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The graph of monthly sales look like a hockey stick with people piling in just prior to expiration of incentive program. Looks like several months of demand has been satisfied. There are lots of rich folks in HK being chauffeured around in luxury cars for relatively short distances so I would be surprised if sales doesn't come back. Alternatively, Tesla can announce a planned price increase to same levels as other imported luxury gasoline cars and see what happens.
I assume they ran scenarios and $2.5B was accretive in a conservative case. Perhaps there is a ready market for it amongst the folks that already pay for Botox procedures, in addition to younger folks (like my example) that are still in pursuit of ambitions in careers or happiness.
An acquaintance was quite happy with the results from Coolsculpt. She bought multiple sessions for different areas. AGN took them out a while back.
I have been visiting the Bay Area every couple of months and typically staying near all the autopilot beta testing is happening. The personal transport market is clearly shifting but I am not at all sure in the way that pundits are expecting. You turn on the local news (big on tech trends) and lots of talk about how ride sharing/autopiloting will take over and free up clogged traffic. Uber missing from local expressways as I think it is hard to make money in bumper to bumper traffic. I sure hope pundits are right but I haven't noticed it. Waymo comes and goes. Completely missing in action during last visit compared to the time before when I saw several every day. Tesla Xs much more in force and mostly single drivers like Tesla S. There will be multiple market segments with autopilot. Uber, Lyft etc will be limited to routes that can make money. Waymo much needed for local nooks and crannies. Much doubt that EV and autopilot will end personal mobility/freedom. BTW - I decided during this last trip that the Tesla X is a really ugly car.
psdv- submittal for EU clearance of Durasert three-year treatment for posterior segment uveitis - https://globenewswire.com/news-release/2017/06/22/1027608/0/en/pSivida-Submits-Marketing-Authorization-Application-MAA-for-Approval-of-Durasert-Three-year-Treatment-for-Posterior-Segment-Uveitis-in-the-European-Union.html
Can you cite some examples of big cities outlawing Uber or Lyft? Are these the same places that outlaw tesla selling without dealerships?
She does have option grant priced at 3.63 for 850K shares. It was sloppy not to include that in the latest form 4.
CEO was hired late last year with no stock options apparently. She spent $100K in the last few days. I nibbled a little at the same time hedged with july otm cc's. New shareholder like the CEO.
errata - she was given 850000 options with 3.63 strike when hired. I don't know why they didn't include that in the most recent form 4.
http://secfilings.nasdaq.com/filingFrameset.asp?FilingID=11735569&RcvdDate=12/14/2016&CoName=PSIVIDA%20CORP.&FormType=4&View=html
It is suspicious that put trade timing given the MYL CRL news. The OEX market maker ought to be pissed.
Sure. You can find bids for the 16 puts today if you want to sell at a low enough price even for 5000 contracts.
It's the other side of the trade. 15 puts were being sold.
I am guessing the company is using their ATM again. Last time was 3.6M shares. I have no shares currently.
The abandonment cost of nuclear is high. I am seeing those cost now where I live in addition to cost for long term on-site storage of old rods. "Unfortunately, the people who built these plants didn’t leave instruction manuals for taking them down. And even when they did remember to pass on useful information, odds are it was stored on outdated computer programs or written in Russian.
That makes powering down, decontaminating and dismantling these plants extremely difficult—and costly. Expunging a nuclear power plant can cost $1.5 billion, experts say. "
https://www.wsj.com/articles/first-rule-of-dismantling-a-nuclear-power-plant-check-the-exits-1497206437
Of course it is miniscule in relation to installed legacy systems. Adoption is not going to be a step change. It is happening because it is already cheaper at the margins and in certain special cases where people don't want to live next to gas storage. There may not be a hockey stick adoption curve even when battery costs drops below $100/kw because of limited manufacturing capacity.
Utility scale storage is happening now. A recent example is the work done by SCE after the Aliso Canyon blowout in socal.
"The new 100-megawatt (MW) solar array and an accompanying 30-MW energy storage system". The whole thing is referred to as the system. Tucson may decide to add storage of their own. At 3 cents/kwh, that's not a bad idea.
I read it differently. The cost per kwh includes the amortization of all capital costs including the battery storage. Why would it be a separate item? Without storage costs, I expect current prices in desert areas like AZ to be significantly less than 3 cents/kwh.
Yes. It is becoming a popular choice where i am. i see more and more of them and fewer of the new mercedes S and bmw 7 series. it will be interesting to see how 3 does.
Except the part that said that 3 will compete with bmw 3 series. Price wise maybe. But I think it will compete for the 5 series sales.
A neighbor that drove a Mercedes SUV switched to the tsla X recently and claims via his accountant that he is saving around $500/month not counting the time saved in carpool lanes. He drives a lot and only luxury cars. He is very happy 3 weeks into it. He has contracted for new solar roof as well. Not perfect by any means as one of his falcon wings doesn't open completely so it will require service. An annual 15% decline in battery cost means full invasion of EVs and renewables with huge implications. The great game becomes the great end-game. Aramco IPO is just the beginning.
