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Neuberger Berman Real Estate Se Message Board

dwoods4q 12 posts  |  Last Activity: May 13, 2016 10:53 AM Member since: Mar 13, 2009
  • Reply to

    Patent valuation,

    by dwoods4q May 12, 2016 11:56 AM
    dwoods4q dwoods4q May 13, 2016 10:53 AM Flag

    question, with the downside, pps, now exposed what happens when TRXC announces its first sale of ALFI in Europe? After meeting with FDA and are told to resubmit with limited clinical trials? A sale, merger or collaboration with a strategic partner? The market seems to be giving management some time, space and a vote of confidence to address these and other options.

  • dwoods4q by dwoods4q May 12, 2016 11:56 AM Flag

    DD on the patents might shed some light on why the big players are not running for the hills. Perhaps they realize that to a large wannabe player looking to make/start a robotic company they may be better served buying established proven patents then trying to reinvent the wheel. As well as less expensive and time consuming. Either way TRXC is not going away any time soon. Now lets watch and see if management can earn their money.. The FDA meeting on Surgibot will be most revealing, as will a contract in europe. IMO.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 5, 2016 10:07 AM Flag

    you are obviously blinded by emotions and can't read.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 5, 2016 9:33 AM Flag

    wake up , I have been trading [ buying and selling ] QFOR prior to accounting problem [ that was fun ]. Most spec. plays need 18-36 months to play out in my experience. To many factors and circumstances to explain in a post.. I have ridden managements ineptness to a now 75% plus gain with yesterdays trade. With a good management team it could have been a 2-3 bagger by now, once again in my opinion. You state management is doing a good job and they haven't discussed the details of the deal yet you are kidding right?
    I am not bashing anything merely stating my observations and opinions. Sorry you take things so personally , its just business. Business is business I neither love nor hate stocks just look for a trade to make some money . Since you like looking back you will notice that I was calling for $1 pps fair value for a long time now. I like your post looking for $2.5 - $3.5 over the next few quarters, hope your rite..................................

    PS for the record I now have 10's of thousands of shares with a cost that is fast approaching $0 and you?.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 4, 2016 4:51 PM Flag

    reading further regarding exclusivity in the SEC filing it states, " certain segments of the market" .Where is management? Its two days after the fact. The exposion in volume and price at the close is very interesting.

  • Reply to

    Really need more info,

    by dwoods4q May 4, 2016 1:56 PM
    dwoods4q dwoods4q May 4, 2016 3:06 PM Flag

    I focus on all my plays. I trade around most of my positions, sans my dividend ones, ie; MO, PM , MKP, PRU and the like. My cost basis is around $1.90 [ TRXC ] presently and QFOR around $.30. Take 10-15% sell, wash , rinse, recycle.
    The ride on TRXC has been paid for by my spec. Frost portfolio of stocks over the last decade or so. Some lose, some win, the ones that win win big enough to throw off speculation money for others. They are spec. plays like QFOR, I trade around them not invest in them till they prove revenues, etc..
    My question was regarding QFOR management not my investments or investing philosophy. Would you compare the management team at TRXC to the group here at QFOR?

  • from what was released, so far, management just gave exclusivity [ all rights ] to health care platform. The price was $90 million with no assurances, just $3 million upfront and unspecified fees?. Sure seems like they just bought themselves a job and gave away the health care sector. Why not just spin it off?
    No press release or comments from management just SEC filings. Management not looking good at present time IMO , VERY DISAPPOINTING.
    Does this action, lack of, on managements part strike anybody else as rather odd and unprofessional?

  • just show us the money [ revenue ] on may 10th and I will double down.

  • dwoods4q by dwoods4q Apr 29, 2016 12:54 PM Flag

    with the company presently valued at less than $150 million and the FDA stating that the device/machinery is substantially different from all others, it's safe to say that the patents alone would be worth more than $300 million to J&J , Google or OPKO right now.
    This company is staffed with senior, experienced management and funded by many deep pocketed investors as well as mutual and institutional funds. This stock is presently controlled by insiders and large institutions representing over 90% of the float.
    This company will double if not triple in the coming year. IMO. I welcome any constructive comments or insights , positive or negative.

  • if yahoo stats are right insiders and institutions own over 95% of TRXC stock. Here's the good part 26% of float is short. As may 10th approaches and the tide goes out it will be interesting to see who's naked.........

  • Reply to

    Management waits till May 10th, WHY ?

    by dwoods4q Apr 25, 2016 4:01 PM
    dwoods4q dwoods4q Apr 26, 2016 9:59 AM Flag

    tell me the name of the mutual fund or large fund. I'm sure there is one but a mass exodus?

  • possibly to announce sales in Europe? It will be interesting to see why no big institutions have dumped yet. Maybe we are seeing margin players getting crushed, shots running strong and management playing it smart.
    The FDA merely is saying is that they want to see more data to approve SURGIBOT, they did not reject concept, application, need, etc. management implied during last CC that things were happening in Europe , a few sales announced on May 10th would expose a lot of naked shorts. Insiders and institutions control over 90% of float. Although the FDA decision was not positive it is by no means the end of TRXC. This could bounce to $4-5ps with management announcing 1 machine sold and possible pending sales on May 10th CC , IMO.

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