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b1g_brothr 41 posts  |  Last Activity: Nov 27, 2015 2:46 PM Member since: Jan 28, 1999
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  • Iran's stockpile of low-enriched uranium has increased in the past three months even though Tehran is supposed to reduce it significantly under a deal with major powers, the International Atomic Energy Agency (IAEA) determined in a confidential report Reuters saw on Wednesday afternoon.

    Iran has also started to dismantle uranium enrichment centrifuges at its Natanz and Fordow nuclear facilities, the IAEA report states. Under the deal with major powers reached in July, Iran is supposed to reduce the number of centrifuges it has in operation.

    Under the Joint Comprehensive Plan of Action signed between Iran and a US-led group of six countries in July of 2015, Iran must reduce its stockpile of low-enriched uranium to 300 kilograms in order for the nuclear agreement to fully go into effect — a total that does not count uranium contained in fuel rods for the country's nuclear reactor. According to an August IAEA report, Iran has 7,845 kilograms of low-enriched uranium.

    The Reuters report comes just a month after Iranian Supreme Leader Ali Khamenei appeared to unilaterally alter the timeline for Iran meeting its obligations under the JCPOA.

    On October 21st, Khamenei, who is the country's highest political and spiritual authority under Iran's theocratic system of government, announced that Iran would not begin exporting its enriched uranium in order to reach the 300 kilogram limit until the IAEA had completed its investigation of Iran's past nuclear weaponization work, an inquiry that won't officially end until the agency issues a report in December.

  • Reply to

    OIL now reversing

    by pussy_from_heaven Nov 17, 2015 10:37 AM
    b1g_brothr b1g_brothr Nov 23, 2015 5:05 PM Flag

    Oil closed down, but DWTI was down as well.
    More important, WTI closed under $40!
    I've been waiting for this.

  • Reply to


    by freemandoro Nov 20, 2015 6:09 PM
    b1g_brothr b1g_brothr Nov 21, 2015 12:05 PM Flag

    Given deteriorating industry conditions and new actors entering the enrichment market, it is hard to picture news that would allow Centrus to successfully complete the ACP and begin turning a profit. Natural gas keeps getting cheaper, making new nuclear power less viable. The Book Value Per Share is negative $7.10 while the stock price is $1.51. Bond holders have first claim on assets and I suspect even they will need to take a haircut.
    GE is the only potential takeover candidate and they are still claiming they have a superior enrichment technology.

  • b1g_brothr b1g_brothr Nov 14, 2015 7:17 AM Flag

    A cell whose members claim to have been recruited by ISIS slaughtered over 150 people in the heart of Paris and succeeded in getting two suicide bombers and a third bomb to within a few yards of the French president.

    Visiting the Bataclan, M Hollande declared that "nous allons mener le combat, il sera impitoyable": We are going to wage a war that will be pitiless.

    Does he mean it? Or is he just killing time until Obama and Cameron and Merkel and Justin Trudeau and Malcolm Turnbull fly in and they can all get back to talking about sea levels in the Maldives in the 22nd century? By which time France and Germany and Belgium and Austria and the Netherlands will have been long washed away.

  • b1g_brothr by b1g_brothr Nov 12, 2015 7:41 PM Flag

    (Reuters) – Drugmaker Gilead Sciences Inc said on Thursday the U.S. Food and Drug Administration approved the expanded use of its blockbuster hepatitis C drug, Harvoni.
    The drug can now be used to treat patients with subtypes of chronic hepatitis C virus (HCV) and in patients who are co-infected with Human Immunodeficiency Virus (HIV), Gilead said in a statement
    (Reporting by Rosmi Shaji in Bengaluru; Editing by Anil D’Silva)

  • b1g_brothr b1g_brothr Nov 11, 2015 9:27 AM Flag

    It gets worse:

    The United States and other global powers are helping Iran to update and reconstruct a nuclear reactor that has been suspected of helping the Islamic Republic produce enough material for a potential nuclear weapon, according to regional reports and statements from the State Department.

