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Hey guys, where would I be able to find information like upcoming reporting dates, dividend dates, dividend rates, etc? I've tried Google but there is way too much information out there to filter through....Thanks |
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NZ currently produces around 1700bbl/d and wastes 100% of their gas as they don't have any method of capturing it. They did a $57MM financing @ $3.00 / share last week for the purposes of building natural gas pipeline as well as financing more drilling. The have 2 wells producing their 1700bbl/d and are drilling and testing #3 currently, news expected in 2 weeks or less since they spudded on Feb 18th. You can bet if they hit another solid well, that share price is going over $4 for sure. Their exit guidance is 3000BOE/D with 88% oil, so call it 2700BBL/D. I currently own 3000 shares @ $3.30 avg cost. TAG currently produces around 2800bbl/d and another 1200boe/d and are able to market some of their gas but do not have the infrastructure to capture it off all 12 currently producing wells. They just announced a $66MM cap-ex project to build pipeline and storage capacity as well as drilling 7 more wells in mid 2012. They have several drilled and tested wells that are just waiting for infrastructure. The middle of this year is going to be a monster. They estimate that they have another 3500boe/d (70% oil) already tested and production capable just waiting for pipeline. In addition to this, they have several new wells planned. Their exit guidance is 7500bbl/d and another 3200boe/d. I just sold my 1000 shares at $9.99 but will definitely buy back in as soon as I can see a low $9.xx price. As you can tell, I am excited and enthusiastic for both these companies. I see an easy double in these companies even if they don't find the east coast to be as oil rich as estimates believe it to be. The climate in NZ is excellent for these companies - strong domestic demand of around 3x domestic production, the government is pro-oil and is helping smooth environmental concerns, a safe place to do business, they are so many positives! Hope that helps, Mark |
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Dividend Calendar - 2012 Ex-Dividend Date Calendar - TheStreet This is for dividends. For earnings etc...try CNBC earnings central. I don't know how accurate or reliable these trackers are. It's best to find the company you're interested in and go to their website directly. |
Online Employee Scheduling Software | Workforce Management Anyone care to share their thoughts on the above company? A good friend launched this about a year and a half ago, every month they have seen growth and increased revenues, he also has lots of interest from outside investors. He basically gave some people (Friends and family) a chance to get in on the next round of financing by selling some shares, the shares are quite expensive but basically would leave me owning half a percent of the company. The potential upside is huge... Whats the risk? The risk is they are about to expand the business by employing a sales team based out of California, hiring something like 15-20 full time sales reps... if the sales reps don't pay off it will hurt the cash reserves of the company, but they can go back to operating as they do now, primarily based in Panama with low overhead and continued "slow" growth. I think it's brilliant, they have a long term vision for the company that I like as well, and are currently focussed on establishing themselves as the company everyone identifies with cloud based shift planning and it's associated features like payroll, and others which are in the works. Posted via RS Mobile |
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BTW - what are you're guys thoughts on denison? I want a uranium play but dont want anything too junior. I hold CCO but want to add to my uranium holdings. |
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They expect to be bought out within 5 years, and would expect my investment of "say" 50k to be worth over a million at the time of buyout... well over a million according to the CEO. The CEO is a very smart individual, this would not be his first time building a successful company. Interestingly enough, his father is also very wealthy, having patented the accelerometer used in most pedometers, his patent was bought by Nike and he is a proffesor at a Canadian University. |
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What do you guys think of CSN (Crimson Biotech)? A friend of mine told me about it this weekend, apparently they have come up with a way to grow trees in 5 months from what I understand, and have signed or are signing a $27m contract. Currently at 0.10/share. Posted via RS Mobile |
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I have a standing order for another 1000 shares of NZ if it gets back to $3.15 and another 1000 at $3.00. TAG has got lots of momentum right now, NZ is in the limelight a bit less so this to me says time to buy. NZ will have some news coming soon, they are just about ready to flow test their 3rd well, Copper-Moki 3 and any halfway positive result is going to push their price to $4.00 and beyond. If that happens, I will probably sell at that point, but definitely will be buying back in again. If you can watch Graham's analysis on NZ's next year and not be excited about the potential of NZ, you are a stronger man than I: Spitballing 1 point zero three TAG at over $10.00 is still a great mid-long term bet I am sure, but I think there will be opportunities to pick up some shares in the low mid 9s if I am patient. Last week, it hit a new high of $9.50 early in the week and yet you could have bought it for $8.83 one day afterwards. Friday it hit $9.99, this morning you could have bought for $9.53. Today it closed over $10.00 so this may be the end of the $9.xx prices for TAG but I will continue to be patient. I like both of these companies on the long term, I just want to try and squeeze as many dollars as I can out of them along the way by playing some of the swings. I would never short either of these companies though, I believe pretty strongly that barring serious catastrophe, these two stocks are going to make me some huge money in the next 5 years. Mark |
