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Great Panther Silver Ltd Message Board

iwynne2002 9 posts  |  Last Activity: Jun 6, 2014 11:30 AM Member since: Apr 2, 2008
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  • The summer is here so I suspect AMC will make an attempt to break out from it's recent trading range and break $25 again. The upgrade today with a target price of $28 is quite bullish. The first dividend payout is coming soon as well.

    Sentiment: Buy

  • Reply to

    Imax PR..no effect!!

    by iamforstocks May 14, 2014 10:05 AM
    iwynne2002 iwynne2002 May 15, 2014 10:20 AM Flag

    Yep, you pretty much summed up the conundrum that is IMAX. I personally got out of the stock early last year to pursue other investment opportunities. I had been long pretty much since 2009 and had some really good gains here but it became clear to me that longer term IMAX's management was their Achilles's heel. With the market at record highs there is absolutely no reason why this stock is trading below $40 bucks today other than the deliberate and incessant greed of management.

    I love the product and continue to see all of the big tent-pole pictures in IMAX. But as an investment I'd much rather be in AMC which has the largest IMAX footprint and is a much better run company. Plus they pay a dividend. Just imagine if IMAX did that?

  • Reply to

    Huge Upside Volume Two Days In A Row

    by purrldiver May 14, 2014 3:14 PM
    iwynne2002 iwynne2002 May 14, 2014 6:38 PM Flag

    I think it's more than just short covering. I took half of my position of the table today at a 34% gain. Holding the other half longer term. Uranium prices are still at rock bottom levels. Plenty of upside left in this stock.

  • Being short UEC is obviously a crowded trade with about 16 million shares still sold short. Uranium prices are at multi-decade lows but are expected to rebound in the not too distant future. Couple that with the way UEC is positioned in the space along with the heavy institutional ownership of the stock and it would appear that most of the risk is to the upside from current price levels. I am long from $1.10 and will add to my position on any dip under $1.00. I missed the last dip due to lack of available funds. Bummer!

    Sentiment: Buy

  • Reply to

    How much higher can Disney go.

    by nineball50 May 9, 2014 3:52 PM
    iwynne2002 iwynne2002 May 12, 2014 11:48 AM Flag

    Based on our most recent earnings report it's pretty clear that Disney is firing on all cylinders. For that reason a bit of a growth premium has been priced into the stock. That said, the Star Wars effect has not yet been factored in as I believe the opportunities that spawn from the next batch of movies will be plentiful. I'd like to see them consider a split once the stock gets to triple digits. Any significant dips in DIS will most likely be bought.

    Sentiment: Buy

  • Reply to

    AMC Trades...

    by skipto.mylou May 5, 2014 1:19 PM
    iwynne2002 iwynne2002 May 9, 2014 10:44 AM Flag

    Yeah I could certainly see how you could get killed trying to trade this stock. The volume is very low and with only 19 million shares outstanding big swings in the price can be expected. I have a very small position right now but my plan is to continue dollar-cost-averaging into a core holding.

    The lockup period ends on June 16th so I expect more selling for a few days around that time. Should provide another opportunity to add shares.

    Sentiment: Buy

  • Reply to

    AMC Trades...

    by skipto.mylou May 5, 2014 1:19 PM
    iwynne2002 iwynne2002 May 8, 2014 1:33 PM Flag

    Right now looks like a pretty good time to add shares. I'm scaling into a long term position here. As the stock price goes lower the dividend yield will increase which should attract more institutional players. Buying under $22 seems like a good sweet spot.

    Sentiment: Buy

  • Imagine what it would do for the stock is someone like Ichan or David Einhorn got involved with IMAX. They would call management out on the carpet about their excessive and abusive stock compensation plans. Say what you will about these guys but they know how to unlock pent up value in undervalued companies.

  • I have followed IMAX for several years, dating back to around 2009. I have seen this company go through it's ups and downs but what has always been a constant is that they have the best large screen format in the industry. Unfortunately they also have one of the most greedy management teams of any company I have ever seen. That is the main thing that has held this company back IMHO. With the Dow and S&P trading at all time highs IMAX is stuck in the mud around $25. The backlog is also an area of concern as it seems to keep growing but the pace of installs is slowing. I voiced a couple of years ago that I would like to see IMAX slow down on new signings and focus on reducing the backlog. Seems like that would have been a much better strategy. There is no reason why IMAX should not be trading around $40 today. With less greed at the top and better execution this stock would be a high flier.

    Onto AMC, a company which just yesterday announced a $.20 cents/quarter dividend which puts them around a 3.5% yield. AMC is clearly focused on enhancing their customer's viewing experience with more comfortable theater seating and more options at the concession. In exchange they give up seating capacity but if you ask me that is a good trade off. AMC also has the largest IMAX footprint which makes it a "best of both worlds" type of investment.

    I like both companies but strictly as an investment I think AMC is the better buy at current levels.

    Sentiment: Hold

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