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Silver Wheaton Corp. Message Board

billyteex1 804 posts  |  Last Activity: 33 minutes ago Member since: Jul 17, 2006
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  • billyteex1 by billyteex1 Feb 28, 2015 8:38 AM Flag

    As a former long, I have to admit that I was shocked by the numbers. First, 4-K looks like a bust. They lost $53M......How? That is a huge loss and it included a profit on a sale of an asset. So they really burnt through $70M. There was nothing positive in any of this. That said, I bet they held back on filing the NDA, so they would have something to keep spirits up here.

    You would be wiser to have shifted to Frosts metal plays, they are up 18% and 41%, this past week.

  • Reply to

    Earnings

    by billyteex1 Feb 28, 2015 8:38 AM
    billyteex1 billyteex1 Feb 28, 2015 9:17 AM Flag

    I'm not short. I just expected a very poor quarter. This company needs to stand on it's own two feet. They didn't do that yesterday. I suspect the selling will follow through on Monday.

    You cannot honestly tell us, that quarter impressed you. Balance sheet numbers are a small fraction of the valuation. If you want to see the $20's, you need revenues. You didn't get that yesterday and no pumping is going to change that. At some point this stock is going to have to stand on it's own and I didn't see that in the numbers.

  • billyteex1 by billyteex1 Mar 25, 2015 8:44 AM Flag

    How the pumpers, really have no substance. They really don't understand biotech's or miners. So they pump how Frost influence here is the only thing to care about. You can look at that influence with things like KBIO and AVTH. Both have Frost's help. Pumpers, you ruin a board, by pretending you have a clue. This lures in bashers and next we have to deal with your bruised ego's.

    How about we skip that process, enjoy the ride and don't show us that you really have nothing to offer, except a slanted opinion. I was here before you got wind of this, I will be here when the mining operations get spun off and I will be here, if the drug looks promising and the competition, doesn't get there first.

    In the mean time, we have to listen to guys like billbfit, tell us things, we already appreciate...over and over and over. The bigger the blowhole, the less substance they have. That is why they repeat themselves and never contribute anything. Be smart, do some actual DD and offer something new, instead of BS.

  • On the front page of Levon resources webpage about this deal. Gives a nice presentation of milestones for their two drugs.

  • They have two announcements about SCI in this quarter. According to the power point presentation. One of these announcements coming is about their second drug. They also feel that break through designation maybe in the cards for the second drug and maybe approval after the ph2. These doctors were able to mimic the way the body would build antigens for Hep-B, almost a perfect copy. Maybe the second drug is just as strong. Take a good look at the presentation.

  • billyteex1 by billyteex1 Jan 20, 2015 7:45 PM Flag

    Since Levon owns 35M shares of Pershing at .28 a share, we thank you for the nice appreciation on those shares. Keep up the good work. I own both these stocks, but own more of LEVON, since they had a better cash position and I enjoy the growth of both companies. I notice tallfaller was silent today.

  • billyteex1 by billyteex1 Feb 25, 2015 10:28 AM Flag

    If this single hospital can order $225K worth of filters over a 5 year period. That works out to $45K per year. There are 153 VA hospitals in the U.S.. There are 773 out patient centers and there are 260 Vet Center (counseling). Is this just the start of things. Take this one step further, there are 5,815 hospitals in the USA. If they all move to the filter and each spend $45K a year, that comes to $261M in business. Maybe this is just the start of things and maybe this is why insiders participated.

  • Reply to

    Budget

    by billyteex1 Feb 3, 2015 10:15 AM
    billyteex1 billyteex1 Feb 3, 2015 11:27 AM Flag

    Curious how all the id's here got negative at the same exact moment. Makes you wonder. Like Obama's budget had a line item for ITW's. Really?

  • (Reuters) - Israeli drug company SciVac is seeking U.S. approval for a widely used hepatitis B vaccine as part of a push for increased global sales of a product which it says could stem global growth in the disease.

    Some 1.2 million people die each year from HBV, 100 times more than HIV, while as many as 400 million people are carriers.

    SciVac - 45 percent owned by Opko Health, which is controlled by Teva Pharmaceutical Industries Chairman Phillip Frost - has applied to the U.S. Food and Drug Administration for distribution of its vaccine to dialysis and HIV sufferers in the United States.

    It is about to embark on a clinical trial in the United States that will take a year and a half. Should it get FDA approval, SciVac will then seek similar confirmation in Europe.

