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Assured Guaranty Ltd. Message Board

bocamp1 177 posts  |  Last Activity: 31 minutes ago Member since: Oct 13, 1998
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  • bocamp1 bocamp1 May 30, 2014 11:07 AM Flag

    You can bet they aren't rushing to get data ready for conference to release bad news.

    Sentiment: Strong Buy

  • bocamp1 by bocamp1 May 30, 2014 10:56 AM Flag

    Almost gone. BMRN next.

  • bocamp1 by bocamp1 May 29, 2014 6:31 PM Flag

    This guy was at the shareholder meeting. He didn't say a word as shareholders voiced their many complaints. There were zero positive comments. He must be senile to put up with this management team and their strategy. He is 95, and company is talking about long, long term plans and diversifying away from the reason he is in this company; EECP. And stock is falling since meeting
    He is the major shareholder and could dictate a more shareholder friendly agenda. How is he and his brother or their heirs ever going to monetize their 100 million shares. Its incredible.
    It looks to me that ma and company know he is not all there and are taking advantage of his advanced age.
    You know he would tear Ma and BOD a new one if he was in his prime. He didn't get to his position in life by enabling such incompetence..............................

  • Reply to

    I just bought more to average down

    by youandme1998 May 29, 2014 10:52 AM
    bocamp1 bocamp1 May 29, 2014 6:12 PM Flag

    Stock pricing in a dividend cut within the week. Given the payout, that would be a responsible thing to do. Let them cut, and then buy with both hands.........................

  • Reply to

    DJ II Rumors

    by ezirv11 May 29, 2014 3:39 PM
    bocamp1 bocamp1 May 29, 2014 5:55 PM Flag

    Interesting buying in the June 6, 23 1/2 calls at ten cents.

  • bocamp1 by bocamp1 May 29, 2014 10:56 AM Flag

    Here is a company that has a 45 million market cap and 7 mil in cash. They respect shareholders. And yes, Lieberman, their "investment bankers" must have signed off on it. If you were at the shareholder meeting, you got the impression that he thinks no company with vaso's market cap should do a buyback. Their stock is also up from a 1 1/2 in a year. Their CEO makes 2 times Ma, and deserves every penny as returns are aligned with shareholders/ Wake Up Ma and Board.

    Alpha Pro Tech, Ltd. (NYSE MKT: APT), a leading manufacturer of products designed to protect people, products and environments, including disposable protective apparel and building products, today announced that its Board of Directors has authorized a $2.0 million expansion of the Company’s existing share repurchase program.

    With this authorized expansion, the Company now has approximately $2.1 million available to repurchase shares of the Company’s common stock, $0.1 million of which remains from the previous expansion announced in September 2013.

  • Reply to

    Ma's Compensation/Castle/Peer Group Analysis

    by bocamp1 May 29, 2014 9:15 AM
    bocamp1 bocamp1 May 29, 2014 9:19 AM Flag

    Those are my group of companies that are all in the health field and public. They compare with vaso on many metrics. The average CEO pay is 237,000. Ma is almost 2 times that and yet Castle says he is underpaid. I plan on writing Mr Castle and giving him my data and demanding to see his work on compensation. He says it is extensive. We shall see.

  • Vaso market cap 45m rev 33m rev per share .21 Ma's base compensation 465k
    14 Company average market cap 53m revs 30m rev per share 4.15 * CEO Comp 237K

    Company Market Cap Rev rev/share compensation
    cmxi 45m 11m .1 100k
    kool 50m 16m .83 315k
    bsdm 35m 5.2m .16 270k
    pfho 56m 7.2 8.97 362k
    axrx 34m 9m .05 154k
    ctdh 35m 1.67m .04 49k
    irix 86m 40m 4.13 266k
    fonr 83m 80m 12 36k
    bone 37m 33m .66 143k
    amda 75m 22m 11.68 349k
    bvx 77m 24m 1.38 231k
    casm 41m 21m 1.26 382k
    imrs 54m 46m .89 297k
    lake 39m 91m 4.15 365

  • bocamp1 by bocamp1 May 28, 2014 3:31 PM Flag

    The short attack before the good news. SOS

  • bocamp1 by bocamp1 May 28, 2014 1:39 PM Flag

    7 cent bid now. That's the highest in a while

  • Reply to

    Executive Compensation-Ma

    by bocamp1 May 27, 2014 4:52 PM
    bocamp1 bocamp1 May 27, 2014 5:04 PM Flag

    According to Castle, compensation for Ma used this peer group analysis. And based on Castle's extensive work(he was paid over 100k to be on the compensation committee) Ma was underpaid. Of course, I could easily find another peer group which would say just the opposite. Its a joke, but not very funny to shareholders. By the way, Castle is also underpaid; according to him anyway. A bigger blowhard would be difficult to find.

    An interesting comment from Castle was that he used public and private companys in his analysis. But, last I checked, private company CEO's DO NOT make their pay package public.

    Whats next for group? Write company a demand a list of all shareholders. As per sec, they must provide.

