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Assured Guaranty Ltd. Message Board

bonds2stocks 15 posts  |  Last Activity: 23 hours ago Member since: Jul 14, 1999
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  • Reply to

    getting hard to love

    by suejenseth Sep 16, 2014 3:10 PM
    bonds2stocks bonds2stocks 23 hours ago Flag

    Well Bayer news on the tape.... By Naomi Kresge
    Sept. 18 (Bloomberg) -- Bayer AG plans to list its plastics
    unit on the stock market, accelerating its retreat from the
    chemicals industry after 151 years to focus on more lucrative
    life-sciences businesses.
    The decision by the management board is subject to approval
    by the supervisory board, which meets today, the Leverkusen,
    Germany-based company said in a statement. Bayer shares rose the
    most in almost three years. The stock has surged 16 percent,
    outperforming a benchmark of drug companies, since Bloomberg
    News reported in April that the company was reviewing options
    for Bayer MaterialScience.
    The split will leave Bayer with units that make
    pharmaceuticals and crop chemicals and seeds. The company is one
    of Europe’s last remaining drug and chemical conglomerates,
    along with Merck KGaA. Bayer may realize proceeds of 10 billion
    euros ($12.9 billion) from the divestiture, providing funds for
    acquisitions in health care, said Fabian Wenner, a Zurich-based

  • bonds2stocks by bonds2stocks Jul 8, 2014 9:28 PM Flag

    when science is validated - many see and wonder what 10 years has accomplished .. Portfolios should be acquired when in house expertise is not there- ( fortunately - Cgen not for sale ) I find it hard to believe how many companies have this many novel " un-discovered" assets and such a large to be discovered platform that is so undervalued - there are NONE-

  • bonds2stocks by bonds2stocks Jul 8, 2014 9:19 PM Flag

    albeit not a large amount of $$ we were looking for 1 checkpoint - don't be surprised more may happen quickly and validation has just been released ! recall all- there are 2 in this deal with Bayer - September could not wait till my next post - I anticipate a commercial deal and more milestones into the end of this year- Gaza may be an issue keeping a lid on this for a few weeks - But - the science and technology speak loudly- its a springing option at this mkt cap with 75 mm cash -no debt -and a 400 mm mkt cap- If you wanna bolt leave - just dont be upset when the fall rolls around we are at 13 bucks- peace -

  • Reply to

    New events

    by suejenseth Jun 26, 2014 5:09 PM
    bonds2stocks bonds2stocks Jun 26, 2014 8:57 PM Flag

    6k was a Notice of the Annual Meeting on July 31st... Sheep- Really- c'mon- you are reaching and are clearly a paid basher with No skills - beat it.. see you all in September - I have a hunch will be much Higher... I added in the hi 7's and bot some more this am .. clearly Confident

  • Reply to

    Martin's closing comments

    by sheep_get_fleeced May 20, 2014 12:26 PM
    bonds2stocks bonds2stocks May 20, 2014 9:06 PM Flag

    Sheep - next time your ignore- but i wanted to identify several items- the stock may go up or down... who knows.. if you want to bash its your paid right for 5 bucks hour that your making on this board.. if you listen closely to the CEO's remarks.. everything is on course - timelines, objectives, cash on the books for negotiating power - when the new 13 f filings from the 7 mm shares come out that do NOT show any new investors right now as of the 3/31 filings ( i believe its a threshold of ownership issue, days etc..) .. in 1 QTR., end of June... think you will be surprised who owns this equity according to my sources- @ 8 .. risk reward is to the up's with some may options here at play.. Dikla is gone.. we have moved on.. so should you pal-

  • Reply to

    More thoughts

    by johnnador May 8, 2014 4:50 PM
    bonds2stocks bonds2stocks May 10, 2014 7:27 PM Flag

    Agreed- MGMT not about hand holding- value they create is in the deals they make- they cant be public about it clearly- and JG Ceasaria - Jeff- has enough shares invested that its not in his best interest to BLOG about the stock... there has been any PUBLIC news since the last new programs and Bayer Deal... he isnt gonna play victim like Dikla ... will be intersting to see how she or if she is integrated into the earnings call.. one would surmise if she is an active participant then the investigation is over and she has been exonerated.. some call friday a dead cat ..cats have many lives .. this one will spring back-

  • Reply to

    here we go-

    by bonds2stocks May 8, 2014 8:04 PM
    bonds2stocks bonds2stocks May 9, 2014 5:12 PM Flag

    I typically dont go after paid bashers - u clearly are one- enjoy ur time in the sunshine pal.. u may get burned-

