I expect news mid next week to the effect that Zinc circuit is on line and agreements have been signed to sell it much the same way as they did for their copper concentrate.
Also next week to watch is the first shipment at higher copper concentrate %. In the past shipments were in the 8M$ range and if copper % has increase by 25%, i would not be surprised to see a 10M$ shipment.
All together, TVI is again showing consistency in shipments and achieviement of their projects on time. The shares are still not reflecting the real value of this company and the thing is that one day without notice or major news release, it will start to climb as it is often the case with micro-cap companies.
As a pure play TVI has not yet achieved the expected return on investment, but patience will get us there.
Also note that Q1 results should be released mid may and balabag drillings test should be completed by the end of May. Personnally ithink their results will be very good and they will give a green light to starting of this new mine increasing the total TVI mine life by a couple of years.
When you look at the complete picture, TVI has a lot on their plates for the coming 6 weeks and still cannot find bad press release in the near future.
TVI is still one of my favorite picks for this year.
vendredi 30 avril 2010
ALERT BPOP
Get ready for exciting news. I think that FDIC will take over control of at least 2 Puerto Rico banks and with a bit of luck, BPOP will be the one that will take over.
If that was to be the case, expect a very good rally early next week after maybe a small pull off (5%)
If that was to be the case, expect a very good rally early next week after maybe a small pull off (5%)
lundi 26 avril 2010
ALERT SSS
Based upon news this morning, we could be experimenting a fantastic leg up for SSS.
No major resistance in sight (at least before 0,45) and good share pirce increase this morning with relatively mid range volume.
IF volume was to pick up a bit more, i expect a return to over 0,50 this week and within the next 4 weeks share price could be over 0,75 awaiting news from their latest Phase 11B and based upon wording from SSS in their news release, the tone of it makes me believe it could be really good as they did not used the usual formal text to announce the end of their phase 2b.
quote:
This exhilarating period in the Company's development is the culmination of solid support from the Company's shareholders, management and research and development team. SCT looks forward with great anticipation to the soon to be announced top-line results of the modified REGENESIS- trial as this truly marks a key milestone in the development of this new therapy for stroke patients. With enrollment of the modified Phase IIb stroke trial ended and data analysis commencing top-line results are expected within the next 4 weeks, significantly earlier than the "end of Q2" target that we previously discussed."
end quote.
It is more enthousiatic than before telling me to read between the lines.
In any case, SSS should be play safely meaning that if you bought on dips and sold also on momentum, your cost should be close to 0,20. So, if you can get your cost to almost 0 then whatever is left will be on the house.
If that trial was to be conclusive, expect many great company to knock on their door for a join venture and from there, the share price would explode. Remember that their share float is only 134M shares. Not really high for a pharma research company.
Their management is rated 4 stars by morningstar and without a doubt this is one of my great picks for this year.
As usual, be reponsible, do not bet the barn on only 1 stock and do not invest more than you can afford to loose.
No major resistance in sight (at least before 0,45) and good share pirce increase this morning with relatively mid range volume.
IF volume was to pick up a bit more, i expect a return to over 0,50 this week and within the next 4 weeks share price could be over 0,75 awaiting news from their latest Phase 11B and based upon wording from SSS in their news release, the tone of it makes me believe it could be really good as they did not used the usual formal text to announce the end of their phase 2b.
quote:
This exhilarating period in the Company's development is the culmination of solid support from the Company's shareholders, management and research and development team. SCT looks forward with great anticipation to the soon to be announced top-line results of the modified REGENESIS- trial as this truly marks a key milestone in the development of this new therapy for stroke patients. With enrollment of the modified Phase IIb stroke trial ended and data analysis commencing top-line results are expected within the next 4 weeks, significantly earlier than the "end of Q2" target that we previously discussed."
end quote.
It is more enthousiatic than before telling me to read between the lines.
In any case, SSS should be play safely meaning that if you bought on dips and sold also on momentum, your cost should be close to 0,20. So, if you can get your cost to almost 0 then whatever is left will be on the house.
If that trial was to be conclusive, expect many great company to knock on their door for a join venture and from there, the share price would explode. Remember that their share float is only 134M shares. Not really high for a pharma research company.
Their management is rated 4 stars by morningstar and without a doubt this is one of my great picks for this year.
