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Michael Collins  

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  • Ackman Ups Valeant Stake, We Stay Cautiously Optimistic [View article]
    Bronte Capital latest exposee out 20 mns ago is a total checkmate on $VRX and Ackman

    It appears these fools have gone and registered dozens and dozens of fake pharmacies across US States. All named after chess pieces and Stephen King novels, all with the intention of defrauding insurance companies.
    Nov 25, 2015. 09:18 AM | 13 Likes Like |Link to Comment
  • Eros: Revising Our TopCo Analysis [View article]
    I agree because they have editors that proof these and accept the submissions, so they cannot hide under the 'not responsible for what users post on the internet etc" free speech defense.

    They have edited, approved, and put forward this material, hence they actively help propagate the lies in cases like this.
    Nov 20, 2015. 10:25 AM | 7 Likes Like |Link to Comment
  • Eros: Revising Our TopCo Analysis [View article]
    I think Seeking Alpha editorial work has been appalling letting this slip by. They need to use a little stricter editing to stop people flapping away like this.

    This is not in the same class of the body of work provided by Bronte Capital and Citron Research.
    Nov 20, 2015. 09:55 AM | 5 Likes Like |Link to Comment
  • Eros: Revising Our TopCo Analysis [View article]
    Your glaring errors have completely discredit your past work and showed that these accusations are filled with little else but innuendos and misrepresentation.

    Going on about screen grabs and 1 missing Film title? please.

    You also showed a fundamental lack of basic accounting and knowledge of the film business.

    Good luck, but i think this muckraking is amateurish at best and generally a discredit to the Seeking Alpha community.
    Nov 20, 2015. 09:40 AM | 18 Likes Like |Link to Comment
  • Mesoblast, An Aussie Biotech Cooking Up A Turkey For American Investors [View article]
    Great Read. I wish Don Dion from SA would retract his recommendation before readers get burned. I might short the opening cross.
    Nov 11, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • Mesoblast IPO: A Chance To Take Off In The US [View article]
    1.) This is not an IPO but a secondary, usually these 'mis marketd IPOS' open down as fast money is easily fooled into these.
    2.) might want to che check this short thesis here and pull your recomendation before readers get burned:
    Nov 11, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • BlackBerry's Priv Getting Great Initial Reviews [View article]
    so pretty much its a total toss up? 60/40 on 5 observations=statistic... meaningless exercise in Pumping BBRY.

    Oh Welll, I've certainly could be said to have pushed this stock a few times.
    Oct 21, 2015. 04:10 PM | 4 Likes Like |Link to Comment
  • BlackBerry: Another Curious Takeover Rumor [View article]

    She's fired .. like tomorrow..
    Jan 14, 2015. 06:22 PM | 3 Likes Like |Link to Comment
  • Antares Pharma faces an extended Phase 3 QST study [View news story]
    Funny. Trading down 10% in pre because of one case of hives on a fringe product on its pipeline?

    Makes no sense until you realize lots of jittery retail money in here.
    Jan 13, 2015. 08:49 AM | 3 Likes Like |Link to Comment
  • Generic EpiPen Could Give These 2 Stocks A Jolt Of Adrenaline [View article]
    Great article. It is hard to trying to extrapolate these numbers and you had done a fair job doing so.

    What really strikes me is the paltry Antares market cap of $350 million given some of the figures you are throwing about.

    Thanks for the article.
    Dec 8, 2014. 05:21 PM | 1 Like Like |Link to Comment
  • Is Burger King Risking Top Line For A Better Bottom Line? [View article]
    Hmm.. ..52 week high was 34.20 for BKW, not even close to $39?

    You fail to mention the reason behind mass revenue drop and seeming margin expansion: they are becoming. A total franchise business.

    Also, these guys are not aiming for US growth, but EM growth. 3G, who own Annheiser Bush, are experts at that.

    YouGov poll info will soon revert after the headlines drop from collective memory.

    Thanks for the article.
    Sep 13, 2014. 05:57 AM | Likes Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    When you take away the hardware related 'services revenue' what is left? A paltry MDM revenue that will be attacked by Apple/IBM.

    So grabbing the 'services revenue' as a life raft while dismissing the hardware that generates silly.

    There is little hope other than a buy out / break up now.

    That being said I love the hardware.
    Aug 18, 2014. 11:55 AM | 9 Likes Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On 'Patent Trolls' [View article]
    How can they possibly ever justify their $1M board member compensation ? Really?

    Come on guys. The writing was on the wall here.
    Aug 17, 2014. 01:20 PM | 1 Like Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On 'Patent Trolls' [View article]
    Maybe its important to mention that the BOD of Vringo pays itself $1M per member per year...compared to fortune 500 companies that pay their board members $125K.

    That should have been the warning right there that this was little more than a pump and dump scheme.
    Aug 17, 2014. 12:17 PM | 4 Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Investors who shorted naked here (safe assumption most have) have T+3 to deliver stock. They can buy back at T1, so assuming they begun shorting Monday, they have to buy back on Thursday-Friday latest assuming their brokers have an exchange seat enabling investors to buy and settle on T1.

    This is like creating an artificial 'borrow' for two nights only.

    So if there is going to be dead cat bounce, its coming over the next three days. Friday would be an optimal exit point really.
    Aug 13, 2014. 08:15 AM | 1 Like Like |Link to Comment