You didn't check it out, did you? You never went to the Freighliner or Peterbilt or Kenworth websites to find out if CAT is a big player in the class 8 market, did you?
Wanna have some fun?.....Google up "Caterpillar to Exit Class 8 Engine Market After 2010", and read the article.
I am oh, so pleased that you are entertained.
It would be better if you were also informed.
Have you checked out ANYTHING that I have said? If so, you will find that I am spot on. As a retired driver I am well qualified to make the statements I have made and I challenge you to find a reputable source which contradicts what I have said.
I sincerely hope I am not wasting my time. In fact, it is comments on the various boards - the more worthwhile ones - that led me to sell when I did, thereby saving me much money and grief. Which actually makes me smarter than you, doesn't it?
I make my comments not to try to pop someone's bubble, but to try to get to the one thing that seems to allude so many people; the truth. I hear all about "NG is here to stay", and "this thing is going to explode", and all that rot.
But WHO has ever challenged my observation that it will take nearly $100M IN PROFIT annually just to overcome Interest and depreciation? No one, because it is right there on the 10K for everyone to see.
What I hear is the sort of tripe you spit out about being "entertained", but I hear no facts that indicate you know anything about either business or trucking.
Laughably, you assume everyone you disagree with is a SHORT! How absurd. Then you assume that shorts are somehow the cause of your grief!
Got a form 4 telling me that Edward Arthur Hamilton and his wife Monica now own some 13% of the company. They own a company in South Carolina called WTJ Investments, but I don't see much else about them. They live on Seagate Island; I've been there but could not afford to live there (ahem).
And I don't know why that would attract a buyer after hours. My experience with after hours trades is that they usually mean very little.
Maybe this all has something to do with the phone calls I got urging me to vote on the upcoming stock authorization, but that's just a guess.
Whatever. I bought up a bunch of CBMX stock because I liked the looks of the financial reports and prospects for success. Maybe that's why Hamilton bought it.
Short interest in CBMX is down. Way down from the past months:
A year ago, for example, the short interest was 1.2M shares.
By December it was 345,000 shares.
And mid April was 181,000.
So I don't think the price erosion can be blamed on the shorts.
Ambivalence. That's it. When a stock goes up people like to say, "Someone knows something". And when it goes down they say the same thing - "Must be a reason".
They're both wrong.
But THIS TIME, when it hits 30 I hope it sticks and is worth it. Last time it wasn't.
"RBTS, Nobody on the board cares about this banter....."
Actually, I get a great deal out of it. Not the price predictions and rah-rah, but the actual information and history of the company.
I used to own it. Sold at 13.11. And part of the reason I sold was Robert's posts. But that's just part of it - I actually know something about the trucking industry, and I think he's right - the industry will not be converting to LNG.
And if the OTR trucking industry doesn't convert to LNG, then I don't see how CLNE will survive.
I about fell out of my chair when I read this:
"The CAT C15 engine family remains extremely popular for Class 8 truck applications"........
If that is true, it has become true only in the last week. CAT engines have not been used in class 8 trucks for years - ever since the EPA started ramping up requirements. Most manufacturers of class 8 trucks don't even offer them, and as everyone knows, Cat doesn't manufacture a class 8 truck.
There are, however a lot of old Cats still running out there. There were the King of Torque.
"Bleeving" becomes all the much easier when the financial reports show that it makes sense. And during this last year Sequenom management has done a great job of beefing up those reports.
My norm is to sell when stocks appreciate and then re-purchase at a new lower level.
It has worked beautifully with CBMX, but I am afraid to sell SQNM because of the (A) possibility of news and (B) the fact that the stock has not been retreating enough to make it worthwhile.
Buying options and then exercising them has helped. I bought the April $3 Calls for 65 cents, so I exercised them. Turned out to be a good move. True cost was $3.65, of course.
Now, I am holding the May $3 Calls and I paid $1.30 for those, so at this point it looks like I will be exercising those, too, on May 15th.
And that's about the only way I can find to accumulate shares, and it only works as long as the premium remains low - which is true for now.
