Hatchetaxe

Hatchetaxe

Interesting play and even on existing business model CEO has a history of building companies. Didn't see this one coming but even with today's move we believe this is far from over. Have fun and enjoy the ride! Fundamentally should be multiples folds higher based on the competitive metrics and although it moved today once people do some work on this are realize...

Hatchetaxe

Interesting play and even on existing business model CEO has a history of building companies. Didn't see this one coming but even with today's move we believe this is far from over. Have fun and enjoy the ride! Fundamentally should be multiples folds higher based on the competitive metrics and although it moved today once people do some work on this are...

Hatchetaxe

People don't understand the valuable assets they have in gaming , movie , vr , oculus sonos connection , just to name a few

Hatchetaxe

They started pivoting even before Covid , all the downside is in at this point. They have some great IP / Patents / Trademarks and their total addressable market just tripled. Expect this to surpass 2016 levels in the next 6mo.

Hatchetaxe

On a fundamental perspective one has to do a sum of the parts on the businesses. In a nut shell their Gaming assets and ai security products are growing over 100% and they just traded off their napster asset for an interest in a VR virtual reality company.... plus they have their own codec property RealPlayer and mobile message platform sending 2bb messages a...

Hatchetaxe

Micro cap at less than 100mm that's working with data sets for many years / Ai valuations of DDOG VERI APPN etc. even if comparable multiple was 1/2 that of peers it would translate into a $14.00 stock , low retail and institutional ownership but large mo fund just filed a position - their buying most likely drove this up the first 2x times and they may still be...

Hatchetaxe

Company has never been so well positioned in history between their product and technology meeting the Ai trend at the right time. Company bought back 1mm shares around 1.50 not too long ago, but based on peers at 5-10x rev and sum of parts valuation in 2x range, this should hold here as last night 2 new institutional holders reported taking a position and one...

Hatchetaxe

out there - they've been doing ai before ai got defined. They have 2 venture businesses that comprise 20% of their revenue but feel are worth a multiple of the entire co. valuation. Layer on top of that eps model of .33 for next year at 30x and you get a $10.00 valuation real easy and it would still be in expensive relative to its peers APPN NEWR AYX etc. , ...

Hatchetaxe

this is just the beginning folks, co. should be valued around $500mm = $13.00 and even then I would hold for everything they have going on... the person on their Special Advisory Board is a rockstar - bascially founded Amgen and their also working with Asagawa head of NIID WHO who loves Ampligen and is working with it right now... safe profile, let along all the...

Hatchetaxe

CHECK Ampligen has been used in humans for years for CFS - very similar to Long Haul Covid CHECK - Industry renown thought leader who is Director of the WHO has been working on Ampligen through Japan NIID CHECK - Roswell and other top cancer researchers have been ramping up testing of Ampligen CHECK - company has about $1.40 in net cash and restructured in...

Hatchetaxe

They've been doing this a long time and have good IP, their switching model more like ZEN , once people start figuring this out its north of $15

Hatchetaxe

Company has some great technology originally going back to ham radios but lately they've been leveraging some of the IP into STB set top box market. Their technology may give Tivo an edge over ROKU and market cap is 7mm with insider buying from .50 to 1.25....... after years of old execs 80+ yrs old a new young regime has taken the helm for the technology they...

Hatchetaxe

This is the real deal from a fundamental perspective 1.00 in cash no debt, activist bought 12% of co. and put 2 people on the board before Corona ever became a thing and they bought their 12% position at $3.07 , 400 patents 80mm in revenue and insiders have bought between 2.20-3.65 - oh and yes as a side note their involved in corona testing as well. Much...

Hatchetaxe

03/31 while the co. is operated out of Denver it changed listing from Canada to US recently, come 3/31 the US index funds will have to re-balance and include OVV, while probably some of the sell off is from Canadian funds getting out.

Hatchetaxe

Still zero institutional funds, but once they uplist this will get interesting. While its moved they turned down an offer years ago at $2.20 and that was when this company was hardware now software recurring model which a much better edge than its peers, even CXDO which doesnt have the tech is valued higher still.

Hatchetaxe

Insiders have been buying this ever since it touched $8.00 ..... They are moving from CN to US which will allow more index funds to invest in the name .... oh and great management to boot.

Hatchetaxe

After the run above 1.00 this has consolidated nicely and has much better technology than cxdo which trades at more than twice the value of Altigen. Another great quarter and legacy business should keep from holding back the valuation on this in 2020 as the true growth rate wakes up some late analysts. Managment team was smart to pass up the 2.00 offer back a...

Hatchetaxe

Should start to show some big revenue numbers after a restructuring that took 4-5 years. They did a dutch tender offer at $15.00 and guessing you'll see another one. The CEO's average cost in buying this to turn it around is like $27 as is Canell Capital's cost. By any value metric this only starts to get fair valued at $30.00. Probably will run into year...