Saturday, December 14, 2013

InvestorsGuru.com 19 Filtered Mid-Day Market Movers Recap

Market Pulse trends and observations last week show that out of our newly added 19 filtered movers, Healthcare was again on top with 7 names added, with a two-way tie for second at 3 names each for Industrials and Mining, followed by a three-way tie at 2 names each for Technology, Energy and Retail stocks. Some of these stocks may have already made their move, while others are still trending and remain on our daily Hot Sheet.

Here's our Dec. 9 - Dec. 13 breakdown:
- 7 Healthcare (Pharma/Thera/BioTech: RNN CRMD CYTR IDRA, Medical Devices/Tests: ECTE MDXG BGMD)
- 3 Industrials/Transportation/Manufacturing (Aerospace: ASTC, Airlines: T.TRZ.B, 3D-Printers: MDDD)
- 3 Mining (Gold/W. Africa: T.TGZ, Graphite/Quebec: V.LLG, Magnesium/Nevada: V.NVM)
- 2 Technology (Software/Financial: T.SUM, Internet Svcs.: V.PCS)
- 2 Energy (O&G/Shale/Americas: KWK V.MVN)
- 2 Retail/Wholesale/Entertainment (Jewelry: ZLC, Cannabis: PHOT)

Organizing stocks in this way is subjective as companies often qualify for more than one sector or sub-sector. Each name is grouped in the most apparent category, to help us and our members get a feel for the small-cap market's pulse of what's moving right now and on our radar going into a new week.

Mid-Day Market Movers focus on above average volume, price action, breakout chart trends and news - posted throughout the day live at the top of InvestorsGuru.com and on our Hot Sheet. Below recaps last week's movers, all prices when posted, week high price Wk-H:, with a brief company description and recent news headlines. Submit any ticker symbol to our Detailed Quote Portal (top-left of all pages) for quotes, java charts, research and news, or to comment/share.

NYSE
(NYSE: ZLC) Zale Corp. $6.55 $10.28 $11.09 $14.56 Wk-H: $14.85
- specialty retailer of diamond and other jewelry products in North America, Q1/14 Results, 12 quarters of positive comparable store sales
(NYSE: KWK) Quicksilver Resources Inc. $2.66 $2.35 $2.99 Wk-H: $3.17
- Texas-based O&G co. focused on shales and coal beds in North America, Conference Presentations; Nov. 18 Reaffirms $350M Borrow Base

NYSE MKT AMEX
(AMEX: RNN) Rexahn Pharmaceuticals Inc. $0.47 $0.58 $0.46 Wk-H: $0.52
- develops oncology therapies, Receives Method Patent for Treatment of Solid Tumor Cancers for Supinoxin TM (RX-5902)
(AMEX: CRMD) CorMedix Inc. $0.80 Wk-H: $0.91
- pharmaceutical co. focused on therapeutics for cardio-renal and infectious disease, First Sales of Neutrolin in the European Union

NASDAQ
(NASDAQ: CYTR) CytRx Corp. $2.80 $2.74 $3.78 Wk-H: $6.79
- biopharm R&D co. specializing in oncology, Reports Highly Statistically Significant Positive Results from its Global Phase 2b Clinical Trial
(NASDAQ: IDRA) Idera Pharmaceuticals Inc. $1.33 $2.45 $3.27 Wk-H: $3.45
- novel way to treat autoimmune and inflammatory diseases targeting specific TLRs, Opens Enrollment for Phase 1/2 Clinical Trial
(NASDAQ: ECTE) Echo Therapeutics Inc. $4.12 $3.02 Wk-H: $3.65
- medical device co. developing a non-invasive, wireless continuous glucose monitoring system, MTIA Strategic Partnership, to get $10M cash
(NASDAQ: ASTC) Astrotech Corp. $0.95 $1.99 Wk-H: $2.19
- a leading provider of commercial aerospace services and products, 1st Detect Awarded U.S. Patent for Novel Mass Spectrometer Design
(NASDAQ: MDXG) MiMedx Group Inc. $7.93 Wk-H: $8.02
- patented regen. biomaterials/bioimplants from human amniotic membrane, Addl. Medicare Reimbursement for EpiFix; Prices $34M Offering
(NASDAQ: BGMD) BG Medicine Inc. $1.40 Wk-H: $1.70
- developer of FDA cleared chronic heart failure blood test, Welcomes Final Determination CMS 2014 Reimbursement for BGM Galectin-3 Test

