Post by Admin on Jul 28, 2004 3:03:49 GMT -5
Good Evening,
If you held CRS overnight, wipe that silly grin off your face. ;D If you've been watching KMRT hoping it would present another entry point, as I told you it would, it did, opening at $65.76 and closing up $9.16 at $73.24 on 5 X its average daily volume. Keep in mind, IMO, the target here is $85-$95 before it tops, so you should be able to trade it multiple times in both directions before that happens, if that's your style of trading.
The difficulty some of you have expressed is keeping track of the multitude of opportunities presented. Once our "Real Time" software is installed on your desktop, reading the entry and exit alerts, will become child's play.
Today's IM's, e-mails and telephone calls were overwhelming. All positive with one exception. Tomorrow I will share with you my response.
Tonight, I want to welcome all new members and encourage you to read "Who is CT" (it's not about me, it's all about Him) and make sure you understand our investment philosophy. It's all here on the site. Take the time to read it so you will be on the same page as the rest of us. If you have any questions, don't be shy.
Once again, I feel the need to remind people why we are here, what we are espousing and why we have elected to profile the stocks you will find here.
NOTE: Profiles differ greatly from trading selections.
One is being profiled because it is an anomaly, possibly already in the record books as the most heavily traded stock of all time. I think that is a good enough reason to be involved and share various viewpoints with our esteemed investors.
In the case of our other issues, there is our health to think about and since we have first hand knowledge and appreciation for our good neighbor's mission to potentially alleviate the pain, swelling, numbness and lack of circulation suffered by hundreds of millions of all kinds of Diabetes patients around the world, is just one example of why we believe in DHPI's unique products and services and underscores the particular requirement for all of our companies to have Global reach and appeal and consequently, enormous upside potential.
We also mentioned we like to profile companies where we can see the future ahead of time and truly understand the real potential that each of our companies holds and in particular we highlighted DJRT for that very reason. If DJRT were a high tech stock growing at the kind of rate it has so stunningly exhibited in recent months, it would probably command a huge market cap and with the kind of giant margins that are unimaginable for most companies, the company would be the subject of all kinds of widespread praise and acclaim.
And so it should be and it is here. We are ringing the bell on this one and shouting it from the rooftops.
Low priced stock for sale, buy now or forever hold your peace.
Instead, this stock seems to be suffering from acute indigestion, which we fervently believe will be short-lived, simply because you cannot hold a good stock down for too long because sooner or later, the future that we foresee today as an extrapolation of its current growth trend could open the way for this stock to trade around $3.00 +, at 20 times earnings. But with the current trend of increased margins and hyper-growth rate factored in, that number could easily rise to $5.00 per share. And if the company not only continues to grow organically, but potentially accelerates its growth through acquisitions, then these prices would probably be entirely justified. That would tend to suggest potential upside of between 1,000% and 2,000% over a relatively short time-span of the next few years.
Another such situation also exists in the form of a different kind of company. One where such upside of 1,000% - 2,000% upside might one day be tame and ultimately gains of upwards of 10,000% may be possible because right now this is a major, asset based play, and an extremely undervalued one at that, but also one that can grow through acquisition of additional assets and in time could also become a major cash flow producer in of itself by virtue of its highly leverage ramp up to full production wherein the revenue growth could be truly staggering as profit margins rise towards 50% within a few years. 10,000% may appear extreme, but over the past 18 Months, 2 stocks on the Pink Sheets did just that! One is a mining asset. So, how undervalued is Azco Mining Inc - GOT AZMN ?
Let us count the ways. With proven in-ground assets of 4 Million tons of some of the highest quality Mica in existence appraised at between $167 and $212 Million and embedded with some of the richest deposits of Feldspathic Sand to be found anywhere that at a flow rate of 180,000 tons per year x 20 year mine life = $270,000,000 without any allowance whatsoever for future inflation and with all possible margins as high as 37.5% we come up with a potential net value of around $100 Million and with such an insatiable market for building material specialist products developing right on our doorstep in one of the fastest growing regions in the country, the City of Phoenix and Maricopa that currently consumes 500,000 tons of these types of products per year, we have ready buyers for our entire production. It may not be long before this starts to happen as our assets are growing in value each year because of shortages, fuel cost and other influences that are net positive for Azco. If you factor in the total massive reserves estimated at 20 times the size of the proven, at current consumption rates, Azco could arguably supply the entire state of Arizona for about one hundred years. As for the sum total reserve estimated valuations, you do the math. It simply underscores the immense valuations that are there and that we own.
And as indicated above, adding the potential valuations of the total proven combined reserves together, we come up with somewhere between $267 - $300 Million. Factoring in the total estimated reserves at 20 times the proven reserves, valuations reach into Billions.
that's $'s not shares
Azco has traded the last few months between 9 and 16 cents with a market cap in the range of $4 and $8 Million, but as can be seen from the data above its current value is potentially many times that by its real in-ground asset values, anywhere from nearly 40 to 80 times, so it stands to reason that any pending developments could dramatically impact the share price from current levels towards the implied intrinsic valuation range somewhere in the realm of $5 to $7. While such prices may appear beyond our reach. Stranger things have happened. But that's not all. Azco's President & CEO just recently publicly declared in his newly adopted bold mission statement:
"I intend to redirect the strategic future of this company to include identification and acquisition of high quality Gold, Silver and Copper resources".
On to the day ahead >
BLS LCAV PCAR CMI BHMC RS BSX CATY NXG
"In my weakness, His strength is made perfect"
Our weaknesses exist for a reason. The sooner we stop denying them, avoiding them, and covering them up, the sooner we admit them, whatever they are, the sooner God's strength can be made perfect in us.
