AxoGen, Inc. ( AXGN ) was a big mover last session, as the company saw its shares rise by over 5% on the day. The move came on solid volume too with far more shares changing hands than in a normal session. Although no particular reason has driven the uptrend, the stock has witnessed solid insider buying over the latter half of 2014. Reversing the recent trend of the company, the stock is now trading above the volatile price range of $36.32 to $41.24 in the past one-month time frame.
None of the estimates for this stock were revised over the past 30 days. The Zacks Consensus Estimate however moved higher over the same time frame, suggesting that more solid trading could be ahead for this stock. So make sure to keep an eye on this stock going forward to see if this recent jump can turn into more strength down the road.
AxoGen currently carries a Zacks Rank #2 (Buy) while its Earnings ESP is 0.00%.
Read more: http://www.nasdaq.com/article/axogen-inc-axgn-jumps-545-on-insider-buying-tale-of-the-tape-cm425152#ixzz3MMko9hJe
Hoping for some follow up over next few days. Nice if it could hold ground on profit taking off of yesterday's move. Looks like ITI is honing in on $2.00, but we'll see soon enough. Like to see another pop on another big vol. day. GLTA!! 2015 should break new ground and be rewarding for longs, imo.
Price going up and Revs going up. That's bottom line, imo. There doesn't seem to be much cities and other governments can do except write letters.
This week two newly elected state senators and two county executives, all from the Hudson Valley, penned a warning letter to Amphastar CEO Jack Zhang.http://somers.dailyvoice.com/politics/incoming-senators-question-narcan-price-spikes
the amount of money local governments across the country have spent on training their staff to use their specific product so they saw no risk of losing business when they doubled the price because it would be more expensive for cities like NYC to just scrap the Naloxone program entirely.http://www.liberationnews.org/cheap-heroin-unaffordable-solutions/
the World Health Organization (WHO) is recommending that countries significantly expand access to naloxone to help manage opioid overdoses.
naloxone is currently accessible only through hospitals and ambulance crews, who may not be able to treat overdose patients quickly enough
The guidelines recommend countries expand naloxone access to people likely to witness an overdose in their community, such as friends, family members, partners of people who use drugs, and social workers,” the article stated.
Amphastar Pharmaceuticals’ (NASDAQ:AMPH) lock-up period will expire on Monday, December 22nd. Amphastar Pharmaceuticals had issued 8,000,000 shares in its IPO on June 25th, American Banking and Market News reports. The total size of the offering was $56,000,000 based on an initial share price of $7.00. Shares of the company owned by company insiders and major shareholders will be eligible for trade following the expiration of the lock-up period.
They are lining up partners who will subscribe to the customizeable API and they will offer it to farmers. There will be licensing agreements. There will be a white lable, meaning it can be rebranded. There will be resellers. Agrarian is one such deal, I think.
A lot of time and effort and money has gone in so my hope is, Iteris KNOWS there's a market unfolding ahead.
There's always risk. But in 6 mos., price of stock should go up, imo, because subscriptions should start coming in about then or a little after. The market is mainly USA but also worldwide.
ClearAg is just one iperform product. . Of course their traffic video products are also doing well but a lot of cash has been going into stuff like ClearAg so it'll be nice to get something back..
If they finish around $20M revs in 2014 and $18m was MD, then plug in the 42% they should do $27 M in 2015 and I'd add the other products which are more profitable and gaining traction.
So they should make a profit for 2015.
Going foward the 42% should continue as new products gain traction. Not bad. I was hoping for more but that's what seems to be happening.
Analysts will have to up their estimates based on this 42%, IMO. That's always good for the stock price.
This all assumesMITK doesn't raise or lower what they charge for MD.
Translates to 42% growth (2015 over 2014) for MD. You can take that to the bank. That's the underlying growth being projected by those numbers.
Thanks. CLYC is just one iron in the fire. The product is laying dormant, in a sense, so I'd suggest anyone to try to find older transcripts and management discussions and PRs about it, in light of Capt. Sully's recent commentst.There was a lot of groundwork laid.
But the Dichro deal and the scintillators is next on my research list.
