Jack Wildcat

Jack Wildcat
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  • Chesapeake Energy says it has no plans to pursue bankruptcy  [View news story]
    Read between the lines.

    "Chesapeake currently has no plans to pursue bankruptcy and is aggressively seeking to maximize value for all shareholders."

    Currently would be the key word there.
    Feb 8, 2016. 11:41 AM | 5 Likes Like |Link to Comment
  • Examining Synthetic Biologics' Distruptive Approach To Obesity  [View article]
    BionHoward. Really they don't and have never offered that they are working on an obesity drug. SYN-004 is a C-Diff preventative treatment. SYN-010 is for IBS-C Treatment. Trimesta is a drug they are looking for a partnership for relapse remitting MS and maybe cognitive dysfunction in MS patients. Anything beyond those original targets is considered remote at this point and has no value.
    Jan 25, 2016. 10:09 AM | 2 Likes Like |Link to Comment
  • WPX Energy -25% as it adds more hedges to protect cash flows  [View news story]
    Kappaseek. You are badly misinformed. Try to do your own analysis instead of reading simple media articles. I'll be watching for when you start to shout methane is the problem instead of carbon.
    Jan 20, 2016. 02:28 PM | 3 Likes Like |Link to Comment
  • LA Times: California to probe whether Exxon lied about climate change risks  [View news story]
    We can't control the whole world and if you really feel that way then why don't you stop using everything associated with oil, gas, or coal? Good luck.
    Jan 20, 2016. 01:03 PM | 6 Likes Like |Link to Comment
  • Oil tumbles to new bear market low  [View news story]
    Maybe you should check the strength of the dollar if you want to know why oil is going so low. Devaluation of Chinese currency doesn't help...
    Jan 6, 2016. 03:04 PM | 3 Likes Like |Link to Comment
  • Synthetic Biologics Under The Microscope  [View article]
    Thank you for this fantastic in depth work. Can you do a follow up on the IBS therapy? Surprisingly, it may have more short term value to the company and be on a faster track for approval. I think it is very underrated considering the number of applications and comparisons. Seres Therapeutics Inc (NASDAQ:MCRB) has a $1.32 billion market cap valuation for their "poop transplants" that are not approved yet Synthetic remains at $230 million for a preventative measure and not treatment after you catch the disease. A huge opportunity here and RJ Kirk is heavily invested along with Dell and friends.
    Nov 24, 2015. 04:37 PM | 9 Likes Like |Link to Comment
  • Seres Therapeutics' lead product candidate tagged an Orphan Drug for prevention of C. diff infection  [View news story]
    SYN is preventative measure therefore it is unnecessary as treatment when it prevents C-Diff all together. Fecal transplant (which is exactly what it sounds like) or take two pills prior to treatment? I don't know about you but I would choose the preventative measure.
    Sep 30, 2015. 08:57 AM | Likes Like |Link to Comment
  • Seres Therapeutics' lead product candidate tagged an Orphan Drug for prevention of C. diff infection  [View news story]
    SYN is working on prevention of C. Diff and is at a fraction of the price...
    Aug 21, 2015. 11:20 AM | Likes Like |Link to Comment
  • Halc√≥n Resources (HK) Floyd C. Wilson on Q2 2015 Results - Earnings Call Transcript  [View article]
    $4B in debt might be problem?
    Jul 31, 2015. 03:34 PM | 2 Likes Like |Link to Comment
  • AmpliPhi Biosciences - Calling Captain Kirk: The CSO Has Left The Enterprise  [View article]
    They will be uplisting on a 50-1 split so that should help the ridiculous share count. Still though it is going to be a long term wait. Hopefully when they uplist management will be more transparent.
    Jul 29, 2015. 04:22 PM | Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity  [View article]
    The Bakken differential is $6 to $7 at this time and normally is closer to $10. Don't exaggerate it.
    Jul 20, 2015. 11:44 PM | 2 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity  [View article]
    You do realize that comparing Sandridge to Halcon is absolutely ridiculous. They don't even operate in the same areas. Their economics on those plays could not be more different. Anyone with a basic knowledge of oil and gas is laughing at the direct comparison of these two companies. Not really sure why you love claiming we are "fan boys" (immature at best) but it humors me to see someone who compares these two. I didn't say buy HK but shorting it at this point? There are much better places to put your money.
    Jul 20, 2015. 06:13 PM | 7 Likes Like |Link to Comment
  • Halcon - Extreme Mispricing Creates Opportunity  [View article]
    Shorting a $1 stock at it's 52 week low that is hedged better than 99% of all other oil companies. That's a really good idea. I mean, what could go wrong?
    Jul 20, 2015. 05:12 PM | 14 Likes Like |Link to Comment
  • Here Is Why I'm Buying Synthetic Biologics  [View article]
    The value of the company is mainly in SYN 004. SYN 010 is secondary. The only value Trimesta has is selling it or partnering it for cash so they can avoid dilution.
    Jul 7, 2015. 05:09 PM | 5 Likes Like |Link to Comment
  • IPO Preview: Seres Therapeutics  [View article]
    Also SYN has a market cap under $200 million and MCRB is at about $1.6 billion... You do the math.
    Jul 6, 2015. 12:24 PM | 1 Like Like |Link to Comment