Seeking Alpha

pacman1

pacman1
Send Message
View as an RSS Feed
View pacman1's Comments BY TICKER:
Latest  |  Highest rated
  • Capital Raise Decreases Risk For BreitBurn Energy Preferred Shares [View article]
    I highly doubt that EIG would invest 1B to drag themselves through bankruptcy. This is a bet that BBEP will survive. The idea above that EIG would welcome BK to get all the assets is farfetched. What would happen if somebody else would offer to buy the assets from BK just in the amount to cover all secured bonds? EIG would get back the principal on bonds and the preferred units would be wiped-out.
    Apr 1, 2015. 12:44 AM | 1 Like Like |Link to Comment
  • Full Circle rights offering is 94% subscribed [View news story]
    FULL's management is not the best nicely said. They forced shareholders to a secondary to keep their bonuses.
    Mar 31, 2015. 10:35 PM | Likes Like |Link to Comment
  • Capital Raise Decreases Risk For BreitBurn Energy Preferred Shares [View article]
    Glad I am long BBEPP only. Maybe I could try the common if it dips under $5.
    Mar 31, 2015. 10:25 PM | 1 Like Like |Link to Comment
  • Orexigen - Contrave Scripts Up, Equity Down, Approval In Europe Still Not Announced [View article]
    Vivus has bunch of debt, so market cap is not the best benchmark to compare.
    Mar 23, 2015. 12:10 AM | 1 Like Like |Link to Comment
  • Orexigen - Contrave Scripts Up, Equity Down, Approval In Europe Still Not Announced [View article]
    great post
    Mar 23, 2015. 12:08 AM | 2 Likes Like |Link to Comment
  • Orexigen - Contrave Scripts Up, Equity Down, Approval In Europe Still Not Announced [View article]
    I have quite reserved expectations for contrave on EU market, so I do agree with you. But I wouldn't judge based on us belviq launch, that doesn't seem right. I would model expectations based on contrave us launch. Yes, they should find a partner for EU.
    Mar 23, 2015. 12:07 AM | 1 Like Like |Link to Comment
  • Enteromedics: What Will 2015 Look Like? [View article]
    I wonder if the long posters here are buying. I think they should be to keep the price at $1. I can just speculate how much they have to buy to get the price to $4 or $20 how some long suggested here. Company is dumping shares through their ATM with Cowen and will so in the future as well per their 10K.

    Reading 10K (ETRM Annual report) and reading posts here I have a feeling I am reading about two different companies. It doesn't seems that whoever wrote 10K fro Etrm shares the optimism of longs here.
    Mar 21, 2015. 12:09 PM | 1 Like Like |Link to Comment
  • Full Circle rights offering commences [View news story]
    By issuing non transferable rights with exercise price under current share price the management is forcing you to buy, otherwise you lose in dilution. This is a bad move from management, they deserve to be kicked out. FULL clearly made bad investments, possibly the true book value is below the published book value and they might have liquidity problems, why else to ask for more cash from shareholders? I am so glad I didn't buy.
    Mar 17, 2015. 02:04 AM | 2 Likes Like |Link to Comment
  • Eisai Belviq sales down 41% from Q3 due to savings card program [View news story]
    I remember time when Dendreon refused to give guidance. After then it was downhill only.
    Mar 3, 2015. 11:28 PM | Likes Like |Link to Comment
  • Arena says Belviq refiling in Europe should occur by Q1 2016 [View news story]
    looks like they want to pump up the price little bit, but this will not help. I am going to file that I will sell my shares between now and be filing ...lol
    Mar 3, 2015. 11:22 PM | Likes Like |Link to Comment
  • Invesco Mortgage Capital's (IVR) CEO Richard King on Q4 2014 Results -- Earnings Call Transcript [View article]
    Generally positive news. I would prefer some buyback, but it doesn't seem likely as they said. I am happy with the BV. I might buy later if this goes back to 15.50 area.
    Feb 25, 2015. 12:30 AM | Likes Like |Link to Comment
  • A Challenging Quarter For Ellington Financial [View article]
    I went long. Small position.
    Feb 14, 2015. 03:39 PM | Likes Like |Link to Comment
  • Biodel FQ1 results [View news story]
    reading the transcript from conference call: we printed more shares, we have no revenues and no product on the market, we are positive and hopefull for our pipeline, it will take at least 2 years to start phase 3, but we remain optimistic as we were last 20 of our existence without one product that we would get on the market. amen and let's print more shares.
    Feb 14, 2015. 03:38 PM | Likes Like |Link to Comment
  • Felton takes over as sole CEO at Full Circle [View news story]
    I don't know if nav is going to go up. I just commented on the past. From 6.24 to 5.48. And for longer time detail you can see the article is full of it.
    Feb 11, 2015. 02:02 AM | Likes Like |Link to Comment
  • Ellington Financial slashes dividend [View news story]
    should go down tomorrow
    Feb 11, 2015. 01:58 AM | Likes Like |Link to Comment
COMMENTS STATS
55 Comments
33 Likes