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Netflix, Inc. (NFLX) Message Board

betasplen1 158 posts  |  Last Activity: 7 hours ago Member since: Mar 2, 2004
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  • Reply to

    Does anybody have faith?

    by betasplen1 Jun 24, 2015 8:10 AM
    betasplen1 betasplen1 7 hours ago Flag

    Not exactly rewarded (yet) but at least we know that management does what it says. That is important if you are a long term investor here...

  • Reply to

    OK guys, taking a sabbatical

    by betasplen1 Jun 26, 2015 12:53 PM
    betasplen1 betasplen1 Jun 26, 2015 2:12 PM Flag

    Yes, I learned my lesson feeding the bears here. All in iggy land except the friendly troll :)

  • Reply to

    OK guys, taking a sabbatical

    by betasplen1 Jun 26, 2015 12:53 PM
    betasplen1 betasplen1 Jun 26, 2015 1:38 PM Flag

    Thanks dude! We are going to the Rockies, Great Sand Dunes, Zion, Bryce, Grand Teton, Yellowstone, Glacier and Mt Rushmore. Hope I don't get eaten by a Grizzly while camping up in the mountains. I would love to be around when VVUS is back in the double digits - LOL!

  • for a month from the VVUS board. Going to visit some National parks and enjoy the outdoors. I don't think I will miss a thing when I return and the stock will probably still be trading down here. If any of you are going to meet Seth in the mean time, slap him and wake him up for me. Thanks and TTYL...

  • Reply to

    2.60

    by betasplen1 Jun 24, 2015 9:20 AM
    betasplen1 betasplen1 Jun 26, 2015 11:23 AM Flag

    The old spinster woman strikes back! Tested 2.60 and back to 2.40 in 3 days! I could have saved myself about $20K if I acted upon my premonition. Darn! But I know the day I sell, it will make a tear to $30 without looking back (like HZNP). No thank you. Seth be damned...

  • Reply to

    What Is Going On With The Share Price?

    by mooky8639 Jun 25, 2015 5:59 PM
    betasplen1 betasplen1 Jun 26, 2015 8:21 AM Flag

    I started buying after the FDA approved the 15 min labeling for Stendra. That was a major differentiator from Viagra, Cialis etc and I thought that will easily make this a multi-billion dollar company in a couple of years, especially with a large short position betting against it. I knew Qsymia was dragging along but thought it was because of inefficacy. However, I let that pass because my focus was on Avanafil. Now we know that Q is the best in class and the uptake has been much slower than expected due to past failures in this arena and more wary doctors, not because of the product itself. So, we may be looking at a situation where Q is acting like a newly approved drug with blockbuster potential today vs 3 years ago, when it was way ahead of it's time. Avanafil can also be seen as a new drug as its partner (ENDO) is only now becoming serious about making boatloads of money with it (AUXL did not dedicate enough sales staff and was distracted with being bought out). So, I am trying to erase the last 9 months off my memory and just look forward to increasing sales and other positive developments. If I can just get over Seth's silence about his company's ultra low valuation, I will be set...

  • Reply to

    2.60

    by betasplen1 Jun 24, 2015 9:20 AM
    betasplen1 betasplen1 Jun 25, 2015 6:03 PM Flag

    VVUS - Very Very Undervalued Stock

  • Reply to

    Hello ping/vboy

    by betasplen1 Jun 24, 2015 8:55 AM
    betasplen1 betasplen1 Jun 25, 2015 10:07 AM Flag

    Hi ping, thanks for your detailed response. Glad to see some even keeled longs here. I am amazed by your patience with this stock after 4+ years since the CE Mark approval. Hope you do well here for all that forbearance. Upon reading your post, most of the issues are the same as they were a couple of years ago and so I don't think I missed any updates while I was away. I do agree that this is a good trading stock if you can figure out the short term trend. It ran 50% just like that on low volume due to the Russell add though there was nothing on the day of that news. Strange beast it has become. I shall look for an improvement in fundamentals (waiting for a couple of years) before getting in as an investment, if that time comes. Take care...

  • Reply to

    2.60

    by betasplen1 Jun 24, 2015 9:20 AM
    betasplen1 betasplen1 Jun 24, 2015 5:20 PM Flag

    LOL. Old spinster woman was right this morning... Listen dude, let's see if your nonsense about next week comes true. If so, I will quit the whining and bow to your genius. If not, just admit that you are a clueless pumper in 7 days. I have almost 100K shares that are bleeding by the day, week, month. I will whine as much as I want, as long as the stock stinks. At least I am trying to do something by writing to management (may as well write to a dung beetle in retrospect). If you can't take my frustration, put me on ignore. And news flash for you, nobody on this message board can short this stock at these levels. Anyone who claims so is just a lying drug addict....

  • Reply to

    2.60

    by betasplen1 Jun 24, 2015 9:20 AM
    betasplen1 betasplen1 Jun 24, 2015 3:45 PM Flag

    As expected, shrinking like an ED dude without Stendra, after flirting with Ms. 2.60 yet again. Becoming almost as certain as death and taxes. What are the punks in Mountain View thinking???? Pfft...