OTCBB
(OTCBB: PHOT) GrowLife Inc. $0.059 $0.109 Wk-H: $0.12
- focused on legal cannabis, Names Former Microsoft, Yahoo! Exec, Marco Hegyi, as New President, Implementing $40M Capital Infusion
(OTCBB: MDDD) Makism 3D Corp. $1.28 Wk-H: $1.60
- manufacturer of consumer and professional grade 3D printers, Manufacturing Update Aimed at Achieving Near Term Production Goals

TSX (quote T. and ticker symbol)
(TSX: TRZ.B) Transat A.T. Inc. $8.24 $9.90 $13.10 $13.98 Wk-H: $14.70
- one of the world's largest tour co's and Canada's holiday travel leader, Q4/FY-13 best Q4 & summer ever, margin +$100M, profitable year
(TSX: SUM) Solium Capital Inc. $7.35 Wk-H: $7.76
- leading global provider of software-as-a-service for equity administration, financial reporting and compliance, to acquire GlobalSharePlans
(TSX: TGZ) Teranga Gold Corp. $0.58 Wk-H: $0.59
- West Africa focused, to Enter Into Stream Transaction With Franco-Nevada to Acquire Remaining Interest in OJVG & Retire 1/2 of Bank Debt

TSX Venture (quote V. and ticker symbol)
(TSXV: MVN) Madalena Energy Inc. $0.33 $0.42 $0.475 $0.59 Wk-H: $0.68
- O&G co. with shale and other plays in Argentina and Alberta, Closes $0.47/sh. Bought Deal + Full Over-Allotment Exercise for Gross $9.2M
(TSXV: LLG) Mason Graphite Inc. $0.62 Wk-H: $0.62
- 100% owned Lac Guéret graphite property in NE-Quebec, 658% increase in M&I resources to 50M tonnes, incl. 6.7M tonnes grading 32.4% Cg
(TSXV: PCS) Platinum Communications Corp. $0.195 Wk-H: $0.205
- superior quality fixed wireless Internet and Broadband in Alberta, Revenue +25%, Gross Profit +24%, Cash +83%, Net Income +987%
(TSXV: NVM) Nevada Clean Magnesium Inc. $0.09 Wk-H: $0.11
- with ScanMag AS Meets in Norway to Advance Plans for Producing Magnesium Metal for North American and European Industrial Markets

Which Market Pulse sector trends do you expect to see this week?

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Wednesday, December 11, 2013

2014 To Be Uranium's Big Breakout Year; Uranerz Energy Closes US$20M State Bond Loan & Hires New (ex-Cameco US) President - InvestorsGuru.com

Spot U3O8 Is Turning Higher—Uranium Miners May Lead Next Year

Several recent mining reports highlight that investor interest in uranium is noticeably building. This is starting to translate into slightly higher-highs and higher-lows with regular up-ticks that may be signalling U3O8 bottomed back in August at around US$34/lb.. U3O8 is still only $34.75/lb. today, down $1.50/lb. over the past two weeks after three weeks in a row of increases.

Last year we thought uranium put in its bottom at $40/lb. going into Japan's December elections, which resulted in a new pro-nuclear government. The spot price did pop around 15% then, but didn't hold. If $34/lb. holds as U3O8's bottom this time then we were off by only a little; so let's just defer to agreeing with those analysts now expecting 2014 to be Uranium's Big Breakout Year.

