Here are some of the GeoTeam's new high notes as of today:

Ari Network Services (OOTC:ARIS)

We will start actively tracking ARIS, a company that develops software solutions connecting consumers, dealers, distributors, and manufacturers in selected vertical markets.

Shares hit a new high on May 3, 2013 on news that its division targeting the auto-motive tire industry experienced revenue growth of 25% in March. These revenue gains are being driven by a November 8, 2012 acquisition of one of its leading competitors. We do not know how much of the company’s revenues are derived from the tire segment. However, the company has disclosed that the recent acquisition will double the size of its website business which accounted for 25% of its total revenue pre acquisition but comprise the majority of the company’s overall revenues post acquisition.

ARIS reported 2012 revenues of $22.5 million (similar to revenues in 2010 and 2011). We estimate that the acquisition will allow ARIS to achieve 2013 revenues of $30 million leading to a marketable increase in the company’s quarterly revenue run rate to at least $8 million, which is well above the company’s quarterly run rate of 5 to $5.9 million experienced over the last 3 years.

We also noticed that an investment company filed a 13D disclosing its shares in ARIS and may seek to engage in discussions with other shareholders and/or with management and the board of directors of the Issuer concerning the business, operations or future plans of the Issuer.

Mechanical Tech (OOTC:MKTY)

MKTY shares have risen from $0.18 on March 22, 2013 to its current price of .68 on the heels of a March 21, 2013 press release which contained clues that the company has addressed problems that has hampered revenue growth and the attainment of profitability over the last couple of years specifically, heading into the 2012 4th quarter the company had experienced losses for 6 straight quarters. However, it appears that the company reported 2012 4th quarter EPS of $0.12, albeit it on lower revenues ($2.4 million versus $3.3 million) we are encouraged that the company has been able to achieve profitability at a level where it had previously reported losses. Management commentary insinuates that the positive momentum will continue into 2013. If the company can maintain the level of profitability achieved in its 4th quarter 2012 we believe the stock should easily eclipse $1.00 per share. The company is engaged in the design, manufacture, and sale of test and measurement instruments and systems through its subsidiary MTI Instruments, Inc. MTI Instrument's products use a comprehensive array of technologies to solve complex, real world applications in numerous industries including manufacturing, semiconductor, solar, commercial and military aviation, automotive and data storage.

Hydromer (OOTC:HYDI)

The following comments buried in the HYDI’s December 31, 2012 10Q will lead us to track the story.

"The Company is nearing a return to profitability. Cost management and revenue growth are the key factors and while we did not reach the same revenue levels achieved a year ago, it is certainly within reach. During the past few years, the Company's R&D resources were dedicated to its T-HEXX Animal Health product line as that could yield the quickest revenue return (as compared with the much longer term human medical product line). Some of the recent developments in the T-HEXX product line are being rolled out into the market."

..

To see our full list of new high notes, please visit our blog at http://blog.geoinvesting.com

Hi Paul,

It seems that you perhaps got it at a price that we thought was above our short-term expectations.  In our January 9 email we stated:

GeoBargain Consumer Portfolio Services (NASDAQ:CPSS) -  We first added CPSS to our GeoBargain list on November 12, 2012 at $3.68. We highlighted CPSS in our article “Consumer Portfolio, Our Newest GeoBargain, Shows A Clear Path On How To Profit From Sector Driven Markets”. We are considering selling our remaining shares and plan on removing CPSS from the GeoBargain list.  The stock has exceeded our price targets and is up 70% since first being coded a GeoBargain. We will continue to track the stock and reevaluate the story after the fourth quarter 2012 results are released.

We also made this public on that day here: http://geoinvesting.com/companies/cpss_consumer_portfolio/research/geobargain_notes/0043182

Although the stock continued to rise as an Ex-GeoBargain, eventually eclipsing $10.00 per share, we have not had a chance to fully evaluate the stock's current story (post 4th quarter).

While we can't give out recommendations to buy, sell or hold stocks, we can say that we may continue to monitor CPSS.

