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Spencer Osborne  

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  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Jriver......

    I do not know. It is not the right way to do things in my opinion.

    In my opinion the group should establish a position statement that defines what its goals and agenda are. This allows people to understand, with specificity, what they will be supporting if they are members. You then have people pledge their support and nu,bet of shares. This essentially means that the group can act as one with a spokesperson or spokespeople. Anything short of that, and management and/or institutions will not take it seriously. These parties may listen to what the leader of the alleged group says, but can easily just dismiss it.

    The decision to go public about a meeting and then keep the results of the meeting secret is highly problematic in several ways. It makes the company look bad, the group look bad, and builds distrust in both.
    Sep 1, 2015. 07:45 AM | 2 Likes Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Jriver.....

    Reports are that there was a meeting. It looks as if the group is keeping the results of th meeting secret. I doubt Arena will comment on the meeting, so the content and/or results of the meeting will be up to speculation
    Aug 31, 2015. 06:21 PM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Ali.....

    No problem. Arena has a substantial and passionate retail following. There are pumper scandal bashers. Reality is in between, bit often tough to find and assess.

    The arena website does give some good information, but you must remember that arena's job is to "sell" the concept that arena is in high gear. The conference call give you a bit more reality. Even then, you need to know how to read between the lines.
    Aug 31, 2015. 12:23 AM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Ali....

    Not taking your information as argumentative. simply pointing out that the time-table is perhaps longer than you think.

    You should go beyond the website and listen to the quarterly calls.

    the 334 trial is expected to take place with about 240 patients in 19 countries at 120 centers. It is not expected to reach full enrollment until mid 2016, with read-outs at the end of the year. Essentially we will get full readouts somewhere between 12 and 18 months from now.
    Aug 30, 2015. 08:49 PM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Ali....

    What I am saying is that it is taking quite some time. Ildong is not moving very quickly.
    Aug 30, 2015. 08:46 PM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Edit....

    Post above should say Temangrel. Autocorrect would not let me Chang it.
    Aug 30, 2015. 02:57 PM | Likes Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Ali....

    Tens ogres has been simmering for a long time, as gas ralanipeg.

    The next meaningful readout is results of 334 study. That readout is end of 2016 at earliest.
    Aug 30, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Ali....

    A bit more clarity. Eisai's deal covers all indicate tons.

    The ildong deal covered belviq for weight loss, and the first approved other indication.

    Deals have different structures
    Aug 30, 2015. 01:05 PM | Likes Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]

    Walsher.....

    Whether it was eisai that mothballed the smoking cessation and bel phen or arena is an interesting thing to consider. The party that is dragging feet could reveal a lot.

    Arena has final say on all trials up to phase 3. This means, it could be Arena dragging their feet rather than eisai.
    Aug 30, 2015. 01:03 PM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    River....

    I do not think Jim is mad at me. We are big enough to disagree without going crazy. In my opinion this meeting can cause potential problems, and certainly has caused a lot of confusion. The reason is that the meeting became very public, yet the notes of the meeting seem to be held as some sort of super secret. At this stage there are investors that think the purpose of the meeting was that shareholders were calling for Jacks head. Now we hear the meeting happened, but previous little about it.
    Aug 28, 2015. 05:32 PM | 1 Like Like |Link to Comment
  • Youngevity International: Is This Company Brewing Upside Potential? [View article]
    For the benefit of readers.....

    Coffee is essentially a commodity. Coffee is typically bought and so,d through brokers. What I write below is an oversimplified explanation of the process.

    A coffee chain develops a specification fir its coffee. That specification can be very simple ur quite complex. The specifications can include bean type, region grown, picking method, certifificstions (organic, rain Forrest, etc), hemisphere grown, elevation grown, orchard type, etc., roasting method, time roasted, level of grind, etc. the more stingent the specification the more "rate" the coffee.

    A coffee chain then goes to a coffee broker and hands the broker the specifications they are seeking as well as the volume of coffee desired. The broker takes that information and seeks out a source or multiple sources to fill the order.

    Some chains (mostly bigger ones) require a certification from growers. That certification means that the chain actually inspects the platation, processing, roasting, and packaging. some chains simp,y want harvested, sorted, and dried coffee beans (green coffee). They could want it roasted, they could want it ground, they could want it pavkaged for retail as well as packaged for use in their restaurants.

    A coffee company such as CLR, because it's wants to grow its base, will go through the process of certification for companies and sell coffee to them at whatever level of process they can, or whatever level the client is seeking. Thus, when a company such as CLR states that their coffee is being sold in Dunkin, McDonakds, and Tim Hortons, it is not a statement to brush aside, and not a statement that should be taken lightly. These big players have a need for a lot of coffee.

    When a broker identifies a company, farm, or plantation that meets its various needs for various clients, that broker will call on that company more often. This is how a company moves from being just another grower in a region to being the number 3 exporter in a region.

    Using some very simple assumptions, consider this. The number 1 exporter might have 35% of the export. The number 2 exporter might have 30%. CLR us at 10%. Add these together and you have 75% of the export. The remainder might be 200 small companies, plantations, and farms. Being at 10% is a level that gets CLR noticed.

    Lastly, CLR controls 1,000 acres, but can source well beyond that. The processing capability is what will drive the growth. I estimate that the processing facility can currently handle twice CLRs own production and is quickly moving to three times its own capacity.

    The vertical aspect is now in place. The sourcing has always been in place.

    What CLR has indicated is that their coffee is in p,say in many top consumers of the commodity. That is a very positive thing.
    Aug 28, 2015. 03:13 PM | Likes Like |Link to Comment
  • Enteromedics CEO To Depart- Is This Good? [View article]
    Cha.....

    The technology could have. Other applications, but as you say, getting tries applications and indications through approval is no small task.
    Aug 28, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Arena - Belviq Sales Will Pace Lower Than Last Year [View article]
    Road.....

    That was before receptos deal, before smoking delay, before q2 call, etc. there was also another report from them where arena was not number one.
    Aug 28, 2015. 08:03 AM | Likes Like |Link to Comment
  • Youngevity International: Is This Company Brewing Upside Potential? [View article]
    118.......

    Growing a company requires expenditures. What has transpired in the past year is taking the company to a new level. Smart investing is about seeing the timing where there is a possible distinct shift. Not everyone has the ability to see these things. Some people can not see beyond the painful part of growth. Corporate people with vision have success. Investors with vision have success.

    I am not sure why you seem to be such a disgruntled individual with regard to this. Do you have something against Ygyi? Do you have an issue with coffee? Do you allow emotions to jade investment opportunity? You seem hell bent on playing devils advocate. It is as if your emotion is driving your thought process.

    The coffee aspect of Youngevity has made some impressive moves. They could play out well, or they could fail. From what I am seeing, the upside potential is better than the downside risk. The street has not really placed value on the coffee business yet. The reason is that this player is newer in the game.

    When a company is suddenly in the top few exporters from Nicaragua, they are doing something right. Particularly when the bigger boys are very well established.

    This is not about quarters past per se. This is about the quarters moving forward.
    Aug 27, 2015. 10:55 PM | Likes Like |Link to Comment
  • Youngevity International: Is This Company Brewing Upside Potential? [View article]
    11.....

    Let me say this as simply as possible.

    There is no question. You are trying o turn it into a question, but there is no question.

    You seem to not like the company. That is fine. I find potential and invest in it. You are an anonymous person that seems to have an axe to grind. You made a statement without any research.

    Might I suggest you make a few phone calls.
    Aug 27, 2015. 08:10 PM | Likes Like |Link to Comment
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