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U.S. Geothermal Inc. Message Board

exhibitthirteen 9 posts  |  Last Activity: Sep 16, 2014 4:10 PM Member since: Apr 8, 2010
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  • Reply to

    Analyst day scheduled for December 5th!!

    by brennus01 Sep 12, 2014 4:34 PM
    exhibitthirteen exhibitthirteen Sep 16, 2014 4:10 PM Flag

    I know. But there may be other who just don't have a lot of time to carefully listen to the conference call. Just want to give them some legit info...

  • Reply to

    Analyst day scheduled for December 5th!!

    by brennus01 Sep 12, 2014 4:34 PM
    exhibitthirteen exhibitthirteen Sep 16, 2014 2:40 PM Flag

    Listen to the last conference call starting at about 18.5 minutes. You will hear:

    "I can tell you as an example we signed a contract yesterday with a third party and we won't be announcing that."

    Continue listening at about 32:40 in when they are talking about the new segment ('disruptive technology'). You will hear, "in fact the contract that we signed yesterday is pursuant to that"

  • Reply to

    Analyst day scheduled for December 5th!!

    by brennus01 Sep 12, 2014 4:34 PM
    exhibitthirteen exhibitthirteen Sep 15, 2014 3:08 PM Flag

    Don't ignore this part " the Company will provide significant detail on its new growth markets, including oil and gas and chemicals" By the winter months ERII could well have meaningful sales into midstream players. Think about when gas processing facilities schedule maint turnarounds.

    As to the new market opp, Rooney already told us he signed a contract there on the sixth of Aug. Therefore expect to hear something tangible by Dec.

  • Reply to

    Sooner Holding distribution info

    by exhibitthirteen Aug 5, 2014 10:51 AM
    exhibitthirteen exhibitthirteen Aug 6, 2014 8:02 AM Flag

    That 8k contains factual inaccuracies. I invite everyone to call the numbers listed in the 8k and ask if Sooner Holdings or Syntroleum is currently, or ever has been, a client.

  • exhibitthirteen by exhibitthirteen Aug 5, 2014 10:51 AM Flag

    I posted some sparse information on the SYNM board. Interested parties are welcome to review that information. If anybody has additional information to contribute, please do.

  • exhibitthirteen by exhibitthirteen Aug 5, 2014 10:29 AM Flag

    There is a distribution but there is, as yet, no pay date. Ex date is 11th of June 2014.

    The 8k lists Computershare as the transfer agent. However Computershare denies any relationship, past or present, with Syntroleum or Sooner holdings. They say the transfer agent is Securities Transfer Corp.

    Good News: Evidence other than the 8k confirms there is some distribution in the offing.
    Bad News: Sooner Holdings doesn't even know who their transfer agent. There is no pay date set for the distribution.

    I don't think anyone has received any shares but if anybody reading this has, please let us know.

  • When building a position in a stock like IG, you have to jump on those chances. Why? Because when the stock moves, really moves, you get what is happening today.

    Quite simply, the stock runs away from you in big volume gaps.

    Remember what they said on the call...eventually as more profits can be re-invested into R&D, ANDA submissions will become routine. Every month there will be at least one. Eventually ANDA approvals will become routine as well.

    And again, we're not talking about R&D that is being spent on some novel compound that may or may not make it to Phase I or II or whatever. We're talking about efficacious topical drugs that are already approved. R&D risk for IG is minute compared to a typical pharma company. To me, this company is still a buy at 6. It's a screaming buy at 5 but still a buy at 6.

  • Reply to

    Taken out of context. But are these statments

    by fredgier2002 Jul 24, 2014 9:04 AM
    exhibitthirteen exhibitthirteen Jul 28, 2014 7:17 AM Flag

    Well, I think they've said explicitly that roll out will happen in earnest during 4q of 14. I think the Zyri Labs (GNC Corporate) brand is being tested in select pilot locations now.

    So that will be great if it goes well but if you want into this stock you can't 'wait and see' if it goes well. You have to build your position between now and the end of the year with the assumption that corporate GNC will go well. Once it turns on it will be too late.

    Why? FTLF results are currently based on sales to individual franchises which means a big franchisee account might mean a dozen stores or so. I've read on other boards that we should think of GNC corporate as a giant franchise with a little over 3000 stores. Right now, FTLF are selling to about 800 individual franchise locations. Imagine what will happen when they are selling into 3000 corporate stores. FTLF could be in a situation where they roll out Zyri at time zero and at time zero plus three quarters they've tripled their revenue base.

    That course of events is not totally beyond the pale. GNC corporate is monolithic so FTLF wouldn't have to scale up the sales force to sell into each store. And FTLF have a contract manufacturing base so manufacturing the product should be very scalable.

    By then it will well and truly be too late to build a position in the stock.

  • This is a buying opportunity created by investors who do not understand how this business works.

    What IG, in reality, is re-investing current earnings immediately into value-creating activities. That is, R&D. Shareholders should be ecstatic about this. First of all, it's tremendously tax efficient. You PAY the government for GET PAID BY the government for research and development. Second, you get the benefit of immediate compounding. Last year, we could only re-invest about 800k in research and development. With perfect hindsight we can all say with 100% confidence that was money well spent. This past quarter we were able to invest 152% more than that in R&D.

    This time next year we will look back at that investment and discover that it was, once again, money well spent.

    Investors need to frame the income statement in proper terms. Drop that R&D expense to the bottom line. That's 4.3 cents per share. Imagine IG had paid that out as a dividend and you account was set to automatically re-invest those dividends. That would probably please more investors but in reality is is a much, much worse allocation of capital since the company is taxed for the profit and the investor is taxed for the income.

    Trust me, when industry players are looking at IG, they are seeing the value of those R&D dollars. Especially given the low-risk nature of IGI's pharma business.

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