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dhdhoora

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  • Better MLP: Northern Tier Energy Or Atlas Resource Partners? [View article]
    Yes, agree absolutely no comparison between NTI and whatever... A nice discussion on yield and holding MLPs in qualified accounts. But...

    Although the author 'stumbled' on NTI -- uh, he should have stumbled a bit deeper IMHO... Maybe a quick look at the 6/24/15 investor presentation???

    Anyway, key drivers for not mentioned for NTI:
    1) Significant gathering assets including pipeline interest and fleet of trucks. Allows NTI to realize a lot of 'wellhead' pricing... which results in;
    2) Some of the highest gross margins in the refining industry;
    3) The huge advantage of their location in the Pad II region with plenty of regional demand for their refined products -- especially diesel;
    4) Nice retail business; and most importantly;
    5) Western Refinery as the General Partner.

    WR may very well roll other assets into NTI which will further remove the stigma of a 'one trick pony'. A whole lot to like with NTI!

    ATVB,
    Don
    Jun 30, 2015. 01:53 PM | 3 Likes Like |Link to Comment
  • $60 WTI Crude Yields 60% IRR Per Well For Diamondback Energy [View article]
    TVM -- thanks for another great article! Hmmm maybe I'll set my fangs in FANG with the residue from the remainder of my Sanchez fiasco... Permian vs. EF -- hmmm. But before I do, I'm looking forward to your subsequent articles on the Permian E&P plays...

    All the very best,
    Don
    Jun 27, 2015. 11:14 AM | Likes Like |Link to Comment
  • Synthetic Biologics Wants An Antibiotic Monopoly [View article]
    Jerad -- great to have you discover Synthetic -- a clinical stage biopharma with 3 potential blockbusters! Hope you can next tackle an article on SYN-010 where you'll find once again, a drug going after a cause not the systems of a medical condition -- in this case irritable bowel syndrome with constipation (IBS-C)!

    Yes, SYN-004 represents a 'binary event' with respect to results. If it works, then the drug will become standard of care with the administration of Cephalosporin class of antibiotics. The company has plans to also begin testing with other antibiotics. My bet is that this will be come the standard of care for all IV antibiotics administered. This will result in a mega-blockbuster opportunity. Of course, if the stuff doesn't work, Synthetic still has two big time shots on goal. Let's see, Biogen snagged $10B in market cap from a 19 person P1 trial for Alzheimer disease. What if Trimesta cognitive really shows physical and cognitive improvement in our noggins for those suffering from mental decline? What if SYN-010 actually gets after the cause of bowel problems? What ifs -- but much too many to be ignored by the market much longer...

    Synthetic is far an away my largest holding of speculative biotechs. My only concern with the name is simply not understanding why it is so under-followed and hence under-valued.

    All the very best,
    Don
    Jun 25, 2015. 09:42 PM | 4 Likes Like |Link to Comment
  • This Week In Pharma: Controversies And Revelations About Synergy And Zogenix [View article]
    I own SGYP and have done great with the name and think it's better than ZGNX...

    However, I'm a much bigger fan of Synthetic Biologics SYN-010 drug now in a phase 2 than SGYP's drugs. Synthetic is focusing on drugs that help the mess in our microbiomes. Specifically with SYN-010, the drug is going after the underlying CAUSE of constipation or diarrhea -- that is the inappropriate production of methane gas in the gut. Right now, the trials are for IBS-C -- but if they're right, it drug will eventually work across other bowel problems. Worth a big bet from me also because of their SYN-004 drug which is aimed at being a prophylactic for c-diff -- keeping the antibiotics from destroying good bacteria in the microbiome... two drugs that are going after causes not symptoms..

    ATVB,
    Don
    Jun 25, 2015. 09:07 PM | Likes Like |Link to Comment
  • Prospect Capital And The Debt Rating [View article]
    Hey, PSEC management works hard to maintain their moniker as 'the most hated company on Wall Street'. And, they do this with such an obvious disdain for shareholders (listen to the CCs..) Effectively saying that those that invest with Prospect get what they deserve...

    ATVB,
    Don
    Jun 20, 2015. 12:13 PM | 4 Likes Like |Link to Comment
  • It's Virtually Impossible For Plug Power To Ever Make A Profit [View article]
    Nathan -- good thing you didn't bother to view, or visit any of the six investor road show events Plug recently completed. You'd have an awful hard time publishing an article like this -- because I suspect you are a decent fellow. Yes, Plug has been the trading toy of shorts for the past few years -- but as you say, " things always take longer to happen than you think". The new CFO appears to have a handle on the profit margin issues and your primary thesis would seem to come under question. Looking backwards you can make the case for your position -- not so sure that you can if you take the time to look forward. Plug becomes a substantial, profitable company -- just growing organically with the customers they already have -- let alone new customers in the sales funnel. Moving to more of their own production gives them a better handle on production costs, and vertical hydrogen integration gives them a lot better handle on costs and fixes the upside down service margin issue. So, short away, you'll make it a lot more profitable for us longs.

