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Ryland Group Inc. Message Board

johngunn51 9 posts  |  Last Activity: Apr 2, 2015 12:16 PM Member since: Mar 8, 1999
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  • johngunn51 by johngunn51 Apr 2, 2015 12:16 PM Flag

    "Major new Tesla product to be unveiled APR 30, not a car!" My belief is it is a new battery system for residential solar storage. HPJ could and should get a big boost from this if their timing is right. As for takeover, the POC does not allow foreign companies to own more than 50%. I believe Highpower can make a product just as big as Tesla's. Tesla's will be branded for Solar City. That leaves the rest of the world for HPJ!

  • He's dumped 4 consecutive quarters around earnings time. Why is still on the BOD. Why doesn't the company buy back his stock below market and get him the heck out of there?

  • Reply to

    Good buy here

    by johngunn51 Mar 25, 2015 12:52 PM
    johngunn51 johngunn51 Mar 25, 2015 9:44 PM Flag

    If you look at the valuation measures compared to say ENR- Energizer Holdings, whether it's price to book value, price to sales, enterprise value to EBIDTA, forward 12 mo PE ratio, PE/growth ratio, the disparity is now glaring. It does not begin to approach comp until the stock is somewhere in the 6-8 range. Granted ENR is a much larger company and it's business is retail but HPJ has a higher organic growth rate both in revenues and earnings. If Highpower was accorded a 6.11 PEG the stock would be in double digits. TJ Fisher who has been on the HPJ board for3- 4 years now, was VP of Energizer and HPJ made batteries for them, and that is how he came to know them. If you don't like battery comps, just use the S&P 500 trading at 18-19 forward earnings and the earnings growth curve is not as attractive going forward as Highpower's. Just my opinion, but I have a lot of experience both on Wall Street and as an investor in HPJ.

  • johngunn51 by johngunn51 Mar 25, 2015 12:52 PM Flag

    Good company w good management and a good future. They are on their way to being a major player in the battery/ energy storage space and the stock under 6 does not reflect what they have already achieved, let alone what's coming. I bought a bunch here and have that tingly Warren Buffett feeling--- got a deal!

  • Test lab results, breakthrough designation for ICE emissions control technology, name change, corporate rebranding , OEM demonstration(s) on new models, 15-20mil cash raise at $5-6 bucks, and then double digits and 200mil + market cap next year.

  • Reply to

    Are Varoufakis’ days numbered as MOF?

    by brendabreeze77 Mar 10, 2015 10:59 PM
    johngunn51 johngunn51 Mar 10, 2015 11:12 PM Flag

    Maybe Wolfgang Schaeuble's days are numbered. A new Greece is on the horizon and it's success will be good for everyone. But they have to be incentivized, not punished.

  • Reply to

    There's no bottom

    by you_twit_face Mar 4, 2015 4:09 PM
    johngunn51 johngunn51 Mar 4, 2015 4:59 PM Flag

    Today was the cut-off for insider trading- 14 days before the release of the quarterly. Hopefully the drop today was more technical- stop limits and/or capitulation. If it turns out any insiders traded on not public negative information to be released in the quarterly- if there is any, I would have to sue the #$%$ out of them.

  • Reply to

    Transition-Updraft

    by billyteex1 Feb 14, 2015 11:34 AM
    johngunn51 johngunn51 Feb 16, 2015 1:26 AM Flag

    It was never Golden's intention to sell after market auto parts. He merged into CDTI for the platform to advance a disruptive technology. And that's exactly what he's doing.

  • I researched the last 8 Lifshitz ( is that your name or is that what you are, thank you Ford Fairlane) stock ambulance chaser announcements- None of them resulted in cases brought. Moreover the median stock price 90 days post troll announcement + 38%. In other words, when these guys go fishing, that's most often a great time to buy. The present management had zero to do with the trials in India-they were not properly designed and are not at all indicative of the potential of the vaccine platform, especially when administered with the checkpoint inhibitor. They were also very upfront about using the dream team IR in the beginning to change the companies image and none of the management has sold any significant amount of stock.

RYL
41.35+0.13(+0.32%)May 1 4:01 PMEDT