As usual, be reponsible, do not bet the barn on only 1 stock and do not invest more than you can afford to loose.
vendredi 23 avril 2010
UPDATE MPEL
MPEL is as it's resistance point. If it was to close over 5,10$ expect a leg up next week to 5,24$
ALERT PXLW
Seems that the blood bath is over as buyers are back in.
Expect rally to close near 5,00$
Expect rally to close near 5,00$
ALERT DAN
Based upon number of call / put contracts, expect a good leg up leading to earnings release next week.
ALERT PXLW
Very bad results gives very high dumping.
As it stands now it is already oversold. At 4,50 it could be a great time to get back in but i do not see (based upond their Q2 guidance) another good leg up for the next 60-90 days and mostly sideways trading.
But, if you were in at first reccomendation (about 1,25$) you are still in a great profit position.
Patience could be rewarded but expect a bumpy ride.
As it stands now it is already oversold. At 4,50 it could be a great time to get back in but i do not see (based upond their Q2 guidance) another good leg up for the next 60-90 days and mostly sideways trading.
But, if you were in at first reccomendation (about 1,25$) you are still in a great profit position.
Patience could be rewarded but expect a bumpy ride.
jeudi 22 avril 2010
ALERT PXLW
Results under my expectations and very suprised by Q2 expectations.
Not sure how the market will play but could mean time to grab some profit early tomorrow.
Expect either oversell or overbuy as i think it will be mix emotions.
Not sure how the market will play but could mean time to grab some profit early tomorrow.
Expect either oversell or overbuy as i think it will be mix emotions.
mercredi 21 avril 2010
ALERT PXLW
Based upon previous quarters, i expect PXLW to beat again management guidance and report profit of 0,52 per share.
If that is to happen, watch the stock start it's biggest leg up for the past 3 years. I would not be surprised to see PXLW gets up to 10,76$ before end of June for a whopping 100$ return from today's value.
The 10,76$ is a figure from actual results to be published tomorrow and expectation from management that they have a tendancy to beat regularly.
Do not forget that customers have started to buy more (retail sector) thus influencing the manufacturer's business even before retail show improvement.
Do not be surprised to see management expectation over 0,60 in Q2 and a 2010 year's profit over 2,40$ per share. You know maths so to me Dec 31st value of PXLW should be close to 17$.
Also expect some profit taking tomorrow before end of day
If that is to happen, watch the stock start it's biggest leg up for the past 3 years. I would not be surprised to see PXLW gets up to 10,76$ before end of June for a whopping 100$ return from today's value.
The 10,76$ is a figure from actual results to be published tomorrow and expectation from management that they have a tendancy to beat regularly.
Do not forget that customers have started to buy more (retail sector) thus influencing the manufacturer's business even before retail show improvement.
Do not be surprised to see management expectation over 0,60 in Q2 and a 2010 year's profit over 2,40$ per share. You know maths so to me Dec 31st value of PXLW should be close to 17$.
Also expect some profit taking tomorrow before end of day
UPDATE AIR CANADA
Flights should be starting to resume gradually and fears will also decline as to the dammages to the company.
Losses will be minimal to AC.B and i expect a return to normal this week
Shares should get back into 'flight mode' early next week.
Losses will be minimal to AC.B and i expect a return to normal this week
Shares should get back into 'flight mode' early next week.
mardi 20 avril 2010
UPDATE PXLW
Looking at earning per share, PXLW is still the only company with an P/E ratio under 12. All others are well above them.
For example: Techwell are at 121
National Semiconductor 59
Texas Instruments 23
And so on.
RIght the size of the company is by far less than the others but imagine what could great earnings could do to this stock.
For example: Techwell are at 121
National Semiconductor 59
Texas Instruments 23
And so on.
RIght the size of the company is by far less than the others but imagine what could great earnings could do to this stock.
UPDATE PXLW
What a good rebound for PXLW. Was able to pick some more at 4,95$ yesterday.
Now will see thursday if their numbers are comparable in performance to the other tech companies.
If that was to be the case, well expect a great run up by another 1$ ending this week near 6,50$
Now will see thursday if their numbers are comparable in performance to the other tech companies.
If that was to be the case, well expect a great run up by another 1$ ending this week near 6,50$
vendredi 16 avril 2010
ALERT DAN
DAN is back into the game for another run pre Q1 announcements.
At that speed, i would not be surprise to see a sell on the news followed by a GREAT leg up 1 week after.
At that speed, i would not be surprise to see a sell on the news followed by a GREAT leg up 1 week after.
