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Chris Bunge

 
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  • Cancer Genetics: Major Upside Through Proprietary Tests [View article]
    Following the call yesterday AEGIS reiterated today that they have a 12 month PT of $35.. I believe this is achievable given the growing interest for their prop tests and solid partnerships and opportunities with their SelectOne Program.
    Mar 27 09:22 AM | Likes Like |Link to Comment
  • Aceto: Growth Via Health And Nutrition Trends [View article]
    Big news out of Aceto: They are acquiring Pack Pharmaceuticals for $100M (80M Cash, $5M stock and potential $15M earn-out). They plan on closing on this deal in the back half of April (which is a positive given the short timeframe).

    PACK has a pipeline that includes 22 abbreviated new drug applications which have been filed with the U.S. Food and Drug Administration and approximately 30 additional generic product candidates which are in varying stages of development.

    The deal is big because it will significantly broaden Aceto's pipeline and will set them up for accelerated growth and margin expansion..

    One big question remains: How much sales Pack Does? Also, if sales are minimal--then ACET obviously paid up for the large pipeline candidates.

    Also, if the deal is immediately accretive to earnings?

    The stock should continue to trade up to the call once the deal closes. ACETO is a two year play and if Pack works out the stock could easily touch above $30 sometime in 2015..

    Best, Chris
    Mar 27 08:16 AM | 2 Likes Like |Link to Comment
  • Energy Recovery: Is Silence Golden? [View article]
    Great write-up Esekla. My thesis and PT remains similar to yours.
    Mar 9 07:04 PM | Likes Like |Link to Comment
  • Chemtura: Major Restructuring With Earnings Growth On The Horizon [View article]
    Q10, thanks for reading.

    Find below Chemtura's business segment on their website entitled "petroleum additives."

    http://bit.ly/1qmp80X
    Mar 9 01:13 PM | Likes Like |Link to Comment
  • Energy Recovery, Inc.: Inflection Point Is Here [View article]
    Thank you happyjoe122.

    Buffett222, ERII is a leader in desalination. ERII's products and expertise allow the energy consumption from the desalination plant to be reduced by over 60%. This type of breakthrough is shown in their market share of ~90% within desalination.
    Mar 7 11:32 PM | Likes Like |Link to Comment
  • Energy Recovery, Inc.: Inflection Point Is Here [View article]
    Randyeyler, thank you for commenting.

    I purposely did not highlight my 2014 EPS. My thesis stated that ERII will trade on orders and backlog. As an investor I am more concerned with the longer term prospects of a company, I leave the short term beats and misses up to the traders. If Amazon and many other companies trade based upon future earnings-- why can't ERII? If you believe in the thesis (which I believe you do), then ERII will trade based upon orders/backlog, not short term numbers.

    An analyst today, gave us as investors a bone downgrading the stock. His analysis was more short-term oriented as management held back on giving 2014 guidance.

    I appreciate any rebuttal you have,

    Bests.
    Mar 7 06:30 PM | 1 Like Like |Link to Comment
  • Energy Recovery Inc.: The Little Company With The Big Technology [View article]
    ERII reported.. Release looks great.. Call 7:30 a.m PT, tomorrow ..
    "Specific to oil & gas, we are making noteworthy progress on our pilot projects—so much so in fact that we were willing to accelerate the sales and marketing investment based on initial observation and feedback. We are now proceeding rapidly toward full commercialization with the benefit of a global, dedicated direct sales force. Accordingly, we anticipate meaningful orders from oil & gas customers in 2014. "
    Mar 5 04:20 PM | Likes Like |Link to Comment
  • Alcobra: The Next Big Thing In ADHD [View article]
    I appreciate it. I meant to link your article for Alcobra. You did a fantastic job thoroughly discussing the ADHD industry.

    http://seekingalpha.co...
    Feb 27 11:51 AM | 3 Likes Like |Link to Comment
  • Cytori Therapeutics: Global Patient Stem Cell Demand Builds, Important Short-Term Catalysts Ahead [View article]
    Hey, you write the articles ;)
    Feb 25 01:52 PM | Likes Like |Link to Comment
  • ANI Pharmaceuticals: Nothin' Generic About It [View article]
    ANIP above $34 w. strong volume
    Feb 25 01:39 PM | Likes Like |Link to Comment
  • ANI Pharmaceuticals: Nothin' Generic About It [View article]
    @gca, Still see significant short term(less than 12 mo) catalysts. If you bought shares since my recommendation, you would have already been up ~14%. Just because a stock is up a great percentage doesn't mean that there still isn't room to grow.
    Feb 24 09:50 AM | Likes Like |Link to Comment
  • Cytori Therapeutics: Global Patient Stem Cell Demand Builds, Important Short-Term Catalysts Ahead [View article]
    There was a CT Order placed. Someone is building a decent sized position.. Up big today.
    Feb 21 10:05 AM | 1 Like Like |Link to Comment
  • ANI Pharmaceuticals: Nothin' Generic About It [View article]
    Thanks for commenting, bababoubou

    I think you can look back at QCOR in late 2009/2010. They had a drug in which they were basically the only ones in the market. They finally realized this and raised pricing significant, the stock went from $5 to $45. There is so much possibility with ANIP, not only in their EEMT & Opium segment but also in their internal pipeline as well as the acquired TEVA products.
    Feb 21 07:50 AM | Likes Like |Link to Comment
  • Cancer Genetics: Major Upside Through Proprietary Tests [View article]
    CGIX had a press release today:

    The Company estimates that the new contracts increase its total SelectOneTM pipeline to over $13 million in revenue over the next two years.

    Within my model that can be found above, I believe they can do $6.8M in revenue from SelectOne in 2014 & $7.7M in 2015. This is in line with the press release today.

    http://yhoo.it/1fC375L
    Feb 20 09:17 AM | Likes Like |Link to Comment
  • Cancer Genetics: Major Upside Through Proprietary Tests [View article]
    Takeone1, Appreciate it. Definitely worth a look considering the partnerships w. big bio/pharma. GILD & Roche don't just do these partnerships, they clearly have a vision in the genetic testing space.
    Feb 14 07:44 AM | Likes Like |Link to Comment
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