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Grabbed a bunch and sold a few puts. Puts are extremely illiquid so have to go small and spoon feed. Will do more if a retest of the lows happens although I doubt it will get into the high teens as yesterday. Those prices made no sense. Even current price is questionable as most of the money coming on to the balance sheet has been milestone payments. My average cost is in the mid 20s now. What a gift.
Darn it .... I was traveling and missed the negative EV. I hope it sticks around.
Nevermind, found the posts on 10/8. DD - who else.
I did not find any comments on Ocrelizumab MS results. Seems like it will have an important impact on the future of GA sales.
http://www.medscape.com/viewarticle/852791#vp_4
What would explain the step change?
Noticed a post on YH saying that V scripts jumped in last week's IMS data. I haven't found anything to confirm this. Has anyone seen this data? If so, what would be the reason and the sustainability of the higher scripts.
IMO Schulich is just bluffing for a higher price. If he believes in what he said, he should sell out and use the money to buy other bargains that are sitting in plain sight, from his perspective.
SU buys out remainder of COS at 43% premium.
http://finance.yahoo.com/news/suncor-energy-commences-offer-outstanding-103000655.html
Reminds me of the Mukluk mirage. Reserves can be added at much lower cost in the public markets now.
I sold the warrants early and bought the stock for effective prices of 0.8-0.9. Good to see the CEO and CFO fully exercise their warrants at 1.1.
If you are speaking of the $30 strike, seems like a lotto ticket with around a 3% chance of being in the money. What would be a reasonable upside in the case of victory in Lovenox case?
Regarding the $55M inventory stocking number, what is your error bar around that number?
Must have been really high expectations for sales of vdrive. They sold one in q2 if recollection serves.
http://ir.stereotaxis.com/phoenix.zhtml?c=179896&p=irol-newsArticle&ID=1842118
Yup. Sure looks like a bottom on Monday. The stock has had some volatile spikes followed by long down drafts. Q2 results were ho hum.
The extreme was -38 in Nov 2013. Last several months have been -14 to -12. 5 yr average looks like around -16 or so.
The differential is at the high end of the historic range. Is there something going on with Canadian refineries or pipeline problems? Not much reaction in heavy oil operators stocks.
http://economicdashboard.albertacanada.com/EnergyPrice
I go back a ways with Gary Pope and Larry Lake and you still have not idea what you are talking about. Certainly not about what the editor's role in putting together engineering handbooks. Furthermore, none of the university programs developed SAGD. It was Imperial and Aostra that did most of the work and chemistry is simple for tar projects.
PS. when you are in a hole, stop digging.
I know. Natco makes good stuff and offers a good service for reasonable costs. If you work for them or a competitor, I wish you the best through this downturn. There just isn't much room for incremental value added to further R&D in the chemistry of thermal oil recovery unless companies decide to do insitu combustion which I doubt will ever happen.
Would that be your degree or your posts?
My early in the year guess was off by a month but it is happening -
http://www.eia.gov/dnav/pet/PET_SUM_SNDW_A_EPC0_FPF_MBBLPD_W.htm
You are fixated of stuff that is already managed well in thermal oil recovery. Many books have been written about how to manage it and it is a small part of production cost. Tar is tar whether it is in Canada, California or SA. Out of the $26/bbl total production cost of Suncor, my rough guess is that chemical cost is around 50 cents and certainly less than $1. The majority of the cost is steam. Observations wells and the sensors that go into them are all about managing steam.
http://petrowiki.org/File%3AVol3FCECover.png
Noticed the difference between how Suncor and Cenovus operate their thermal projects. Suncor will take the project off of Cenovus hands if they are willing to sell. It is not about chemistry whether during production or refining. It is all about managing heat transfer and keeping the reservoir hot. The Saudi's cannot land a punch but the climate debate may.
(from IV)
Burkhardt's HRS 2015 presentation available now
This is very strong endorsement coming from Natale's group. The system is better than elite hands for left sided VT. I think it is time for ALL the top VT programs in the world to adopt Epoch. There is no excuse left not to provide the standard of care.
