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thx. Options pricing in +/- move of ~1.5. It would take some time to get the uptake data even if FDA clears in the best case scenario for MRK. Is it a slam dunk?
BMY - Implied V jumping for weeklies. Haven't figured out why.
Aspirin?
Good article in Bloomberg regarding the Norwegian sector of Barents Sea. Shallow calm waters with sizable prospects and no icebergs. https://www.bloomberg.com/news/features/2017-05-03/where-the-arctic-oil-industry-is-booming?
There are two issues. The first I mentioned is that shale oil via conventional drilling and fracking (fracking has been around many decades) cannot be ignored on a report that shifts numbers between P4 P3 P2 and P1. The second is why did they give WSJ a preliminary report before the official release due in July?
Yet to be mentioned are the heavy oil that can be conventionally recovered via SAG in Canada, Venezuela, SA etc .... all of the above cheaper to get than deepwater conventional with no existing infrastructure.
The methodology of counting only conventional oil discovery needs to be examine given the current state of shale oil production technology. And there are plenty of shale resources outside of the USA and Canada yet to be drilled or mined. Maybe Wall Street is trying to prime the pump for Aramco IPO.
Not too many good choices for sit down meals between the Grapevine and Gilroy. Maybe Harris ranch if you are a meat lover. Were you able to get close to LA before charging up? I make that drive in the opposite direction about 3x per year and usually stop midway at Kettleman.
"caveat emptor" very much so. Seems countries with the highest oil reserves are having an existential crisis of sorts.
https://www.bloomberg.com/news/articles/2017-04-23/space-the-final-frontier-seen-for-earth-s-crude-oil-giants
Regarding the 2 stops. If you were charging, how convenient were the choices and were there numerous options? Any issues? TIA
Subsea completions and satellite tie-backs have been around a long time. The savings will have to come from better well designs and lengthening the exposure of wellbore to the oil zones (just like long horizontal wells). Shell will try to prove it in Brazil and everybody will watch. I am skeptical because it is hard to hang a hat on any oil price projection that says oil price will be X in 10 years. There are much lower risk places for big oil to survive.
http://www.worldoil.com/news/2017/3/30/wood-mackenzie-some-deepwater-projects-closing-cost-gap-with-tight-oil-plays
http://www.oilsandsmagazine.com/news/2016/11/17/suncor-energy-sees-higher-production-and-lower-costs-in-2017
A helping hand to those laid off in California's O&G hub. http://insideevs.com/wp-content/uploads/2017/04/17626639_889008754586934_3953818407817981624_n.png
I am not sure what cultural changes you are referring to. It's been a long time since I dealt with Shell. They are data and analysis driven and I enjoyed those interactions as compared the cowboy personalities of some other companies.
Shell's deep water diet in era of uncertain marginal demand.
https://www.wsj.com/articles/shell-goes-on-a-deep-water-drilling-diet-1490024220
Safety signal in mice with regards to fxr so value for that is uncertain until more clarity.
http://www.journal-of-hepatology.eu/article/S0168-8278(17)30062-4/fulltext
thx. I still own the shares I bought on the dip into low 20's from last year. Have also traded out of some in IRAs via option assignment. HCV gets a low npv and nobody knows how GILD will respond to g/p competition so there are uncertainties in market share and pricing.
Two scenarios. Flat revenues, half of your best case growth guess.
What would be a non-bargain level EV iyo?
PTHN has performed significantly under expectations the last 3 Qs so interesting delayed reaction.
Roth conference slides
http://wsw.com/webcast/roth31/adro/?lobby=true&day=2
I only see one publicly traded law firm based out of Australia.
ZSAN - they have warrants outstanding that are convertable to 9.6M shares with potential proceeds of 14.4M to company so they don't have to raise. However, market cap is already at my guessed discounted value. I sold out.
Sure, my first post to Dew I wrote about the need to raise money this year. PDUFA will be 2019. Discount back my guess for 2 years and subtract out another discount for offering and you will be in the high 3's. And it could get into the 4 handle before it happens. All wild guesses for discount rate and end valuation at this point. I assumed $120M valuation post pdufa.
ZSAN - still not sure what the valuation ought to be. Guessing $60M or somewhere in the mid-3s using Teva's purchase as guide. Still I sold half @2.5 of what I bought 2 days ago at prices ranging 1.8-2.1. Wait for the other half to get to my guess.
Not quite, it was the first time ever that the emergency spillway had to be used so they have no idea how well it was going to work. It does beg the question of how well current emergency spillways are designed for severe floods that will occur more frequently with warmer oceans. Oroville is one of 40 with height greater than 500 feet with similar spillways.
Good point regarding branding. If Audi is right about 400-500 mile range at the high end and I am guessing half that offered at the entry level, IMO there won't be much room left for petroleum powered passenger cars unless oil prices drops a lot. Looking at Tesla, the range seems to be going up 10-15 miles/year. Many existing brands will not make the transition.
A friend switched recently from X5 bought 2 years ago to Tesla X recently. That was a surprise as he drives far as part of his business to different manufacturers on the west coast. Another one switched from Volt to Tesla S as he was so pleased by the Volt and the lease was up. I see i3s around and a few i8s, I consider those a waste of excellent engineering. Either go gasoline or EV, hybrids are neither here or there IMO. BMW has no choice but to go full electric at the high end. Tesla is eating Mercedes and BMW high end business where I am. Having driven/ridden those cars, luxury car makers are scrambling to catch up or should be.
Audi's perspective on EVs. 30-40 brands will go completely electric in 10 years. Fully charged driving ranges of 400-500 miles. All this while WSJ wonders why super majors are slow on mega project spending. IMO the best journalists have left since Murdoch's takeover.
http://wardsauto.com/nada-convention-and-exposition/audi-dealers-should-embrace-ev-movement
It's been years since I was in labs and that is the go to company for analytic balances plus all sorts of other measures such as moisture. I don't remember seeing other brands of balances on the benches. We never told the techs what to buy, they chose.
Mettler Toledo looks like a rocket.
Thx. Last known offer prior to Teva's was around $112M or 3-4X higher than where ZSAN is trading today.
Teva bought out a battery operated patch maker for $144M in 2014. http://www.reuters.com/article/us-nupathe-acquisition-teva-idUSBREA0K0NU20140121
ZSAN - any thoughts on the valuation? Seems low but then they will need to raise money this year.
The segment doesn't mention the specific checkpoint inhibitor used so can you expand on how you arrived at your guess. I checked the ucsf site for head and neck cancer trials already.
Yes, awful. I can't remember the last time WSJ did a quality in depth analysis of industry trends. I calendared a reminder not to renew when the time is up.
Option pricing suggest a move of ~$10 or around 4% in either direction.
Bolt is the only pure EV of the 3 and I assume you know that so what's your point? It is surprising to me that Bolt is not do better. Do you know what GM's manufacturing capacity is for Bolt?
Ok. Thx. FIFO makes more sense for a ratio. I was confused by the fish graphic they used in the following link using weight a metric https://aquabounty.com/sustainable/
I don't understand how aqb can get close to 1:1 feed to weight gain yield that they seem to be claiming particularly in closed systems (isolated fish ponds) compared to open systems such as those used by northern Norwegian farms. 1.2 is already quite high. How much faster does the GM salmon grow compared to existing farmed salmon?
RE AQB
https://aquabounty.com/innovation/
Not sure what to make of claims that seem to defy the conservation of mass if not energy.