Nice action today. They had good report-- a few head fakes and the trend seems up. Small caps acting better with a lot of golden crosses forming.GLTA
Until you have an aggregation of data and some analytics there's no market value, except a tiny bit myabe to the companies gathering the big data. Once it's aggregated companies like ITI can find ways to monitize it. The fact that there's articles about it suggests it's an upcoming niche.
In 6 mos. or so I'm hoping for a nice pop in shares. Bring those subscriptions on!! Cash in on the patents and the groundwork laid!!!
I'm hoping this is just the start of the big volume and the pop. Golden Cross forming. Small caps acting better lately. I'm hoping for 700K plus.
Yes. As long as they grow revs and control expenses, as they have been grown and controlled under Capt Sully (pronounced Sooly, as in Sulick) they stay in bus. and the stock does well. As long as they stay in bus. , they keep turning out patents until there are always some about to hit commercial success; so over time, they attract more and more brain power, have more success and are able to reiterate.
This may be a stock to trade and hold for a decade or so. It could really be something.
Pretty exciting so, I guess it's got me posting a lot, LOL.
The golden cross is in and it blows through the 300DMA on huge volume. Bullish.
I think De Novo Ventures II LP, an AXGN beneficial owner, filed to sell 50 K shares on 12/10/14 but the demand for shares seems to be strong, chart looks real good and overall insider activity has been good..
Good future here. Momentum for the products is starting to accelerate, IMO.
I have more DD but let me just add this for now:
March 23, 2011
Dynasil Corporation (NASDAQ GM:DYSL), announced today that its research division, Radiation Monitoring Devices, Inc. (RMD), also of Watertown, was granted additional U.S. patent claims for advances in a detector material capable of responding independently to both neutron and gamma radiation.
This advancement is of critical national importance because the most commonly available technology for detecting neutrons in Homeland Security applications,specifically neutron detectors based on gaseous Helium-3, is becoming impractical because of serious limitations on the availability of this gas.
So, from this, it looks as though theres a Helium shortage and there's a serious need for an upgrade in handheld dectors - not just some of them-- but accross the board in the USA and possibly world wide.
Some DD as promised:
From CC:"There are certain initiatives which could result in the upgrade and replacement of existing instrumentation technology, which we’re watching closely along with our OEM partners, and could result in increased demand for CLYC.
So it will be interesting to see how this plays out. I found this:
SUMMARY: FISCAL YEAR 2015 DEPARTMENT OF HOMELAND SECURITY APPROPRIATIONS BILL
Subcommittee Mark: June 24, 2014
The bill provides $306 million for the Domestic Nuclear Detection Office (DNDO), $2 million above the request and $21 million above fiscal year 2014. This amount includes $49 million for the purchase of human portable radiation detectors for DHS personnel, $19 million for the Securing the Cities program and $69 million for research and development of next-generation detection technologies.
The radiation protection industry has witnessed a myriad of technological advancements over the past two decades. It is expected that this trend will continue in the future in a bid to solve present challenges and fill unmet needs of the market. Manufacturers have now been focusing on the development of technologically advanced radiation protection devices and accessories such as hand-held radiation detector
The key players in the medical protection market are Landauer, Inc. (U.S.), Mirion Technologies, Inc. (U.S.), Radiation Detection Company (U.S.), Thermo Fisher Scientific, Inc. (U.S.), AmRay Medical (Ireland),....
The DYSL tech is in the Radeye GN.
From Fisher Scientific:
The RadEye is the instrument of choice for first
responders and security monitoring applications
all over the world.
Dual gamma/neutron display
No false neutron alarms for even intense gamma sources
Ideal for law enforcement officers and first responder
MEMORY LANE...some older articles indicate how MD has come a long way ,baby!
Federal Reserve Bank of Atlanta
Retail Payments Risk Forum
Conflicting views exist on the possible adoption of consumer capture for a broad consumer market base.
One perspective is that the potential fraud risk makes it unsuitable for the everyday retail customer.
Despite some differing views, the balance of opinion seems to indicate that consumer capture will not be ubiquitous and will remain a niche offering in the near future.
2009 NOVEMBER 10
BofA reports having 3.5 million mobile bankers out of over 53 million customers (including small businesses) for an adoption rate of under 7%.
