We’ve been tracking our performance using Tickerspy. You can see our up-to-date portfolio and performance here (You’ll need to set up an account with Tickerspy, which is free). We’re providing the link to the Tickerspy account so that you don’t need to wait for our quarterly report to see how the Greenbackd Portfolio is performing. [...]
Archive for the ‘Greenbackd Portfolio’ Category
Tracking our portfolio performance with Tickerspy
Posted in Greenbackd Portfolio, Liquidation Value, Stocks, tagged Activist investment, Greenbackd, Liquidating Value on April 10, 2009 | 3 Comments »
List of activist investments for February
Posted in Activist Investors, Ditech Networks Inc (NASDAQ:DITC), Greenbackd Portfolio, Lamassu Holdings LLC, Stocks, tagged Activist investment, Ditech Networks Inc (NASDAQ:DITC), Lamassu Holdings LLC on March 10, 2009 | Leave a Comment »
The Official Activist Investing Blog has published its list of activist investments for February (links are to the relevant post archive): Ticker Company Investor AANB Abigail Adams National Bancorp P.S. D’Iberville Limited Partnership ABVA Alliance Bankshares Frank Williams ADLS Advanced Life Sciences Holdings Groundworks of Palm Beach County AHNA.PK ATC Healthcare Inc Roaring Fork Capital [...]
Digirad Corporation (NASDAQ:DRAD)
Posted in Digirad Corporation (NASDAQ:DRAD), Greenbackd Portfolio, Net Net Stocks, Stocks, tagged Digirad Corporation (NASDAQ:DRAD), Liquidating Value on March 9, 2009 | 5 Comments »
Digirad Corporation (NASDAQ:DRAD) is a tiny undervalued asset play with a plan to sell assets and buy back its stock. At its $0.88 close on Friday, the company has a market capitalization of $16.7M. We estimate the liquidation value to be around 76% higher at $29.3M or $1.55 per share. The company’s net cash value [...]
Changes to Greenbackd.com
Posted in About, Greenbackd, Greenbackd Portfolio, tagged Greenbackd on March 5, 2009 | Leave a Comment »
Regular readers of Greenbackd will note a few changes to the website. As we foreshadowed in our earlier post, Greenbackd Portfolio Q1 performance and update, we’ve amalgamated the old Contact us and Tips pages into a single Contact us / Tips page. We’ve also added a permanent Portfolio page, which contains our current holdings and [...]
Amtech Systems Inc (NASDAQ:ASYS)
Posted in Activist Investors, Amtech Systems Inc (NASDAQ:ASYS), Greenbackd Portfolio, Net Net Stocks, Richard L. Scott, Stocks, tagged Amtech Systems Inc (NASDAQ:ASYS), Liquidating Value, Richard L. Scott on March 5, 2009 | 7 Comments »
Amtech Systems Inc (NASDAQ:ASYS) is a new addition to the Greenbackd Portfolio. At its $2.78 closing price yesterday, the company has a market capitalization of $25.3M. We estimate the liquidation value to be almost 60% higher at $40M or $4.40 per share. A private investor, Mr. Richard L. Scott, disclosed a 7.0% holding in July [...]
OrthoLogic Corporation (NASDAQ:CAPS)
Posted in Activist Investors, Biotechnology Value Fund, Greenbackd Portfolio, Net Cash Stocks, OrthoLogic Corporation (NASDAQ:CAPS), tagged Biotechnology Value Fund, Net Cash Stock, OrthoLogic Corporation (NASDAQ:CAPS) on February 27, 2009 | 2 Comments »
OrthoLogic Corporation (NASDAQ:CAPS) is a little unusual for us. While it trades below its net cash value and Biotechnology Value Fund (BVF) has disclosed a 13.42% holding, BVF’s holding is passive. At CAPS’s $0.60 close yesterday it has a market capitalization of $24.4M. We estimate the net cash value to be 80% higher at $1.08 [...]
BVF extends AVGN tender offer to March 6
Posted in Activist Investors, Avigen (NASDAQ:AVGN), Biotechnology Value Fund, Greenbackd Portfolio, Net Cash Stocks, Stocks, tagged Activist investment, Avigen Inc (NASDAQ:AVGN), Biotechnology Value Fund, Liquidating Value, Net Cash Stock on February 25, 2009 | Leave a Comment »
Biotechnology Value Fund (BVF) has extended its tender offer for the outstanding shares of Avigen Inc (Nasdaq: AVGN). We’ve been following AVGN (see archived posts here) because it’s a net cash stock (i.e. it’s trading at less than the value of its cash after deducting all liabilities) and specialist biotechnology activist fund BVF has been [...]
Network Engines Inc (NASDAQ:NENG) December 10Q
Posted in Activist Investors, Greenbackd Portfolio, Net Net Stocks, Network Engines Inc (NASDAQ:NENG), Stocks, Trinad Management, tagged Net Current Asset Value, Net Net Stock, Network Engines Inc (NASDAQ:NENG) on February 19, 2009 | Leave a Comment »
Network Engines Inc (NASDAQ:NENG) has released its results for the quarter to December 31, 2008. We’ve adjusted our valuation down 7% from $25.5m or $0.59 per share to $23.8M or $0.55 per share. With the stock price at $0.51, we’re going to maintain our position for now, but we’re mindful that NENG is a perennial [...]
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