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Titanium Metals Corporation Message Board

blackoutbuzz 571 posts  |  Last Activity: 40 minutes ago Member since: Apr 26, 2001
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  • blackoutbuzz blackoutbuzz Mar 27, 2016 12:22 PM Flag

    Why does Hillary apparently have the backing of the large majority of super-delegates? If Bernie ends with more standard delegates than Hillary by the time the convention rolls around, will that be sufficient to drive them over to back him instead of Hillary? If not, then what will it take for them to switch sides?

  • Reply to

    CREE - Takeover target

    by richoled Mar 23, 2016 11:18 AM
    blackoutbuzz blackoutbuzz Mar 28, 2016 11:17 AM Flag

    You are referring to SiC vs sapphire I assume? A merged company could obsolete the inferior technology for each major product type. For example, use SiC platform to build high power leds, and sapphire for mid- and low- power products. I admit it may not be feasible, and it certainly would involve major writedowns, but a successful execution could produce a dominant player in the space.

  • Reply to

    More on Osram OLED auto

    by qtmmnutcase Mar 25, 2016 12:06 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 11:41 AM Flag

    Look don;t get me wrong. I see enormous potential in oled to displace lcd displays. I also think oled has a huge future in general lighting, at a bare minimum as a complementary technology to led in the space. But I find the extension of both led and oled to replace existing conventional incandescent-based automotive signalling of limited benefit at at best.

    I seriously doubt your claim that any led, oled, or hybrid system and power and control electronics will ever be lower cost than simple light bulbs in molded plastic housings operated with basic switches. Any weight and energy savings will be negligible in this application, compared to other design improvements (aluminum, plastic, carbon body parts and components, and improved engine designs or shift to more efficient electric powered vehicles). I would be shocked if a full blown shift to led-oled signal systems could amount to even a 1% vehicle fuel efficiency increase. I agree that the new signals will occupy less space, and could improve aerodynamics, but frankly, what I've seen so far with adoption of led has not been geared to that effect. Not saying there's no demand for it, but let's call it what it is - pure BLING.

  • blackoutbuzz blackoutbuzz Mar 28, 2016 12:09 PM Flag

    Is Sanders excluded from the race because of his race? He seems like the perfect leader to direct the dark side to 'Bern in He lll'

  • blackoutbuzz by blackoutbuzz Mar 28, 2016 12:30 PM Flag

    Good news for SHPG today. The infringement by AGN, previously knocked down, has been reinstated

    @March 28 (Reuters) - A U.S. district court on Monday ruled in favor of Shire Plc, preventing Allergan Plc from selling generic versions of Lialda, the ulcerative colitis drug, in the United States until 2020. Judge Donald Middlebrooks of the Southern Florida district court said that Allergan's Watson unit had infringed on two claims of the Lialda drug patent.Lialda, which was approved in 2007 by the U.S. Food and Drug Administration, brought in $684.4 million in sales for the year ended Dec. 31, contributing 11 percent to Shire's total sales of $6.1 billion. The U.S. Supreme Court last year sent back Shire's Lialda drug patent case to a lower court for further proceedings. The appeals court had in a March 2014 ruling thrown out a lower court decision in Shire's favor over the drug that treats inflammatory bowel conditions. The district court had found that a competing product manufactured by Allergan's Watson unit had infringed on Shire's patent.

  • Reply to

    Lialda new ruling

    by blackoutbuzz Mar 28, 2016 12:30 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 12:46 PM Flag

    Remember that Kyle Bass last year succeeded in getting the USPTO Patent Trial and Appeal Board (PTAB) to start IPR proceedings on SHPG's Lialda patent. I wonder if/how this latest court ruling will affect PTAB's review, if at all. They will render their decision by October 2016.

