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Vertex Pharmaceuticals Incorporated Message Board

aurorainsider 81 posts  |  Last Activity: Apr 18, 2014 9:32 AM Member since: May 8, 1998
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  • aurorainsider by aurorainsider Feb 27, 2014 11:49 AM Flag

    The trading has been very light this week. We often go several minutes before seeing a 100 share trade. So is this the lull before the storm or the new normal until earnings?? I would like to see a bit more volume (interest) in the stock given the expectations for growth in a hot sector Again, a little promotion of the company by management to the Street would be encouraging to see.

  • aurorainsider by aurorainsider Feb 4, 2014 9:46 AM Flag

    The approximate 8% Price/share move seems to be the magic number both up and down this earnings season for many stocks. Personally, I like this limited move instead of those wild swings I think it makes it more attractive for new investors to get in and build some sustainable momentum. Given the market sell off, to be sitting at these levels has to be considered a win. We'll see how the downward market momentum impacts the price in the short term.

  • aurorainsider by aurorainsider Jan 29, 2014 1:24 PM Flag

    It sure looks like we are in the midst of that correction that all of the money managers wanted. If they are correct, we are about half way there. So the question is, what happens with Westell?? Down more than 15% from that $4 base. The move south of $3.50 has been primarily on low volume, so could just be lack of activity and market makers bringing it down to find that activity. Regardless, it is definitely interesting timing with earnings coming early next week. All those money managers with cash on the sidelines must be loving this. They wait a couple more weeks and then buy heavily. At the end of the year they tell their clients how they made 10% on their money.

  • Reply to

    8% orderly move

    by aurorainsider Feb 4, 2014 9:46 AM
    aurorainsider aurorainsider Feb 4, 2014 10:53 AM Flag

    That's been my point too. They need to solidify this deal in the first half of the year, otherwise the earnings growth momentum will drop along with the Street interest in the stock. So they need approximately $60-$70 million in additional revenues for a $80-$100 mil investment. Sorry WTT fans but given your market cap, that would get Westell less than half the way there given current revenue trends. So they are looking at acquisitions that sit in the 2X or less of sales. Perhaps the market sell off will work to management's advantage???

  • aurorainsider by aurorainsider Feb 27, 2014 7:44 AM Flag

    Someone placed a 20 thousand share weekly call bet that TSLA would see $260. This bet was made 2 days ago!! So you can expect a rise over $260 so that this big money can make its killing. After that, who knows? Things that make you go hmmmmm!!!????

  • aurorainsider by aurorainsider Mar 5, 2014 10:10 AM Flag

    Nice to see the volume confirmation today. They want in and are willing to pay for it. Can $5 be far off??

  • Reply to

    EBIT NTM

    by siemprefue Mar 18, 2014 8:25 AM
    aurorainsider aurorainsider Mar 26, 2014 3:04 PM Flag

    You sound as cynical as I do. Its as though the talking heads want to make the news, not report it. As I have said before, the money managers would love to see a sell off so they could put new money to work and show these great returns by year's end by essentially doing nothing. The lazy manager's game. Benefitting from the market instead of making wise stock selections. WSTL is now sitting in the bottom of the 100 day channel, exactly like the last move at the beginning of this year. Last time we bumped off of this support level a couple of days then moved up nicely.

  • aurorainsider aurorainsider Mar 3, 2014 10:03 AM Flag

    I was also thinking about that $5/share. Once this mess in Europe subsides, I think we can gain some momentum. This acquisition should provide a nice catalyst to strong year over year comparisons. In turn we should see some increased interest from the Street. A move from $5 to $10 is certainly in reach over the next 12 months. If they leave fiscal 2015 (next Spring) with a $200 million run rate, a 25% growth rate gets them to a forward looking $250 in Revs for fiscal 2016. Apply a 2.5 X's revenues and the stock moves past $10. A take out at $15 + ( 3 to 3.5 revs) then comes into play.

  • Reply to

    Insider Purchase

    by larrystanley644 Apr 1, 2014 9:50 PM
    aurorainsider aurorainsider Apr 2, 2014 7:00 AM Flag

    I believe these were all stock grants not insider purchases. Look under price and you will see $0. However, as I said last week, technically, the stock was way oversold. It sure looked like Westell got caught up in that end of quarterquarter window dressing rotation out of growth stocks by the money managers. I would not be surprised to see a move back to the mid $4's over the next 7-10 trading days.