Have a good weak!
Blessings
CT
If you held CRS overnight, wipe that silly grin off your face. ;D If you've been watching KMRT hoping it would present another entry point, as I told you it would, it did, opening at $65.76 and closing up $9.16 at $73.24 on 5 X its average daily volume. Keep in mind, IMO, the target here is $85-$95 before it tops, so you should be able to trade it multiple times in both directions before that happens, if that's your style of trading.
The difficulty some of you have expressed is keeping track of the multitude of opportunities presented. Once our "Real Time" software is installed on your desktop, reading the entry and exit alerts, will become child's play.
Today's IM's, e-mails and telephone calls were overwhelming. All positive with one exception. Tomorrow I will share with you my response.
Tonight, I want to welcome all new members and encourage you to read "Who is CT" (it's not about me, it's all about Him) and make sure you understand our investment philosophy. It's all here on the site. Take the time to read it so you will be on the same page as the rest of us. If you have any questions, don't be shy.
Once again, I feel the need to remind people why we are here, what we are espousing and why we have elected to profile the stocks you will find here.
NOTE: Profiles differ greatly from trading selections.
One is being profiled because it is an anomaly, possibly already in the record books as the most heavily traded stock of all time. I think that is a good enough reason to be involved and share various viewpoints with our esteemed investors.
In the case of our other issues, there is our health to think about and since we have first hand knowledge and appreciation for our good neighbor's mission to potentially alleviate the pain, swelling, numbness and lack of circulation suffered by hundreds of millions of all kinds of Diabetes patients around the world, is just one example of why we believe in DHPI's unique products and services and underscores the particular requirement for all of our companies to have Global reach and appeal and consequently, enormous upside potential.
We also mentioned we like to profile companies where we can see the future ahead of time and truly understand the real potential that each of our companies holds and in particular we highlighted DJRT for that very reason. If DJRT were a high tech stock growing at the kind of rate it has so stunningly exhibited in recent months, it would probably command a huge market cap and with the kind of giant margins that are unimaginable for most companies, the company would be the subject of all kinds of widespread praise and acclaim.
And so it should be and it is here. We are ringing the bell on this one and shouting it from the rooftops.
Low priced stock for sale, buy now or forever hold your peace.
Instead, this stock seems to be suffering from acute indigestion, which we fervently believe will be short-lived, simply because you cannot hold a good stock down for too long because sooner or later, the future that we foresee today as an extrapolation of its current growth trend could open the way for this stock to trade around $3.00 +, at 20 times earnings. But with the current trend of increased margins and hyper-growth rate factored in, that number could easily rise to $5.00 per share. And if the company not only continues to grow organically, but potentially accelerates its growth through acquisitions, then these prices would probably be entirely justified. That would tend to suggest potential upside of between 1,000% and 2,000% over a relatively short time-span of the next few years.
Another such situation also exists in the form of a different kind of company. One where such upside of 1,000% - 2,000% upside might one day be tame and ultimately gains of upwards of 10,000% may be possible because right now this is a major, asset based play, and an extremely undervalued one at that, but also one that can grow through acquisition of additional assets and in time could also become a major cash flow producer in of itself by virtue of its highly leverage ramp up to full production wherein the revenue growth could be truly staggering as profit margins rise towards 50% within a few years. 10,000% may appear extreme, but over the past 18 Months, 2 stocks on the Pink Sheets did just that! One is a mining asset. So, how undervalued is Azco Mining Inc - GOT AZMN ?
Let us count the ways. With proven in-ground assets of 4 Million tons of some of the highest quality Mica in existence appraised at between $167 and $212 Million and embedded with some of the richest deposits of Feldspathic Sand to be found anywhere that at a flow rate of 180,000 tons per year x 20 year mine life = $270,000,000 without any allowance whatsoever for future inflation and with all possible margins as high as 37.5% we come up with a potential net value of around $100 Million and with such an insatiable market for building material specialist products developing right on our doorstep in one of the fastest growing regions in the country, the City of Phoenix and Maricopa that currently consumes 500,000 tons of these types of products per year, we have ready buyers for our entire production. It may not be long before this starts to happen as our assets are growing in value each year because of shortages, fuel cost and other influences that are net positive for Azco. If you factor in the total massive reserves estimated at 20 times the size of the proven, at current consumption rates, Azco could arguably supply the entire state of Arizona for about one hundred years. As for the sum total reserve estimated valuations, you do the math. It simply underscores the immense valuations that are there and that we own.
And as indicated above, adding the potential valuations of the total proven combined reserves together, we come up with somewhere between $267 - $300 Million. Factoring in the total estimated reserves at 20 times the proven reserves, valuations reach into Billions.
that's $'s not shares
Azco has traded the last few months between 9 and 16 cents with a market cap in the range of $4 and $8 Million, but as can be seen from the data above its current value is potentially many times that by its real in-ground asset values, anywhere from nearly 40 to 80 times, so it stands to reason that any pending developments could dramatically impact the share price from current levels towards the implied intrinsic valuation range somewhere in the realm of $5 to $7. While such prices may appear beyond our reach. Stranger things have happened. But that's not all. Azco's President & CEO just recently publicly declared in his newly adopted bold mission statement:
"I intend to redirect the strategic future of this company to include identification and acquisition of high quality Gold, Silver and Copper resources".
On to the day ahead >
BLS LCAV PCAR CMI BHMC RS BSX CATY NXG
"In my weakness, His strength is made perfect"
Our weaknesses exist for a reason. The sooner we stop denying them, avoiding them, and covering them up, the sooner we admit them, whatever they are, the sooner God's strength can be made perfect in us.
Have a good weak!
Blessings
CT