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Goldfield Corp. Message Board

hweb2 62 posts  |  Last Activity: Apr 24, 2015 4:35 PM Member since: Jan 28, 1999
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  • Reply to

    Something brewing?

    by hweb2 Apr 22, 2015 1:00 PM
    hweb2 hweb2 Apr 24, 2015 4:35 PM Flag

    Ah may have found the reason. The 8K filing yesterday included some very bullish financial targets. $85M in revenues and $8,160,000 in EBITA! Huge increases from 2014 revenues of $57M and EBITA of $2,826,000. This might have something to do with the buying in recent days.

    From the filing:

    1)
    Revenue is defined as the total consolidated third party top line revenue from continuing operations as publicly reported in the Company’s financial statements. The percentage achieved is determined by comparing the actual consolidated revenue from continuing operations to the Board approved Revenue Target from continuing operations, which is $85,000,000. The Board reserves the right to modify or change the Revenue Targets as defined herein in the event of the sale or disposition of any of the assets of the Company or in the event of an acquisition.

    2)
    EBITDA is defined as earnings before interest, taxes, depreciation, and amortization from continuing operations. The percentage achieved is determined by comparing the actual EBITDA to the Board approved EBITDA Target, which is $8,160,000. The Board reserves the right to modify or change the EBITDA Targets as defined herein in the event of the sale or disposition of any of the assets of the Company or in the event of an acquisition.

  • Nice to see a little buying today. With the markets on fire, some positive news on their Tech-99m could launch PESI much higher imo.

  • Reply to

    Positive currency impact?

    by hweb2 Apr 14, 2015 9:56 AM
    hweb2 hweb2 Apr 14, 2015 2:45 PM Flag

    All I know is I've been buying MNDO all day and think the stock is a steal under $3. Looking forward to the earnings report in a couple weeks. Should be another favorable comp. Hopefully Q1 earnings of .08-.10/share vs. .05/share last year. Cash position could be pushing $1/share again. Large annual dividend yield (currently 10%!) should limit the downside. Think the stock has the potential to pop back up near $4. They're moving up the earnings date, so have to think the numbers won't be too bad.

  • We've all heard about how the strong dollar is having a negative impact on U.S. multinationals. But the strong dollar may be helping little MNDO. Maybe that would explain why Q4 was so profitable. Would bode well for Q1 and the rest of 2015 if that's the case.

    Saw this in the last 20-F filing:

    The weakening of the U.S. dollar in global markets will have a negative effect on our profitability as we receive payment in U.S. dollars for most of our sales while we incur a significant portion of our expenses, principally salaries and related personnel expenses, in NIS and Euro.

  • Anyone else see that? There was a huge wall at the $2.40 ask this afternoon. Next thing ya know, someone buys all of those shares in a matter of minutes. Including a 25K block. Hmmm...

  • Surprised to see this stock down in the $3.40's this morning, but will gladly take the opportunity to buy as others are throwing the stock away at its 52-week low. PESI posted a great Q4 turnaround, yet the stock is much lower than it was a year ago when they were bleeding red ink. Here's the closing comments from the CEO on the CC:

    Lou Centofanti - Chairman & CEO
    I would like to thank everyone for participating in our fourth conference call. As I mentioned earlier, we have turned the corner. We are very encouraged by the outlook of the business. Revenue is growing, margins are improving. We continue to generate cash flow. We are strengthening our balance sheet and we are in a strong position from a competitive point of view. We have a medical asset that we believe will play a meaningful role in our business in the years ahead. With that I would like to thank you again for your support. We look forward to following up with you in the next quarter. Thank you very much.

    My take is that while the dramatic improvement in the treatment & services sides of the business is nice to see. And yes, the announcement of one of the large multi-year contracts they talked about on the CC would certainly send the stock rocketing higher. But the really exciting story here is how PESI could take center stage in the looming Tech-99 supply crisis. That's what could turn PESI into a multi-bagger. And there sure was a lot of positive talk about their process to produce Tech-99m on the last CC. I'm surprised investors are ignoring this. Canadian reactor will be shutting down next year. There's no way to avoid it now. There's going to be a huge shortage of Tech-99 and PESI Medical might be one of the few companies who can produce it. If that happens, we're not talking about PESI in the $5's or $6's...but in the $20's, $30's, $40's etc. Anyone buying now should be looking out 1-2 years, not 1 or 2 months.