  • bonds2stocks by bonds2stocks May 8, 2014 8:04 PM Flag

    down to low 8's - charts seemingly put us here and less than the down volume many of us own on this thread during the last 2 day selloff- I classify it as LIGHT0 I am NOT concerned- feel a Ton of pain- but reason being is due to the fact we have 120 mm in the bank with NO Debt- could there be a reason why the conf call is May 17 vs late April.. who knows? maybe they were waiting for a validation of a milestone payment from Bayer last 2 weeks ? at this price we have filled the technicals, more than 2 pts below the 2ndry- and have a basket of Novel checkpoints which Pharma wants in on, CGEN was an extended situation slightly ahead of itself in biotech that is now increasingly becoming making CGEN a Value play- It will only take 1 deal to get deal or milestone to get this back to 12 + , not worried- mgmt had the hindsight to raise cash - take it slow- this is the QUIET period .. NO PR before earnings for 2 weeks.. weak hands are exiting.. i have ben here for 8 years.. trading it many times and w/ a sig core position- remember 1.8 mm shares short now- i recall days of 100k shares short when we were at 3 bucks.. I am not selling, in fact waiting , like i did in December to buy in the low 8's for a trade - this is cheap - 393 mm mkt cap with 48 mm dhares .. 120 mm in cash - 8 Novel checkpoints - 4 ADC checkpoints.. Patents.. mkt is valuing each @ 22 mm per,, when in fact just 1 could be worth 2bn .. i like the long side here.. peace-

  • i guess when you get success you attract all kinds that try and talk the stock down- lets be clear- CGEN mkt Cap is arnd 525 mm - when we were @ 14 with less shares we were at 575 mm - now c'mon--- bashers are easy to identify ! their goal-- buy more shares lower cause i am scared i will miss the TRAIN higher- we have a deeply undervalued asset that DISCOVERS NOVEL ( not known) checkpoints , Targets , what have you very cheaply- ITS been back tested - seemingly VALIDATED and now has 120 mm in CASH at the bank with NO debt- this still is an exploding OPTION - 1 milestone payment to Validate- or 1 more Deal in Immune or ADC - its going higher - Not worried about Dikla's husband getting greedy- may end in divorce- I will check back in when we are at substantially HIGHER MKT cap- good luck longs - fight the fight -

  • Reply to

    OK- we have the Secondary -

    by bonds2stocks Feb 27, 2014 6:15 PM
    bonds2stocks bonds2stocks Feb 27, 2014 6:16 PM Flag

    welcome to the NFL !!

  • bonds2stocks by bonds2stocks Feb 27, 2014 6:15 PM Flag

    the stock price got ahead of itself- no size sellers - hence the parabolic move up- so we have this Secondary- Its Great news for the LONG term .. like many of our posters here.. Jeffries is by far the biggest Brokerage with REAL Institutional Customers- it will prob price at 13 or so - give or take .25 raise 75mm after expenses leaving us with a Company with 125 mm in the Bank !! - the 6 mm shares will Dilute 15% and leave us with a mkt cap of 600mm at 13 bucks ... new INSTITUTIONAL holders - New Rsch Coverage, press and everything else - Be Happy.. stock will be down tomorrow- but I am sure after the deal is done they will take it back UP-

  • maybe a few points light in shrt term Px target - but someone has noticed nevertheless- MLV & Co-

  • CGEN isnt even on the radar of Wall Street- no coverage- its based outside of the US - and they have the ability to find, locate and identify new targetsfor such a small price .. 2014 will be very good year for us all. peace

  • Reply to

    Ok- today was bad

    by bonds2stocks Dec 12, 2013 6:38 PM
    bonds2stocks bonds2stocks Dec 12, 2013 6:47 PM Flag

    Lastly- and I do NOT hold out hope for this cause Hope is not a strategy- BUT- recall 3 yrs ago this time maybe 4 - when we got a hint that CGEN biz model changed - some pfizer deal announcement that ended with zero revs- the timing was right before many Holy days world wide - not that it will happen again- actually i dont think it will cause they have their 2 molecules already spoken for hence objective met- but if they pull a rabbit out of their hat - that would be ridiculous and banabrah will be kickin himself for not buying more- peace

  • bonds2stocks by bonds2stocks Dec 12, 2013 6:38 PM Flag

    technically, the chart on the point n figure was either going to rip or drop - we got the latter- fundamentally- nothing has changed- technically- its looks like we chug low 8's to the next conf call in early Feb- prob takes us up to 9.5 maybe 10 .. i have been in this for 8 years- like you have spoken to Anat and every one else involved for some time- we all think we have a treasure chest- this company has no need for cash- and nothing but upside announcements over the course of 2014 - the company raised ( sold) stock last in the high 9's.. we are 1 pt below that ,, good for them raising cash- i did sell some to just to watch it go higher- at 8 u have to say to yourself- 300 mm for a ton of molecules not valued properly- recent bayer deal has 40 mm of EARLY milestones - if they hit 1 , get payment, then we are back to 11 (10 mm 1 yr burn) if new deal announced which validates bz model- we go to 16 quick- hard to see the downside here given no need for cash @ 8 ish - no sells will occur until new better news - so- it does suck we are lower- many of you here know i speak my mind and i have been very long for many years- I know 2014 will bring this to new heights- who knows- except the portfolio is worth much more than 300 mm - talk to the spartans- they know

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