Fri, Nov 28, 2014, 8:31 PM EST - U.S. Markets closed early today

Recent

% | $
Quotes you view appear here for quick access.

ZBB Energy Corporation Message Board

doctorsnowman 217 posts  |  Last Activity: 1 minute 59 seconds ago Member since: Nov 13, 2002
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • doctorsnowman doctorsnowman 1 minute 59 seconds ago Flag

    1,000 in attendance and sold out. Confirmed by letter from LD Micro.

  • doctorsnowman doctorsnowman 3 minutes 10 seconds ago Flag

    This Thursday we will get to see and or hear directly from Mohan confirmation on all 15 points. Hopefully if he does not address all 15 investors will ask him about the rest.

    It is quite a list. Unless you believe ERB is some kind of fraud or con the stock will soon react. We are right at the tipping point. Lots of back and forth around $3. Soon ERB will make the move to $5 - $10. Then we get digestion like we see here. That is all technicals. Not fundamentals.

    But at the end of the day. Fundamentals are too strong to ignore. With a little publicity the fundamentals will drive the stock to a much higher level. Closer to $20.

  • doctorsnowman doctorsnowman 9 minutes ago Flag

    From the post above you can see the conference is sold out. It is also invitation only and according to LD Micro the largest investor conference of its kind. ERB is fortunate to be invited and we are even more fortunate ERB is making these kinds of efforts.

    To ERB's credit the stock will take care of itself. IF and when ERB does as they say and grow and earn more money the stock will react. If ERB earns $1 per share or later $ 3 per share ERB will clearly trade at a multiple of earnings.

    Whether that is 10 or 30 times who knows? But that equates to $10 - $60 per share. It is not if that will happen but how long will it take. ERB could just sit back and let the stock take care of itself. But they are investing the time and money to get the story in from of investors and I am grateful to them for that.

  • Reply to

    This may be a good thing...

    by mkabsolution 7 hours ago
    doctorsnowman doctorsnowman 7 hours ago Flag

    Oh no. What are we going to do? ERB is down a little today. The sky must be falling. Happy Thanksgiving everyone.

    As I have posted. ERB stock is currently disconnected form the reality of what is going on with the co. This is a great buying opportunity. Any people scared into selling for whatever reason - nonsense on here, taxes, timing... are losing out for themselves but at the same time creating a tremendous opportunity for this of us smart enough to take advantage:

    1. More new customers in the US and Globally.
    2. More new sales to existing ERB and ERB partner installed base of instruments at their customers.
    3. Sales of ERB US to ERB partner cos customers through their 350+ salesforce globally. Already happening.
    4. More new distributors in existing countries - 2 in Brazil... Plus the network of ERB partner's.
    5. More new countries. Past 6 months with Brazil and Mexico. (95 in all combined ERB cos)
    6. Product FDA and CE approvals and clearances starting with Diabetes HB Vario...
    7. New products announced through R & D.
    8. New ACQUISITIONS filling join the gaps adding new products, medical markets, sales and territories.
    9. New fold in acquisitions of existing ERBA owned companies.
    10. New hires expanding sales and marketing.
    11. Further consolidation and margin improvement from cost cutting, new equipment and economies of scale.
    12. Real Estate sale of $22M adding significant cash to balance sheet.
    13. Investor meetings, conferences, calls, PR (improved news flow), additional analyst coverage...
    14. Outperforming the guidance of better than 20% organic growth.
    15. Continuing and improving the 6 quarters in a row of accelerated earnings. Growing Sales and Profits.

  • doctorsnowman doctorsnowman Nov 26, 2014 2:29 PM Flag

    From LD Micro:

    Dear Friends,

    I know everyone is busy getting ready for Thanksgiving, but we wanted to pass along some important updates.

    Registration is now closed. For individuals as well as companies.

    We are honored to have such interest, but we have reached capacity.

    This also means that during the event we can not have non-registered attendees present.

    Both LD Micro and the Luxe Sunset Hotel want everyone to have an enjoyable experience.

    With your help and cooperation, we can make it a reality.