Still have my eye on $4.80 for a sell point, but looking is all I am doing now.
Wanna keep myself in a win-win situation, you know.... :-)
Look it up yourself. Annual Report for 2014 10K page 33 shows losses for the last 5 or 6 years.
If everything you say is due to build up then CLNE should turn around very quickly. But for right now, they look terrible.
CLNE wants us to ignore that huge depreciation and amortization number by talking about non-GAAP earnings. But the fact is, D&A is now nearly $50M per year and interest is now $44M per year. And they both must be overcome before profit is reported.
What are you talking about?
The figures I used are gallons (which has nothing to do with VTEC) and losses (Which include VTEC).
Look it up yourself. It's on the annual report for 2014 on page 33.
As usual, I have some figures:
That is the year-over-year increase percentage in total natural gas sales. 2014 is last. Total Delivered Gallons - as you obviously know - was 265M DGE for 2014.
The problem, of course, is that they lost $90M doing it.
In 2013 they delivered 214M DGE and only lost $67M doing that.
Put another way, they increased gallons sold by 23,6% and increased losses by 34%.
This is crazy!
Investing on market fundamentals - as opposed to just buying off chart analysis - will try the patience of the best of us.
But I've been through this before. I have bought stocks that I know are good values and had to wait until the market recognizes it. But, Boy!, when the market finally wakes up, the results can be dramatic.
Here's hoping we're right......
And you will probably do well.
I didn't notice ILMN until the stock was already in the 180 - 190 range and my study told me to stay out. If I was fortunate enough to see it when it was $100, like you, I may have bought it.
Now is not the time for me to try to turn back time. If the market does that for me by reducing the stock price to a more reasonable level, I may jump in.......
IF that were actually true, Illumina stockholders would be celebrating in the streets. So far today, it looks like that won't be happening - in spite of clear company growth.
So I'm a street geek, I guess. Good. Being one has kept me out of ILMN, and today I am glad.
There WILL be a point to enter, though. We can all bet on that.
I thought the marketing arrangement was with Sequenom, but not limited to Sequenom.
In other words, Sequenom refers their concerned patients to CombiMatrix, but CombiMatrix also develops patients on their own, through their own sales force.
But to your point, I have no idea what - if ANYTHING - Illumina does for their concerned patients. Maybe it's all up to the doctor.
It was overvalued in the first place. That means the company was never worth the 28B that it would have taken to buy up all the stock.
It may come back, but no one who uses fundamental metrics would be much interested for now.
Meaningful posts - those with real information - are sometimes removed.
How do they do that? And why?
Yahoo itself is run by bots. There are no moderators. Foul language can be programmed in for edit, rapid-fire multiple posts from the same party are not allowed, and so forth.
And posts with multiple complaints are removed. Automatically, by the Yahoo-Bot.
So the bashers assume multiple identities. There are really only 2 or 3 bashers on this board, but their multiple identities make them appear numerous. So, when they want to get rid of a post, they will use their various identities to "report" a post. When they hit the magic number...(poof!)..it is gone.
Why do they do it?
OK. Let's agree they do not do it for the fun of it. They are being paid one way or the other.
They want the price of the stock and the perception of the company to remain low. At some point in time their employer (if they are employed) will step in and attempt to by the company at the depressed level.
Either that, or the bashers themselves will have accumulated all the stock they can and will turn and start promoting the company. The opposite of the more common "pump and dump".
Or, perhaps they are Right-To-Lifers who have their own agenda....
The following statement was found in the Illumina report, which included record revenue and a stellar Q1:
"First quarter total sequencing revenue grew 40% year-over-year, driven by record consumables in NIPT samples........................."
This is important to CBMX because CBMX ultimately gets a large portion of the NIPT samples which show a potential problem. More samples; more problems; more tests for CBMX. The entire concept of NIPT seems to be catching fire.
My concern is that there is no 15 liter engine. Cummin's cancellation of production of the 15 liter engine is an ominous sign that the over the road market is simply not accepting LNG as a fuel.
In the past Mack trucks were only equipped with Mack engines, which could only be serviced by Mack dealers. It was a problem.