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ONYX Pharmaceuticals, AŞ Message Board

getshorty559 109 posts  |  Last Activity: Mar 19, 2015 5:49 PM Member since: May 23, 2001
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  • getshorty559 by getshorty559 Mar 19, 2015 5:49 PM Flag

    said they expected to grow revenue on a whole for 2016 over 2015. Well guess what, 2015 came in at $42 mil. Estimates for 2016 are for $35 mil. Hell, I'd take flat year over year. Great job, and with market cap trading near cash, we are going much higher.

    Sorry to those short that are posting nonsense afterhours. There were no holes in this report!

    Sentiment: Buy

  • Reply to

    DreamWorks Animation plans substantial layoffs

    by buybackerer Jan 20, 2015 6:45 AM
    getshorty559 getshorty559 Jan 22, 2015 9:27 PM Flag

    Who is going to buy them with aging franchises they've already tried to milk everything they can out of (how many shrek spinoffs can there be?). And now there's nothing in the pipeline for the future. One movie this year. Trolls in the future? What about BOO which actually sounded like an interesting concept, but is now relegated to 2017 (who wants to bet it eventually just turns into a ghost itself?).

    It's over for Dreamworks for a long time. They need a smash hit, and soon. And that's not going to happen this year. And the worst of it is, even if they get one big hit, I doubt they will capitalize it. Katz needs to take that big hit, put it in a theme park, and monetize it. We all know that isn't going to happen.

    DWA is going to get that little boost tomorrow, and then just dribble dribble dribble for the rest of this year. Such a shame, because they always had a lot of potential. Just #$%$ poor management.

  • Reply to

    DreamWorks Animation plans substantial layoffs

    by buybackerer Jan 20, 2015 6:45 AM
    getshorty559 getshorty559 Jan 22, 2015 9:24 PM Flag

    What is shocking is the stock is up afterhours. I think it will open higher and close lower on the day.

    How many times have we heard about DWA laying off, restructuring, "positioning the company for profitability?"

    Same song and dance, though this time it's even more destructive.

    Now for the entire year there will only be revenue from Home. I'm sure that movie will do the same time of box office numbers of their other original titles the past couple years.

    What folks don't get is that the animation CGI space isn't unique anymore. There are several films a year. Gone are the days of when Pixar and Dreamsworks ran rampant through the industry. Now many other companies spit out animated films with comparable storylines, and cost much less.

    And with each year that passes, those hits of DWA get older. Shrek is a distant memory. As as each year passes, the value of the library shrinks. To top it all off, now they are only going to do two movies a year (after this year of course... but remember when they only did two and made a big deal about moving to three a year? oh yeah, that was just a year or two ago. one step forward, eight steps backward.

    What DWA should have done is taken those once hot properties like Shrek, Dragon, and floated a bond deal for a few billion and built an actual theme park. Not some sorta-kinda-maybe thing in a mall in Jersey. Not some musical. Not some corner of a strip mall somewhere. Imagine what they could've added to a real park with the many kids themed properties they got for $100 million? Disney isn't the only one that can do a theme park correctly. Universal is thriving, and not just because of Potter. Their parks were starting to turn around before Potter made his way to their theme parks. Now it's a cash cow.

    Sorry but just too many mistakes, repeated over and over again for DWA. Too many questions. And it has always traded at a premium to the industry. But why? Because of a buyout? (cont'd)

  • and has agreements with Visa. Today's mover :)

  • getshorty559 by getshorty559 Sep 3, 2014 7:46 AM Flag

    It operates through Video surveillance Product and Video Processor segments. The company provides multimedia processors, including personal computer and embedded notebook camera multimedia processors, image sensors, and other products to original design manufacturers, distributors, original equipment manufacturers, and design houses and module manufacturers.

    ...It also designs, manufactures, and sells video surveillance products comprising video capturing, compression, transmission, storage, processing, display, and video analysis products for government entities, telecommunications operators, schools, banks, railway companies, supermarkets, and theaters primarily through distributors and system integrators.

