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not much left under 25 eyeing HOY
thinking 24 to 26 by end of next week here
I ask because I see a lot of CBOE marks on L2 trades..
yup. question. CBOE has to buy shares of EHTH to cover potential expiry right? I've got 200 June ITM calls....who delivers to me if I keep them?
cool man I clued in steve halper at Cantor today...he appreciated my "notes" lol
read the ehth board, I am spot on, called a record commission increase which indeed has been released...thing is, its released to the companies first before the public! it hasn't it the public yet!
the increase is twice what I was expecting and will immediately add $5M to their net income, or about $75M in value or $4.00 per share.
With that said, market learning that commission on ehth Medicare is likely to keep rising as the rate is set by the cost of care model...bottom line, I expect a pop of 4 to 6 bucks next 1 to 2 weeks
lets see if any idiots sell for less than 30 today
record commission increase news 5.8% on Medicare Advantage, adds $5M to 2018 EBITA which is now $30M. However, EHTH has a constraint applied to is Medicare Advantage of 7%, which is ridiculous. So its more like $35M EBITA 2018...
https://www.psmbrokerage.com/blog/medicare-advantage-contract-year-2019-agent-and-broker-compensation-rate-adjustments
Likely a record year over year commission increase to be announced Thursday or Friday. Med advantage and drug plans up 3% my bet....which gives about $4m added to the 2018 net here. Or a 3.00 per share boost. But, figure future commission expansions...likely a 4.00 to 5.00 boost.
dude wonder what the squeeze trigger price is on EHTH..cannot believe I had 100 May 20 calls that expired empty last Friday I waited on all year and now in the money.
conviction from me here lets see what is what....I've got mid 30s on it..analysts are 22 to 30
rest assured, Hudson execs will throw NBC under the bus in a plea to avoid jail time on racketeering
I do not seems like a value play and those can move fast....
this rampant collusion
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=140841856
Nbc Collusion is what makes it .50 here
HUDSON gonna have to merge its ultra successful business into CMGO to settle IMO
I find a lack of analyst and even EHTH board lack knowledge on the issue...
this market going to make ASCM cover into the teens
correct....that is the way this is headed. Hudson is at about $5M to $7M net per year...will trade at .25 as CMGO with 450 O/S, but of course they can buy shares back...
jim, been right more often than not on EHTH. On May 31 CMS will announce its 2019 Medicare commission rates. Its been going up by about 3% annually for 3 years. My guess is another 3% raise announced. When that happens its an instant add of about $4M to the bottom line of EHTH. Should be good for about a $3.00 pop with O/S 19M. June 22.50 calls...go get them my opinion I currently have 67 of them....
true settlement here may involve Hudson merging into CMGO...got my feelers o ut..
defendants continue to load...they need .25 likely to break even IMO
Think about a market makers job? God awful lol
Acsm same class as defendants lol losing
That's right. They have a cubical worker here now. Losing....
Lots of unexpected buying here....defendants ought to own shares and are likely buying. All big money at play and to be orally revealed 5.31
Lol not what the law says...
Well they often lose and cover which is happening here...look for multiple spikes
folks this is ASCM lol, they have a cubical where a MM micromanages positions....look for a major spike.......they jump on stocks that have risen without any knowledge...last 2 plays I was in with these guys up 70x and 15x due to their cover!
Condolences. This tells us why this is going much much higher. It takes a special breed of fraudsters to wreck value of those around them with utter disregard. They tricked themselves into thinking they were correct but clearly have to pay. They work for cmgo now paying any and all set by the law that throws its book at them. All past and future profits of theirs flow here...hitting 50m to 100m here
was just checking this and that out....defendants do NBCU upfront EVERY year.....so, defendants have plenty of profits to pay with. This event alone pays $3M profit per year...probably a $5M per year profit company....can get $50M out of them reasonable unless they have invested some profits and have $50M+ sitting somewhere.
"The size of the business diversions was enormous," states the lawsuit. "It is the largest such event of the year and, generally, the most important one in that industry. NBCUniversal’s Upfront was held at the Jacob K. Javits Convention Center in New York, on May 11, 2015."
According to the plaintiff, NBC's 2015 Upfront budget was $16.53 million.
"Subtracting costs for the venue and union labor paid for by NBCUniversal (which the Budget indicates), at a minimum, the total cost HudsonGray charged for this NBC event is $14,530,000.00," continues the lawsuit. "The industry standard margin for event planners is twenty percent – in other words, HudsonGray and the Hudson Defendants will arrogate to themselves almost $3,000,000.00 profit from this one job alone."
what is up with a Andrews??