You can choose to follow our comment streams on Seeking Alpha if you would like to keep abreast of our ongoing dialogue and feedback on our articles that we publish there concurrently.

Thanks.

Z

The GeoTeam has made a Premium article available on Chuy’s (CHUY).

In the article we discuss factors that led us to conclude that CHUY’s current valuation, partly supported by little liquidity for its stock, does not take into account significant risks, all of which should give current or prospective investors pause.

• Insiders are liquidating most of their stock holdings;
• CHUY boasts a P/E of 49X estimated 2013 EPS despite that fact that it expected to report flat 2013 non-GAAP EPS growth;
• CHUY trades at 25X its EV/EBITDA while its peers trade at 8 to 12X;
• P.F. Chang’s, with better metrics and product offerings, went private in early 2012 at an EV/EBITDA multiple of 8.5X;
• EV/restaurant of $14.4 million is 5X the capex and start-up costs of the average restaurant; and
• CHUY is now a public company that in many ways is still managed as a privately held business. No less than 20 related transactions are disclosed in SEC filings, many of which we feel should have been renegotiated or terminated as part of the IPO (cleansing) process.

Please see our entire report here. (password GEOTEAM)

Or copy and paste http://blog.geoinvesting.com/?p=5783

In keeping with the recent theme of following software related companies, the GeoTeam has begun to track B- Scada (OOTC:MOBS) ($0.20).  We could not help but notice that there will be a software-as-a-service (SaaS) angle intrinsic to the operations of this company.  In looking at B-Scada, we feel that it offers attractive software solutions to customers that want to automate certain aspects of their operations. Despite its small size the company continues to build long-term relationships with blue chip names, has developed a scalable platform, and has a proven management team led by an accomplished CEO.  And of course, we also have to consider the possibility of a company like this possibly being acquired.  We’ve interviewed the company on multiple occasions.

Please see our full commentary here. (password GEOTEAM)

Or paste http://blog.geoinvesting.com/?p=5774

Sincerely,
The GeoTeam

Coding Symbols with the Dollar sign is helpful.

Texas Roadhouse (NASDAQ:TXRH), Brinker International, Inc. (NYSE:EAT), Bravo Brio Restaurant (NASDAQ:BBRG), Bj's Restaurants, Inc. (NASDAQ:BJRI), Ignite Restaurant Group (NASDAQ:IRG), Cheesecake Factory (NASDAQ:CAKE), Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB), Ruby Tuesday, Inc. (NYSE:RT) and Fiesta Restaurant Group (NASDAQ:FRGI)

General Electric Company (NYSE:GE), Microsoft Corporation (NASDAQ:MSFT), Intel Corporation (NASDAQ:INTC), Siemens Ag American Depositary Shares (NYSE:SI), Schneider Electric Sa (NBB:SBGSF)

Rockwell Automation Inc (NYSE:ROK), Citrix Systems, Inc. (NASDAQ:CTXS)

Fiesta Restaurant Group (NASDAQ:FRGI)

Chuys Holdings (NASDAQ:CHUY)

Cloud Star (OTCCB:CLDS)

Over the past few months we have placed increased emphasis on software as a service (SaaS) companies due to the increasing amount of acquisition activity taking place within the industry.  You can reference two of our past articles on companies in the same space, Selectica (NASDAQ:SLTC), Exacttarget (NYSE:ET) and E20 Pen (NASDAQ:EOPN):

• December 24, 2012 article on SLTC: Is Revamped SaaS Company Selectica Ripe for Takeover?
• January 15, 2013 article ET & EOPN: Exacttarget and E2 0pen: Two Intriguing SaaS Plays

In light of our ongoing coverage of SaaS companies, we have now widened our focus to include Responsys (NASDAQ:MKTG). A clue which leads us to believe that MKTG may be telegraphing itself as an acquisition target exists in information disclosed in a  January, 11 20138K (a related press release has not been issued).  We mentioned this fact in our January 16, 2013 Seeking Alpha article and disclosed that we went long MKTG shares to our premium members in a January 14, 2013 email.

