Author Archives: lichartin

$RVLT updated

I added few more RVLT today, RVLT starting new trend to the upside, I am not saying RVLT will run tomorrow or today but this is where I am going to get involve in RVLT. There is always a risk for everything. This is not for daytrader I am looking for a 6 months to 2 years hold in RVLT if the move to the upside resume.

From the latest financials,

“We built a solid foundation and executed on our business strategy in 2013,” said Robert V. LaPenta, Chairman and Chief Executive Officer, Revolution Lighting Technologies. “We increased revenues, significantly improved our gross margin and made several strategic acquisitions to broaden our product portfolio, expand our distribution network, and strengthen our engineering and management teams.”

LaPenta continued: “We are extremely excited about our recently announced acquisition of Value Lighting Inc., which will allow us to penetrate new markets, including the multifamily residential housing sector where demand for our products continues to grow. As we look forward, Revolution Lighting is well-positioned for the rapid growth of the LED industry that we believe lies ahead.”

Fourth Quarter Business Highlights

  • October 7th: Announced acquisition of portfolio of LED products from CMG Energy Solutions to broaden product portfolio and strengthen distribution network
  • November 18th: Announced acquisition of Tri-State LED, a leading distributor of Revolution Lighting’s Seesmart LED lighting solutions with a significant client base across the Tri-State area that includes municipalities, major school systems, hospitals, convention centers and real estate developers
  • December 10th: Announced that SL Green Realty Corp., New York City’s largest commercial property owner, selected Revolution Lighting’s Seesmart brand LED tube lamps for the second phase retrofit at ten SL Green properties, saving $300,000 annually
  • December 16th: Announced selection by the U.S. Navy’s Military Sealift Command to supply Lewis and Clark class T-AKE dry cargo/ammunition ships with 17,000 Seesmart two and four foot LED tube lamps

The Company’s business pipeline is stronger than ever with Revolution Lighting being selected for several strategic opportunities in recent months, including the following:

  • Down selected on LED lighting retrofit projects for several large nationwide franchise operators with over 6,000 outlets commencing in 2014 with a potential of over $100 million
  • Designated the preferred provider of LED products for New Jersey and select New York State public school systems with the potential of over $30 million
  • Selected to participate in a large multi-use project in a major U.S. city, including hotels, apartments and retail outlets with a potential of $20 million

During the fourth quarter, the Company completed and initiated a number of key projects, including:

  • Completed LED retrofit projects for the Empire Casino in Yonkers, New York and the MGM Casino in Detroit, Michigan
  • Completed the project with U.S. Navy’s Military Sealift Command to supply Lewis and Clark dry cargo/ammunition ships with 17,000 Seesmart two and four foot LED tube lamp; the Company expects follow-on orders throughout 2014
  • Commenced delivery of products for the retrofit of the Connecticut Convention Center, located in Hartford, Connecticut; this 540,000 square foot building is the largest energy reduction project in the state

 

Revolution Lighting started 2014 with a robust pipeline of close to $200 million in actionable opportunities over the next 12 to 18 months. With the benefit of the Value Lighting acquisition announced on March 10, 2014, the Company expects pro forma combined revenue in 2014 to be in the $110 million range with organic revenue growth of over 40%, and Adjusted EBITDA in the 12-15% range.

 

RVLT Weekly ~

 

rvlt

$YOD Multibaggers stock!

$YOD this is my second Biggest holding in my portfolio but I am not done building position in this one yet. The action still very choppy no conviction whatsoever BUT I can see YOD trading in double digit or triple digit.  YOD could drop to as low as 2.5-3 dollars if the selling continue but if that the case i will add a lot more down there. Break above 7.25 will push this one to 10 dollars fast.

Shares outstanding 15.79M

Float                        10.79M

Short Float               6%

YOD is known as NETFLIX in China, China have very strict rules especially come into social media. For example Facebook is not allowed in China, they have their own social media like QQ, they have their own search engine which is Baidu so If YOD play it right this could be huge and of course under 10 dollars is a steal with this kind of outstanding shares and float. YOD have enough cash to operate for a year or 2.

YOD have strong management.

-YOD Chairman Shane McMahon Former Executive Vice president of Global Media at World Wrestling Entertainment

-CEO Weicheng Liu Co-Founder and CEO of Codent Networks Inc., UBQNet, Agtech Media

-President and CFO Marc Urbach served as Finance Manager at The Walt Disney Company

-Chief Technology Officer Kevin Lin served as a principal architect at Huawei’s Silicon Valley Research Labs

YOD just announced that it has signed agreements with Nelvana Enterprises, Sesame Workshop and HiT Entertainment Ltd.  to offer popular children’s titles through its brand new YOU Kids On Demand subscription platform (“YOU Kids”), which will be launched later this year. Additional details will be released closer to the platform’s debut.

C-Media has completed its $19 million investment in Chinese media company YOU on Demand YOD to bring its total investment in the company up to $25 million. Xuesong Song is the co-founder, chairman, CEO and the largest shareholder in C-Media. “We are excited that C-Media has elected to significantly expand their strategic investment in YOU On Demand and fully fund the company for the foreseeable future,” said YOU on Demand Chairman Shane McMahon in a statement. “In addition to providing us with funding to assist our company at this important inflection point in our corporate evolution, we also look forward to continuing to benefit from Mr. Song’s tremendous experience and success doing business in China, as well as C Media’s mobile industry expertise. With C Media’s ongoing support, we will continue YOU On Demand’s mission to provide consumers with the best and highest quality entertainment experiences across a wide array of user-friendly platforms.”

YOD expands relationship with Disney to Offer Movies on Demand via Mobile in China.

