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Igor Rivin

Igor Rivin
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  • Liquidity Services crashes on EPS miss, guidance cut [View news story]
    The magnitude of the drop in LQDT is absurd, given that most of that was known way in advance. The company now trades below book.
    May 8, 2014. 11:00 AM | 4 Likes Like |Link to Comment
  • Synageva Heading For Big Disappointment [View article]
    So you are say $110?
    Apr 28, 2014. 09:21 PM | Likes Like |Link to Comment
  • Synageva Heading For Big Disappointment [View article]
    The insider holding information is bogus. Below is the (correct) info from finviz.com. You will see that Mr Patel holds 52K shares, with a market valuation of roughly $4.5MM at today's prices. The R&D Head holds around $3MM worth. The Bakers apparently think little enough of the company to hold over $1.5BN of stock.

    However, we should all thank Mr Pearson, since the stock is up over 8% since this attack piece was published.

    Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
    Quinn Anthony EVP, CMO & Head of R&D Apr 01 Option Exercise 11.98 20,000 239,500 35,524 Apr 03 05:56 PM
    Quinn Anthony EVP, CMO & Head of R&D Apr 01 Option Exercise 0.95 10,000 9,500 25,524 Apr 03 09:56 PM
    Quinn Anthony EVP, CMO & Head of R&D Apr 01 Sale 83.53 20,000 1,670,691 15,524 Apr 03 05:56 PM
    Heberlig Chris Group Vice President, Finance Mar 12 Option Exercise 15.51 7,670 118,924 7,862 Mar 14 04:07 PM
    Heberlig Chris Group Vice President, Finance Mar 12 Sale 98.56 7,670 755,992 192 Mar 14 04:07 PM
    BAKER JULIAN Director Mar 06 Buy 105.75 375,000 39,656,250 8,172,521 Mar 07 05:54 PM
    BAKER FELIX Director Mar 06 Buy 105.75 375,000 39,656,250 8,172,521 Mar 07 05:53 PM
    BOESS CARSTEN SVP, Chief Financial Officer Feb 18 Option Exercise 1.70 9,927 16,876 9,927 Feb 20 04:14 PM
    BOESS CARSTEN SVP, Chief Financial Officer Feb 18 Sale 101.98 9,927 1,012,369 0 Feb 20 04:14 PM
    Patel Sanj K President & CEO Jan 29 Option Exercise 3.52 50,971 179,418 52,002 Jan 30 05:42 PM
    Patel Sanj K President & CEO Jan 29 Sale 87.97 50,971 4,483,953 1,031 Jan 30 05:42 PM
    Patel Sanj K President & CEO Jan 28 Option Exercise 2.49 51,329 127,874 52,360 Jan 30 05:42 PM
    Patel Sanj K President & CEO Jan 28 Sale 88.27 51,329 4,531,045 1,031 Jan 30 05:42 PM
    Apr 23, 2014. 11:48 PM | Likes Like |Link to Comment
  • Synageva Heading For Big Disappointment [View article]
    What is the source of this information? And has the CEO threatened to fire any analysts? The PT targets on this stock are not too shabby (of course, probably because the analysts did not care to ask Mr Pearson).
    Apr 23, 2014. 11:38 PM | Likes Like |Link to Comment
  • Synageva Heading For Big Disappointment [View article]
    Voting rights only matter if you believe in the co's business. Which they, apparently do.
    Apr 23, 2014. 11:36 PM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    WHere DO you (atrautman) get this crap? Any links or any other substantiation for this?
    Feb 26, 2014. 11:41 PM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    Haven't you heard of the "greater fool theory"? His loss is your gain...
    Feb 26, 2014. 11:40 PM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    Over twitter? What next, Morse code?
    Feb 26, 2014. 11:38 PM | Likes Like |Link to Comment
  • Opko: Ignore The Commentary And Focus On Numbers [View article]
    Here is another clue: railing on boards like this, when history is proving you wrong (I believe you were on the short side of OPK since it was around $4) does not make you look very wise.

    Your last comment is just wrong: OPK is 30% off its October highs, so there has not exactly been Tesla-like bubbly enthusiasm.

    I
    Feb 26, 2014. 10:57 AM | 1 Like Like |Link to Comment
  • Opko: Ignore The Commentary And Focus On Numbers [View article]
    What does this mean? If Frost did not believe that he would make money in the long term, he would not do it (assuming he is sane, which I do, don't know about you).
    Feb 26, 2014. 10:50 AM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    How do you know institutions are selling? My institution is certainly buying.
    Feb 25, 2014. 12:03 PM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    If you had every read Keith McCullough's book, you would know that he was a total moron. I would avoid anything to do with Hedgeye.
    Feb 25, 2014. 12:01 PM | 5 Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    Totally agree. Barron's seems to do this again and again.
    Feb 25, 2014. 12:00 PM | 4 Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan's Response To Barron's [View article]
    And you are saying this why?
    Feb 25, 2014. 11:58 AM | Likes Like |Link to Comment
  • Opko: Ignore The Commentary And Focus On Numbers [View article]
    I don't know either, and I am guessing it would be pointless to speculate. Just as it is pointless to speculate on what OPK would be selling for without Frost's buying.
    Feb 24, 2014. 03:03 PM | 1 Like Like |Link to Comment
COMMENTS STATS
151 Comments
210 Likes