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Takeda Pharmaceutical Company Limited Message Board

kg2931 154 posts  |  Last Activity: Jul 23, 2016 3:58 PM Member since: Jan 3, 1999
  • kg2931 kg2931 Jun 10, 2016 9:06 PM Flag

    Thx jimblack and liudmil for your knowledgeable answers below. I do appreciate learning where INAP now stands competitively/value wise. The technical picture is what I lack. However, putting that aside, the fact they "put themselves up for sale from September of 2015 to January of 2016.", I still wonder why an established storage co has not attracted any attention from IOT Cloud providers during a year of high mergerers/acquisitions? If INAP has something valuable at the disgustingly low sp it's now fallen to, why no interest (zero)? They fact that INAP even put themselves up for sale and got no takers speaks volumes. Is anyone aware of any interested buyers or looking to merge? I'm thinking INAP can't go on forever as an unwanted outdated storage public co in a world of IOT Cloud competitors.

  • kg2931 kg2931 Jun 8, 2016 8:31 PM Flag

    I was in and out of INAP during that time (tech boom of 2000) which I call the period of the dot com crash. Many got caught holding the bag and some still do - like me on INAP. I also bought and still own Infospace INSP (BCOR). These holdings are now mere hobbies to me. Don't pay much attn to them anymore...

  • kg2931 kg2931 Jun 8, 2016 8:26 PM Flag

    Thanks jim, I would love to buy some more at this level to lower my Yr2003 CB, but technically or business wise, what do you see making now "the time to jump in"?

    My question above was really trying to get at with INAP having fallen this low and during a period of record high mergers/acquisitions, why has it generated ZERO buyout interest? Something's obviously wrong with INAP competitively and I can only guess it's technical - that the storage INAP does is no longer important/valuable to the new IOT Cloud computing model. I'd love to see someone come out with an article telling us differently, that INAP is well positioned for IOT Cloud and a hot pick right now for a merger/buyout. Until i see news like this, I'll hold off buying more/averaging my CB down.

    Kg2931 (INAP Long 1600 Shrs @ $19.64 Shr - CB $31,417 held since 11/14/2003)

    Sentiment: Hold

  • kg2931 kg2931 Jun 8, 2016 4:59 PM Flag

    After reading all the msg's on this topic below I conclude neither jimblack845 or aswmiso have a techincal answer as to why the INAP stock has fallen and stayed so low for such a long time (now at $2.40 share). INAP used to be a Seattle dot com darling, at least when I bought it in 2003, with a good technical reputation before moving to Atlanta GA some years ago. I've held my shares so long now I confess I no longer have a clue what this storage co really does anymore nor how to value it's competitive technical value! Does anyone here have a solid technical answer for why INAP has not been bought out this past year, a year of record mergers? What is technically wrong now with what INAP offfers? Is it not IOT Cloud sexy enough? Or, is INAP truly just politically untouchable - a "lepers in the tech community" of stocks?

    Kg2931 (INAP Long 1600 Shrs @ $19.64 Shr - CB $31,417 held since 11/14/2003)

  • kg2931 kg2931 Jun 8, 2016 4:01 PM Flag

    Just found this on the Inotera IR web site. Inotera's annual shareholder meeting should have just taken place and I would expect the news I'm after is in that release...

    "Q: When will Inotera's Annual General Shareholder Meeting be held?
    A: As a guideline, Inotera's annual shareholder meeting will be held between April and June every year. Please find more information about Inotera's AGM at Shareholder Service section"

  • kg2931 kg2931 Jun 8, 2016 3:57 PM Flag

    Thank you. Do you know, did Inotera or MU send out any news releases when the Taiwan "Inotera’s shareholders’ meeting completed/passed? I'm just curious - did it ever happen and how would we know?

  • kg2931 kg2931 Jun 8, 2016 3:54 PM Flag

    Thx Denny! I'm playing catchup on MU news. The link I asked you for and you provided here is from Feb 2016. I know that MU stockholders have been waiting patiently and wanting this deal behind us so this is not good.