    SciVac's Sci-B-Vac, already given to the majority of Israeli children just after birth, comprises all three native proteins of the virus, compared with just one protein in an older vaccine from GlaxoSmithKline's called Engerix-B and cheaper copycats from China.

    Dosage of Sci-B-Vac is just a quarter that of Engerix.

    SciVac also says 10 percent of newborn babies and 25 percent of adults over 40 do not respond to the older products.

    "It (Sci-B-Vac) looks the same as the virus itself. The immune system cannot ignore it, so it gives full protection," Michal Ben-Attar, chief executive of SciVac, told Reuters, adding that Sci-B-Vac is virtually 100 percent effective against HBV in newborns.

    SciVac has distributed more than a half-million doses of its vaccine since 2009. It is also registered for use in India, Hong Kong, Vietnam, the Philippines and some African countries.

    Ben-Attar said SciVac is on the verge of signing a distribution agreement for the product in India. Although HBV is most prevalent in developing countries, Ben-Attar said it is tough to sell in such markets because they prefer cheaper alternatives.

    She said Sci-B-Vac is being sold at prices that are competitive with Engerix despite i

  • Reply to

    I need some answers

    by doctor_zing Mar 6, 2015 11:02 PM
    billyteex1 billyteex1 Mar 7, 2015 8:48 AM Flag

    Jessep (Jack Nicholson): You want answers?
    Kaffee (Tom Cruise): I think I’m entitled to them.
    Jessep: You want answers?
    Kaffee: I want the truth!
    Jessep: You can’t handle the truth! Son, we live in a world that has derivatives. And those QE programs have to be guarded by men with Mines. Who's gonna do it? You? You, Lt. Weinberg? I have a greater responsibility than you can possibly fathom. You weep for USA dollar and you curse the Frosts. You have that luxury. You have the luxury of not knowing what I know: that Dollar's death, while tragic, probably saved lives. And my existence, while grotesque and incomprehensible to you, saves lives. You don’t want the truth because deep down in places you don’t talk about at parties you want me on that Mine. You need me on that Mine. We use words like PEA, drilling and Nasdaq Listing. We use these words as the backbone of a life spent defending something. You use them as a punch line. I have neither the time nor the inclination to explain myself to a man who rises and sleeps under the blanket of the very freedom that I provide, and then questions the manner in which I provide it! I would rather you just said ‘thank you’ and went on your way. Otherwise, I suggest you pick up a stock cerificate and stand a post. Either way, I don’t give a darn what you think you are entitled to!
    Kaffee: Did you order the PEA?
    Jessep: I did the job that —
    Kaffee: Did you order the PEA?
    Jessep: You’re goddarn right I did!

  • Reply to

    is it a buy here boys

    by zgoldansky Jan 22, 2015 11:28 AM
    billyteex1 billyteex1 Jan 22, 2015 12:07 PM Flag

    Zgold is the only idiot that would brag that he was short all this time. You cannot make this stuff up.

  • Reply to

    Levon thanks you

    by billyteex1 Jan 20, 2015 7:45 PM
    billyteex1 billyteex1 Jan 22, 2015 3:22 PM Flag

    Tallfaller,

    So basically you got to the party too early, your ice cream melted and you have a chip on your shoulder. Priceless. You poor baby. This is a tough game and timing is something you better be prepared for. You want a 10 bagger without risks. You got to know when to holdem and when to foldem. So basically we have to hear your insults, because you invested at the wrong time. .

  • billyteex1 by billyteex1 Jan 26, 2015 12:30 PM Flag

    Better bashers. Bring in the A team. Ever since they legalized pot, we have seen a deterioration in the quality of intelligent bashes. One guy for 16 years, can only call things dead money. I'd be ashamed if I was a basher and couldn't come up with something new in 16 years.

  • billyteex1 by billyteex1 Feb 3, 2015 10:15 AM Flag

    Is just a proposed one. It will not look anything like what Obama wants. Relax.

  • Reply to

    Pershing and Levon

    by dwoods4q Mar 23, 2015 1:44 PM
    billyteex1 billyteex1 Mar 23, 2015 4:48 PM Flag

    I don't see Frost bankrolling a mining operation. He was smart and understood that the juniors were undervalued. The key here is to look like you will go it alone and then get a better buyout price. I believe Frost knows that a reset in gold and silver will have to happen. The world banks are in deep trouble. Gold and silver will have to be revalued at some point. The billionaires also see this and talk amongst themselves. Frost is going to enjoy some free appreciation, once the reset in the world happens. The world owes how many trillions in debts? The derivative nightmare is coming. Not if, when?

