Comments on: "The 1,000% Report: Better Pipeline than Hewlett Packard" http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html Frustrated or intrigued by email teasers from investment newsletters and advisers? We solve them and track their performance here ... so stick around, participate and subscribe (it's free)! Sat, 21 Nov 2009 04:01:25 -0600 http://wordpress.org/?v=2.8.4 hourly 1 By: StarCruzer http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html/comment-page-1#comment-2140 StarCruzer Thu, 03 Apr 2008 16:42:42 +0000 http://www.stockgumshoe.com/?p=68#comment-2140 I got involved in this little 'jewel' a couple of years ago when Tokman had just joined as CEO. The 'Tout Letter du Jour' hailed him as somewhere between Bill Gates and the Second Coming. I rode my Vegas money play down to about a 50% loss and bailed. Just spotted this writeup today as I'm new here. Checked their numbers on Yahoo biz and, I dunno, maybe it's time for the upslope on their roller coaster ride. I'm impressed they can continue to lose tons of money and still hang in there. Many of their products are real 'Gee Whiz' stuff so I do hope they make it big.In the competition columns, TXN (Texas Instruments) seems to me to be a more rational play. I got involved in this little ‘jewel’ a couple of years ago when Tokman had just joined as CEO. The ‘Tout Letter du Jour’ hailed him as somewhere between Bill Gates and the Second Coming. I rode my Vegas money play down to about a 50% loss and bailed. Just spotted this writeup today as I’m new here. Checked their numbers on Yahoo biz and, I dunno, maybe it’s time for the upslope on their roller coaster ride. I’m impressed they can continue to lose tons of money and still hang in there. Many of their products are real ‘Gee Whiz’ stuff so I do hope they make it big.In the competition columns, TXN (Texas Instruments) seems to me to be a more rational play.

]]> By: Anonymous http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html/comment-page-1#comment-192 Anonymous Fri, 11 May 2007 16:09:00 +0000 http://www.stockgumshoe.com/?p=68#comment-192 Unfortunately, I have not been following the company news as closely since I sold my shares, but I just checked their latest press releases, and it looks like last week they won a contract with USAF to design HUD helmets for soldiers. This looks like a similar technology to their HUD for personal vehicles (displays GPS maps directly on windshield), for which they have a contract with an "unnamed tier 1 automotive supplier". <br/><br/>Defense contracts are always good, but the share price didn't do very much following the announcement. Earnings are steadily improving, but their estimations still see them being negative two years out. On the other hand, their debt is (relatively) low, and they do have a heck of a product pipeline. <br/><br/>At $4+, I wouldn't pick it as my first choice for new money, but from both a technical and product development perspective, it looks relatively solid. The contracts MVIS is acquiring prove they are definitely a known entity, and at only a 180M market cap, it would only take the commercial success of one or two of their projects to send this stock up significantly. Although I no longer hold a position in it, I don't think the current run will stall for too long at this level before moving back up again.<br/><br/>I only sold it when I did because I under-shot my trailing stop order, and didn't feel like buying back in at the time. If I had the money currently to be buying into speculative R&D plays, I would be at least considering MVIS. Unfortunately, I have not been following the company news as closely since I sold my shares, but I just checked their latest press releases, and it looks like last week they won a contract with USAF to design HUD helmets for soldiers. This looks like a similar technology to their HUD for personal vehicles (displays GPS maps directly on windshield), for which they have a contract with an “unnamed tier 1 automotive supplier”.

Defense contracts are always good, but the share price didn’t do very much following the announcement. Earnings are steadily improving, but their estimations still see them being negative two years out. On the other hand, their debt is (relatively) low, and they do have a heck of a product pipeline.

At $4+, I wouldn’t pick it as my first choice for new money, but from both a technical and product development perspective, it looks relatively solid. The contracts MVIS is acquiring prove they are definitely a known entity, and at only a 180M market cap, it would only take the commercial success of one or two of their projects to send this stock up significantly. Although I no longer hold a position in it, I don’t think the current run will stall for too long at this level before moving back up again.

I only sold it when I did because I under-shot my trailing stop order, and didn’t feel like buying back in at the time. If I had the money currently to be buying into speculative R&D plays, I would be at least considering MVIS.

]]> By: One Guy http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html/comment-page-1#comment-191 One Guy Thu, 10 May 2007 15:03:00 +0000 http://www.stockgumshoe.com/?p=68#comment-191 Sorry for the delay on that FOXH comment -- I responded to you on that post, if you want to make a case for PLC I'm happy to hear it. It's not the solution for that teaser, but it may well be a great investment ... I'm happy to hear why.<br/><br/>And on the first comment here -- thanks very much, I'm always happy to hear from folks who actually own these companies and know their products in more detail. Would you buy it today at $4+? They just released their quarter last night, which didn't seem to impact the stock much.<br/><br/>Thanks for commenting.<br/><br/>SG Sorry for the delay on that FOXH comment — I responded to you on that post, if you want to make a case for PLC I’m happy to hear it. It’s not the solution for that teaser, but it may well be a great investment … I’m happy to hear why.

And on the first comment here — thanks very much, I’m always happy to hear from folks who actually own these companies and know their products in more detail. Would you buy it today at $4+? They just released their quarter last night, which didn’t seem to impact the stock much.

Thanks for commenting.

SG

]]> By: Anonymous http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html/comment-page-1#comment-190 Anonymous Thu, 10 May 2007 14:39:00 +0000 http://www.stockgumshoe.com/?p=68#comment-190 What do you think of this comment on 'the FDA medical devise that could make you rich' posted on 2 May? <br/>I came to the conclusion that they were referring to CO2 laser for relief of angina and that the company was PLC systems<br/><br/>May 2, 2007 4:46 PM <br/>I am glad that I found your site. What do you think of this comment on ‘the FDA medical devise that could make you rich’ posted on 2 May?
I came to the conclusion that they were referring to CO2 laser for relief of angina and that the company was PLC systems

May 2, 2007 4:46 PM
I am glad that I found your site.

]]> By: Anonymous http://www.stockgumshoe.com/2007/05/1000-report-better-pipeline-than.html/comment-page-1#comment-189 Anonymous Thu, 10 May 2007 14:33:00 +0000 http://www.stockgumshoe.com/?p=68#comment-189 I sleuthed this one myself last year when I first got a teaser for it, bought at 1.32 and 1.38, sold at 1.72 and 3.45. During that time, they entered into development agreements with a cell phone manufacturer and created working prototypes for their micro-projector, as well as their bar code scanner. (These events probably gave it much of the boost from its low to where it is now) So although their balance sheet still leave much to be desired, their cool gadgets are not entirely pie-in-the-sky. I sleuthed this one myself last year when I first got a teaser for it, bought at 1.32 and 1.38, sold at 1.72 and 3.45. During that time, they entered into development agreements with a cell phone manufacturer and created working prototypes for their micro-projector, as well as their bar code scanner. (These events probably gave it much of the boost from its low to where it is now) So although their balance sheet still leave much to be desired, their cool gadgets are not entirely pie-in-the-sky.

]]>