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Assured Guaranty Ltd. Message Board

bocamp1 301 posts  |  Last Activity: May 23, 2015 2:58 PM Member since: Oct 13, 1998
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  • It looks like China may be starting to gain some traction. They dont break down Biox sales or domestic vs international, but this is the best report on the most important area(IMHO) of the company in some time. If this is just the beginning, after years of assimilating acquisitions, company could really take off. So, why not have a CC? Over 50% of market cap here in cash, and increasing revs and profitability?! Management here just silent for some reason. Do they want to go private; easy to do with cash position and large insider ownership.

    Revenue in our Equipment segment increased by $213,000, or 25%, to $1,063,000 for the three-month period ended March 31, 2015 from $850,000 for the same period of the prior year. Equipment segment revenue from equipment sales increased by $236,000, or 49%, to $719,000 for the three-month period ended March 31, 2015 as compared to $483,000 for the same period in the prior year, resulting from increases in EECP� revenues as a result of higher sales volume, and in international sales by our China operations

    Sentiment: Strong Buy

  • Reply to

    Neuroblastoma title

    by snogreen May 14, 2015 3:02 PM
    bocamp1 bocamp1 May 14, 2015 3:33 PM Flag

    I know MRK has done combo studies with Vorinostat for multiple myeloma. Fink should contact them

  • bocamp1 bocamp1 May 14, 2015 3:17 PM Flag

    "try and be perceived as knowledgeable"
    Something you clearly dont have to worry about.

  • bocamp1 bocamp1 May 14, 2015 3:00 PM Flag

    So based on their insiders knowledge they basically steal the common shareholders stock?
    Reseller, you are too naive to be in the markets; go get a cd. Its done all the time in the markets, It may happen here, it may not, but a strong possibilty given managements silence and utter hatred of current shareholder base. And most importantly, their desire to reap some serious profits. Its all legal and they know shareholders that are left are pushovers.
    I am not fear mongering, i have bought well over 100k shares the last week at this level; adding to a large position. I'll take .25 but hope i am wrong. Win either way and all should do same if you think this is a bottom.
    Good luck

  • bocamp1 bocamp1 May 14, 2015 2:23 PM Flag

    Reseller, you are clueless. Taking the balance of say 40 million shares(i take smalls word on that) private at say 25 cents they reap all the gains on the way up. They would have to see traction in medical device sales that we dont see and front run big gains ahead. Why wait to pay a buck? If you were them and if you had the confidence in big increase in revs going forward; of course you would rather steal shares at a .25.
    Come on reseller, you can argue the immorality of it, but the math works at this level much better than at a buck. Even you have to see it.
    Company and insiders could hold for a couple years(Syrbnick must think he is going to live forever) and go public when earnings much larger. Get huge gains AND new shareholder base.

  • bocamp1 bocamp1 May 14, 2015 1:14 PM Flag

    Gryzter, you arent getting it. Vaso doesnt want to get "on the radar." No talking with shareholders, no pre announcement for decent Q, and quietly moving shareholder meeting back to home base as opposed to the high profile NYC one last year. It all smacks of shares being transfered to "knowing" hands with this volume on the lows.
    Company could steal shares from few remaining shareholders for a bid in the .20's

  • bocamp1 bocamp1 May 14, 2015 1:02 PM Flag

    Reseller, what matters in business as in politics is the perception of impropriety. Syrbnik taking 100k a year doesnt pass the smell test. And vaso stinks up the joint with many other questionable activities; non disclosure being No.1.
    Company needs a good house cleaning.

  • bocamp1 by bocamp1 May 14, 2015 12:47 PM Flag

    Almost 800k volume now. A real bottom needs volume.

  • Reply to

    little warrant action

    by snogreen May 13, 2015 12:58 PM
    bocamp1 bocamp1 May 14, 2015 11:56 AM Flag

    Warrant price subbornly hanging in there at a large premium; all things considered. Buyers on the offer at .03 and now a bid of .02. Stock price is going to have to be at least .6 to justify that price. Anything possible with illiquid BB stock with many positive news items pending in the very short term.

