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G. Hudson

 
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  • Don't Get Your Hand Caught In The Herbalife Cookie Jar [View article]
    So the FTC makes this announcement and we hear from all the shorts how this is going to be a major problem for Herbalife and other mlm's ---> WAIT A MINUTE -> WE DIDN'T HEAR ONE WORD FROM THE ACKMAN CAMP ????????????????

    REASON= THINK ABOUT IT----> HMMMMMMMMM

    REAL REASON-> If you are closing out your short position by buying shares of HLF-> you can get into a lot of trouble for making negative comments to try to manipulate the share price lower = THE SILENCE IS DEAFENING FROM THE ACKMAN CAMP!!!!!!!
    Jan 6, 2014. 11:02 AM | 1 Like Like |Link to Comment
  • FTC initiative targeting deceptive weight-loss product claims hits MLMs [View news story]
    Over -reaction -> I'll give anyone odds that Herbalife's name is not even mentioned during this press conference but at least FTC gets some good press-

    This conference is NOT ABOUT HERBALIFE->

    FTC Announces Initiative Against Deceptive Claims Made by National Marketers of Fad Weight Loss Products; To Hold Press Conference Tuesday, January 7, 2014, at 11:00 AM ET (Benzinga
    Jan 3, 2014. 12:35 PM | 7 Likes Like |Link to Comment
  • PharmAthene Is A Bargain: Significance Of Recent Legal, Pipeline, And Merger Developments [View article]
    Jeff,

    I appreciate your efforts to explain this case. As everyone who is following this debate knows, I do own shares in both companies but own significantly more shares of SIGA. I still believe SIGA will come out on top but actually hope PharmAthene does receive a significant award as it will basically be tax free as a result of their tax loss carry forwards which will offset any potential income from an award.

    I believe everyone reading this article should go back and re-read my Seeking Alpha article-

    http://seekingalpha.co... -> "PharmAthenes Damage Award Will Be Limited To Reliance Damages" along with the following excerpt from page 43 of PharmAthene's September 9, 2013 SEC filing of form S-4 where PharmAthene explains the risks of SIGA's drug ArestvyrTM-

    http://bit.ly/JHNmRO

    "Even if the Delaware Court of Chancery does provide PharmAthene with a remedy that provides PharmAthene with a financial interest in ArestvyrTM, PharmAthene may never receive any proceeds from SIGA’s future sales of that product.

    In addition to the risks that ordinarily accompany the development and commercialization of biodefense products, including with respect to government contracting activities (including protests filed by third parties), competition (which with respect to ArestvyrTM includes potential competing products being developed by Chimerix, Inc.), FDA and other regulatory approval and commercialization efforts, which are described elsewhere in PharmAthene’s risk factors, any interest PharmAthene may have in future sales of SIGA’s product ArestvyrTM and related products is subject to additional risks.

    In particular, SIGA’s ability to deliver product to the SNS (and potential foreign government purchasers), and the timing and profitability thereof (including the timing of SIGA’s recognition of revenue related thereto), are subject to a number of significant risks and uncertainties (certain of which are outlined in SIGA’s filings with the SEC) as to which PharmAthene has limited knowledge and no ability to control, mitigate or fully evaluate. PharmAthene has no first-hand knowledge of, and SIGA has not publicly disclosed, any information related to the potential margins or profitability of ArestvyrTM and related products."

    MY COMMENT: So if PharmAthene, even at the date 9/9/2013, believes there are a lot of unanswered risks for the profitability of ArestvyrTM , how can they expect to receive expectation damages-> Read and research footnote #99 of the Delaware Supreme Courts opinion that further explains the requirements for an expectation damage award and adds more definitive instructions to the Delaware Supreme Court's directive "damages award consistent with this opinion":


    "99 An expectation damages award presupposes that the plaintiff can prove damages with reasonable certainty. Callahan v. Rafail, 2001 WL 283012, at *1 (Del. Super. Mar. 16, 2001)(citation omitted) ("It is well settled law that 'a recovery for lost profits will be allowed only if their loss is capable of being proved, with a reasonable degree of certainty. **********No recovery can be had for loss of profits which are determined to be uncertain, contingent, conjectural, or speculative.**********...

    I REPEAT->**********No recovery can be had for loss of profits which are determined to be uncertain, contingent, conjectural, or speculative.************
    Dec 31, 2013. 11:55 AM | 3 Likes Like |Link to Comment
  • Ackman Still On Side Of The 'Angels' In Spite Of Mark To Market Loss [View article]
    Matt-> "I have fallen and I can't get up"
    My answer-> "Call 911 and cover your HLF short"

    PREDICTIONS:
    1) Ackman is and has been in the process of covering his HLF short over the last 2 quarters (NOTE: Telling everyone that he sold puts (I believe cheap puts way out of money) was his way to make other shorts stay in the game & not cover)

    2) If Ackman hasn't covered all of his shorts by December 31 of this year 2013- he will have covered a significant amount of them & will have another "Put story" to save face & to try to prevent other shorts from covering (THOUGH I wouldn't be surprised if he had covered by Dec 31 or shortly(within days) thereafter.

    3) The moment Ackman has found his way out of the trade, these articles by Matt & Quoth will disappear = coincidence = hmmmmm = I think NOT

    NOTE: If you were Shane Dineen, you would like to be as far away from this as possible- wouldn't you? So where in the World is WALDO?????
    Dec 21, 2013. 08:38 AM | 8 Likes Like |Link to Comment
  • Can I Get Bullish On Herbalife Now? [View article]
    SHORT SQUEEZE is still coming!!!

