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Silver Wheaton Corp. Message Board

billyteex1 820 posts  |  Last Activity: 6 hours ago Member since: Jul 17, 2006
  • Reply to

    Get a load..........

    by scambusta Jan 5, 2015 2:47 PM
    billyteex1 billyteex1 Jan 5, 2015 4:49 PM Flag

    I follow DR. Frost. Whatever he touches turns to gold. Watch for OPK Vitamin D drug, the filing is sometime in the near future. There's a $12B market potential there. They own 10% of TSRO and have a partnered drug with them that the FDA will decide on in 6 months. Nice milestones and royalty. The obesity drug they are working on, would do wonders for JZ.

    Then you have PVCT with there perpetuate drug in ph2 for 6 years. Big pharma cannot wait. This is why you invest in real companies. Not ones that make promises they cannot keep. That have to pump BTD courier picked up the package. One day, longs here are going to wake up. Best thing about losing money, is the lessons it teaches you. Bet even JZ will grow up a little after this one.

  • 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

    What if Davita adopts the filter everywhere?

    by cytomotw Jan 4, 2015 2:34 PM
    billyteex1 billyteex1 Jan 5, 2015 4:24 PM Flag

    I get a thumbs down for correcting the numbers that IKN posted. Children. Maybe IKN to lazy to redo his numbers. I pick the one you screwed up on. 26M treatments a year X $40 = $1B. His math had two errors, didn't multiple by 52 weeks and then multiple $40 x 1,632,000 = $65M not $6.5M.

    26M treatments times $2 = $52M. allowing for expense let's say $26M or $1 EPS x 55 = $55. If you divide this by 9 if they can reuse our filters, you still look at $7 a share.

  • Reply to

    Economics OT

    by billyteex1 Jan 5, 2015 2:07 PM
    billyteex1 billyteex1 Jan 5, 2015 3:51 PM Flag

    Please enlighten us. You embarrassed yourself trying to explain pre-paids and I spanked you. This should be interesting. Give it your best shot.

  • Reply to

    Get a load..........

    by scambusta Jan 5, 2015 2:47 PM
    billyteex1 billyteex1 Jan 5, 2015 3:40 PM Flag

    I agree NTTG. Just recent PFE agreed to partner with OPK with $525M deal. $275M up front. This is a stock that I have owned for several years and PFE wanted their HGH drug badly.

    Forward means $50K per patient and they know that means that they will run out of money fast. They have made a nice living just putting on a show. Hoping for the unsophisticated to pump this.

  • Reply to

    What if Davita adopts the filter everywhere?

    by cytomotw Jan 4, 2015 2:34 PM
    billyteex1 billyteex1 Jan 5, 2015 2:56 PM Flag

    Half a million treatments a year?

    170,000 x 52 x 3 = 26M treatments a year.

  • billyteex1 by billyteex1 Jan 5, 2015 2:17 PM Flag

    Tried to put lipstick on todays announced dilution. What gimmick will they use in a few months to explain why the ph3 hasn't started. Type C meeting? Used that one. Name one thing that they ever followed though on?

    Besides dilution.

  • billyteex1 by billyteex1 Jan 5, 2015 2:07 PM Flag

    Today silver is up .42 in dollar terms. But how did it fair when you have to buy it in other countries currency.

    +.51 Australian dollar
    +1.56 Brazilian Real
    +.34 British pound
    +.49 Canadian Dollar
    +2.90 Chinese Yuan
    +.45 Euro
    +3.65 Hong Kong Dollar
    +27.79 Indian Rupee
    +39.10 Japanese Yen
    +8.07 Mexican Peso
    +63.09 Russian Ruble
    +5.17 S. African Rand
    +.52 Swiss Franc
    +489.72 Iraqi Dinars

    What if we try and fix Russia and not buy their rare earth metals. Obama was foolish enough to shoot us in the foot on oil. What will S. Africa want for their rare earth metals in that event. It makes sense for every OEM to move away from rare earth metals, specially if CDTI can show they have an answer. These figures today, only account for the small rise in Silvers price. They have to fork out an extra 39.10 yen for only a .42 dollar move in this metal. Image what they are paying for Platinum in yen's? My quick figure has it around 112,344 yen for each ounce of Platinum.

    These countries mostly import silver, platinum, gold. The USA only mines 35M ounces of silver a year. Lucky for us we control the price of metals for right now.