  • Reply to

    Hello ping/vboy

    by betasplen1 Jun 24, 2015 8:55 AM
    betasplen1 betasplen1 Jun 24, 2015 1:08 PM Flag

    Like I said before, let them answer. Both know that I had been a long term supporter who sold off when we didn't see the promised growth. I missed the bus to $15 (60 cents pre-split) of course but always maintained that those prices were silly, given the fundamentals. It was simply a momo stock for day traders. And you finally saw the massacre when DC did not deliver on the ER. This quick run from $5 to $7 is also not sustainable unless the earnings picture improves significantly...

  • Reply to

    Hello ping/vboy

    by betasplen1 Jun 24, 2015 8:55 AM
    betasplen1 betasplen1 Jun 24, 2015 10:49 AM Flag

    Guys - let the lady respond before you start thumbing me down to oblivion. Sheesh! I understand your loyalty here but you need to be a little more tolerant of opposing views. Obviously, my caution was well founded when I said this was way overvalued at $15! I am saying it is fairly valued in the $6s. I think the current run is for the Russell addition and it could retreat back next week, unless revenues grow significantly...

  • Reply to

    2.60

    by betasplen1 Jun 24, 2015 9:20 AM
    betasplen1 betasplen1 Jun 24, 2015 10:29 AM Flag

    Zacks are schizos. They talk positives while downgrading in the same breath. Looking at their historical accuracy (or lack thereof) with VVUS and other stocks I follow, I wouldn't get too excited about what they say.

  • betasplen1 by betasplen1 Jun 24, 2015 9:20 AM Flag

    Hasn't closed above that level since Mar 25th or 3 months running. Each time it tests that level, it falls back to 2.40 in the following days. Let's see if it is any different this time. Unless there is a catalyst to break that level, it most surely will. However, to the chagrin of Rup - I will not be selling any shares till we see $10 at least. I love to watch paint dry - getting pretty good at it after 9 months of practice. Still Seeking VVUS's Alpha (Seth) - seems more elusive than the Tasmanian wolf.....

  • betasplen1 by betasplen1 Jun 24, 2015 8:55 AM Flag

    It has been a long while since I posted on this board. As you know, I was totally baffled when this stock was in the double digits, given the anemic sales numbers and growth. I mentioned that DC failed to deliver the growth that was hyped but became an excellent marketer of the stock (something he didn't do while I held my shares!). Looking at analyst estimates, they are forecasting $17MM in sales in 2016. I believe the current price in the mid $6s is already forward looking and accounting for DC to meet that goal with a PS of 10. What do you think will cause CTSO to handily beat those estimates and rise back to double digits in the next 6-12 months (and still be fairly valued)? TIA....

  • betasplen1 by betasplen1 Jun 24, 2015 8:10 AM Flag

    Management has re-iterated several times that they are on track for filing the BLA by 6/30/15, which is less than a week away. Trading action suggests that nobody has faith or nobody really knows about this company or worse, nobody cares. Hope it's one of the first two scenarios. I think this is a diamond in the rough and have a good chunk riding on that hope...

  • Reply to

    ENDP to buyout VVUS at $25 within two year !!!

    by yrubinek Jun 23, 2015 9:34 AM
    betasplen1 betasplen1 Jun 23, 2015 3:08 PM Flag

    I meant "shorts are stupid to think"....

  • Reply to

    ENDP to buyout VVUS at $25 within two year !!!

    by yrubinek Jun 23, 2015 9:34 AM
    betasplen1 betasplen1 Jun 23, 2015 3:07 PM Flag

    If you think about it, none of those catalysts is "new" news. Seth has been braying about them for a while. I don't think the stocks are stupid to think none of those will come to pass. Bottom line, if you want a short squeeze - you need to do a share buyback or be the target of a bidding war. Otherwise, it will be a gradual rise over time as the company turns profitable...

  • Reply to

    ENDP to buyout VVUS at $25 within two year !!!

    by yrubinek Jun 23, 2015 9:34 AM
    betasplen1 betasplen1 Jun 23, 2015 3:01 PM Flag

    Yup - after observing the response to news cycles over the past 9 months, I can ascertain that it will have no short term effect - key words, short term. None of the 3 catalysts are bigger than the FDA approval for 15 min labeling and you saw what that did for the stock (down 40%). Not saying it will go down on any of those catalysts but I don't see more than a 15-20% pop which will bring it to cash value and that's about it. The shorts won't leave unless they are blindsided by a buyout offer or share buyback. I am hoping that positive earnings will slowly get them out over the next year or two....

  • Reply to

    ENDP to buyout VVUS at $25 within two year !!!

    by yrubinek Jun 23, 2015 9:34 AM
    betasplen1 betasplen1 Jun 23, 2015 2:29 PM Flag

    That's why I added the word "try" to buy. So, if it is not a buyout rumor or share buyback, what is the anticipated news that will get this gastropod going? I don't think a Latin American partnership or reduced CVOT study or anti-obesity act will do jack for this stock in the short term. Not with these influential shorts anyway...

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