tag:blogger.com,1999:blog-2149523431587168680.post2160335735333951087..comments2024-01-16T00:12:23.220-05:00Comments on Oddball Stocks: Winland Electronics a case of hidden value laying in plain sightNate Tobikhttp://www.blogger.com/profile/05660387777171986124noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-2149523431587168680.post-42855318218714858992015-08-18T16:25:44.983-04:002015-08-18T16:25:44.983-04:00For those of you who can't find the current fi...For those of you who can't find the current financials, they're located on the OTCMarket's website. I started to buy WELX when it was in the $0.70s, and am in this for the long haul.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-19435671217052948852015-07-01T12:14:56.928-04:002015-07-01T12:14:56.928-04:00$1.65/share in NOLs? ah, no.
Looking at google f...$1.65/share in NOLs? ah, no. <br /><br />Looking at google finance, there are roughly 3.8m shares oustanding. using the $6.3M above that is $1.80/share, but that is not tax affected. It is really $6.3M x tax rate / TSO = which gets you closer to $0.63/share, which is still grossly overinflating the value bc it is not discounted for time value. unless they are doing $6.3M in pretax profit this year, it should be discounted.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-39553933865471043152015-06-29T13:10:47.884-04:002015-06-29T13:10:47.884-04:00Nate,
Thanks for the great post. I have a couple o...Nate,<br />Thanks for the great post. I have a couple of questions:<br />1. Where did you obtain the recent financial information?<br />2. What makes you believe the revenues / profits are sustainable? Couldn't a sizable competitor (as mentioned in their 2012 10-K) produce and market their own product and effectively wipe them out. <br />3. Why are you not invested?<br />Thanks!!<br />BrendanAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-19588857480642433672015-06-27T15:28:00.644-04:002015-06-27T15:28:00.644-04:00I have looking at this and not able to understand ...I have looking at this and not able to understand what is the company doing to grow the biz. current valuation @10X looks attractive unless the company starts growing. what are they doing about it ? cannot find any public information on itRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-9950425673798858552015-06-26T10:24:01.906-04:002015-06-26T10:24:01.906-04:00So Nate, what's holding you back from investin...So Nate, what's holding you back from investing? I see a lot of things that show a significant upside.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-66241505731420812842015-06-25T14:59:14.620-04:002015-06-25T14:59:14.620-04:00Will,
This is a perfectly viable business plan ri...Will,<br /><br />This is a perfectly viable business plan right now. Not sure what it says about the current environment though. Nate Tobikhttps://www.blogger.com/profile/05660387777171986124noreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-60473020589799049632015-06-25T14:02:26.068-04:002015-06-25T14:02:26.068-04:00Step 1: Take private
Step 2: Relocate to SF, shor...Step 1: Take private <br />Step 2: Relocate to SF, shorten name to one syllable, and re-brand as “internet of things” startup<br />Step 3: Attract some high profile VCs and flip to google-apple-uber for $1b+Willhttp://www.willward1.comnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-61546827625993978892015-06-24T22:54:48.033-04:002015-06-24T22:54:48.033-04:00My hunch is that FRMO got involved with the intent...My hunch is that FRMO got involved with the intention of buying out the others + potentially buying out the company if everything goes according to plan. He provides an out for Houk, Braziel et al. Stahl talks about optionality a lot, their tiny position has the potential to become an acquisition IMO. They've certainly made it clear they want to acquire businesses.Anonymousnoreply@blogger.com