I just received a call from Tim Consalvi, CEO of Gateway International Holdings, and he gave me the best news that I have had in quite a while. Gateway Int'l has filed for registration with the SEC!
To review documents or exhibits, see: SEC Form 10-12G
Tim indicated that he expects to receive comments from the SEC on a normal schedule (usually 30 days from filing) and that they will continue to move things forward as quickly as possible. The filing was submitted on May 16, 2008, so I am looking at middle of June as to the SEC comment period.
This is tremendous news for shareholders in Gateway Int'l. I repeat what I have said all along: This is a nice small cap company that continues to plug away at business. It is a bricks and mortar company made up of hardworking Americans who manufacture specialty components for large customers in aerospace, defense, automotive, medical equipment and other sectors.
My hat is off to the management team, Tim Consalvi in particular, for keeping a nose to the grindstone and making their way back. I know the people involved here and know what they have been through. I can tell all of the investors out there that they had to work hard to overcome some of the difficulties that they were presented. I look forward to the day when the company completes its registration and becomes trading again and I know there will be a smile of satisfaction for Tim and his team - one that is well deserved.
My congratulations to the management team at Gateway International Holdings!
DISCLOSURE: I worked with Gateway International Holdings for several years as their Investor Relations consultant. I am a large shareholder of their stock and have a fair amount of stock held by my clients and others throughout my network of relationships. And today is a good day. :)
Thursday, May 29, 2008
Wednesday, May 21, 2008
OTCPK: OPRX (OPTIMIZERx)
OPTIMIZERx (OTCPK: OPRX) is one of the new companies that I have just begun working with and it is indeed an interesting story. This company just began trading publicly this month. The float is VERY tight and insiders control over 70% of the company. I don't expect a high volume of trading due to a $4 stock price and only about a 1.2M shares in the float, but as buyers come in and liquidity improves, I expect that the price will move a bit higher and upon completion of their financial audits and meeting listing criteria, I would think they would seek to move up to NASDAQ.
Basically, OPTIMIZERx, via its website www.optimizerx.com, provides an efficient platform for drug companies to reach potential patients. OPTIMIZERx builds out the virtual marketing and sales platform, Big Pharma pays to advertise, provide offers, discounts, trials, etc. via this platform and patients use the website to find the offers and save money.
In my opinion, a very big "key to success" for this company will be if they can attratct enough visitors to the site and get them to sign up. The internet has become a tool for many people regarding medical care these days and there are several very large networks that may be able to drive traffic. If OPTIMIZERx is able to partner up with some of these networks, in an effort to get a captive audience for their services, they could really do well and their margins would make many other companies envious.
Accelerating the network growth of OPTIMIZERx users is what allows the Company to generate revenues. For the majority of its sales, OPTIMIZERx utilizes the large advertising budget of Big Pharma and sells them space throughout the website and gets paid by the drug companies for patient referals.
The management team is a group of seasoned guys that have been in the industry for a long time. They understand that increasing their network is the primary goal to increasing the amount of users that utilize the service and therefore pay the bills.
There are several television interviews from a series that CBS did on this very subject. You can review them at the newly redesigned First Capital Investor website.
The initial Investor Fact Sheet is available for DOWNLOAD as well. As more material becomes available, I will be expanding the scope of the Investor Fact Sheet, but I wanted to have something up there for initial interest.
Keep an eye on this one, it could get interesting.
DISCLAIMER: First Capital Investors is handling Investor Relations for OPTIMIZERx and has agreed to a 1-year contract for 25,000 restricted shares.
Basically, OPTIMIZERx, via its website www.optimizerx.com, provides an efficient platform for drug companies to reach potential patients. OPTIMIZERx builds out the virtual marketing and sales platform, Big Pharma pays to advertise, provide offers, discounts, trials, etc. via this platform and patients use the website to find the offers and save money.
In my opinion, a very big "key to success" for this company will be if they can attratct enough visitors to the site and get them to sign up. The internet has become a tool for many people regarding medical care these days and there are several very large networks that may be able to drive traffic. If OPTIMIZERx is able to partner up with some of these networks, in an effort to get a captive audience for their services, they could really do well and their margins would make many other companies envious.
