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gmmpa

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  • Some Questions For Dr. Scarlett, CEO Of Geron [View article]
    Kanak Kanti De,

    Very good questions. I believe the questions goes to the heart of the past and current issues which is the existing management team up to the challenge to do what is best to maximize value for a patient shareholder community. The entire management team just filed SEC form 4s on their stock grants. Not exactly a vote of confidence for future shareholder value. I am being to wonder if the management team has shareholder value as its priority.

    I have owned Geron since before the breakup cause of its IP and was happy to see the old CEO move on. I suspect that you are not getting answers to your questions cause there are still internal issues with the current management team that is counter productive to the science they are managing. Why else would you get the principal developer of GERON's current IP (Dr. Sergei Gryaznov) go on the eve of his primary contribution coming to market? You are right the stock price is not behaving the way it did before the temporary hold was placed on Imetelstat.

    Answers to at least some of your questions are warranted. Maybe it is time to research who this current management team is and what shareholders can expect for GERON's future strategy. Is it going to be a long term player in BioTech or just another one drug wonder?
    Mar 17, 2015. 10:38 PM | 3 Likes Like |Link to Comment
  • Android Taxonomies [View article]
    There about 195 countries in the world give or take a few. There are even more languages than that. Who cares how many different Android OS types or phones there are. Ultimately consumers will decide what works for them and how much they are willing pay for what they get. That is how free markets work. It creates more jobs for more people world wide.

    Then again we can all just stand in line and wait for the Apple stores to open and just buy the latest whatever Apple device comes out next and end the debut. Whatever floats your boat!

    Long Apple. Long Google. I them an Android user and am fine with the choice. I like the price and am missing nothing I need to communicate with the world around me. Maybe even more than I would like.
    Mar 16, 2015. 09:33 PM | 3 Likes Like |Link to Comment
  • Transocean Continues To Bleed Profusely [View article]
    I for one am unconcerned about all the negative chatter and negative analysts recommendations. RIG's price to book is .38. Its breakup value is $37. It is a great company in a bad sector with low commodity prices caused of temporary geopolitical supply/demand issues that can change in a heartbeat. If your timeline is less than 18 months you should invest somewhere else. If you think you have an investment that could more than triple in two years and do not want to wait enlighten us all here. This market is over bought. When it corrects RIG will not be affected much at current levels. If it is I will gladly buy more to lower my basis more.

    http://ebay.to/1MzheeT

    The company at these levels is a buy. Black Rock thinks so. I have a full position and am not selling any here. I will buy more if it goes down more from here in any major market correction.
    Mar 13, 2015. 09:56 PM | 7 Likes Like |Link to Comment
  • Geron Is Proof That Biotech Bargains Still Exist [View article]
    @Anonymous... I once asked jokingly two 85 year old close friends engaged in a conversation why old people were such pain in the A--es? They looked at each other and than laughingly answered me. Their words of wisdom... Because they paid their dues to play the game of life and now they can do anything they want! You Mr Wizard must keep paying up to play the game.

    My drink of choice is Jack Daniels neat. Judging by your comment count it is you that spends 90 hours a week on SA. There now... I explained why I wasted a SA comment to respond. What is your excuse?
    Mar 13, 2015. 01:17 PM | 1 Like Like |Link to Comment
  • Geron Is Proof That Biotech Bargains Still Exist [View article]
    In response to all those here making happy talk about their Geron investment:
    http://bit.ly/1BBdKno
    Mar 13, 2015. 02:45 AM | 1 Like Like |Link to Comment
  • Geron Is Proof That Biotech Bargains Still Exist [View article]
    Why has no one commented on ASTERIAS BIOTHERAPEUTICS INC COM SER A ?
    Since the stock was issues in a special divdend to Geron shareholders it has risen 233%. In hindsight I probably should have increased my position when it was $1.79. Sadly, I failed to do my homework on the company.
    Mar 10, 2015. 05:45 PM | Likes Like |Link to Comment
  • Barrick Gold Corporation - Further Downside Ahead? [View article]
    Interesting correlations data on ABX. What is not clear to me is who the target audience is for this information? Also what is the author's timeline for short term. Is it 50 days, 200 days, 6 months, or maybe 3 quarters to year end? Looking back is easy but history does not always repeat itself in the short term.

