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  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    And u must have missed the strong distribution 2 days ago to get the short interest up from 7%.. Yet low short interest with high tute ownership. Also, tutes buy smarter than retail, so the higher volume is retail, whereas the tutes represent lower volume -- u have it backwards.

    U are also missing the share unlock up which will come right before the binary event. It's in tute best interest to take the stock higher using short interest to do so - short, shake, cover, slingshot. How much higher? I estimate the company is worth as of right now before binary, about $300M. Positive data is all but assured, The question remains how positive. Regardless, signal on AML indication is good to warrant a planned Phase III in June. I have no reason to expect signal will not be as good, if not better to add the MDS indication into the multi center 450 patient study. This would then value $MEIP over $400M (comparable = $GERN) and there will likely be a large pharma partner. It does not get more favorable than this. What is it you favor, a guarantee?
    Feb 26, 2015. 05:13 PM | 4 Likes Like |Link to Comment
  • Synthetic Biologics Under The Radar With Upcoming Multiple Sclerosis Data Catalyst [View article]
    Yes, I do not trust management here
    Feb 15, 2015. 08:45 PM | Likes Like |Link to Comment
  • 3 Stocks That Should Move Significantly Higher Soon [View article]
    Less than 3 months, more than 1 :)
    Jan 31, 2015. 02:55 AM | Likes Like |Link to Comment
  • 3 Stocks That Should Move Significantly Higher Soon [View article]
    Your pick is a pink sheet. Please do not spam comment feed, thanks!
    Jan 29, 2015. 09:10 AM | 3 Likes Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    Yes
    Jan 9, 2015. 05:08 AM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    $INVE was nearly insolvent a in Nov. 2013 when urrent management took over. As Jason Hart informed me in a conference call, they tried to sell it to private equity, but no takers. Since then, the company is nearly break even, has $40M in cash in hand, and a credit line with Opus that has doubled from $20M to $40M with Opus moving lump payment to 2017. All of this tells us the company is in play as an acquisition and we think it will be acquired soon.
    Jan 4, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    OTIV is a terrible company, with little cash on hand, poorly managed, and lacks innovation and IP. In addition, OTIV PR's have been guilty of incredible pump and dump. As an example, during the iPhone 6 NFC spec, OTIV pr'd how they might have tech to benefit it. Stock rose 70% in which company insiders used to dump a ton of shares. That is a huge red flag for those of us who understand the difference between poor dishonest management and good honest management.

    OTIV - stay away!
    Jan 3, 2015. 03:59 PM | 1 Like Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    It's not a semiconductor company. Please do better DD before making comments like that. Also. 4.5 sales to price is industry standard. In addition, learn DCF as well, thanks!
    Dec 23, 2014. 11:51 AM | 2 Likes Like |Link to Comment
  • Well-Known Activist Shareholder Pushing For Sale Of Identiv [View article]
    $26 to $31
    Dec 23, 2014. 03:30 AM | Likes Like |Link to Comment
  • Identiv Goes On The Record With NFC For Disney Infinity Toys: Star Wars Infinity Toys Likely Next [View article]
    Depends on market next year what any potential buy out would be. It also depends on how well a newly hired IR team does + the company's intended road show in Q1. So, the stock would need to trade up to 25 to get 40. Reasonably possible, but it needs things to fall in place right.

    I would think someone like VZ, Sprint, CSCO would be candidates. Also, Entrust is looking to go public, so a reverse merger could work there as well.
    Dec 17, 2014. 09:10 PM | Likes Like |Link to Comment
  • Volcano Corp. Is Likely To Be Acquired Soon - Here Is Why [View article]
    No, we heard at the time there were offers on the table up to 23 bucks. However, it appears the original "constructive" activist got greedy and put pressure on management NOT TO ACCEPT those offers.. They are fortunate to get 18. Follow what im saying? if the offers at the time were taken like they should have been, we would have got 23 bucks. One activist's greed cost him and others a good amount of money.
    Dec 17, 2014. 02:12 PM | Likes Like |Link to Comment
  • Cempra Poised To Join Antibacterial Drug Acquisition Buzz With Upcoming Data Release [View article]
    I think that is a fair valuation if data proves to be good in all aspects. As you know and point out, these type of companies get snatched up fast with good data in hand. There is larger risk in taking a position now, but also a larger reward obviously. Also, from former financing, there is a good amount of short hedging and it looks to us those hedges are unwinding their positions today, so if over all market stays stable, I think we see a nice run up here, GL, and Happy Thanks Giving! Scott
    Nov 26, 2014. 06:21 PM | 1 Like Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    And, U do understand DCT and the value of a $387M accrued deficit over those years, right? Do you understand that this deficit adds acquisition value of at least $7 a share on top of any premium, right?
    Nov 19, 2014. 11:47 PM | Likes Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    its not borrowed cash, they aren't burning currently. That cash was raised via a share offering. Their new line of credit has barely been used.

    Can I ask you why Opus Bank would double line of credit under better terms and move payment due from 2015 to 2017?
    Nov 19, 2014. 11:44 PM | Likes Like |Link to Comment
  • Identiv's Post-Password Era Solutions Gaining Traction As Company Strengthens Financial Position [View article]
    why is this important with new management, new biz model and new products? Should I mention the KC Royals lost for years upon years before making it to the world series this year with different players and management? Think about what I just said carefully
    Nov 19, 2014. 11:43 PM | Likes Like |Link to Comment
COMMENTS STATS
1,637 Comments
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