Accelerating the network growth of OPTIMIZERx users is what allows the Company to generate revenues. For the majority of its sales, OPTIMIZERx utilizes the large advertising budget of Big Pharma and sells them space throughout the website and gets paid by the drug companies for patient referals.
The management team is a group of seasoned guys that have been in the industry for a long time. They understand that increasing their network is the primary goal to increasing the amount of users that utilize the service and therefore pay the bills.
There are several television interviews from a series that CBS did on this very subject. You can review them at the newly redesigned First Capital Investor website.
The initial Investor Fact Sheet is available for DOWNLOAD as well. As more material becomes available, I will be expanding the scope of the Investor Fact Sheet, but I wanted to have something up there for initial interest.
Keep an eye on this one, it could get interesting.
DISCLAIMER: First Capital Investors is handling Investor Relations for OPTIMIZERx and has agreed to a 1-year contract for 25,000 restricted shares.
Monday, May 19, 2008
New FCI website coming soon!
I will be introducing a newly designed website in the next few days. When the new site goes active, I will be introducing 2 new clients. The site will have a couple of new features, including Live IR, so investors can direct questions to the FCI investor relations team throughout the day. I will try to answer them as best I can, as long as a team member is in front of the computer that runs the software.
I am also going to start putting a few more resources on the site for investors, such as newsletters and additional small cap analysts. If you know of a worthy newsletter or analyst, please have them contact my office to discuss inclusion on the site.
If you have not signed up for FCI News Alerts, send an email to optin2@firstcapitalinvestors.com and put Subscribe in the subject line. (The new site has a quick sign up built into it.) The service is free and I promise you won't be bombarded with daily emails. I personally prepare and send each email out when a client releases news or there is a notable development, so you only get emails from me that are actually of relevance.
Some updates on existing interests that have been discussed on this blog:
CryoPort - Nothing new to report. All indications are that the pilot programs are moving ahead, but they just take time. Word is that FedEx and the labs/biotechs are VERY pleased with the results thus far. I still believe that we probably won't hear anything worth writing home about until a deal is signed. Then, the real catalyst will likely be when we see an outsourced manufacturing program become public. The current facility can produce a few thousand units per month, which CryoPort is already using, but that is not what is going to make this company go to the next level. It will take a big facility to make the number of containers that I expect will be needed in the not to distant future, so that continues to be my focus.
Redux/Naturade - I am hearing that the deal should close by the end of May and that the companies are moving forward with getting all of the transaction details complete. The previously announced 1 for 6 reverse stock split should be implemented at the same time as the name changes and new symbols are issues. I am hopeful to see the final approvals this week so we can all know what the final distribution ratios will be.
Gateway International - Nothing new for the most part, just a time to exercise patience. Spoke with someone who would know and he indicated they are moving ahead and hope to refile a 10SB soon. When this company starts trading again, I am hoping that it will be trading with a trailing profit. It might not be based on "non-cash" items, but from my understanding, they are running at a healthy pace on operations. So even though they are a small cap, they are cash flow positive. The Eran Engineering subsidiary in the Precision Manufacturing Group seems to be accelerating, which should continue to improve operating margins and flow straight to the bottom line.
That's all for now. Stay tuned for the new site.
I am also going to start putting a few more resources on the site for investors, such as newsletters and additional small cap analysts. If you know of a worthy newsletter or analyst, please have them contact my office to discuss inclusion on the site.
If you have not signed up for FCI News Alerts, send an email to optin2@firstcapitalinvestors.com and put Subscribe in the subject line. (The new site has a quick sign up built into it.) The service is free and I promise you won't be bombarded with daily emails. I personally prepare and send each email out when a client releases news or there is a notable development, so you only get emails from me that are actually of relevance.
