short with no fear here
nonsense - the company has never lived up to its own promises and as long as management stays the same this won't happen going forward. A break-even in 2014 looks absolutely ridiculous here
the tiny offering did not go well - company had to reduce the price of the shares and warrants by more than 10% as obviously the buyers complained about the share price dive.
actually I know the company much better than most of you - go back two weeks and you will see that I was long the shares BEFORE the hype started. And I was short the shares once the rallye lost its legs. So don't tell me how to play this stock. The product story is well known by now so any upticks will be temporary until the company will be able to report on sales progress for the new product (which won't happen until Q32014 at the earliest point). So short the rallyes and buy the dips here. This might run for another day tomorrow but will come back ultimately.
perhaps it might add another 10 to 20% short term but it will come back - current valuation already looks lofty
look at recently uplisted LBMH for a very good comparison
the company is a hype stock with very limited business activity so far - the story is all about fracking becoming a big thing in China. But this is a tiny company with annual revenues of just above $12 mln in 2013 and zero visibility into strategy and growth. For example Q1FY14 was weak with revenues coming in below $2 mln and the company had not much to say about new project orders. So the company has traded most of the last year below $2 for a very good reason: this is VERY minor player with no proven path for growth. Buying into a minor US oil and gas little rat-shop doesn't make things any better from a strategy point of view.
The stock has profited from recent momentum buyers and some positive articles on seekingalpha but clearly does not deserve the hype (like almost all of the other momentum plays these days).
Because of the price appreciation the company was lucky to tap the US capital markets to take in some much needed cash but clearly killed the stock price for the time being.
For longs there's plenty of hope here - the stock might be picked up again as a momentum play once the company offers the slightest piece of good news or numbers. So I wouldn't read too much into this decline triggered by the secondary offering. In most cases the shares manage to climb back at some point in the future.
yeah - but the author's assumptions are overly optimistic (by far) - the author is assuming zero risk that the printer isn't the topseller the bulls think of. So far there's not even been a single test installation done.
the easy money on Camtek has already been made here - would short the stock on any news related upticks like this one
if this time Andy has to report real progress in bookings (as already indicated by him) the stock will rise even higher. But obviously investors are already seeing a high probability of great news here so any new disappointment will outright kill the stock. And even if new deals are going to be announced I would expect a corresponding secondary offering. So there's real risk here going long into the call as the stock has advanced almost 30% within the last few days.
that said they don't have any real debt
actually this should put additional pressure on the share price as there are no restrictions for the Mercury shareholders with regards to selling their shares. With several millions of newly printed RSOL shares becoming immediately available for selling into the open market the stock price might very well experience further weakness
the guy must be an idiot - it took me just one week to realize a 20% gain on this one so the "best investor in country" should consider some coaching I guess
he is right - you are wrong - if anything would be left for shareholders the company could just do an ordinary liquidation after selling its assets to Toshiba. The fact that they will undergo bankruptcy proceedings shows that there won't be enough money to satisfy all obligations.
sure - actually nobody cares about this - I don't like the company either but their membrane business looks promising and they will be uplisted the day after tomorrow. That's proven fact. So who cares about well known legal proceedings. Stop your blabla and get a life.
You are outright dumb. While I disagree with Ashraf about some of its picks (like GSIT for example) he is absolutely right here. Toshiba buys the ASSETS, not the equity - and they get them on the cheap for a few million dollars I guess. The shares will end up being worthless. Perhaps that's why they are trading at 10 cents...
remember this is no potential low-float, low market-cap tenbagger like ATRM Wednesday - the company has more than 100 million shares outstanding and its market cap is already approaching $200 mln in pre-market.
wait until Monday when shares will be available for borrowing - this one will take a huge nosedive then
this no ATRM as the float is much higher and valuation already is 10x higher at above $100 mln at pre-market prices when calculating for the 12 million shares that will be issued to Baifen
stock already up nicely from Wednesday's after hours lows despite being downgraded by Jefferies this morning - very nice gain already - looking to exit at around $3.25
$189 mln in cash
$410 mln in term deposits
$310 mln in short term investments
$129 mln in long term investments
$160 mln cash from Baidu for 59% of Nuomi (paid in Q4)
this calculates to a liquidation value of around $3.20 per share and doesn't account for any other assets like customers etc.