DCWD40’s Activity

Fri Oct 20

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 6:36 PM

Re: Q2 Conference Call

I confess I lightened up on my position as well, but will backfill when the opportunity or the news presents itself. I still think this is a quality company.

Funny that we both lightened up...

I agree too that this is quality [more]

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 11:52 AM

Even W Gets It

In a speech yesterday, The former president had this to say:

“America must harden its own defenses. Our country must show resolve and resilience in the face of external attacks on our democracy and that begins with confronting a new era [more]

Thu Oct 19

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 8:41 PM

Re: Novo Resources Corp

Somehow there is a whiff of Bre-X about it.

Thought the same thing.

At this price, and at this stage, I would call it a wild gamble, not that it isn't enticing.

I agree. My big speculation is in Armenia. [more]

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 8:22 PM

Re: Pretivm.

Holding until it reaches $20 a share. Then I'll write covered calls...

W.D.

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 8:20 PM

Q2 Conference Call

I am surprised to see the stock up $6+ on sales that are slightly down, R&D expenses that are ramping up, and another treasury-draining $1 dividend.

The conference call is worth reading.

[more]

Thu Aug 17

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 5:05 PM

Re: PVG posts second Q results

I am impressed that PVG got around 3.7 g/t out of excavation of stope and sludge material (an opinion not shared by many, I suppose).

I agree. That is fantastic. I know some underground gold miners that would like to have their [more]

Tue Aug 15

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 8:13 PM

Re: PVG posts second Q results

Poz:

Thank you for running the numbers...

I run a spreadsheet of 151 miners (mostly gold miners but with a few FS-only companies). I use it to evaluate the potential upside for gold and silver stocks based on their production, AISC, [more]

Thu Jul 20

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 12:37 PM

Q1 Conference Call

After reading the conference call transcript, I understand why the market currently has the stock down 4.5%.

[more]

Wed Jul 19

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 5:41 PM

Q1 Earnings

Total revenue for the first quarter of fiscal 2018 increased 13% to $7.61 million from $6.71 million in the prior-year quarter. The increase was due to an 18% increase in product sales, partially offset by a 15% decrease in contract research and [more]

Mon Jul 17

NL

Boards Post

DCWD40 posted to the Disney board. 5:23 PM

D23

There were lots of announcements at D23 this year. You can find videos of the announcements in multiple places. Here is a nice summary of everything involving WDW (which, outside sources say, will cost well over $2.2 billion):

[more]

Sun Jul 16

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 11:01 PM

Re: and Everspin?

I made the comment that it would require a lot of main memory.

We must come from a similar past. I used to do manufacturing automation systems. I took over a job that a HP computer was unable to handle. It could not be configured [more]

Sat Jul 15

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 3:12 PM

Re: and Everspin?

Here are a couple of press releases that address NVE and Everspin:

EDEN PRAIRIE, Minn.—April 7, 2014—NVE Corporation (Nasdaq: NVEC) and Everspin Technologies, Inc. have agreed to dismiss, with prejudice, an NVE lawsuit against Everspin [more]

Tue Jul 4

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 6:26 PM

Re: PVG Declares Commercial Production at Brucejack

Now the wait for early August when earnings will be announced and the company can use an earnings conference call to highlight the upcoming expectations.

W,D,

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 6:20 PM

In the Russel 2000

On June 27th, NVE was added to the Russell 2000. The exposure will not hurt the stock.

The lack of options does hurt me. I would have loved to have written covered calls when the stock shot above $80. The dividend is nice but option premium [more]

Mon Jun 12

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 12:54 AM

Re: 2017 Annual Report

SHR:

My wife is doing okay. Thanks for the best wishes.

I hope you go to the annual meeting. It is so much easier to view small companies like this by rubbing elbows at the annual meeting. It is hard to get a feel for a giant [more]

Sat Jun 10

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 4:18 PM

2017 Annual Report

Since my wife had surgery yesterday, I find myself house-bound and able to do such things as read the NVE 2017 annual report. Here is a link to that document:

[more]

Thu May 4

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 2:20 PM

Stock Down $5...

...and the latest earnings conference call was a winner -- at least for me.

It took quite a few questions before anti-tamper got mentioned. Here is what was said there:


So the Physical Unclonable Functions are used for [more]

Fri Jan 27

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 1:16 PM

Re: It's a puzzlement

This is all my wild speculation based on no information.

Describes my comments too.

It always amazes me that this is just a $380 million market cap (4.82 million shares) high tech stock that is profitable and paying a 5% [more]

Wed Jan 25

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 4:40 PM

Re: Continental in business at last.

With the gold and silver grades, it is hard to imagine this getting messed up. Columbia has settled its civil war so the country is finally not an armed camp. I have had this company on my radar but have waited to see what the financing will look [more]

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 3:40 PM

Re: It's a puzzlement

I just noticed that Seeking Alpha posted a story on NVE six hours ago -- about the time the stock took off. This person spent a good amount of time reading through the NVE links because the story has details about contracts and the like that were not [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 7102
Recs Received 12145
People who have rec'd these posts 2020
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2847
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Very First Post It's time will come (3/25/1999)
Percentage of Posts Rec'd 58.36 %
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