Some updates on existing interests that have been discussed on this blog:
CryoPort - Nothing new to report. All indications are that the pilot programs are moving ahead, but they just take time. Word is that FedEx and the labs/biotechs are VERY pleased with the results thus far. I still believe that we probably won't hear anything worth writing home about until a deal is signed. Then, the real catalyst will likely be when we see an outsourced manufacturing program become public. The current facility can produce a few thousand units per month, which CryoPort is already using, but that is not what is going to make this company go to the next level. It will take a big facility to make the number of containers that I expect will be needed in the not to distant future, so that continues to be my focus.
Redux/Naturade - I am hearing that the deal should close by the end of May and that the companies are moving forward with getting all of the transaction details complete. The previously announced 1 for 6 reverse stock split should be implemented at the same time as the name changes and new symbols are issues. I am hopeful to see the final approvals this week so we can all know what the final distribution ratios will be.
Gateway International - Nothing new for the most part, just a time to exercise patience. Spoke with someone who would know and he indicated they are moving ahead and hope to refile a 10SB soon. When this company starts trading again, I am hoping that it will be trading with a trailing profit. It might not be based on "non-cash" items, but from my understanding, they are running at a healthy pace on operations. So even though they are a small cap, they are cash flow positive. The Eran Engineering subsidiary in the Precision Manufacturing Group seems to be accelerating, which should continue to improve operating margins and flow straight to the bottom line.
That's all for now. Stay tuned for the new site.
Tuesday, May 6, 2008
Recession or Not, Small Caps Offer Upside
I receive a fair amount of commentary across my desk and computer with the various pundits pounding their chest as to what investment is best, what is the safest, what is defensive, etc. etc. etc.
I was reading a report today sent to me from Advisor Perspectives that back tested the last 4 recessions and how the common safety flight to "big caps" was not quite as effective as it is cracked up to be.
Advisors Perspectives: Questioning the Flight To Safety
This analysis shows that during tough times, some companies will get hurt, some will simply survive and that others will excel. The important aspect though is that on an overall basis, the true winners coming out of recession periods are the small caps that have good management teams who demonstrate the ability to be flexible.
This is exactly the situation that I discussed in the First Capital Investors, Q1 2008 edition of "The Small Cap Investor" when I featured Redux Holdings (OTC: RDXH).
At the present moment, I am unsure of what the final distribution of Naturade shares will be to Redux shareholders once the Redux assets are sold to Naturade, so there is some uncertainty there. However, once the full deal is announced, Redux definitely offers a reasonable option to small cap investors who want a company that maintains diversification, defensive positioning, downside protection, experienced management combined with a stock with upside potential.
Disclaimer: I own a lot of stock in Redux and I handle IR and Capital Markets issues for the Company for compensation. I have owned the vast majority of my shares for several years. The stock does not trade very much and I think the stock is currently "off the radar". Upon completion of the transaction with Naturade, the stock should start to see some attention as there are a number of firms that have indicated an interest, but who are just waiting for the full deal to be announced and close.
Stay tuned.
I was reading a report today sent to me from Advisor Perspectives that back tested the last 4 recessions and how the common safety flight to "big caps" was not quite as effective as it is cracked up to be.
Advisors Perspectives: Questioning the Flight To Safety
This analysis shows that during tough times, some companies will get hurt, some will simply survive and that others will excel. The important aspect though is that on an overall basis, the true winners coming out of recession periods are the small caps that have good management teams who demonstrate the ability to be flexible.
This is exactly the situation that I discussed in the First Capital Investors, Q1 2008 edition of "The Small Cap Investor" when I featured Redux Holdings (OTC: RDXH).
At the present moment, I am unsure of what the final distribution of Naturade shares will be to Redux shareholders once the Redux assets are sold to Naturade, so there is some uncertainty there. However, once the full deal is announced, Redux definitely offers a reasonable option to small cap investors who want a company that maintains diversification, defensive positioning, downside protection, experienced management combined with a stock with upside potential.
Disclaimer: I own a lot of stock in Redux and I handle IR and Capital Markets issues for the Company for compensation. I have owned the vast majority of my shares for several years. The stock does not trade very much and I think the stock is currently "off the radar". Upon completion of the transaction with Naturade, the stock should start to see some attention as there are a number of firms that have indicated an interest, but who are just waiting for the full deal to be announced and close.
Stay tuned.
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