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But when I was talking about this idea to my dad's friend (he's a Silicon Valley millionaire and now dedicates his time doing angel-investing) he says to me that an idea like this is something very easy to copy. And unless you are extremely good at selling it to big corporations, you won't be able to make a decent money out of it. In term of future of something like this, if they ever get bought out, they would only be valued at the customer base that they actually built (it can take very long for corporate to integrate system like this. So, it would be very unlikely for them to change it unless the other is significantly better/cheaper) rather than their idea. So, check if they have good contacts or ways to get top500 as clients... else, I'd suggest to stay away (since you mentioned it's an expensive investment) |
AAPL...that shit cray |
can you please use to common sense? how can you grow a fucking tree in 5 months? This sounds worse than those GMO'd, drugged and hormonal chickens I just did a quick google search and couldn't find anything regarding these "trees" Seems like this company is trying to jump on this carbon offset train... hmmn...perhaps this will end up like Sino Forest...time will tell Quote:
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They also have lots of interest from angel investors... without having asked for the attention as they have never attempted private placement to date. (Beyond very close friends, family, and individuals on the BOD who were selected by the CEO an offered options) I have a hard time understanding your position on "would only be valued at the customer base that they actually built", how do you value each customer? Based on the income from that customer, and if so, over what time frame? Consider the buyout of mint.com for 170M, what did Intuit "really" get for that money? As far as the client base is concerned, look at the current list of clients, they have lots of big names on board, and recently got some BAC branches on as well. Just food for thought, I'm sure there are people that love the idea, and some that hate it. I personally think the biggest obstacle is that a lot of people in scheduling and accounts payables are old women.. who wont be actively seeking a new way to schedule and handle payroll. But there is no denying the digital movement of "human" interaction... so I tend to side with all things cloud based. |
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Shift Planning | Shift Scheduling Software Employee Scheduling Software - Online Scheduling Saves Time and Money Free Employee Scheduling Software DRoster by Kappix Shiffle would be the leading competitor and they are not even close to shiftplanning with regards to features or interface. At least that's what the brochure said lol ;) |
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It doesn't have real competition because big company is not interested (yet) in this very program. But it has very low bar of entry. Quote:
IMHO, the scenario is more like that they haven't found any angel investor willing to offer them a good valuation of their company. And if that's true, the only reason is because angel investors simply don't see the value in them. Quote:
Sure there can be speculation. But in the case of mint.com, it brings a lot of value to intuit and mint.com never had problem raising big bucks. Who do you think could value this service very much (in millions?) that it's willing to pay big bucks for it rather than starting their own? Quote:
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Again I ask how Mint brings a lot of value to Intuit? Mint having trouble raising money? Not sure how that relates to shiftplanning.. very little to suggest they are in a position of financial distress or would otherwise have difficulty raising funds. Quote:
Having said all that, I really appreciate the input, you share a similar view to myself when I weigh the pros and cons of the company as an investment... perhaps if you saw the figures to date you would be leaning a little more on the positive side of things. |
My company (Bell) uses dayforce work management at over 100 retail stores. We adopted it recently, so I think this would be something with a lot of potential. |
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Most scheduling system companies make their money on the consulting and implementation fees. The software costs is small since it is already developed and dirt cheap to deploy (if it is in the cloud). The big guys in this industry is Oracle as mentioned above and KRONOS. KRONOS owns roughly 33% of the market share for time and attendance systems if I remember correctly. As mentioned above, a takeover is what you would be hoping for. Hope that helps |
Apple Inc. (NASDAQ:AAPL) Upgraded, $800 Target | Live Trading News: Economic and Investment Research Apple, $800 Target :accepted: |
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One thing I do notice right away is that wouldn't oracle and Kronos require you have your own server? They don't seem to provide any type of cloud..? I also know from experience at work that JDE for instance is not the easiest program on earth to use. |
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