Some of this renewed technical interest may be seasonal, in anticipation of spot uranium market trends that tend to move up during the first quarter. Demand is higher early in the year as utilities, governments and other buyers are on new budget cycles. However it is strong fundamentals that have only strengthened in the wake of Fukushima's uranium market fallout that we continue to focus on.

U3O8 demand is driven by nuclear power reactors—as of December 1 this includes 434 operable, 71 under construction, 173 planned and 314 proposed worldwide. There are also thousands of science and medical research reactors, plus hundreds of nuclear powered military vehicles such as submarines and aircraft carriers. More nuclear power reactors are in the works today than even before Fukushima!

Current uranium demand already exceeds mine production, and future supplies have no chance of keeping up unless prices at least double. More anticipated major mine expansions are now on hold due to low prices, from Kazatomprom and ARMZ recently—two of the world's three largest uranium producers. The 20-year U.S./Russian HEU Agreement to down-blend uranium from nuclear warheads into fuel just ended—no longer providing ~24Mlbs. per year that made up most of the U.S.' shortfall.

How did uranium prices get this low if the fundamentals are so strong? Simply because markets can overreact on both the upside and downside. Psychological greed and fear of the unknown move investors to ignore even obvious facts and make rash investment decisions. This NY Times article, Fear vs. Radiation: The Mismatch, discusses nuclear fears that simply don’t match the facts outlined.

Prior to Fukushima uranium mining stocks outperformed, but have been decimated since. I liken this to a pendulum moving far beyond fair value and about to swing back, or to a stretched elastic band that's about to snap back. U3O8 has been prone to price spikes—$10/lb. in 2003 to $137/lb. in 2007.

On top of all these uranium catalysts, Japan's 50 operable nuclear power reactors need to be restarted to lower its $75B/year fuel bill, which has doubled and has caused trade deficits since Fukushima. No nuclear power has also meant more pollution and likely more blackouts during the cold of winter. Pending restarts of 14 reactors were recently submitted to the Japanese Nuclear Regulation Authority.

So has the post Fukushima U3O8 falling knife finally become a safe bet, maybe even a trampoline?

Paul Goranson Joins Uranerz Energy As President & COO

This December and going into the new year reminds me of late 2010 and into 2011 when we first started following (AMEX: URZ)(TSX: URZ) Uranerz Energy. At that time uranium stocks were red hot and URZ was a top performer after a steady flow of key announcements from NI 43-101 U3O8 resource updates, to receiving its Draft Materials License and WDEQ Permit, to financing news.

Uranerz' shares traded then from under $2 to around $6, now $1.13 with a US$97M market cap. After Fukushima's meltdown effects on anything nuclear related, and after a relatively quiet period during URZ' two-year mine construction phase, we look forward to the company's news flow picking up again as it transforms into a producer. This month has seen two URZ news releases already.

On December 2 Uranerz announced that Paul Goranson has joined the company as President, Chief Operating Officer and as a Director. The timing is interesting as this fills an important management position that has been vacant since George Hartman retired in September of last year.

Mr. Goranson has over 25-years of experience in the uranium industry, most recently as President of (TSX: CCO)(NYSE: CCJ) Cameco Corp.'s U.S. subsidiary. He executed the company's Double U growth strategy in the U.S. including production expansion, processing plant refurbishment, and operations executive leadership at various Cameco projects that surround Uranerz' projects.

Prior he was VP of privately held Mestena Uranium in charge of construction, start-up and operation of the Alta Mesa project in south Texas that achieved over 1Mlbs./year production. He also negotiated their long-term supply contracts with nuclear utilities. Prior to this he managed radiation safety, regulatory compliance and licensing with Rio Algom Mining—part of (NYSE: BHP) BHP Billiton.

