Mee

Why I'd Avoid Toyota, The #1 Automaker in the U.S.

On Jun 22 06:31 PM buddhabill wrote:


> Plus, most of the vehicles Made in America - F150s, Yukons, F500...er...Taurus,
> are not suitable for for Asian markets, or even Euro markets where
> diesels are the majority of the powertrains. You don't seriously
> want to open up that can of worms, do you? Honestly, if AMERICANS
> aren't buying American - either becaause of real or historic quality
> issues or fuel efficiency, then why would the rest of the world?!?

If American car companies can't produce vehicles that the rest of the world will buy, why does Ford Motor Company own 9% of the European market, while Toyota owns only 5%?

media.ford.com/article...

www.reuters.com/articl...

Even Opel outperforms Toyota in Europe.

Emisphere: Improving Drug Delivery

The delisting was not news. It was already in the cards for anyone that followed the stock at all. EMIS is a high risk play. That was what was good about his article. It illustrated the problems and didn't just pump. The only play on EMIS is to sit tight and wait on NVS. They'll decide its fate one way or the other, when the note comes due, in their decision to proceed on PTH, and ultimately in the outcome of the calcitonin trials.


On Jun 08 12:10 PM biowatcher wrote:

> Delisted

Emisphere: Improving Drug Delivery

very balanced
very timely
very accurate

Emisphere: Why We're Confident

EMIS does look more interesting given the GRAS result, and the NVS trials have huge potential. However, they have more than a need for cash for operations. They carry two convertible notes on their books that need to be dealt with. The $12M NVS note is due this December, and there's been no communication from mngt. regarding a plan to deal with the note. They don't have the cash to pay at maturity, and they also need to be careful issuing additional shares, since the MHR terms contain ratchets that could trigger extensive dilution. How do these issues affect your valuation?