Yes... two things: 1.) When I was celebrating Barack Obama winning the presidency in 2008, they were all in Blue States. 2.) Not one of them is in Texas.
It was an excellent meeting; no goodie bags or anything, though. I'm guessing there were only about 150 shareholders there, plus about 20-30 "suits" and staff and security...not crowded at all.
My biggest takeaways were:
- Sheldon's insistence that our dividend is safe because LVS has taken a cautious approach to returning money to shareholders. He added that he has expressed an intention to raise the dividend by at least 10% each of the next 3 years and "he has not been wrong on these matters in the past".
- The bridge from Hong Kong should open in 2017 and he is expecting it to be a "game changer" for Macau. The drive from the Hong Kong Airport to Hong Kong is 45 minutes; when the bridge opens, the drive from the HK airport to Macau will only be 20 minutes.
- In response to a question, Sheldon said he agrees that LVS stock is undervalued and he said he attributes that to the Gaming Sector being small; if one or two stocks in the sector are struggling, it tends to lower all boats because there aren't too many things distinguishing one casino corporation from another. He said is likely to change whenever a major IR opportunity presents itself in Japan or Korea (or even in other lesser potential markets in Asia) because he asserts that LVS is in the poll position to get a lucrative IR license "due to our track record in building IRs and because we have the strongest balance sheet in the business". If we get a major expansion opportunity in Asia, we will THEN set ourselves apart from other stocks in our sector and probably be treated somewhat better by Mr. Market.
The main thing I see on the downside was written on p. 31 of the Annual Report booklet; not sugar coated at all, "We will stop generating any revenues from our Macao gaming operations if we cannot secure an extension of our subconcession in 2022 or if the Macao government exercises its redemption right." That's the 800 lb gorilla in the room.
Interestingly nobody will take the other side, or try to refute any of these 10 statements. Add to this JNJ/Janssen's new 30 plus global trial sites, and IMET's success appears assured. The "Old Geron" no longer exists, and the "New Geron=JNJ Jr." is basically a partnership controlled by JNJ. Any positive (or negative) news about IMET will be reflected in the PPS ("New Geron"). I am expecting full confirmation, and then some, of the Mayo Clinic successful MF trials, from the 30 plus new global trials.
"obviously a scam " no!
Analysts say the stock is very undervalued and gave first year target from 1,5$ to 3$
Are you analyst?
Copper you are not a shareholder but did you ask them? How do you know no one has. Of course they had and GK spoke directly with some shareholders as was reported here by one. He probably pays no attention to bashers like you who have no real interest in the company but to drag them through the mud whilst they attempt to solve real world problems. Buzz off Copper.
From a Yahoo Finance article today....
Media merger melee
What is that rectangular device in your pocket – the one you look at dozens of times a day and need to keep charged? Is it a phone? An Internet appliance? A TV?
Exactly. It’s all of those and more. Media and communications right now are all about signals and screens, and it doesn’t matter what sort of signal or what size screen. So now the companies on the back end, the ones sending various kinds of signals, are joining together to be able to deliver a fuller range of the content and services we insist on pulling into our pockets.
That’s the story of the reported advanced merger talks between satellite TV provider Dish Network Corp. (DISH) and wireless-service maverick T-Mobile US Inc. (TMUS). It would unite two visionary CEOs in DISH's Charlie Ergen and T-Mobile's John Legere, and would combine a bunch of valuable spectrum Ergen has amassed with Legere's bold marketing operation.
It would also follow the almost-completed merger of AT&T Corp. (T) and DirecTV (DTV), and a wave of cable-system mergers. This is the industry girding for a world of ubiquitous devices, a public desire for on-demand content and a la carte pricing. The conditions for a media merger melee have been in place for a couple of years, and it’s unlikely it’s nearly over yet.
Sentiment: Strong Buy
Hey buddy. Remember me? Cree is now $30 and is recalling tons of CREE products. Looks like I say...I TOLD YOU SO.
Sentiment: Strong Sell
Fracking supporters were boosted Thursday by a new Environmental Protection Agency report finding the controversial oil-and-gas extraction process has not caused "widespread" harm to drinking water.