who maybe interested.

    I don't know if you caught this, but the shortest route in the ZPGM would be the after market, like they are pursuing with Durafit. There is a market out there , due to age of cars and trucks, living near the ocean and northern states where salts are damaging to these filters. So CDTI could ramp up manufacturing the powder to a current provider of quality after market converters. The niche here, is who could compete with pricing, if ours eliminates most of the rare earth metals? Even the cheap knock offs would have a hard time competing. I think this is a win/win for the industry. What I read was the after market use a converter who's best days would see 20K miles, where the OEM new installed converters, average 80K miles.

    It's interesting that both the naysayers here, invested in a mining stock with less cash, a caved in mine, flirting with FX issues, but bash a company who has 300 patents. We learned this week, that GM and Audi testing it. If they see first hand that it meets tier 3 standards and could save the industry $4B, meaning they will be happy to share $2B with CDTI, then some growing pains are well worth it. It sounds like this company is thinking ahead and making plans to implement it. Maybe Dupont would JV with them. This is right up their alley.

    Spandex mentioned yesterday how the board has deteriorated. I couldn't have agreed more. We have several weasels who invent things and then cry when it's done to them.

    They don't plan on selling the whole enchilada, rather just the parts that only have 30% margins and replace it with a part that maybe has 90% margins. Think long and hard before you rattle off something, that I'm already to defend. The margins might even be higher.

  • Reply to

    Why dbtunr is a dunce

    by billyteex1 Jan 30, 2015 12:13 PM
    billyteex1 billyteex1 Jan 30, 2015 4:02 PM Flag

    If you add up my math, it allowed $500K, so basically they are only $100K right off the top. If you want to be technical, if they pay the CEO and CFO a total of $800K, this doesn't include the tax's, insurance, options cost they were receiving, so if you want to split hairs, then add everything up.

    No matter how you cut it they have sufficient cash to remove the GC. As for durafit inventory, they ship these things to distributors. They should have a handle on inventory. Hopefully they have some just in time on the popular models.

  • billyteex1 by billyteex1 Jan 30, 2015 12:13 PM Flag

    Recently Dbtunr has been sprouting lies. We understand he took a bath on RVM and has to lash out at his ignorance over FX and his hefty loses on RVM. But we want honesty here so investors can understand the financial position and not the opinion of the guy who thought RVM was a smart Jr play.

    Now as of Sept 2014 they had cash of $4.856M
    They received another $4.4m in the 4Q
    They sold an asset for $1.3M

    So cash wise they had something like $10M +

    They burn through about $1.5M a quarter.

    So cash wise they should have about $8M ++ at the 2014

    Now if the cost cutting measures are realized like we believe. Burn could be under $1M a quarter. Throw in some extra growth in Durafit and they could be much less. Accountants could lift the going concern from the annual report. With $8M in cash, cost cuts in management and durafit sales, "Going Concern" should be a moot issue. We will be looking at this opinion.

    I wonder if the accountants with RVM will now have to issue GC on that company. Hopefully not, because as we have seen, dbtunr don't like the taste of his BS. Thinned skinned individuals, are not very stable.

  • Reply to

    Added to my position this morning

    by billyteex1 Jan 30, 2015 10:12 AM
    billyteex1 billyteex1 Jan 30, 2015 11:47 AM Flag

    You are an idiot. They have $8M in cash. They don't have to pay $800K to a extra CEO and CFO. They have durafit with $500K in sales and a margin in the 40% range.

    You already lost 67% of your valuation on RVM. They will dilute and do another reverse split. Great call. Sounds like you going down with that ship.

    CDTI will turn a profit this year.

  • Reply to

    Added to my position this morning

    by billyteex1 Jan 30, 2015 10:12 AM
    billyteex1 billyteex1 Jan 30, 2015 11:23 AM Flag

    You are wrong, like you were wrong on RVM. Durafit and cost cutting will make them profitable in 2015, PRINT IT. $3B market waiting for the taking in the DPF field. They build a filter that is better, last longer and uses less rare earth metals. The only Going Concern around here, is you in the morning. Take you Flomax and go buy more RVM.

    They have $8M in cash and by the looks of things, the new investors may have already taken advantage of the warrants. Did you see any language on the revision on "A" "B" warrants in the 13D? Going concern may be lifted. Then poor dbtunr will only have his little wennie to hold on to.

    interesting we warned you exactly on RVM about going concern, you called us liars. well who was right. ME. Grow up dbtunr, you are a loser.

  • Reply to

    No News, No PR, No Durafit Update

    by spanspur Jan 30, 2015 7:53 AM
    billyteex1 billyteex1 Jan 30, 2015 11:11 AM Flag

    A weasel cannot keep his lies in order. Don't worry spandex your little 2000 shares on CDTI will survive.

  • Reply to

    No News, No PR, No Durafit Update

    by spanspur Jan 30, 2015 7:53 AM
    billyteex1 billyteex1 Jan 30, 2015 11:10 AM Flag

    No it was not...it was 345,678. Of course you would like to forget that you posted that. That's why you are weasel with selective memory.

  • Reply to

    Added to my position this morning

    by billyteex1 Jan 30, 2015 10:12 AM
    billyteex1 billyteex1 Jan 30, 2015 11:07 AM Flag

    dbtunr,

    CEO already ahead of you on their plans. I believe as soon as testing is complete, deals will be signed within six months. 2018/2019 are engineered well before they roll off the lines.

    Durafit growth will more than buy them time, till 2017 implementations. Now you know why I keep buying. GM and Audi already testing it.

  • Reply to

    No News, No PR, No Durafit Update

    by spanspur Jan 30, 2015 7:53 AM
    billyteex1 billyteex1 Jan 30, 2015 10:59 AM Flag

    345,678....weasel.

  • Reply to

    Added to my position this morning

    by billyteex1 Jan 30, 2015 10:12 AM
    billyteex1 billyteex1 Jan 30, 2015 10:30 AM Flag

    Last March? ill have to see if I can find it. Thanks.

  • If they release Carb news or testing news, how are you going to catch up to this. You can't with only 13M shares.

  • Reply to

    No News, No PR, No Durafit Update

    by spanspur Jan 30, 2015 7:53 AM
    billyteex1 billyteex1 Jan 30, 2015 9:07 AM Flag

    No one to change spandex's diaper.

    You don't sound like a guy who owns 22K shares. One thing about spandex, he bashes his investments and takes full claim when somethings good happen. This is know as the weasel approach to investing. The last time spandex, GS and dbtunr were negative, we spiked.

  • Reply to

    Today

    by oosetrain760 Jan 29, 2015 6:06 PM
    billyteex1 billyteex1 Jan 30, 2015 7:24 AM Flag

    Optimism is what oos craves. Glad he found some yesterday. We all get the negative thoughts. It's what we do with them, that counts. Glad to see him move away from the dark side.

    There's a reason we all stuck with this, so long. Maybe 2015 we find our mojo.

  • billyteex1 billyteex1 Jan 30, 2015 7:13 AM Flag

    The thing I like best about the OPK/PFE deal, was that Frost kept that "Right of First Refusal" language out of the contract. This way, other biotech's are not scared away, that PFE could have the last say. I expect a bidding war at some point.

  • Reply to

    Army news coming sooner than I expected

    by civil.discourse Jan 29, 2015 1:30 PM
    billyteex1 billyteex1 Jan 29, 2015 4:33 PM Flag

    Key in the budget was that the sequestered funding has been added to the budget.

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