    Thank you so much.

    Happy Thanksgiving.

  • doctorsnowman doctorsnowman Nov 26, 2014 2:26 PM Flag

    Your welcome.

    I think a lot of the same points I made above will be repeated at the ERB presentation at LD Micro next week. Nice to have confirmation and validation as well as confidence hearing all that from management.

  • LD Microcap Conference in LA next week.

    ERB will make a presentation at the conference. Plus they will hold one on one meetings. If anyone lives in the area or will visit they should call Tom Baker and set up a meeting with Mohan the CEO.

    ERB speaking Thursday Dec 4 at 7:30 am PST.

    1,000 investors in attendance, invite only, sold out. A great crowd for ERB to get in front of. Kudos to ERB for that.

    I think there is a way to listen and or see the presentation from the ERB investors relations portion of the ERB Diagnostics website. There is something on there already. Not sure how that will work. I plan to ask Mohan about all 15 points from the previous post or at least any that he does not cover in the prepared presentation.

    The presentation is also on the IR website. It is pretty good and does cover most of the 15 points. I think nobody reads it, YET. It is all there. Just have to connect the dots a little.

  • doctorsnowman doctorsnowman Nov 26, 2014 2:14 PM Flag

    Notwithstanding the crazy multi ID poster one here ERB is in great shape. Better shape in every way than last week, last month, last year... It is very exciting to watch.

    The stock is not keeping up with the fundamentals. That only serves to shake out weak holders and allow investors a chance to get in at single digits while it lasts. More of an opportunity than a problem.

    While it is a bit sad the multi ID poster pollutes this board with his insanity, it is interesting to note he only posts childish nonsense repeatedly about other posters including me. Zero about ERB or anything relevant to the co. He rambles on that everyone on this board that posts is the same person and we are all talking to each other and other such nonsense.

    That gets a big "Ignore button" from me and I no longer have to look at it. It is a bit sad and that person likely has real psychological problems that are on display for us all to see. Rather than judge or attack, I take pity on him and hope whatever illness or issues he has gets better real soon.

    Meanwhile ERB chugs along and that "Ignore Button" works great.

  • Here is a new ERB top 15 list:

    1. More new customers in the US and Globally.
    2. More new sales to existing ERB and ERB partner installed base of instruments at their customers.
    3. Sales of ERB US to ERB partner cos customers through their 350+ salesforce globally. Already happening.
    4. More new distributors in existing countries - 2 in Brazil... Plus the network of ERB partner's.
    5. More new countries. Past 6 months with Brazil and Mexico. (95 in all combined ERB cos)
    6. Product FDA and CE approvals and clearances starting with Diabetes HB Vario...
    7. New products announced through R & D.
    8. New ACQUISITIONS filling join the gaps adding new products, medical markets, sales and territories.
    9. New fold in acquisitions of existing ERBA owned companies.
    10. New hires expanding sales and marketing.
    11. Further consolidation and margin improvement from cost cutting, new equipment and economies of scale.
    12. Real Estate sale of $22M adding significant cash to balance sheet.
    13. Investor meetings, conferences, calls, PR (improved news flow), additional analyst coverage...
    14. Outperforming the guidance of better than 20% organic growth.
    15. Continuing and improving the 6 quarters in a row of accelerated earnings. Growing Sales and Profits.

  • The cliff note version is simple.

    ERB is building organically and through acquisitions at $1B - $2B company that will earn better than $3 per share. It can happen very fast. At $3 in earnings ERB will trade at $60. Look at other publicly traded med diagnostic companies like Danaher. Not rocket science. Need good management with a solid plan to execute which we have with ERB.

    From $3 to $60 will be fun. That kind of gain can be life changing. Just have to be patient.

  • Reply to

    Here's your home work assignment.

    by gettysburgjuly123 Nov 21, 2014 6:15 PM
    doctorsnowman doctorsnowman Nov 23, 2014 7:56 PM Flag

    The article and PR did not mention. But on the Conf Call Mohan said they have two of the largest distributors in Brazil selling their products. I assume he will name them later.

