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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (25485)12/7/2006 2:39:55 PM
From: Paul Senior  Respond to of 78715
 
OPMR. I agree. I'll take a few shares for an exploratory position.



To: Spekulatius who wrote (25485)12/12/2006 10:55:00 PM
From: Spekulatius  Respond to of 78715
 
More liquidations : NTGR, FLWS (sale of 1/2 position) and WST. Bought a starter in MSN (Timba's pick). Sit back and relax for the remainder of the year. 40% cash right now.



To: Spekulatius who wrote (25485)11/2/2007 11:59:59 AM
From: Paul Senior  Read Replies (1) | Respond to of 78715
 
OPMR: I'll up my position in a little today near lows.

yahoo.brand.edgar-online.com

It's a cash-in-search of a business play. They are moving away from credit/cash processing into robotic toys. Who knows if they've got expertise in the competitive toy business. (The target company has been profitable past two years though.)

yahoo.brand.edgar-online.com

Roughly, looks like OPMR may still have a dollar or more in cash (per share) and no ltd after deal is done. Enough to give them some opportunities to grow their new business.

Aside: I note cautionary post here by anializer about possible disconnect between management interests and stockholders' interest.

I'm betting a few shares only.