I think he is selling his stocks to go to cash.

Yeah, I think I missed the joke.
Obviously cash/MM is super good right now.

woof, horror show guidance for NTS

https://ca.finance.yahoo.com/news/na...210100857.html

yeah, that was pretty bleak.
atleast ahnuld did get to ask some questions (atleast i think that was him)
honestly though, i don't know how much lower the stock can go, they have 10m in cash, 15m in pp&e, no debt...

definitely among the weirdest stories i've been invested in.

Still in NTS long. Will be interesting to see were it goes. That article mentioned 2020 as a target so I'm fine waiting until then even if it tanks more lol.

ya was me.

so obviously disappointing in the near term, but actually more likely the bull case is achieved now. this is still a 4$ stock + if they get on US notes. were basically 1 year away from finding out. but no catalysts for next 6 months seems like.

I sold 3/4's at $1.00 and most of the rest at 70 cents.

I figure if it's dead money and the market is angry for the next few months, I can start to build a position a bit lower than here. With no near-term catalysts I like the chances.

What was the tax stamp delay answer? Only part of the call I missed. Curious to see how their new sales team does on the consumer goods side and pharma. Really wonder what might have been if China had gone another way.

Anyone still up on HOS? Saw that has taken a hell of a beating as oil prices have fallen

I sold it a while back at 3.50 and bought tdw instead. Seemed like better risk reward post restructuring.

Whole space has fallen in Q4 though, including the rig owners who have gotten killed.

Funny to see that price action in NTS today. Like 4-5 people (at most) pulled that off, there was almost no volume. Someone wanted that price to stop bleeding.

you can feel good, good, good about Hood

my goodfood pitch is now available to everyone on valueinvestorsclub. stock has rallied since I posted my write up but still lots of upside. Canadians should particularly like it I would think

nice one

In a similar vein, there's a grocer popping up in the GTA called Organic Garage (v.OG). 4 Locations, seem to be developing a solid customer base, judging from the local facebook groups I'm in + online reviews. They're focusing on underserved markets, operating with a lower square footage and lower sku count.

fwiw new york city has 13 whole foods, toronto has 3, and zero in what would be considered "downtown", also zero in montreal and only one in ottawa. Vancouver is their only foothold. afiak their canadian expansion plans have been put on hold, leaving lots of room for growth from other players.

although one thing that bugged me was the ceo's staunch position of not using traditional flyer marketing and relying more on street marketing, that just seems dumb. I can't think of a single grocer that doesn't use flyering, they do it because it works. Just rubs me the wrong way when the ceo makes such a glaring marketing error for seemingly no reason.

PHIIK (non-voting), PHII (voting class) stock. I find this write up on seeking alpha very interesting, anybody here following this story?

Schwab is also emailing me a lot and calling me now offering 99% interest to locate shares. 47% of the float is short the stock.

https://seekingalpha.com/article/423...ced-bankruptcy

Champagne papi

HA stock got crushed this week when Southwest launched Hawaii ticket sales with prices as low at $49 one way. Obviously those prices are insane and not sustainable. Having just got home from Hawaii I got to see firsthand the dominance HA has on the interisland flights. HA has all the codeshare partners (domestic+int'l) with the major airlines feeding people into the interisland system and HA has flights leaving between the major islands basically every hour, if something happens with your connecting flight getting delayed into Hawaii, HA can get you booked on a later flight between the islands no problem. Business people flying between the islands have to love the convenience they have with all the flight times options with HA. The prices of the flights are modestly high flying between the islands given how short they are ($60-100 one way) but when your company is paying for it, or you are on vacation do you really want to sacrifice the flexibility with the HA system to save $30? Never mind that HA has all their infrastructure in Hawaii and all their potential competition does not which is a nice advantage for them. HA has fought off competition on inter island before (Aloha airlines, Island Air), I suspect Southwest is going to have a painful run of it in Hawaii but i guess we'll see. Southwest has been very successful breaking into monopolized domestic routes but West Coast to Hawaii is not a monopolized route and they are structurally disadvantaged to compete in the interisland monopoly that HA has.

Blackberry has made fantastic transition from the phone/tablet market into software and is seeing a resurgence. Even after today I think there is serious long term potential for them. I feel like their financial, right now, are closer to a 14-15$ level and it's still in the low 10s.

Macy's is starting to reach a level that is becoming interesting to me. They have subs with strong growth, expanding online market, high potential in leasing their real estate, and a 6% dividend. Gonna keep an eye on this one, especially going into may earnings

nts out with results, something about currency development stage 2020. Unsure what that means

it means they are hoping to advance the development contract to the next stage later this summer. would mean printing large quantities (1 bil) to prove they can before getting the final nod to be on a banknote in 2021

What is AIRT up to with this weird fixed income trust and warrants they're issuing?

I'm trying to understand this as well? It was trading around $27 before it happened. I'm confused on how the extra fixed income trusts and warrants effect it and how to value those.

Also seems a 3/2 stock split happened so makes sense the drop in the price and some dillution also through the trusts and warrants?

Ok, I did a little digging on this. I wanted to make sure I wouldn't be getting ripped off if I just sold all the trust and warrant shares.

So the AIRTP shares that were distributed are a trust-preferred security, with par value of $2.50 per share and paying 8%/year interest. And the warrants that were distributed allow you to purchase more trust shares at $2.40/share. Since the trust interest payments are taxed at full ordinary income tax rates, and the current price of $2.38/share seems fair vs the $2.50 par value, I'm planning to sell them all right away and be done with it.

I don't understand what they were trying to accomplish with this transaction. It all seems overly complicated and opaque, and probably cost a bundle in legal fees.

I bought a position in FTLF (Fitlife Brands) last year at an average price of $4.50 per share. This week I added some shares at $9.20.

It is the best risk/reward in my portfolio. It is a turnaround story which to a large extent played out, but which is not reflected in the share price in my opinion.

Last quarter the company posted $1 earnings per share, the shares currently trade at $9.20.

My full write-up is available on seeking alpha.

https://seekingalpha.com/article/426...naround-impact

The company sells nutritional supplements for weight loss, sport performance etc.

Key positives:
- Cost base has been rightsized
- Return to revenue growth in offline retail channel
- Explosive growth in online sales channel (the company started to intensify their efforts for online sales ~1 year ago)
- The CEO purchased a very significant amount of shares last year and cashed out shareholders in a reverse/forward stock split at $5.70 per share.

Key negatives:
- ~80% of sales are to GNC franchisees. The number of franchisees reduced over the last couple of years due to bad performance. Continued growth in the online channel should reduce dependency on GNC.
- CEO / majority shareholder performed actions unfair to minority shareholders, he might do so again. (cash out during reverse/forward stock split at an unfair price, issuance of preferred shares last year when cash was needed at a bit too favourable conditions)

I believe that the company should be able to do more than $2 per share in earnings this year and believe that with the current momentum in the performance of the company (growth in both online and offline channel) and a new management which turned around the company the share price can easily increase to $20+ if they post one or two more good quarters.

The CEO just bought another 52000 shares in private transactions at $8.50 per share. This represents 4.1% of fully diluted shares outstanding.

https://www.sec.gov/Archives/edgar/d...019_030709.xml