    It will be good to see how sales are going in Brazil. Brazil makes the 4th and last of the BRIC countries that ERB is selling into, Already in the other three - Russia, India and China - with the ERB partner companies. Now all 4.

    ERB has seen inside sales head count expand as well as many new distributors. That is all great.

    However even more meaningful than the ERB inside sales and distribution is the leverage they get with all the ERB partner companies.

    For example while inside sales at ERB may now have a head count close to 10, the number of inside ERB sales people at the other ERB companies is greater than 300. That is impressive. Hopefully we can hear about progress the 300 are having selling into their own specific markets.

    We already know they are selling into Russia for example. I imagine the actual sales person is a partner ERB sales person. That is the kind of leverage that will ramp ERB towards the $1B mark sooner than investors realize.

    I say that because as soon as investor understand the network, experience and leverage that ERB has, it will quickly trade over $10. That day should be soon as they are explaining that now to investors.

  • Reply to

    Here's your home work assignment.

    by gettysburgjuly123 Nov 21, 2014 6:15 PM
    doctorsnowman doctorsnowman Nov 23, 2014 1:18 AM Flag

    JA - Suresh owns 83% of the stock. Not the float.

    Between Suresh owning 83% and other insiders and institutions owning stock the float is what is left. Around 6 million shares in the float not already owned by inst and insiders. The high level of insider ownership is terrific. All buying and no selling. Shows a high level of confidence by management and has shrunk the float down to a tiny amount.

    Now finally ERB is in fact getting in front of institutions with meetings, research, investor conferences, conference calls, news, IR representation with Tom, LD Micro...

  • Reply to

    Here's your home work assignment.

    by gettysburgjuly123 Nov 21, 2014 6:15 PM
    doctorsnowman doctorsnowman Nov 21, 2014 10:16 PM Flag

    Those are great reads. Thanks for posting.

    The cliff note version is simple.

    ERB is building organically and through acquisitions at $1B - $2B company that will earn better than $3 per share. It can happen very fast. At $3 in earnings ERB will trade at $60. Look at other publicly traded med diagnostic companies like Danaher. Not rocket science. Need good management with a solid plan to execute which we have with ERB.

    From $3 to $60 will be fun. That kind of gain can be life changing. Just have to be patient.

  • doctorsnowman doctorsnowman Nov 21, 2014 10:11 PM Flag

    The thing I like the most is - 1,000 small cap investors in attendance. Very formidable opportunity for ERB to get their story in front of the right people. I expect this to be great but also plenty more to come on the way to $1B in sales and $3 per share in earnings = ERB at $60. On our way.

    LOS ANGELES, Nov. 18, 2013 /PRNewswire/ -- On December 3rd, 4th, and 5th, the 6th annual LD MICRO conference will host 236 companies over three days at the Luxe Sunset Bel Air in Los Angeles.
    Some of the best and most unique names in the micro-cap world will present to both individual and institutional investors, as well as to analysts, bloggers, and the media.
    "We are thrilled to officially announce the Main Event to the investment world. After six months of preparation, hard work, and support from our sponsors, the conference is expected to showcase some of the most exciting names in our space. Since 2002, our single focus has been on following, researching, and investing in companies that the broader markets fail to cover or recognize," stated Chris Lahiji, Founder of LD MICRO.
    "LD MICRO is proud to have hosted some of the best names in micro-cap throughout the years. This year, we plan to break all of our existing records. For the first time, people will have multiple ways of accessing the event as the presenting companies take the stage. We will also have multiple keynote speakers that are insightful, raw, and humorous. We are honored and excited to welcome our friends and supporters in the weeks ahead."
    Please visit http://www.ldmicro.com for a complete list of the companies that are scheduled to present.

  • doctorsnowman doctorsnowman Nov 21, 2014 9:42 AM Flag

    Love all those "Ericisms". We've now got runway. Implying take off. Lots of examples like that. There is a certain to the genius of how he chooses words to sell the vision.

    By acting like the absent minded professor he takes down guards and people become vulnerable to the bull. Really great marketing.

