Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gizwick who wrote (57992)	9/15/2016 10:34:54 AM
From: Elroy	Read Replies (1) \| Respond to of 78744

Is TCPI even trading today? I looked via my TD Ameritrade account, and it says volume is zero.....

To: gizwick who wrote (57992)	9/15/2016 11:10:40 AM
From: bruwin	Read Replies (1) \| Respond to of 78744

"This company is worth more than $1.28 for sure." The company will only be worth that when it is liquidated and IF the Assets on its Balance Sheet can realize $1.28c per share. How sure can one be that the calculation of Book Value is a definite number when it is based, largely, on what anyone believes are the actual or realistic and realisable value of its Assets. I would say that what is far more relevant is how much of that company's top line gets down to its bottom line and thereby arrives into its Balance Sheet, after any dividend payment. Apart from selling available shares to the public, that is really the only way to positively influence a company's Balance Sheet.

To: gizwick who wrote (57992)	9/15/2016 7:49:51 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

Re TCPI - This company has products in an area of growth no matter what the margin Well, the margins matter a lot. The CFL bulbs as well as Halogen lights were nicely profitable. GE lighting, Philips lighting and Osram (used to be owned by Siemens) were very nicely profitable business, even though they were growing slowly. Then the LED's came which are a different technology (solid state) and disrupted a field. Margins tanked, the startups in this field went out of business and this become a low margin business dominated by the Chinese. However, there is a high power laser market, that had evolved that is very technology driven. These high power lasers replace CO2 lasers that have been used for machining (cutting) for example. Osram plays in this as well as several machine tool manufacturers that build their own Led based lasers. That is where money is made nowadays. The Chinese are not strong in this market, at least not yet and it is very different than making low power lighting LED's. I also know for fact that the Chinese are hurting. How I know this? I work in a related field and have been following the industry. That is as much as I want to disclose. You can take my word for it or ignore it.