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gmmpa

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  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    AVMXY is an ADR representing 20:1 ratio (AVITA MEDICAL LTD ADR EA REPR 20 ORD SHS) here is the US. It started trading in the America around April 2012. It opened at $5/share with very low volume. As of this comment the ADR is trading @ $2.25 . The stock is currently trading on the Australian exchange as AVH.AX trading at .12 Australian.

    What is your option on what it should be trading for? My opinion is that AVMXY should be trading in the US at $7 to $10 / share USD to make it worth the wait. This company needs a CEO that can promote the Company not its science. Its science is good. The management and visibility of the company not so much.
    Mar 28 10:14 AM | 2 Likes Like |Link to Comment
  • Will Google Continue To Outshine Apple? [View article]
    Apply has weathered nothing. Sorry Steve (ie. Jobs). Tim Cook is a COO type B not a CEO type A personality.

    Long Apple and still hoping that Apple wakes up from its funk.
    Mar 28 01:03 AM | 2 Likes Like |Link to Comment
  • Positive Clinical And Commercial Updates From Avita Medical [View article]
    What AVMXY needs is to be properly listed on a major US stock exchange. That would do more for company visibility and stock price than status reports of phase III trials which takes forever to complete.
    Mar 28 12:41 AM | Likes Like |Link to Comment
  • CEMIG: Headline Risks And 10-20% Dividend Rewards [View article]
    Thank you. This is a excellent read. I hope your optimism of the dividend history materializes. My biggest fear is the the government leadership will do something economically stupid that will scare off future outside capital investment incentives myself included. Brazil has the size, population and nature resources to make the leap from an emerging market country to a player on the world stage. I cannot help but to think about the political history of Argentina and what happened to their economy through government mismanagement. They are still paying for their sins. Brazil could do the same very easily.
    Mar 24 11:10 PM | 1 Like Like |Link to Comment
  • Ukraine Crisis: U.S. LNG Can Help, But Not The Way People Think [View article]
    The next three years will be very dangerous for America and for the broader countries world in general. The power void created by the Obama administration through its naive foreign policy and the added distraction of undermining American economic growth and culture in the name of redistribution of wealth and fairness is just a huge green light for every autocratic government and two bit dictator to step up to the occasion. Not since Jimmy Carter has the opportunities been this good for them. Who in the world will add balance? Certainly not the leaders of the G7. They are all too busy defining the new world order while at the same time they are held hostage by the lack or energy and natural resources controlled by dictators and corrupt governments of emerging market countries that have a different agenda.

    It is unlike to end well without more shooting wars. I hope I am wrong. How does an investor position his portfolio in light of such turmoil?
    Mar 24 10:19 PM | 2 Likes Like |Link to Comment
  • Bloomberg: Deutsche Bank to axe jobs at investment bank [View news story]
    Deutsche Bank has around a 100,000 employees. Your comment is cold and insensitive. As a short term stockholder I am interested in profitability and growth like other stockholders but there are many ways to reduce expenses and staff without issuing pink slips. An announcement of a 500 employee reduction is unnecessary and dumb PR. My feels would be different if earnings are down cause of litigation for bad or fraudulent management or business practices. Staff reductions of this size only hurt employee morel and do little to help the bottom line while not addressing the root cause of the problem.

    Staff reductions of this small size and expense reductions could be done through attrition or reduction of bonuses, stock options and grants.

    I don't have the same sensitivity toward replacing the management team in the capital-markets and trading divisions to address losses or bad performance.
    Mar 20 08:18 AM | Likes Like |Link to Comment
  • Ukraine Crisis: U.S. LNG Can Help, But Not The Way People Think [View article]
    T. Boone Pickens interview last week on Fox business Opening Bell puts it closer to $8 on top of the spot price. http://bit.ly/1hEmQUE
    Europe needs to develop their own sources of nature gas to make it more cost effective. Their VAT costs and costs of processing and distribution will make LNG imports less cost effective than local exploration sources. Their seems to be a recent significant oil and nature gas find in Albania crossing the Adriatic sea into Eastern Italy that could help them.
    http://bit.ly/PS4kAQ
    Mar 20 12:41 AM | 1 Like Like |Link to Comment
  • Elephant Talk: An Explosive Revenue Growth Story With Bullish Technicals [View article]
    I assume this increases the float and dilutes the earnings per share somewhat. It shouldn't have been a surprise to the CFO. Someone should ask him that at the next stockholder's meeting or conference call. It would be good to know if there are anymore warrants still outstanding that could effect the capital structure of the company again. The market did not respond well to this surprise.
    Mar 19 11:59 PM | 1 Like Like |Link to Comment
  • Transocean +1.4% as Citigroup calls a bottom for shares, rig market [View news story]
    We don't need citibank to help us call the bottom. Anyone that can read a chart can come to that conclusion on their own. Off shore drillers are hated as a sector. Take your pick of drillers. RIG has an annualized yield of 5.72 and bounding off a 52 week low of 38.47. It definitely has more upside than down. All that is needed is for a pick up of more off shore drilling and a change in new lease grants. Rig also needs delivery of its scheduled deep water drilling rigs. They should come right around the change in the Obama administration for a more friendly administration for energy growth. Time to add money to the position, collect dividends and wait.
    Mar 19 08:38 PM | 1 Like Like |Link to Comment
  • Don't follow the herd exiting emerging markets says BlackRock [View news story]
    Sounds like a good remedy for the US economy.
    Mar 18 05:33 PM | Likes Like |Link to Comment
  • Should You Still Buy Geron? [View article]
    I just today attended a presentation on a new oncology start up focused on breast and prostate cancer compounds and had a chance to ask the principals about who is really at the FDA and how they interact with them during the different phases of the trials so I will answer my own cynical comments above. As I suspected the FDA is really a group of no-name government bureaucrats that are schooled in government regulations in how to conduct clinical trials.
    http://1.usa.gov/1mfYeYm

