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Ulysses Benjamin Dover

Ulysses Benjamin Dover
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  • EXAS: Testing Negative For Future Revenue [View article]
    PSalerno, I know your ID is a cover used to do comments on articles, but please spare us the silliness. Go back to scaring people into buying gold or something.
    May 1 12:54 AM | 1 Like Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    2) "Calculating the reimbursement rate via crosswalk analysis has no relation at all to the true value of Cologuard."

    That's actually true. Cologuard is worth far more to CMS than even $500 per test as it will literally save BILLIONS of dollars in cancer treatments over the first decade.

    Funny use of charts by the way. Apparently you are relying on some people's mediocre math skills to not know you are analyzing your charts wrong. Good thing the FDA panel that voted 10-0 to approve understands stats.

    Also a point. CMS agreed, eagerly, to review in parallel Cologuard with FDA. That is a rarity. Only a few percent of products get that. I wonder why? You should cover now instead of waiting, it'll help you cut your losses.

    One last thing, do you really think you're smarter than Baird, Goldman Sachs and William Blair??? If so, you're nuts. Go sell something, that's where your skill ends.
    May 1 12:52 AM | 2 Likes Like |Link to Comment
  • EXAS: Testing Negative For Future Revenue [View article]
    you can stop reading at "only one product in the pipeline." That is not true, see upcoming seminar with various presentations for proximate cancers.

    Also, FDA has already indicated crosswalk approach which is why Conroy is saying it. Expect a price around $400 a test.

    These hit pieces are becoming tiresome and desperate. Company has made slow steady progression for five years without hyping. Institutional hands are very strong, including recent demand for shares by Goldman Sachs, Baird and William Blair A-list clients.

    When the short-squeeze begins it will be up sharply. The shorts are trying to bail themselves out and/or get shares cheaper because they know the company's bright future.

    This manipulation is shameful, possibly criminal and SA ought to reconsider its editorial standards, as Barron's pointed out a few week ago.
    May 1 12:27 AM | 6 Likes Like |Link to Comment
  • SolarCity, SunEdison And The Retained Value Game [View article]
    "What happens if long-term weather patterns or other environmental issues reduce the energy output?" You lost me on that one. Are you saying it might be cloudy for years? If that's so, then we got big problems. Probably problems that using solar in place of burning fuel could help.

    Even at flat energy prices, which is unlikely to occur for decades, and only if renewables approach half the mix, the retained value holds up. Your thoughts could make sense 30 or 40 years from now, very unlikely anytime sooner.
    Apr 17 07:26 PM | Likes Like |Link to Comment
  • Exact Sciences Is A Near-Term Short Due To Risks And Assumptions About Its Future Business [View article]
    Come on E-T, don't you understand being a contrarian? This guy has it right. In the face of brilliance, act stupid. Being dumb works all the time doesn't it???
    Apr 14 12:11 PM | Likes Like |Link to Comment
  • Exact Sciences Is A Near-Term Short Due To Risks And Assumptions About Its Future Business [View article]
    Sell puts at the money over and over, premiums are stupidly high.
    Apr 14 12:10 PM | 1 Like Like |Link to Comment
  • Exact Sciences Is A Near-Term Short Due To Risks And Assumptions About Its Future Business [View article]
    In addition the cash burn will be lower now that study and submission has occurred.
    Apr 14 12:09 PM | Likes Like |Link to Comment
  • Exact Sciences Is A Near-Term Short Due To Risks And Assumptions About Its Future Business [View article]
    This guy has had it right on EXAS for several years now. I see no point in saying he's suddenly wrong: http://on.mktw.net/1eF...

    In short - and long - the "premium pricing" is not $300, that is the low-end of the range and is profitable. At $400 or $500 the margins are huge. My guess, a price around $400 is the CMS reimbursement and a tad higher for regular health insurance.

    The large short float isn't conducive to shorting, rather, EXAS is ripe for a squeeze. When that happens, probably around FDA and CMS final decisions, stock will rise by around double, possibly triple, as there are more short shares borrowed than long shares trading by quite a bit. Remember, all the offerings were essentially pre-subscribed by clients of the underwriters. This is not a company raising money because they need to, they are doing it because they can - and that is the mark of a very well run company.
    Apr 14 12:08 PM | Likes Like |Link to Comment
  • Debating Michael Lewis' 'Flash Boys': High-Frequency Trading Not All Bad [View article]
    the high frequency traders who paid for a faster route to market, i.e. building their own fibre-optic or microwave, are in general attempting to cheat. They are not adding market depth or liquidity as a rule as they are taking no market making risk. They are simply blazing between two parties, grabbing the trade with one hand, passing it to their other hand and then completing the trade, while leaving a teeny tiny cut in their own hands. They did nothing to improve the market's function, they just stole so fast, nobody quite could figure it out, well, except the thieves.
    Apr 7 12:03 PM | 3 Likes Like |Link to Comment
  • The Flash Boys Have It Wrong - The Market Is Not Rigged [View article]
    LOL, wow, I can hear the rocks rattle in your head. While HFT is no longer the biggest problem in the market as it was a few years ago, cheating is cheating, and high frequency trading is cheating. It is digital insider information and anybody who doesn't see that is either stupid or a crook. I suspect Mr. Stout is stupid.
    Apr 7 11:56 AM | 8 Likes Like |Link to Comment
  • Small-Cap Advanced Energy Has Uncapped Potential [View article]
    yep, that 12% dividend for EROC will make back the 50% the stock has lost the past year in just 5 years. The company has a very weak balance sheet and will need to finance more development, i.e. debt or dilution. There are much easier plays in the energy space.

    I like Hercules better, but their balance sheet is weak too. They also have a lot of headwinds that might require a retrenching of their business model.

    I'll take AEIS when the market firms again.
    Mar 27 01:53 PM | Likes Like |Link to Comment
  • Chesapeake under fire from Pennsylvania governor over Marcellus royalties [View news story]
    well folks (pun intended), it's either natural gas for the next couple decades or coal, until solar really takes a bite out of what we need. So, Zebra, how do you propose we fix the issues that come with using fossil fuels? Stop using fossil fuels? Someday, but not today, we'd all freeze and starve. Using nat gas as the bridge to the next thing is the way to go, the process needs tweeking, but nat gas beats the hell out of coal which was killing people in cancer clusters all over America (and still does globally).
    Feb 18 02:16 PM | Likes Like |Link to Comment
  • Exact Sciences - Appendix: Answering The Critics [View article]
    hey look, EXAS is higher. I think I'll buy more.
    Jan 28 09:57 PM | Likes Like |Link to Comment
  • Tactical Asset Allocation Strategy For Conservative Investors [View article]
    very pedestrian approach. Missing appropriate measures of current risk. Not really tactical actually, just MPT using biased back testing. A hardy Meh.
    Jan 28 09:56 PM | Likes Like |Link to Comment
  • 5 Reasons Why This Tech Stock Will Grow Considerably In 2014 [View article]
    well, you're late to the game, butt welcome. BTW, you missed the most exciting aspect of this company, its maintaining partial ownership of projects.
    Jan 14 02:14 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
157 Comments
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