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Wall Street Teacher

 
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  • Short Selling: Cleaning Up After Elephants [View article]
    Hi. Nice article. 90% of my trades are from the long side but now and then I go short a cash starved microcap. These guys typically get slaughtered in secondaries when the lower end of Wall Street investment banking crowd walks the stock down prior to pricing(Reg M be damned) and then does the deal at a 20% discount to the prevailing price(and often adds in a few wts. to boot.)


    It is almost criminal to watch the manipulation but there are very few firms left in the microcap space and issuers have few options if existing investors are unwilling to go the PIPE route to preserve their equity.
    Dec 21, 2014. 01:44 PM | 2 Likes Like |Link to Comment
  • Ziopharm: A Short Squeeze In The Making? [View article]
    Maybe I was 2 1/2 years early?...................
    Dec 20, 2014. 06:33 AM | Likes Like |Link to Comment
  • Sandstorm Gold's Investors Are Ignoring Intangible Qualities: Risk/Reward Is Highly Favorable [View article]
    My bet here is we likely bottom around 2.25 or so on EOY tax loss selling/likely defeat od the Swiss initiative. I will start adding there. Believe it or not this could become a relatively interesting acquisition for another larger streamer given the discount afforded SAND based on relative size/concentration of assets.


    Does anyone here follow TC? I am trying to figure out the odds on that one as well.
    Nov 29, 2014. 12:30 PM | Likes Like |Link to Comment
  • Sandstorm Gold's Investors Are Ignoring Intangible Qualities: Risk/Reward Is Highly Favorable [View article]
    I think this Sunday's Swiss vote on central bank gold holdings will cause another leg down(assuming failure to pass). We will see retail throw in the towel over the next 3 weeks. At that point I will hold my nose and start buying SAND and a few other lower tier players.
    Nov 28, 2014. 11:25 AM | 2 Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    Well, there is a chance this just gets swallowed given the market cap. If QIDP status is granted, the likelihood of an outright sale increases significantly. CEO guidance on sales has proven to be nothing but wishspeak.
    Nov 13, 2014. 10:02 PM | Likes Like |Link to Comment
  • Monopoly Hunt - Why Competition Is For Losers [View article]
    Long XON. The exciting part of the company (from a value creation/cash flow perspective) will likely end up being its synthetic energy arm. Base stock being used by XON(natural gas and others ) is very cost effective vs. plant based feedstock such as sugar employed by rival producers such as SZYM.
    Oct 19, 2014. 02:19 PM | 1 Like Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Mr. Market seems unappreciative of the great strides made by Milby and Co. over the past few weeks. Next up, IND approval and then they need to file under the GAIN Act for QIDP status. Exciting times.
    Sep 26, 2014. 02:19 AM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    Concur. 10 Yr exclusivity with a de-risked drug already in use would be juicy low hanging fruit.
    Sep 26, 2014. 02:16 AM | Likes Like |Link to Comment
  • Ziopharm warrant holders exercise [View news story]
    Real tug of war here between the longs and the shorts. I added a bit of ZIOP sub $3 simply based on the bet that Mr. Kirk needs to get something done in the oncology space to validate his Intrexon technology. I am likely early since the shorts seem firmly in control for the time being and will likely do everything in their power to prevent the exercise of the 4.02 wts.
    Sep 19, 2014. 10:45 AM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    We might be pondering two different things. It is possible they find a Big Pharma distribution partner in EU to ratchet up pressure on TauroPharm and a U.S. trial partner who could be someone like DaVita.
    Sep 16, 2014. 02:59 PM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    Delisting issue off of the table as of this AM. Elliot remains behind the company which is a very good sign.
    Sep 16, 2014. 09:19 AM | Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]

    Lawsuit Filed Today---Finally these guys are taking the gloves off. Let the dogs of war be released. Hopefully Elliot lends a hand.


    CorMedix (CRMD -4.4%) files a patent infringement suit in Germany against TauroPharm GmbH claiming infringement on on its European patent EP 1 814 562 B1 (the "Prosl Patent"). The Prosl patent covers a low heparin catheter for maintaining patency and preventing infection in a hemodialysis catheter. The company believes TauroPharm's catheter locking solutions infringe on Prosl.
    Sep 12, 2014. 07:07 PM | Likes Like |Link to Comment
  • CorMedix accuses TauroPharm of infringement [View news story]
    Good news. I think this explains CRMD's sales difficulties in EU. My guess they were pursuing the IP issue with both carrot and stick. The Tauropharm folks have chosen to take the difficult road.

    This will get interesting All sorts of things pop out during discovery.
    Sep 12, 2014. 03:59 PM | 2 Likes Like |Link to Comment
  • CorMedix: Making Progress In Both EU Commercial And U.S. Regulatory Fronts [View article]
    Hopefully we see IND filed this week. These guys need to start hitting deadlines.
    Sep 7, 2014. 08:31 PM | Likes Like |Link to Comment
  • CorMedix Poised For A Strong Finish To 2014 [View article]
    The other overhang remains the status of IP dispute with Tauropharm. On the last CC, CEO Milby asserted that CRMD prefers to negotiate vs. litigate. Fingers crossed that we get an upside surprise.
    Aug 18, 2014. 01:23 PM | 1 Like Like |Link to Comment
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