Soupbone, You need to confine your opinions to
gold mining on fake TV reality shows.
You obviously know nothing about Vista Gold.
VGZ has been in business since the mid eighties.
VGZ is not a miner, but an aggregator.
Vista is a hybrid between a miner and a royalty streamer.
Vista has sought to acquire and prep assets for development.
It spun off the Hycroft mine to Allied Nevada at a big gain.
And it will likely do the same with Mt Todd.
In the process VGZ will take a royalty, much
like streamers Royal Gold do, (also located in Denver)
This is a bad environment for all of the miners.
But Vista weathered a rotten environment through the
80-90's when gold sold below 300oz. Vista has seen
good times and bad. Vista is not a pick and shovel
scratch the earth miner. If you want to live in the Parker
Shnobble world, invest in Discover TV. Its a lot less risky
than betting on gold prospectors.
Sentiment: Strong Buy
Congratulations to all the hard working employees
at Heska, who have confirmed this turnaround in
the last year. May 2015 be even more rewarding.
Uptab, I am almost as bullish as you are in this one.
But the facts are. And I've said it before. There is no reason
to front run HTCH. The company has teased and disappointed
so many times, that it appears to be stuck in the mud.
If you've been a buy and hold in HTCH over the past 2yrs
.... its been a wild ride. Unless you were fortunate enough
to trade the right side of the highs and lows, you lost money.
Turnarounds take time and patience.
But until Hutch posts a couple of positive quarters, they're
stuck in the "show me" mode.
If the upside in the company is as great as you
and I believe. 2015 will be a rewarding year. Until then
there is no compelling reason to incubate the HTCH promise
while the rest of the market continues to set new highs.
There will be plenty of time to jump on the bandwagon. IMO
Sentiment: Strong Buy
I bought some NPTN today after an examination of the numbers.
I have to agree with ya. There appears to be good upside potential.
Platguru, You might want to take a look west
as the sun sets, on a company symbol... HTCH.
Big growth in the works in 2015 and beyond.
Sentiment: Strong Buy
January 29 is the scheduled meeting date
and proxy vote for HTCH shareholders.
Hutch has been trading in a pretty tight channel
over the past couple months. With no news
announcements, management doesn't
seem to want to give us the gift of a xmas lift.
I only mentioned ETRM for your watchlist.
I like the potential for their product but do not
gamble on FDA approvals. I actually sold
most of my shares in ETRM after the run-up its
had in past few weeks. An FDA announcement
is expected before year end. There is plenty of
time to get back on board if the outcome is positive.
I am doing the same with APPY Venaxis.
My success with MDT over the last 40 yrs has
allowed me to search for the next superstar.
I agree with you about evaluating a company like
this? It is sheer speculation. However, If we didn't
have a few wildcats. Life would be pretty dull.
Each year I pick a couple of companies I think will excel
and concentrate on them. HTCH was a favorite this year.
I've been up and down with Hutch so its going to carry over
as one of my favorites for 2015. Turnaround stories don't
happen within the time frame of the impatient.
I know you like Minnesota/Wisc based companies.
Take a look at ETRM. Its also a company I like.
Great to separate wheat from chaf.
These message boards are a minefield.
I've participated over the years to get a sense
of opinion? What I do know without ever meeting
Uptab. He is not a sham pumper, or a manipulator.
I know UPTAB only from the few impassioned companies
we were associated with. Navarre for one is a turnaround story
based in Mpls that had a plan to unlock value for shareholders.
I knew the founders of the company that dated back to the
old Musicland stores in the upper midwest.
Bottom line I firmly believe Hutch is the ultimate hedge
for downside in the market in 2015. Every metric is improving
and you get a daily commentary from my friend UPda!
Its all good...Buy Hutch.
Good points Steve.
To expand a little on the HSIC contract.
Heska found when they established the
agreement with stocking distributor MWIV;
there was no special incentive for MWIV
salespeople to promote Heska hardware
over Abaxis, & Idexx.
By giving an exclusive to Henry Schein
(the largest veterinary distributor in the US)
and giving HSIC salespeople the incentive of
the "Reset" marketing program., Schein should
help dramatically increase new diagnostic equip
placements going forward. Schein will not be a
stocking distributor, so each quarter we will be
able to see how the new relationship is progressing.
Wilson essentially added hundreds of new salespeople
to promote the Heska brand at no cost to the company.
Hi Cola, That is personal decision for everyone.
In my case, having been a shareholder for the last
three years of the turnaround. I am tempted to add
shares rather than sell. Especially when we are close
to seeing Startek bloom.
As Omar stated in the recent seeking alpha article.
SRT is no longer to be considered a turnaround story,
but rather a growth company.
It has always been my opinion that eventually a company
like Sitel, or Sykes, will look at Startek as a potential acquisition.
I believe SRT best days are ahead in 2015 and the company
is a hold, not a sell. JMO.
Abaxis continues to make new highs
with SP reaching all time level of $57 today.
HSKA doesn't get as much attention, and as
much love. IMO Heska will be able to post
double digit growth in 2015, while Abaxis will
not to able to achieve the same growth rate.
ABAX sports a rich P/B of 6x, while HSKA has
an under appreciated P/B 2x.
Yahoo has SRT with a price target of $7?
Startek has a dirth of analyst coverage.
I believe the target should be at least
$9 given the recent earnings report and
Most veterinarians have POC diagnostic equipment
mfg by Idexx, or Abaxis. Heska has lost market share
over the years to the bigger competitors.
Abaxis has been the primary beneficiary of Heska's
missteps. Ten years ago ABAX had a market cap
roughly equivalent to HSKA. Today Abaxis has a market
cap 10x HSKA.
With all hardware, there is a natural upgrade
cycle. Diagnostic equipment has improved test
results with smaller footprint machines giving
faster analysis, using less expensive reagents.
Vets who have put off decision to upgrade diagnostics
because of the down turn in the economy, are now
being presented the option to purchase Heska equipment
without any upfront costs. Heska has a wonderful opportunity
to take back market share from the competition.
The next few quarters will be revealing.
Doc, You are the longest tenured commentator on Heska
and I have always appreciated your wit and honest assessment.
The saying "sun doesn't shine on the same dogs rump everyday"
is surely true with Heska. Its required a lot of patience to hang
in with this company. Its ironic that the biggest contribution the
former CEO gave us was bowing out, and turning the company
over to Wilson.
The NOL's will be a gift that keeps on giving now that HSKA
can apply them. Heska finally has a salesman running
the ship, and the guy has a plan. Heska employees
are happy to go work because they believe in the strategy.
I agree with you. It seem to be a new day for Heska.
Analyst Feltl & Co.was impressed with the
structure and details of Heska's presentation
on analyst day, and raised its price target from
$17 to $20, reiterating its STRONG BUY rating.
"Heska Mgmt. is focused on minimizing barriers
to selling "
The RESET program, with no upfront payment
and a five year commitment, allows prospective
customers to ignore the sunk costs on existing
equipment, and look only at the costs going forward.
Heska pointed out that they have some high
volume customers that will save $200,000 over
the live of the agreement.
Feltl also thinks the decision to sign Henry Schein
as "exclusive" distributor of Heska products is
brilliant, and that the rental Reset program will
form a powerful incentive for Schein salespeople to
push Heska equipment over competing Abaxis
Its no secret to anyone who follows this company.
Shares are in tight hands. On most days volume is low.
SRT is like a pot getting ready to boil. When it boils over
and breaks out. It will be fun to witness.