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Milhouse

Milhouse
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  • Dark Days Ahead For Herbalife Longs [View article]
    "On Jan. 9 at 2:50 p.m. ET, 25,000 of the January 2014 50-strike puts in Herbalife were bought for $7.25 each; at about the same time on Jan. 10, 20,000 more were purchased for slightly less.

    In total, this trade costs over $32 million and represents a bet that Herbalife stock will fall below 42.75 by January 2015—a 50 percent decline from where the stock was trading."
    Jan 16 11:05 PM | 1 Like Like |Link to Comment
  • Dark Days Ahead For Herbalife Longs [View article]
    Remember when bribery was simple and easy?

    "O Death in Life, the days that are no more!"
    Jan 16 02:53 PM | Likes Like |Link to Comment
  • Unilife: When A 'Growth' Pure-Play Isn't A Smart Play [View article]
    Very interesting and informative article.

    I looked into UNIS about 2 years ago, and then again 1 year ago, but I never could figure out what a proper valuation would be. So I never bought it. Your reasoning and conclusion make sense to me.
    Thanks.

    BTW, I definitely agree with your generalization about companies which rely on their patent portfolio. When a company keeps spending money on new patents year after year without monetizing the ones they already have, something is wrong. Just generally, not saying UNIS is doing this. GLTA
    Jan 16 01:55 PM | 1 Like Like |Link to Comment
  • Tesla Motors upgrades wall chargers [View news story]
    "ICE vehicles catch fire way more frequently than any Tesla ever will. Maybe you should think twice about letting your family ride in one."

    Why do you let your family ride in an ICE vehicle when you advise others not to?
    Jan 15 08:45 AM | Likes Like |Link to Comment
  • 8 Fictions Of Plug Power [View article]
    Nice, informative article.

    Claiming that the emperor wears no clothes all but demands that others describe his new outfit in the most complimentary terms.
    Jan 10 11:19 AM | 2 Likes Like |Link to Comment
  • Implant Sciences: The 30-Year-Old Virgin Grows-Up. [View article]
    What is the current share count fully diluted?

    I read somewhere recently that it is now over 140 million.

    Can anyone confirm this?
    Jan 2 10:36 AM | Likes Like |Link to Comment
  • MusclePharm Fails To Pump Me Up [View article]
    From the last CC:

    "We're in the midst of negotiating a line of credit with a private equity firm, that we're building a strategic relationship with. We plan to have that completed in early December."
    Dec 4 08:40 AM | 1 Like Like |Link to Comment
  • Quantum Fuel Systems: Inflection Point Has Been Reached, At Least 50% Upside Ahead [View article]
    One correction, many of us had heard of QTWW before this, because they designed/manufactured the drive system for the Fisker Karma.

    I was invested in Quantum during that period because Fisker was supposed to make 15,000 cars in 2011, and Quantum was to receive $3,400 to 3,600 for each one. When Fisker failed to even make 1000 cars, and stopped even trying, I got out of Q with a loss.

    Seems like people are making a profit off this stock, but I became disillusioned with management a long time ago. GLTA
    Nov 28 08:41 AM | Likes Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    I think I see your point. I was misreading that and assuming that in their terminologies, "propane" and "liquefied petroleum gas" were two different things, and I now see that they were synonymous in the article I cited.

    I retract my earlier statements and reiterate to all that it is not a good idea to listen to me.
    Sep 21 01:20 PM | Likes Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    I don't know, I am not an expert on petroleum products.

    Regardless, both propane and NG are transported by rail in the United States, as evidenced by my link and quote.
    Sep 21 01:02 PM | 2 Likes Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    wigit,
    Here is a page which discusses it:

    http://bit.ly/1exUBca

    "In the meantime, other operations are underway that ship gas liquids, such as propane, in LPG railcars. The Rook Railyard, part of the Wheeling & Lake Erie RR (W&LE), grew in 2011 due to increased inbound shipments of frac sand and outbound shipments of liquefied petroleum gas (LPG). Tractor trailer loads of LPG are brought into the railyard and loaded onto railcars for shipment to markets outside the Pittsburgh area."

    Hope this helps.
    Sep 21 12:28 PM | 1 Like Like |Link to Comment
  • EPA's new carbon rules hurt coal, could accelerate shift to natural gas [View news story]
    That is a good point about coal and the rails.

    I would suggest that the natural gas which will supposedly replace coal will be moved around the country by rail as well.

    So it could be a "six of one, half a dozen of the other" situation.
    Sep 21 11:07 AM | Likes Like |Link to Comment
  • Futures sharply higher as President hands Syria off to Congress [View news story]
    We justified the Iraq invasion with our "evidence" of weapons of mass destruction.
    Is it any wonder that no one believes our current claims of evidence in Syria?
    Sep 2 12:14 PM | 4 Likes Like |Link to Comment
  • Implant Sciences: Sometimes Facts Lie [View article]
    Bell123,
    Did you read the article you linked? It has nothing at all to do with ETD.

    "Safran (NASDAQOTH: SAFRY ) subsidiary Messier-Bugatti-Dowty. The French defense contractor won an $80.6 million firm-fixed-priced requirements contract to manufacture replacement parts for the carbon brake system on the Boeing KC-135 Stratotanker aerial refueling aircraft. Messier will perform work, as and when requested by the Air Force, out of its U.S. facility in Walton, Ky., and aims to complete work on the contract by Dec. 31, 2018."

    IMSC does not make replacement parts for airplane brake systems, so I don't think anyone is upset that they didn't get this contract.
    Aug 8 07:19 AM | Likes Like |Link to Comment
  • China Maneuvers To Take Away U.S.' Dominant Reserve Currency Status [View article]
    Roth,
    Great article. Thanks for posting the link.
    Jul 28 10:22 AM | Likes Like |Link to Comment
COMMENTS STATS
330 Comments
221 Likes