Dec 9th, 2009 Celent conducted research in August 2009 among 174 US financial institutions – just prior to USAA’s announcement of its Deposit@Mobile product.
Celent found that risk and/or compliance concerns are holding banks bank by nearly a 2:1 margin versus any other adoption barrier. All the pre-integration in the world won’t address the lingering systemic risk paranoia around RDC.
The #2 adoption barrier according to Celent research is low perceived demand for mobile RDC. When banks see adequate demand for the service, the perceived risk associated with solution delivery will be more easily assumed.
So what’s behind the low perceived demand? Banks mention in interviews that consumers aren’t exactly melting the phone lines with requests for mobile RDC.
If one of the major four banks decide to offer mobile remote deposit capture, it will likely turn into a domino effect, having the other major banks provide mobile remote deposit too in order to prevent deposit flight. Unless one major financial institution offers mobile remote deposit capture in conjunction with their other mobile banking offerings, mobile RDC will likely continue to remain a niche product.
I think there is a slight escalation in the hints. This is from the previous CC:
Regarding the crystal developed RMD referred to as CLYC: Market not as big as previously expected but "there are signs that it may start to expand".
...and that was it....now....
....From This CC:
"There are certain initiatives which could result in the upgrade and replacement of existing instrumentation technology, which we’re watching closely along with our OEM partners, and could result in increased demand for CLYC. We stand ready to supply this material should the market demand materialize. We’re hopeful that 2015 will be a breakout year for our CLYC detectors."
Notice he's getting more specific?
"Initiatives" could mean gov't is getting ready to authorize replacement of existing instrumentation. Could be, big orders coming. They've laid ther groundwork with Fisher Scientific and they have ecapacity to supply.
So this is just one possible catalyst for increasing the value of you're and my big chunk of shares!!
I'll post some interesting DD later.
The company has an interesting business model.
IMO, Dynasil's best asset is all the P.H.D.s they have access to.
DYSL gets grants to pay them and whatever their big brains come up with creates spin offs, products, patent portfolios and tech such as CLYC that can be perhaps licensed and put into units sold by Fisher Scientific to the world's governments.
So CLYC is just one iron in the fire.The thin film scintillator is another. The Xcede another.
So this is how value is created for the shareholders.
They also control their expenses well now. Listen to any CC and Sulick loves the RMD CEO; so that's a "sentiment indicator" ,in itself , that good contributions to value are coming from RMD.
When they can gain Fisher scientific and Mayo clinic by havesting brainpower and do it in a way that is economically feasible and sustainable. Then, a tipping point comes where there are so many irons in the fire, it's inconceivable that one doesn't capture a big percentage of a big market and THAT get's them up another leg to go higher.
This is a positive feedback loop that could create investor nirvana.Over time.
The idea is sustain the model through grants and controlling expenses and reap the harvest.That's why the CC comment was made about going from "saving the company" to "growing it".
The CEO's prepared remarks include the "break out year" phrase for CYLC. So he would tell us more but he can't. Because the deals are agreed upon but not in writing and there is still work to do to finalize things. So that's all he can say and he said it. That's my interpretation.
The CLYC went dormant for a while. So he had already promised more than was delivered. Now he runs the risk of saying too much and letting shareholders down. So he knows what the pending deals are and how close they are to finalization and he knows the risk of promising too much and all he can say is 2015 could be a "breakout year". So that's saying a lot.
My hope is, it's nearly a done deal.
About 9:30 into CC. 2015 could be "break out year" for their patented hand held radiation dection technology.
So, the patch has big promise but it's 6 mos to 18mos away from completion of human trials and it will require financing to complete. Whereas CLYK -a long, long time in the making-is ready to go.
They have a deal with one of the biggest players in the detection bus. Fisher scientific.
If the Gov't decides to upgrade their hand helds for better border security - bingo. And that's what's brewing, IMO.
A lot of work and expense over the years on this but no ROI until, perhaps 2015. This could make a very favorable bottom line impact.
I'll post some DD later but here's some.
From an older CC: The detector can be deployed for applications including homeland security, defense and law enforcement and has the potential to transform personal radiation detection.
Here it is. The RadeyeGn