From URZ' news release, "Uranerz is very pleased to have a person with Mr. Goranson's talent, uranium mining experience and in-depth industry knowledge join our Company" stated Uranerz' Chief Executive Officer, Glenn Catchpole, "He has been involved in all facets of the uranium sector, and we look forward to his input as we initiate production at Nichols Ranch and continue our efforts to grow the Company." For the full new release click the URZ quote link above or visit Uranerz.com .

So Uranerz is nearly finished building its first uranium mine that is located in the prolific Powder River Basin (PRB) of Wyoming. This ISR mine, called Nichols Ranch, is surrounded by various Cameco projects, and Uranerz' uranium will be toll processed at Cameco's nearby Smith Ranch-Highland plant. Now Cameco-US' ex-president is Uranerz' new president. Hmmm!

Uranerz Energy Closes US$20M Wyoming State Bond Loan

While all types of mining companies these days are finding it next to impossible to finance any project without suffering massive share dilution, uranium miners in Wyoming have a huge advantage. Not only does the PRB make Wyoming the USA's largest uranium producing state, the Wyoming Business Council with the Governor's office provides coveted low-cost development loans.

In our October 29 newsletter, Uranium: Ur-Energy Closes US$34M State Bond Loan; Is URZ Next?, we mentioned how (AMEX: URG)(TSX: URE) Ur-Energy's Wyoming state loan may be seen as the government's validation of the viability of Ur's Lost Creek project. This is because, unlike the Feds, Wyoming is careful with its money and continues to run surplus budgets, and to help support local businesses. That's why it can take companies one to two years to nail down one of these loans.

Investors tend to be rewarded after de-risking events like this as shares get bid higher on anticipation of strengths building. Ur has since announced a major mineral resource expansion and last week shipped its first production. If you look at URG's 3-month or 1-year chart you will notice a gradual upward slope—impressive considering how bad the uranium market has been.

We also mentioned that Uranerz Energy was waiting for its US$20M Wyoming state loan, and reasoned that it could close sooner than some might expect. Even though Uranerz applied for its loan around 3-months after Ur applied, we believed URZ' loan could close within just a few weeks because they didn't have to deal with some of the delays Ur had to resolve.

On December 3 Uranerz Energy announced that it received the full US$20M state loan and that it immediately paid off its US$6M short-term loan. URZ' 7-year 5.75% Industrial Development Revenue Bond loan is interest-only for the first year and can be repaid early. Like Ur, Uranerz' low interest loan should be seen as Wyoming's validation of the viability of URZ' Nichols Ranch project, and as a de-risking funding milestone that also lowers costs.

Uranerz now has only $20M in debt with around $16M in cash as they complete construction of their first mine. This appears to be a more flexible position compared to Ur, where we are waiting to see if Ur has to use much of the balance of its US$34M loan, take on more debt, or do an equity raise to pay the millions needed to complete its Shirley Basin purchase.

Uranerz is focused on completing construction and commencing production as soon as possible. On July 25 URZ provided an update that drilling of its first of two Deep Disposal Wells (DDW) was complete and that both DDWs should be ready in five months. So I guess you could say that we're on watch for a news release that URZ got a few DDWs in their Christmas stocking. These wells are required prior to production, then the Nuclear Regulatory Commission (NRC) checks its lists twice to conclude inspections and approvals, and then operations start—best guess is sometime in January.

From the last line of Uranerz' news release, "Uranerz is nearing completion of the construction for its in-situ recovery (ISR) processing facility and installation of the initial production wellfield for ISR operations at its Nichols Ranch ISR Uranium Project located in the Powder River Basin of Wyoming, U.S.A. The Company expects to start the Nichols Ranch operations within the next few months."

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Tuesday, December 10, 2013

InvestorsGuru.com 22 Filtered Mid-Day Market Movers Recap

Market Pulse trends and observations last week show that out of our newly added 22 filtered movers, Healthcare was back on top with 8 stocks, followed by Industrials with 5 names, 4 Technology stocks, 2 each for Mining and Energy, with 1 Retail company. Some of these stocks may have already made their move, while others are still trending and remain on our daily Hot Sheet.