  • Reply to

    Vat, ve back Im $3.17...vat happens?

    by siegundkreig Apr 7, 2015 3:18 PM
    hweb2 hweb2 Apr 7, 2015 4:08 PM Flag

    Are you actually short? Hmmm shorting a $3.16 stock that has posted 3 excellent quarters in a row, earned .10/share last quarter, has a great balance sheet with nearly $1/share in cash, and pays out a large annual dividend that works out to about a 10% dividend yield. Yep makes perfect sense. Why short one of the thousands of expensive stocks out there...when you can short one of the most undervalued companies in the entire stock market.

  • We all remember how insiders couldn't unload shares fast enough in recent years. Well now some of those same insiders just starting BUYING in the past couple weeks. The CEO bought 4,000 shares at $4.14. The COO (and former CEO) bought 5,800 shares at $4.24. And another director bought 3,000 shares at $4.15.

    Maybe it means nothing. Earnings last quarter sure weren't that great. But with a fat 6.7% dividend yield, I'm buying RFIL again. Will wait & see if we get any positive developments here in the coming months.

  • They're moving up the quarterly reporting dates in 2015. A week or two earlier than they've usually been. Hopefully because they're expecting the strong results in 2014 to improve further this year.

    Financial Results Scheduled Releases
    First, second and third quarter of 2015 financial results are scheduled to be released on April 27, 2015, July 29, 2015 and October 28, 2015, respectively, before the market opens.

  • Reply to

    Good volume April 1

    by wywiseman1 Apr 1, 2015 2:57 PM
    hweb2 hweb2 Apr 3, 2015 2:12 PM Flag

    How do you explain it? There was almost panic buying into the close yesterday. People were chasing it at $9.73 when they could have had all they wanted in the $8's during the whole month of March.

  • hweb2 hweb2 Apr 2, 2015 8:00 PM Flag

    Exactly right. Great play on lower oil prices. As evidenced in the big jump in earnings last quarter. Should also have another favorable earnings comp next month. I'm surprised nobody has taken notice of this low floater. But I'm happy to accumulate around $4.

  • Reply to

    Good volume April 1

    by wywiseman1 Apr 1, 2015 2:57 PM
    hweb2 hweb2 Apr 2, 2015 2:48 PM Flag

    Buying continues today. Wonder what's up? Great to see the stock back up to $9.50. But who waits for the stock to rally nearly 20% the last couple weeks and THEN starts buying? Guess I will never be a momentum trader ha.

  • Reply to

    News

    by whisperingpines1962 Apr 2, 2015 9:46 AM
    hweb2 hweb2 Apr 2, 2015 10:30 AM Flag

    Agreed great news! I bought some back this morning. Without the $1.7M hedging loss last quarter, JVA would have earned a fully taxed .18/share! Stock is cheap in the $4's.

    "We are about to embark on a transformation in our business that phases out hedging and short-term trading of coffee futures and options contracts to focus more on our core businesses," said Andrew Gordon, president and CEO of Coffee Holding. "Given the volatile nature of commodities markets, these trading programs have led to inconsistencies in our bottom line, obscuring the success we have realized with our wholesale green coffee distribution and the sale of branded and private label products. We expect the reduction of trading will lead to more consistent results, and represents one of our first steps to enhance shareholder value.

  • Reply to

    Good volume April 1

    by wywiseman1 Apr 1, 2015 2:57 PM
    hweb2 hweb2 Apr 1, 2015 3:45 PM Flag

    Yeah wonder why the buying today? Maybe there's some good news brewing. Nice to see EVOL back over $9! Incredible buying opportunity a couple weeks ago below $8.

