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Optimer Pharmaceuticals, AŞ Message Board

vs1234gs 73 posts  |  Last Activity: Jul 21, 2016 10:32 AM Member since: Apr 12, 2001
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  • Reply to

    Congratulations to all longs

    by vs1234gs Jul 21, 2016 8:30 AM
    vs1234gs vs1234gs Jul 21, 2016 10:32 AM Flag

    This my last message on yahoo board. as I hate workaround to get here or type on my iPad where they still have old and my fav finance site.

    I stop messaging for while. Just want to give Congs to all as this was my most involved stock before. Good luck to all. If I move to Twtr and/or stocktwits where I am thinking, will let u guys know.

    Sentiment: Strong Buy

  • Reply to

    Congratulations to all longs

    by vs1234gs Jul 21, 2016 8:30 AM
    vs1234gs vs1234gs Jul 21, 2016 10:25 AM Flag

    If you want to move to TWTR, I would wait for earning. In fact I am selling large out of money put as well. Profit if not go down, else you able to add more without paying current price. I am already have significant shares with 16 avg so bit risky but there r not many undervalue stock. Twtr I consider undervalue because it's future for all media if executed correctly. Live streaming bring my trust back and last earning allow me to go big at low price.

    Sentiment: Strong Buy

  • Reply to

    $49 million termination fee

    by user_6060 Jul 21, 2016 8:52 AM
    vs1234gs vs1234gs Jul 21, 2016 10:19 AM Flag

    Is it only one way?. If so look like Rlyp give strong possible counter bid.also given it agree one way low fee, it serious and willing to pay higher which could result bidding war.
    Thanks for info earlier I was going to seller if go above 32.25 to book profit but given low termination fee, I am not going to specially if it's one way only.

    Sentiment: Strong Buy

  • Reply to

    Congratulations to all longs

    by vs1234gs Jul 21, 2016 8:30 AM
    vs1234gs vs1234gs Jul 21, 2016 8:58 AM Flag

    My no 1 is Twtr right now. Live streaming will bring back glory and 30+ and buyout likely if not.
    I also hold FIT and GPRO both are great brand and at this price likely have buyout soon.
    On biotech I like VRTX, ACAD, ICPT,AERI, RDUS, KITE, GERN, AMRN,RARE. I hold VRTX, AMRN in good amount. Rest I keep profit portion after recent run.

    Sentiment: Strong Buy

  • Reply to

    Wedbush predicts another bidder!!

    by glenntrader Jul 21, 2016 8:08 AM
    vs1234gs vs1234gs Jul 21, 2016 8:43 AM Flag

    I agree RLYP go though all different bidder but lot of them put pre condition like wait for ZS9 label or few more month of script data. Company likely go with least restrictive bid and if so other might change once see other ready to buy now. Bidding are confidential so they can not go with other with detail.

    Sentiment: Strong Buy

  • Reply to

    Above 32.00

    by glenntrader Jul 21, 2016 7:47 AM
    vs1234gs vs1234gs Jul 21, 2016 8:38 AM Flag

    You will see above 32 but main reason likely short interest. Some crazy might require liquidation.

    Who know, we might see bidding war regardless of where it trade.

    Sentiment: Strong Buy

  • Reply to

    Pending Lawsuit - It figures ($32 too low)

    by justarook04 Jul 21, 2016 8:31 AM
    vs1234gs vs1234gs Jul 21, 2016 8:33 AM Flag

    This is normal.

    Sentiment: Strong Buy

  • Make very good money. This is second major stock I hold had buyout. LNKD was first.

    Sentiment: Strong Buy

  • Reply to

    AU gonna bounce of $1328 ish

    by cmegladon Jul 12, 2016 12:35 PM
    vs1234gs vs1234gs Jul 12, 2016 2:22 PM Flag

    BTW I make same mistake looking at chart two year back & I pay heavy price.

    I sold to get some Tax benefit end of last year and convert money into physical gold. While I am not regretting and when account for tax benefit, I didn't lose much from last 6 month rally, It was worst time to sell but I was forced to sell as I have very big profit from other short term trading & without it, I end up paying 40% of that profit. (see govt always win)

  • Reply to

    AU gonna bounce of $1328 ish

    by cmegladon Jul 12, 2016 12:35 PM
    vs1234gs vs1234gs Jul 12, 2016 2:18 PM Flag

    Problem with your method is, While Gold never gone below $1050, All miners (Even strongest) struggle to avoid bankruptcy. Loses they made and writedown they done not coming back.

    You have to account following
    In 2001 - Gold Mining cost was $200-$300
    in 2016 - Gold Mining Cost is above $1000 ( True cost average around $1300 if you count mine development cost & mine investment.)

    Now put that in picture and you will realize where you end up.

    Key here is, while gold miner mining near record, cost of mining is way higher & not much gold left on ground which can mine cheaper.

    Do you know why Bitcoln cost $600 even when you need computer to mine? Reason is, it model after Gold or other metal mining. As you mine, cost of mine keep raising.

    Sentiment: Sell

  • vs1234gs vs1234gs Jul 12, 2016 1:57 PM Flag

    Gold is no different than any stock you buy or sell or trade currency or anything else.
    For example I think AMZN worth only $400-500, There are other people who believe AMZN worth $1000 or even more.

    With regard to no utility, i am totally disagree.I consider utility even when it get store in deposit box.
    Let's take scenario, if Currency devalue like what happen in Russia or Argentina and other countries.
    Can you get even mild with dollars then?
    On other hand you able to buy it using any physical thing & with Gold you likely can buy you most expensive thing as well.

