精华 推荐一个好股票

[colonel]

我目前持有 22 万 eltp.ob 等待新产品 上市 的消息。


penny stock

所以风险比较高。
下面清单是该公司计划要生产的产品：

Will next news release be about:

1. ELI-154, oxycodone 24 hr controled release. PH-3 PENDING
2. ELI-216, 24 hr once daily abuse resistance oxycodone
3. New Lodrane D, twice daily allergy brompheniramine & pseudoephedrine
4. Lodrane 24 , with ECR re applying with FDA , will return
5. LODRANE 24 D , also to return to market in future
6. Methadone HCL, Pharm Network
7. Hydromorphone HCL Presion Dose/TAGI fda approved
8. Naltrexone HCl Presion Dose/TAGI
9. PHENTERMINE HCl generic TAGI
10. Undisclosed Antiinfective ANDA
11. Undisclosed gastrointestinal ANDA partnered (WHO?)
12. EPIC 1 of 8 undisclosed
13 EPIC 2 of 8
14. EPIC 3 of 8
15. EPIC 4 of 8
16. EPIC 5 of 8
17. EPIC 6 of 8
18. EPIC 7 of 8
19. EPIC 8 of 8
20. Isadiprine 2.5% Activas world wide
21. Isadiprine 5.0%
22. MIKAH drug 1. contract manufact
23. MIKAH drug 2 of 3 generics
24. MIKAH drug 3 of 3
25. MIK-001 R&D drug project MIKAH activas
26. HITEK *100 million dollar* intermediate generic drug
27. TAGI ANDA 1 of 4 launched
28. TAGI ANDA 2 of 4 transfering manufacturing location with
29. TAGI ANDA 3 OF 4 transfering
30. TAGI ANDA 4 of 4 under review with fda

enjoy

 

[lazycatcat]

我目前持有 22 万 eltp.ob 等待新产品 上市 的消息。


penny stock

所以风险比较高。
下面清单是该公司计划要生产的产品：

Will next news release be about:

1. ELI-154, oxycodone 24 hr controled release. PH-3 PENDING
2. ELI-216, 24 hr once daily abuse resistance oxycodone
3. New Lodrane D, twice daily allergy brompheniramine & pseudoephedrine
4. Lodrane 24 , with ECR re applying with FDA , will return
5. LODRANE 24 D , also to return to market in future
6. Methadone HCL, Pharm Network
7. Hydromorphone HCL Presion Dose/TAGI fda approved
8. Naltrexone HCl Presion Dose/TAGI
9. PHENTERMINE HCl generic TAGI
10. Undisclosed Antiinfective ANDA
11. Undisclosed gastrointestinal ANDA partnered (WHO?)
12. EPIC 1 of 8 undisclosed
13 EPIC 2 of 8
14. EPIC 3 of 8
15. EPIC 4 of 8
16. EPIC 5 of 8
17. EPIC 6 of 8
18. EPIC 7 of 8
19. EPIC 8 of 8
20. Isadiprine 2.5% Activas world wide
21. Isadiprine 5.0%
22. MIKAH drug 1. contract manufact
23. MIKAH drug 2 of 3 generics
24. MIKAH drug 3 of 3
25. MIK-001 R&D drug project MIKAH activas
26. HITEK *100 million dollar* intermediate generic drug
27. TAGI ANDA 1 of 4 launched
28. TAGI ANDA 2 of 4 transfering manufacturing location with
29. TAGI ANDA 3 OF 4 transfering
30. TAGI ANDA 4 of 4 under review with fda

enjoy

Thanks for sharing the holding. Quickly checked its 10Q last quarter.

The company is essentially in default due to its EDS loans in the amount of over $3 M. With total cash amount of $1.5 M on its book and an operating loss, it is hard to see how the debt liability can be met.

Plus, it has close to $16 M preferred shares, which is now convertible at $0.15 cents per common share. There is also warrant attached to preferred and I didn't look into those.

Total dilution probably will push the number of commons to close 500 M shares.

Did you recently buy the stocks or have held it for sometime ?

Any insight on impetus that may come in the next few months ? Did you have a chance to check its debt price ?

 

[colonel]

Thanks for sharing the holding. Quickly checked its 10Q last quarter.

The company is essentially in default due to its EDS loans in the amount of over $3 M. With total cash amount of $1.5 M on its book and an operating loss, it is hard to see how the debt liability can be met.

Plus, it has close to $16 M preferred shares, which is now convertible at $0.15 cents per common share. There is also warrant attached to preferred and I didn't look into those.

Total dilution probably will push the number of commons to close 500 M shares.

Did you recently buy the stocks or have held it for sometime ?

Any insight on impetus that may come in the next few months ? Did you have a chance to check its debt price ?

