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in4thelonghaul

in4thelonghaul
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  • The Outlook For U.S. Steelmakers Leads Me To Being Bullish On China's Steelmakers [View article]
    Interesting article - caused me to expand my steel watchlist. What I can't figure out, honestly, is why US steelmakers are not a great deal cheaper....I mean all things considered, why isn't AKS selling for $2.50 already?
    Apr 1 10:55 AM | Likes Like |Link to Comment
  • Vringo Settlement Talks With Microsoft; Buyout Or License? [View article]
    The 'problem' for VRNG is the length of time which the patents have left......well, and of course the laches decision which really took the air out of her sails.
    Mar 30 06:27 PM | Likes Like |Link to Comment
  • Millennial Media Could Be Zipping Higher Soon [View article]
    Seems the screaming buy, considering the difference in valuation metrics, in this sector is Velti - of course with more competent mngt. at the helm, such as YHOO might provide, an acquisition of MM could make sense.
    Mar 27 12:26 PM | Likes Like |Link to Comment
  • MannKind: A Pure Speculative Bet [View article]
    I think a sig. but generally underappreciated point to remember when trying to make a comparison of Afrezza with other already approved drugs is that MNKD is going for superiority....if they succeed on this, the FDA 'risk' is all but eliminated as it would seem about impossible for even the FDA Neanderthals to manufacture an excuse sufficiently plausible to justify denying full approval - regardless of whose BP ox may be gored in the long run.

    From my research, Afrezza pretty much eliminates the dangers of the dreaded and potentially fatal hypogycemic attack....this is absolutely amazing and revolutionary. Of course there is the problem, especially among youthful diabetics, of compliance faiure...again, Afrezza will pretty much eliminate this issue for the vast majority. And then there is the increasing speculation that effective intervention among the pre-diabetic population might possibly prevent the development of full-blown diabetes - imagine the medical cost savings which Afrezza likely represents from just these aspects. Unless I am mistaken, Afrezza has never missed an endpoint in the many previous trials that have been conducted. Remember - superiority, not just equivalency.

    Yep - I am way long MNKD
    Mar 21 12:41 AM | 2 Likes Like |Link to Comment
  • Short Vringo... Again? [View article]
    Thanks for the heads-up on NQ.....wasn't aware of this one. Like with VHC, VRNG, HGSI, DNDN, and WDDD, the discerning reader can mine under-appreciated gems from the reccomendations of others, whether a 2-bagger, 4-bagger, or 10-plus....it is all easy money; with luck NQ holds the potential for at least a double if not your 4-fold expectations....unless of course the 2nd shoe is about to drop on the US Fed propped house of cards as in the 2nd leg down of the great depression - but then that is why one goes into UVXY as it approaches oversold conditions.

    *Trading VRNG, UVXY and UGAZ shares - long May and Aug. VRNG $3 calls, plus a few select biotech and mining names names.
    Mar 18 08:20 AM | Likes Like |Link to Comment
  • The Dendreon Bear Raid Of 2009: Chasing The Perpetrators [View article]
    Thanks Ted for all your efforts regarding DNDN.....no one gets away with anything in the end - accounts will be settled by the One to whom we all must give account; not of immediate comfort, but definately comforting from the long-term perspective. As you and others have acknowledged previously.....many tens of thousands of men were denied a potentially life prolonging/saving treatment, abondened to suffer terribly and needlessly, by a relatively few truly corrupted and wicked men - they have blood on their hands and all will be held accountable.

    Best2Ualways -
    Long VICL, MNKD, DNDN, NWBO and ADXS
    Mar 4 11:52 PM | Likes Like |Link to Comment
  • Pengrowth Energy: A 53% Discount To Book Value Plus A 12% Yield [View article]
    Well, this just out Thursday evening after hours:

    >Pengrowth Energy announces a 55% increase in 2012 year-end proved plus probably reserves and replacement of 672% of production.<

    Won't help much should they announce a divident cut tomorrow.
    Feb 28 08:37 PM | Likes Like |Link to Comment
  • Following The Smart Money In The Intellectual Property Battle [View article]
    Amy....you have left out WDDD - the one which hasn't left the station...YET!!!

