| From: JubilationT | 8/5/2016 4:58:00 PM | | | | | | | Really, can anyone believe or want to wait the "near-term" two more years or so? It is hard to fathom the loyalty of some of the poor investors who have waited so long. It's probably figured that the loss would be too great to take both monetarily and psychologically. |
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| From: poccidenarri | 8/5/2016 5:54:40 PM | | | | | | End of the week update
The current spread is $39979, advantage pocci
Sadly, even the pocci portfolio is about 5K underwater.
Still, it is a much better performer than REFR.
The REFR portfolio has lost almost 45K!
REFR has not declared any dividends, if any one is wondering.
Kind of a bummer for what is supposed to be a royalty collecting/dividend paying machine.
Will the spread exceed 40K next week? Will REFR even exist a year from now?
Tune in right here for the answer, and don't touch that dial! |
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| To: JubilationT who wrote (18226) | 8/5/2016 8:09:37 PM | | From: Auger50 | | | | | Yeah, I don't have access to the research piece but I'm assuming the downgrade is related to the uncertainty to Mercedes production schedule. Likely frustrated with all of the delays in getting MSC in the S-Sedan and finally when Mercedes decides to offer MSC (over a year later than investors expected) on the sedan it comes at a time when production cuts are scheduled due to mid cycle car demand. It was exciting when the S class figure was set to be 80-120k a year, but what is it now? |
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| To: Auger50 who wrote (18227) | 8/5/2016 9:05:41 PM | | From: JubilationT | | | | Ok,
Do you know how many of the Markham Hearing issues went to our side?
Say at 100k on the S-Sedans, say at 20% with MSC @ $150 a pop, would have given us 3million. Would you say that it is still in the works?
There are many many applications available for spd especially if the price has come down considerably. Less for RFI per but the volume, in time, can do wonders for the bottom line.
The question, at least for me, is: Can I be patient enough to put up with JH's gibberish explanations and his collection of all that undeserved (opinion) enormous pay. |
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