Yes, PTN will settle with CTT for not much. The
arbitrage will result in equitable treatment.
Many will have regrets over selling PTN, and many will buy back at higher prices. It may take
30 days, however.
I would guess resolution perhaps by Jan. 15th.
But because of tax rules, one cannot buy back until after 30 days (in case one bought PTN at
I appreciate your analysis, and I agree.
And, I think there were surely be opportunities
to get out of PTN at a profit (from current levels) - if that is one's desire.
Very likely, if pharms do better, PTN will have
some nice upwards movements.
I once did a search on masturbation, and surprisingly it was recommended by many to clean
out the system. Takes away toxins and helps make a fresh supply.
But, it uses up vitamins. So, too much, and you could come up short. Better take your vitamins and eat balanced.
Hmmm, after unloading, you spread your "cheeks apart" and there is a gap. Later you eat, and what do you know, that gap is filled.
Hmmm, could be true, "the gap must be filled."
The shorts of the people who have PFE may be worried, as the next downturn will cause them to crap in their pants (that is if pants could be worried).
How much Celebrex[tm] could a Celebrex[tm] sell,
if a Celerbrex[tm] seller could sell Celebrex[tm]? He could sell as much Celebrex[tm] as a Celbrex[tm] seller could, if a Celebrex[tm]
seller could sell Celebrex[tm]. If the FDA says OK!
Sorry you bulls, it did not get to $26 or even $25 for long.
You have to realize, a virtual asset, the image of the product has been destroyed. This cost a lot of money. And, there will be lost sales, a lot of lost sales.
So, more adjustments must come. There has to be
an FDA consensus about what to do! The docs have to be willing to prescibe, and that could make a doc look stupid right now.
I sold out of UQM. My reasoning is that they just had an IPO about a year or so ago, and they lost a lot of the money almost immediately.
Also, if I were Daimler/Chrysler or Ford or Honda, why would I want my sales dependent upon a company like UQM with almost no capital and major losses. You could be in big trouble and not be able to get delivery. No, the big 3 are not going to be stupid, and they want to be in charge.
So, their solution is this. Wait, don't make too many hybrids (because the batteries are not there). Maybe UQM will die and the new owners will be well capitalized and trustworthy. With overhead like these officers make, these people are headed for disaster. I don't want to be there.
So, took my losses and invested the funds in CTT, which is now in an upswing.
No, stay short this stock! You will win.
This highly paid top management can easily dunk this company with the next bad judgment, which will bankrupt the company and turn on its patents to the debt holders.
GE makes locomotives, but the truth is that the motors which run them suck. They need the technology for efficient electric motors.
Locomotives have a diesel generator which generates electricity. But, the wheels are driven by GE electric motors. So, if UQM is so good at making higher efficiency electric motors, why doesn't GE snap up the company and DO IT!
Give me a break! There are plenty of companies like GE which should have enough motivation - but why are they not buying. They are not going to buy motors from UQM - BECAUSE THEY DON'T SHOW RELIABILITY AND FINANCIAL ABILITY.
Selling PATENT licenses for production is the way to go.
Suppose you can save 20% electricity by changing electric motors on a GE locomotive.
Do you know what that means in fuels savings and to the national energy economy. Well folks, it is not happening! Why?
This company needs to license its patents for electric motors and get some revenues before the whole company is taken over by debtors in bankruptcy.
They need to get some big, big upfront money for licensing production to someone else.
Forget about production of motors, let someone else do that. These a R&D people. Let them give production licenses to Emerson Electric or GE. That is the safe way to make money.
Truth is that if this were important, GE or Emerson Electric or a Mitsuibishi would have already purchased the company.
Not long ago, UQM wrote off a huge investment in inventory for a certain company (the wheelchair motor purchases). In my view, considering the importance to the company, stocking that motor was very bad judgment.
With judgment like that - a $50 million contract, improperly managed, should put them under forever. It would not be a diversification, but it would be putting all eggs in one basket and probably DROPPING THE BASKET!