With Disney, YOU On Demand will continue its pursuit of expanding its mobile distribution presence in China.  As per the recently announced distribution agreement with Huawei, YOU On Demand will add Disney titles to its current Hollywood line-up via its newly launched mobile application (“App”), YOU Cinema.  The App currently comes preloaded on Huawei Mate smartphones.

Huawei is a leading global information and communications technology (ICT) solutions provider and the third largest global smartphone manufacturer.

Since overtaking the U.S. last year in shipment volume, China’s smartphone market is now the world’s largest.  Shipments are projected to grow 25% in 2014 to 450 million units from approximately 360 million in 2013, according to market research firm IDC.

YOD Chart ~!

yod

 

$RVLT on the way to double digit ~

$RVLT This is my largest holding as of now. I am swinging this one for long term. I believe RVLT is going into to double digit, first lets look at the chart RVLT has been consolidating since July 2013 and last week RVLT finally cracked CnH pattern. I expect a little bit more chop before RVLT make BIG move to the upside.

Outstanding Shares 82.10M

Float                       34.57M

Short Float              21.20% as of Feb 28 2014

Insiders Owned       61.08%

With 21.20% short in RVLT this can easily take RVLT to 10 dollars and also more than half of the shares owned by RVLT insiders.

Recently RVLT just entered a definitive agreement to acquire Value Lighting Inc. and certain affiliates (“Value Lighting”), a leading supplier of lighting solutions to the multifamily residential housing sector and new construction marketplace across the U.S. Value Lighting’s 2013 revenues were approximately $43 million and are expected to be approximately $55 million in 2014.

“This is an exciting and highly complementary acquisition that will allow Revolution Lighting to penetrate new markets, including the fast growing multifamily residential housing sector, and further accelerate our overall growth as a company,” said Robert V. LaPenta, Chairman and Chief Executive Officer of Revolution Lighting Technologies. “Value Lighting’s existing and new build customers are seeking to expand into LED lighting solutions and will provide a new and significant distribution channel for our company.”

“We built a solid foundation and executed on our business strategy in 2013,” said Robert V. LaPenta, Chairman and Chief Executive Officer, Revolution Lighting Technologies. “We increased revenues, significantly improved our gross margin and made several strategic acquisitions to broaden our product portfolio, expand our distribution network, and strengthen our engineering and management teams.”

2014 Revenue & Adjusted EBITDA Outlook

Revolution Lighting started 2014 with a robust pipeline of close to $200 million in actionable opportunities over the next 12 to 18 months. With the benefit of the Value Lighting acquisition announced on March 10, 2014, the Company expects pro forma combined revenue in 2014 to be in the $110 million range with organic revenue growth of over 40%, and Adjusted EBITDA in the 12-15% range. 

RVLT CHART

rvlt weekly

$KNDI Might be the one ~

KNDI I like this one for long term portfolio. I dont have any position in it and I will use this chance to load on the dip since most of chinese stocks got hit today. Thanks to $NQ

Outstanding Shares 36.97M

Float 21.44M

Short Float 17.07%

on September Zhu pointed out that the party which, Electric Vehicle Co., Ltd., Zhejiang Kandi “micro-bus” completion of the project will bring a revolution in the public transportation system, will also benefit from renewable energy, eco-revolution angle of China to accelerate the process of the third industrial revolution make a useful exploration. Meanwhile, the grand vision of the project, advanced design, input intensity, and the project pre-prepared, quick action, worthy of full confidence and support.

KNDI lately got big attention in China they launched micro bus in China, anyone with valid ID or Driver license can rent it and they are building parking garage for EV. But we havent got anything in US, no news no nothing, So a lot of people still doesnt know anything about whats going on with KNDI, once the release a PR this will get a lot more attention and U know how chinese people are, once they got attracted to one thing everybody will follow for example Iphone. news broadcasters promoting use of kandi Evs as public transportation.

This is what Hu Xiaoming Said “This is mainly a public service project, we have gone through years of research and estimates, reach a certain size, you can have profit.”

As early as the first half of this year, Geely and Condi signed the joint venture agreement, and the establishment of Zhejiang Kandi Electric Vehicle Co., Ltd.. Joint venture company with registered capital of 1 billion yuan, the Shanghai Maple Run and Condi car industry has a 50% interest, respectively. Geely chairman Li Shufu, the joint venture will serve as Chairman, President Hu Xiaoming by Condi car industry as chairman.

KNDI

$GOGO multibaggers hold update ~

$GOGO made a strong move to the upside from low 10s to high 10s and now the stock is basing and waiting till the low 10s holders stop selling or taking a profit. As u can see there isnt a lot of people selling at these level, Huge Vol to the upside but no Vol on the way down, I believe volume already dried out, RSI staying near powerzone level. If a lot of people believe this still underpriced, GOGO could run for another 10 or 20 points from here before basing again. This stock dominate 82% of market shares which is Huge and there is no doubt GOGO is the leader in this industry. Its only a matter of time before GOGO start running up again.

gogo

MultiBaggers Play $GOGO Chart

I really like $GOGO and I am very bullish. $GOGO is making initial rally and who knows when is this going to pullback, it might be tomorrow or next week or next month but for sure I know I will keep buying this one pullback. Initial rally has to happen before HUGE rally like $TSLA $YELP $YY $Z $LNKD $NFLX it takes time and if u believe $GOGO has huge potential to the upside. DO NOT put ur stop loss order and buy Protective puts instead. Well yea u spend more money for PROTECTING UR ACCOUNT but it wont stop u out. u can let this one run well that how i play it.

And as u know lately IPOs Plays are REALLY HOT and $GOGO is one of the company with huge catalyst in less than a year! anything could happen. Yes $GOGO might drop back to single digit if it doesnt get approval from FAA or not. Dont try to predict anything in stocks market anything could happen. it could run to 100+ or drop to 1 so pick ur side

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