3 Small Cap Biotech Plays Potentially Facing Cash-Flow Issues [View article]
This is your theory? Did you know there is a "Biotech Cash Worksheet" available on the internet that details the financials of all these companies? It's been around for years. Also all of this information is contained in a companies 10-Q filings under "Liquidity and Capital Resources". In the case of BGMD this is what they said recently "We believe that our existing cash and cash equivalents would be sufficient to meet our anticipated cash requirements through the third quarter of 2013" They also raised another $11m after this so add that on. Bingo!!!!
You forgot to mention they also have a loan facility in place. Such shoddy research you post. Overall i give you a 2 for effort. :(
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
Come on Seth. It's impossible to believe the usage and attrition rates because the company assumes (yuck) certain metrics when calculating these. You can understand them, but to believe them is just wrong. You're an analyst, you should know this. It's your job to analyze the numbers and project what you think will happen in the future or are you just a puppet to the company.
Will the attrition rate come down? Tweak a few metrics here and there and the result is positive. Investors would love to see that headline "Sodastream Atrition Rates decline". Is that the plan? lol
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
Seth, you make me laugh. You and i know it's impossible to know how many active users there are yet you take managements word over every other poster they has tried to figure it out. In fact you spend endless hours refuting these posters results as futile. You even believe the "40% attrition rate" that again is impossible to determine. You probably laud management in your meetings for being so transparent with this number. Yes, i can see it now. lol.
Now that the marketing blitz has peaked in the US it's down to the consumer to decide for themselves if they really need this product. No way i'd put my own money on this fickle bunch. GLTU
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
Seth is just regurgitating the 6m # that management said. He personally has no idea how many there are or what is considered an active user. Typical analyst spiel. Maybe next CC he can ask them about these items. FWIW the day we find out the real active user # will be the day this stock crashes. At the moment machine sales are masking everything. Only a matter of time. GLTU
BG Medicine: This Forgotten IPO Is A Hidden Gem [View article]
Hi Robert. Sorry for taking so long to reply as i was waiting to hear back from the company about the recent CE Mark news. I had been under the impression that Abbott had already gained CE Mark for this automated test but it turns out they haven't yet. The reason was due to this remark by BG Medicine in the last 10-Q "we expect that, in late 2012 or early 2013, Abbott will begin marketing an automated version of the test in the EU under a CE Mark". Turns out they are expecting commercial launch by Abbott soon, so read into that what you want. Certainly lots of catalysts going forward. Good luck and thanks for your post.
On a side note, Abbott just gained CE Mark yesterday for a high sensitive Troponin-I assay on the same fully-automated Architect platform.
3 Small Cap Biotech Plays Potentially Facing Cash-Flow Issues [View article]
You forgot to mention they also have a loan facility in place. Such shoddy research you post. Overall i give you a 2 for effort. :(
SodaStream's Q4: More Than Meets The Eye [View article]
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
Will the attrition rate come down? Tweak a few metrics here and there and the result is positive. Investors would love to see that headline "Sodastream Atrition Rates decline". Is that the plan? lol
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
Now that the marketing blitz has peaked in the US it's down to the consumer to decide for themselves if they really need this product. No way i'd put my own money on this fickle bunch. GLTU
SodaStream Q4 Earnings Preview: All Indicators Point To A Big Upside Surprise [View article]
BG Medicine: This Forgotten IPO Is A Hidden Gem [View article]
BG Medicine: This Forgotten IPO Is A Hidden Gem [View article]
On a side note, Abbott just gained CE Mark yesterday for a high sensitive Troponin-I assay on the same fully-automated Architect platform.