    Sentiment: Buy

  • Reply to

    AU gonna bounce of $1328 ish

    by cmegladon Jul 12, 2016 12:35 PM
    vs1234gs vs1234gs Jul 12, 2016 1:42 PM Flag

    You probably right but GDX priced as if gold is $1400 already. (Mining is very expensive and unless gold go above $1500, I don't expect significant rally that mirror last few weeks trading ever.

    Earning result is main test where GDX land and My best guess is regardless Gold Price, GDX will go down once earning come out. Don't expect strong earning that reflect gold price.

    Main Reason:- Lot of miner lock price selling future possibly when Gold seems going below $1000. Why I am so certain, It wasn't really option if they want to survive in worst case scenario back then. Lot of other who can't afford at $1000 probably hedge when price recover to $1200 point.

    I will go bullish if I see significant surprise in earnings but i am 99% certain, i won't see that. Only good side with higher gold is they could hedge higher price to lock future profit which mean They are not going down significantly like before.

    Sentiment: Sell

  • I am always long on physical gold. I have some shorted $127 put, If exercise, I will sure write cover call as well. I hold strong physical gold which I love every time I looked at.

    Gold is not expensive but not cheap either given no central bank like strong Gold i doubt Gold go above $1500 anytime soon.
    Main risk:- US Fed likely raising interest soon
    Main factors why I think it not going down much:-
    1. Market last year seems Gold can't stay above $1000, but no one able to bring it down. Initial rally because lot of short covering.
    2. Europe & Japan negative interest keep investor investing in Gold. Gold will have solid support for years as There is no way Europe & Japan able to come out from this negative interest anytime soon.

    Sentiment: Buy

  • Reply to

    Shorted GDX

    by vs1234gs Jul 8, 2016 1:11 PM
    vs1234gs vs1234gs Jul 12, 2016 1:21 PM Flag

    Cover my yesterday additional short as well. I am fully prepared to short again if this go back to near $31-$32. Very good profit. Thanks to crazy market...
    Half of my previous Short have cover Put & I am waiting to get my $29.5 put sell order execute. This will put everything with cover put & Also average short price higher than $30.7 which this stock haven't seen for almost 2 year now.

  • Reply to

    Shorted GDX

    by vs1234gs Jul 8, 2016 1:11 PM
    vs1234gs vs1234gs Jul 12, 2016 12:36 PM Flag

    Finally it move down with Gold prices, I cover my some of short Call( $31-$31.5 & $32) that I started yesterday for good profit. I do think it will go further down but just want to prepare if Market go crazy again.

  • Reply to

    Shorted GDX

    by vs1234gs Jul 8, 2016 1:11 PM
    vs1234gs vs1234gs Jul 12, 2016 12:04 PM Flag

    Market stupidity continue. Gold is almost $40 off from all time high yet GDX hang near high. This going change very soon. Why
    1. Earning season starting, sure lot of hoping upside surprise but remember this same mining stock fighting for life only few month ago, In order to survive they already put lot of hedge on Gold Future back then based on worst case scenario. (Better safe than worry) In other word Earning won't as good as everyone expecting.
    2. Due to gold price raise they likely switch or plan to switch to low grade, this will increase cost and reduce output. Lot may argue why they do that, Reason is simple. i. They able to increase mine life. ii. They keep high grade for worst day for survival.
    3. Debt, Environment, Labor strike problem not going away in-fact become bigger as they finally get funding for new projects.

    So if Gold Price remain higher than this level for while might create great environment for minner, immediate problem are way bigger and slow rally is fine but such crazy not in short term.

    Sentiment: Strong Buy

  • Reply to

    Shorted GDX

    by vs1234gs Jul 8, 2016 1:11 PM
    vs1234gs vs1234gs Jul 12, 2016 11:51 AM Flag

    Following market make you smart than that's good. You can mint lot of money as long as your bigger fool theory work well.
    Last job report change fundamental on negative side & stock yet to corrected.

    Sentiment: Sell

  • Reply to

    possible short covering when july script number come

    by vs1234gs Jul 12, 2016 10:10 AM
    vs1234gs vs1234gs Jul 12, 2016 11:21 AM Flag

    Although I agree with both of you on earlier plan, Plan do change. Just like they release number yesterday when it only due 7/15.

    They likely able to show good momentum with Script number. Why would they hide that detail. I do expect they extend Monthly release for few more months given CRL & slow early adoption make Script number very important for stock holder. Also given CRL, this info not much meaningful for AZN. ( I believe earlier plan assume AZN approval and so giving out detail on impact of AZN marketing is not good idea)

    They also likely have strong pressure from big holder as well & This has lot of them.

    Sentiment: Strong Buy

  • Reply to

    Berens comments available on Google Finance

    by beverlyhistory1 Jul 12, 2016 10:28 AM
    vs1234gs vs1234gs Jul 12, 2016 11:14 AM Flag

    He keep degrading himself. CRL was golden opturnity for him to come out gracefully. he refused.

    All most all analyst are smart but Remember hardly any analyst honest or even care about track record, even with good track record have conflict of interest so I don't follow any analyst other than give serious thought to their view points. They do provide important information (Both side of analyst)

    Sentiment: Strong Buy

  • Reply to

    possible short covering when july script number come

    by vs1234gs Jul 12, 2016 10:10 AM
    vs1234gs vs1234gs Jul 12, 2016 10:18 AM Flag

    I do hope that they release it. It's not good idea to keep everyone guessing. Given CRL this number is very important for Investor.

    If what you says turn out right, we have 3 month of Short pressure (From earning) very soon.

    Sentiment: Strong Buy