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It will now be decided with Q4 sales results. Will Peter be a hero or zero in the eyes of the market? Won’t be long..
Well, if there was a deal on the table, it would have been announced at JPM conference. Resume your normal dialogue…
The JP Morgan Healthcare Conference has come to a close, ending a week-long event of company presentations and M&A announcements.
I-Man makes another huge investment mistake.
Just for informational purposes:
Aurinia Pharmaceuticals drops amid silence on M&A after conference presentations https://seekingalpha.com/news/3788016-aurinia-pharmaceuticals-drops-amid-silence-on-ma-after-conference-presentations?source=copyToPasteboard
$3.00 earnings for 2022 makes it approx PE of 10. Undervalued to market multiple.
Raises earnings guidance for 2022… Essentially now $3.00 per share!
Albertsons beats by $0.20, beats on revs; raises FY22 EPS above consensus
Reports Q3 (Nov) earnings of $0.79 per share, $0.20 better than the S&P Capital IQ Consensus of $0.59; revenues rose 8.6% year/year to $16.73 bln vs the $16.04 bln S&P Capital IQ Consensus.
Co issues upside guidance for FY22, sees EPS of $2.90-2.95 vs. $2.62 S&P Capital IQ Consensus (previously $2.50 to $2.60 per share).
Identical sales in fiscal 2021 in the range of (0.8%) to (1.2%) (previously (2.5%) to (3.5%)), representing two-year stacked growth of 15.7% to 16.1% (previously 13.4% to 14.4%).
Albertsons Companies EPS beats by $0.26, beats on revenue; updates full year guidance https://seekingalpha.com/news/3787000-albertsons-companies-eps-beats-by-026-beats-on-revenue-updates-full-year-guidance?source=copyToPasteboard
Albertsons Companies EPS beats by $0.26, beats on revenue; updates full year guidance https://seekingalpha.com/news/3787000-albertsons-companies-eps-beats-by-026-beats-on-revenue-updates-full-year-guidance?source=copyToPasteboard
Oops, sorry about that. I should have checked it before posting…
Insiders are not buying AUPH stock. BUT, look at the recent purchase of KZR stock by the President and CEO, AND CSO of KZR. Holy mackerel! What do they know?.
https://stocktwits.com/Newsfilter/message/424740626
Oil: here we go- This will not end well for consumers…
UK's Labour Party calls for windfall tax on North Sea fossil fuel producers
https://seekingalpha.com/news/3786574-uks-labour-party-calls-for-windfall-tax-on-north-sea-fossil-fuel-producers?source=copyToPasteboard
$AMRN preliminary FY'21 revenue $580M vs consensus $596M
— Bio Stocks™ (@BioStocks) January 10, 2022
Not providing 2022 revenue guidance
Seems surreal..
$AMRN Drastic Destruction pic.twitter.com/3sXNFUlMKo
— Billy Ocean (@BillyOcean4532) January 5, 2022
Movement
China is now the world's largest LNG importer:
China is now the world's largest LNG importer. The country has always paid more for LNG than for pipeline gas, but the delta grew to new heights in 2021, driven by spot LNG purchases. By November, prices for LNG were almost 3x higher than for pipeline gas. Being #1 is expensive. pic.twitter.com/IFwD3axK8p
— Nikos Tsafos (@ntsafos) January 5, 2022
Following the script of the rise and fall of the Roman Empire.
Or, do what I did. Move to Florida. 8^)
If I wasn’t such an optimist, I would say that intellectually, and financially, we are doomed:
STEM PhDs in China is projected to be twice as many as in the USA by 2025. The gap would be wider without the foreign students. pic.twitter.com/KhzuqHmvHx
— RationalInvestor (@Orangeman1992) January 4, 2022
Retiring 11% of the outstanding shares of such a large pharmaceutical company is quite the vote of confidence by management!
Happy, healthy, safe New Year to you all, and yours in 2022. May the Q4 sales exceed your wildest imagination..
Energy’s Holy Grail… If it can be commercialize....
https://news.cgtn.com/news/2021-12-31/China-s-artificial-sun-smashes-1000-second-fusion-world-record-16rlFJZzHqM/index.html
LNG stocks- No stocks mentioned. More of a view from 10,000 ft
Follow this guy for understanding the dynamics of LNG: It is really changing..
Jumping the gun a bit, but the initial data for 2021 show some super interesting dynamics in the #LNG market. Some of my favorite data points. 👇
— Nikos Tsafos (@ntsafos) December 30, 2021
(Data from @Kpler)
I doubt locking and detaining a person in a vehicle without their permission will ever see the light of day…
I’m holding off as well on electric. The last two vehicles I’ve owned I’ve maintained pristinely and just had to replace tires, batteries, oil, and lubrication. Zero mechanical replacement. I’m worried that they are building this new mode of transportation but no one will come. I’m holding on to my V8 ICE vehicle as a usable investment.
This dashed my desire to purchase a Tesla. $22,000 battery replacement cost:
https://electrek.co/2021/12/23/tesla-owner-blows-up-model-s-dynamite-battery-replacement/amp/
This dashed my desire to purchase a Tesla. $22,000 battery replacement cost:
https://electrek.co/2021/12/23/tesla-owner-blows-up-model-s-dynamite-battery-replacement/amp/
Bubble licious..
Two minutes to change out an EV battery in China via robot:
My taxi in Hebei ski country just pulled off for two-minute battery change by robot. A fresh battery lasts 150km in winter, says driver. He pays 45yuan ($7) for a fresh battery. Impressive system, all the more for being totally workaday, not exotic. Future here now for China EVs.
My taxi in Hebei ski country just pulled off for two-minute battery change by robot. A fresh battery lasts 150km in winter, says driver. He pays 45yuan ($7) for a fresh battery. Impressive system, all the more for being totally workaday, not exotic. Future here now for China EVs. pic.twitter.com/l8DkUtW2pA
— David Rennie 任大伟 (@DSORennie) December 22, 2021
Where is the slope of hope? I was thinking we were close. Becoming generic is the only hope.
https://stocktwits.com/James_Bond/message/419726968
It should. For their own good…..
Dew, it is the magnitude of the market share, 87%…
Top countries with Plug in Electric Vehicles Market Share 2013-2021. Norway the leader with a remarkable 82.7%!
https://www.reddit.com/r/dataisbeautiful/comments/rhq9p2/oc_top_countries_by_plugin_electric_vehicles/?utm_source=share&utm_medium=ios_app&utm_name=iossmf
This can’t go on much longer..
KiWi, you have highlighted a key observation, thank you..
Some medical term humor for Aurinia shareholders:
The nephrology fellowship interview pic.twitter.com/M9OS6Nwu4H
— Dr. Glaucomflecken (@DGlaucomflecken) December 11, 2021
Example of the steely analytical skills of one of our posters:
“Wednesday, 09/17/14 06:18:42 PM
Re: DonShimoda post# 53718 0
Post # of 80490
With all due respect Mr. Shimoda, your take is music to the ears of the few here but I'd rather wait for the announcement of the Nmole, Japan P, PRAC decision, ESMO and ASH before I even consider anything. To me ariad will be fine without Denner but then again I said it's only my opinion which really doesn't count for anything. You maybe right though. And I could say that to myself too that I could be right too as I have confidence in HB more than anybody combined. And to your suggestion that Denner publicly rejects HB, my guess is it will not happen but then again it's just my take. Also, my suggestion if investors are not happy, they can always invest their money elsewhere, after all it's their money...jmo. “
I