    For those that haven't seen it, here is the latest article from the Inotera IR Web site on the CFO's departure announcement:

    "Announcement of the Resignation of the Chief Financial Officer and Spokesperson of the Company
    Subscribe to Email Alerts

    Company Contacts:
    Dora Tou, IR/PR Department
    Tel: +886-3-327-2988 #3935Announcement of the Resignation of the Chief Financial Officer and Spokesperson of the Company
    Subscribe to Email Alerts
    2016-06-08

    1.Type of personnel changed (please enter: spokesperson, acting spokesperson, important personnel(CEO, COO, CMO, CSO, etc.),financial officer, accounting officer, research and development officer, or internal audit officer): Chief Financial Officer/Spokesperson
    2.Date of occurrence of the change:2016/06/07
    3.Name, title, and resume of the replaced person: Peter Shen, Chief Financial Officer and Spokesperson of the Company
    4.Name, title, and resume of the replacement: To be determined by the Board of Directors
    5.Type of the change (please enter: "resignation", "position adjustment", "dismissal", "retirement", "death" or "new replacement"):resignation
    6.Reason for the

  • kg2931 kg2931 Jun 8, 2016 3:43 PM Flag

    Thx for the link denny! I'm playing catch up. So the release is from Inotera and from 2/3/16:
    And after reading it the main question I have is: - So, I take it the Taiwan "Inotera’s shareholders’ meeting" has not taken place yet? ???

    "2/3/2016
    Inotera News Release
    Inotera Board Announces Execution of Share Swap Agreement with Micron Semiconductor Taiwan Co. Ltd. for Inotera to Conduct a Share Swap Transaction

    Taoyuan, Taiwan (R.O.C.) February 3rd, 2016 – Inotera's (TWSE: 3474) Board of Directors today announced the signing of a definitive share swap agreement to conduct a share swap transaction with Micron Semiconductor Taiwan Co. Ltd. (“MST”). After the closing of the transaction, Inotera will become a wholly owned subsidiary of Micron Technology, Inc. (“Micron”) and will be delisted from the Taiwan Stock Exchange. "

    Sentiment: Hold

  • Reply to

    Inotera already deployed micron 20nm process

    by dimonxx Jun 8, 2016 3:22 PM
    kg2931 kg2931 Jun 8, 2016 3:28 PM Flag

    The "negative" would be Micron's expected/forecasted cost savings after the deal...

  • kg2931 kg2931 Jun 8, 2016 3:26 PM Flag

    - So, I take it the Taiwan "Inotera’s shareholders’ meeting" has not taken place yet?
    - "("necessary regulatory authorities in other countries"" - I wonder what/how much authority or influence China has over the "Investment Commission and Fair Trade Commission in Taiwan"?
    - Why hasn't Micron been more upfront/transparent with it's MU stockholders this past year?

    Kg2931 (MU Long 2K shrs @ $24.92 held since 3/5/14)

    Sentiment: Hold

  • kg2931 kg2931 Jun 8, 2016 3:18 PM Flag

    Thank you denny! Any chance you could provide a source link?

  • Reply to

    Take-over value?

    by jekeough Apr 20, 2016 1:30 PM
    kg2931 kg2931 Jun 3, 2016 11:18 PM Flag

    Nothing less than an amount equal to getting every dime of all the long term stockholders cost basis back...

  • Reply to

    I've been long for almost 2 years now

    by feraltom2 Jun 1, 2016 2:36 PM
    kg2931 kg2931 Jun 1, 2016 5:33 PM Flag

    Just hang in there feraltom2. Don't pay attn to the insensitive aholes here. Every investor has a different story, different reason for staying, different time horizon, etc. I've been a bagholder too on many stocks. Unless they were total losers I usually make out with patience and not taking my eye off the ball. Takes a lot of resilience to hang on that long but that's sometimes you gotta do what ya gotta do.

  • kg2931 kg2931 May 30, 2016 7:50 PM Flag

    Too bad obama can't just step down now and let an American take over...

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