    The United States’ goal is to work with Iran to refit the reactor in such a way that it can no longer produce weapons grade material.

    However, Iran maintains that the United States and other partner nations will soon provide “advanced equipment” for the reactor, which is located near the Iranian industrial city of Arak.

    A spokesman for the Atomic Energy Organization of Iran, the Islamic Republic’s main nuclear regulator, said on Tuesday that the United States and several other nations would begin supplying Iran equipment so that it can modernize the nuclear reactor.

    “Four countries of the [nuclear negotiating team] have accepted to cooperate with Iran in supplying advanced equipment for the (Arak) reactor and different other issues,” Behrouz Kamalvandi, a spokesman for the Iranian nuclear authority, said Tuesday.

  • Iranian state media reports that the regime has stopped dismantling inactive centrifuges at two uranium enrichment plants, Reuters wrote on Tuesday.

    “The (dismantling) process stopped with a warning,” Ali Shamkhani, Secretary of the National Security Council, was quoted as saying by the ISNA student news agency.

    Only decommissioned centrifuges were being dismantled to begin with, of which there were about 10,000 at Natanz and Fordow, the Atomic Energy Organisation of Iran has said.

    Shamkhani did not specify what he meant by “warning”, but the head of parliament’s nuclear deal commission, Alireza Zakani, told Mehr news agency that the dismantling had stopped in Fordow because of the lawmakers’ letter to Rouhani.

    Reuters reported that 20 Iranian parliamentarians sent a letter to President Hassan Rouhani last week demanding that the process of dismantling centrifuges be slowed down. Their demand was apparently made in accordance with the dictates of Iranian Supreme Leader Ayatollah Ali Khamenei, who has indicated that “the deal should only be implemented once allegations of past military dimensions (PMD) of Iran’s nuclear program had been settled.”

    Last month, Khamenei attached conditions to the implementation of the nuclear agreement, including that sanctions be removed even before Iran had complied with its obligations and scaled down its nuclear program.

    This is contrary to the plain reading of the nuclear deal (.pdf), which states that the International Atomic Energy Agency (IAEA) must verify Iran’s compliance with the deal’s requirements while the European Union simultaneously terminates, and the U.S. suspends, nuclear-related sanctions on the Islamic Republic.

  • China has always seemed less-than-enthusiastic about the UN’s push to combat climate change by cutting traditional methods of generating energy. While Barack Obama and his cadres were preaching the global warming gospel and working the phone and pen ahead of the UN summit on Climate Change in December, China simply promised that it would stop increasing its greenhouse gas production before 2030. Now, weeks ahead of the UN meeting that was supposed to wrap up an international treaty to supposedly fight climate change, it turns out China burns more coal than it previously disclosed. The numbers China originally provided were 17% less than what the world’s largest emitter of greenhouse gas actually produced. To put this in perspective, The New York Times said that China burned an additional 600 million tons of coal in 2012, or 70% of what the U.S. uses in one year. Say, didn’t the Obama want to cut our nation’s greenhouse gas emissions 32% below what we produced in 2005? This is basically the U.S. giving China free carbon credits.

    It also, as The Daily Caller points out, throws a wrench into the UN’s calculations heading into this UN summit. This illustrates the problem the big-statist climate change advocates face. If global warming is, in the words of John Kerry, the “most fearsome weapon of mass destruction,” then Obama’s efforts lack resolve. As Investor’s Business Daily opined, “The idea that no one would cheat on any carbon reduction pledge is even more unrealistic. If China can hide carbon emissions equal to all of Germany’s for more than a decade, why should anyone trust it, or any other country for that matter, to be honest about its future emissions?”

  • Reply to

    Clinton started this tirade

    by classshopper Oct 22, 2015 10:48 AM
    b1g_brothr b1g_brothr Nov 4, 2015 4:51 PM Flag

    Yes, but Express Scripts substituted the ABBV hepatitis drug which the FDA says causes liver damage!

  • b1g_brothr b1g_brothr Nov 4, 2015 10:30 AM Flag

    They correctly bet that it would crush earnings but didn't predict this crazy selloff. I tried to buy more at $555 but by the time I got the order placed I had to settle for $559. It should hit new highs very shortly.

