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Intermap Financing Update

On July 19, Pipeline Data released a report (which was first delivered to subscribers of our free Pipeline Data Newsletter). In the report, we stated the following about Intermap's $175 million mega-deal: "Intermap's recent press release revealed that the financing process for its SDI megadeal with the Democratic Republic of Congo (NYSE:DRC) is in its final phase with a leading multilateral financial institution. We subsequently provided our take (bullish) and price target ($1.38) at PipelineDataLLCand Seeking Alpha. Since that time, we have gathered new information which further enhances our bullish thesis. First, we now believe it to be a decent bet that the African Development Bank Group(AfDB) is [...]

By |July 26th, 2016|Categories: News|

AT&T Provides Bullish Clues For RDCM

Last night, AT&T announced earnings. They stated, "5% of our network functions (are) virtualized and expect to reach 30% by the end of this year. We are on path to achieve 75% network virtualization by 2020." Additional commentary included the following: Our network transformation is now pivoting to software-defined networking or SDN. With SDN, we are virtualizing network functions that used to require dedicated fixed equipment and software. SDN gives us flexible, dynamic and smart network capabilities. We ended last year with about 5% of our network functions virtualized and expect to reach 30% by the end of this year. We [...]

By |July 22nd, 2016|Categories: News|

Intermap Catches Fire (and a Recommendation)

Investors apparently see the light at the end of the tunnel coming. Shares of Intermap are ripping higher and gaining more attention in the chat boards:                       It also got a positive mention from BNN. For the mention, you can skip to 1:33 of this video: You can't say it hasn't been an interesting summer for our picks.        

By |July 22nd, 2016|Categories: News|

Personal Stock Notes for July 20

* $NTDOY - Further research confirms that $NTDOY doesn’t have enough of a vested interest in Pokemon to justify its recent move. It should pull back into the mid-20s IMHO. * $ITMSF - Remember the $1 billion that was stole from Malaysia? Well, according to Seeking Alpha, Federal prosecutors are now poised to seize “more than $1B of properties and other assets purchased with money allegedly misappropriated from 1MDB”. This is great news for $ITMSF, which I believe is in talks with Malaysia for a megadeal. I believe the scandal has led to delays in getting the deal done. * [...]

By |July 20th, 2016|Categories: News|

How To Profit From Pokémon Fever

In case you haven't heard, Niantic Labs' Pokémon Go is experiencing one of the hottest launches ever seen for a mobile video game. In my opinion, the fervor is justified. If you disagree, just download the game and see for yourself (or let a kid show you). Its utilization of augmented reality (incorporating real-world maps as the playing field) is truly an exciting new experience in mobile gaming (if not a dangerous one -- be careful out there). Thus far, the big winner has been Nintendo (OTCPK:NTDOY), whose stock has more than doubled in just two weeks. That seems justified [...]

By |July 19th, 2016|Categories: News|

Get Rich With “Profitable Insurance”

Check out my 1% Portfolio and you'll see (as of July 15) that my April 28th batch of short ideas has provided a 2% profit, despite the Russell rising 6% over the same time frame. As you know, when the market rises, short sellers are supposed to lose money. That hasn't been the case with these selections. Of course, shorts are meant to protect us against a market correction (like insurance). I strongly believe that short positions are critical to have right now, because the risk of a market correction could bring 20% losses to your entire portfolio. This is a significant risk [...]

By |July 19th, 2016|Categories: News|

JAKK: Short Squeeze or Shareholder Selling?

A new article on Seeking Alpha suggests that a short squeeze may occur in shares of JAKKS Pacific (JAKK) because 37% of the float is short. Skeptical investors countered the article's premise, citing the ongoing selling by large shareholder, Patrick Soon-Shiong. Based on information and lessons I have provided in the past, BOTH are completely wrong: The shorts aren't actually shorts. Most of them hold JAKK debt and are short the stock as a hedge against the equity aspect of their holdings. That's NOT a short. That's an arb. There's a BIG difference.People need to learn to investigate numbers instead of relying on them [...]

By |July 18th, 2016|Categories: News|


This won't be pretty, but should be informative. What follows are the contents my personal Word doc where I keep various notes on RDCM. Enjoy.   RDCM Update Mark Gomes: Thanks for taking the time. I was wondering, from your perspective, if the move to NFV and SDN is still moving along apace in the industry. Industry Contact: Yes, but one of the biggest speed bumps in the industry has to do with service assurance. How do you make it reliable, how do you do the diagnostics, how do you measure and monitor SLA adherence. And that’s not a vendor-specific issue. It’s [...]

By |July 15th, 2016|Categories: News|

Pictures Worth 1,000 Words — July 15, 2016

I'm sure many of you will agree that I talk too much. In this series, I'll let the pictures do the talking. Enjoy the silence. Source: Pipeline Data, LLC   Source: Pipeline Data, LLC   Source: Pipeline Data, LLC   Source: Pipeline Data, LLC   Source: Pipeline Data, LLC  

By |July 15th, 2016|Categories: News|Tags: , |

Intermap Update

Hi All, The news keeps coming. For those who missed my last update (yesterday), you can find it HERE. By the way, to avoid missing any important updates, be sure to sign up for my free newsletter on our home page. Also, follow us on Twitter, Facebook, and of course Seeking Alpha to get all of my real-time alerts. OK, on with the news...   Intermap (ITMSF) released more good news this morning. It strengthened its board and secured additional capital. Yesterday, we discussed our belief that Intermap and Vertex One are working more closely together now. Today's news certainly [...]

By |July 13th, 2016|Categories: News|