Oil demand sensitivity study from Bloomberg -- https://www.bloomberg.com/graphics/2017-oil-projections/?cmpid=BBD053117_MKT&utm_medium=email&utm_source=newsletter&utm_term=170531&utm_campaign=markets
Journalists still don't get that EVs are fuel switching. Fuel switching to whatever generates the cheapest electrons. If Trump wants to get rid of clean air regs, then coal will compete with gasoline and diesel. Lithium cells cost currently down to $140/kw and declining at 15% per year.
It is a riddle yet to be solved wrt to 621 and 622. The market says TRIL doesn't deserve any bullish bias and the management just implicitly agreed with the market pricing. The bullish case now depends on the CEO/CFO having acted foolishly in waiting to finance at a low price. It is a conundrum. Reg FD says that all investors get to see the same data. I won't argue with someone paying $30M for a lottery ticket if he thinks it is cheap enough. I would worry though about what management will do next time there is a need to add capital.
Yes. I am assuming northern Alberta/Saskatchewan conditions are similar to what Russia conditions are like in Siberia oil fields. Oil properties would be important as well.
Thx. I agree that there are many situations for something that is less invasive than scoping even though it may not have the same level of accuracy.
The active layer refers to the boundary between the permafrost up to the surface where weather can impact soil mechanics. It is much easier to have solid ground and that happens when it is cold. Not sure if that was your question.
The financing seems counter to all the bullish thoughts about TRIL potential. I understand their need for the money but this seems like a CEO/CFO fumble or an acknowledgement of their poor chances of success with trials. Neither one good.
That would be a good excuse not to cut production if it was true. It is more advantages to operations to have a frozen active layer than one that is thawing. The drilling and completion season is in the winter for that reason. As for the other problems associated with asphaltic or paraffinic oils, there are well established engineering solutions. All this dancing around doesn't change the fact that only Persian gulf producers have to be the swing producers for prices to move quickly. In the old days, SA would enforce prices by going the other way to drive oil prices down until blood runs. The fact that they no longer have the excess capacity means they are stuck.
There was a V shaped drop and recovery between 10/15 and 6/16 and an ~sine wave since so he missed it as did most. There was an article this week in Bloomberg (if recollection serves) that broke down the different lifting costs of various types of oil. Conventional is averaging $38 and shale is in the 20's. That's about where the bottom was as in prior cases of price crashes into marginal cost of production.
So you discovered a workaround to the Carnot cycle? Better patent it. Sorry couldn't resist.
ISRG is pretty unique and their moat is wide and deep. Mzor I would be concerned with cheap 3D printed drill guides combined with laser guided drills as competition so barrier to entry not as high as ISRG. As for catheter and guidewires, cabled mechanical systems also have low barrier to entry. There already are Hansen, catheter-robotics, corindus and stereotaxis in the space competing. Stereotaxis does have barrier to entry with regards to magnetic control of catheter tip movements. Link below to latest thoughts for applications in electrophysiology.
What's the potential role of robotics in electrophysiology? Our own Peter Weiss, MD, shares his thoughts. #HRS2017 pic.twitter.com/G74lY6FwfT
— IntermountainMedCtr (@IntermtnMedCtr) May 9, 2017
I would be interested your opinion with regards to EXAS vs that of Citron.
I meant for you to pick out the slides. I can start with the one about sending cores or pressurized fluids from Lagos to Texas as a bone of contention with regards to revenue recognition. That one showed a complete lack understanding of lab capabilities at different locations.
It's so bad I won't know where to start. I can comment on specific slides. Again, I am not saying the short idea itself is a bad one or a good one. It is more like Einhorn put together a presentation as an after thought to support a short bias.
PS .... here is a potential short thesis for the whole industry, not just clb. http://www.driven.co.nz/news/news/india-aiming-for-100-per-cent-electric-vehicle-sales-by-2030/?ref=NZHNetwork
There are a couple more sections to the summary that were not copied from the source website and they are important to his short thesis. Einhorn has a lack of understanding of CLB service line details and why those services are used. Although the general statement that clb revenues has to be tied to capital cycles is correct. Everything else, I discount. Maybe it is still a good short but it won't be for the reasons he listed.
grep from the website.
"AstraZeneca / MedImmune
Advaxis entered into a clinical trial collaboration with MedImmune, the global biologics research and development arm of AstraZeneca, for a Phase 1/2 study to evaluate the safety and efficacy of MedImmune’s investigational anti-PD-L1 immune checkpoint inhibitor, durvalumab (MEDI4736), in combination with Advaxis’ axalimogene filolisbac as a treatment for patients with advanced, recurrent or refractory cervical cancer and HPV-associated head and neck cancer."
Could it be that users decide that less care is needed now that there are cures?
Seems that BMY's IV dropped most on Roche news and further dropped this morning before MRK's news. IV's dropped >50% since 2 days ago for this week's options and dropped 1/3 for further expiries. Hindsight suggests tecentriq was the reason for nervousness re BMY.
Nuplazid sales growth perceived to be mediocre so it extrapolate to muted prescription for ADP even if it clears FDA. Nuplazid needs to show better growth for PDP.
BMY - Shrinkage of IV today back towards trend IV. I sold strangles yesterday so it will pay for several fancy latte's.