Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Too early for that. I need to figure out how subscription model works in aesthetics. Some studying needed.
HAIR - up 40% on merger with Venus Concept (Israeli) aesthetic company with subscription model. Also ER release. Sales ramping up as expected with introduction of latest system with implant capability. Shares opened up 70%.
http://info.venusconcept.com/venus-concept-us/?_vsrefdom=cpc-google&gclid=CjwKCAjwmq3kBRB_EiwAJkNDp_A0GgICFiKusHqOhzGbDKSbzNF7k_QCDw0M_J258P66yfo3iaIz2xoCbyQQAvD_BwE
RMN found to be compatible with LVAD (Impella, Abiomed) for VT ablation in hemodynamically unstable patient. First attempt and successful outcome. Have not been tried before because there were fears of incompatibility of Impella inside magnetic field. There was no other way to save him as manual ablation attempts failed (impossible to navigate to required locations).
https://www.heartrhythmcasereports.com/article/S2214-0271(19)30003-X/fulltext
EYPT - Dexycu (for post cataract surgery inflammation) commercial launch a couple of days ago. ER and CC. Progress as guided.
http://investors.eyepointpharma.com/news-releases/news-release-details/eyepoint-pharmaceuticals-announces-us-commercial-launch-dexycutm
https://edge.media-server.com/m6/p/hz6yprie
Apparently has good visibility on Yutiq uptake via eyepoint-assist program that helps with J-codes and getting insurance coverage, or co-pay assistance.
https://yutiq.com/downloads/YUT00026_EyePoint_Assist_Hub_Enrollment_Form.pdf
Lukoil and Gazprom - I mentioned months ago (don't have search option so it is in this board somewhere) those as ideas when asked by biotech_jim for energy allocations. I had thought they would be most insulated from oil price volatility. Shoulda followed my own ideas. Big outperformance compare to others since. KMI - I don't understand the mechanism of prior collapse so not interested. Seems that shouldn't have happened if they were just tariff takers. And then there were the O&G MLPs that seemed to get stuck on leveraging rails while general partners left through the backdoors.
What were their (GS, MS) forecasts and targets 18 months ago? Look them up and post it here.
RE that link. How Fiat CEO has changed his tune in a short 18 months. ACtually shorter than 18 months as their EV engineers ramped up work way before unveiling. All the legacy icE maker CEOs waiting and waiting for Tesla/Musk to fail. On to plan B, then plan C, always behind with Tesla now stomping on their jugulars.
From 18 months ago.
https://www.greencarreports.com/news/1113204_fiat-chrysler-chief-sergio-marchionne-doesnt-think-electric-cars-tesla-are-viable
BA - Uk grounding of 737 max. IMO BA will now have to prove software patch works to regain confidence. PBS news hour interview last night with pilot familiar with airplane design had good explanation of why a pilot used to the old 737 characteristics may panic with 737 max if not trained properly. LUV finally moving significantly in expected direction.
Or it could be as simple as the following.
https://www.bloomberg.com/news/articles/2019-03-10/shale-on-the-brink-of-m-a-as-oil-majors-flex-muscles-in-permian
Consistent with what pilot friend told me. Still it is human error whether it is lack of training, maintenance competence or not idiot proofing the auto anti-stall feature enough.
https://www.bloomberg.com/news/articles/2019-03-11/faa-says-boeing-737-max-remains-airworthy-despite-latest-crash?srnd=premium
Overlay KMI producing operations with Wolfcamp maps to see potential shale potential. Their biggest positions are Kelly Snyder and Yates, and I don't know if they have deep or shallow mineral rights beyond reefs. Even if they have rights, this is still only one possible explanation for ceo aggressiveness. All guess and no facts at this point.
Talked with 737 max pilot today (that's all he flies currently, 25K hours) and he said the plane is safe. Not sure what happened in Ethiopia. Indonesia FAA report still not final but he said Lion air admitted to putting in a wrong sensor. Nevertheless, auto anti-stall can be switched off so he questions training. He said SA pilots can be trusted because of training procedure, not sure about others in Africa.
Thx. The fireside chat is 24 hrs after ENTA's presentation.
MDGL - I spy a few companies involved in NASH scheduled for a "fireside chat" Tuesday next week. Not sure if there is a webcast for it. ENTA, Genfit, MDGL, VKTX, CNAT - did I miss any also on the list?
https://roth.meetmax.com/upload/event_51941/ROTH_2019_Healthcare_Track.pdf
Have to wonder if he is sitting on something that is not yet confirmed.
https://www.eia.gov/maps/pdf/PermianBasin_Wolfcamp_EIAReport_Oct2018.pdf
BA - LUV has a lot of these and not reacting much. CEA actually went up so I guess BA problem stays at BA. FAA hasn't said much since last bulletin arising from Indonesian crash. Perhaps we take a stab at December lows if FAA wants software fix.
https://www.reuters.com/article/us-indonesia-crash-boeing/boeing-to-issue-safety-advice-on-737-max-after-indonesia-crash-source-idUSKCN1NC0CX?feedType=RSS&feedName=businessNews
Norges thoughts all IMO.
