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The time is now. Danks was always unreliable at best. Even in the 5 spot he's poison. And it might be wise for the Sox to have a plan B for when Latos comes down to Earth. Wow. Talk about an upside surprise to start the season! (last start notwithstanding).
CBMX
super low-floater with a 3.6 million dollar market cap and a recent raise completed looking to drum up some business:
http://finance.yahoo.com/news/combimatrix-provides-strategic-100000154.html
http://finance.yahoo.com/news/cbmx-several-recent-events-could-193000407.html
VASO
I agree with your analysis. The CC didn't exactly fill me with confidence, but the bottom line numbers speak for themselves.
Just gotta get used to the extended period of communications black-out between quarterly reports.
I had an order in to sell at just over .17 all day. 5k sold. That was it. Sure I could have walked it down to .16 or .15, lol. Maybe it would have been better to say: I wanted to sell at a a decent profit today and I couldn't.
VASO
Add to the bottom line all of the money they banked due to efficiencies in their operations and you gotta wonder a bit about the future here. You can only streamline so much, and most of those benefits appear as one-off improvements that won't reflect on growth and earnings beyond their Y over Y impact.
Right now, VASO is a tidy and profitable business, but IMO they will struggle to grow to the next level as their competition becomes bigger and bigger fish in the healthcare IT sector.
That's why I hope that they have a plan to exploit the biz in China; Or maybe they get swallowed by a bigger fish...
Full disclosure: still sitting on 55k shares. COuldn't sell them if I wanted to. And I wanted to today.
VASO
CC takeaways for me:
1. Net Wolves was a timely acquisition as the equipment segment is stagnant at best. Without Net Wolves, VASO would be foundering.
2. IR and company updates continue to suck. The responses to the questions about more info from the company were weak. Really weak.
3. Backlog is decent at 18.4 million
4. NOLs strong as well at 38 million
5. No money spent on R&D, meaning what you see is what you get
I was surprised there were no questions about up-listing or a plan for growth in the international markets, specifically China.
While CEO Jun Ma did mumble something about a the company entering a relationship with an IR firm to unlock shareholder value, there were no details provided. Sort of like the last CC. You could definitely hear the frustration in the questions about the lack of action on the part of the company in that regard.
Considering the decent fins the company has built, sitting in a channel between .165 and .18 from Q to Q is a poor reflection of management.
See you in 3 months. Yawn.
VASO
Vasomedical to Report Fourth Quarter and Fiscal Year 2015 Results on March 29, 2016 before the marlet opens
CC at 10 AM
http://finance.yahoo.com/news/vasomedical-report-fourth-quarter-fiscal-130000153.html
Winner of AL East: Rays
2nd In AL East: Yanks
Winner of AL Central: Tribe
2nd In AL Central: White Sox
Winner of AL West: Astros
2nd In AL West: A's
AL Wildcard #1: White Sox
AL Wildcard #2: Yanks
Winner of NL East: Nats
2nd In NL East: Mets
Winner of NL Central: Cards
2nd In NL Central: Pirates
Winner of NL West: Giants
2nd In NL West: Diamondbacks
NL Wildcard #1: Pirates
NL Wildcard #2: Diamondbacks
Team With Best Record In Baseball: Nats
Team With Worst Record In Baseball: Braves
TB # 1: Who hits the most HR in Baseball (Combined): Jose Abreu
TB # 2: Who has the Most RBIS in Baseball (Combined): Cargo
No way. There's still plenty of time for Hal Steinbrenner to sign Aroid up for, say, 5 years 175 million.
2 that are worth a look are TTNP and SYN. Both require extensive DD. GLTY
Years ago I rode 100k shares of CTGI from .04 to $2.37 without selling a share. That company is now bankrupt. Never again!
6 million sounds fantastic, but the actual math comes out more like $237,000. I eventually sold at .12 before BK for a 3 bagger, but left better than 200k on the table.
What happened was 50% greed mixed with 50% utter stupidity. That was 11 years ago.
But Seth and Lightbridge are broke.
Looks like they have access to cash for the near term future:
http://seekingalpha.com/article/3959387-lightbridges-ltbr-ceo-seth-grae-q4-2015-business-update-results-earnings-call-transcript
Also looks like there's plenty to look forward to this year. With the Nasdaq listing requirements, he didn't answer that question...and it was directly asked...The inference from the CC is that they are a couple of PRs away from the SP solving that problem. And those PRs should be issued by the end of 2016.
I bought in last week and am willing to wait at least 1 year to see how the story plays out.
