Yeah this morning I was frantically looking for the transcript and couldn't find it online. I did recall his guidance (and forgot the exact number) and specifically recalled that analyst asking him if the new guidance was based on this new bank note deal. That's when Doug decided to stop expanding on it to not reveal too much (and presumably be in violation of the contract).

I'm not too sure who's selling shares here at 1.28. I guess traders who bought at 1.10? Surprising to digest that news and then just make a couple bucks on a few thousand shares.

I'm amused at the price action today. 1.15 right now the market is basically saying that in a 90 billion dollar industry projected to double in a few years, these guys landing maybe China + the Euro tickets + shoulder to shoulder with a huge player like Hueck Folien for production makes almost no difference to the valuation. ok! I'm far too overweight now to even take advantage of this. Either this was priced in (very possible) or the market is just wrong.

Buy the rumor, sell the news.

Any updated thoughts on STRZA? Why do you think a merger with Liongate hasn't happened yet?

DDS sitting at 57.50 after hours with a P/E under 9. Is this industry turning a corner or just an overreaction?

I guess that would make sense if people bought the rumor. But they didn't really.

I certainly get the China connection now with the Dickson Hall hire to the board. He's got tremendous ties in China, so "large Asian country" starts to make sense when they've also publicly said that China to them looks like a big growth opportunity. I had no idea how many bank notes the Chinese produce per year. Last number I read was 40 to 50 billion notes annually just from them. So now I'm really rooting for it to be China, obviously.

its not buy the rumor sell the news. Theres one big seller that needs liquidity, and was 80% of the volume today. I know who it is too but dont want to post. In any case share price reaction today is not indicative of the news as this seller needs cash at any cost and will keep selling until hes out. probably a good opportunity

lionsgate stock cratered and the US is cracking down on inversions making it hard to get any deal done.

Starz is fine as a stand alone for now

cash earning PE at 7. If I could answer that question I would be an extremely wealthy man in a year. MY guess is overreaction though, I dont think its the death of retail. Family will buy back tons of stock this month

Oh that's pretty wild. Thanks for the tip.

Any idea how much more this guy can sell?

Edit: Meant to quote Ahnuld

I think Ahnuld probably can't reveal that. I just wish I had known at the open, lol. In the end it'll all be academic soon.

Recent posts got me to buy DDS as a short term play. wheeeeee.

You weren't kidding Ahnuld, he's (the mystery man) still liquidating NTS shares. Definitely still him too, unloading 15 times the normal volume without the share price really appreciating. Seems like people are aware and it's like a peaceful exchange of shares. I bought a few more of his, averaging around 1.14-1.17 in the various accounts. With so much of the float starting core positions at these prices it should be fun. Don't see anyone selling for a while now, liquidity is going to dry up pretty soon.

the one seller on NTS looks to have been 97% of the volume yesterday. I think this could be cleaned up on monday though.

Sick to think what the stock would be at ex this forced seller.

Company should be able to talk up the deal on their conference call in a couple weeks and then go marketing in June with a much more compelling story

I'm extremely curious about what other sort of markets they see themselves being able to explore with Hueck Folien. I ventured over on the HF side of things to see what they thought of NTS, and they're extremely pumped for what they consider to be really disruptive tech. It's also nice to see giants (relative to the industry) like De La Rue sort of struggling right now (growth wise). Door is wide open for new feisty players.

He's definitely still liquidating today

Would this selloff be affecting the NTSFF stocks on the OTC exchange as well?

Rafiki, you mean you called up Hueck? what did they say?

No I just starting googling their news releases and they just keep quantifying the tech as very disruptive. But they didn't go into details on the other market opportunities it could apply to.

Nice to see NTS finally catching a bid now. The last of the easy shares are probably done. Hey Ahnuld what's the second biggest existential risk to NTS beside the tech being counterfeited? Obviously that destroys a company like this. What's the next biggest blind spot? Just trying to determine how much of this I want to hold very long term. My position is super bloated short term because the opportunity was too good with this guy unwinding his position. But I don't know if I can keep this many shares, seems unreasonable.

As far as the company you're looking at, on Yahoo Finance, I'm seeing NTS.V and NTSFF. What is the difference and which one are you guys actually discussing in this thread? They have different prices.

Same company one trades in Canada the other OTC in the US

Why did NTS just add an 84 yr old guy to their board?

Which one would actually be invested in? I never bought a foreign stock so I'm not sure how to choose between the two. Which one of the two are they talking about? Which one do I look at on Yahoo Finance.

NTS.V on the Toronto venture exchange