    ...Further, it is involved in packaging, testing, and reselling third party image sensors. The company sells its products through direct sales staff and distributors. It has strategic alliance with State Grid Hunan Electric Power Corporation to develop video surveillance applications and systems. Vimicro International Corporation was founded in 1999 and is headquartered in Beijing, the People’s Republic of China.

  • Reply to

    And now we have the SIXES; Go Shorts, Great Job!

    by karenlupa Aug 25, 2014 10:58 AM
    getshorty559 getshorty559 Aug 26, 2014 7:36 PM Flag

    No explanation about Teva?

    Geez, a simple google search turns that up. Teva narrowed their product focus and "dumped" several companies when their new CEO took over. Here ya go a quote from an article when they covered it:

    "The search for a new partner is a result of Teva’s decision in December, under new Chief Executive Officer Jeremy Levin, to narrow its focus in product development. The company, Israel’s biggest drugmaker, ended some collaborations with businesses owned by Clal Biotech, an investment firm with stakes in 17 closely held companies.

    Besides the wound products, Petach Tikva-based Teva also said it would no longer develop StemEx, a technology from Gamida Cell Ltd. that expands umbilical stem cells, and said it would seek another company to help advance a Type 1 diabetes treatment it is developing with Andromeda Biotech Ltd. "

  • Currently the foreign box office for this movie is $20 mil ahead of the first.

    Yes I know that they get much less of the ticket sales for overseas, but with a couple big markets still to come (Spain, China) this movie will do extremely well for them.

    To put in perspective, movies have to be approved to show in China, and Transformer's latest movie crossed $300 million alone there. Of course Dragon 2 is no Transformers, but the market is lucrative. You could easily be looking at another $30 (minimum) to $50/$60 million in box office alone there for this film. And then you add in Spain too.

    I suspect the total overseas box office will be mid to high $300s for Dragon 2, if not $400 million (currently at $295 mil). First did $277 mil total overseas.

    So now for a change we only have a positive catalyst ahead for the stock.

  • Reply to

    s-1 share offering

    by sayertruth79 Apr 22, 2014 7:07 AM
    getshorty559 getshorty559 Apr 22, 2014 7:14 AM Flag

    It's the Mandiant shareholders, and they were obligated by the terms of the takeover to do this offering. It's Mandiant only, not pre-Mandiant holders:

    "a registration statement on Form S-1 covering the resale of the shares of common stock held by former stockholders of Mandiant and to use commercially reasonable efforts to cause such registration statement to be declared effective by the SEC by May 8, 2014 or as soon as practicable thereafter.

    Throughout this prospectus, when we refer to the shares of our common stock, the offer and sale of which are being registered on behalf of the selling stockholders, we are referring to the shares of common stock held by former stockholders of Mandiant that we agreed to register pursuant to the rights agreement described above.

    When we refer to the selling stockholders in this prospectus, we are referring to former stockholders of Mandiant and, as applicable, any donees, pledgees, transferees or other successors-in-interest selling shares received after the date of this prospectus from former stockholders of Mandiant as a gift or other transfer for no consideration. "

  • getshorty559 getshorty559 Apr 9, 2014 5:15 PM Flag

    you do realize that they are basically two completely different businesses right? (feye vs impv)

    they have some sort of complimentary alliance they struck a year ago to sell each other's stuff.

    to dump feye because of impv would be like selling tiffany because wal mart warned. two completely different product offerings.

  • Reply to


    by flashyankee Mar 7, 2014 3:12 PM
    getshorty559 getshorty559 Mar 10, 2014 4:42 PM Flag

    Don't see a new deal for shareholders coming.

    They are last in line, and a large majority of creditors have approved this new deal. No real incentive to give shareholders more than the $2 per share (less depending on final share count with incentives for management). Common stock always last in line, and everyone knows that.

  • getshorty559 getshorty559 Dec 18, 2013 9:11 AM Flag

    and just where did you get the new o/s share count to 20 mil?

    always show your work :)

    As many have penned last night, the deal announced only will add 600k shares (barring warrants at $5 strike).

  • Reply to

    The Facts!

    by bulletspal Dec 17, 2013 7:53 PM
    getshorty559 getshorty559 Dec 17, 2013 8:27 PM Flag

    Yes it did trade very heavy afterhours. It's almost like everyone that bought then flipped as folks thought "OMG 75 million shares are coming." Which as we know, is not the case.