    I bought ABBV on the dip for $51 a few weeks ago, now it's $63.

    GILD, on the other hand, has a PEG ratio of 0.5 and it's stuck in the mud!

  • Reply to

    why the rally after hour?

    by bavaris7 Oct 30, 2015 4:31 PM
    b1g_brothr b1g_brothr Nov 2, 2015 7:09 AM Flag

    Cramer was pumping BIIB

  • Reply to

    Astellas reported today

    by centquatre2015 Oct 30, 2015 4:14 AM
    b1g_brothr b1g_brothr Oct 30, 2015 5:33 PM Flag

    On October 30, 2015, in Tokyo, Japan (October 29, 2015, in San Francisco, CA), Medivation, Inc.'s collaboration partner Astellas Pharma Inc. (Astellas), reported its financial results for the quarter ended September 30, 2015. Astellas reported, among other things, that U.S. net sales of XTANDI� (enzalutamide) capsules were $313.0 million in the quarter ended September 30, 2015, an increase of approximately 5% above the reported net sales of $298.4 million in the quarter ended June 30, 2015.

    Based on information provided by Astellas, approximately two-thirds of the $14.6 million increase in U.S. net sales in the September quarter was the result of higher volume, including an increase in underlying demand (mid-single digit percent growth compared with the June 2015 quarter) offset by changes in channel partner inventory levels during the quarters.

    The remaining one-third of the U.S. net sales increase resulted from a lower September quarter gross-to-net discount rate, utilized by Astellas, that included a favorable adjustment of $17.9 million related to changes in their prior period estimates of deductions against gross sales.

    In its release, Astellas also reported net sales of XTANDI outside of the U.S. for the quarter ended September 30, 2015, expressed in various currencies. Medivation estimates such sales were approximately $205 million, 9% above ex-U.S. net sales of approximately $188 million for the quarter ended June 30, 2015.

    Medivation plans to report its own financial results for the quarter ended September 30, 2015, on November 5, 2015.

  • Commentary Magazine:
    When it comes to Iran’s uranium enrichment, Obama and Kerry conceded Iran’s “right to enrich” right out of the gate, the negotiating equivalent of meeting the used car salesman’s first price, and then limiting negotiations to whether or not there would be leather seats. Don’t worry, the deal proponents said. Iran would take its surplus enriched uranium stockpiles and dilute them or convert them into oxide.

    Well, it seems now that Iran had other plans. According to Iranian Deputy Foreign Minister Abbas Araghchi, Iran may sell its enriched uranium “to a foreign country” in exchange for additional natural uranium.

    So, a plan that Obama and team swore would make the Middle East and the world safer and successfully contain proliferation may now actually increase the provision of enriched uranium to countries that may harbor ambitions to proliferate themselves. Araghchi did not mention to which countries Iran might sell enriched uranium, nor has the United States asked. Now, many potential producers of natural uranium the United States need not worry about: It is doubtful, for example, Japan, Australia, or Bulgaria. But, there are other countries — Algeria and Argentina — for example, that could present real problems should they seek to jump-start their nuclear programs. Argentina’s relationship with Iran, in particular, bears closer scrutiny, especially after the assassination of Alberto Nisman, a prosecutor who was pursuing illegal Argentine-Iranian dealings.

    Much can be said about the Joint Comprehensive Plan of Action, the so-called Iran deal. That it made the world safer is not a claim that can be substantiated, however, as Iranian declarations and revelations coming seemingly every single week now demonstrate.

  • Reply to

    overvalued garbage, see you under $25

    by bulltard Oct 29, 2015 2:50 PM
    b1g_brothr b1g_brothr Oct 29, 2015 3:22 PM Flag

    What metrics are you using to determine it is overvalued? The stock price?

  • on an earnings disappointment. Analysts will then weigh in. I expect they may lower price targets but will also say selling is overdone.

