Nahodny Okoloiduci

Nahodny Okoloiduci
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  • Apache: Finding Value In Today's Market  [View article]
    The problem is that APA seems to be "a value" for long time now, yet the stock just don't deliver.
    Apr 18, 2013. 06:22 AM | 1 Like Like |Link to Comment
  • An ironic turn in the Central European Distribution (CEDC) bankruptcy saga: Roustam Tariko's Roust Trading which will control 100% of the restructured equity — announced today that it has informed the company of its intention to "make a $5M payment to all existing shareholders of CEDC" including (drumroll) Roust Trading.   [View news story]
    ...means 0.06 per share? oh what a deal
    Apr 9, 2013. 04:25 PM | Likes Like |Link to Comment
  • Short Armour And Long American Capital: mREIT Pair Trade  [View article]
    Shorting ARR? Good luck with that.
    Apr 8, 2013. 03:33 AM | Likes Like |Link to Comment
  • Can Spectrum Pharmaceuticals Regain Investor Trust?  [View article]
    Raj must go, that's for sure. Nobody will ever trust SPPI with him at the helm.
    But $10 sale would be far stupid move, though. That will not happen.
    Apr 5, 2013. 07:15 AM | Likes Like |Link to Comment
  • Can Spectrum Pharmaceuticals Regain Investor Trust?  [View article]
    Cut their dividend? Divy going away?
    There wasnt paid any regular dividend ever, my friend. Just a one-time special one...
    Apr 5, 2013. 03:12 AM | Likes Like |Link to Comment
  • Great Northern Iron Properties: Investors Are Playing Russian Roulette  [View article]
    This will not go up since distributions value until liquidation of the trust ist about half of present market price. GNI is perfect example of so called dividend trap. I am surprised it did not fell to $40, but it will.
    Apr 4, 2013. 01:24 AM | Likes Like |Link to Comment
  • Arcam AB, A Very Promising 3D Printer Company  [View article]
    You can trade it in Stockholm (Nasdaq OMX Exchange for example), with far more liquidity.
    Apr 3, 2013. 05:08 AM | 1 Like Like |Link to Comment
  • Can Spectrum Pharmaceuticals Regain Investor Trust?  [View article]
    "Surprisingly there is still a large short interest"
    Any source backing this statement?
    According to official SI reporting by Nasdaq, last known short interest was reported as of Mar 15 (settlement date), count T-3 and you have your SI number before the big drop.
    Apr 2, 2013. 08:29 AM | Likes Like |Link to Comment
  • North Atlantic Drilling Has It All: High Dividend, Growth Prospects, And A Catalyst  [View article]
    "At the end of business on Friday 15 March 2013, Prosafe had approximately USD 550,000 on deposit in one bank in Cyprus."
    Mar 28, 2013. 02:09 AM | Likes Like |Link to Comment
  • Lone Pine Resources: Time Is On My Side  [View article]
    Well, according to the co's latest fillings, LPR's net asset value is $9.81, so $3 is just a first step. Let's see if Fitzpatrick will be appointed as permanent CEO or it's about to sale whole company for some premium to NAV.
    I will add on monday since this is a bargain.
    Mar 16, 2013. 05:11 AM | 1 Like Like |Link to Comment
  • Spectrum Pharmaceuticals (SPPI) guides FY13 revenue below Street estimates, now anticipating total revenues in the range of $160M to $180M. Analysts were projecting FY13 revenue to come in at $297M. The company cites a change in ordering patterns of Fusilev and an increase in generic competition in its hospital segment for the shortfall, following the recent stabilization of the folate analog market. Shares remain halted AH.  [View news story]
    SPPI have some catalysts ahead, Apaziqone, Belinostat, development of Renazorb and plenty other candidates... so even if weaker revenue will materialize, the big part of short thesis is already off.
    Mar 13, 2013. 09:37 AM | Likes Like |Link to Comment
  • Spectrum Pharmaceuticals (SPPI) collapses 35% after it yesterday forecast FY 2013 revenues of $160-180M, well below consensus of $297M, due to weak sales of its Fusilev treatment. "Fusilev is Spectrum's biggest and most important drug, so its demise can't be made up elsewhere," writes The Street's Adam Feuerstein.  [View news story]
    After all, we finally realized about that huge short position on this stock. Now what?
    Rajesh guided 2013 revenue will be growing, is very very stable, best is yet to come, and bs like that. Just 2 weeks ago. He was painting rosy pictures in front of shareholder's eyes whole year.
    Meanwhile, he was dumping his shares around $12.
    He announced 100mil. buyback last August, but only 10% of that was bought back to date.
    Now he's dropping the bomb and forecasts 40% haircut to the 2013 revenue.
    Wasn't that a little bit orchestrated? I don't know really.
    Being pragmatic, $SPPI si not some one trick pony baby bio so 35% crash is just panic.Great time to get in, but not me as long as Raj will be on the throne. Nobody will trust him from now.
    Mar 13, 2013. 08:54 AM | 1 Like Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date  [View article]
    Uncheck "Track new comments on this article" option at the top of the Comments section.
    Mar 13, 2013. 03:44 AM | Likes Like |Link to Comment
  • Great Northern Iron Ore: How To Trade Dimes For Nickels  [View article]
    Do you realize you could end up with half of your investment in a blink of an eye?
    Mar 12, 2013. 02:23 AM | Likes Like |Link to Comment
  • SandRidge Energy (SD) is downgraded to Sell at BMO with 12-month price target of $4. Yesterday, Goldman maintained its Sell rating even as former Goldmanite Lee Cooperman added to his stake, with analyst Brian Singer saying he doesn't see a path to free cash flow. Shares -2.6% premarket.  [View news story]
    They will force him to go. They actually doing this right now.
    Mar 7, 2013. 07:43 AM | 2 Likes Like |Link to Comment