July 5th, 2009
His stimulus programs are worthless and have done nothing except put us in debt.
WE HAVE NOT BEEN PAID BY ANY OF THE LISTED INVESTMENT WITHIN THIS ALERT! WE MAY BUY, SELL AND OR HOLD AT OUR OWN DISCRETION.
Obama's medical plan and Cap & Trade proposal will alter America into a third world nation!
The liberal political machine is surely mentally ill and will drive us to the poor & "nut" house! We must stand up and fight for our very survival! We do not need al quida to destroy our nation we can easily do it ourselves!
If you don't like our opinion, please unsubscribe to our letter! I am proud of this country, I am proud of Capitalism, I am proud of my freedoms, I am proud of America!!! I have no respect for this President!
We believe that a meager recovery is at hand, but the employment picture will remain bleak for at least 1 year maybe longer! Business will do better than most think because they have downsized in order to turn a profit. Corporate America is becoming lean and mean and will continue to saddle the federal government with additional jobless claims. This administration will create meaningless jobs that dead end. We need incentives for business to borrow and grow, but instead the current leaders prefers to tax and then tax some more. Just look at California, this state was an economic power house 10 years ago, now it cannot even pay its bills! The illegals have basically sucked this state dry-- from education, welfare, medical and let us not forget the prisons--the entitlement programs via liberal thinking has mangled this state's life line. Look at New York, liberal thinking yields broken economics. I am so afraid of Cap & Trade & the socialist Medical plan being shoved down our throats- Our political leaders do not even read the bills that they sign! We are sinking fast and I don't know if we can pull out of this nose dive!
STOCK PICKS ---AWRCF.OB, TGX, UNG & FCG
ASIA PACIFIC WIRE & CABLE AWRCF.OB $1.98
AWRCF.OB IS A LEADING MANUFACTURER OF WIRE AND CABLE PRODUCTS FOR TELECO AND POWER INDUSTRIES IN SELECTED MARKETS IN THE ASIA PACIFIC REGION( CHINA, THAILAND,SINGAPORE & AUSTRALIA).
FOR 2008 YEAR ENDING DEC 31ST. REV REACHED $500 MILLION VS $510 MILLION, NET LOSS WAS .99 VS A NET GAIN OF .35 FOR 07.
THE 2008 INCOME RESULTS WAS ADVERSELY AFFECTED BY FALLING COMMODITY PRICES, INCLUDING THAT OF COPPER, TOWARDS THE END OF 2008. THE COMPANY TOOK A $25 MILLION WRITE DOWN FOR ITS COPPER INVENTORY. IT SHOULD BE NOTED THAT IF THIS WRITE DOWN HAD NOT OCCURRED AWRCF.OB WOULD HAVE EARNED AROUND .80 NET/SHARE ( BASED UPON 13.8 MILLION FULLY DILUTED SHARES AT THE END OF 2008).
ACCORDING TO A RECENT PRESS RELEASE DATED JUNE 29, 2009 THE PRICE OF COPPER HAS RECOVERED ALMOST 67% FROM THE DEC 2008 LOWS.
THE COMPANY ALSO WITHIN THIS PRESS RELEASE TALKS ABOUT " GRADUAL GROWTH IN SALES VOLUME OVER THE PAST 5 MONTHS". THE COMPANY ALSO MENTIONS $70 MILLION WORTH OF CONTRACTS FROM THE SINGAPORE DIVISION. DURING THE FIRST HALF OF 09 AWRCF.OB BOUGHT AROUND 1.5 MILLION SHARES OF COMMON FOR AROUND $6 MILLION DUE TO AN AGREEMENT. THIS STOCK WILL BE PLACED IN THE TREASURY. EARNINGS/SHARE WILL ACTUALLY BE BASED UPON THE 12.3 MILLION SHARE LEFT OUTSTANDING.
THE BALANCE SHEET LOOKS BETTER THAN EVER- PLEASE REVIEW THE CURRENT 20-F FILING( ACTUAL 10K FOR FOREIGN COMPANIES).
TOTAL CASH INCLUDING CASH, UNRESTRICTED SHORT TERM BANK DEPOSITS & RESTRICTED SHORT TERM BANK DEPOSITS EQUAL $37.5 MILLION, $7.7 MILLION AND $15 MILLION RESPECTIVELY OR $60 MILLION OR ALMOST $5 DOLLARS/SH.
THE CURRENT SHAREHOLDERS' EQUITY IS AROUND $114 MILLION OR $9.26/SH IN BOOK VALUE.
BANK LOANS AND OVERDRAFTS HAVE DROPPED DRAMATICALLY FROM $102 MILLION TO $58 MILLION DURING 2008. TOTAL LIABILITIES HAVE DROPPED BY $45 MILLION OR ALMOST $4.00/SH
IT IS OUR OPINION THAT AWRCF.OB SHOULD SHOW A NICE PROFIT FOR 09. PLEASE KEEP IN MIND THAT ASIA IS GROWING AND WILL KEEP GROWING REGARDLESS OF THE MESS THAT WE ARE CURRENTLY IN! ALL BUSINESS SEGMENTS ACCORDING TO RECENT PRESS RELEASE INDICATE POSITIVE RESULTS FOR 09.
