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DexCom, Inc. (DXCM) Message Board

surrealskiller 9 posts  |  Last Activity: Jul 14, 2016 7:29 PM Member since: Dec 9, 2009
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  • Reply to

    OLED vs EMAN

    by m31capital Jul 12, 2016 7:21 PM
    surrealskiller surrealskiller Jul 14, 2016 7:29 PM Flag

    The question on material purchase from Universal Display came up 3-4 years ago when PANL (OLED now) was all hype. Someone asked Andrew on cc about volumes that EMAN buys from UDc and the answer was something like we bought 10 grams and it will last for next 10 years. or something like that. EMAN is making microdisplays, not big screen TVs.

  • Reply to

    4 Cheet-AH : Weeklies are for losers

    by surrealskiller Jul 8, 2016 11:06 AM
    surrealskiller surrealskiller Jul 10, 2016 11:48 PM Flag

    Yeah, I remember JCL and punch cards. For the morons like you I would accidentally drop them on the floor and then pile back into a bag .
    I never did COBOL - I switch away from that cr@p to deal with 10base2 and Token Ring cr@p. I am one of those who don't shave cause we don't have to - no customer ever sees us and users keep their opinions to themselves if they want to have their files be backed up to something else but /dev/null

  • Reply to

    4 Cheet-AH : Weeklies are for losers

    by surrealskiller Jul 8, 2016 11:06 AM
    surrealskiller surrealskiller Jul 8, 2016 3:23 PM Flag

    Huh? Yahoo shows that you've been here since 1999. You should be able to figure out by now when id was created and posts made by user. On the other hand you maybe too old to get around interwebs. Better put that AOL floppy back in.

  • surrealskiller by surrealskiller Jul 8, 2016 11:06 AM Flag

    Seriously. That's been my experience - I got some gains and I think I lost more. Mostly in AMBA, not MU.
    I am watching your trade - learning at your expense.
    Here is compilation of your posts on that trade :
    "Just bought 100 MU $13 Puts"
    "I bought the July 22 $13's "
    "$12.11 is the break even point for the Puts I bought today"
    Looking on trade option charts I see the trade on July 1st around 10 am of 100 July 22nd 13 puts at 0.89 - that was you, apparently. So, you bet $8900 on the downside of MU. Good luck , eh.
    The trouble with weekly options is the low open interest - not enough liquidity to get fair market price. And the time value evaporating fast - 5 minutes before closing on Friday and 5 minutes after opening on Monday are only 10 trading minutes apart but the weekly option prices drop a lot. When I do short term options I pick monthly ones but ,say, 2 weeks before expiration. Did it a few days ago with 12 puts for July 15th expiration.
    Made 50% and quit. If I would wait a day more I would make 100%.
    Weeklies are not something you buy and go play golf - I would not wait past next Tuesday in your place .
    Cheers

  • I think SEC should investigate it
    This game is for crooks.
    Bye Vuzix and good luck to all the longs

  • Reply to

    private placement- 1 mill shares? that's it?

    by squirrl22 Jul 6, 2016 9:27 AM
    surrealskiller surrealskiller Jul 6, 2016 10:03 AM Flag

    While you are both right and it's not that big deal in terms of share count there is another side of the problem. I am not sure about squirrl bu Franken has been in Vuzix longer than me and knows a lot of history. The history of Vuzix was that they were never profitable and to keep money flow in they are issuing stocks after debt after warrants etc.
    They got 20M in December 2014 from Intel and had 8M left by March 31st , 3 months later they need another 5M. In terms of share count it's a small number but in terms of operational cash it's rather large. The price they set is 5.75 - beginning of June price, is it indicator how low the management is valuing the company or it's the best they could negotiate .
    Anyway, given their cash burn rate this 5M injection is only enough for another quarter. Either they make it in next 3 months of they would need another source of cash to continue operations. Or there is buyout in works. I think the share price will drop to 5.75 level. I am not holding my breath for next earnings - they will be less than stellar (because M300 are not really sold yet, they delivered as M100 replacements and so impact on revenue is minuscule) but the guidance might be interesting .

  • Reply to

    would not sell this stock short

    by naga00 Jul 5, 2016 9:54 PM
    surrealskiller surrealskiller Jul 6, 2016 9:30 AM Flag

    "Short" is called that for reason - it's trading position for short time. Holding any short position from now to 2020 is insane, VUZI or APPL or anything in between.

  • Here comes dilution.
    I am not sure why shareholders have so much patience with Travers - hiring Vista partners to pump the price target to 15 while hiring underwriters for dilution is a not clean game in my books.
    Well, at least it will not drop too much under 5.75.

  • Reply to

    Short interest down 8K

    by akimed Jun 10, 2016 6:51 AM
    surrealskiller surrealskiller Jun 28, 2016 12:01 PM Flag

    Nice! That's the other one I own.
    It's a very interesting story - shorts (most notable is Morgan Stanley) were betting on competitor drug (ZS-9) which was bought by Astra Zeneca. (Not) surprisingly Morgan Stanley was underwriter of that AstraZeneca buyout of ZS Pharma. Now ZS-9 was rejected by FDA and Veltassa owns the market for at least a year. Shorts went berserk on Relypsa after FDA rejection of ZS-9 , MS put a new target price of $9 with all kind of misinformation like you quoted. So AZN has basically paid 2.7B on Morgan Stanley advice for nothing and they are trying to save the face or talk down RLYP price for a better buyout deal.
    I don't want to promote RLYP here, you can go on to their message board if you're interested, it's quite good - quite a few intelligent people (doctors, pharmacists ) are contributing there and there are some good discussions there. Definitely better than Sonya#$%$ piece.

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