  • Reply to

    SPECIAL BLOOMBERG REPORT ON OPKO 7PM

    by alexis_croix_lexi Jan 5, 2015 11:07 AM
    billyteex1 billyteex1 Jan 5, 2015 11:38 AM Flag

    Do you have anything to support this claim?

  • Reply to

    Undoubtedly WG is now Set to Soar..........

    by spanspur Jan 1, 2015 11:48 AM
    billyteex1 billyteex1 Jan 5, 2015 11:34 AM Flag

    Children say the dumbest things.

  • Reply to

    What if Davita adopts the filter everywhere?

    by cytomotw Jan 4, 2015 2:34 PM
    billyteex1 billyteex1 Jan 5, 2015 11:32 AM Flag

    There are a lot of FDA approvals, that never see the light of day. We got a 510 approval. Until they land customers for it, it's just toilet paper. I actually will not invest ever in a 510 investment. The few I have, have really not gone anywhere fast.

    This has been a learning lesson. I believe our filters are needed, but until regulated, the big boys will ignore. I think our key here, is Obamcare mandates. That hospitals have to do a better job of preventing things. Instead of rewarding them, if you got staff infection, they now penalize the hospital.

    My brother a few years back, was hospitalized with a aneurysm. While recovering, he got an affection. Now of course they pumped him full of drugs to combat. He survived the brain aneurysm, but could have been taken out by the infection he got in the hospital. I noted how they shaved him with their bare hands. How cut up he got from that single blade disposal razor they used on him.

    Under a one payer system, which is the goal, they have to eliminate additional hospitalization. Slowly, since most of us still have insurance out side that system. But as those numbers change and the push to enroll in Obamacare, that may benefit us as investors. I don't like to win that way, but after all these years, I'll take it.

  • billyteex1 billyteex1 Jan 5, 2015 10:04 AM Flag

    Maybe bashers have a vitamin D deficiency? This would explain why they are losing money, they cannot comprehend loses, like normal investors.

  • billyteex1 by billyteex1 Jan 5, 2015 10:01 AM Flag

    Regulators agreeing to the PFE deal. Sends this to $11. Then they announce filing of Vit D drug. Next the reimbursement codes. Next the bi-partisan move to diagnostic testing for P-cancer. We see $12.50 by end of February.

  • billyteex1 by billyteex1 Jan 5, 2015 9:34 AM Flag

    Canada cannot make money on $50 oil.

  • Reply to

    What if Davita adopts the filter everywhere?

    by cytomotw Jan 4, 2015 2:34 PM
    billyteex1 billyteex1 Jan 5, 2015 8:59 AM Flag

    Matte,

    Have to disagree with you totally on your view. You under estimate the hunger of the retail investors. With under 30M shares, this would rocketed on DAV news. You forget that WL owns 60% of this company. They won't be selling any. So maybe there's 10M shares floating around by retails now. On good news, we all will be holding tight till maybe $1.50-$2.50 range, depending on news, maybe much higher. Funny thing today we would be happy with $2, after news, maybe that changes to $10?

    Radars change fast. News spreads fast. On good news we could see demand from day traders, this will gap up. I have an investment that only had 12M shares and on just patent filing news alone, it jumped 110%. DAV news is much bigger than filing a patent.

  • Reply to

    2015

    by billyteex1 Jan 2, 2015 8:08 AM
    billyteex1 billyteex1 Jan 5, 2015 8:41 AM Flag

    I did make some forecasts on WG. But that was with oil remaining above $100. Things change and we all know cap ex spending is based on the price of oil. You bashed WG from the $8's and missed a 50% gain. What's that say for your judgment?

    I'm happy you don't share my optimism on CDTI. That you only see what you want to see. You personally have been caught in numerous lies. How many times on the way from $3 did you say you were a buyer? Three I count.

    You want a sure thing. Cool, wait for the sure thing. I trust this management team. I understand that they spend money on research and I appreciate the world is running out of metals. I know their product works, so I feel the odds are in my favor. Word travels fast in the DPF world, these truck drivers converse.

    I like that they are cutting unproductive assets. That all these vehicles will need numerous DPF's over their lifetime. That they have the best warranty and use better metals to construct their filter. If they add a year or two to the life of the DPF, because they use better materials, I believe they win this race in the after market.

    We'll have to see how testing goes, I don't care if you pay 50%/100%/200% premium today's price. That's your choice. This has the ability to be a 20X, I like that. Just one or two pieces need to fall in place. This week I plan on crunching the numbers. The 4Q should see an improvement with costs cuts and Durafit sales. Tax selling over. Holidays over. I believe we see $2.50 in the next few weeks. Maybe CARB news also.

