Commentary

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Some updates on our few remaining positions  and a few new positions to work on accumulating. GANX - 4.75 area, our average is probably 3.50-3.75.  I would continue to hold this one with a potential partner or buyout down the road making the most sense. ODD- 1/2...

ODD 46.60 Earnings are due out tonight, I expect them to be good.  I also won't be shocked to see them spin out their Biotech drug discovery division at some point hopefully creating more value.  With that said and the market a little toppy, I think...

57 million awarded and stock hit 1.40 highs today, now 1.13.  From a 50 cent entry a few years ago a nice gain but a long road and not sure many of you are in the stock We are closing out coverage here and booking the...

Some action Items and Notes: COYA - Close final 1/2 over 100% gains CRSP sell 1/2 40% gains hold 1/2. MEEC winds up their Court case against those they believe have infringed on their patents on March 1. I have a call scheduled with the CEO Monday at...

It's been awhile since my last full update and we sold a few positions for profits recently and initiated a new position this week as well as having some nice movers. PODC at 1.77 post earnings today is a good spot to add Positions Open:  All are...

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