tag:blogger.com,1999:blog-754894216207950592.post3837847319321787260..comments2024-03-17T20:17:54.833-07:00Comments on NoNameStocks: Keeping the Faith in BDRLDan Schumhttp://www.blogger.com/profile/05728696891530868697noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-754894216207950592.post-62126970619785442832022-08-22T10:16:46.001-07:002022-08-22T10:16:46.001-07:00thanks here's another new one: https://wehvalu...thanks here's another new one: https://wehvalue.substack.comDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-63894510443533998262022-08-21T01:54:43.882-07:002022-08-21T01:54:43.882-07:00These blogs seem to follow a very similar strategy...These blogs seem to follow a very similar strategy and cover the smallest value stocks. The difference is that they cover Polish (translation required) and international stocks: <br />https://activebalance.substack.com/<br />https://turningroughstones.substack.com/Michuhttps://www.blogger.com/profile/03414971091277943787noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-16834085134533364312022-08-17T08:15:06.889-07:002022-08-17T08:15:06.889-07:00forgot to mention the BDRL "review of strateg...forgot to mention the BDRL "review of strategic alternatives" press release they put out in Mar 2022: https://www.yahoo.com/now/blonder-tongue-announces-review-strategic-154500271.html <br /><br />I don't know what will happen but it's another piece of the pie. They are trying. On the conf call the other day they said a lot of discussions have been had as a result of this announcement, with some still ongoing. who knowsDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-29090068880835593732022-08-11T23:40:36.782-07:002022-08-11T23:40:36.782-07:00I think it is a good stock for 12 cents. But for t...I think it is a good stock for 12 cents. But for the current 19 cents it is rather expensive. MC is slightly higher than book value of 2.4 Mio., they did record an operating loss of 2.96 Mio. in 2021 (and in prior years) and have relatively high debts. The Business is not so exiting and gives rise to little growth imagination. I like the chart. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-9232592744700843332022-08-11T09:18:07.662-07:002022-08-11T09:18:07.662-07:00I don't know that. I suppose you can infer my...I don't know that. I suppose you can infer my feelings based on my portfolio sizing answer aboveDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-6303706759225340292022-08-11T08:57:07.219-07:002022-08-11T08:57:07.219-07:00Whats your estimated chance in percent this invest...Whats your estimated chance in percent this investment turns into a winner? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-9451406575675853182022-08-11T08:49:00.515-07:002022-08-11T08:49:00.515-07:00Well my main valuation here is I think it's wo...Well my main valuation here is I think it's worth more than the current price. Beyond that I will wait and see. It's hard to put a number on something like this since since the outcome is not clear. I think it's either a bankruptcy or a big winDan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-60455320264230909522022-08-11T07:39:59.172-07:002022-08-11T07:39:59.172-07:00Hi, do you do any kinda of value appraisal for thi...Hi, do you do any kinda of value appraisal for this type of investment? Like do you have any valuation for the business?<br /><br />Best Regards,<br /><br />Jorge SáJorge - MDShttps://www.blogger.com/profile/03496472985754565148noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-63475090552917538132022-08-10T15:09:42.595-07:002022-08-10T15:09:42.595-07:00it's a little less than 1% right now. I'd...it's a little less than 1% right now. I'd like more but got impatient and wrote it up and don't have a lot of spare cash. I'm down a lot since as I said I started buying around a dollar so at cost it would be a little more than 2%. <br /><br />You can see my portfolio as of a few months ago here: http://www.nonamestocks.com/2022/04/noname-annual-performance-2021-2022.html Dan Schumhttps://www.blogger.com/profile/05728696891530868697noreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-9915653051106336942022-08-10T13:52:32.739-07:002022-08-10T13:52:32.739-07:00Makes sense as an investment with option-like char...Makes sense as an investment with option-like characteristics. I wonder, given the uncertainties and risk of this situation, what percentage of your whole portfolio have you made it? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-754894216207950592.post-21001932930219106612022-08-10T11:14:44.893-07:002022-08-10T11:14:44.893-07:00Good article. This is exactly the type of stock I...Good article. This is exactly the type of stock I look for as well. Beaten down but the same company before delisting. I have direct experience with this equipment in one of my prior jobs and it's legit in the A/V industry. Hope they can recapture some of that market presence that they had before.Matthttps://www.blogger.com/profile/03041856495857295295noreply@blogger.com