    Since you couldn't see a 50% move in WG, how can we trust you with CDTI? You want to be hit over the head first, with only 13M shares, good luck with that plan. If they announce positive test, who will sell any below $5. Investors who have hung around, understand what's at stake here. The day traders moved on.

    BTW, if you didn't feel something good here, you wouldn't be here. Watch China play in here at some point.

  • Reply to

    2015

    by billyteex1 Jan 2, 2015 8:08 AM
    billyteex1 billyteex1 Jan 4, 2015 10:43 AM Flag

    I only get excite about companies that have real possibilities. I also like that they have markets that cannot be served by just anyone. The Durafit line moves into a market that the OEM's controlled. $500K is a excellent start and for all we know, he was low balling the number. But I'm happy with $500K, since the margins are much greater than the 7% business that they just sold. The metal bending business they were in was time consuming, custom fabrication takes a long time and you can see that by the numbers that it represented. They had revenues of $2.3M and margins of only 7%. Today if they sell just $500K of durafit, they reach the same numbers.

    I understand you traders want evidence first, good luck chasing. Just on the news of patents, it gapped up to $4, what will happen if testing confirms? You willing to pay $8 for shares? Throw in CARP news on Durafit. Right now Durafit can be sold in every state, except CA. Add that to the list and that $500K will accelerate fast.

    I keep acquiring shares. However my immediate focus has been miners and a couple of Pharma stocks. If this get's any cheaper, I will swing some things. But I'm happy with my position. Optimistically speaking of course.

    I estimate that sales of Durafit for 2015 will exceed $10M. (1Q -$1.25M, 2Q-1.75M, 3Q-2.5M, 4Q-$5M). 2016 estimate $25M. Let's see how close I come. I would not rule out a OEM switching their OEM original parts to a Durafit product.

    Cannot wait for the numbers. Couldn't say that before. Write offs taken. Downsizing complete and when I say downsizing, I mean getting out of unproductive businesses. 2015 could be a very interesting year. All they have to say, we see growth and this stock will move fast. With only 13M shares, try and find some after the facts. But you watch and learn.

  • Reply to

    Billionair Soros Losses 5 Billion in 2014

    by greg_johnson988 Jan 2, 2015 2:16 PM
    billyteex1 billyteex1 Jan 3, 2015 11:25 AM Flag

    Greg,

    Some of us got your point.

  • Reply to

    2015

    by billyteex1 Jan 2, 2015 8:08 AM
    billyteex1 billyteex1 Jan 3, 2015 11:14 AM Flag

    $500K in durafit at margins of 31%, replacing revenues of $2M at 7% margins. This is just the beginning boys. Then add in that they eliminated almost $1M in expenses on top of this. That they expect growth of Durafit to accelerate in the second half of 2015. Durafit web site shows that they added more model types and only Hino and Isuzu remain.

    They have plenty of cash to make it through the year. There's only 13M shares outstanding. If they need more money for growth, I'm fine with that. Selling that asset for $1.3M takes care of the first three quarters of 2015 all by itself. The forth quarter will enjoy the benefits of eliminating the CEO and CFO from the payrolls. Didn't they make something like $800K a year, so they immediately save like $200K a quarter there and that doesn't count the extra staff that probably went along with this. So basically we are looking at $250K a quarter in savings starting in the 4Q. But I will be conservative and estimate that they save only $150K in the 4q and $250K in the 1q15.

    Positive testing on the ZPGM will gaps this up. It's easy to bash, until you miss the next gap up. It's coming. The street is going to like that they trimmed costs at the same time replaced revenues with higher margin products. This is what I want to see with a low float stock.

    Only place on the planet where rare earth metals didn't increase, is in the USA. Every where else they are up. At $1200 an ounce for some of these, they are not elastic in nature. These metals don't go up in price, the buying power of the currencies goes down.

  • Reply to

    "one day you will wake up and see gold......."

    by spanspur Jan 1, 2015 11:43 AM
    billyteex1 billyteex1 Jan 3, 2015 10:37 AM Flag

    Clearly you have forgotten your lies about Nigerian debts. Should we revisit what you posted? Not worth my time.

    So you believe inflation is coming, when everything else point towards deflation in the world. You will never see a rate increase in your life. Not a 1/4 point and specially never a 2-4 point move. That cannot happen. I expect something in the next 12 months, new QE announcement.

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