As I understand it, the powder coating that Panasonic refers to in their press release is part of the advanced materialsl suite licensed from CDTI. This is all patented Stephen Golden stuff, and owned by CDTI. I think Panasonic not disclosing their source in the press release is part of the business strategy which has to include, in my opinion, further licensing across different territories and applications or outright purchase of a controlling interest in CDTI.
For them to spend 80-90mil now for low PGM and zero PGM catalyst IP and then rapidly develop and control world markets for next generation tailpipe pollution control is a winner for everybody. I don't know what this works out to in CDTI share price, but I believe it happens within the year. If Panasonic doesn't make the move, I would sell the company to Volkswagen, which is controlled by sovereign investors in Quatar with even more money than Panasonic. That would put VW stock back on the buy list.
Actually, Pan is one of the buyers with Anshan, so he will still be the majority owner. I say the deal does happen, the money transfers and HPJ is off to the races in PV and EV batteries- I believe the stock will triple by year end.
Yo Shortdik, you want to make a profit, you hope you are wrong, you cast negative aspersions on a daily basis. You're a liar and you're a short-seller. Wherever you go the kharma's hangin on you like a burial suit. Life's short, get one.
The product works, I am taking something similar but not as well developed or manufactured from a Canadian company.. The market is huge, Bigger than Alzheimer's, bigger than HepC. Highly probable the ingredients will be approved as GRAS meaning fast approval and time to market, Plenty of cash until then,
Not only will it enable HPJ to be a tier 1 EVB and ESB supplier, but the cash infusion but according to my quick calc. it adds 3.50 per share cash to the post deal balance sheet, fully diluted. Bottom line insiders are paying almost $6 per share. Next few weeks are the time to accumulate.
All hail johngunn51 Who can see around corners!. SCO 225 Feb.11. And 144 March 04. The SCO will be below 80 by year end.... so drop yer #$%$ and grab yer stocks!
Randal Kirk likes our chances. Now 7.5mil shares plus warrants.He is perhaps the single most successful biotech investor of all time.
Oil will double from here by end of year. Today is a great day to short SCO at 225 if they'll let you. It'll be 140 in 6 weeks.
Just announced head of Google R&D to lead development of liquid biopsy "GRAIL" circulating blood based DNA tests for "sensitive, early detection of cancers". Company is unit of Illumina (sequencers) and hopes to be be spun off in separate IPO and and have product for commercial launch in 2019. $100mil early stage funded by Bill Gates, Jeff Bezos among others. Going forward, this is going to get a lot of attention, a LOT.... Right now, ICE COLD PCR is the grail. I think Illumina or someone who wants to play with Illumina in the grail space will buy TBIO. This is a story that is just beginning...
What the next pres ought to do is put a $10 per barrel tax on imported oil until they stop dumping at ridiculous prices. This would support the domestic industry to do it right and expand. We only consume 18mil a day, and production is 10mil and should be increasing not decreasing. Jobs, good jobs, high tech and industrial. It would be an economic boon.
You may be right Snuffy Smith but there's an old saying in the patch that has to do with timing. "Don't try to pick up the first nickle or the last nickle, 'cause you might miss all the nickles in between"
I believe that a lightbulb moment is occurring somewhere in the OPEC that the easy low cost reserves from wells in place are dwindling and need to be better monetized- when they're gone they're gone, and long term will need to be replaced by oil 5000'underwater and 150000'undersand, which ain't gonna happen anytime soon. And that they're better off selling 8milBPD@40 than 10milBPD@30. I think the Saudis are realizing that fracking is consolidating among deeper pocket players, not going away- and that trying to protect market share is costing them money. This lightbulb moment can and will also happen in Texas, North Dakota, Mexico, Iran, Africa, Russia, Norway just as easily. It wouldn't be too hard to take 3-4mil BPD off the world market until oil climbs to $65 which is the price needed to do it cleany, efficiently, and make a buck. I shorted the SCO triple bear crude, but very little available and hard to borrow, so I have been accumulating ESTE this week. I believe a junior E&P with good properties and a clean balance sheet is a great way to play the rebound....
Picked it up today. Investment fast and furious, Demand for lithium batteries expected to grow 300X next 10 yrs. Pan and Sun know this, so does TJ Fisher, and so does Anshan and the folks that run CITIC. This deal will go through and the stock will eventually go double digits. I think the fundamentals have been overlooked in the panic selling of stocks in China and the U.S. If you have dry powder, use it here- this is how you make money.
They have a hot product line, revs growing double digits YOY, and a clean balance sheet w positive EBIDTA going forward. Very favorable risk reward profile here and now. Short interest in also uncomfortable high so we could see quite the spike.