Please see full article here. (password GEOTEAM)

Echo Automotive (OTCCB:ECAU) should take some notes.

ECAU behind the curve; ALTe sets the bar.

Video strengthens our short thesis

http://translogic.aolautos.com/2012/05/17/in-detail-alte-plug-in-powertrain-conversion/

In addition to E20 Pen (NASDAQ:EOPN) and Exacttarget (NYSE:ET), the GeoTeam has added Tangoe (NASDAQ:TNGO) to its list of SaaS companies to monitor due to Eloqua (NASDAQ:ELOQ) takeover by Oracle Corporation (NASDAQ:ORCL).

Longwei Petroleum published two 10-minute video clips today in an effort to refute our video evidence of little or no activity at LPH’s Taiyuan plant. It has been eight days now since we first released our report and this is the first substantive, albeit fabricated response LPH could come up with.  Given the long delay in publishing them, we conclude that LPH filmed these video clips sometime after we published our report (on January 3), taking a failed page from Sino Clean Energy’s playbook against Geoinvesting and Alfred Little in 2011.  SCEI was still delisted.

For your review we have uploaded our footage overlapping the time LPH claims they made their videos. What took LPH 8 days to fabricate only took us only a few hours to upload.   As you will see our cameras pick up a good deal of traffic passing by the facility but no trucks ever entering or exiting the facility to fuel, refuting LPH’s fake videos that show tanker trucks entering and exiting the facility (on the right side of their videos).  The trucks in the LPH videos were around long enough for our cameras to have picked up the lights and fueling activity.

• LPH Taiyuan Main Entrance 12-09-2012, 18:30 to 19:00
• LPH Taiyuan Main Entrance 12-11-2012, 19:45 to 20:15

Furthermore, note the almost total blackness behind the retail gas station in our videos.  As you can see by the bright headlights on the passing vehicles and the lights in the ceiling of the retail gas station, our cameras would easily detect the light from tanker truck headlights fueling, weighing and circling around behind the retail gas station.

LPH today took another failed attempt to perpetuate, rather than to admit to its fraud. 

Please tune in tonight for nationally televised segments featuring investigations performed by GeoInvesting, airing on ABC’s World News Tonight at 6:30 pm EST and Nightline at 12:30 am EST.  Also see reports on ABC’s website under investigative research already available online at www.abcnews.go.com .

Navidea Biopharmaceuticals (NAVB) is one of the most attractive short opportunities we have seen in some time. The company resubmitted its long-awaited drug candidate, Lymphoseek, to the FDA on October 31, 2012.  Any “emotional” pop in NAVB’s share price that arises from the approval of Lymphoseek would likely more than retrace since at best, we calculate the company to be worth $1.66 or about 40% downside from today’s levels and more realistically $0.68 or less, greater than 70% downside from today’s levels, assuming our most likely scenario and even some generous assumptions.

Please see entire report here, complete with valuations (password GEOTEAM)

Perion Network (NASDAQ:PERI)  is our newest GeoBargain for which we have completed our GeoNugget. Password is PERION, all caps.

The company has completed its accretive acquisition of SweetPacks and expects to exceed previously announced full year 2013 guidance. 

Investors who want to buy an undervalued profitable company that benefits from the social media sizzle should consider PERI, a company that targets niche markets in the social media space. The company has a solid history of consistently growing its business, seeing its revenues rise from $1 million in 2001 to an estimated $57 million in 2012.

Please see our full GeoNugget on our blog. Password PERION, all caps.

Thanks!

Our September 21, 2012 exposé on Ld Holdings (LDHL) showed that CEO John Ayling was unsuccessful in his attempt to build a formidable swimming pool manufacturing company from 2004 to 2008. Now his goals are to develop a chain of diners, acquire revenue generating companies and help other companies raise money. If the success of these ventures were to be measured in the attainment of goals set by Ayling himself, then it is our opinion that these endeavors have failed or are failing.