    If the stock recovers in a year, that's a 20% gain. I expect it to recover faster because even in the 90's it was cheap based on PEG ratio.

    I bought today at 73.14 and will buy more if it gets even cheaper.

  • As Predicted, the Iran Deal Has Begun to Wreck Global Nuclear Non-Proliferation Efforts Amid growing indications that Iran does not plan to comply with the July nuclear deal (the Joint Comprehensive Plan of Action, or JCPOA), there is a new report that the huge U.S. concessions offered to Tehran to get this agreement are already undermining global efforts against nuclear proliferation. One of the most significant of these concessions allows Iran to continue to enrich uranium even while the JCPOA is in effect. This contradicts years of U.N. Security Council resolutions calling on Iran to halt all uranium enrichment, and previous U.S. policies that have strongly discouraged nations from beginning peaceful uranium-enrichment programs due to the ease with which they can be used to produce weapons-grade nuclear fuel. Although Obama-administration officials deny it, this concession has been interpreted by Iran and other nations as conceding to Iran the “right” to enrich uranium. Andrew McCarthy wrote in National Review in August that this denial is hard to take seriously, since John Kerry conceded Iran’s right to enrich in 2009, when he was chairman of the Senate Foreign Relations Committee.

    The chickens have already come home to roost on the uranium-enrichment concession: The United Arab Emirates (UAE), which in 2009 signed an agreement with the U.S. barring it from pursuing uranium enrichment and plutonium reprocessing, is now considering renouncing these commitments.

    House Foreign Affairs Committee chairman Ed Royce said UAE ambassador to the U.S. Yousef al-Otaiba told him that his country no longer felt bound to its commitment not to pursue uranium enrichment and plutonium reprocessing due to concessions made to Iran in the JCPOA.

  • b1g_brothr by b1g_brothr Oct 26, 2015 9:39 AM Flag

    Somebody is trying to drop the stock price by dumping shares cheaply in thin premarket trage.

    They may succeed.

  • b1g_brothr by b1g_brothr Oct 20, 2015 5:14 PM Flag

    On Sunday, Iran was supposed to start dismantling some 15,000 centrifuges and the U.S. was supposed to start giving Iran that $150 billion in sanctions relief. So far, only Barack Obama has announced that he will hold up his end of the Iran nuclear deal. "I hereby direct you to take all appropriate additional measures to ensure the prompt and effective implementation of the U.S. commitments set forth in the JCPOA, in accordance with U.S. law," Obama wrote in a memorandum to the secretaries of State, Treasury, Commerce and Energy. That announcement came after Iran announced last week that it test-fired a ballistic missile capable of delivering a payload to Israel, something that the U.S. condemned as violating UN Security Council Resolution 1929, which imposed further sanctions against the country. That was followed by an Iran state media segment that showed a tunnel filled with medium and long-range ballistic missiles. Amir Ali Hajizadeh, a general in Iran's Revolutionary Guard, said there are many such installations scattered across the nation in case, y'know, "enemies make a mistake." Still, Obama continues to ram headfirst through the brick wall of doubts about his deal. Of the reports of Iran's militarization, his administration said the deal that's supposed to ensure a nuclear-weapon free Iran is not contingent on the International Atomic Energy Agency's investigation into the possible weaponization of Iran's nuclear program, a report due Dec. 15. Meanwhile, no U.S. aircraft carrier is floating in Middle Eastern waters as the deal takes effect, which shows that Obama is willing to sit on his hands, wishing the best intentions from Iran. Iran's enemies, indeed, have made a mistake.

  • They say HZNP mixes two $20 generics and sells for $1500.

    HZNP officially has a bullseye on its back for the next year

  • b1g_brothr by b1g_brothr Oct 16, 2015 7:16 AM Flag

    FEYE is far cheaper than Palo Alto Networks on a Price/Book and Price/Sales basis.
    The difference is that FEYE is not yet profitable while PANW is, although PANW has a 5-yr PEG Ratio of 1.84.
    I may buy more FEYE today to lower my cost basis.

117.81-0.22(-0.19%)Nov 27 1:00 PMEST