Sun, Sep 21, 2014, 3:57 AM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Delek US Holdings, Inc. Message Board

TwoJugglers 175 posts  |  Last Activity: Sep 19, 2014 4:04 PM Member since: Apr 6, 1998
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • twojugglers by twojugglers Sep 19, 2014 4:04 PM Flag

    187,917 shares traded in one block at $6.57 just at close.

    Sentiment: Strong Buy

  • Reply to

    Selling Sep 20, $7.00 Calls

    by twojugglers Sep 18, 2014 2:24 PM
    twojugglers twojugglers Sep 19, 2014 2:57 PM Flag

    Looks like I'll get to keep my shares, and the lousy 10 cent premium I got for them. It was hardly worth the worry, especially this morning when we opened up a bit above $7.00.

    I sell calls on all the stocks I own. One of my stocks is getting bought out this month, the rest are not. So, big missed opportunity with UTHR. Someone will get my 100 shares of that stock for $95.00. Great deal for them, since its trading at $129.00 right now. However, this paper loss isn't enough to convince me to stop selling calls. Over all, what I took in on premiums on the call cycle that ends today is equal to 3.57 % of my total portfolio. That's about what I've be averaging. This next month doesn't look quite so good right now, mostly due to CMB and KNDI. Since option calls make up the lions share of my retirement income, I guess I'm going to have to get used to this. Its a bit nerve-wracking though.

    Of the calls I'll be selling Monday, CRTO is looking to have the best results. The next strike up from its current pps is above my cost basis, is going to pay $1.65/share and equal a yield from my purchase price of 5.4%.

    On the other hand, KNDI is below my purchase price. If I were to sell calls with strikes close to my cost basis, I'd hardly get anything. But, since they are now offering weekly options on KNDI, I'm going to sell weekly calls with strikes below my cost basis but a above the current pps. Not how I like to do it. Its reaching for yield, a little bit like people who buy junk bonds.

    Hang in there all. I know these are hard times to be watching ONVO's pps. Things will most likely get a whole lot better in a couple of months.

    Go ONVO!

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    Selling Sep 20, $7.00 Calls

    by twojugglers Sep 18, 2014 2:24 PM
    twojugglers twojugglers Sep 19, 2014 10:54 AM Flag

    Thanks Harley.

    Sentiment: Strong Buy

  • Reply to

    Selling Sep 20, $7.00 Calls

    by twojugglers Sep 18, 2014 2:24 PM
    twojugglers twojugglers Sep 19, 2014 4:52 AM Flag

    Just couldn't resist a 1-day yield of 1.4%
    Annualized: 521%

    Not so sure about the "slow grind". We shall see on that.
    If investors ever realize the import of turning basal cells into kidney cells, in unlimited quantities, for drug testing, then I think we'll see some pretty lively action.

    Sentiment: Strong Buy

  • Reply to

    Selling Sep 20, $7.00 Calls

    by twojugglers Sep 18, 2014 2:24 PM
    twojugglers twojugglers Sep 18, 2014 2:46 PM Flag

    Then I lose.

    Sentiment: Strong Buy

  • twojugglers by twojugglers Sep 18, 2014 2:24 PM Flag

    Love, and anyone else.

    An interesting opportunity. I just sold $7.00 strike ONVO calls that expire tomorrow for 10 cents.

    FYI,

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    a big breakthrough in bio-print

    by ailms2000 Sep 18, 2014 10:56 AM
    twojugglers twojugglers Sep 18, 2014 12:44 PM Flag

    Fascinating.

    Sentiment: Strong Buy

  • twojugglers by twojugglers Sep 17, 2014 9:01 AM Flag

    is more fun than watching the Pirates of Penzance.

    Except that there are times I get so excited that I almost do.......

    Anyone remember Pretty Woman?

    Sentiment: Strong Buy

  • Reply to

    ValueWalk Responds To Organovo Holdings Inc

    by twojugglers Sep 17, 2014 6:04 AM
    twojugglers twojugglers Sep 17, 2014 8:45 AM Flag

    Short summary of ValueWalk response to hand-slap from Organovo:

    "Hey, other rags like ours had already posted similar doodoo about Organovo so why shouldn't we?"

    Sentiment: Strong Buy

  • Well worth watching

    You can find it by searching this on the YouTube site: BbBo5rojUn0

    Sentiment: Strong Buy

  • Not really worth the time it takes to read it, but Value Walk takes a stab at Organovo.

    "The short thesis on Organovo isn't new; when we published Simeon Research's controversial report earlier this year, the firm's allegations were no surprise.

    This week Organovo Holdings Inc (NYSEMKT:ONVO) announced that it had won a libel suit against little-known research firm Simeon Research. As part of that announcement, the company took a shot at our “editorial standards” in publishing the original Simeon report, mentioning ValueWalk specifically. We’ve put together a lengthy (although not complete) rebuttal statement in response, trying to set the facts straight......."

    Sentiment: Strong Buy

  • Reply to

    Just an FYI from Organovo

    by raiseu20 Sep 16, 2014 3:19 PM
    twojugglers twojugglers Sep 16, 2014 6:41 PM Flag

    " kidney toxicology tissue product that we currently project will follow the liver launch by 12-18 months."