LTBR
Opened a position in Lightbridge last week at .58
It's trading at all time lows, hit by the fallout from Fukushima and the down turn in energy. The company has been executing well over the past year as it brings its new fuel rods to market. Lots of agreements in place with big fish who have the facilities to test and monitor LTBR's new fuel. Their cash position isn't great, but it'll do to get them through the development phase, and management seems determined to not dilute their own investment at these low prices.
if you think nuclear has any role to play in the future, this is one has lots of short term catalysts dotted along a road map to commercialisation of their fuel rods. Q4 results and earnings transcript here:
http://seekingalpha.com/article/3959387-lightbridges-ltbr-ceo-seth-grae-q4-2015-business-update-results-earnings-call-transcript
CPXX was a good one to be sure.
There are a number of micro bios with pending catalysts in Q2 which could make big moves. They're all risky but could bust big moves with successful news.
The sweet thing about CPXX was that the risk of success in their phase 3 trial was mitigated by the fact that they were delivering an established treatment that hadn't seen an upgrade for decades rather than trying to bring a new compound to market.
Wish it was 1/3 of my real portfolio, but with a 12% position before the big run up, it has been a good week. (sold out at $8.60).
Years ago I rode 100k shares of CTGI from .04 to $2.37 without selling a share. That company is now bankrupt. Never again!
Either way, he was willing to give up $13 million for his principles.
Let's put this into perspective: this is a guy who has raked $71,807,500 playing baseball in his career. Should be enough to take care of his family for a while. lol.
I'm not doubting his integrity in any way, but I do think that it's important that kids, especially adolescents, have the freedom to study, play and learn about the world with their peers. And I also think that the clubhouse is a sanctuary for the players and coaches, a place where adults can speak freely about adult business. without worrying about censoring their words because of who else might be in the room.
As a White Sox fan, the worst part of this situation was, as usual with the Sox... how it was handled.... With Sale speaking out against Williams, team moral here is looking pretty grim before the season even starts.
Not so confident in docs writing scripts off label in the case of TTNP. IMO doctors will draw the line well before an implanted device. Best to see full approval with any caveat coming in the form of a follow up study to confirm safe removal of the device.
What aren't I seeing here?
Full approval. That's the 900 pound FDA gorilla in the room. After a 10-4 adcom the first time around followed by a CRL, 12-5 isn't exactly a slam dunk. And the stock is priced accordingly.
Smaller but related would be a shithouse approval; heavily restricted and limited to a meager proportion of the well-documented masses who need treatment. Weird labeling or excessive hoops for medical providers to jump through...that type of thing.
And then there's the question of how the FDA sees its role. Much of the addiction problem in the USA stems from drugs the FDA approved and put on the street. It's not out of the question that instead of basing an approval decision solely on the results of TTNP's clinical trial data, the FDA will consider other factors such as probuphine's risks as an addictive drug in its own right.
That said, I think approval will happen this time around for TTNP.
Full disclosure: I thought so last time too!
VASO added 20k at .16
That was the quickest fill ever!
Couldn't have happened to a better franchise. I pick the sox last in that division again. Price and Kimbrel won't be enough to even come close.
Locking profits after this huge run. All out BIOD for a 9% gain.
CPXX-all out for a 67% profit. Sold at $1.88
Are you planning to hold a full position through the data release?
Full disclosure: I am
Sad day for Mejia.
http://m.mlb.com/news/article/164381960/mets-mejia-handed-permanent-suspension
Unreal that after getting busted twice, the guy still couldn't figure it out. That's a lot of money to leave on the table....wow.
CPXX
Excellent CC on the 8th of Feb.
Highlights:
-CEO stressed his confidence that CPXX is on track to report OS data in Q1 2016
-Phase 3 follows on the heels of 2 successful phase 2 studies
-Cash on hand will last into “the second half of 2016,” beyond the projected NDA in Sept if phase 3 is positive.
Holding a full position at an average of $1.27
Did I miss a TTNP PR about a R/S? LOL
Maybe its the halcyon...or too many hits to the noggin...
Blood on the street or what?
Couldn't help myself: bought some SYN at 1.48 today.
Sold CPXX at 1.47 (1.73 buy)
Now making a list of what to buy first when the knife stops falling. I like:
TROV, CNAT
Wait til the Mets start to fade a bit and deal Harvey and the other young guns to pour the salt in.
Nats pick up Revere and unload Storen. Great move for the Nats as Revere is a quality lead off guy with .300 average and 45 steal potential. And Storen had to go- it was asking too much for him to pitch well (again) in Washington after how consistently poorly the Nats have treated him.
Loving the Nats in that division. Yes, the Mets have a fine starting rotation, but Sherzer, Strasburg, Gonzalez and Ross is a pretty solid outfit. An injury in the rotation for either the Mets or the Nats could be the difference maker. And let's face it: the Mets clicked on all cylinders late in the season last year. And the Nats couldn't have played much worse.
http://m.mlb.com/news/article/161481116/nationals-trade-for-revere-part-with-storen
Opened a solid position of IDRA at $2.78. Julian Baker added 21k more shares to his pile this week at $3.00. Yes, they were diretor's fees, but his continued faith in IDRA is an anchor in a crazy market like this.
