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bazooooka

bazooooka
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  • 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
  • The Long Case For Conn's, Inc. [View article]
    Chir,

    This one will be a windy road but I think you will be able to average down and get to a point where the long term upside looks good.
    Dec 10, 2014. 06:16 AM | 1 Like Like |Link to Comment
  • Freshpet Inc.: A Fresh JOBS Act Short [View article]
    Nice short call. A lot of dog food quality IPOs should fall sooner than later. Even the ETF: IPO looks toppy.
    Dec 10, 2014. 12:13 AM | Likes Like |Link to Comment
  • GoPro: What Competition? Part 2 [View article]
    GoPro will have to innovate much better than tablets if they want turnover every year or so. I don't see it right now but will stay tuned.

    http://ti.me/1zMHCeo
    Dec 9, 2014. 11:03 PM | Likes Like |Link to Comment
  • Axion Power Concentrator 383: Dec. 07, 2014 [View instapost]
    RA,

    You see all that in $10,000+ dollars of buying (at most)?

    Could just be an impatient retailer trying to time/create the short term bottom bounce.
    Dec 9, 2014. 03:46 AM | 3 Likes Like |Link to Comment
  • Jay Bowman's December 5th Update [View instapost]
    JP,

    Too be fair you were actively involve in getting the Axion story out well past your tenure at the company.

    Part of the problem is many assumed your ear to the Axion ground was close and thus figured "if it's good enough for JP its good enough for me".

    Similar aspect here with Epower, since nobody on this board finds EPower without you pointing the way, but this time you are an insider and a little more buttoned up. Although I'd think Epower is just as risky as Axion.

    >>""FWIW, Axion's price and valuation progression was quite acceptable while I was actively involved in the process. ""
    Dec 9, 2014. 03:41 AM | Likes Like |Link to Comment
  • Jay Bowman's December 5th Update [View instapost]
    Bird,

    Are you invested in EPower?

    And Axion still? At one point it seemed Axion would be a "big deal" too.

    Axion no longer looks like much..but Epower still has hope. Too bad many look at it as Axion's only hope (near term).
    Dec 9, 2014. 03:36 AM | Likes Like |Link to Comment
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