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losbronces

losbronces
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  • Crude closes below $92 on demand woes, energy shares hit [View news story]
    Its the refined product inventory that is the problem now.
    Sep 10, 2014. 03:56 PM | 1 Like Like |Link to Comment
  • Armada Hoffler Properties: High-Yield Buy On Secondary Weakness [View article]
    Volume is over 14X 10-day ADV (68,000) already.

    Just curious, do you expect it to get below the secondary price thats been set? I find that usually happens with secondary offerings in the MLP space. But I've been following (DOC) and it hasn't dropped to the secondary price yet.
    Sep 10, 2014. 11:48 AM | Likes Like |Link to Comment
  • Why The Gigafactory's Fate And Tesla's Future Are In The Hands Of The Nevada State Legislature [View article]
    Its old news that Panasonic will be participating: http://bit.ly/1qN0klU; although the amount of capital they will contribute isn't clear.

    Also, here is a link to the last 10Q filing showing cash & cash equivalents at $2.4 billion. Please note that the 10Q is expressed in 1000s of dollars: http://bit.ly/1oBPDgM. If you include short-term securities, accounts receivable, inventory (which should be easily converted to cash), they have over $3 billion. 
    Sep 9, 2014. 10:37 AM | 2 Likes Like |Link to Comment
  • Why The Gigafactory's Fate And Tesla's Future Are In The Hands Of The Nevada State Legislature [View article]
    If not Nevada, then Arizona or Texas or even New Mexico along the I-10 corridor. Maybe a delay if its not approved in Nevada, but it doesn't stop the factory. There will be a state that will give them what they want in exchange for the jobs & a promise of future revenues.

    You might want to check that August 14 date in the last sentence for the special session as well...
    Sep 8, 2014. 11:16 AM | 5 Likes Like |Link to Comment
  • Summit Midstream Partners prices upsized public offering [View news story]
    Okay, they are just reselling units that are already issued on behalf of the sponsor. With the units trading at an ADV of under 84,000 units, that makes sense. It would otherwise take a long time to sell those 4 million units.
    Sep 5, 2014. 10:06 AM | Likes Like |Link to Comment
  • 3 Massively Overvalued Companies Which Could Be Great Shorts [View article]
    I remember very well what happened in 2000. All those tech stocks selling at PEs of 100+. And then they weren't.

    If you are attempting to reassure anyone with that information, you might want to look at a different time period than the Y2K tech wreck.
    Sep 5, 2014. 09:55 AM | 2 Likes Like |Link to Comment
  • E-Bikes And Tablets: Two More Bullish Catalysts For Undervalued Battery Maker Highpower Technology [View article]
    I bought HPJ on the last earnings when it didn't react to the significant beat. Its reacting now.
    Sep 4, 2014. 03:32 PM | Likes Like |Link to Comment
  • Summit Midstream Partners prices upsized public offering [View news story]
    From the PR: "SMLP will not receive any of the net proceeds from this offering and the number of SMLP's outstanding common units will remain unchanged."

    I honestly don't see how that works; i.e., how will there be no proceeds & no change in the outstanding common units?
    Sep 4, 2014. 09:43 AM | Likes Like |Link to Comment
  • Fast-fashion misfire at Zara [View news story]
    Right. Its just an innocent mistake. Striped shirts are for the prisoners, I've never seen a sheriff wearing a striped shirt with a badge on it.
    That one stinks Zara.
    Aug 27, 2014. 01:15 PM | Likes Like |Link to Comment
  • Delphic Icahn tweet sends Herbalife higher [View news story]
    It might even have something to do with (NYSE:CVI) and its associated MLPs. That is still a large holding for Icahn and it hasn't been performing.
    Aug 27, 2014. 11:57 AM | 1 Like Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    Yes, no point spending money in Ecuador then.
    Aug 27, 2014. 10:08 AM | 1 Like Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    Scottrade charged $16.94 for a 5000 share buy. For ZARFF, they only charged the usual $7. Both are pink sheet stocks in the US.
    Aug 26, 2014. 10:12 AM | 1 Like Like |Link to Comment
  • To Handsomely Beat The Market, Buy Petroamerica Oil With Both Hands [View article]
    I would stay out of Ecuador. Rafael Correa is headed for a "president for life" position. Hugo Chavez helped place him in power (Hugo provided the money for his campaign) there and he is a Chavista. So imo, there is an increased risk of the government taking your investment. Its already happened with some mining ventures.

    Even the Caterpillar dealer moved its headquarters to Panama. That is a vote of no confidence from a long-term Ecuadorian enterprise.
    Aug 26, 2014. 09:46 AM | 11 Likes Like |Link to Comment
  • Keurig Green Mountain signs licensing deal with Kraft [View news story]
    In case you haven't seen this summary of best/worst short-selling activists this year: http://bzfd.it/1whFQ7o; Einhorn has the second-worst record of those listed.
    Aug 22, 2014. 12:36 PM | Likes Like |Link to Comment
  • 3 Lessons From The Galena Scandal [View article]
    Excellent post Erbois.
    Aug 21, 2014. 11:30 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
706 Comments
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