  • Reply to

    Ugly Results Versus 3Q

    by hansy_burkhalter Mar 31, 2015 11:27 AM
    hweb2 hweb2 Apr 1, 2015 1:24 PM Flag

    I wouldn't pay much attention to analyst estimates when it's just a lone analyst. Altho I hope he keeps the Q2 at a loss. Q4 is seasonally weaker quarter. Q1 is seasonally weakest. They said on the CC that Q1 would be ebita breakeven. So yes a loss, but very small. Which isn't bad considering the seasonality, the DOE weakness, and they said they got significant work at the very end of Q1. Should be recognized in Q2.

    So Q2 should be off to a good start. Q2 & Q3 are better quarters anyway. I'm guessing Q2 earnings this year will be quite strong this year with the improving markets and all the cost cutting. Should make for a terrific comp vs. the year ago Q2.

  • Solid earnings report last nite. And then this morning they announce they'll start paying out a large dividend of .05/share per quarter. That would make the current dividend yield over 15%! Yowsa!! Even if the stock moves up to $2, it would still be a 10% yielder. Today should be a great day.

    Besides the now extremely attractive dividend yield, they must have confidence that 2015 will be another strong year after posting adjusted earnings of .32/share and .24/share the last 2 years.

  • Reply to

    Ugly Results Versus 3Q

    by hansy_burkhalter Mar 31, 2015 11:27 AM
    hweb2 hweb2 Mar 31, 2015 12:13 PM Flag

    They did. But they made that comment halfway thru Q4. Maybe seasonality or holidays at the end of the quarter had more of an impact. Was still a great quarter and a huge improvement over last year when the stock was trading at $5.

    It's not like PESI was trading at $10 into the report. Then I could understand that they'd need to deliver a .15-.20 quarter or the stock would drop. We were trading in the low $4's! Insiders were buying in the mid-high $4's and I'm guessing they can't wait to snag more on this weird selloff. How many stocks in the $3's posted quarterly earnings of .08/share vs. a loss on 30%+ revenue growth? I sure can't find many.

  • Reply to

    Ugly Results Versus 3Q

    by hansy_burkhalter Mar 31, 2015 11:27 AM
    hweb2 hweb2 Mar 31, 2015 11:42 AM Flag

    Q4 is seasonally a weaker quarter than Q3. I don't get the reaction to this very positive report at all! Q4 wasn't a monster quarter. But it was a HUGE turnaround from the year ago Q4. Revenues up 33%. Earnings of .08/share vs. a big loss. PESI was trading at $5 a year ago when they were hemorrhaging money. Now we have a dramatic turnaround with strong revenue growth, a return to profitability, and a bullish outlook...plus the added kicker of Technetium-99m which could send the stock to double digits...and people are selling in the $3's. Maybe sanity will return after the CC this afternoon.

  • Reply to

    Chart was spot on.

    by mindgame380 Mar 30, 2015 5:55 PM
    hweb2 hweb2 Mar 30, 2015 8:01 PM Flag

    Drop the last few days makes perfect sense. GV reported Q4 on 3/26 or 3/27 the past 3 years. So when no report last Thurs, people took it as a negatvie sign and sold. No report Friday, same thing. And again this morning when still no earnings report. Obviously the slight delay was indeed a sign that bad earnings were on the way. I sold some, but kept some. The CEO buying 200,000 shares in December fooled me into thinking the Q4 numbers would be at least decent.

  • Surprised this low floater didn't get much action after a favorable Q4 report yesterday. CTIB posted Q4 earnings of .11/share vs. .02/share last year. They're benefiting from lower interest costs and lower oil prices. Management was upbeat on the CC yesterday. They seem excited about 2015. We've only got a few weeks before we see the Q1 results. And it's their seasonally strongest quarter! Q1 last year kinda stunk, so they could post some big EPS increases vs. last year. CTIB was trading in the $5's a year ago. And the financials are MUCH better now. I think this is one to accumulate around $4.

GV
1.68-0.02(-1.18%)Apr 24 4:00 PMEDT