Seeking Alpha

Tadpoles_UK

Tadpoles_UK
Send Message
View as an RSS Feed
View Tadpoles_UK's Comments BY TICKER:
Latest  |  Highest rated
  • Micron: The Breakout Arrives [View article]
    Thanx for the update, Mr Jensen.
    My shares bought last month are looking good.
    Chalk up another hit for you.
    Nov 25, 2014. 04:51 PM | 2 Likes Like |Link to Comment
  • Bank Of The Ozarks: A Small Bank With Big Upside [View article]
    When I look at insider transactions for OZRK, I consider Ross Whipple's sales to be a special case. Mr Whipple was the CEO of Summit Bank, which was acquired by Bank of the Ozarks during 2Q14. In the transaction he received over a million shares of OZRK and was added to the board of directors. (Those shares later split to over 2 million.)
    Starting about three months after the merger, he has been selling shares to get cash value out of the sale of 'his' bank.
    I would not be surprised to see him leave Ozark's board after he sells the last of his shares.
    If you exclude the Whipple sales, insider trading has been modest this year.
    Nov 22, 2014. 11:30 PM | Likes Like |Link to Comment
  • Geron's Risk/Reward Profile Improves As Near-Term Uncertainty Ends [View article]
    I've seen enough deals between companies to be skeptical of most of them. There are "win-win" deals sometimes, but all too often one partner gets a better financial arrangement than the other.
    In this case, both partners had leverage going into the discussions. Geron had Imetelstat, and J&J had development and marketing expertise and tons of cash.

    The question that lingers in the back of my mind: Johnson & Johnson is worth $300 billion. Why not just fork out the $400-500 million it would take to buy Geron?
    Two possibilites: 1) Doubts about the future of the drug, or
    2) They've structured a deal that gives them a lion's share of the benefits, without the big cash outlay.

    Not trying to rain on the parade - just hoping to figure out which is which.

    Very long GERN.
    Nov 14, 2014. 08:30 PM | 1 Like Like |Link to Comment
  • Geron's Risk/Reward Profile Improves As Near-Term Uncertainty Ends [View article]
    Mr Walsh - I agree with you. If J&J is high on it, then there's got to be something there.
    We don't know enough details of the deal yet, but I hope that Geron's management didn't get fleeced by the big boys at J&J.
    Nov 14, 2014. 08:12 PM | Likes Like |Link to Comment
  • Geron's Risk/Reward Profile Improves As Near-Term Uncertainty Ends [View article]
    Looks like tomorrow's share price is going to be above $3.
    Not really thrilled that they've partnered with a big company.
    Waters everything down, dammit.
    Nov 14, 2014. 01:26 AM | Likes Like |Link to Comment
  • Murphy USA: Still Plenty Of Upside Left [View article]
    Sure enough, MUSA's 3Q14 income was about 35% above expectations.
    Decent move up on the share price as a result.
    In spite of the thinly traded options and wide bid/ask spreads, I managed to get an 85% profit in three weeks.
    Also, the company managed to turn around one of their negative metrics - same station fuel sales increased y-o-y. This reverses a downward trend that they've shown for the last couple of years.
    Nov 11, 2014. 09:27 PM | Likes Like |Link to Comment
  • Geron's Risk/Reward Profile Improves As Near-Term Uncertainty Ends [View article]
    Murphy's Law: Anything that can go wrong will go wrong.
    Nov 11, 2014. 12:14 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Greg - you're absolutely right. I was looking at both articles and confused the numbers. Thanx for straightening me out.
    My apologies to all.
    Nov 9, 2014. 06:18 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Amazing! This article has been online for a day and already has over 600 comments.
    I wish the share price were based on the number of words typed each day.

    If Geron fails, it won't be for lack of moral support.
    Nov 8, 2014. 09:14 PM | Likes Like |Link to Comment
  • Gilead: Stay The Course [View article]
    Do you know the mathematical term "skew lines"?
    You and I are askew.
    I would hope that NO doctor even read the survey report. They should form their opinions and actions on science.
    There are multiple audiences for a medical business, and each needs to be handled differently. The scientists get one version, the doctors get one, the patients get one, and the investors get one.
    That survey info was mainly for investors, but some patients might benefit also.

    Since we are engaging in a urination contest at this point, my mother-in-law died from hepatitis C. She had it for over 20 years, and died at age 80 four years ago. For her, it was a slow and excruciating death.

    I hope you get the picture.
    Nov 6, 2014. 11:24 PM | 1 Like Like |Link to Comment
  • Gilead: Stay The Course [View article]
    "Can you think if ANY REASON why Gilead would want to do that? I can't."

    If a publicly-traded company fulfills its obligations to its shareholders, that includes disseminating information to the public that supports their business. Nothing wrong with that.
    I'll admit to speculating, but disagree that it was idle.
    The findings were largely in favor of Gilead, so why not let them be public?

    Apart from the financial aspects, if GILD knows that they have the best HCV cure, then they would want that word to get out to physicians and patients. Nothing wrong with that either.

    Do you have a problem with the word commission?

    If you think I was implying something sinister in my earlier comment, I wasn't.

    Long GILD.
    Nov 6, 2014. 09:58 PM | Likes Like |Link to Comment
  • Gilead: Stay The Course [View article]
    Good info, Menicholas.
    The survey company didn't do this for free, but they don't mention who commissioned the work. Presumably, Gilead?
    Interesting comment about the number of patients that discontinue treatment early because they can't afford the out-of-pocket expenses.
    Nov 6, 2014. 12:03 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    AW has it right - no real value in being nervous at this point. Worry about something you can influence.
    Hold your ground and find something interesting to do.
    Heck, if nothing else, read "To Kill a Mockingbird" again.
    Nov 6, 2014. 12:49 AM | 2 Likes Like |Link to Comment
  • Gilead: Stay The Course [View article]
    Thanx for the update, Mr Jensen.
    Because of the gains since the spring and a few additional shares bought in the high-90's last month, GILD is now 15% of my portfolio. Also have some Feb15 and Jan16 calls that have almost tripled in value.
    One of your SA articles first got me interested in this company.
    Thank you for your insights.
    Nov 5, 2014. 12:22 PM | Likes Like |Link to Comment
  • At Current Levels, Geron Has A Very Favorable Risk/Reward Profile [View article]
    Forget Christie Brinkley - he had Beverly D'angelo in his bed every night. Now, THAT's a dork.
    Nov 4, 2014. 10:08 PM | Likes Like |Link to Comment
COMMENTS STATS
550 Comments
489 Likes