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Thread: Market Watch for late June and Early July 2010

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  1. #1
    candleman is offline
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    Market Watch for late June and Early July 2010

    Check last week's thread to catch up. I am sorry that we had to end the thread for last week. It was a lot of fun and frustration...not to mention drama. Actually, there is some great information there to continue with and unanswered posts.

    Anyway, here is the new thread for the week.

    Anybody that is reading or lurking in this thread is welcome to post. We are a very peaceful investment team here and we all help each other in any way that we can.

    If this is your first time here...then welcome!

    From the crew that resides within these walls...have fun and help each other learn and hopefully succeed!

    Disclaimer for this thread: Always do your own due diligence (research). None of we people in here are investment advisers or brokers, or anything that resembles a professional when it comes to dealing with stocks. If you have any questions about any stock or anything said in here, check it out with your broker. We are just a bunch of people trying to make some money, just like anyone else. What you do is your sole responsibility and not mine or that of anyone else that posts in here. This is simply a discussion group and nothing more. Stocks are very risky and you could lose all of your money. Seek professional advice before doing anything whatsoever. We are amateurs in here and are wrong most of the time. Do not take any chances with our advice to each other or our self-seeking and self-fulfilling comments.
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  2. #2
    candleman is offline
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    Alright, it was time to start a new thread. I think we're on the three week schedule for awhile.

    The questions are....

    Will we all get rich and retire on our QASP investments?

    Will the Dow hit 7000 this summer?

    Will all of our alternative energy stocks shoot to the moon because people finally want to use some energy source other than petroleum?

    Will Bill Hart make an appearance???

    Stay tuned folks and have a great weekend!

    Chuck

  3. #3
    Los Tiburones is offline
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    Quote Originally Posted by candleman View Post
    Alright, it was time to start a new thread. I think we're on the three week schedule for awhile.

    The questions are....

    Will we all get rich and retire on our QASP investments?

    Will the Dow hit 7000 this summer?

    Will all of our alternative energy stocks shoot to the moon because people finally want to use some energy source other than petroleum?

    Will Bill Hart make an appearance???

    Stay tuned folks and have a great weekend!

    Chuck
    Nicely done Chuck.


    Yes.
    Egads, I hope not.
    Maybe, if the second one comes to pass ...
    I hope so!

    You too Chuck!

  4. #4
    Los Tiburones is offline
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    Just in case you guys haven't been following along with the script ... This email got a lot of traction yesterday, it appears it wasn't for shrub eyes and ears but got put up anyway ...

    ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

    From Shannon Newby to Anvil, etal: WITH LOVE

    Verity, Can you post Newby's response to your buddy Anvil it seemed to piss him off and he doesn't have an ihub account. I showed him the link below.
    This came directly from Shannon: Ty

    ----- Forwarded Message ----
    From: Shannon Newby <sknewby@gmail.com>
    To: bxxxxxxx@yahoo.com
    Sent: Sat, June 26, 2010 11:35:10 AM
    Subject: Fwd: this is what is killing the stock fyi!
    "ATTENTION:
    To all so called conventional bankers especially (IHUB =Anvil), you are welcome to study my financing structure for the QASP deal for free.

    The first investment grade private bank that is securing the AAA Trust company is totally secured by the net equity valuation of the assets being purchased by QASP. These assets are well in excess of $165mm and more importantly Newby & Associates, Inc. warrant execution price is substantially lower than the post financing/acquisition valuation yet much higher then current market valuation. The worst-case scenario for QASP's inability to raise enough capital in a secondary offering by maturity of the loan, will result in heavy dilution from the exercised warrants. Which by the way is enough to cover 100% of principal and interest on the loan.

    Unlike most conventional lenders, I believe in the GREATER RISK versus REWARD ratio. Most Fortune 500 companies would never agree to such a substantial dilution to raise capital unless they have no other alternative. But, since this is not a Fortune 500 company, I will assume this structure is acceptable.

    Keep in mind that the net equity valuation post financing/acquisition is more than double the loan amount.

    Now if we take into account next years EPS for this newly consolidated business, I am betting that QASP stock can be sold at a multiple of those earnings which is a significant premium to today's share price.

    This structure only works for companies who can acquire enough net equity in their acquisition targets to cover the dilution caused by the warrants being executed in the future to repay the loan in the event of a loan repayment deficiency by the borrower. If QASP's net equity post financing/acquisition was less than double the loan's principal and interest coverage, I would not be able to fund.

    My structure is solely relying on my ability to dilute the net equity at a much higher stock valuation versus selling the newly acquired assets in a fire sale, even with my first position lien.
    I have more than enough leverage capability to exercise the warrants and exit the loan position.

    As far as the $10mm line, I decided to close both loans simultaneously due to the time is of essence put on the company.

    This has been most interesting and I look forward to further educating the conventional and soon to be out work bankers.

    Remember the name NEWBY & ASSOCIATES, INC. I have a feeling the WORLD is going to take notice after QASP.
    Best Regards,
    Shannon Newby
    President
    Newby & Associates, Inc.

    From: Verity [mail to: SundayGolf@comcast.net]
    Sent: Thursday, June 24, 2010 2:10 PM
    To: Bert Watson Jr
    Subject: what do you think of this one ?????????
    http://investorshub.advfn.com/boards...ge_id=51668898

  5. #5
    candleman is offline
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    Newby sounds VERY positive about the loan and the ability to be repaid. When a lender is so positive, I think that is a very good sign for the future of Quasar
    Aerospace.

    I get a little concerned about his use of the word dillution so many times though.

  6. #6
    doclogic is offline
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    I follow the Q on the shrub....it's craziness for sure. I'm long on QASP and appreciate thoughts here and I think we get some reasonable opinion here on the buzz. I toss things through my head based on what I read and recently came to a relative conclusion, that while we may get some dilution of shares.....the company is growing and strong and the real deal. I get tired of the word "scam." While some dilution may occur, that doesn't make this thing a scam. And right now, I think thats the only major thing the scam criers can run with.

    It might not sky rocket, but it's headed upwards from here....

    I really believe Dean is a good guy.......I think his PR's are designed to keep everyone up to date, so that the company is as up front with what is going on, but sometimes his PR's are taken the wrong way and picked apart for unfair reasons.

    In any case......I appreciate the tidbits of info and I believe most people believe the same way I do overall. Just wanted to share a little of my thoughts. I'm in for a while. I've flipped a few shares, but long with the core of my shares and will keep playing some shares via the swing traders game since its trading so positively and negatively on news.

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