Comments on: Lighting Science Group: Yet Another Overvalued, Overhyped OTC BB Company http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/ It may be cheap, but is it a Goode value? Sun, 16 Oct 2011 22:06:46 -0400 http://wordpress.org/?v=2.8 hourly 1 By: Goode Value Investing & Trading Blog » Ener1: Stock Dilution is Not the Solution to Pollution http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/comment-page-1/#comment-1122 Goode Value Investing & Trading Blog » Ener1: Stock Dilution is Not the Solution to Pollution Wed, 20 May 2009 01:50:31 +0000 http://www.goodevalue.com/2008/02/22/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/#comment-1122 [...] Gelbaum (who have previously invested in some of my favorite companies, such as Octillion and Lighting Science Group). The trust is selling all 5.43 million shares (38 million pre-split shares) it [...] [...] Gelbaum (who have previously invested in some of my favorite companies, such as Octillion and Lighting Science Group). The trust is selling all 5.43 million shares (38 million pre-split shares) it [...]

]]> By: Goode Value Investing Blog » 2008 » May » 14 http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/comment-page-1/#comment-487 Goode Value Investing Blog » 2008 » May » 14 Wed, 14 May 2008 15:03:30 +0000 http://www.goodevalue.com/2008/02/22/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/#comment-487 [...] Gelbaum (who have previously invested in some of my favorite companies, such as Octillion and Lighting Sciences Group). The trust is selling all 5.43 million shares (38 million pre-split shares) it [...] [...] Gelbaum (who have previously invested in some of my favorite companies, such as Octillion and Lighting Sciences Group). The trust is selling all 5.43 million shares (38 million pre-split shares) it [...]

]]> By: Goode Value Investing Blog » When analysts get paid to provide positive opinions http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/comment-page-1/#comment-360 Goode Value Investing Blog » When analysts get paid to provide positive opinions Sat, 22 Mar 2008 02:39:02 +0000 http://www.goodevalue.com/2008/02/22/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/#comment-360 [...] same conflict of interest is often present in the micro-cap world. For example, I have previously criticized Beacon Equity Research for being paid by many microcap companies to cover them. Its reports are [...] [...] same conflict of interest is often present in the micro-cap world. For example, I have previously criticized Beacon Equity Research for being paid by many microcap companies to cover them. Its reports are [...]

]]> By: michael http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/comment-page-1/#comment-344 michael Mon, 25 Feb 2008 17:03:20 +0000 http://www.goodevalue.com/2008/02/22/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/#comment-344 Good point and thank you for correcting me. However, considering that they do not actually manufacture the LEDs I would be even more negative on the company, because they do not have any sort of moat. While the company may become profitable and may become a solid niche player, I continue to doubt that it will live up to its current market cap. Good point and thank you for correcting me. However, considering that they do not actually manufacture the LEDs I would be even more negative on the company, because they do not have any sort of moat. While the company may become profitable and may become a solid niche player, I continue to doubt that it will live up to its current market cap.

]]> By: Kevin http://www.goodevalue.com/2008/02/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/comment-page-1/#comment-343 Kevin Mon, 25 Feb 2008 16:39:12 +0000 http://www.goodevalue.com/2008/02/22/lighting-sciences-group-yet-another-overvalued-overhyped-otc-bb-company/#comment-343 While I agree with your sentiment on the selling of shares more than products, I did want to correct you on their business: they don't make any LED's, they buy them from CREE, OSRAM, Philips, etc, and package them in white or color lighting fixtures, with static or active control. The old lighting science had static white lights (floods and garage), and the old LED Holdings had the color and white active control custom fixtures. In terms of their value, the question is: what share of the general lighting market can Govi capture, and how much revenue is there? I'm guessing that everyone but you is just waiting, since the company has all new management now. While I agree with your sentiment on the selling of shares more than products, I did want to correct you on their business: they don’t make any LED’s, they buy them from CREE, OSRAM, Philips, etc, and package them in white or color lighting fixtures, with static or active control. The old lighting science had static white lights (floods and garage), and the old LED Holdings had the color and white active control custom fixtures.

In terms of their value, the question is: what share of the general lighting market can Govi capture, and how much revenue is there? I’m guessing that everyone but you is just waiting, since the company has all new management now.

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