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EVEP sent request for better metrics letter
Posted by birdluck1 on MLPs, 8/19/2010 at 1:38:09 PMI had a talk with the EVEP CFO Mike Mercer about the problems we have with the lack of certain metrics in the financial reports. He was very responsive and I sent him a letter from the MLP board asking for better metrics. Since he took the trouble to make a presentation to the Value Forum, we might see a good response from EVEP.
continue reading.
The date that TSHTF
Posted by daveddawg on Precious Metals, 8/24/2010 at 9:59:17 PMFrom Harvey Organ today, referencing Jim Wille. Thanks to nofatchicks for that posting of J Wille earlier. I have been looking for more info from J Willie for the last 2 days, but alas, I don't . Maybe I should subscribe. Take heart, there is at least a few months to get ready.
Subject: From Jim Willie
A highly reliable sage source from the gold banking world and international consulting is loaded with deep insight, vast experience, solid connections, ongoing relationships, privileged insider information, and diverse industries tied to banking. He tipped the Jackass ... continue reading.
Re: Which way is up?
Posted by Devalzadvok8 on NOVS.PK, 8/4/2010 at 1:27:10 PMMarion,
I don't easily get discouraged, but...............
It's probably far worse than this. I see many homes in my own [So Cal] county, month after month, the same being for sale with the only 'change' being new 'for sale' signs installed with the word "Reduced!" printed on them. The only other change seems to be homes taken off the market, [by discouraged would-be sellers] so it doesn't look like there are that many homes for sale. I would assume, if market conditions pick up, that these houses will be put back on market and further burden ... continue reading.
Interesting numbers
Posted by semiwiz2002 on OVTI, 8/26/2010 at 6:42:04 PM57% VGA and below, 43% 1 MP and above. Best mix ever.
57% of 134 mil sensors is 76.4 mill parts.....if they were a 1/2 buck average, it's $38.2 million.....less than 20% of the sales dollars. VGA is now mice nuts and irrelevant.
VGA probably lost money since most of those parts were of the cheesy variety. Let's say they lost $5 million on the VGA parts...you have to add the $5 million to the total gross profit to get the gross profit on the 1MP and above. That means that they made $56.9 mil on $154.9 in sales....or 36.7% on the high res product.
As time moves on and yields improve and BSI content ... continue reading.
Re: "Significant advances in delivery" (link)
Posted by foolcell on ALNY, 8/9/2010 at 11:35:57 AMIMO this monring's news llustrates further that freedom-to-operate in this field is a heck of a lot different than ability-to-operate. I think it’s great because it shows that ALNY is increasingly putting together a company that is protected by more than IP, which as we have seen can be disputed (e.g., Merck) or circumvented (e.g., Silence). It is increasingly protected by know-how. Watching the hundreds and hundreds of papers on RNAi pour out of labs around the world it has been easy (at least for laymen such as myself) to get the impression that doing RNAi is easy and were it not for its IP protecting the canonical, ... continue reading.
