DCWD40’s Activity

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]

NL

Boards Post

DCWD40 replied to the NVE Corporation board. 2:43 PM

Re: It's a puzzlement

Up $6.40 without any news is not good news in my estimation. I agree that someone thinks a merger is in the air. The best news would be that some major investment newsletter "discovered" the stock and put a strong buy out. With so few [more]

Tue Jan 3

NL

Boards Post

DCWD40 posted to the Mining and Metals board. 2:40 AM

The Mother of All Reverse Splits

I almost hate to post Rubicon news, but the refinancing is in and there is this pearl:

Common shares held by existing shareholders (prior to the Restructuring Transaction) were consolidated based on a ratio of approximately 162.1 [more]

Tue Dec 20

NL

Boards Post

DCWD40 posted to the NVE Corporation board. 2:24 PM

Next Conference Call

With the stock selling for 29 times earnings, it makes me wonder what share purchasers are expecting when earnings are announced in mid-January.

Any move into the automobile market is probably coming in the April earnings announcement. There [more]

Wed Dec 7

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 2:52 PM

Re: How are you evaluating jr miners?

I too use TA only to time a buy or a sell.

I usually avoid non-producing juniors. My last journey into this arena was a lucky one. I got out with a profit before this company reorganized shareholders into 5% of what is still just a [more]

Fri Dec 2

NL

Boards Post

DCWD40 replied to the Mining and Metals board. 12:27 PM

Re: Graphene/graphite update.

I did some DD on SYAAF. It's hard to ignore the quality of their mine asset yet the stock has turned down just as the mine is fully funded and the first pour is set for Q2 '17.

If bad news is coming, it should be between December and [more]

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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 7097
Recs Received 12141
People who have rec'd these posts 2020
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2845
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Most Frequent Board Disney
Very First Post It's time will come (3/25/1999)
Percentage of Posts Rec'd 58.38 %
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