BECAUSE OF THE CORPORATE BUYBACK OF SOME 1.5 MILLION SHARES AT A COST OF $6 MILLION- WE WILL SEE A .50 HIT ON EARNINGS DURING THE FIRST SIX OF .09. ON-THE-OTHER-HAND MUCH OF THE COPPER RESERVE ALLOWANCE TAKEN DURING 08 WILL REAPPEAR AS A GAIN. AS THE WORLD'S BUSINESS CLIMATE HEALS, WE BELIEVE THAT AWRCF.OB CAN STILL EARN NORTH OF .50 DURING 09 AND IF YOU SUB OUT THE SHARE PURCHASE IT IS OUR OPINION THAT AWRCF.OB COULD EARN $1.00/SH.
AT PRESENT WE HAVE A STOCK THAT IS TRADING AT A PE ESTIMATE OF 2X. IT TRADES AT LESS THAN 22% BELOW STATED BOOK. IT TRADES AT 60% BELOW STATED CASH/SH AND SPORTS A PSR OF .05
IF MANAGEMENT IS NOT CAREFUL A HOSTILE SUITOR MAY COME ALONG AND ATTEMPT TO STEAL THIS GEM!
THIS STOCK REMAINS OUR CHEAPEST INVESTMENT IN OUR WORLD OF STOCKS! IT IS NOT FOR EVERYONE. IT DOES NOT TRADE VERY MUCH AND ONE MAY HAVE TO HOLD THE POSITION LONG TERM---THE BOTTOM-LINE IS THAT ONE DAY THE COMPANY WILL GET BOUGHT OUT BETWEEN $10-$15/SH OR IT WILL MOVE HIGHER ON ITS OWN MERITS. THE COMPANY STILL INTENDS TO LIST ON MAJOR EXCHANGE.
THE DOWNSIDE RISK IS NOT OWNING IT AT CURRENT LEVELS! THE UPSIDE POTENTIAL IN OUR OPINION IS BETWEEN 400-1000% LONG TERM! PATIENCE IS THE KEY WORD HERE AND IF YOU DO NOT HAVE ANY THEN THIS STOCK IS NOT FOR YOU!
WE REMAIN VERY BULLISH TOWARDS AWRCF.OB ESPECIALLY AT CURRENT ULTRA FIRE SALE PRICES!
Theragenics TGX $1.29
TGX operates as a medical device company serving the cancer treatment and surgical markets. It operates in 2 business segments; surgical products and Brachytherapy seed.
33.4 million shares fully diluted.
cash-on-hand as if April 5th 2009- $41.3 million or around $1.30/sh
> equity or bk equals-- $74.8 million
For the 1st Q ending March 31st 2009 rev raced to $19.8 million vs $14.9, net income/sh was soft- only .02 vs .05--earnings would have been much stronger, but the company is spending heavy on R & D. The R & D expense was $500k more than the same Q of 2008.
During July 28, 2008, the company completed an acquisition of " Needle tech Products, Inc. " - the company is a manufacturer of specialty needles and related medical devices.
The brachytherapy business manufacturers and markets their premier product, the palladium 103 "theraseed" device and I-seed, a Iodine-125 based device, which are used in the minimally invasive treatment of localized prostate cancer.
Recently, Wachovia granted TGX a new $40 million dollar credit line.
In our opinion, TGX should easily see $80 million in rev and at least .10 net for 09. From documents filed with the SEC we can conclude that heavy R & D will be a major element to stimulate growth for 010 and beyond, which will reduce earnings near term.
TGX may not be a "screamer", but your wallet will not need medical attention either! If you decide to invest in TGX bear in mind that it is recession proof, trades at a cheap multiple, still valued near 52 wk low, trades @ cash , 45% of stated book and is listed on major exchange!
LOOKS CHEAP AND RISK-FREE AT CURRENT LEVELS!
BULLISH ON NATURAL GAS
WE ARE ADDING 2 ETF'S TO OUR PORTFOLIO FOR MONITORING.
FIRST TRUST REVERE NATURAL GAS ETF (FCG)- CURRENT PRICE $12.22.
THIS INVESTMENT SEEKS TO REPLICATE THE ISE- REVERE NATURAL GAS INDEX. THE FUND INVESTS AT LEAST 90% OF ITS' ASSETS IN COMMON STOCKS. THE LARGEST HOLDINGS ARE: COG, XEC, GDP, ME, NFX, PXD, KWK, SD, SM & WTI.
OBVIOUSLY, NATURAL GAS @ $3.75/ 1000 CU FT, IS TRADING AT A MULTIPLE YEAR LOW! THE MAIN CULPRIT OF COURSE IS LACK OF DEMAND BECAUSE OF THE LINGERING RECESSION AND WARMER THAN USUAL WINTERS ( GLOBAL WARMING BULL) . WE ALSO HAVE NOT HAD VERY STRONG HURRICANE SEASONS DURING THE PAST 2 YEARS, WHICH OF COURSE WOULD CAUSE PRODUCTION INTERRUPTIONS ( ACCORDING TO THE "NUTCASE" GORE-- HURRICANES SEASON WAS GOING TO JUST GET WORSE EVERY YEAR!").