While we see nothing wrong with the pursuit of the American dream, we could not ignore what we viewed as red flags in the company’s approach to communicate its “legitimacy”. Unrealistic acquisition goals, underachievement of business objectives, the loss of an Investment Advisory License of a company owned by the company’s CEO and the unfounded and unrelenting use of buzz words to attract investors led us to believe that the only thing that LDHL has really been successful with is misleading investors into thinking that there is some sort of future for the company.

Even if some investors want to view LDHL as a legitimate company, its relationship with a certain character almost ensures that it will lose the needed credibility to raise the much needed capital to execute its current business plan.

Please read our full follow-up here.

http://www.geoinvesting.com/companies/duediligence/ld_holdings_draws_more_scrutiny_as_a_company_promoter_gets_indicted_by_grand_jury.aspx

Please see our latest report on Ld Holdings (LDHL). We believe that the LDHL story, commandeered by CEO John Ayling, is based on a pipe dream with a business plan that embodies similar “pie in the sky” characteristics to LDHL's prior business plan, also put in motion by Ayling, under the name Leisure Direct and a different ticker symbol, LDTI.

See our report here. (http://geoinvesting.com/companies/duediligence/dont_get_dunked_in_the_ld_holdings_pool_of_hype.aspx)

Investors who were long Audience (NASDAQ:ADNC) and ignored or were unaware of the "boiler plate" risk factors in ADNC filings just saw their investment get demolished in the September 7, 2012 trading session. The stock fell $11.96 or 63.4% to close at $6.90 when it announced that AAPL would no longer use its processor in its next generation phones.

Rating downgrades before the morning bell by some "respected" analysts only added fuel to the fire. But we believe this fire is far from being tamed and the stock will continue to trade lower.

Please see our full article.

(http://geoinvesting.com/companies/duediligence/audience_losing_its_audience.aspx)

The Alfred Little report on Silvercorp Metals Inc (NYSE:SVM) starts...

"In today’s report I dig beneath the headlines to point out the recent reversal of fortune of Silvercorp Metals’ (NYSE: SVM) key SGX mine that accounted for 74% of SVM’s total production the last three years. SVM has done its best to mask the abrupt decline in the SGX mine from investors. Nevertheless, it is now clear that the SGX mine has much lower silver resource estimates than SVM previously disclosed and much lower grades of ore recently produced."

http://labemp.wordpress.com/2012/08/24/silvercorp-reluctantly-discloses-significantly-lower-resources-and-grades-for-its-key-sgx-mine/

Recently, Geo contributor 'Infitalias' brought CHMR to the GeoTeam's attention as a potential Pump and Dump play.  Through further due diligence on his part, he has made available audio of Mr. Rolando Galindo, head of Investor Relations at Pemex, indicating that he is not aware of any contract between CHMR and Pemex.  Mr. Galindo further comments that he is disturbed by the promotional activities of CHMR and the company's use of Pemex's name in those activities.

http://www.youtube.com/watch?v=bTQdk0kX4rc&feature=youtu.be

The GeoTeam invites you to view a research report on Quest Water Global (OTC BB:QWTR) that has been published on GeoInvesting by a Third Party.

Here is an excerpt...

"What is it about Vancouver that spawns a disproportionate amount of OTCBB listed companies engaged in promotional campaigns? Year after year our friends up north lead the way in exporting blatant scams upon the US retail investor using the means and instruments of the US communications networks as well as our postal service."

Please go here for entire report.  (http://www.geoinvesting.com/companies/duediligence/a_halted_OTCBB_from_vancouver_preys_on_US_investors.aspx)

Biotechnology (sometimes shortened to "biotech") is the use of living systems and organisms to develop or make useful products, and it is usually seen in agriculture, food production and medicine production. Modern use of similar terms includes genetic engineering as well as cell and tissue culture technologies. The concept encompasses a wide range of procedures (and history) for modifying living organisms according to human purposes — going back to domestication of animals, cultivation of plants, and "improvements" to these through breeding programs that employ artificial selection and hybridization. By comparison to biotechnology, bioengineering is generally thought of as a related field with its emphasis more on higher systems approaches (not necessarily altering or using biological materials directly) for interfacing with and utilizing living things. The United Nations Convention on Biological Diversity defines biotechnology as:

"Any technological application that uses biological systems, living organisms, or derivatives thereof, to make or modify products or processes for specific use."