For the US, the tip over point for offshore wind was 2017 when planned projects levelized energy prices dropped below that of natural gas generated electricity. That was in the range of 6-7 cents/kwh. Remember that US natural gas prices is around half that in the EU and you can get the economic driver behind the thinking. Environmental concerns are not needed in the deliberations. I am certain that Sintef build their models from Statoil/Equinor data and have a good handle on costs and trends. Those people are very analytical, probably the most capable of groups that I have interacted with. Right up there with Shell-Hague.
The movement of Statoil (now Equinor) into wind is a much bigger version of Dong morphing into Orsted. Their (Norges/Sintef) thinking is on the wall.
I have mentioned GIFI here in the past thinking it will have a future in offshore wind structures. It will be a tough desert valley they will have to go through.
BTW - Just a reminder that even in EU with higher ngas pricing, the energy equivalent cost of NG is a 40% discount from Brent. The US discount is closer to 70% from wti. The gradients are very unfavorable given that so much capacity is restricted.
Norges is all about risk management. ie Sharpe ratio and efficient frontier. They may have some climate change motivation but that is not their job. Optimising Sharpe ratio is their job. The fact that they want all out of non-sovereign O&G investments is the big news here. Not how they go about it. The small higher risk stuff goes first.
https://www.nbim.no/en/the-fund/how-we-invest/risk-management/
Norges Bank - wanted Norway's SWF to divest more aggressively. Is this the starting gun? It had to happen eventually but Norges wanting to "close all" is going to get a lot of attention from other asset managers. They will still have oil no matter what, through Norsk HYdro, Equinor and Statoil
https://www.bloomberg.com/news/articles/2019-03-08/norway-gives-1-trillion-fund-go-ahead-to-divest-its-oil-stocks
I don't think that is an issue with the latest wide band gap solid state electronic controllers. So if the battery can handle it then it won't be a repeat of GM's EV1 experiences where some houses went up in flames during garage charging. Porsche has stated that they will install 350kw chargers at dealers (I don't know what good that does) for Taycan release. Musk has said in the past year that he is thinking of higher than 350kw, probably when Semi ETrailer rolls out. For semi beta testing, youtube video shows them using multiple v2 ports at superchargers.
wiki diary of tesla fires -
https://en.wikipedia.org/wiki/Plug-in_electric_vehicle_fire_incidents#Tesla_Model_S_and_X
XOM/PBR/RD - offshore Brazil is slow going even with cost at $35/bbl. There must be potential of equivalent size and productivity off west Africa - there is but I have not kept up with latest.
https://www.bloomberg.com/news/articles/2019-03-03/why-billions-of-barrels-of-oil-go-untapped-in-brazil-quicktake?srnd=businessweek-v2
TSLA - v3 Supercharging roll out. 250kw max or around 1000 miles/hr charging rate. Rate goes down as battery gets saturated - see bottom two graphs in link. Not sure if the older models (pre-2015) S and X can handle the charge rate.
https://electrek.co/2019/03/07/tesla-v3-supercharger-action-first-look/
RE bios in China. I take it that you would not put any money into any Chinese bio shares. For example bgne, zlab, etc ... If not true (ie you would under special cases), what would be your key guidelines?
VCEL - back to where it closed prior to ER. Market apparently NOT believing CEO's guidance of slowing growth (60%+ in 2018/17 guided to 30% for 2019/18) in MACI. Analyst called his potential sandbagging out during Q&A and he responded with the "art, not science" answer. There is still the unfilled gap from q3 ER and it can only close if Q1 procedures slows as much as CEO projects.
Self-driving according to TSLA -
Things are changing so fast it is hard to keep up. Latest description of what "self-driving" is for Tesla. Waymo offers their Lidar devices to others. TSLA's proposed version is based on cameras-radars-sonars with new computer hardware to be available soon.
https://electrek.co/wp-content/uploads/sites/3/2019/03/D1AhiRgX4AIX1Ex.jpg?quality=82&strip=all
ISRG/TRXC - Da Vinci SP (single port) system was installed at Hackensack Meridian late last year most likely for ENT. Noticed this while checking where TRXC's Senhance ended up. Looks like OB/GYN at Pascack Valley. wrt Taiwan. ISRG has around 20 systems installed. Senhance system was for OB/GYN as well (Dr. Teng at Fu Jen Catholic) outskirts of Taipei.
https://www.hackensackmeridianhealth.org/press-releases/2018/10/04/hackensack-university-medical-center-among-first-hospitals-world-acquire-innovative-da-vinci-single-port-robotic-systems/
https://www.jmig.org/article/S1074-3804(05)60147-8/abstract
Home charging at 240v is the way to go and can be installed cheaply if you already have the washer/dryer connections close by. $1500 to install if not. Supercharging utility is best left for long distance drives. Unless you live in NYC or the like than finding charging could be a chore unless you have your own garage.
