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Assured Guaranty Ltd. Message Board

bocamp1 252 posts  |  Last Activity: 34 minutes ago Member since: Oct 13, 1998
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  • buy 5k aug 4 calls at .7
    sell 5k aug 6 calls at .25
    cost .45
    max gain 1.55

  • Too funny. And one maybe drug? Better value in AVXL. 100 times cheaper and P2 in a month. Better drug, same indication.

  • Reply to

    Nice day

    by magdag16 Jun 11, 2015 4:08 PM
    bocamp1 bocamp1 Jun 11, 2015 6:54 PM Flag

    You dimwit, have your read the schedule 4.2? Do you ever present any facts.? I never said Netwolves was a startup. I just said there are a ton of microcaps in the space; most better managed the netwolves.
    You buy on hope and dreams. Do a little DD before you post...Lamont.

  • 29 year old CEO of axon (a former hedge fund manager) is on cramer now. No where near as impressive as Missling. If you think this company is worth 100 times avxl, you are nuts. AVXL will rock the bio world.

  • Reply to

    Can't believe this is below 40

    by ptdmoney Jun 11, 2015 10:27 AM
    bocamp1 bocamp1 Jun 11, 2015 6:10 PM Flag

    This is all GS-BS. Volume in the july 42 calls today. The scammer's at GS love to buy the options after they have manipulated stock down. This is pure nonsense. Back to 45 in a month. imho

  • Reply to

    Nice day

    by magdag16 Jun 11, 2015 4:08 PM
    bocamp1 bocamp1 Jun 11, 2015 5:59 PM Flag

    Ok reller, have you done any DD on the transaction? Do you even know what an 8k is? Have you read the schedule 4.2 outlining what "long term" contracts they will lose as a result of this transaction? How clueless are you?
    "Life is Hard, but its even Harder if your Stupid." What great american said that to his son, Lamont?

  • Reply to

    Nice day

    by magdag16 Jun 11, 2015 4:08 PM
    bocamp1 bocamp1 Jun 11, 2015 5:15 PM Flag

    Really? Stock up a penny and its so sad that you are right; it was a good day for this company. Stock should easily hit a few pennies over .2, its so oversold. But, what then? It will depend on execution in a sector where there is a ton of microcap IT firms.

  • Do you really thing its worth that much more than avxl? Do you think when axon's ceo bought their drug from GSK for 5 million, it had more, less, same potential as Anavex 3-71 does now? The point is, with this indication its just as possible we have a BETTER drug, than a worse one. And market cap comparisons say great risk reward.

  • bocamp1 bocamp1 Jun 11, 2015 2:18 PM Flag

    AXON on Cramer tonight. Alzheimer's the focus. AVXL will gets its share of attention very soon.

  • Check out new deal priced today at 15, now trading at 29. They focus on Alzheimer's with an antagonist for the 5-hT6 receptor. This was bought by them from GSK for a few million. So much for Big pharma knowing early stage potential. A diffeent MOA than avxl but no Phase 3 yet, only P2 with some , not so astounding results in dementia.
    AVXL will have every Big Pharma in the world knocking on their door is our MOA proves itself. Bar is set low for Alzheimer's indication and valuation on this new deal tells you where we could head very quickly. Great risk reward here before the Mob arrives.

  • Reply to

    EECP Advocates

    by bocamp1 Jun 10, 2015 6:09 PM
    bocamp1 bocamp1 Jun 10, 2015 7:42 PM Flag

    Bumming you out? Man, really sorry, take another toke and mellow out.

  • bocamp1 by bocamp1 Jun 10, 2015 6:09 PM Flag

    No investor who bought this for the potential seen years ago in EECP has any business being invested in this company now. This is now a small division that is mostly ingnored or given token lip service to placate the die hards. Company is now into IT Newtworking, having bought and most likely overpaying for NetWolves. It also still remains deeply dependant on GE to refresh the cash balance they have mostly used up for purchase. The risks are many and in the hands of Castle in a highly competitive market. The GE agreement can be stopped at anytime, and given GE's current diversification mode(they are selling divisions like crazy), they could sell their medical division. This would put an end to GEHC for vaso. Or, maybe Ge is not impressed with the next party Ma's throws for them. (Cost a bundle and was the reason we didnt hit profitablity a couple Q's ago)
    Its all a big mess and really disappointing to eecp advocates. The markets reaction to deal and CC tells you all you need to know; No one believes this bunch of overpaid, underperformers can make company's new mission statement work.
    So, it will be interesting to watch and see what kind of salary and perks Castle gets. I am sure it will be off the chart. Everything here is geared for the insiders. They will milk this cash cow till it runs dry. And what will shareholders get besides more incoherent CC's. ??