What are you referring to when you say "complicated chemistry" if you are not talking about the SAGD process? The WSJ article is about cutting corners on observation well spending, not chemistry. Because there is nothing mysterious about the chemistry. Oil companies have been producing tar with steam for many decades now.
SAGD is a viscosity dominated process and the addition of butane at dry steam temperatures does not significantly alter the insitu oil properties. It could occupy space in the steam cavity so that would be of some benefit. The biggest benefit would be some mixing in the wellbore making lifting easier. All minor stuff compared to viscosity reduction as heat is transferred to the oil.
Not really, it is simple if you spend the money to monitor reservoir heating. Or you can make it difficult by cutting out observation wells. Fortunately, this is not a deepwater project and results won't be fatal and it is reversible. Stupid decisions tend to be made in reaction to unreliable extrapolations of volatile oil prices.
Regarding PVCs triggering VT/VF and extra shocks from ICDs. Right and left papillary muscle ablation via STXS. Something that couldn't be done before STXS because of safety and non-precision.
http://www.ncbi.nlm.nih.gov/pubmed/24946987
There is a high probability that you will be super excited. Luv the car..
L48 oil production ex-GOM down around 100K bbls from last report. GOM production up 100K to cancel onshore decline. IMO US production will start noticeable decline in the next report.
to ash --- no idea. Comparable companies are cvrs, hnsn, catheter robotics, topera, cardio insight. If sales growth visibility develops ... perhaps $10 depending on dilution. Russian system installed last year is at 800 procedure/yr run rate. Lots of systems obviously under utilized but system has all the parts now to be as fast as skilled hands with 1/10 complication and 1/3 fluoro. Increased procedure time was the major complaint with older generation systems. Also takes a long time to cycle from sales to installation.
Kaiser in SF bay area describes how they ablate AFib patients. First line is cryo if the patient is early in progression and still paroxysmal. More complex cases and second procedures require RF and likely the use of STXS system. From another source, EP Lab, the split for cryo vs RF is 60-40. IMO Kaiser in LA will probably end up with the same process and split. Perhaps a couple of hundred complex procedures per system per year as a rough estimate. System is also being used in some right sided procedures as well.
http://mydoctor.kaiserpermanente.org/ncal/Images/atrial%20fib%20ab%20final_tcm75-858499.pdf
"Why spend $70,000-$90,000 for a Tesla,"
Why spend that amount buying any car period for any distance? We have high school kids around here tooling around in their parents hand me down S550 while the parents are driving the S. If you are buying in the price range, you get the best car for the money and those ain't ICE cars any more.
"The Tesla models, are way overpriced that I would agree with"
That depends on what spectrum of the market you are shopping at. If you are looking at something over $50K, I think all ICE sedans look over priced in comparison to Tesla S 70, unless you are doing very long commutes frequently. That's why Mercedes and BMW are going down market to compete in the $30K+ arena with Japanese cars. Model X will make all other higher end SUVs obsolete. Stock price is pricing in success and there will be volatility.
"I will never buy another gm in my lifetime fact...." The last time I bought one was 1979. The time I bought a Ford was 1986. I doubt I will ever buy Detroit again after talking with an engineer that worked at F about how they made decisions regarding design compromises and subsequent repairs at great expense and wasted time. Tesla is to ICE cars as iPhone is to Blackberry.
It's always good to see relative strength but this is only the first day of a correction that is of unknown duration and enta was 20-30% lower not that long ago.
Barely a year on the job and 2 years of severance. She negotiated a nice employment contract and they WANTED her to leave.
Tesla driving in China ....
http://www.bloomberg.com/news/articles/2015-06-25/tesla-s-most-excellent-adventure-china-edition
I saw half a dozen yesterday going from my town center to home, a stretch of a few miles and 10 minutes. The other luxury car brands are going to be in trouble when the X starts selling.
Kaiser now has 2 systems in California. The first one was installed in Santa Clara and running for a few years. The recent one was installed in Los Angeles late last year. For a tight wad HMO like Kaiser to install another system says something about the cost effectiveness of this expensive equipment.