    Mostly none scientists. Their knowledge of the science is very limited. They call upon and hire outside contractors and consultants who should be specialists in the areas for which the trials are focused. These could be noted scientists in the field, medical specialties in testing, chemists and medical device engineers. These contractor teams report back to a chief bureaucrat project manager assigned to the trial. The PM hopefully an MD or PHD needs to be knowledgeable enough to assemble the team is guided and influenced his actions after analyzing the trial data and report in findings and recommending a course of action. Depending on the issues raised in the trials a response report is drafted by the team, signed by the chief bureaucrat and sent to the company. That is why it is slow to arrive. Intermittent conferences calls with groups of players on both sides are scheduled with follow up minutes outlining the decisions made by the FDA on the call and followed up in writing. I suspect they operate under the same confidentiality guidelines of the bankers and lawyers representing the parties in M&A activity. Congress is not involved other than the budgetary matters.

    Here is the current leadership team at the FDA (Public record):
    http://1.usa.gov/1mfYeYn
    Mar 18 04:29 PM | Likes Like |Link to Comment
  • Ukraine Crisis: U.S. LNG Can Help, But Not The Way People Think [View article]
    America is not in a position to supply LNG before the end of 2015 maybe longer. Even if the plants that are being built come on-line before 2015 the cost of processing the LNG and transported to the EU will probably add another $8 to the current cost of $4 if the cost does not rise before then. That is the price America must pay for having no energy policy in place.

    Regardless, LNG export is simply not an option for the Obama administration. He should just do what he does best: Just talk and make worthless platitudes drawing lines in the sand with no substance to back it up. Let the EU and the UN work out whatever actions they see fit. Let Russian play their game.

    What would get Putin's attention would be to reverse the Obama administration's defense strategy not to deploy missile defense hardware in Poland and in other eastern EU countries. Maybe even to add deployment plans for missile defense in Japan or at least encourage Japan to revise their constitution to allow for nuclear weapons production. That would get the attention of China, Russia and north Korea.

    We know and so does the rest of the world that this will not happen any time soon. Obama does not care about foreign policy because he is an isolationist and an ideology dedicate to the transformation of America into an European socialist clone. Nothing is going to happen here before 2017 unless Putin or Iran starts it first.
    Mar 17 09:35 PM | 1 Like Like |Link to Comment
  • Should You Still Buy Geron? [View article]
    What is Mr. FDA's last name and what does he look like? Exactly what did he say on the conference call and what led him to say it? Did all the patients die? Last I heard was a number of them already really sick were helped by the shaky "product" mentioned above.

    I think Mr. FDA should sit down and give the courtesy of a formal report about his concerns to all interested parties. At the risk of sounding cynical I hope he sold his stock before he made the phone call to Geron. Then again Mr. FDA may have other pharmaceutical relationships or agendas.
    Mar 17 08:23 PM | Likes Like |Link to Comment
  • Should You Still Buy Geron? [View article]
    Class action on a company involved in basic research cause of reporting on a critical new class of cancer drug with no earnings is a dumb idea. The mystery is why did the FDA pull the plug? Someone at the FDA must formulate a coherent response to Geron. If the response seems not to be definitive and the trials are resumed with little change someone should request an SEC review of the individuals at the FDA and the Congressional over sight committee if there is one.

    Hopefully, it does not come to that. Imetelstat seems to be a major break through in cancer therapy and should be given a fair opportunity to test its merits to other drug classes currently approved. There is very little information known about the relationships, affiliations and investment transparency of those individuals in government and the FDA. We need more information to make an informed action plan. This applies to Geron as well as their investors that have not followed the momentum.

    I am all in and have not changed my position. My initial feeling was to buy more but could not justify that option on the basis of the information available.
    Mar 17 12:44 PM | Likes Like |Link to Comment
  • Tech giants enjoy tax-free interest on offshore Treasury holdings [View news story]
    Life time politicians cannot exist without taxation. The more money the more power. The trend of this administration and government in general is to become like Europe with a movement toward VAT taxes where they will be able to tax economic production at every stage of the manufacturing process. Add to that the power to regular health, safety and environmental regulations and the politicians can destroy an economy if left unchecked by some moral or statutory rules. Morality is currently in short supply. We are left only with a constitution and very little ability to uphold it except the power of the vote. We need to pay attention to the Carl Levins of the world and those like him that extort campaign donations from anyone that can help his ability to maintain power.

    Constitution amendment for term limits for everyone including the judiciary and a little more morality would be helpful. Is that too much to ask?
    Mar 16 10:14 AM | Likes Like |Link to Comment
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