ALERT AC.B
After yesterday consolidation and investors spooked because of iceland volcano eruption, expect a run up today to pre iceland levels (about 2,52$)
mercredi 14 avril 2010
UPDATE DAN
What a ride from DAN. Very nice leg up and close to unchartered territories.
IF DAN stays in the same range until friday, then until Q1 is released expect another great leg up and probably a sell on the news.
So the way to play it safe would be to put stop loss order the day of number release on April 29th.
Then buy on the dip.....
IF DAN stays in the same range until friday, then until Q1 is released expect another great leg up and probably a sell on the news.
So the way to play it safe would be to put stop loss order the day of number release on April 29th.
Then buy on the dip.....
mardi 13 avril 2010
UPDATE NRI (reverse split)
I have been advocating a stop to the idea of a Reverse Split on the NRI stock for many reasons.
The first one is opening the door to further dilution. When you have management diluting stock over the years like they did (even if the reasonning was ok and need of funds was there) it is a great concern to have that stock reversed as a 10 or 20 or 40 to 1. Imagine what they would do if in 1 or 2 years they were in need of cash for whatever reason, what would they do: issue more shares...they could do it actually. Sure but even 10M new shares would only represents 2,5%. Now imagine 1M shares out of 20M: it's a 5% dilution. Could you imagine a company issuing only 500 thousnads shares? Come on, you know it does not work like that. Any new share issuance are in the 10'th of millions.
The second one is results coming from the Pensaid sales in the USA. It shoudl start happening soon and why not give a chance to see some real numbers before doing any kind (or asking for the right to do it) of reverse split. It is not needed at this time nor in the very near future. They could easily wait another year. The bank is fully loaded with money and there are no major projects in sight. Rememebr that all expenses relating to Pensaid and Pensaid + developments are paid by Coviden. So why the rush???
The third reason is the lack of communication. Honestly we do not have a clue of what is going on with Nuvo. It is hard to get answers from them, they do not give any follow up on their projects. They seems like tight lips on everything. Why is that? what are the goals of keeping everything so confidential? Are they afraid that if we knew what was happening that the share would rise???
One may consider the fact that nothing is happening out there. After all, they have the obligation to disclose any events affecting (positive or negative) the company.
Last but not the least, i am still awaiting anybody who could name me 1 (only 1) company that saw their shares increased over the years after they did a reverse split. It does not work like that.
Note also that it will not change their market cap (value) only the number of shares available.
So why is this so urgent: oh yeah getting listed on an american exchange... WOW big deal.
Compare that to AEZ (Aeterna Zentaris). They have been listed for so long on the US exchanges. But they still had to endure a drop from 2,83$ in 2009 to a bit over 1$ today.
The only way to get a company share price increase is to have their VALUE increase. They can do that by eliminating debt (it is already done) and increase revenues. I think Pensaid will do that.
So owning 10,000 shares of Nuvo at 6$ or 200,000 at 0,30 does not make a difference today.
Getting listed on nasdaq or amex will not do any difference either. It may attract new shareholders but at what discount price?
COMPANY VALUE will increase your value as shareholder.
So in my opinion, whenever you get your package (if you do not please get a control number from your broker) vote NO for the share consolidation for now.
When we know 2-3 quarters of results, i may change my mind but for the moment it is a clear no.
Enough is enough. Product is great, future looks great, let the long timers owners of NRI get back some of their investment.
The first one is opening the door to further dilution. When you have management diluting stock over the years like they did (even if the reasonning was ok and need of funds was there) it is a great concern to have that stock reversed as a 10 or 20 or 40 to 1. Imagine what they would do if in 1 or 2 years they were in need of cash for whatever reason, what would they do: issue more shares...they could do it actually. Sure but even 10M new shares would only represents 2,5%. Now imagine 1M shares out of 20M: it's a 5% dilution. Could you imagine a company issuing only 500 thousnads shares? Come on, you know it does not work like that. Any new share issuance are in the 10'th of millions.
The second one is results coming from the Pensaid sales in the USA. It shoudl start happening soon and why not give a chance to see some real numbers before doing any kind (or asking for the right to do it) of reverse split. It is not needed at this time nor in the very near future. They could easily wait another year. The bank is fully loaded with money and there are no major projects in sight. Rememebr that all expenses relating to Pensaid and Pensaid + developments are paid by Coviden. So why the rush???
