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Calfrac Well Services Ltd. Message Board

tommccauley31 31 posts  |  Last Activity: Dec 26, 2014 10:13 AM Member since: Dec 3, 2009
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  • Reply to

    Not 1 Single Oz. Mined

    by hsoupstone Dec 13, 2014 5:06 AM
    tommccauley31 tommccauley31 Dec 26, 2014 10:13 AM Flag

    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.

  • Reply to

    What's with the $3.60 lid of late?

    by uptabdowntab Dec 23, 2014 11:29 AM
    tommccauley31 tommccauley31 Dec 23, 2014 12:29 PM Flag

    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
    Merry Christmas!

    Sentiment: Strong Buy

  • tommccauley31 tommccauley31 Dec 19, 2014 2:14 PM Flag

    I bought some NPTN today after an examination of the numbers.
    I have to agree with ya. There appears to be good upside potential.

  • tommccauley31 tommccauley31 Dec 19, 2014 12:59 PM Flag

    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.

  • Reply to

    Uptab 2015:

    by tommccauley31 Dec 17, 2014 7:51 PM
    tommccauley31 tommccauley31 Dec 19, 2014 8:46 AM Flag

    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.

  • tommccauley31 by tommccauley31 Dec 17, 2014 7:51 PM Flag

    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.

  • Reply to

    Seems destined to trade

    by uptabdowntab Dec 2, 2014 10:18 AM
    tommccauley31 tommccauley31 Dec 7, 2014 3:44 PM Flag

    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.

  • Reply to

    Nice VOLUME increase :

    by tommccauley31 Dec 4, 2014 8:49 AM
    tommccauley31 tommccauley31 Dec 6, 2014 9:25 AM Flag

    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.

  • tommccauley31 by tommccauley31 Dec 4, 2014 8:49 AM Flag

    Brewing volume looks to spring HSKA
    to new highs before year end.

  • Reply to

    Analyst price target revision?

    by tommccauley31 Nov 24, 2014 9:13 AM
    tommccauley31 tommccauley31 Dec 4, 2014 8:44 AM Flag

    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.

  • Reply to

    ABAX hits new highs:

    by tommccauley31 Nov 14, 2014 10:30 AM
    tommccauley31 tommccauley31 Nov 25, 2014 11:10 AM Flag

    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.

  • tommccauley31 by tommccauley31 Nov 25, 2014 9:22 AM Flag

    Thanksgiving week often has lighter volume.
    Yesterdays volume in Hutch was higher than
    normal. Follow through today?

  • tommccauley31 by tommccauley31 Nov 24, 2014 9:13 AM Flag

    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
    guidance.

  • Reply to

    Analysts are still saying

    by uptabdowntab Nov 10, 2014 3:56 PM
    tommccauley31 tommccauley31 Nov 19, 2014 10:05 AM Flag

    Uptab, You were nice to give BH the benefit of the doubt.
    I think BH stands for bar hopper.

  • Reply to

    Feltl Bullish:

    by tommccauley31 Nov 18, 2014 8:15 AM
    tommccauley31 tommccauley31 Nov 18, 2014 11:22 AM Flag

    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.

  • Reply to

    Who is buying????

    by loydo Nov 7, 2014 3:00 PM
    tommccauley31 tommccauley31 Nov 18, 2014 8:30 AM Flag

    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.

  • tommccauley31 by tommccauley31 Nov 18, 2014 8:15 AM Flag

    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
    and Idexx.

  • tommccauley31 by tommccauley31 Nov 18, 2014 7:51 AM Flag

    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.

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