Here's our Dec. 2 - Dec. 6 breakdown:
- 8 Healthcare (Pharma/Thera/BioTech/Food: XOMA ABIO CNAT OCLS NNRX, Medical Devices/Equip./Systems: VSCI INFU ETRM)
- 5 Industrials/Transportation/Manufacturing (Energy Plants: AGX, Steel: MTL, Recycled Plastic: AXIH, Forestry: T.WEF, Alloys: V.IB)
- 4 Technology (Cloud/RFID: WYY BOSC, Fuel Cells: PLUG BLDP)
- 2 Mining (Gold/Ecuador: V.EGX, Cobalt/E. Asia: V.GCO)
- 2 Energy (O&G/Africa/Canada: EGY V.ALX)
- 1 Retail/Wholesale/Entertainment (Apparel: CBK)

Organizing stocks in this way is subjective as companies often qualify for more than one sector or sub-sector. Each name is grouped in the most apparent category, to help us and our members get a feel for the small-cap market's pulse of what's moving right now and on our radar going into a new week.

Mid-Day Market Movers focus on above average volume, price action, breakout chart trends and news - posted throughout the day live at the top of InvestorsGuru.com and on our Hot Sheet. Below recaps last week's movers, all prices when posted, week high price Wk-H:, with a brief company description and recent news headlines. Submit any ticker symbol to our Detailed Quote Portal (top-left of all pages) for quotes, java charts, research and news, or to comment/share.

NYSE
(NYSE: AGX) Argan Inc. $18.00 $24.52 Wk-H: $25.19
- designs and builds energy plants (gas, alternative fuels and renewable wind power) through its Gemma Power Systems, Strong Q3 Earnings
(NYSE: MTL) Mechel OAO $3.17 $2.14 Wk-H: $2.22
- a leading Russian mining/metals co., Agreed Covenant Holidays With VTB Bank; Finalizes Negotiations $1B Synd. Loan Agr. With Intl. Lenders
(NYSE: CBK) Christopher & Banks Corp. $6.96 Wk-H: $7.35
- specialty women's apparel retailer, Results Ended Nov. 2: Same-store sales, Net Sales, Operating and Net Income higher on fewer stores
(NYSE: EGY) Vaalco Energy Inc. $6.59 Wk-H: $6.94
- focused on crude oil in Gabon, Angola and Equatorial Guinea in West Africa, Clearance To Proceed With Drilling Program Offshore Angola

NYSE MKT AMEX
(AMEX: WYY) WidePoint Corp. $0.76 $0.88 $0.95 $1.11 $1.22 Wk-H: $1.28
- secured, cloud-delivered, ent.-wide, info tech. mobility solutions, to Present at Conf. Dec 11; Global Master Services Agr. with Compass Grp.
(AMEX: INFU) InfuSystems Holdings Inc. $1.47 $2.07 Wk-H: $2.30
- a leading provider of infusion pumps and services for the U.S. healthcare industry, Nov 12 Reports Net Profit of $0.03/Share in Q3

