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petenj

petenj
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  • Still Several Reasons To Remain Long Amarantus [View article]
    JN, great update. Can you provide a $range for "blockbuster"?
    'Eltoprazine ... if Amarantus can confirm these secondary improvements in patients, the drug has blockbuster potential in our view'
    Apr 9 02:32 PM | Likes Like |Link to Comment
  • Don't Sweat North Atlantic Drilling's Debt Load [View article]
    Why would management have the div recently increased when the opinion is that now it may have to be decreased?
    Mar 24 09:17 AM | 1 Like Like |Link to Comment
  • Marathon Patent Group Continues To Evolve [View article]
    This company is gearing up the Big Mo. With each campaign it creates bigger mass, and greater momentum for ever quickening revenues and profits, with fatter margins on static overhead costs. And Spangenberg sees to it that the pipeline is constantly stuffed with premium enforcement picks. How big can it eventually get, with such a low float, is the question.
    Mar 11 09:49 PM | Likes Like |Link to Comment
  • Will Seadrill Be Able To Sustain Its Dividends? [View article]
    E.Gue seems to agree with you. He has a buy <$32. He reco'd selling at $47. Quite the call.
    Feb 15 11:46 AM | Likes Like |Link to Comment
  • Neuralstem: Sizing Up Potential Key Events Of 2014 [View article]
    Very nice article. There is another ALS company with trials to begin over the next month at Mayo, Mass General, U Mass, Hadassah (Israel), with a number of patients who have previously experienced excellent post op results, BCLI (Brainstorm). Wondering if you are aware of, and what your thoughts are relative to CUR. Thank you.
    Jan 29 10:33 AM | 1 Like Like |Link to Comment
  • Cellceutix Is Significantly Undervalued Considering The Value Of Brilacidin [View article]
    Well-composed article. Perhaps CTIX HQ would be well served to review it as well.
    Jan 28 09:56 AM | 1 Like Like |Link to Comment
  • Enzymotec: A Biotech Growth Company To Follow In 2014 [View instapost]
    Why no long position? What would you need to see before you go long?
    Jan 20 01:59 PM | Likes Like |Link to Comment
  • TAT Technologies: New Ownership And Resolved Headwinds Present Compelling Upside [View article]
    Didn't TAT pay a dividend at one point? When conceivably could that be a possibility again, if ever?
    Aug 24 09:37 AM | Likes Like |Link to Comment
  • Sprott Resource Corp. - 11% Current Yield [View article]
    Very helpful article. But, without a deeper discount to NAV, not sure there isn't further downside due to weaker market trend and further gold slippage. This puts things in perspective.
    Jun 26 09:44 AM | Likes Like |Link to Comment
  • Brainstorm's Breakthrough ALS Clinical Data Shows The Promise In Stem Cell Therapy [View article]
    gamida? wasn't this part owned by emitf - elbit medical..not sure what happened.
    Mar 28 10:57 AM | Likes Like |Link to Comment
  • Seadrill: It's A Good Time To Be A Shareholder [View article]
    "This is an action that was mandated by the Bureau of Safety and Environmental Enforcement that required the replacement of all Vetco H4 connector bolts. This downtime will be a drag on the company's first quarter earnings, particularly so since it is the floater fleet that is affected, but this downtime should prove to be a one-off event and, since Seadrill has now corrected this problem."
    DivInvLA - someone was responsible..If the BOP provider, then wouldn't their insurance pay? If not the BOP provider, then it was Seadrill's screw-up, no? Seems that the Regulator came to Seadrill's rescue, and there was a lack of care here....costing $millions. Surprising considering the supposed pristine reputation of the Norse drillers, ie. would have expected this perhaps from BP. Expensive lesson learned.
    Mar 5 11:41 PM | Likes Like |Link to Comment
  • Seadrill: It's A Good Time To Be A Shareholder [View article]
    Great article.
    Is Seadrill inept/at fault for things such as misplaced bolts on the BOP's, or is the supplier's fault. Regardless, doesn't Seadrill have recourse with the supplier/installer of these devices? I had thought that the Norwegian drillers (NATDF, SDRL) were ultra-cautious/ulta-re... with respect to these safety issues...I guess not?
    Thanks.
    Mar 5 01:49 PM | Likes Like |Link to Comment
  • MusclePharm: A Retail Long's Reflection On The Past And Pondering Of The Future [View article]
    I recently heard that the Frost investment here is not 'active', so I am not so sure that his name association is enough magic. Let's see who they get to take charge from the outside. I am sure there are more skeletons in the closet that will come falling out over time. I am seeing Frost being the Opko hands-on leader, but a simple, but heavy, investor in most of his other holdings.
    Mar 1 09:06 PM | Likes Like |Link to Comment
  • Some Thoughts On MusclePharm CEO's Letter To Shareholders [View article]
    Yes, and add to that, Strategic Vision. Mr. Pyatt may know the basics, and do them reasonably well, which got him to this point, but a guy like Frost, and his acolytes, can think a couple steps ahead of the standard curve. If you see what he is doing with Opko, it is pretty mind-blowing. Hope he sprinkles some pixie-dust on MSLP. The only question is Frost's lack of CPG (Consumer Package Goods) experience. He got burned with CDXC which did not have a sound strategy when it ventured into that arena. Frost Team will need to find a hardened, strategic guy from a top 100 co. to make it work....Gatorade type of experience. This is retail product, a nutritional/OTC type product, and possibly an ingredients (for drinks, foods, etc) business (same as CDXC). They can OWN this category, if they have the right vision to see this as a much bigger opportunity 3-5 years out. A Campbells kind of branding opportunity! They will need a really, really sharp leader/strategic marketing guy. Hope they find him/her. Not every day you find an opportunity like this.......That's what brought Frost to this situation.
    Feb 21 10:03 PM | Likes Like |Link to Comment
  • Some Thoughts On MusclePharm CEO's Letter To Shareholders [View article]
    You are only partially correct. You can grow a lot of businesses and lose money. I have managed businesses well in excess of that amount. However, there is leadership which is adequate to a degree of the stage of a business. Hopefully you can understand that someone that can grow up to $70M (losing money), may not be equipped for the strategic challenges to make it 5x bigger. Companies like Pepsico do not have top notch managers similar to Mr. Pyatt. If you can't fathom that, than don't overthink.
    Feb 20 11:55 PM | Likes Like |Link to Comment
COMMENTS STATS
48 Comments
26 Likes