    @The Grounds Of Institution The PTAB decision to institute the Lialda patent IPR is based on its finding that the IPR petition established a reasonable likelihood the petitioner would prevail on its assertion that claims 1–4 of the ‘720 patent would have been obvious over European Patent Application 0 375 063 (“Groenendaal”) and U.S. Patent No. 3,965,256 (“Leslie”) (issued in 1976!). By statute, the PTAB has until October 2016 to render its final decision. According to the initial scheduling order, an oral hearing (if requested) will be conducted in June 2016. Impact On Pending ANDA The PTAB decision identifies four pending district court proceedings involving the ‘720 patent, and it appears that a fifth was filed after the IPR petition: ZZZZZ Shire Development LLC v. Watson Pharms., Inc., FLSD-0-12-60862 (S.D. Fla.) (filed May 8, 2012). These all appear to be ANDA cases, filed by Shire after the defendants sought FDA approval of generic versions of Lialda®. While it is not unusual for an IPR to be filed while district court litigation is pending (indeed, most IPRs to date have involved patents in parallel litigation proceedings), what is unusual here is that the real parties-in-interest in the IPR petition are not involved in the pending cases. While the courts may not stay their proceedings in view of this IPR, it is likely that the IPR will be decided before many of these cases go to trial. If the patent is invalidated by the PTAB, Kyle Bass may claim that he achieved his goal of facilitating earlier generic drug market entry, but even the ANDA defendants may not appreciate his interference in the ANDA framework.

  • blackoutbuzz by blackoutbuzz Mar 28, 2016 12:59 PM Flag

    news report from last week suggested that arbs started to unwind SHPG short leg. if correct, the deal discount should start to narrow more quickly.

    @March 21, 2016 6:46 pm Shire spurts higher in short-squeeze talk Bryce Elder Talk of a short squeeze helped Shire push to the top of the FTSE 100 risers on Monday. The drugmaker climbed 4.1 per cent to £38.42 amid speculation that risk arbitrage funds were beginning to unwind short positions related to its $31bn takeover of Baxalta. About 2.7 per cent of Shire shares have been lent out to short sellers, up from 0.5 per cent in August when the company first launched its hostile offer for Baxalta, Markit data show. The stock has since dropped 29 per cent. “Whether you like the fundamentals of the Baxalta deal or not — the Shire valuation is compelling and now is the time to buy,” said Exane BNP Paribas. Many investors thought the Baxalta deal would dilute Shire’s long-term growth plan and move out of the zone where it might become a takeover target, Exane said. Yet it saw little chance that shareholders would block the deal, which only requires a majority vote. And at 11.6 times 2017 earnings, a 30 per cent discount to the pharmaceuticals sector, Shire “just looks too cheap”, Exane added.

  • blackoutbuzz blackoutbuzz Mar 28, 2016 1:13 PM Flag

    PSA looking more and more like a bear trap not a bull trap. ouch.

  • Reply to

    still long and strong 7k shares from $4

    by bulltard Dec 18, 2015 1:22 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 1:14 PM Flag

    UHAL has been struggling ever since you posted this.

  • Reply to

    More on Osram OLED auto

    by qtmmnutcase Mar 25, 2016 12:06 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 1:25 PM Flag

    Lovely. tow thumbs down but no rebuttal. Where oled DOES makes sense in automotive is interior applications... media centre control display, driver information display (incl heads up), courtesy lighting. But in exterior applications it's not nearly as compelling a case, just BLING factor.

  • Reply to

    Apple phone sales in decline

    by qtmmnutcase Mar 28, 2016 12:25 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 1:35 PM Flag

    I agree. Going forward, smartphone growth will be dominated by demand for cheaper units in developing countries, and the driving factor for adoption of oled screens in that space will be lower cost vs lcd screen.

    @"With the smartphone market finally slowing to single-digit growth, maintaining momentum will depend on several factors," said Ryan Reith , Program Director with IDC's Worldwide Quarterly Mobile Phone Tracker . "The main driver has been and will continue to be the success of low-cost smartphones in emerging markets. This, in turn, will depend on capturing value-oriented first-time smartphone buyers as well as replacement buyers. We believe that, in a number of high-growth markets, replacement cycles will be less than the typical two-year rate, mainly because the components that comprise a sub-$100 smartphone simply do not have the ability to survive two years. Offering products that appeal to both types of buyers at a suitable price point will be crucial to maintaining growth and vendor success."

    @Smartphone Sales to Peak in Western Markets in 2017 as They Enter New Phase of Maturity
    Global smartphone shipments to reach 2 billion units in 2019 The global mobile phone market is expected to reach 2.35 billion units in 2019, up from 1.96 billion in 2014, according to the latest worldwide forecast by technology analyst firm CCS Insight. However, CCS Insight's annual forecast reveals that despite continued growth in emerging markets, sales in developed markets, notably Western Europe and North America, are close to saturation and are poised to peak in 2017, before falling to lower levels.