    ATVB,
    Don
    Jun 19, 2015. 11:01 AM | 13 Likes Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    EV, TVM and all...

    PROGRESS!
    Lonestar Resources Ltd (NASDAQ:LNREF) is now covered by analysts at Northland Securities. They set an "outperform" rating and a $14.00 price target on the stock. 100.0% upside from the previous close of $7.00.

    Looking forward to the next operations report -- latter part of July?

    ATVB,
    Don
    Jun 18, 2015. 04:18 PM | 5 Likes Like |Link to Comment
  • Manitok Energy: This Acquisition Is Transformational [View article]
    EV -- thanks so very much for your great analysis! I'm slowly learning...

    But, wow -- I thought $LNREF was thinly traded, but this puppy is something else. I don't have access to TSX-V shares, but the OTC shares are really on the thin side. I'm not a trader and understand that this is very definitely a LTBH with very exciting prospects, but...

    Why does the company publish press releases indicating:
    "NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA."

    Have they declared war on the USA?

    You have mentioned that CAN shares are tough, but wha't up with this?

    ATVB,
    Don
    Jun 16, 2015. 11:35 AM | Likes Like |Link to Comment
  • Calumet Specialty Products Partners: An 11% Yielder You Should Consider [View article]
    @oysters -- I agree with your thesis. AR does a great job in this article articulating many positives on $CLMT (why I own a bunch). Unfortunately, the company certainly has had its management gaffs and suffers from being lumped into the pure traditional refinery space. As we know, the company is more diversified with a lot of strong brands that should make the company much less volatile -- but the market doesn't get this -- as witnessed by the brutal pounding of shares for the past several daze...

    ATVB,
    Don
    Jun 12, 2015. 10:36 AM | 1 Like Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    I agree 100% with TimeOnTarget! Michael has really been instrumental in helping me get a better understanding of the shale oil plays -- starting with Bringham on to Kodiak etc. Now I'm knee deep with Lonestar and Sanchez in the Eagle Ford.

    Michael -- you look a lot better with the bathing cap off - IMHO!

    Keep up the great work...

    ATVB,
    Don
    Jun 11, 2015. 11:08 AM | Likes Like |Link to Comment
  • Bakken Update: Final QEP Wells In Grail Field Pay Back In Less Than 6 Months [View article]
    My thoughts exactly. HCLP has 2015 sand production has 85% of 2015 production sold with long term take or pay contracts. But, clearly the article points out a whole lot more sand for better production. Is this too tough for the market to understand?

    ATVB,
    Don
    Jun 10, 2015. 09:13 PM | Likes Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    It's too bad we don't have an ignore button. Please go back to the YH MBs. There is no place for this on SA...
    Jun 9, 2015. 07:20 PM | 3 Likes Like |Link to Comment
  • Lonestar Resources - Best Oil And Gas Play For The Downturn [View article]
    EV -- really appreciate your great work and glad that you followed up on TVM's great article!

    In my portolio of approx 35 names (6 in energy space) -- there is nothing close to the potential long term return of $LNREF.

    "There is absolutely zero chance of bankruptcy for this business." THAT SAYS IT ALL. But, the other overwhelming positive that you point out is that the management team, especially with John Pinkerton's help, absolutely know this business. Look for several smart acquisitions as they soak up lesser players and in a few years, yes, this puppy could well have a SP in the $50 to $70 range!

    ATVB,
    Don
    Jun 9, 2015. 11:17 AM | 2 Likes Like |Link to Comment
  • A Letter To Antares Pharma's Board Of Directors [View article]
    Thanks Mark for a fantastic letter -- thanks also to Tappy and Whogo longtime 'long' friends from that YH MB -- a place that I rarely frequent anymore.

    Mark, Tappy, Whogo -- I think you all give the Antares Board too much credit -- I suspect that they do not know as much about the company as you do! There simply have been too many mistakes and because of that, I've swallowed a lot of losses on this stock -- now holding about 1/4 of my position from a year ago. No, I don't consider myself a 'weak long' with my portfolio turnover well under 25% annually. But there simply is no other explanation to the Medac fiasco other than than both the CEO and Board have been drinking their own spiked punch. Now, it appears that the company now has resigned itself to poor Otrexup performance and is padding the account while they can. I will hang on for the A/B decision...

    Mark, I sure hope that you get a response -- obviously the company will not provide one not as thorough as yours -- they don't understand the business as well.

    ATVB,
    Don
    Jun 6, 2015. 06:33 PM | 2 Likes Like |Link to Comment
  • Keryx Is On Its Way To Securing Ample Insurance Coverage For Auryxia [View article]
    I am very long $KERX for a very long time waiting patiently for PBM approvals...but,
    the denial by Express Scripts Medicare Part D, and the not preferred brand by Medco shown in the article, really concerns me. I appears that the 'big dogs' don't like this very much...

    Appreciate comments;

    ATVB,
    Don
    Jun 3, 2015. 02:42 PM | 3 Likes Like |Link to Comment
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