Well said,I agree. Based on this past qtr without extraordinary items. IMO this can easily be a value stock. going forward. FWIW I also think nutritional retail will take some share away from the direct sale market. IE: Herbalife Nu-skin. To think many years ago Martek Biosciences had to much capacity and had to sell it. Makes me want to think the founding owners might be willing to hook up with DSM if ever approached, and grow this company faster. RE:Amerifit Brands
I believe you are right in your opinion. However today Cramer is humbled by the death of his dad. I wish him the best even though he doesn't agree with us, at this moment in time. I thought this was a buy at 12. I was wrong!
In due time I would expect Vintage to want as many shares as it can get. This if they can defeat a poison pill. IMO You don't wage a proxy fight. without ultimately wanting a bigger return. It remains to be seen if they win, and want to take this private. IMO They could fold it into Anaren Microwave quite well. Barry recently sold about 25 thousand worth. I'd keep an eye on form 4's.
LT shareholders got a little anxious I believe. With limited liquidity with regard to shares being traded. I think you have to expect this. I'm in for the longer haul here, but if the price is right. I might try some swing trades.
With respect to coffee costs, we are over 90% locked for 2015, but at higher rates than FY14. Coffee costs are neutral in the first quarter and begin to become a headwind in the second quarter.
I think it could be some of the warrant holders. Ones that were exercised at 2.25. Those warrants are in the money. IMO Paul T. could most like do a better future creative financing deal now that thing have progressed. Not apples to apples, but I remember Marvel entertainment. The company was just about dead. The new management practically gave away their first movie Spiderman, for a pittance to Sony. Success, a franchise was born and the company eventually sold to Disney. My point is, it's the Vuzix intellectual property that's valuable. The mile is getting shorter, but the race is far from over.
October 29, 2014
OM Group Inc. (NYSE: OMG) of Cleveland said it has agreed to buy Ener-Tek International Inc., a designer, developer and manufacturer of high-performance lithium-ion and silver-zinc cells and batteries for niche applications in defense and aerospace markets, for $24 million in cash.
I'm with you. I think things got stalled here when Smuckers Folgers unit lost sales volume. It was said people baulked at paying higher prices. That's fine for big retail,but.
We already know from last qtr. JVA sales volume was way down, but profits are up. I don't think GMCR can wait to much longer to build coffee inventory. Maybe JVA can unload some inventory, at higher prices with higher volume this time?
Mahalo Leaf, and I do hope to get back to Hawaii again someday. I went to the Kona Coffee plantation and the Macadamia nut plantation, last time I was there. That's way before Larry Ellison bought Lanai. grin
I'll be hanging loose and be back on the board here, if this ever reaches 10.
Leaf does CYAN have it's act together now? Looks like LCI does,but I've been out of that a long time ago. Maybe supply issues have been resolved, along with the cash draining lawsuit. Looks like Herbalife & Nu Skin demise could be a long term positive here. I'm holding on to my shares here.
Yes, I'll have to play catch up here. My portfolio is so diversified. ULBI gets forgotten, that is until it gets in the limelight. Big sales losses need to be at bottom and stabilized to to give the company something to build on. Maybe they have bottomed here, and the company has something to build on.
Berkshire to buy Duracell. Warren at ULBI, a good marketing name will cost you less than 100 million.
It has been awhile since I've listened to a CC. The last one I listened to was encouraging when Mike came on board. However since then the defense business has been in decline due to cutting of the defense budget. They were manufacturing batteries in China and this was saving on costs. I think, they exited a couple of markets like battery storage for green power, like windmills. I been a follower of this company since Kodak exited this business. Their building in Newark , is the former Sarah Coventry plant . I do have faith in Mike P. since he came over from Carlisle He just happen to run into a buzz saw with the defense business tanking. Even Harris RF business has been down. I've notice they been getting some DOD orders lately. RE-Harris Corporation Receives $18 Million Order for Falcon III Wideband Radios from Nation in Central Asia. Maybe a chance for some subcontracts again.
Yes, I know hope is not a plan. I can only hope, because as a shareholder. I can not execute a plan, except vote. The plan I believe is to shift away from DOD business to commercial. Such as medical batteries. That part of the business is profitable. This while waiting for a DOD recovery. Which IMO might be forthcoming?
Add three more pennies on the miss. Previous PR and good guidance beforehand are keeping the loss at a minimum. RE: lower price of gas currently.. Anybody want to guess how long before our electorate want a gas tax to fix road and bridges?
RE:WSJ Spanish oil giant Repsol is reportedly looking to acquire a North American oil company in an effort to take advantage of the U.S. oil boom and invest in politically stable countries.
The Wall Street Journal reported on Monday that the Madrid-based company has talked to investment banks in recent months, telling them it’s ready to spend $5 billion to $10 billion for a U.S. or Canadian exploration and production company. MCF might be a little small but a few niches add up.
Wow what a qtr. Congrats Tesiman, you've been a long term believer and your put your money where your mouth was. No privatization with those kind of earnings going forward
ICPT Liver Drug Needs Safety Review, Researchers Say.
Maybe more time for $CPIX indication of Hepatoren.