  • Reply to

    CREE - Takeover target

    by richoled Mar 23, 2016 11:18 AM
    blackoutbuzz blackoutbuzz Mar 28, 2016 1:53 PM Flag

    ---Sapphire is rated for high power----

    Really? My understanding is that SiC has the advantages of improved lattice and thermal expansion matching, and also higher thermal conductivity, and is therefore superior to sapphire substrate in high power long life device applications.

  • Reply to

    More on Osram OLED auto

    by qtmmnutcase Mar 25, 2016 12:06 PM
    blackoutbuzz blackoutbuzz Mar 28, 2016 2:34 PM Flag

    Sure OPV would be a disruptive technology... maybe in the second half of the 21st century. But as far as current automotive applications go, oled inside makes a lot more sense than oled outside.

  • Reply to

    More on Osram OLED auto

    by qtmmnutcase Mar 25, 2016 12:06 PM
    blackoutbuzz blackoutbuzz Mar 29, 2016 9:43 AM Flag

    You keep your eye on the bling. I'll keep my eye on the ball thanks.

  • blackoutbuzz blackoutbuzz Mar 29, 2016 10:42 AM Flag

    That's nothing. These two Think Tank Loonies want to protect outer space. They even use the destruction of the Reef as an example of what not to do.

    @Dr. Audra Mitchell is CIGI Chair in Global Governance and Ethics at the Balsillie School of International Affairs. Jessica West is editor of the Space Security Index at Project Ploughshares. The Space Act was specifically designed to generate a race for space minerals by stimulating competition and private investment in space flight and space-based mining technologies. Michael Byers of the University of British Columbia recently called for Canada to create similar legislation to maintain dominance as a mining country. But we argue that Canada should, instead, lead in developing new frameworks for the peaceful and sustainable use of outer space. The space-mining industry, and the Space Act in particular, are turning outer space into a different kind of legal space – a res nullius that is owned by no one and is up for grabs by the first taker. The commercialization of res communis has already proven destructive for the Great Barrier Reef, where a recent spike in commercial activity has caused so much degradation that UNESCO is reconsidering its status as a World Heritage Site.

  • blackoutbuzz blackoutbuzz Mar 29, 2016 11:00 AM Flag

    And religious nuts too.

    @As an agency of The Canadian Council of Churches, Project Ploughshares provides expertise and analysis to the council and its members on peace and security issues and assists them in shaping an ecumenical response to those issues.

  • Reply to

    More on Osram OLED auto

    by qtmmnutcase Mar 25, 2016 12:06 PM
    blackoutbuzz blackoutbuzz Mar 29, 2016 11:01 AM Flag

    It appears that basic common sense is sorely lacking these days. Carry on.

  • blackoutbuzz blackoutbuzz Mar 29, 2016 11:03 AM Flag

    yup. the reefs are the ocean's canary.

  • blackoutbuzz by blackoutbuzz Mar 29, 2016 5:42 PM Flag

    is just a 'green dream'.

    @OTTAWA — An electrical plant on the Saskatchewan prairie was the great hope for industries that burn coal. In the first large-scale project of its kind, the plant was equipped with a technology that promised to pluck carbon out of the utility’s exhaust and bury it underground, transforming coal into a cleaner power source. In the months after opening, the utility and the provincial government declared the project an unqualified success. But the $1.1 billion project is now looking like a green dream. Known as SaskPower’s Boundary Dam 3, the project has been plagued by multiple shutdowns, has fallen way short of its emissions targets, and faces an unresolved problem with its core technology. The costs, too, have soared, requiring tens of millions of dollars in new equipment and repairs. “At the outset, its economics were dubious,” said Cathy Sproule, a member of Saskatchewan’s legislature who released confidential internal documents about the project. “Now they’re a disaster.”

  • Reply to

    APR 14th is coming.....

    by markp1950 Mar 29, 2016 9:46 AM
    blackoutbuzz blackoutbuzz Mar 30, 2016 7:41 PM Flag

    Duh... who'd ever guess the sun heats the earth.