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Trenwick Group Ltd. (TWK) Message Board

jad_333 4 posts  |  Last Activity: Jul 31, 2014 1:44 PM Member since: Dec 5, 2000
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  • Reply to


    by w1h2o3 Jul 28, 2014 10:06 PM
    jad_333 jad_333 Jul 31, 2014 1:44 PM Flag

    Jimmye, we might not be able to brag about the last qtr, but we might be able to brag about what we see ahead for the coming quarter. You know how it is with pain; you feel best right after it goes away. I think that's how it'll be on the 13th. What's behind today's price? The past? So on good prospects going forward look for folks to discount the past and buy the future. We move higher or stay here.

    Sentiment: Buy

  • Reply to

    where are we ?

    by iamgarce Jul 30, 2014 12:30 PM
    jad_333 jad_333 Jul 31, 2014 1:14 PM Flag

    We're either on the Sargasso Sea or rounding Cape Horn...becalmed or tossed by endless gales. Forward movement and setbacks have marked eMagin all along.

    When I recall where eMagin was when I first bought in for pennies a share and look at where it is today, its progress is nothing short of amazing. New stakeholders aren't likely to appreciate the contrast.

    From a pure investment standpoint sticking with a stock through all its gyrations is not always wise. I've given in and sold out more than once. But I keep coming back because because of my fascination with micro-displays and how they will figure in emerging industries.

    I return to iMagin because it is a well-run company (now) with dedicated people who do a pretty good job, considering there are no off-the-shelf machines to make the product and the fact that they are able to continually improve the product while still generating revenues.

    Somehow I feel the new machine is a major turning point, at least as far as volume production is concerned. But watching to see how micro-displays are adopted into new uses and products fascinates me. To me, adoption of the technology into marketable products is the critical choke point. Although iMagin can grow and profit, it will only grow as fast as oled micro-displays are adopted in new products.

    I know this is the long view and that most stakeholders are more interested in gains now. But at this price, people with patience and imagination should consider picking up a hundred or a few hundred shares and set their alarm clocks one or two years out and don't fret daily over the bumps and setbacks. That's what investing is really about.

    Trading is another animal. This is a lousy stock for trading unless you happen to be Rock who knows how to play the moves and squeeze nickles out of least I think that is what he does. Think long.

  • Reply to

    Numbers going to be terrible!

    by shack4392 Jul 16, 2014 5:15 PM
    jad_333 jad_333 Jul 17, 2014 3:42 PM Flag

    Rising from the dead is what we do. My first buy was at .27 cents, long before the RS. Been up, been down, but true believers kept lending us money. It might seem like a pile of manure to some people, but the history says there must be a pony in there somewhere.

  • Reply to

    Numbers going to be terrible!

    by shack4392 Jul 16, 2014 5:15 PM
    jad_333 jad_333 Jul 17, 2014 3:35 PM Flag

    Speaking of elusive facts, what was with the reaction after that KOPN announcement that led some people to believe we lost a big contract? I find it odd that we get an announcement of new R&D contracts coming down the pike and nothing about a lost contract. Maybe it's true, but the other odd thing is why would one of our customers go with a lower-spec display when they had already opted for a higher-spec display? If the less expensive KOPN display met their needs, wouldn't they have chosen it in the first place rather than pay more on our display. Anyway, looks to me like a good time to jump back in...1000@2.26 to start with.

    Sentiment: Buy

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