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   PastimesAsk Todd Smith


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To: scaram(o)uche who started this subject3/9/2002 12:26:52 PM
From: scaram(o)uche
   of 53
 
from the valuation thread......

To:Richard Harmon who wrote (5696)
From: Richard Harmon Thursday, Feb 14, 2002 1:38 PM
View Replies (1) | Respond to of 5857

For those who might like a leveraged, quiet, long-term play.....
Play on bioterror, where the "trickle" element should be here to stay........

NBSC reported their fourth quarter yesterday, the first without DGI Biotechnologies in their pants.

Strong sales and earnings growth, a PE < 7, projecting the quarter forward.

41% margin on (again projecting the quarter forward) annualized sales of 69M. That's 29M for a company with a market cap of 46M. And, while they'll be diluted big time on the next round of financing (if and when), they own 47% of DGI.........

dgibt.com


Would someone please take a Devil's Advocate position and tell me/us why this chart will not continue to look good? TIA.

siliconinvestor.com

I own shares of NBSC. For all you know, I may be trying to promote a rally that I could sell and/or short into.

Roach Motel. Extremely illiquid. Sudden downside could be unrelated to business fundamentals. The latest SEC filing shows an insider sell. An insider has a record of tacky selling into a rally. I may, on occasion, not brush my teeth before going to bed (yech!). I prefer liquidity. At any time, an earthquake might hit Edison, New Jersey. This post may generate interest in the stock at the open Monday morning, and anyone buying at that point could be -- 20:20 hindsight in a year -- an idiot.

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To: scaram(o)uche who wrote (45)4/29/2002 8:09:30 PM
From: scaram(o)uche
   of 53
 
messages.yahoo.com

messages.yahoo.com

messages.yahoo.com

etc., etc.

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To: scaram(o)uche who started this subject8/15/2002 9:39:40 AM
From: scaram(o)uche
   of 53
 
Based on this post.......

Message 17861311

I'm going to modify the portfolio "Ron - 3/14/00", shown below. Take photo now, if desired. We still won't be able to get a quote for CNSI/CeNeS with the SI portfolio manager, but we can get an accurate value for the portfolio, overall.

For those who do not remember, the portfolio was assembled to reflect Ron Hellendall's preferences as expressed in this post.........

Message 13196846

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To: scaram(o)uche who wrote (47)8/15/2002 9:44:56 AM
From: scaram(o)uche
   of 53
 
Actually, there's no need to take a photo. I'll just leave the original 3200 shares of CNSI as shown, and add the CeNeS certificates at a ratio of 2.3472 to one. Going to make the change now........

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To: scaram(o)uche who wrote (48)8/15/2002 10:02:44 AM
From: scaram(o)uche
   of 53
 
Change made. Total value of the portfolio is now about $5871, down approximately 89% to date.

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To: scaram(o)uche who wrote (49)12/13/2002 7:58:11 PM
From: scaram(o)uche
   of 53
 
"ron - 3/14/00" portfolio currently down 90.1%. (eom)

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To: scaram(o)uche who wrote (28)5/21/2003 12:20:52 PM
From: scaram(o)uche
   of 53
 
So, to keep Ron's portfolio up to date, we replaced CNSI with CPHAF.PK. But now it appears that CPHAF.PK is not working with the SI quote system. Is the company gone? Another new symbol?? Anybody follow it?

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From: scaram(o)uche1/30/2011 10:47:53 PM
   of 53
 
1.6 2011/01/30 17:14:44 37.847N 122.026W 4.1 1 km ( 1 mi) SSE of Alamo, CA
2.5 2011/01/30 14:24:14 37.834N 121.788W 13.7 11 km ( 7 mi) ENE of Blackhawk, CA
1.9 2011/01/30 14:03:36 36.594N 121.201W 2.7 9 km ( 5 mi) NW of Pinnacles, CA
2.2 2011/01/30 05:39:41 37.845N 122.032W 5.5 2 km ( 1 mi) S of Alamo, CA
1.4 2011/01/30 04:12:48 37.847N 122.028W 5.0 1 km ( 1 mi) SSE of Alamo, CA
2.0 2011/01/30 03:37:21 37.846N 122.037W 4.3 2 km ( 1 mi) SSW of Alamo, CA
2.0 2011/01/30 03:33:05 37.845N 122.033W 4.8 2 km ( 1 mi) S of Alamo, CA
3.2 2011/01/30 03:29:39 37.849N 122.030W 7.8 1 km ( 1 mi) SSE of Alamo, CA
2.4 2011/01/30 03:18:46 37.846N 122.033W 6.6 1 km ( 1 mi) S of Alamo, CA
3.2 2011/01/30 03:13:06 37.848N 122.034W 8.5 1 km ( 1 mi) S of Alamo, CA
1.7 2011/01/30 03:07:51 37.849N 122.025W 5.0 1 km ( 1 mi) SSE of Alamo, CA
1.6 2011/01/30 01:35:19 37.847N 122.025W 4.6 2 km ( 1 mi) SSE of Alamo, CA

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From: scaram(o)uche4/29/2011 5:19:10 PM
   of 53
 
Going through my files, and clearing out some of the classics. As some here know, I started a listserv for biofreaks, Fall 1999. One of the individuals who tried to gain access was Claire P., of leatherdivine@********.com.

A google search for leatherdivine now leads to an old post from Ron that I've never seen before, despite the plea for acknowlegment.

messages.finance.yahoo.com

Looking at a second google link, I see that Ron was talking to Claire at yahoo, just as he invented discussions with his female self, here at SI.

messages.finance.yahoo.com

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