When I first heard about what he wanted to do years ago about rockets. I thought he was nuts and throwing his money away. And then found out he wanted to do that plus electric cars at the same time. The guy is just insane. Now I am grateful for his courage and succeeding against what I thought were extremely low odds. I raised those odds quite a bit after test driving the S before it was a popular item.
https://www.bloomberg.com/news/articles/2019-03-01/spacex-readies-for-historic-saturday-morning-crew-dragon-launch?srnd=premium
The upgrades are for existing owners of Model 3. If you own the long range model 3, your range will increase from 310 to 325 miles. Max HP goes up 5% and max speed goes up 4%. Basically pushing out fine tuning of battery/motor performance via software and data on existing fleet. AP package becomes full-self driving package (sounds like L4 capability and depends on regulation allowing it).
RE 100 kw charger question from biotech researcher. High voltage charging like Tesla supercharger can go up to 135 kw if recollection serves. Latest generation will go up to 250 -350 kw. This makes charging faster and long distance drives doable. However, there is a small penalty on battery longevity so slow charging at home or destination chargers are best for battery life. Bjorn Nyland (Norway) tested the different makes i-Pace, Kia Kona and Niro and posted charging results on youtube. It is a very important factor to consider - battery managment and charging rates.
Nissan announces pricing of new 2019 long range Leaf. Seems Tesla stole the thunder with better specs at the same price range. Model 3 is around the same size as Toyota Camry, Leaf is Corolla size. Pro is that it is a hatch back but has no frunk. Model 3 has decent size frunk and rear opens wide like a hatch. The hidden news in yesterday's announcement are all the changes to higher end trims - ie 5% increased range, 6% increased HP with over the air update.
https://www.forbes.com/sites/sebastianblanco/2019/03/01/226-mile-nissan-leaf-plus-will-start-at-36550-with-50-more-horsepower/#372c5bd1373f
Too many choices. I don't think you like BA. How about NEE.
Are they all bios or are there other things such as energy, utilities, etc.
Roche fits the criteria if all bios.
oldie but goodie. I have fond memories of Accord hatchback in college. A luxury item in my non-earning years is a car that doesn't breakdown.
Not just HMC. Where is Toyota? Nissan got the memo mainly because of Ghosn. Inertia is a powerful force even if a herd is headed for a cliff. Just because Shell, Chevron and Exxon says "yeah, we will build H2 stations" doesn't mean they are the car makers side. Historically, oil companies and car companies have had a marriage of convenience and also plenty of therapy sessions. They need a divorce and start dating again.
https://phys.org/news/2015-07-toyota-nissan-honda-hydrogen-stations.html
HMC - Honda EV for short distance trips. I like the look better than Smart car and Kandi's version. Due out late this year but no pricing info.
https://www.engadget.com/2019/02/27/honda-e-prototype/
The most critical component IMO is the battery and the protection of it in routine use and crashes. Early on, I recall one or two S catching fire after hitting road debris that pierced the battery packs - no injuries. They added titanium armor plates on the bottoms for owners and in production line.
They have a page on their website listing all recalls. The biggest one so far is the steering column bolt.
https://www.tesla.com/support/annual-and-recall-service
The big question on basic model 3 is whether they can maintain GM of 20 percent. If so, big milestone.
Could be. If so, also announcement they will hit $100/kw battery pack cost shortly with integration of MXWL electrode technology. All guesses.
DNR - ER and CC. A mixture EOR in fields left for dead and new developments in existing basins. LOE around $23/bbl with hedges at $55. Decline not an issue. Eagle Ford EOR prospects summarised in slide 30.
https://www.denbury.com/investor-relations/investor-presentations-and-webcasts/default.aspx
Peak Car - The rise of car sharing but it will take L4/L5 autonomy to complete the transformation. Ride sharing taking off in China via Didi.
https://www.bloomberg.com/news/features/2019-02-28/this-is-what-peak-car-looks-like?srnd=premium
TSLA - Elon Musk innovated a whole new job category CEO-sitter. There is probably an opening at the white house that no one wants.
https://www.bloomberg.com/news/articles/2019-02-26/elon-musk-s-mystery-twitter-sitter-has-one-wild-and-crazy-job?srnd=premium