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Jack Wildcat

Jack Wildcat
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  • Petroshale: Junior Oil Play With Big Potential [View article]
    Petroshale is at the same level in terms of production where Kodiak Oil & Gas was in 2008. Petroshale also has working interest in the same Bakken rich assets. It remains to be seen if the company can get anywhere near Kodiak Oil & Gas in terms of growth.

    Petroshale is not an operator. Kodiak is. Get your facts right.
    Sep 9 11:32 AM | Likes Like |Link to Comment
  • EXCO Resources: Waiting For The Inflection Point [View article]
    Due to Marcellus natural gas field (and somewhat Utica, Haynesville, associated gas from oil production) the natural gas market in the US is poised to stay in the $2-$5 range for the next 5 years. With $5 only being reached in the event of a price shock or extremely cold winter. LNG is a wonderful story but there is not enough facilities in the next 5 years to effect the domestic natural gas market. Also, Haynesville and Marcellus due to pipeline constraints and takeaway issues receive $1 or more discount on their natural gas produced even at these prices. Not saying that there aren't some companies that are undervalued but you have a long time to wait on anywhere close to $8-$10.
    Aug 22 09:21 AM | 1 Like Like |Link to Comment
  • Today's Market: Mergers And Acquisitions, Earnings And An Ebola Play [View article]
    On Ebola plays you might want to check out TKMR (Tekmira Pharmaceuticals Corp). Only company doing human trials or that far along.
    Aug 1 10:31 AM | 1 Like Like |Link to Comment
  • Arch Coal: Moving Ahead Despite Challenges [View article]

    Don't get ahead of yourself. When the government finds the carbon science as flimsy as it really is guess what they will target next, methane being released into the atmosphere. Not suggesting coal has a rosy future as there will be companies that cease to exist along the way but government always manages to screw up the "clean energy" of the future. Nobody is hating on oil and we currently have a limited supply due to the fact most OPEC and larger producers just can't seem to have peace or weed out the corruption. Invest in domestic US oil companies and only the coal companies that will survive the long downturn. It will turn higher but will take an energy shortage to really run or a significant event (black swan type). Even a hot summer or a really cold winter would help although with the cold winter you have the current rail transportation issues that have affected the coal supplies.
    Jul 18 12:35 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    As a side note you did not mention their Pertussis study once (which they remarked will likely be the first treatment to make it to market) or their relationship with Intrexon/RJ Kirk/Third Security. Also, you clearly did not research Kanzer's past association with the company and how he was forced out. Terrible half baked article. On this stock I strongly believe the upside is more likely than further downside, which you actually pretty much alluded to, so I find it ridiculous you mention this stock as a good short idea. Your lack of knowledge surrounding this company makes your credibility pretty questionable. I don't think you know a thing about the company and its potential pipeline. Also, not a word about how Rhonda is partnered with UCLA or the more complex details of how the Phase III trial for Trimesta is not fully funded by SYN. Go back and read their conference call transcript that is available if you want an accurate picture of this company. I am long term and looking forward to the multiple catalysts in 2015.
    May 19 06:12 PM | 13 Likes Like |Link to Comment
  • Synthetic Biologics Under The Radar With Upcoming Multiple Sclerosis Data Catalyst [View article]
    Their biggest asset is the pill for C-Diff prevention. Steve Kanzer was forced out and they are changing into an infectious disease company. Trimesta had fairly good results and the reaction was overdone. Easy enough.
    May 1 10:15 AM | 2 Likes Like |Link to Comment
  • U.S. appeals court upholds hazardous air pollution rule [View news story]
    JRS03n. You are badly informed about what coal plants put in the air. Please stop spreading BS unless you are an expert on the subject. Clearly, you are not. I don't know where you get your information and I don't care but your just wrong.
    Apr 15 06:09 PM | 5 Likes Like |Link to Comment
  • AmpliPhi Biosciences: A Speculative Play In Biopharmaceuticals Too Compelling To Ignore [View article]
    Agreed. Thanks for the information guys. I will go back and check the SEC filings.
    Apr 15 10:42 AM | Likes Like |Link to Comment
  • AmpliPhi Biosciences: A Speculative Play In Biopharmaceuticals Too Compelling To Ignore [View article]

    Where do you get your market cap? I get mine off of Which if I am not mistaken, is what Ampliphi is listed on.
    Apr 14 05:01 PM | Likes Like |Link to Comment
  • AmpliPhi Biosciences: A Speculative Play In Biopharmaceuticals Too Compelling To Ignore [View article]
    APHB Security Details
    Share Structure
    Market Value1 $25,415,660 a/o Apr 11, 2014


    APHB market value is $25.415660 million. Not sure where you get $149 Million but I wouldn't touch it if it was that value currently. No revenue and clinical studies are far out. The only reason it is valuable right now is the fact that it is only worth $25M...
    Apr 14 10:00 AM | Likes Like |Link to Comment
  • Bloomberg: Gas is just a sideshow to U.S. producers prizing oil [View news story]
    Mandating a transition of all government owned vehicles to natural gas? Seriously? I don't think so. Maybe the government should choose certain industries to succeed and give them tax breaks (solar, wind) while bankrupting cheap energy (coal). Thanks for the laugh, I needed that.
    Apr 8 03:38 PM | Likes Like |Link to Comment
  • Following The Smart Money: The Small Cap Biotech Investments Of Randal J. Kirk [View article]

    You left off OGEN? They have a large investment in OGEN. APHB is another Kirk/Third Security/Intrexon investment but since it has not been uplisted yet (they are in the process) I guess that is left off here.
    Mar 14 10:05 AM | Likes Like |Link to Comment
  • Why Prem Watsa Of Fairfax Financial Put 15% Of His Portfolio Into SandRidge Energy [View article]
    A horizontal Mississippian well can cost every bit of $10 million or more. If we are discussing verticals then you are correct.
    Mar 13 10:58 AM | Likes Like |Link to Comment
  • Why Prem Watsa Of Fairfax Financial Put 15% Of His Portfolio Into SandRidge Energy [View article]
    On point #1. Your knowledge of the oil and gas industry seems to be lacking. Most people who work in oil and gas know that BOE is sort of a bs number. I can make a large gas well have a huge BOE, doesn't mean it is a terrific well. As far as uncertainty, the wells cost enough to drill ($10 million plus) where the returns have not been able to make it work so far. I do think the company is undervalued but I think this article does not contain enough knowledge about the company and is generally worthless from the point of someone who knows the oil and gas industry. Follow blindly if you must.
    Mar 12 03:59 PM | 4 Likes Like |Link to Comment
  • Another Day, Another Major Shale Discovery [View article]
    Go to North Dakota and then you tell me overpopulation is the problem. There is plenty of land out there when you are not clustered in a big city.
    Mar 3 11:53 AM | 5 Likes Like |Link to Comment