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bazooooka

bazooooka
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  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    DRich,

    Yup, the whole "beggars can't be choosers" seems apropos.

    I'm sure Axion would rethink rejecting Exide's overtures now that they themselve are almost a footnote.
    Dec 14, 2014. 11:09 PM | 3 Likes Like |Link to Comment
  • Why Fiat Chrysler Shares Fell Back To Earth In December [View article]
    I think this one could slip toward single digits. In the rare case it does it will be a nice buy or double down.
    Dec 12, 2014. 10:51 PM | Likes Like |Link to Comment
  • PetSmart Is Undervalued By 60% [View article]
    I think $85+ is more likely.

    Also, 2015 $80 calls not a bad play either for the risk/reward.
    Dec 12, 2014. 04:01 AM | Likes Like |Link to Comment
  • The Elf Must Die [View instapost]
    "Elfie" seems like he'd be friends with "Chucky"...http://bit.ly/1yFWybV
    Dec 12, 2014. 03:45 AM | Likes Like |Link to Comment
  • Could Gramercy Double Again? [View article]
    Fun read and some great deal ideas as usual. And yes I noticed your WLFC references going back to last year, hopefully another 25-40% left in that one.
    Dec 12, 2014. 03:30 AM | Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    Yup,

    The old Exide is worthless too I suspect.

    http://bit.ly/1qCwK2M
    Dec 11, 2014. 09:29 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    Mr. I,

    No need to buy puts (especially now). There has been plenty of opportunity on the short side the past 3 years. Surprised you haven't already made that trade many times based on your posts. The last few pennies down won't be as fun as the previous dimes and quarters.
    Dec 11, 2014. 09:22 PM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    RA,

    Why are you doing that for free. Axion pays Vani handsomely to do the same. We just have to be patient. j/k ;)
    Dec 11, 2014. 09:20 PM | 4 Likes Like |Link to Comment
  • Sanofi Rights - Is A $13 Payout Even Possible? [View article]
    Too early to tell the possible versus probable on the 1.8B.
    Dec 11, 2014. 07:12 AM | Likes Like |Link to Comment
  • OSHC Owners Forum [View instapost]
    Great call Toddro.
    Dec 11, 2014. 05:51 AM | Likes Like |Link to Comment
  • OSHC Owners Forum [View instapost]
    MVI,

    Good read on the situation. Subtle gains while you wait on a takeover is basically it.

    Now if you handicap that takeover event as near term (next 12 months?) and at a premium to book, not to mention buybacks help protect the downside, then its is good risk/reward punt.
    Dec 11, 2014. 05:48 AM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    Tesla sure went a lot farther in the past 10 years compared to Axion. I imagine the rest of this decade will be more of the same. Axion is likely worth less than Tesla's Xmas party bill?
    Dec 11, 2014. 05:28 AM | 9 Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    ii,

    Axion still has its patents. Maybe someone else will prove out the market and then some superstar, self funded, legal team will come champion Axion's claim for a piece of the shared action. Or not =(
    Dec 11, 2014. 05:24 AM | 3 Likes Like |Link to Comment
  • Sanofi Rights - Will A Seeking Alpha Post And Strategy Work? [View article]
    Your new scenario was always on the table but only became feasible with the recent US approval.

    Follow the smart money and ask yourself why risk averse institutional investors continue to hold these CVRs?

    Sometimes "channel stuffing" can be a win win in the pharma domain, especially where economic and societal interests align.
    Dec 11, 2014. 05:10 AM | Likes Like |Link to Comment
  • Sanofi Rights - Is A $13 Payout Even Possible? [View article]
    Anthony,

    Good points. Yes, those with CVR interest can "push" (even without customer "pull") sales past 400M and "net" the payout difference. I'd thought of that but I believe organic demand will take it past 400M anyhow.

    Glad you are starting to see the other angles to this play. But then again I like the low prices - thus maybe it's good your SA articles aren't getting wide readership (yet).
    Dec 11, 2014. 04:51 AM | 2 Likes Like |Link to Comment
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