I'm pretty happy with my 2.78 shares. That's almost %10 better than Julian Baker bought at this week. And he runs the outfit!
Looking for a buy-out by mid year IMO.
More surprising is that 2 idiot writers actually voted for David Eckstein!!
Getting close to my buy zone here. I was surprised when the FDA issued a CRL after a 10-4 ADCOM in favor last time around.
The only difference that I can see with the current FDA submission is that Braeburn is calling the shots, not TTNP management. And I think that this time, they'll get it done. The results from the last trial were excellent and the social pressure to deal with the negative consequences of addiction, which go far beyond the immediate victim, are huge.
The risk/reward equation just got a lot better with this dump into the mid 3's.
Bye Bye LIFE. Sold my $8.49 shares for $10.40 today. Also sold my.71 IMNP shares at .78
Bought TPIV at .59
Waiting to see the pre-market action on BIOD
Hard to believe Gee was the Mets opening day starter last year. Just goes to show how much movement there is on MLB rosters throughout the year...especially on the mound.
This is why he'll be wearing an Angels or some other team uni in 2016. 5-6 years won't get it done. Why would any agent agree to a contract that sees their client's deal end when their client will be in their mid 30's and most likely unable to sign another lucrative contract? Especially when there will be some stupid, rich owner out there willing to go 8-10 years?
Gotta hand it to the Cubs- they've covered Joe Maddon's salary by getting players into the fold much cheaper than what the market would suggest. The Mets don't have that appeal. Hence, they better pony up the years and the dough if they want Cespedes on the roster.
Better to lay out the tall cash than try and pinch nickels with another Cuddyer type signing IMO. Signing mediocre players is a bad move at any price.
We shall see. IMO the upside surprise for the better is all with Heyward over the course of his contract. 13 dongs last year....I doubt he hits fewer than 13 per season over the next 8. Throw in his stolen base % and lower K rate and you get a whole lot of different options. He hit more doubles last season (4) than Davis and more triples....which would be easy as Davis hit 0 triples. Davis will sign for 8-10 years IMO.
Davis, in his career of 8 years, has 3 seasons with over 30 dongs and just 2 seasons with over 100 RBIs. To my mind, he fits more of the ex-Yankee slugger model of Cliff Johnson or Steve Balboni, albeit with a little more contact....the guy who can win the game for you with a blast, but is much more likely to strike out against the quality pitching you usually see in the playoffs as opposed to the innings-eater grind of the 162 game season...a guy who can't move the runner across or make anything happen with any tool other than power. He's the guy who never will hurt you in the playoffs because you know to pitch around him if necessary...and make the opponent's version of Daniel Murphy beat you with the long ball if that guy is lucky enough to catch lightening in a bottle.
In his 8 years, Justin Upton has hit better than 30 HRs once. And topped 100 RBIs once. He flashed decent speed last year and a very acceptable K rate. IMO, there's no way he accepts a deal for 6 years. It'll be 8 minimum, if not 10. I can't see those final 2-3 years topping what, say, Beltran produces today.
LOL. Thought you'd shed a tear or two for that news! Wonder what the buy out amount was? Should save enough to take care of Bobby Bo for the next few seasons!
Agreed he's no superstar, but they're few and far between. As far as free agents go, I'll take the Heyward deal any day over what was given to Panda, Hanley, Crawford, Beltran, (to name a few from the past) and what will be given to Davis, Upton and Gordon this year. The back end of those contracts will be really, really ugly...in a Ryan Howard sort of way.
His worth/value is relative, based on the market. Clearly this is a great time to be on the management side of baseball- you're rolling in cash, with more coming in every time a TV contract is sealed or a big market team blows out the salary cap. You can sign fantastic young players for peanuts (again relative) and control them through their primes, mitigating the risk of paying an injured player or a hobbled veteran who is a shell of his former self (Sabbathia). When you've used them up, you can trade them away and reload with new prospects or let some other rich sucker team overpay.
It's rare that a player comes to free agency at as young an age as Heyward, so getting him for 8 years instead of 10 at under 200 million is an excellent deal IMO.
I will say that the $$ being thrown at free agents these days puts the Angels deal with Trout into perspective. Could be the best long term contract ever! He'd get twice that amount today, with ease.
I like this deal. The guy is young and athletic and an awesome defender. In 8 years, he'll still have some legs left, unlike many players signed to similar deals at the age of 30-32.
What I see happening is that salaries, absurdly high though they seem to us, are going through a re-leveling at a much higher plateau. The TV $$ is baseball is sick- glad to see the players getting it. Now the union has to figure out how to put that $$ into players' pockets before they turn 30.