  • Reply to

    buy-out

    by r300582n May 4, 2015 2:19 PM
    bocamp1 bocamp1 May 14, 2015 11:43 AM Flag

    Huge block of over 1/2 millions shares yesterday at 45 1/2 and large volume in the sept 50 calls point to a deal in the next couple months.

  • Reply to

    15.3 million in cash/26 million market cap

    by bocamp1 May 14, 2015 9:56 AM
    bocamp1 bocamp1 May 14, 2015 10:54 AM Flag

    You are bought out at whatever price is announced. No choice on your part. Would it be a fair price? That is the question.

  • Reply to

    15.3 million in cash/26 million market cap

    by bocamp1 May 14, 2015 9:56 AM
    bocamp1 bocamp1 May 14, 2015 10:38 AM Flag

    Its very possible that compnay will be taken private at a lowball #. Given the disdain management has for shareholders and the amount of stock closed held, this may be very possible. The quiet announcement today supports view that company wants share price low. And big volume suggests those in the know are buying down here.

  • If ma can execute(and that is saying much) in just one area of this company. Stock is a steal here. Volume good. 17 cents is a great risk/reward............................

  • bocamp1 by bocamp1 May 14, 2015 9:37 AM Flag

    No preannouncement. What a joke Ma is.
    16 mill in cash. Buyback Now

  • Article from the Post today. Anyone think rgrx short #'s are accurate?

    Morgan Stanley is coming up “short.”
    The firm, led by CEO James Gorman, was fined $2 million for inaccurately reporting its short positions — bets that certain stocks would fall — over six years.
    During one 13-month period, the bank failed to report short positions on nearly 4 billion shares held in “certain proprietary accounts of its foreign affiliates,” said the Financial Industry Regulatory Authority. Banks are required to regularly report their short positions to Finra.
    “Short-interest reporting continues to provide investors with important transparency into the level of short selling in a particular issue,” said Tom Gira, Finra’s executive vice president of market regulation.

  • bocamp1 by bocamp1 May 13, 2015 6:03 PM Flag

    Some legitimate profit taking but then short puts offer out at .499 to press the issue. Some good buying comes in but naked short just stays there. This forces seller to hit large bid below(there were some good size bids too), most likely same short covering. Just a friggin scam but thats the system we have.
    Seller seemed motivated today and its no coincidence this is all happening near warrant expiration. Selling very much related to a strategy known only to warrant holder. In the end, all noise as everyday brings us closer to Trial news and the end of the warrants.

  • Very impressive. Ceo buys 16,600 shares today at 4.29. Nice vote of confidence and no front running here.

  • Reply to

    Lets hear some predictions for 1st qtr

    by jernst1959 May 12, 2015 7:38 PM
    bocamp1 bocamp1 May 13, 2015 10:50 AM Flag

    The eps sounds reasonable. The pps? Well, i think you might ruin your good track record on that one. As smalls says, the real issue here is a totally incompetent, overpaid, unresponsive, shareholder adverse management team lead by Ma. Also, the nature of the GEHC #'s are almost meaningless; other than the cash that allows vaso to be and on going business for the exclusive benefit of managements salaries and perks.
    The numbers from medical devices(Biox and others) are meaningful and on that, even with all these self serving acquisitions, no traction has been seen as of yet.

  • bocamp1 by bocamp1 May 12, 2015 1:12 PM Flag

    Look like a bullish outside day in the making.........34+ this week

  • Reply to

    trading

    by piano.man5 May 12, 2015 11:14 AM
    bocamp1 bocamp1 May 12, 2015 12:11 PM Flag

    Almost no volume today after big upswing over many months on good volume. Looks like we have a bullish flag here on the chart which implies a gap up very soon. Never short a dull market.

AGO
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