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   Microcap & Penny StocksMicrocap Potential Homeruns--Credible, and Reporting


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To: NAG1 who wrote (1041)8/18/2015 12:00:17 PM
From: Ted M
   of 1056
 
is 'net gain' implying a profit? I just realized it may only be saying things improved, ie a 'gain', although typically that would mean a profit.

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To: Ted M who wrote (1043)8/18/2015 7:58:37 PM
From: NAG1
   of 1056
 
Ted,

I thought that a profit could be a possibility this past quarter especially since they said they would not need to raise money immediately. In the very least, they should have been cash flow positive.

Neal

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To: NAG1 who wrote (1044)8/18/2015 9:40:01 PM
From: Ted M
   of 1056
 
I too was expecting a pretty decent quarter. I was just re-thinking my assumption about what 'net gain' means...we'll know soon enough. Conf call on Friday.

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To: Ted M who wrote (1045)8/19/2015 8:17:53 AM
From: NAG1
   of 1056
 
Ted,

First CC for the new CEO. I might be able to make the CC this time. Will have to see if the timing works out for me. Hopefully, he can get things back on track and give an honest assessment of revenues and profitability that is positive.

Neal

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To: NAG1 who wrote (1046)9/30/2015 10:50:55 AM
From: Ted M
   of 1056
 
Hi Neal, just thought I'd commisserate with you about IMSC. Your post was dead on on IHUB. I oscillate between thinking I 'should' get out because of the tough road to profits that they have and staying in simply because the increase in revenues and the TSA delivery both being close enough that sentiment might change in the near term. No real good reason to think that except that perhaps it will entice some new investors. Bottom line is the pricing appears to be signficantly lower than investors had hoped based on the backlog as of June 30 applying to roughly 1600 units announced but not delivered as of June 30. They may fudge on their numbers which could throw off the calcs though..wouldn't put it past them. Anyway, between them and VSYS it's been a bad several years as I kept believing and investing in each for short term moves that never happened, each followed by significant price falls on dissappointment, which left me overweighted and hoping against the evidence. In each case I kept thinking "surely it can't get much worse", yet it did.

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To: Ted M who wrote (1047)9/30/2015 4:18:54 PM
From: Ted M
   of 1056
 
sold `1/3 of IMSC at .66 before the volume really kicked in today, and bought another risky play that has way way less debt and a tiny market cap, yet big potential(maybe)...PRSN.

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To: Ted M who wrote (1047)9/30/2015 7:53:06 PM
From: NAG1
   of 1056
 
Ted,

Not a good year for Viscount and Implant Sciences. If they had "hit" like I was expecting them to, retirement would have been sooner rather than later.

I still have some hope for both of them, but I have less faith in Viscount than in Implant Sciences. Maybe the big issue to take away from both of them is that if you are a small company dealing with the government, timelines will almost always fall by the wayside. I am not sure who is to blame here. The companies or the government. My guess they both have some blame here.

With Implant Sciences, I was expecting at least 10 million in the quarter. Their guidance makes it seem that they will build to a 10 million dollar quarter. So they will keep hemorrhaging cash for at least the next couple of months, barring the TSA stepping up whatever timeline they are on. No wonder they are waiting on refinancing. It really isn't an option right now. I would guess someone will pick them up on the cheap if they can't build revenues significantly more than their guidance speaks to.

With Viscount, I think it was worth the effort of a new sales force but it doesn't seem that anyone can push their solution any faster than what is happening. I am selling this off a bit each month, hoping that somehow some value can be found and the share price will rebound but I am afraid that ship has sailed.

I think I am done with small companies for a while. I will be looking to diversify my portfolios more and look at a dividend strategy that will give me enough cash flow to retire. It has been a while since I hit a decent winner in the small cap space.

Good luck to you.

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To: NAG1 who wrote (1049)9/30/2015 9:57:36 PM
From: Ted M
   of 1056
 
Neal, I've enjoyed our discussions even though some of our favs here have not worked out well. Misery loves company, you know :). Relying on company input regarding govt timelines/actions/mandates was what I see as my biggest mistake. As well as dipping back into companies with debt issues..I thought I had learned my lesson on that 5 years ago..

Implant said they shipped 'many hundreds' of units, so maybe this qtr will actually exceed 10 million. It appears likely from the little info I've looked at that the TSA is at a significantly lower price than ECAC so if that is true then if they have a qtr where they are going full-speed on ECAC they would do better margin-wise than going full-speed on TSA.

Thanks for the well wishes. I hope things work out well for you too and that retirement will come sooner rather than later. Your one of the good guys here..,

Ted

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To: Ted M who wrote (1050)10/1/2015 10:12:57 PM
From: NAG1
   of 1056
 
Ted,

Thanks and right back at you. It has been fun, even though there have been a lot more misery than company recently ;-) At least in the short term, you made the correct choice on IMSC. The action of the last week has but me in a big hole there. I think I have the time for it to correct but will give them the next year to get their act together.

I have about 4 years till I want to retire but I want the finances in place well before that time. I don't want to wait until the last moment. And if I feel I want to retire earlier, I want to be able to do that. I want to be able to get that dividend portfolio into position by the time I am 60 and tweak it till I retire.

One of the things I have enjoyed here and microcap kitchen is that you get very few people with "agendas". Ihub has become a place where it would seem that shills that are pro and con a stock battle it out. Unfortunately, the truth and real discussion suffers. Unfortunately, not enough of that goes on on investment boards anymore.

Neal

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To: NAG1 who wrote (1051)10/2/2015 12:18:20 PM
From: Ted M
   of 1056
 
Yeah, the agendas are so annoying and obvious on IHUB and in that atmosphere even real/honest discussion becomes suspect. Much less so on the kitchen here. Hope the retirement planning goes well for you.

Ted

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