  • Peer Groups

    A peer group is a list of comparator companies selected by compensation committees, institutional investors and proxy advisors to serve as a market benchmark for evaluating executive pay levels and comparing pay design. Benchmarking against a peer group helps the compensation committee determine the competitiveness of its pay plans as well as demonstrate the alignment of pay and performance relative to peers. When selecting a peer group, committees typically consider industry, size and other qualitative factors such as competition for talent, global footprint or unique situational factors that may drive the selection of particular companies (e.g., a significant change in business strategy or major market shift). The Center believes companies should clearly explain the rationale for selecting a peer group. Proxy advisors such as ISS and Glass Lewis determine their own peer groups in conducting their pay for performance assessments which significantly influence their say on pay vote recommendations. The peer group selection methods used by ISS and Glass Lewis differ in their approach – ISS relies on the GICS industry classifications of the target company and its selected peers, whereas Glass Lewis uses peers generated by Equilar through its market-based “peer of peers” methodology. The Center’s view is that neither solution is a substitute for the reasoned judgment of the compensation committee, who is in a unique position to properly determine the companies against whom the company competes for market share and talent.

  • bocamp1 bocamp1 May 27, 2014 2:45 PM Flag

    Lieberman Quote: "We just aren't going to do any acquisition. Shareholders should be happy we haven't used the cash for a bad acquisition." The hubris and stupidity of that statement goes right to the heart of their attitude for shareholders.
    The balls of these guys when you think that not one of them has bought a share with his own money in the open market. If we want a buyback, it should be done. The fact is that their last acquisition did nothing to enhance shareholder value. When I pointed this out to Lieberman, his response was silence.
    They want to keep cash for one reason; to pay their bloated salaries and bonuses.

  • bocamp1 by bocamp1 May 23, 2014 4:05 PM Flag

    Stock that usually does no option volume at all.
    No OI anywhere but today big buyer of june 17 1/2 calls. Over 3000 done with last at high of the day 1.34.

  • Reply to

    Bo anything to report

    by jernst1959 May 20, 2014 12:50 PM
    bocamp1 bocamp1 May 20, 2014 10:38 PM Flag

    I will send out an update to those who gave me their e mails on Friday. I am taking a break right now.
    There was nothing unusual at the meeting. They defended their position, living off the largess of shareholders, we presented facts to blank faces.

  • bocamp1 by bocamp1 May 19, 2014 10:09 AM Flag

    In the process of pumping itmn this morning, he says in relation to itmn, geron "has a good drug".

  • Reply to

    TB4 is better/ safer/check out AE's

    by bocamp1 May 16, 2014 1:50 PM
    bocamp1 bocamp1 May 16, 2014 1:54 PM Flag

    Friggin yahoo wont let post go through

  • Reply to

    TB4 is better/ safer/check out AE's

    by bocamp1 May 16, 2014 1:50 PM
    bocamp1 bocamp1 May 16, 2014 1:53 PM Flag

    In the OPUS-2 study, lifitegrast met one of the co-primary endpoints for the patient-reported symptom of improvement in dry eye compared with placebo (P

  • Easy co endpoint.................feels better???? Any drops do that.

    OPUS-2 was a multicenter, randomized, double-masked, placebo-controlled, parallel-arm study comparing lifitegrast to placebo administered twice-daily for 84 days in dry eye patients with a history of active artificial tear use within 30 days prior to screening (n=718). A 14-day open-label placebo screening run-in period preceded randomization. Patients randomized into the study were not allowed to use artificial tears or certain other medications during the study.

    In the OPUS-2 study, lifitegrast met one of the co-primary endpoints for the patient-reported symptom of improvement in dry eye compared with placebo (P

  • Following a May 15, 2014, meeting with the U.S. Food and Drug Administration (FDA), Shire plc (LSE: SHP, NASDAQ: SHPG), the global specialty biopharmaceutical company, announces today that it intends to submit a New Drug Application for lifitegrast as a treatment for the signs and symptoms of dry eye disease in adults in the first-quarter 2015, as we complete remaining chemistry and manufacturing work. In parallel to preparing for the NDA submission, Shire will be assessing the need for gathering additional clinical data in support of the U.S. and potential international regulatory submissions.

    "As we prepare for the FDA submission, we will also form an Ophthalmics Business Unit (BU) that will focus on the commercialization of our ophthalmic pipeline products," said Flemming Ornskov, M.D., CEO, Shire. "This BU will be led by Robert Dempsey, who we recently hired from Bausch & Lomb. Bob has more than 20 years of experience in eye care and has been instrumental in the launches of several well- known eye care products. As we build out the BU, Bob will report to Perry Sternberg, Head of the Neuroscience BU, who also has 10 years of ophthalmology experience. Additionally, on our clinical development team, we have hired Reza Haque, M.D., Ph.D., as Therapeutic Area Head for Ophthalmology, also from Bausch & Lomb. Reza will be responsible for overseeing the lifitegrast and the phase 2 retinopathy of prematurity (ROP) clinical development programs, and any future programs in ophthalmics. Reza brings to Shire more than 20 years of experience in ophthalmics.

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