我上个月买的。
CEO说 EDS loans 可以拖欠5年， 现在是第三年。
这个公司2009年差点破产了， 现在看起来正在好转。

preferred shares 分 B，C，D，E 几个等级。 B，C 系列数量少，可以忽略。
D已经转成 common shares, E 系列是宁外一家公司 epic 持有。preferred shares 不是很大问题。

share 总数是 454M。
insiders 持有不少股份。

宁外，它目前的主要产品是Lodrane
ELI 154 and ELI 216 还没过PIII。 得等几年。 其他产品基本是味其它大公司 包装，分15% 利润。
目前有几个产品Methadone，Hydromorphone 要上市了， 等除了消息， 我就打算出货。

 

[lazycatcat]

Thanks for the information. For short-term trading, the situation in Yahoo is actually quite interesting.

Before April of 2012, there seems to be a floor price at $10 per share based on its April $10 put premium.

Current share price is $15 and thus a situation can be built with a maximum loss of $5.00 per share before April.

In the mean time, April $10 call can be bought at $5.00 while Jan $16 call is $0.55.

This may look interesting as a reasonable offer for Yahoo probably will come between $16 to $20 ...

 

[lazycatcat]

Here is a link to a report on suspicious margins of SkyPeople (SPU):

[media]http://www.absaroka.com/uploads/SPU.ResearchReport-vFINAL.pdf[/media]

This company shows good quantitative numbers but they always look suspicious.

One qualitative feature that is very doubtful is its former CFO's name and education background. The lady has a first name Spring and obviously has a diploma in accounting from some US college, if not night school.

This report confirms some of my suspicions but it is hard to know if it is right or not. However, one doesn't have to dance with such an issue ....

 

[colonel]

推荐 PEIX

 

[lazycatcat]

推荐 PEIX

Nepean_01 also mentioned this stock a few months ago.

Took a quick look at its annual reports and latest 10-Q. My personal takeway is that this is a risky issue due to following reasons:

1. Operating margin is mostly negative in the company history and is around 2% when positive.
2. Both raw material and final products are commodity and thus it is difficult to see its franchise.

Of course, stock price can go anywhere based on market perception. However, it is difficult to see any rationale for investing or speculating.

Maybe you have more ideas if you have followed it for long....For me, risky issues need to have either 1). healthy margin and/or 2). reasonable possibilities for surprises in product or market share.

 

[colonel]

Nepean_01 also mentioned this stock a few months ago.

Took a quick look at its annual reports and latest 10-Q. My personal takeway is that this is a risky issue due to following reasons:

1. Operating margin is mostly negative in the company history and is around 2% when positive.
2. Both raw material and final products are commodity and thus it is difficult to see its franchise.

Of course, stock price can go anywhere based on market perception. However, it is difficult to see any rationale for investing or speculating.

Maybe you have more ideas if you have followed it for long....For me, risky issues need to have either 1). healthy margin and/or 2). reasonable possibilities for surprises in product or market share.

you are right, this is a low margin company.

2% of 1 billiion revenue = 20 m
20 M / 85 M shares = 24 cents a share.

In theory, pps should be 20-25 times of 24 cents.
That is about 5 dollars a share.

You can aslo look into JASO.
I bought it yesterday.

 

[colonel]

我卖了 eltp, peix, jaso.

现在持有 PTNR， CIGX，

 

[lazycatcat]

我卖了 eltp, peix, jaso.

现在持有 PTNR， CIGX，

Thanks for sharing your picks. Hope you are doing fine.

I must say that your picks are pretty special and from surface, it is difficult to figure out their business models and long-term growth potential. Do you have some insights to share ?

One cheap but risky stock that is highly visible but seems to be transparent to people is BAC - Bank of America.

Simply put, BAC has tangible (money and securities) equity of about $12 per share. If BAC can maintain break-even or minor loss for about one or two years that are needed to clean up its mess, BAC should fly higher towards $15 to $20 per share.

The key here is that it has a proven business model and just some mess to clean up ....

Just an idea to share .

 

[colonel]

Insight on which one?

You can find a lot info on yahoo.

Here is the story for CIGX:

http://seekingalpha.com/article/255...ey-cured-alzheimer-s-disease-and-nobody-cares

http://seekingalpha.com/article/197650-did-star-scientific-just-find-a-cure-for-alzheimer-s-disease

In addition, they sued a big tobaco company for 1 billion dollars.

 

[nepean_01]

Wow ! It seems people on this board have serious amount of money for investing/speculating in stock market.

Shall we have some serious discussions on stocks ? I mean serious discussions on serious stocks.

我以前也常常炒这类偷鸡摸狗的股票，对于我来说这是一条不归路。这一年多，我现在完全远离这类股票，完全专注市场主流的高价股。呵呵。我没有恶意，只有好意。