    If you are going to write these articles, you might as well put some serious DD into your work.
    Feb 28 09:50 AM | 2 Likes Like |Link to Comment
  • VirnetX Begins Cornering Apple In Patent Fight [View article]
    Nice article....

    That being said, VHC has gone from a s/p under a buck to a market cap of roughly $1.8 billion (YHOO figures) - honestly, isn't pretty much all the 'value' already baked in? Unfortunately I was totally oblivious to the whole VHC story and thus missed the boat.

    The big question now is 'what is the next VHC'??? It seems you have abstained from writing on the VRNG story, though you surely must be aware....any thoughts on this?
    Feb 21 09:06 AM | Likes Like |Link to Comment
  • Northwest Biotherapeutics: A Critique Of Adam Feuerstein Of TheStreet's Recent Analysis [View article]
    Thanks for your as always excellent article - and especially for making the effort to expose AF for newbies which may not be aware of his general reputation.

    IMO, AF's viewpoint rarely influences anyone with any experience in biotech - in short he is considered an attack yorkie in service of the short hedgies....and is pretty much considered laughable as his 'mistakes' are so frequent as to display only the most rudimentary and superficial understanding of trial design/results. If anything, AF's neg. opinion of NWBO will influence me to invest even more capital in NWBO...I just wish he would do a hit piece on ADXS - LOL
    Feb 19 09:37 AM | 7 Likes Like |Link to Comment
  • 5 Rallying Stocks Under $10 Poised For Notable Upside In 2013 [View article]
    I agree BRCD is an acquisition target, but a $20 target???? That just isn't realistic.....even if they delivered a couple consecutive sunningly positive earnings/guidance releases. I think the max they will go for, even assuming an excellent upcomings earnings/guidance report, will be $12
    Jan 10 02:02 PM | Likes Like |Link to Comment
  • 5 Rallying Stocks Under $10 Poised For Notable Upside In 2013 [View article]
    BRCD has been executing well, and is far from a 'sinkhole'....now if they were to miss or guide down come earnings, well that is left to conjecture for us retail who lack the well paid for 'insight' so common in the WS big leagues. IMO, BRCD is a prime acquisition target - now that Klayco is apparently out of the picture. It does seem very very odd that BRCD's BOD can't seem to find a CEO - but does that play into my acquisition thesis....not much more than a month before we see whether they continue to execute as they have of late.
    Jan 10 11:18 AM | Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Are you 12 years old, or just an idiot? LOL
    Jan 4 09:33 AM | Likes Like |Link to Comment
  • Long Opportunity Emerges As Sangamo Leverages Gene Editing To Hemophilia, Huntington's, Other Genetic Diseases [View article]
    Excellent, well balanced effort - thx.
    Jan 4 08:16 AM | Likes Like |Link to Comment
  • How The Micro-Hybrid Revolution Will Radically Change The Battery Market [View article]
    Well, I for one appreciate grobertson1's viewpoint......and I fail to see how it can be fairly viewed as any type of harassment. I am here to be educated, and that includes reading best case positives along with highly negative opinions, or just opinions urging 'caution'. BTW, very rarely does a company wait until the very last minute to raise capital.....for obvious reasons - over the last 12 years I have lost count of the times dev. biotech CEOs have said they have enough capital to last thru the next 12 months, only to turn around and dilute the shareholders long before those 12 months have elapsed; sometimes it is only a few months! You/grobertson1 bring up an interesting point regarding just why AXPW hasn't been taken out, or at entered into a mutually beneficial partnership arrangement with one of the industry's better funded major players.....and I don't buy the anti-trust issue, though I am not certain on that front.

    Of course, AXPW may be just weeks away from such a partnership announcement, or a s/p boosting announcement regarding firm orders or collaboration which will allow a capital raise at far far higher prices than the current 29 cent level we are at currently.

    Keep up the great work John - always an education reading your efforts and the varied replies you receive.
    Dec 28 01:29 PM | 7 Likes Like |Link to Comment
COMMENTS STATS
240 Comments
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