That was a great job you did crashing the stock yesterday to close out your short. What hedge fund do you work for anyway? Did you team up with your pal Jed at Canaccord Genuity to 'work' on this 'project' or was it someone else there who covers AZPN?
NSRGY owns a 23% stake in L’Oréal (reduced from 29% earlier this year). French cosmetics group L’Oreal is Sanofi’s largest shareholder, with a stake of 9 per cent. SNY stock price has dropped ~15% after the latest earnings report and now news that the CEO has been booted out. So indirectly NSRGY is taking a hit from the turmoil at SNY.
Listing on a primary US exchange would require the company to conform to SEC listing requirements, such as filing reports and financial statements that comply with SEC regulations. I assume NSRGY believes this unnecessarily complicates their reporting and adds to costs. Investors interested in the company can always review filings on their website. Those are submitted to the financial regulatory agency where their primary stock listing is (Switzerland).
In the case of nascent technologies, it is sometimes an advantage to come from behind. The laggard can assess equipment performance and limitations of the front-runners and the market response to those firms' various offerings, and subsequently develop superior and timely solutions that leapfrog the competition.
When a giant like HPQ decides to step into the space with what appears to be a significant technology advancement, it could very well become a formidable competitor. I am not saying that this will be the case, but I would not discount the possibility. Only time will tell.
Testing at key customers next year. CUSTOMERS.
@@@@@HP hasn’t yet announced prices for its machines, which will be tested with key customers for much of 2015 and won’t be widely available for sale until early 2016. But Nigro said that he’s most interested in reaching big industrial users and service bureaus that carry out jobs for small businesses, rather than focusing on the low-end consumer or hobbyist market. Many industrial 3D printers are priced at $150,000 to $500,000 apiece, and Nigro signaled that HP will probably aim its efforts toward the low end of that band.
Well, well, well... just in time for the elections.
@@@@@Power Plants May Get More Time to Cut Carbon in EPA Plan By Mark Drajem Oct 28, 2014 5:40 PM ET - The Obama administration is considering a change in its timetable to curb carbon-dioxide emissions from power plants, a proposal that would give electric utilities more time to meet the reduction targets. The Environmental Protection Agency issued additional information on its proposal after some states and utilities said the required switch to gas from coal by 2020 -- a major part of the original plan -- may cause prices to jump or crimp supplies of electricity. The agency said it would consider a “glide path” for the requirement over an additional nine years so that coal plants won’t be taken out of service early. The EPA’s consideration of a nine-year phase in would resolve a concern raised by utilities such as St. Louis-based Ameren Corp. Those companies aren’t contesting a curb on emissions, which scientists say is causing climate change, or the size of the cuts. Those companies argue that they need more time to adjust their mix of coal and gas plants. The EPA’s latest action will give it further legal support for a final rule. By seeking comments on new proposals, it can defend any changes as part of the original plan.
I disagree. There is a new potential driver for the next economic cycle and you even alluded to it - the energy revolution.
Fracking technology is boosting supplies of oil and natgas, and such resources have yet to be developed in much of the world. There is also an abundance of coal and clean coal technology developments could breathe new life into the use of this fuel.
Solar and wind powered renewable energy technology is dropping in price rapidly, and combined with some key advancements in energy storage could boost use of these sources dramatically in the years ahead.
There is also the flip side. Increasingly energy efficient led and oled smart lighting, smart heating/cooling , IOT (internet of things), high speed train networks, lighter and more fuel efficient airplanes and vehicles.
That's good, but IMO the real big news out of Japan was yesterday's Retail Sales number of +2.3% yoy. That is the 3rd consecutive month of positive results after the number fell hard into negative territory back in May in response to increase in Sales tax from 5 to 8%.
And this is viewed as a problem for NVO? I'm not buying it... but I will buy more NVO if this keeps falling.
@@@@Sanofi (SAN) plunged the most in almost 16 years after a forecast for 2015 diabetes sales disappointed investors, who were already concerned about a possible leadership change at the French drugmaker. Sanofi plummeted 11 percent to 74.53 euros in Paris trading today, the stock’s steepest single-day drop since January 1999. Sales of diabetes therapies probably won’t grow in 2015 because of mounting price competition in the U.S., the Paris-based drugmaker said today. Sanofi cut prices for its best-selling product, the Lantus insulin, last quarter to get on U.S. drug-benefit managers’ reimbursement lists amid competition from companies including Novo Nordisk A/S, Chief Executive Officer Chris Viehbacher said. Diabetes products account for more than 20 percent of sales at Sanofi. “People are getting a bit more wary about the whole diabetes space with regards to price increases of the new products, but also price decreases of the existing ones,” Fabian Wenner, an analyst at Kepler Cheuvreux in Zurich, said by telephone. The stock slide is “brutal, possibly a bit excessive,” he said. Novo Nordisk, the world’s biggest insulin maker, dropped 5 percent to 254 Danish kroner in Copenhagen. NVO putting the scerws to SNY“Novo’s gone out there and really got aggressive” on pricing, said Peter Verdult, an analyst at Citigroup Inc. in London.
The real upside for VALE in the short term is their exposure to nickel. I read recently that they are forecast to displace NILSY as the world's biggest nickel producer in 2015. That is also when nickel is expected to go into a supply deficit situation which will drive prices up.
I don't know, but one way or another tarsands oil will be exported from Canada to the world. If the oil is piped to the east coast, some of it will still end up going to the gulf coast, just via tankers instead of direct pipelines.
@@@@@A planned TransCanada Corp oil pipeline designed to ship crude from Western Canada to Eastern Canadian refineries could also be used to access the Gulf Coast, creating an end-run around U.S. permitting delays for the Keystone XL pipeline, according to the company’s chief executive. TransCanada’s proposed 1.1 million-barrel-a-day Energy East pipeline has been positioned in Canada as a nation-building project to connect Alberta’s landlocked oil sands with refineries in Quebec and coastal New Brunswick. But Chief Executive Russ Girling said it would also open up a new route to ship heavy crude by tanker to refineries on the Gulf Coast without requiring U.S. approval, unlike the more direct Keystone XL route from Alberta to Texas. “We can actually go all the way to the Gulf Coast without a presidential permit,” Mr. Girling said in an interview with The Wall Street Journal. “Once we’re on the water, we’ll show up just like any other crude oil in the world in the Houston ship channel,” he said. Mr. Girling said the cost of sending Western Canadian Select crude 2,858 miles to an Atlantic port, and then shipping it by sea to the Gulf Coast, is “probably a couple of bucks more than Keystone” XL, making it an attractive alternative pending White House approval of the stalled north-south pipeline.
I have no position in DDD. I have a long position in HPQ though... and their 3D printer breakthrough news is planned for release this week. In fact, there's an announcement scheduled for tomorrow 10AM... just sayin'.
Then boost the share compensation to executives
@@@@@ Long-Term Incentive Compensation Plan. The Plan was amended to increase the number of shares that may be issued under the Plan by 2,000,000 shares.
Do you have a collection of tin foil hats or just the one you're wearing now?