your reply eased some of my fears. he truly posts with so much authority and so articulately. i wanted to ask you a question. I have been in RLYP and got in due to buyout hype which has not come nor has a partneship . this feels like it could play out the same way. i pray not as i'm way to long here. yet if no BO comes to you think we get a partnership or go at it alone and raise cap ? is it unusally not to have chatter about a partnership or do companies wait for phase 3 data to confirm interest. kinda new to this space. thanks in advance and for your posts.
WHY WOULD AGN BUY SGYP. Makes no sense to me.
RLYP owns 100% of dug, 1.5bb Market opportunity and NO suitors
Why does SGYP become a target ? Especially considering IRWD has filed to a NDA to sell a lower doss thus reducing diarrhea ?
No luggage rack on a Hearst ! Not one to give advice but go ignite a old outdoor passion and have some fun away from the screens. blessings brother. Rick
First foremost, I think VSAR is super star ! its just under the radar which is great for dip buyers. I believe by mid 2017 we have 3 handle. I'm expecting great data from adult trial. Yet, the honey pot is in the adolescent market. nevertheless, this stock is so manipulated its silly. Most of daily volume is trading is between there own books. case in point is today's actions. I hope it goes to 7 , I will keep adding to my core position sub 9 and sleep like a baby. I'm the monkey on the tree holing on in a hurricane. I'm not going anywhere ! patience will be rewarded here ! now on a personal note:
Rosettawest my brother, get some rest this weekend and enjoy the family ! you're placing your markers on the right stocks..just like ACAD , all will work out !
I've been trading around my core position for almost 2 years now. I believe we get one MORE major tree shaking down into the 8's to allow MM to gobble up some cheap shares ! it will happen on low volume with huge spreads.
shorts in control. GS is probably short outside the box after they green lit the walk down to merger price. thats how they do.
is all about the crack spread which was around $10 in June. The crack spread would have to be upwards of 23 to regain old highs. The market has changed due to legislation. cannot be unchanged unless passed ratified. The bog Co's in space are selling refiners because of this ! the only thing to keep WNR potential going is refiners near MX. other then that this is a zero sum game as countries want to refine there own oil now as they can do it cheaper and the new law allows then to buy WTI crude unrefined last year when they had to buy it refined. this is why it went from 50 to 18 and will stay in low 20's forever and head lower as new energies come online. IN MY HUMBLE OPINION do you own DD always
i got the rates from a newsletter covering space. might not be exact for the day but allowed me to make my argument. be blessed. this is the day the lord gave us.
DHT pays out 60% thus 2016 earning could get cut in half thus thus reduce the divy to .13 per Q. side notes. way to much comp coming on line. i'm cunfused to how every is is bullish. am i wrong ? thanks
thanks .. agree. earnings unsustainable. debt way to high. to much comp as you said. blessings. rick
i'm thinking about getting in down here. great story. nice divi and pps appreciation. bottom is in. debt is only question but its carrying low interest rate.
my concern is crack spreads at 10, WNR breakeven at 8. just remember the spreads were at 26 when this was 50pps. thus the delta and perhaps new reality. with new legislation not sure how crack spreads go back as internaitonal buyers now can by WTI non refined and refine at home cheaper. lots of moving parts here.
thanks for reply. I too like the story here. Yet, the game has changed for refiners as overseas s markets now want to buy and refine themselves. the new norm is a lower crack spread. maybe between 8-12. WNR breakeven is 8plus. When WNR was trading north of 50 the crack was 25 to 26. I'm trading in and out. but, unless something fundamentally changes in the industry this is the new norm. Also consider why every major liek Chevron , BP and XOM and selling refiners right now ? anyway, I'm making here but not falling in love just dating. god bless