ORAL ORDER: Oral argument on the Renewed Motion to Stay Pending Resolution of Inter Partes Review (D.I.242 ) is now set for 6/13/2018, at 11:30 AM in Courtroom 6A before Judge Richard G. Andrews. Each side is allocated 15 minutes of presentation time. Ordered by Judge Richard G. Andrews on 5/21/2018. (nms)
Big Medicare commission raise next week is very likely always announced around June 1. 3% raise would add about $4M to the bottom line of 2018, and of course if raises keep coming a lot more than that....
http://blog.ritterim.com/2017/05/31/maximum-broker-commissions-for-medicare-advantage-ma-and-medicare-part-d-pdp-for-2018/
Defendants now admitting damages, they question only HOW MUCH! notice how they could have said eliminate damages, but they did not. Defendants suggest moving on with only the VALIDATED claims...
In this case, the broadest claims have been invalidated, giving rise to noninfringing
alternatives, and greatly impacting damages. And ChanBond’s choice of issues for appeal – the
construction of “channel” – has far-reaching implications for noninfringement and invalidity.
The Court and the parties are now presented with a substantial risk of multiple trials for
each Defendant. And while ChanBond alone possesses the power to eliminate that risk, by either
dropping the recently invalidated claims and declining to appeal, or in the alternative, agreeing to
stay these cases pending its appeal, it refuses to do so. The only reason to continue these cases
without the guidance of the Federal Circuit is to provide ChanBond an opportunity to have its
cake and eat it too, all at the Court’s and the Defendants’ expense.
market cap tracker, $40M close 5/18
.025 x 1.6B O/S
billionaire row
Unified Online requested the CB Capital report in question for objective evaluation of its interest in
purchasing ChanBond and monetizing the patents through litigation.1 This is exactly the type of
task a relatively small company like Unified Online may need to have performed by independent
contractors or consultants. See e.g., Robocast Inc. v. Microsoft Corp., Civil Action No. 10–1055
(RGA), 2013 WL 12147601 at *4 (D. Del. July 19, 2013) (adopted in full by Aug. 17, 2013 oral
order). Despite Defendants’ statements to the contrary, the report was never used as a “sword” in
this litigation or elsewhere. To the contrary, CB Capital’s report was not publicly disclosed, nor
was it disclosed to Unified Online’s shareholders.2 CB Capital’s report was produced in this
litigation under the highest level of confidentiality. CB Capital is not ChanBond’s testifying
damages expert, is not affiliated in any way with ChanBond’s testifying expert, and ChanBond does
not anticipate calling anyone from CB Capital at trial.3
most analysts, or the average anyway is $24, with a high of $30.
CANT raising theirs could elude to $26 Ave with high of $32.
ah ok got it. I'm in the business. My opinion is $30+ fair value. Has been since last year. Medicare is bulletproof and is 80% of their business now. Medicare commissions rates get updated the last week of May each year, so in 2 weeks they will let the public know what the rates will be for 2019. Each of the last 3 years they have raised commission rates. Bottom line is as they book Medicare enrollees, on average they last on the books for about 4 years and the money paid to EHTH on that business has been increasing, leading to higher margins.
Market cap is $357M today on $25M EBITDA, but really its closer to $30M 2018 EBITA as Medicare commission should expand.
I expect them to have $35+M EBITDA in 2019 and even $40M EBITA shouldn't be an issue there.
I put $25K into EHTH 20 calls this year, they have all failed. My last set of 100 expires today. Wish me luck! Its moving and I don't know why. Any thoughts?
this is not crazy, DM GMGI on Twitter, and ask about Gamesparks and what GMGI is tasked to do via Articulate.
TenCent just reported yesterday $3.4B gaming revenue for a QUARTER and AMAZON wants to do that.
GMGI via Articulate has an expansive Asian network of distrubutors.
https://www.pymnts.com/news/international/2018/tencent-revenue-mobile-gaming/
here then, bold equals GMGI via Articulate: and momentarily I will post news on Amazon, who ultimately seeks to use rewards and gambling winnings for games users to ship and purchase items at Amazon.com
https://venturebeat.com/2018/03/05/amazon-confirms-it-bought-gamesparks-to-run-live-game-operations/
“We’re excited to announce that GameSparks has been acquired by Amazon,” GameSparks said in a post. “GameSparks has long shared Amazon’s passion for helping developers create amazing gaming experiences, so it’s a natural fit. Being part of Amazon means we’ll continue to grow the service,
as well as explore new ways to unlock the power of Amazon to help you build, operate, and monetize your games