    Long ABX as a hedge and not a trader. Just sitting on the position and watching the geopolitical confusion in the world and waiting for clarity if there is such an expectation in current events.
    Mar 10, 2015. 08:53 AM | 3 Likes Like |Link to Comment
  • Vale SA Continues To Face Strong Headwinds [View article]
    Why not write about those companies in those sectors? There isn't many no-brainers left in this market at these levels . Maybe AAPL, BA, UTX, NFLX, AMZN or UNH if you bought them last year. Now we know what you don't like. However, what are you optimistic about here at DOW 18000 or NASDAQ 5000 especially when the market corrects?
    Mar 7, 2015. 02:08 PM | 2 Likes Like |Link to Comment
  • Vale SA Continues To Face Strong Headwinds [View article]
    I am impressed with your ability to definitively use 5 to 10 year time frames for stock picking and investing. More specifically commenting on VALE which is not a micro-cap mining company looking for startup capex. Perhaps you can also enlighten us on your opinions for GDP growth by the end of 2017 or the Presidential election in 2016. How about the 10 year bond rate just 6 months from now. Bottom line is you can only guess like most of us.

    I would never use a 10 year time frame in this geopolitical world. WW III could happen in 10 years. Hyper inflation from Federal Reserve Bank monetary policies in 5. M&A activity anytime.

    GOD forbid maybe even good economic growth by more free market capitalism in business that has not happened much in the last ten years under the present socialist marxist governments worldwide.
    Mar 7, 2015. 08:20 AM | Likes Like |Link to Comment
  • Vale SA Continues To Face Strong Headwinds [View article]
    @Winning Strategies... Where exactly would you go to get a sure future double in your investment and get 5.6% to wait for that to happen? VALE's price/book is .68. It is one of the biggest iron ore mining in the world. 10 Institutional investors and 10 mutual funds reported owning VALE in their portfolios.

    I just added to my position today buying VALE at its 52 week low and made 2% on the buy at the close on a day the DOW closed down 278 points. Where are you putting your free cash earning T bill rates? Isn't the goal to buy low and sell higher? You should be writing this article when VALE was trading at its 52 week high 15.59 not here at 6.23.
    Mar 6, 2015. 07:43 PM | 10 Likes Like |Link to Comment
  • Geron gets boost from AbbVie-Pharmacyclics deal [View news story]
    Is an acquisition by JNJ the best path for GERN shareholder value?
    Mar 5, 2015. 12:53 PM | Likes Like |Link to Comment
  • Apple's Dirty Little Rare Earth Secret [View article]
    Wow... I am suffering with comment overflow.

    This is a fairly good article on the value of REEs in the tech industries but it should not and will not effect Apple stock in any way. Neither will Chinese export policy of REEs effect Apple. Perhaps you are aware that the commodity market for REEs has crashed off its 2011 highs. Stock prices of Molycorp and REE companies like AVL have crashed and burned. Mark Smith has moved on to development of NIOBF the only source for this commodity in the USA. The other biggest source for the element in the world is a family owned privately held company in Brazil.

    The REE miners outside of China would love China to restrict supply so that their projects would again gain to favor with investors. Apple could care less. China's GDP is stumping if you can believe the news coming out of China. They have a vested interest in the continued success of Apple products REEs included.

    Currently long AAPL and NIOBF no other positions in any REE miners or mining projects.
    Feb 20, 2015. 11:38 AM | 1 Like Like |Link to Comment
  • CEO Thornton says Barrick Gold to sharpen focus on gold, improved returns [View news story]
    Am I missing something here?

    When central banks introduce an inordinate amount of new money into the money supply doesn't that result in an inflation risk causing the price of gold and "good" gold mining and other commodity stocks and EFTs to rise?

    Also what central bank "directly" buying stocks? Granted excess dollars and lower interest rates cause money to flow into the bond and stock markets but where is the beef or chopped liver here?

    Don't misinterpret my comment. I am not a happy camper with Barrick management or the actions of central banks.

    I believe that Barrick management needs to get back to fundamentals of commodity mining with an eye on shareholder value and try to restore the dividend yield back to an acceptable level as quickly as possible to move the stock price higher. That is how I interrupt the DNA comment.

    If Barrick management cannot attract new investment capital in this low interest rate environment without diluting the stock further then they should sell themselves off to someone that can and get out of the business.
    Feb 20, 2015. 10:53 AM | Likes Like |Link to Comment
  • WSJ: Apple car project is for real, and it's a minivan [View news story]
    EV technology needs more than Elon Musk or Tim Cook can currently deliver today. What is needed for electrical vehicle technology is a break through in battery power technology or some other non-fossil fuel electrical source of power generation with a greater driving range using an SUV sized vehicle. Something closer to a 1000 miles per charge driving range. All this should be delivered at a cost under $200,000 to get the attention of high end consumer's.

    I don't think anyone would care whose logo was on the hood.
    Feb 20, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • U.S., Russia, Saudi Arabia: Who Is Going To Win In The Oil Price Stand-Off? [View article]
    Apologies... My frustration with current geopolitical news and this administration's policies are making me a tad edgy. I know I need to stop taking it so seriously though it makes gaming the market harder when I do.
    Feb 19, 2015. 02:29 PM | Likes Like |Link to Comment
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