    Oh great...something more to wait for :))

    Sentiment: Strong Buy

  • Reply to

    red again ,pps drop like March & April

    by ailms2000 Sep 16, 2014 9:52 AM
    twojugglers twojugglers Sep 16, 2014 12:01 PM Flag

    These next two months may be the longest of my life. Still, we might have to wait for a few earnings reports before the enormity of this product's potential really sinks in.

    Sentiment: Strong Buy

  • twojugglers twojugglers Sep 16, 2014 8:40 AM Flag

    Welcome to the Delaware Court of Chancery
    Court of Chancery Building

    The Delaware Court of Chancery is widely recognized as the nation's preeminent forum for the determination of disputes involving the internal affairs of the thousands upon thousands of Delaware corporations and other business entities through which a vast amount of the world's commercial affairs is conducted. Its unique competence in and exposure to issues of business law are unmatched.

    Currently the Court, through a private vendor, has made docket information and pleadings available over the internet for civil actions filed in the Court of Chancery (See File and ServeXpress—Please note: There is a charge for using File and ServeXpress. The site is not maintained by the Delaware Court of Chancery and is the responsibility of File and ServeXpress.)

    Sentiment: Strong Buy

  • Reply to

    From Keith's recent presentation:

    by twojugglers Sep 14, 2014 1:53 PM
    twojugglers twojugglers Sep 15, 2014 5:09 PM Flag

    Right you are Capt.

    Juggsy

    Sentiment: Strong Buy

  • Reply to

    From Keith's recent presentation:

    by twojugglers Sep 14, 2014 1:53 PM
    twojugglers twojugglers Sep 15, 2014 3:24 PM Flag

    Jake,

    I wrote OR yesterday afternoon and got an answer back in less than an hour.
    Pretty amazing.

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Sep 15, 2014 8:54 AM Flag

    "The Delaware Court of Chancery ultimately found against Simeon, requiring that Simeon remove all libelous statements from its website, Twitter account, or any other public websites and prohibiting Simeon from making further defamatory statements about Organovo or publishing libelous statements about Organovo on the Internet.
    During the course of the case, Organovo received information suggesting that Simeon Research was not a long short equity analytical research fund. Rather, there was a single individual who was the sole founder, owner, and employee of Simeon involved with Simeon in any capacity. Organovo believes that this individual created a false corporate front rather than using a previously-existing Seeking Alpha profile in an attempt to deceive his audience and to hide and protect himself due to an intention to profit by trading in Organovo derivatives while distributing the information. He used an alias to communicate with Seeking Alpha, which declined to publish Simeon’s submission. The individual had taken a large short position in the form of derivatives on Feb 19, 2014, first published Simeon’s purported research on Feb 20, 2014, and exited the majority of his short position on Feb 21, 2014 with tremendous gains. In the two-week period prior to the release of Simeon’s second report in April 2014, he built up another short position in derivatives, which he exited within approximately one week of issuance of the second report."

    It does not appear to me that the punishment fits the crime. This creep gets to keep his ill-gotten gains, and there isn't any injunction against him repeating this crime by targeting other companies. In fact, what's to stop him from targeting Organovo again?

    Sentiment: Strong Buy

  • Reply to

    From Keith's recent presentation:

    by twojugglers Sep 14, 2014 1:53 PM
    twojugglers twojugglers Sep 14, 2014 9:01 PM Flag

    Thanks for your inquiry. As you can see on the slide in the presentation, the albumin measurements at the 42 day time points are still as high as previous time points. The reasons not to continue the experiment indefinitely would include that there is no perceived benefit by the customer today and that there are many other things for our researchers to be doing with their research time. It's an interesting question, but part of the discipline required in industrial versus academic research is doing the work that leads to commercial benefit and not the things that simply are interesting.

    Eventually one of our pharma customers might like to design an experiment in which their drug is exposed to the liver continually for two months, but at this stage we don't see demand for that. In fact, it is more likely that for things that damage the liver over 42 days as measured by albumin function that we work hard to find a signal within 7 days that indicates that a given drug will result in that outcome. By measuring gene expression profiles, proteomics, and similar activity at a biochemistry level within the cells, we can perhaps predict negative activity at the earliest possible point. You can see from the list of things under the Roche logo in the slide that these are some of the additional things that the research team is studying in this collaboration.

    Sentiment: Strong Buy

  • "We actually don't know how long the tissue would last. We stop taking measurements after 42 days."

    I could use a little more info concerning this. Seems the research team would be interested in how long the tissue would last. There must be some reason they stop at 42 days. Maybe the albumin production drops off to the point that the assay is no longer clinically useful.

    Juggsy

    Sentiment: Strong Buy

  • twojugglers twojugglers Sep 12, 2014 10:06 AM Flag

    Trading is risky. I question your statement that ONVO can't make money. Check back in a year.

    Juggsy

    Sentiment: Strong Buy

DK
34.22-0.19(-0.55%)Sep 19 4:01 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.