    As already mentioned- shorts have to get through all the stages of grief-

    Denial
    Anger
    Bargaining
    Depression
    Acceptance

    To try to figure out where most shorts are at in this process, we need to only look at the title of this article- "Can I Get Bullish On Herbalife Now?"

    From this title we can see the author is doing a little bargaining but then responds- "absolutely not." which seems to indicate a combination of denial & anger.

    So I think as HLF's share price rises even further, we may see some signs of depression and then when their leader, Bill Ackman, announces he has snuck out of his position losing billions of dollars for his investors, I believe acceptance will occur and HLF's share price will be off to the races and will exceed $100 per share!!!!!
    Dec 19, 2013. 01:52 PM | 4 Likes Like |Link to Comment
  • A Case For Buying Both Siga And PharmAthene [View article]
    One of my contentions is that both companies made mistakes in the overall attempt at either merging or signing a licensing agreement. At minimum- if there is an attempt at signing any type of agreement, between companies, the attorneys should include a provision that specifically defines the damages from the party backing out of the agreement. The court system should not be relied upon to determine outcomes of incomplete documents.

    Apparently Theraclone's attorneys were smart enough to put a termination fee in their merger agreement. What a profound thought. Here is the title, excerpt & link- "PharmAthene Announces Termination Of Merger Agreement With Theraclone Sciences" - EXCERPT-> "Accordingly, PharmAthene has cancelled the Special Meeting of Stockholders scheduled for December 3, 2013 and will pay Theraclone a $1 million termination fee"

    http://bit.ly/1fmBZtm;highlight=

    So if PharmAthene is allowed to introduce new evidence, I would think SIGA should be able to introduce the fact that a proper termination fee should only be a million dollars not a lotto winning ticket award!! Judge Parsons are you listening??
    Dec 18, 2013. 09:02 AM | 4 Likes Like |Link to Comment
  • Herbalife controversy rages as stock marches higher [View news story]
    Ackman finally figured out JC Penney but it took him a little while and a lot of his client's money NOW he's a little slow on Herbalife but you can bet your bottom dollar that he won't clue in other shorts while he tries to find a way to the exit.
    Dec 17, 2013. 01:07 PM | 1 Like Like |Link to Comment
  • Can I Get Bullish On Herbalife Now? [View article]
    Surprise, surprise, surprise = NO SURPRISE

    Denial is not a river in Africa or is it?
    Dec 17, 2013. 12:02 PM | 5 Likes Like |Link to Comment
  • Herbalife controversy rages as stock marches higher [View news story]
    Comment: " it could serve as a nail in the coffin for the bear case"

    MY THOUGHTS- "there are probably even more nails to come"
    Dec 17, 2013. 09:07 AM | 5 Likes Like |Link to Comment
  • A Case For Buying Both Siga And PharmAthene [View article]
    Court hearing update:

    Wednesday, December 18, 2013

    9:15 CA#8856-VCL Vice Chancellor Laster Trial Constellation Energy Partners Mngmnt, LLC, et al. v. Brunner, et al.
    9:30 CA#8625-VCN Vice Chancellor Noble Trial Caspian Select Credit Master Fund Ltd. v. Key Plastics Corporation
    10:00 CA#2627-VCP Vice Chancellor Parsons Evidentiary Hearing Pharmathene v. Siga
    10:00 CA#7977-VCG Vice Chancellor Glasscock Evidentiary Hearing Miller v. National Land Partners LLC
    1:30 CA#2627-VCP Vice Chancellor Parsons Evidentiary Hearing Pharmathene v. Siga
    1:30 CA#8373-VCG Vice Chancellor Glasscock Settlement Hearing Koehler v. NetSpend Holdings Inc.
    Dec 17, 2013. 08:56 AM | 1 Like Like |Link to Comment
  • Herbalife soars on re-audit, Icahn comments [View news story]
    AND will probably get darker for HACKMAN when his investors pull their money from his fund if he tries to continue this battle AND THEN IT WILL DAWN ON HIM that he shouldn't have ever taken on Herbalife
    Dec 16, 2013. 11:30 PM | 1 Like Like |Link to Comment
  • Herbalife says no "material changes" after PwC completes re-audit [View news story]
    AND short more money too!
    Dec 16, 2013. 05:00 PM | 2 Likes Like |Link to Comment
  • Herbalife says no "material changes" after PwC completes re-audit [View news story]
    I guess that makes my Dec 21 puts at $60 good THAT I SOLD = MONEY IN THE BANK!!!!
    Dec 16, 2013. 03:55 PM | 3 Likes Like |Link to Comment
  • Herbalife says no "material changes" after PwC completes re-audit [View news story]
    Don't worry shorts-> Matt & Quoth will explain why this isn't important
    Dec 16, 2013. 03:49 PM | 10 Likes Like |Link to Comment
  • 20 Common Sense Holiday Reforms For Herbalife [View article]
    Am I missing something here- hmmmmmmm -> WHAT'S MISSING???

    So now that the new auditor has validated Herbalife's -> Matt -> what now - when do you write your next article?????????

    Can't wait to see how your detailed analysis explains this but please don't take this to personally since I am sure you, if anyone, can explain it away!
    Dec 16, 2013. 03:43 PM | 2 Likes Like |Link to Comment
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