    The real question is. Is that an accident or by design? If by design it is genius.

    Are you still focused on Ebola? It seems pretty clear it is isolated. A least in the US. Doesn't it? Or do you believe it will soon spread widely? I am open minded and just curious of your thoughts. Only way to learn.

  • doctorsnowman doctorsnowman Nov 20, 2014 11:04 PM Flag

    If they can't sell in the past or now, what makes you think they will make sales in the near future?

    New products that actually work this time?

  • Reply to

    volume

    by jagans22 Nov 20, 2014 4:02 PM
    doctorsnowman doctorsnowman Nov 20, 2014 11:01 PM Flag

    Look at my list of 15 things. There is so many different positive things going on and that we can expect to see soon. Combine that with a fundamental as of yet to fully understand what ERB is already doing.

    You get many positives along with a investor wake up through news and IR explaining and demonstrating the model. That equals target prices as high as $20.

    With the above you can look at the drop in volume as a huge plus. Selling dried up. The same exact thing happened with volume before ERB went from $1 to $4. With all the catalysts and the reality of all the positives as they happen with ERN all happening just now I think we should buckle our seat belts as we are about to take off.

    Any one of the 15 could do it. But I expect most of the 15 to happen in the NEAR term. This is about to get fun again. Wait and see.

  • doctorsnowman doctorsnowman Nov 20, 2014 12:43 AM Flag

    New ERB top 15 list:

    1. More new customers in the US and Globally.
    2. More new sales to existing ERB and ERB partner installed base of instruments at customers.
    3. Sales of ERB US to ERB partner cos customers through their 300+ salesforce globally.
    4. More new distributors in existing countries - 2 in Brazil...
    5. More new countries. Past 6 months with Brazil and Mexico. (95 in all combined ERB cos)
    6. Product FDA and CE approvals and clearances starting with Diabetes HB Vario...
    7. New products announced through R & D.
    8. New ACQUISITIONS filling join the gaps adding new products, medical markets, sales and territories.
    9. New fold in acquisitions of existing ERBA owned companies.
    10. New hires expanding sales and marketing.
    11. Further consolidation and margin improvement from cost cutting, new equipment and economies of scale.
    12. Real Estate sale of $22M adding significant cash to balance sheet.
    13. More investor meetings, conferences, calls, better PR and improved news flow...
    14. Outperforming the guidance of better than 20% organic growth.
    15. Continuing and improving the 6 quarters in a row of accelerated earnings.

  • doctorsnowman doctorsnowman Nov 20, 2014 12:41 AM Flag

    Here is a new ERB top 15 list:

    1. More new customers in the US and Globally.
    2. More new sales to existing ERB and ERB partner installed base of instruments at customers.
    3. Sales of ERB US to ERB partner cos customers through their 300+ salesforce globally.
    4. More new distributors in existing countries - 2 in Brazil...
    5. More new countries. Past 6 months with Brazil and Mexico. (95 in all combined ERB cos)
    6. Product FDA and CE approvals and clearances starting with Diabetes HB Vario...
    7. New products announced through R & D.
    8. New ACQUISITIONS filling join the gaps adding new products, medical markets, sales and territories.
    9. New fold in acquisitions of existing ERBA owned companies.
    10. New hires expanding sales and marketing.
    11. Further consolidation and margin improvement from cost cutting, new equipment and economies of scale.
    12. Real Estate sale of $22M adding significant cash to balance sheet.
    13. More investor meetings, conferences, calls, better PR and improved news flow...
    14. Outperforming the guidance of better than 20% organic growth.
    15. Continuing and improving the 6 quarters in a row of accelerated earnings.

  • doctorsnowman doctorsnowman Nov 19, 2014 1:11 PM Flag

    Will do

ZBB
0.6027-0.0173(-2.79%)Nov 28 1:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Energy XXI Ltd.
NasdaqGSFri, Nov 28, 2014 1:00 PM EST
Exxon Mobil Corporation
NYSEFri, Nov 28, 2014 1:00 PM EST