Molycorp (MCP): Q1 non-GAAP EPS of -$0.15 beats by $0.12. Revenue of $146.4M beats by $9M. Shares +5.6% AH. (PR) [View news story]
What I mean is there is no margin or cost per element. All the margins and costs blend into each other because it is one single complex process. The only real margin and cost is the one taken over all elements. They should have those numbers in SEC filings or conference call.
Molycorp (MCP): Q1 non-GAAP EPS of -$0.15 beats by $0.12. Revenue of $146.4M beats by $9M. Shares +5.6% AH. (PR) [View news story]
I think they don't have refining costs and yields for individual elements. Because LREE and HREE mining is a very complex process in separating all the elements from each other and unique to each individual mine, I would expect just one comprehensive number for the entire mine. That said I don't think MCP is a good investment unless you believe rare earth prices will rise again in the short term, which is a very political calculation
Time To Change Investment Strategy On Wall Street [View article]
TSLA is not just a momentum stock. They will hit 30K/yr run rate in 2014 and likely over 50K/yr run rate in 2015 with Model X. $100K/car ASP and 10% net margin translates to $10B on P/E 20, or $20B on P/E 40.
BlackBerry And Carl Icahn: Time For A Short Squeeze? [View article]
Come on. How do you tell whether a short squeeze will occur? Might Icahn have played the FSLR runup for example as apparently a short squeeze wasn't a significant factor in share price appreciation? Thanks
5 Stocks To Watch For Gains Next Week [View article]
What do you mean by nowhere as efficient? If you look at their P/S on finviz.com it is only 0.05, although accounting for sharp drop in sales over past year P/S is more like 0.10, close to RAD. Please take another look. Thanks. http://bit.ly/10AOUPD
5 Stocks To Watch For Gains Next Week [View article]
So what comparables to RAD do you use? Didn't look too deeply into SVU, but SVU is also has a P/S of ~.1 when you use the latest quarter sales and multiply by 4. Do you think RAD or SVU is more undervalued?
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
BVTI had a p value of .001 for the IgM subgroup and the treated population did worse in the IgG subgroup. BVTI was a potential ~15 bagger if the FDA was OK with their retrospective analysis.
Thanks for the insight. I was using normal distribution as an analogy. Is this non-parametric statistical analysis you're talking about the same thing most biotech companies use with regards to KM curves and hazard ratios? Thanks.
also what exactly did you mean be "not as conservative?"
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
There is retrospective results on the IgM population, which slightly over 50% of the patient population consists of. In these the p-value was 0.001 if I remember correctly and was not completely retrospective as BiovaxID depends on the immune system and is specifically conjugated to the immunoglobulin of the patient, but the FDA still denied their BLA suggesting stellar results will have to exist.
By extension, a huge increase in long-survival patients is not as significant to me as it may be for some of you others, because just as in a normal distribution if you shift the mean over a little, the people who are over some threshold increase exponentially. Depending on how they picked the people in the first place, the outstanding results may be explained like so. GL.
A Journey To Add Biotech To The Portfolio [View article]
Tesla's '5 Part Trilogy' Grand Finale - All Signs Point To Battery Swapping Or Faster Charging [View article]
kennethferrell's plan sounds good too.
Tesla's '5 Part Trilogy' Grand Finale - All Signs Point To Battery Swapping Or Faster Charging [View article]
5 Stocks To Watch For Gains Next Week [View article]
Molycorp (MCP): Q1 non-GAAP EPS of -$0.15 beats by $0.12. Revenue of $146.4M beats by $9M. Shares +5.6% AH. (PR) [View news story]
Molycorp (MCP): Q1 non-GAAP EPS of -$0.15 beats by $0.12. Revenue of $146.4M beats by $9M. Shares +5.6% AH. (PR) [View news story]
Time To Change Investment Strategy On Wall Street [View article]
BlackBerry And Carl Icahn: Time For A Short Squeeze? [View article]
BlackBerry And Carl Icahn: Time For A Short Squeeze? [View article]
5 Stocks To Watch For Gains Next Week [View article]
5 Stocks To Watch For Gains Next Week [View article]
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
Thanks for the insight. I was using normal distribution as an analogy. Is this non-parametric statistical analysis you're talking about the same thing most biotech companies use with regards to KM curves and hazard ratios? Thanks.
also what exactly did you mean be "not as conservative?"
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]
By extension, a huge increase in long-survival patients is not as significant to me as it may be for some of you others, because just as in a normal distribution if you shift the mean over a little, the people who are over some threshold increase exponentially. Depending on how they picked the people in the first place, the outstanding results may be explained like so. GL.
Northwest Biotherapeutics: Moving DC Vax-L Rapidly Forward And Starting DC Vax Direct Trials [View article]