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Jerome Verony

Jerome Verony
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  • Datawatch Joins Industrial Internet Consortium [View article]
    The momentum Datawatch has been building so far in H1 2014 is just phenomenal!
    May 28, 2014. 11:53 AM | Likes Like |Link to Comment
  • Gevo: A White Knight Emerges As Delays Don't Mean Disaster [View article]
    Thank you for this timely coverage! Been following GEVO for a few years and this could be the turning point we've been waiting for. For those new to GEVO's story, the current price point paired with ongoing production ramp up and secured financing provides terrific alpha.
    May 13, 2014. 09:35 AM | Likes Like |Link to Comment
  • Vale... Ya? Not Yet. Still Reckless, Not Contrarian. [View article]
    Good analysis and fair position.
    May 5, 2014. 11:16 AM | Likes Like |Link to Comment
  • Lpath Lands Fast-Track SBIR Grant from the NIH for Traumatic Brain Injury Treatment [View article]
    good news, validating the clinical potential of Lpath's pipeline!
    May 5, 2014. 08:22 AM | Likes Like |Link to Comment
  • Aastrom buys Sanofi unit [View news story]
    great!
    Apr 21, 2014. 01:15 PM | Likes Like |Link to Comment
  • Aastrom gets go-ahead to continue Phase IIb trial of heart drug [View news story]
    good news!
    Apr 9, 2014. 09:25 AM | Likes Like |Link to Comment
  • Iron Ore - Better To Travel Than Arrive? [View article]
    Hi Tzeanchen,

    insightful post there but I somewhat disagree with your argument.
    First of all, and I say this as someone who has studied & spent time in China, it is infinitely harder for the Chinese to actually do something meaningful about pollution than it is for their politicians to announce reforms. IF China is to reduce infrastructure investment, which account for about 45% of GDP growth, before 'organic' GDP growth picks up meaningfully then they are in for a hard landing. IF China is to reduce domestic iron production but does not slow down infrastructure investments, it will have to import more steel.

    You are right to say that iron ore prices don't have to go up forever. They haven't and they won't. But they may stabilize at a reasonable level and allow efficient producers like VALE to perform decently.

    best,
    Apr 8, 2014. 02:44 PM | Likes Like |Link to Comment
  • The One Sector Where Crash Helmets Are Advised [View article]
    I can hardly think of a sector where the assessment of individual companies and of their science is more critical than in biotech. True, investing in biotech has become a bit of a trend but that should not belie the promise underlying the sector.

    What matters in the end are the very real medical advances springing forth from biotech as of late. In a lot of ways, we are only beginning to scrape the surface of what is feasible in biotech and in related disciplines, so I see much reason for optimism. Companies such as Intrexon have a more ambitious vision of the future than that proverbial single "protein compound under a microscope", although one should not discard the potential value of even one game-changing compound indeed!
    Apr 3, 2014. 02:54 PM | 1 Like Like |Link to Comment
  • Iron Ore - Better To Travel Than Arrive? [View article]
    "Investors are hiding in these large cap names given the prospect of higher free cash flows and dividend yields (eventually) in 2015/2016 onwards."

    VALE has announced $4.2 billion in dividends for 2014, or $0.815 / share. This roughly equates to a 6% dividend yield given current capitalization.

    "Controlling air pollution has been another top priority, which has serious implications for steel demand going forward."

    It will certainly have an impact on Chinese domestic steel production, which in turn could have a positive impact on demand for foreign steel.

    As mentioned in a very recent SA article, VALE enjoys a cost advantage vs domestic Chinese producers which one should think, positions it favorably.

    While industry dynamics are considerable, one really should consider each company for its own worth.
    Apr 3, 2014. 02:34 PM | Likes Like |Link to Comment
  • Rosetta sets strategic alliance [View news story]
    financial terms of this new 'alliance' unfortunately not disclosed. Why?
    Apr 2, 2014. 02:44 PM | Likes Like |Link to Comment
  • Prana collapses after trial fails [View news story]
    AFAIC, Prana's 'raison d'ĂȘtre' has vanished thanks to this study outcome. The science behind the company was controversial from the start, now we know for sure it doesn't work.
    Apr 1, 2014. 08:42 AM | 1 Like Like |Link to Comment
  • Vale fears it could lose all of Guinea mine investment [View news story]
    certainly not the greatest news, but the chance of a write-off happening seems to have been priced in for a while already. Vale is cheap no matter how you look at it.
    Mar 31, 2014. 02:33 PM | Likes Like |Link to Comment
  • Aastrom: Mice Scared Me Away [View article]
    Michael,
    as a medical professional you must be aware of the fact that animal models are at best indicative of human response in clinical trials.
    1) please explain to me how preclinical animal trials are still of valid concern to a drug platform which is currently showing promise in (human) clinical trials.
    2) you argue that the stock was unduly 'inflated' by another SA commentator's article. However, I would argue that at least part of the run-up prior to your article was due to anticipation of Aastrom's presentation at the 2014 Regen Med investor day. Can you offer any insights on the updates presented by the company during its most recent presentation?
    Mar 31, 2014. 01:35 PM | 1 Like Like |Link to Comment
  • OXiGENE Incorporated: An Undervalued Opportunity In Biopharmaceuticals [View article]
    OXGN holds promise but lacks cash. I'd be looking out for further dilution.
    Mar 26, 2014. 02:57 AM | Likes Like |Link to Comment
  • Superconductor Technologies: Potential Copper Wire Alternative Blockbuster [View article]
    Thanks for introducing more investors to this promising company / turnaround! Been following them for a while, progress in building up manufacturing capacities has been steady over the last year or so. A target price around 10$ seems reasonable given the production capabilities that are expected to go online within a year.
    Mar 13, 2014. 05:16 PM | Likes Like |Link to Comment
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