THE RATIO OF OIL TO NATURAL GAS IS ALSO AT EXTREMES AND EVEN IF OIL RETESTS $50.00/BARREL THE RATIO STILL INDICATES TO US THAT LITTLE RISK FOR FURTHER DECLINE FROM CURRENT GAS PRICES. WE ASSUME THAT NATURAL GAS WILL ACHIEVE MUCH GREATER USAGE BECAUSE OF A SMALLER CARBON FOOTPRINT WHEN BURNING THAN OTHER FOSSIL FUELS. OF COURSE IF WE USED MORE AND DRILLED FOR MORE GAS IT COULD HELP REDUCE OUR DEPENDENCE UPON FOREIGN OIL CREATE "REAL" JOBS" IN AMERICA AND REDUCE GREEN HOUSE GAS EMISSIONS.
WE SHOULD NOT FORGET HURRICANE SEASON, WHICH COULD CAUSE SEVERE PRICE SPIKES THAT WOULD BENEFIT INVESTORS THAT PURCHASE SHARES IN FCG OR OUR OTHER ETF RECOMMENDATION, NAMELY, UNG @ $13.10/SH. THIS ETF SEEKS TO REPLICATE THE PERFORMANCE OF NATURAL GAS. THIS TRUST INVESTS IN FUTURE CONTRACTS ON NATURAL GAS TRADING ON THE NYMEX.
OTHER STUFF FROM WWW.SAADVISORY.COM
1. AXC.TO (ADDAX PETRO) RECOMMENDED JAN 06 @ $28.50 BOUGHT OUT RECENTLY AT $50.00+
2. SIBIR ENERGY (SBE.L) RECOMMENDED DURING 1ST Q OF 06 @ AROUND 375 PENCE- RECENTLY BOUGHT OUT BY GAZPROM AT 500 PENCE.
3. CASTLE GLD CORP. (CSG.V) RECOM. DURING 2 Q OF 07 DURING 2ND Q OF 07 AT .50 CANADIAN- CMPY ANNOUNCED THAT THE COMPANY WILL ANNOUNCE BUYOUT PRICE BY JULY 10TH-- CURRENTLY .80--LOOKING FOR 1.25- 1.50 BID-- STAY TUNED!
4. METABASIS THERAPEUTICS (MBRX) CURRENT PRICE .48-- BIOTECH--RECENTLY REDUCED STAFF BY 86%, RECEIVED SOME $7 MILLION FROM MAJOR MEDICAL COMPANIES FOR THEIR RESEARCH AND OR PRODUCT DEVELOPMENT. COMPANY HAS 7 MILLION IN DEBT AND 11 MILLION IN CASH ( DOES NOT INCLUDE THE $7 MILLION)--WE BELIEVE THAT MBRX IS FOR SALE AND IS JUST CLEANING UP LOOSE ENDS-- HAS MAY PROMISING PRODUCTS IN DEVELOPMENT AND WE BELIEVE WILL SELL ITSELF FOR $1.50/SH--WORTH THE SPECULATION AT .48-- VERY GOOD WEB SITE- WWW.MBASIS.COM
5.BMB MUNAI INC. (KAZ) CURRENT PRICE $1.08 - ANOTHER RUSSIAN OIL- WE HAVE PLAYED BEFORE AND LOST, BUT DOWN AT CURRENT LEVELS WE SEE FAVORABLE UPSIDE WITH EXTREMELY LOW DOWNSIDE. BK IS AROUND $4.00/SH, KAZAKHSTAN IS A TOUGH PLACE TO DO BUSINESS- THE SLEAZY GOVERNMENT WANTS IT ALL- PRICES LOW THE COMPANY CANNOT MAKE MONEY- PRICES HIGH THE COMPANY IS TAXED TO DEATH- DON'T REALLY TRUST MANAGEMENT- VERY SECRETIVE AND LIKES TO TURN THE PRINTING PRESS ON OCCASIONALLY--I THINK IT IS BUYOUT CANDIDATE- THEY ARE LOW ON CASH BUT HAVE DEVELOPED SOME PROPERTIES THAT NEED CASH FOR FURTHER EXPLORATION- WHILE WE WAIT KAZ ALWAYS HAS SHARP MOVES-- WORTH THE SHOT AT CURRENT LEVELS. OVERALL WE HAVE HAD EXCELLENT RESULTS WITH OIL AND GAS BUYOUTS DURING THE PAST FEW YEARS-- IMPERIAL ENERGY, ARAWAK ENERGY, ADDAX PETRO & SIBIR ENERGY .
6. WE ALSO LIKE (CLL.TO)- ON THE TORONTO- INTERESTING ENERGY PLAY- WORTH A LOOK SEE AND PURCHASE!!
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