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Assured Guaranty Ltd. Message Board

bonds2stocks 7 posts  |  Last Activity: Jul 8, 2014 9:28 PM Member since: Jul 14, 1999
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  • 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 -

  • 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-

  • 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-

  • 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

    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

    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-

  • 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-

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