In other terms: "Application of scientific and technical advances in life science to develop commercial products" is biotechnology. Biotechnology draws on the pure biological sciences (genetics, microbiology, animal cell culture, molecular biology, biochemistry, embryology, cell biology) and in many instances it is also dependent on knowledge and methods from outside the sphere of biology (chemical engineering, bioprocess engineering, information technology, biorobotics). Conversely, modern biological sciences (including even concepts such as molecular ecology) are intimately entwined and dependent on the methods developed through biotechnology and what is commonly thought of as the life sciences industry.

Source: wikipedia

On June 25, 2012, we alerted our Premium members that we were taking a short position in Organovo Holdings (OOTC:ONVO) shares.

Look Out Below

Since February 28, 2012 ONVO has skyrocketed, reaching a high of $10.90 on June 18, 2012.  We see little fundamental reason to explain why the stock has made such an aggressive move.  But we believe that shares could get destroyed once an S-1 filed on June 13, 2012 goes effective.  This will allow investors who bought shares on the cheap at $1.00 per share in three private placements (see pg. 13 of the S-1) that took place in February and March of 2012 to begin liquidating their positions. As we will soon discuss, the amount of ONVO shares that could hit the market is massive compared to its current outstanding share count.

Please see full update here.

Please see our full report on GWBU, a company we suspected was about to fall of the proverbial 'cliff'.  This is a follow up to our original alert sent out June 18, 2012 warning of the impending dump. We hope you enjoy the read.

See Full report here.

(http://www.geoinvesting.com/companies/duediligence/great_wall_builders_pump_and_dump_triple_vision.aspx)

Here we go again!  Great Wall Builders (GWBU) (current price $1.69) has gleaned quite a bit of penny stock investor attention of late.  The reason for this alert is to let you know that we are on the verge of putting out an unbelievable exposé on the company that will make you wonder exactly how a GWBU can get away with so much.  In light of a June 12, 2012 article just posted by Canada.com stating how provincial commissions in Canada are following suit to crack down on Pump and Dumps, we know it is only a matter of time before these efforts spread.   Seeking Alpha articles published by Isaac Silderbmann on May 21, 2012 and May 22, 2012 also made us realize that we are not the only outfit that has concluded that GWBU is another pump and dump story ready to fall apart.   

On April 26th 2012 we added GWBU to our speculative screen (p/w GEOTEAM) at $0.44:

The company just acquired all of the assets of a company that is attempting to commercialize its environmental friendly automotive aftermarket device. The stock has a sex appeal of a pump and dump like SEFE and a share structure of a pump and dump like SNPK. We will watch the stock closely for promotional campaigns.

Since then the stock has aggressively pumped, reaching a recent high of $1.95. Although the company may have one more pump move left due to the record amount of promotional money spent on this name, we think a massive dump is soon on the way.

We have never before seen a scenario such as the one you will read about - one in which the same story was previously pumped at least twice undertwo different shell companies. Not only are the descriptions similar among GWBU and its deceased “twin”, but the type of pump content in past press releases is essentially the same.  These releases include contracts, break through developments and independent research reports with lofty price targets.

Just as in the Raystream (RAYS) report where we dissected all of the individuals involved with a crooked scheme to bilk investors out of their hard-earned money, we also found a similar pattern of usual suspects whose dealings amount to no more than charades to line their own pockets.  GWBU leads one of the more brazen charges to pump and pump away, creating a story that has glimmers of legitimacy and spending millions of dollars on stock promotions.

Will the stock ultimately dump? We certainly think so, and we plan on being there when it does.  Stay tuned!

Disclosure: The GeoTeam is actively looking to short GWBU, but we have not yet found any shares to borrow.