    If everyone just took the time to read the 8-K.

  • Reply to

    The Facts!

    by bulletspal Dec 17, 2013 7:53 PM
    getshorty559 getshorty559 Dec 17, 2013 8:07 PM Flag

    A post entitled "The Facts" should point out that the company is only putting out the authorization to issue up to 75 million shares.

    In reality, this deal is only issuing 696,572 shares of stock.

    It's easy math. 2,438 series E shares, each share valued at $1,000 (and at a $3.50 strike), gets you to the above number of shares.

    There won't be 75 million shares hitting lol

    Never seen such idiots posting before on a board. It's all right there in the 8-k.

    There IS the potential for another 1.5 million shares to hit, but they are warrants, and at a $5 strike. I think everyone would be very happy if those got exercised, as the stock would be north of $5.

    Calm down everyone.

  • getshorty559 getshorty559 Dec 17, 2013 7:28 PM Flag


    There is no 75 mil share dilution coming.

    look at any company (even large caps), go to their balance sheets, they all have X shares o/s, Y authorized.

    Nothing more to it than that. Your math checks out.

  • Reply to

    Finally buying it again

    by getshorty559 Sep 18, 2013 4:10 PM
    getshorty559 getshorty559 Sep 20, 2013 9:38 PM Flag

    wow, you really don't know eh? I will gladly educate you.

    Many firms/funds that trade in arb situations lever up. Meaning, say they had a million dollars (we're using low numbers for simplicity's sake).

    In your world, you buy the million dollars worth of shares, stock goes up, you sell for 1%.

    In the arb world, they lever that up 10x, so they use $10,000,000 with only $1 million, and that 1% move becomes 10%.

    Yes, that kind of leverage is offered (and even more) still to this day. Don't confuse it with the measly 4x your etrade account will allow.

    In arbs and special dividend stocks (such as MLPs) that unless something happens to the deal or they consistently support a certain yield, these funds will lever it up, multiplying their return.

    The fun happens when a deal falls through, or one of them gets scared triggering a waterfall in the share price. Doesn't happen often, but when it does, it puts the careless firms out of business.

  • Reply to

    Finally buying it again

    by getshorty559 Sep 18, 2013 4:10 PM
    getshorty559 getshorty559 Sep 19, 2013 8:49 AM Flag

    was this the worst timed post by you ever?

  • Reply to

    Finally buying it again

    by getshorty559 Sep 18, 2013 4:10 PM
    getshorty559 getshorty559 Sep 18, 2013 5:48 PM Flag

    How was that for easy money? lol

  • Reply to

    Finally buying it again

    by getshorty559 Sep 18, 2013 4:10 PM
    getshorty559 getshorty559 Sep 18, 2013 5:24 PM Flag

    I guess you need to think bigger rather than just your own personal funds.

    Arbs (which probably exaggerated the decline today a bit), take that "little" 1.2% and leverage it up 10x or more. So that 1.2% in a month quickly turns into 10% for a few weeks. Not bad if you ask me.

    As far as your other suggestions, they might be great, who knows. Again it's all if you can lever up (you should look into understanding how all of that works).

    Personally, I am not levering up, but hey I can easily buy today 123.25-.35, and sell for quick scalps in the coming week. Better than cash if I'm not using it.

  • getshorty559 by getshorty559 Sep 18, 2013 4:10 PM Flag

    it's at levels that make sense to get the quick flilp. Arbs will be back in on it soon. Just some worry warts as of now. Deal is supposed to close "early Q4," which is October. Easy money to buy and hold here for a decent little percentage gain over the next few weeks.

    Sentiment: Buy

  • Reply to

    Picture is of a SSYS machine

    by getshorty559 Aug 21, 2013 1:00 PM
    getshorty559 getshorty559 Aug 21, 2013 1:03 PM Flag

    wrong, just ran up on the FDA 3d printing email/tweet. The blog was first off from 8/15, and also the machine pictured was for a SSYS machine, and it's about printing prosthetics, not tissue (which is of course ONVO).