The third reason is the lack of communication. Honestly we do not have a clue of what is going on with Nuvo. It is hard to get answers from them, they do not give any follow up on their projects. They seems like tight lips on everything. Why is that? what are the goals of keeping everything so confidential? Are they afraid that if we knew what was happening that the share would rise???
One may consider the fact that nothing is happening out there. After all, they have the obligation to disclose any events affecting (positive or negative) the company.
Last but not the least, i am still awaiting anybody who could name me 1 (only 1) company that saw their shares increased over the years after they did a reverse split. It does not work like that.
Note also that it will not change their market cap (value) only the number of shares available.
So why is this so urgent: oh yeah getting listed on an american exchange... WOW big deal.
Compare that to AEZ (Aeterna Zentaris). They have been listed for so long on the US exchanges. But they still had to endure a drop from 2,83$ in 2009 to a bit over 1$ today.
The only way to get a company share price increase is to have their VALUE increase. They can do that by eliminating debt (it is already done) and increase revenues. I think Pensaid will do that.
So owning 10,000 shares of Nuvo at 6$ or 200,000 at 0,30 does not make a difference today.
Getting listed on nasdaq or amex will not do any difference either. It may attract new shareholders but at what discount price?
COMPANY VALUE will increase your value as shareholder.
So in my opinion, whenever you get your package (if you do not please get a control number from your broker) vote NO for the share consolidation for now.
When we know 2-3 quarters of results, i may change my mind but for the moment it is a clear no.
Enough is enough. Product is great, future looks great, let the long timers owners of NRI get back some of their investment.
UPDATE BPOP
WOW ! What a nice leg up today.
After a set back (time to take some profit) i would not be surprised to see another push tomorrow.
This is clearly the winner of this week (so far)
Expect also a return to the 5,60-6,00$ for PXLW. It was major profit taking before earnings. remember that for the last quarters, PXLW has always been at the top of managmenet expectations and if it was to be the case again for Q1 2010 it would mean about 0,40 cents profit per share or 1,60 annualized profit. Techno caompanies often get up to 12 X their revenues per share as a valuation. It it was to be then the next value within the next 3 montsh would looks like 19,20$ per share. Personnally i would be very satisfied with a share price of 10$ meaning only a 6X net revenues.
Will see but i think it is possible.
After a set back (time to take some profit) i would not be surprised to see another push tomorrow.
This is clearly the winner of this week (so far)
Expect also a return to the 5,60-6,00$ for PXLW. It was major profit taking before earnings. remember that for the last quarters, PXLW has always been at the top of managmenet expectations and if it was to be the case again for Q1 2010 it would mean about 0,40 cents profit per share or 1,60 annualized profit. Techno caompanies often get up to 12 X their revenues per share as a valuation. It it was to be then the next value within the next 3 montsh would looks like 19,20$ per share. Personnally i would be very satisfied with a share price of 10$ meaning only a 6X net revenues.
Will see but i think it is possible.
ALERT BPOP
Seems that even if numbers were not that great, reaction is very good.
Be carefull with the first 30 minutes smoke screen but could be today's winner
Be carefull with the first 30 minutes smoke screen but could be today's winner
lundi 12 avril 2010
What to expect tomorrow morning
A close watch on the early session is appropriate as it could be another round of selling on the news.
Market have rallied a lot in the last 3 months and it could be time to cash in some profit to buy back on the dip.
Wait after the 10:00 am mark to make any moves as sometimes it is extremely volatile during that first 30 minutes of trading.
Asian market seems to be mixed. Keep an eye open but resist not to move too rapidly.
Expect another leg up from DAN, AC.B and return to normal from PIXLW.
BPOP should be shaking on early trading so it could be a good time to buy on the dip as it could be pressured down a lot.
Market have rallied a lot in the last 3 months and it could be time to cash in some profit to buy back on the dip.
Wait after the 10:00 am mark to make any moves as sometimes it is extremely volatile during that first 30 minutes of trading.
Asian market seems to be mixed. Keep an eye open but resist not to move too rapidly.
Expect another leg up from DAN, AC.B and return to normal from PIXLW.
BPOP should be shaking on early trading so it could be a good time to buy on the dip as it could be pressured down a lot.
UPDATE NRI
It seems that all documents have been posted in time and all shareholders should be receiving theirs on time...
If you do not get them request a control number from your broker allowing you to vote on line.
Remember that this one is very important regarding the Reverse split to be approved.
If you do not get them request a control number from your broker allowing you to vote on line.
Remember that this one is very important regarding the Reverse split to be approved.
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