There's no public PR I saw, of any new AS building contracts other than what was disclosed at the CC. It's possible AS did receive a contract, but it might be insignificant in size IMO.
Frankenberry. I am also a Kopin shareholder as well as a current VUZI holder. Basically IMO KOPN is acting investment company right now. There currently unprofitable. They have the cash for equity investments in glass like possibly VUZIX. If I remember right there are a pair of Vuzix glasses in the last annual report. They've also taken some write downs in some unfavorable investments in the area. IMO Paul would be receptive if KOPIN wants an equity stake. They have close to 100 million cash with no debt. They also were big like VUZIX in military glass like VUZIX.
20 million in estimated orders worth about 5% today if it holds. I'll take it! Now if the orders are reoccurring, then the company really has something. Providing the orders have good margins.
We need a White Knight to appear. A company or private equity firm who would replace the board, and most likely turn to 100% oversea mfg. The company has turned profitable now and has tax loss carry forwards that can shelter earnings. IMO the COBRA brand name has intrinsic value on it own that could be branded into a buyers own product line. If this deal fails. There most likely will be a near term drop in price. A year out, I see it trading higher than the buyout offer. I'm holding
That's why they got bought out? IMO it wasn't for their stellar expertise or stellar balance sheet, but for their undeveloped properties. MCF due to that acquisition doesn't quite have a spotless balance sheet now, but IMO still a very good one. Smaller oil companies (
As I said in my post I think it would most likely be an equity investment. This through IMO issuance of warrants convertible into stock at a given price. However the more fundamentally successful Vuzix is on its own. The more likely it is for Paul to hold out for a higher conversion price or hold onto what he has. Anything usually goes for the right price. I can only guess if a big corporate partner or player wants to play a bigger part of Vuzix future.
Do we get lawyer fee reimbursements from the insurance co?
Good question. Also maybe IEC lawyers, if penny wise and not dollar foolish can counter sue and ask for reimbursement of litigation costs from the plaintiff lawyers?
I guess we will have to wait till the annual meeting on the 22. The company doesn't have the time for a turnaround in RV. IMO Sell it for the best price you can, take the write down.and be done with the unit. MFG. Homes is the best chance. At least that unit had a sales increase. Although some of those sales were due to a one time sale to a distributor.
ROCHESTER, N.Y., Sept. 11, 2014 — Harris Corporation (NYSE:HRS) has received an $88 million order to provide a country in the Middle East with Falcon III® wideband tactical radios and accessories as part of an overall modernization effort.
Harris Corp. lands $19M radio contract
Sep 16, 2014, 11:38am EDT
Harris was awarded a new contract to provide the Air Force Special Operations Command with up to 1,500 Falcon III wideband radios and accessories
I'm holding my shares. IMO When a deal is slated to add 50 cents to Alliance earnings next year. I think this leaves the door wide open for a White Knight. I didn't see any shop around clause talked about by the CNVR board to try and get the best price for shareholders.? Ok risk ARBS, shop CNVR around for us.
Lets wait to see if the plaintiffs appeal first. If they don't, then it's defiantly a positive. The company doesn't have the cash for a long dragged out lawsuit.
First insider sale of ULBI in some time. Still the company is debt free and trading below book.
A possible opportunity in the future? One of the things Apple did not address on stage during its iPhone 6 event is battery life for the Apple Watch. No battery life breakthroughs were talked about today.
OTOH- Why else wood Monomoy want to close so fast? Monomoy has to fear of what next Qtr, earnings would bring if they play tender timetable or walk. If their sequentially positive. Then the board can foolishly tell us shareholders why they felt 4.30 was a good deal for us. This when the company has some new products and earnings momentum going forward. Lets hope COBRA uses some of those tax loss carry-forwards this year to bolster earnings. Anything positive and the shadowed bidder might come backor the price will be higher on it's own. . Negative-and the board can tell us why they should stay.
P.S. Not an apple to apples, but Hoffman L made a bid that failed to buy Illumina for $44.50 then 51. Today Illumina trades at 177.
Applied Materials says customers are using its equipment to make batteries, but it won’t disclose who those customers are. The company says, however, that one of the first commercial applications of its equipment will likely be making batteries for wearable devices, such as smart watches, where size is a serious limitation.
Solid-state batteries can also easily be made in different shapes because you don’t have to worry about containing a liquid electrolyte, making them easier to pack inside a watch, for example. Thin solid-state batteries could even be incorporated into a flexible watch band.
IMO it just comes down to basic commodity economics. WTI price is down and so it filter's down to those who own those assets. Especially smaller tiered players like MCF. That doesn't rule out they can't be making great drilling discoveries for near term boosts. IMO it also makes for a perfect time for those bigger companies who want to take a longer view to acquire assets at a discount. Just like I said before here. ECA possibly being interested in MCF once their recent divestiture is completed. It may make a new low yes, but personally I will do some dollar cost averaging here. Why, because I think the price now reflects a good diversified portfolio choice a couple years out.