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Kevin Quon

 
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  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Saw it before, but no details about it yet. Definitely an interesting peek into the next wave of healthier food imo.
    Feb 1 05:58 PM | Likes Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Dr. Frost has begun buying again. Investors should take note of the last two sentences in my article:

    Form 4:
    http://bit.ly/XYnRvX

    "Investors may find it more ideal to wait for volatility to calm down before reevaluating the attractiveness of the stock. When (and if) Dr. Frost continues to buy more shares, this could also serve to be an effective cue as the CEO has already proven himself to play a significant role in supporting the share price."
    Feb 1 12:07 PM | 1 Like Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Thanks, Josh. I'm not so sure what his intention is although I have no doubt he's very bullish on the company in the long run. While I am as well, I'm inclined to believe he's also heavily supporting the stock in order to finance it on more favorable terms. Nothing wrong with that, and savvy when he already has the capital to do it. That being said though, it would also make sense to stop purchasing after a major offering. His buying has become a major cue and I'll wait until he starts again in order to begin my own as well. Still bullish overall, but just thought it was worth mentioning.
    Jan 31 05:47 PM | 1 Like Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Small Cap Hedge Fund Guy,

    Relax. I would hope its crystal clear that my own sentiments about the company have not changed. As an investor in Opko myself, it's good to see that Frost has participated in the offering as is to be expected given the dilutive nature of it. However, convertible notes are not open market purchases (and these in particular have at 3% interest through 2033).

    While I personally hope for the buying to continue, there was still a 1-week gap between January 16 & January 23 (The date which the offering was even first proposed) that was missing from the consistency of Frost we've grown accustomed to that merits explaining if his pause was solely due to the offering. Until he begins buying again, it stands as a development that investors can take it into consideration in light of a volatile share price.

    I think its interesting to point out that Opko raised capital in March 2011. March 9, the company priced the offering found in the 8-K here (http://bit.ly/ThL9zG).

    Frost bought on March 9 (http://bit.ly/14tYLKA)
    Frost bought on March 10 (http://bit.ly/ThL9zI)
    Frost bought on March 11 (http://bit.ly/14tYLKC)
    Frost bought on March 14 (http://bit.ly/ThLbHZ)

    On March 14, the company closed the offering found here (http://bit.ly/14tYOq2)


    Offerings have not exactly terminated Frost's insider purchasing habit prior to their closing in the past. All this aside, let it be known and reiterated again, I am still long & bullish on the company in the long-term. So calm down and re-read what I wrote as I'm not advocating investors to sell. As clearly seen in my disclosure, I am bullish on the company.
    Jan 31 05:37 PM | 1 Like Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Same here.
    Jan 31 09:20 AM | 1 Like Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Possibly. But let us recall that this offering was proposed on January 23. The last date of his purchases was on January 15. I am long the company despite the fact I believe that price will fluctuate wildly in the short-term.
    Jan 31 09:19 AM | 1 Like Like |Link to Comment
  • Opko Health's CEO Stops Buying Company Stock [View article]
    Possibly. But let us recall that this offering was proposed on January 23. The last date of his purchases was on January 15.
    Jan 31 09:14 AM | 1 Like Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Or rather its simply because the contingent Dow agreement was always for Moema....

    Then again, for someone who believes in Big Foot, you're entitled to believe whatever you want.
    Jan 29 09:26 AM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Yeah. No comment there. It's his baby, I say let him say whatever he wants about it. But there was definitely more going on than mere shakeups, worries & shortcomings.
    Jan 29 03:21 AM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Stephanola,

    Szym is scaling just fine. You might want to consider this article here: http://bit.ly/Y2beFd

    I'm not sure what you mean by target schedules, but the next major scale-up should occur with the Moema facility which is on track for operations come 4Q2013. The company's already running in 128,000-L tanks @ Peoria, and we're looking at around ~600,000-L tanks at Moema. As shown in the last link, the company's now already proven in 500,000-L tanks suggesting scale-up risk is pretty much addressed at this point. If nothing more, the Clinton facility's 500,000-L tanks will do just fine for large scale commercial operations even if the company can't get up to Moema's 600,000L tanks (unlikely)..

    There really aren't any additional plans for more scaling after this. At least none that have been announced. No need really, although someone might get ambitious down the road.
    Jan 28 06:52 PM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    From what I understand, it's the whole ingredient. There are many applications for food though. So maybe we're thinking of separate things?
    Jan 28 06:46 PM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    OK. So basically, no proof of your ongoing allegations.

    Wait, you paid someone to show you how their algae is grown? Isn't there a pool of water you could've watched instead?


    And heterotrophic works just fine, lvandertag. Check out a scientific report for a change: http://bit.ly/YZNj4W
    Jan 28 01:01 AM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Fosters,

    You know, I thought of that too since it did seem odd. But then again, the transcript would seem a bit weird if that were the case. Here's the quote:

    "Acting Chairman Sears asked who would be SRN's customers. Mr. Billig stated that the customers would include Sears, General Mills, ConAgra, Cadbury, Hershey and Kraft."

    So would the customers include Chairman Sears, GM, ConAgra, etc? Seems like a bit of a heavy translation error if not correct.
    Jan 27 05:38 PM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    @ivandertag,

    As stated in the original press release from Propel found here: (http://bit.ly/WGBfWv)

    "The month-long pilot program provides the industry’s first opportunity to test consumer response to this advanced renewable fuel."

    But of course, you already knew that, lvandertag, and are trying to make a case using a fact others might not consider. The fuel was only scheduled to be offered for a month. Haha I find it funny that you also don't believe in the company's product and yet you now claim you just so happened to be located in redwood city & that you just so happened to buy a product you don't believe in. Lo & behold, that you would also just so happen to be an expert & know what its made out of.

    Your fibs keep getting better.
    Jan 27 05:32 PM | Likes Like |Link to Comment
  • Are You Ready To Eat Algae? Solazyme Knows You Are [View article]
    Haha, a difficult job indeed.
    Jan 27 05:27 PM | Likes Like |Link to Comment
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