  • Reply to

    Stock Temp

    by drfrostsdoctor Mar 24, 2015 1:21 PM
    billyteex1 billyteex1 Mar 24, 2015 1:58 PM Flag

    tallfaller seems to have a new id. Tell them how you dogged this at .21 and how big a mistake that was. The only thing worthless is his opinion.

  • Grade expectations per ton:

    Grade -AU (opt) .011
    Grade AG (opt) .50

    They based going forward on a $1,300 gold price and a silver price of $21.67. They assumed that prices would be constant over the DCF.

    No debt financing or interest payments were assumed in the feasibility study? How did they have $543M in debt then?

    They expect Revenue per ton to be $17.88
    They expect operating ex per ton to be $11.68

    Over the life of the mine they expected to mine 7,366,000 ounces of gold
    328,606,000 ounces of silver.

    If you weight average the real prices for metals, their revenue per ton to $15.37 per ton. A lot of things they assumed went wrong. This went very bad fast. Things we need to watch when our PEA comes out.

    The gold per ton, theirs was .011, our latest is .019. They have .50 of silver, not sure what ours is.

    Did they have the original costs of the processing plant? We have one in place. So some start up costs, are already in place for us. The economics and understanding what isn't working, can help us understand our investment. Hope this helps.

  • Reply to

    Allied Nevada Prefeasibility study

    by billyteex1 Mar 11, 2015 8:25 AM
    billyteex1 billyteex1 Mar 11, 2015 9:35 AM Flag

    As Bloomberg reports, Allied Nevada said it reached an agreement with a group of bondholders on a $78 million debtor-in-possession credit facility that will allow it to keep operating while its debts are restructured.

    The miner has struggled with operational setbacks at Hycroft, most recently when a chalky substance slowed production and forced Allied Nevada to lower its annual gold and silver sales forecasts.

    The Reno, Nevada-based company has also contended with plunging gold prices. The metal dropped 28 percent in 2013, the first annual decline in 13 years, and declined 1.4 percent last year.

    With just $1.3 million of cash at the end of November, the company sold stock for $1 with warrants in December to raise $21.5 million. Debt crept up to $567.9 million by Nov. 30, including $48.0 million in cash borrowings under a loan. Completing a mill that it needs to recover more metals would cost almost $1.4 billion, according to a December regulatory filing.

    In a normal world, in which supply and demand would be reflected in the price, a bankruptcy such as this one, which guarantees the mothballing of Allied’s operations indefinitely and perhaps forever, the resulting decline in supply on the margin would mean an increase in prices. However, in a world in which physical supply and demand are irrelevant (and in the case of the biggest source of demand, outright misrepresented), the only thing that matters for pricing is how much paper gold will be created/destroyed via GLD and other ETFs, and/or how many Gold futures contracts the BIS trading desk in Basel will sell (not buy) in any given day.

    In any event, while hardly having an impact on the gold price, this latest bankruptcy merely brings us one day closer to what we write in December of last year, namely that peak physical gold has arrived, and that going forward, producers will have no choice but to reduce their gold output.

  • billyteex1 by billyteex1 Jan 5, 2015 4:36 PM Flag

    Market cap at $1.4B. OPK owns 10% of this company. That's another $140M in value on the balance sheet. Since this stock rose nicely in the forth quarter, that also benefits our Income statement. $6 x 3M shares is some nice bling. Couple that with another $275M in cash from PFE and later in the year, some of that $100M that TSRO owes them upon approval.

  • Reply to

    Why is it?

    by billyteex1 Jan 22, 2015 10:05 AM
    billyteex1 billyteex1 Jan 22, 2015 1:51 PM Flag

    You put your nose in my business. How is what I did, different then what you did? I didn't go to that board and ask you a stupid question.

    I just point out what I see that goes on here. I have that right. If I don't like that racial comments are used to describe tech's. I can have that opinion. If I think that oos and his multiple id's play games, I have that right.

    Just like you have a view that the Saudis are up to something. How is that any different? It's not. Now you don't want me getting in your business, then try to set an example.

    I pick on one loser and his multiple id's to make a point. The harder they push back, the harder I will make it a topic. This is not a smart board, it's a bunch of idiots who think they are smart. How can they be smart if they never made a dime here?

    Hey they would get this mad, if it weren't true, would they? I was short WG and several of the oil play's. Cleaned up. You are right about oil, wait 3-6 months. I'm into GDX and PSLV. Bought a few Jr miners.

SLW
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