  • They could easily buy Netflix and Sirius. without missing a beat financially. The Netflix a quisition would be an interesting combo with the Next Gen apple TV and provide some interesting international growth opportunities. Sirius would get them a hedge against declining IPod sales and provide an interesting opportunity with wearable technology, transmitting more via satellite than just music. Apple brings its device expertise to make TV and radio ubiquitous and wearable and accessible whether or not you have a WiFi connection or not.

  • Reply to

    Why is Fidelity down?

    by a2020trading Jan 27, 2014 10:32 AM
    aurorainsider aurorainsider Jan 27, 2014 10:54 AM Flag

    Both ETrade and TD Ameritrade web sites are as well. Had to use the mobile App at each to access. Strange indeed!!!!!

  • Reply to

    Nice little win today

    by aurorainsider Jan 28, 2014 9:44 AM
    aurorainsider aurorainsider Jan 28, 2014 12:33 PM Flag

    You are correct. In fact the NY subway deal involved quite a bit of customization. Westell brought in other other non Westell components and assembled a solution which was packed up and shipped as a completed solution. I don't know about how the non Westell product costs are covered but clearly there is some sort of short term inventory of these other products as the solution is assembled. This affords opportunity in several markets, so let's see how they diversify these market offerings going forward. Certainly project orientated and a potential in lumpy earnings until a consistent robust pipeline is developed.

  • Reply to

    so thats approx .40 to the eps

    by soxwillwin2003 Feb 6, 2014 9:00 PM
    aurorainsider aurorainsider Feb 6, 2014 9:28 PM Flag

    Actually my bad, it was 28 million shares.....so Projected 2014 EPS expanded by $1.30 per share

  • Reply to

    wstl down on NEWS?--Very Bad Sign!!

    by akilice Jan 17, 2014 1:18 PM
    aurorainsider aurorainsider Jan 21, 2014 6:47 PM Flag

    It will be an interesting earnings for sure

    With regards to all of the negative posts here, it appears to be a bunch of WTT shareholders posting under different aliases. I don't get their infatuation over posting on this MB. Nobody here gives a darn about WTT. Just don't get it

  • Reply to

    Market and WSTL

    by aurorainsider Jan 29, 2014 1:24 PM
    aurorainsider aurorainsider Jan 31, 2014 9:42 AM Flag

    Its only sweet if Westell can execute expand and take advantage of this build out. We need that acquisition

  • aurorainsider by aurorainsider Feb 11, 2014 2:26 PM Flag

    Westell seems to be trading like the rest of the small caps. Down to sideways. Tight bid ask range the last few days on mediocre volume. We need that acquisition.

  • Reply to

    Small cap drift

    by aurorainsider Feb 11, 2014 2:26 PM
    aurorainsider aurorainsider Feb 11, 2014 6:14 PM Flag

    I think that you are right. I anticipate two or more small deals as opposed to one big one. But the clock is ticking

  • Reply to

    Up on low volume

    by gatabouts Jan 22, 2014 4:20 PM
    aurorainsider aurorainsider Jan 23, 2014 10:27 AM Flag

    Phenne. - I think the guidance will be tempered for this quarter. Since much of the business is in N America, I don't see how they are not impacted by this brutal winter thus far. I hope I am wrong

  • Reply to

    Heartland

    by aurorainsider Feb 8, 2014 10:17 AM
    aurorainsider aurorainsider Feb 8, 2014 10:24 AM Flag

    But then Black Rock added over 1 million. Oh well. Musical chairs

  • Reply to

    A little over 3% away

    by aurorainsider Feb 3, 2014 12:37 PM
    aurorainsider aurorainsider Feb 3, 2014 6:09 PM Flag

    Margins are interesting. I thought there could be weakness on top line, but I didn't expect such a upside to earnings and cash. Two very nice surprises!!! I will listen to the call before passing judgment. It will still be tough to fight the market. Perhaps a buying opportunity??

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