All Activity

This stream auto-updates   

  1. Earlier
    • mikeonmicrocaps
    •   
    • 10bagger

    Hi 10 bagger,

     

    I will be speaking with Stewart this Thursday..  We should compare notes later in the week

     

    Regards

    Mike

    1. 10bagger

      10bagger

      Mike,

      If you have time, please call me before you speak with Stewart.  I spent about an hour with him today.  Thanks.

       

      Bill

      210-213-9147

    • kenw
    •   
    • Ian Cassel

    until there is a day of reckoning about money supply and negative interest rates I like what an oz of gold can buy more than the oz

    • TdSmmns
    •   
    • Nick Cousyn

    Nick, you asked that if we wanted more details on the big block that is trading in EGI to DM you. I would like to know more about what may be going on here, The stock has been boxed for a while between 28 and 32 cents US and 37-40 cents canadian for a while. It's pretty predictable pattern with some large volume chinks being eaten up every now and then, just curious to know what's going on behind the scenes. Thanks for your time

    • SpeedyD
    •   
    • parkus

    Parkus,

    any luck connecting w mgmt?

    1. parkus

      parkus

      Speedy,

      Yes, I spoke with Jeremy on Wednesday. Emailed him one more follow up question. Was waiting for the response on that before posting.

      WIll post as soon as I can.

      REP

    • SpeedyD
    •   
    • MikeDDKing

    Hi Mike,

     

    Interesting write up Elbit. Have you spoken with a customer or seen product in SC?

    1. MikeDDKing

      MikeDDKing

      I haven't been to SC or spoken with a customer.  However, @G has spoken with a customer.  See this post:  

      Also, @Tomer Cohen met with the management team in their offices in Israel.  See this post:  

      Let's move any further conversation over to the Elbit forum:  

      Mike

    • msz
    •   
    • Denver Smith

    GRC is terminal in my opinion, the only reason the dividend still exists is that CEO Steve Parry signed a five year lockup on his stock, he is draining out whatever he can.  They don't have the cash to pay the debentures, at some point will need to sell royalties or have a very dilutive round.  The dividend is pure fiction, it is a return of capital rather than a return on capital.  I know this stock intimately, but at the same time never want to talk  anyone out of a position that could end up being a winner, so let's just call this a friendly warning.

    • bz1516
    •   
    • familyofficegur

    Re: IEC

    Very nice write up!  While they have no official guidance, my impression is H2 will have a little lower margins, but a good bet that volume will improve.  That leaves me looking for $.58, just a shade under your .60.  Either way the company is still dirt cheap imo.

    I'm having a little trouble understanding what they do differently than their competitors?  My sense is they provide more advanced manufacturing services, but really haven't seen anything specific.

    Hoping you could comment on this?

    Thanks, Barry

    • jhellman
    •   
    • gregkitt

    Sorry for the 'cold call' type message here but I wanted to see if you have an interest in seeing management of ENW.V (www.enwave.net) during an upcoming non deal road show.  They'll be in town Monday May 16th.  Message me back if you have potential interest and I can send you more info via direct email, etc.

    Thx

    Jeremy

    • jhellman
    •   
    • charybdis

    Sorry for the 'cold call' type message here but I wanted to see if you have an interest in seeing management of ENW.V (www.enwave.net) during an upcoming non deal road show.  They'll be in town Monday May 16th.  Message me back if you have potential interest and I can send you more info via direct email, etc.

    Thx

    Jeremy

  1. Load more activity