  • Reply to

    CC

    by bocamp1 Jun 10, 2015 11:34 AM
    bocamp1 bocamp1 Jun 10, 2015 2:28 PM Flag

    I think it wouldnt even be a discussion, except that Ma has just lead the way with a surprising purchase. Open Window. Usually, these things come in clusters, with the CEO coordinating the effort to give the perception that all of Management is behind this deal. That fact that they own shares, as Ma does, is not the point. They are cashing in on millions, and yet dont have the confidence to buy a little vaso?; to say nothing of being team players? Ma must show that he is leader here and get these guys to pony up. All should be on the same page.
    I will throw in some more motivation by saying if Leiberman and Castle buy at least 100k in the open market in the next week, i will never post here again. Now, thats a deal..................

  • Reply to

    CC

    by bocamp1 Jun 10, 2015 11:34 AM
    bocamp1 bocamp1 Jun 10, 2015 11:51 AM Flag

    Analysts was from Carpe Diem, whatever that is. He was one of only 2 questioners. He tried to get them to say how much cash they would have at the end of '15, but Beecher would give no guidance. A couple other question on numbers on deal, but equally vague responses.
    Nothing on inside loan details, or conflict of interests. Deal has closed already so will be in next q numbers. Castle talked about network services in the Med area and how they will be able to gain share and the positive of vaso not having to build there own IT from scratch.
    No excitement. Ma tried but he is just really hard to understand and very monitone. Really not much to go on other than Ma's buy. But, without castle and leiberman, doesnt mean much.

  • bocamp1 by bocamp1 Jun 10, 2015 11:34 AM Flag

    No stock reaction. Very few on call; one "advisory" firm was asking some good financial questions, but got no answers. Ma just doesnt speak well enough to impress on these things. And thats just too bad cause I think he thinks this is "another win" for shareholders. He just cant articulate it.
    Castle used the word of the day; synergy, more than a few times. He threw in alot of technobabble about their IT. But, it all comes down to a huge leap of faith to believe any of it considering the past missteps here. And they now are in a hugely competitive field. We need to see inside buys from Castle and Lieberman or they are in effect telling you they are taking our money and running. And yes, i know they own some vaso, but if deal is a good one, vaso is a steal. To not buy here is to say it aint such a good deal for vaso shareholders, just us sellers of Netwolves. Window is open and Ma should insist they send a signal to the markets.

  • Watch the option market for clues. Yesterday, buying in the june 30's and 35's. Premiums should start to go much higher.

  • Reply to

    Leiberman & Castle

    by bocamp1 Jun 9, 2015 6:29 PM
    bocamp1 bocamp1 Jun 10, 2015 8:20 AM Flag

    What are you talking about reseller? You think Ma's purchase is odd? Its the most shareholder friendly signal the guy has sent in years and gives a real vote of confidence to the deal. Its also says inside window is open. So, where are leiberman and castle? Castle has $1,872,000 and Leiberman $3,456,000 from vaso sharehoders, and they cant buy a couple 100 thousand shares? They, not Ma, are the ones who really know the value of Netwovles. The deal has closed (thanks to the not so democratic process here), they have the cash; why have they not followed the CEO?

  • Reply to

    Leiberman & Castle

    by bocamp1 Jun 9, 2015 6:29 PM
    bocamp1 bocamp1 Jun 9, 2015 7:10 PM Flag

    Reseller, are you as stupid as your posts? You contribute nothing to the dialogue here. I give Ma credit and just ask the question why the 2 who most stand to benefit have not bought a share yet. Its a fair question and raises concerns, since they are the 2 suppying the Netwolves #'s. It wouldnt even be a topic except for Ma's buys. And it also will be another huge red flag if they do not add shares after Ma has shown the window IS OPEN.
    Now reseller, please try to add some substance to your next post.

  • Great job by Ma buying in the open market; money talks. But the real players; the one that benefit the most from shareholder money on this deal are leiberman and castle. The fact that they refuse to follow the CEO's lead is not the signal they should be sending to shareholders. They will monitize millions in this deal, Ma did not; and they cant even spend 10k in the open market. Ma has sent the all clear signal for the purchase, yet they dont buy?
    Why is this? They know more about netwovles than anyone. It is their firm. Is that why they are not buying like Ma.??????

  • Reply to

    Insider Buying

    by definitelynotwarrenbuffett Jun 9, 2015 5:33 PM
    bocamp1 bocamp1 Jun 9, 2015 6:12 PM Flag

    I had to check that for myself. And yes, Ma has indeed made a token open market purchase on 6/8 and 6/9. He now owns 2,819,841 shares. Its not a big dollar amount but sends a nice signal right in front of CC. Kudos to Ma.

AGO
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