I recall M7 Electronics, which made solar cells. They got a huge contract from Chevron, and that put them under forever. The principals lost their homes, mortgaged to the hilt for captital.
No, they don't need a large production contract! They need to license a product and get money from royalties for each unit made - by someone else who knows how to run a factory.
The wages are rather high for the CEO and CFO,
but I doubt there is fraud. Bad judgment maybe.
I regret my investment, and I imagine it will ultimately be a big loser. But, maybe not.
If there ever gets to be big bucks potential, I imagine they will grant themselves big stock options too. Or, some other company will buy them for a song and a dance - so they can sell us out.
Probably the worst of times, but orders could pop.
But, if they do, then what? They don't have the capital to deliver.
As for the hybrid cars, not much growth can be expected. Ford is only making 20,000 hybrid Escape cars? Why? The nickel-hydride batteries are in short supply. The makers are not big enough to produce large volumes.
Nickel-hydride battery production is the key to success for UQM. Unless the batteries are available, there won't be much for UQM.
This company is doing a good job in development for others, but others are not ordering products from UQM. So far, this is a bunch of users (management interested in paychecks and not growth of product sales, at least short term).
Unfortunately, it appears that for this company, there is only a short term.
I don't care if they are developing stuff for the U. S. Army. RCA did this for many years in electronics, and for many years is was technologically cool - but no good for the stockholders. Later GE bought it for a bargain price.
This company needs growth in revenues from proprietary products. Not research.
When HD really takes off, don't sell on rallies. The way this game works is that THE BIG MONEY wants you to try and sell on rallies and back back cheaper. Up to now, this has worked. BUT, WE ARE ABOUT READY FOR THE RALLY THAN WON'T QUIT!
Very soon now, you will sell (with the idea of buying back a point or two lower). But, you will be standing there in awe as Home Depot moves away BIG TIME. Don't be the SELF DETERMINED FOOL - who must have his way. You are unlikely to get an opportunity like this for MANY YEARS - GOING TO NEW ALL TIME HIGHS.
My thought to sell DXT and put the money into
KG is working. KG is moving on up. DXT is
Although, if DXT falters down to $2, I might come back to it.
Keep in touch.
Right now, you can buy .ZEUAZ (calls, Jan. 2006, strike $2.50) for about $0.55 per share.
You could have the option to buy 10,000 LU
for $5,500 by Jan. 2006.
So, if LU were to go to $3, the option would have an intrinic value of $3-$2.50 (50 cents each). But, as it is an option, it would sell for over $1 (it was about $1 when LU went of $2.50 briefly). So, it would likely be around $1.30. Meaning that your $5,500 would become worth over $13,000 - and much more if LU actually does recover.
This is the PUBLIC SERVICE MESSAGE. Why be a fool and buy LU, if you really believe in LU.
The option writers are saying that LU won't be over $3 or $4 by 2006! Why do they say that? Very simple, they don't believe it will be worth anything at all!
Yes, the CRISIS POINT is about here. The scenario is to buy puts and calls, because we are going SOUTH BIGTIME or NORTH BIGTIME!
If it is NORTH, now is the OPORTUNE TIME for a takeover of LUCENT. I would suggest that management in potential takeover companies will know NORTH or SOUTH ahead of time, by talking with some unfaithful insider - SECRETLY so they don't have to pay the Martha Stewart price.
NOTE: This opportunity WILL NEVER COME AGAIN.
No a bad idea, as it could work. After all, in the future, China is the big tele market.
So, if LU has a negative book value, it is ripe. I don't think the USA gov would allow it, but it makes sense.
Very simple, who can better get circuits made cheap. Moreover, by firing all the top LU execs, the Chinese can hire 20 people for less than $100,000 to do Pat Russo's job.
The value of LU patents should more than pay for the acquisition.
Yeah, I think the Chinese should try it - takeover LU. By buying 5% now, making the attempt to takeover LU at say $5 should make short term BIG BUCKS (they can then short as much stock as possible and let the USA gov take the rap for the fall of the stock when the takeover is disallowed).