NASDAQ
(NASDAQ: PLUG) Plug Power Inc. $0.24 $0.44 $0.64 $1.11 Wk-H: $2.24
- a leader in clean and reliable energy solutions, Hosts Conference Call and Webcast to Present Business Updates
(NASDAQ: BLDP)(TSX: BLD) Ballard Power Systems Inc. $1.36 $1.83 $1.75 Wk-H: $2.03
- provides clean energy fuel cells, Signs MOU with Van Hool for Further Zero Emission Fuel Cell Bus Deployments; Q3 Sales +65%
(NASDAQ: BOSC) B.O.S. Better Online Solutions Ltd. $3.78 $7.54 Wk-H: $10.85
- Israeli provider of RFID and Supply Chain solutions to global enterprises, Q3 Net Profit of $219K and Non-GAAP Net Profit of $415K
(NASDAQ: XOMA) XOMA Corp. $4.07 $5.83 Wk-H: $6.28
- discovers and develops therapeutic antibodies, to Present at the Piper Jaffray Healthcare Conf.; Awarded Key Flexible Manufacturing Patent
(NASDAQ: ABIO) ARCA biopharma Inc. $2.91 $2.03 Wk-H: $2.15
- develops genetically-targeted therapies for cardio-vascular diseases, US FDA Accepts Gencaro IND Application to Treat Atrial Fibrillation
(NASDAQ: ETRM) EnteroMedics Inc. $1.36 $1.95 Wk-H: $2.24
- developer of medical devices using neuroblocking technology to treat obesity, metabolic diseases etc., 18 Month ReCharge Study Results
(NASDAQ: CNAT) Conatus Pharmaceuticals Inc. $7.36 Wk-H: $8.20
- Receives U.S. Orphan Drug Designation for Emricasan for Treatment of Liver Transplant Recipients With Reestablished Fibrosis
(NASDAQ: OCLS) Oculus Innovative Sciences Inc. $5.79 Wk-H: $7.21
- makes prescription and non-prescription products in 27 countries, Receives FDA Clearance for Microcyn Scar Management HydroGel
(NASDAQ: VSCI) Vision-Sciences Inc. $1.29 Wk-H: $1.50
- a leading provider of unique flexible endoscopic products and its EndoSheath technology, Promotes Howard Zauberman to CEO/Pres./BOD

OTCBB
(OTCBB: NNRX) Nutranomics Inc. $1.21 Wk-H: $1.32
- R&D of nutritional food, Appoints MD & PhD Microbiologist Supply Chain Manager; Initial Purchase Order New Testosterone Booster Formula
(OTCBB: AXIH) AXION International Holdings Inc. $0.78 Wk-H: $0.86
- a leader in recycled plastic and composites, subsidiary awarded $42M multi-year contract with one of the largest US thermoplastics co.'s

TSX (quote T. and ticker symbol)
(TSX: WEF) Western Forest Products Inc. (3 posts since $0.38 4/21/10) $1.75 Wk-H: $1.77
- largest coastal B.C. woodland operator and lumber producer, Confirms Record Date on Q4 $0.02 Dividend; $27.6M Adj. EBITDA in Q3

TSX Venture (quote V. and ticker symbol)
(TSXV: EGX) Ecuador Gold and Copper Corp. $0.055 $0.085 $0.115 Wk-H: $0.14
- Condor Project & Santa Barbara Au-Cu porphyry, Files New 43-101 Technical Report, updates Indicated to ~6.4Moz + Inferred ~2.1Moz Gold
(TSXV: GCO) Global Cobalt Corp. $0.16 $0.23 Wk-H: $0.25
- focused on strategic metals in new mining region of Republic of Altai, Warrants Exercise; Shares for Debt; Deploys 3rd Drill Rig to Karakul
(TSXV: ALX) Alexander Energy Ltd. $0.55 Wk-H: $0.63
- Alberta based O&G exploration and development co., Recapitalization Financing and New Management Team
(TSXV: IB) IBC Advanced Alloys Corp. $0.155 Wk-H: $0.22
- makes rare metals (beryllium) based alloys, Working with Lockheed Martin to Qualify Beralcast Alloys for F-35 Lightning II Applications
Which Market Pulse sector trends do you expect to see this week?

Sign-up at InvestorsGuru.com (or blog.InvestorsGuru.com) for our Small Cap Stock Observer newsletter, and to set-up your own My Portfolio, My Watchlist & Alerts and News by Email preferences, or quote to comment at our AnyTicker.com Bulletin Boards. Free!

Please note that nothing in this report should be taken as a recommendation in any way, and that everything from InvestorsGuru.com is subject to the terms of our Privacy Policy and Disclaimer.