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Inergy, L.P. Message Board

bosox_pats 9 posts  |  Last Activity: Aug 25, 2015 6:30 PM Member since: Nov 22, 2010
  • Reply to

    Mr. Ceo Ron

    by buyoutmoney175 Aug 25, 2015 10:38 AM
    bosox_pats bosox_pats Aug 25, 2015 6:30 PM Flag

    Guarantee the compensation committee retained a 3rd party such as McKinsey or another compensation consultant to opine if the plan is reasonable and at the market.

    Truly believe it and buying more......

    As much as many here bash the CEO, the real value of ARRY are the molecules it has an economic interest and the fact real third parties, namely AstraZeneca and Novartis are conducting phase 3 trials.

  • Reply to

    Mr. Ceo Ron

    by buyoutmoney175 Aug 25, 2015 10:38 AM
    bosox_pats bosox_pats Aug 25, 2015 11:47 AM Flag

    Dude, the CEO does not approve the compensation plan - the compensation and executive committee's present to the full board and they approve the plan!!

  • Reply to

    Friday's up move against the global downdraft

    by jsmith66044 Aug 22, 2015 12:59 PM
    bosox_pats bosox_pats Aug 23, 2015 7:52 AM Flag

    Biotech companies have virtually no correlation to a global economic slowdown, the risk one faces is the binary outcomes of clinical trials.

  • Reply to

    OT @ bosox_pats

    by georgebernardpshaw Aug 12, 2015 7:30 PM
    bosox_pats bosox_pats Aug 14, 2015 7:58 AM Flag

    If he is forced to rule, my guess is neither side wins but rather he splits the baby down the middle and Brady gets 2 games. No hard evidence on the Goodell side, but you don't need hard evidence in a civil matter, an abundance of circumstantial evidence is enough. On the Brady side, judges and courts are highly suspicious of those who destroy evidence during an investigation (watch out Hillary!!).

    I think they should settle and take the SEC route. Brady should not admit to or deny the allegations and settle for a monetary fine and that is it - no suspension. That way both sides can save face.

    Brady really screwed up at the very beginning. He should have just said I like my footballs on the soft side of the legal limit and whatever the equipment guys did with them was their choice. Admit that you communicated to them you like it on soft side of legal and it would have been done with. Perhaps a fine against the team and actions against the equipment personnel. The fact he didn't go down this route suggests some level of guilt....

    Live near Foxboro too.....

  • bosox_pats by bosox_pats Aug 12, 2015 6:24 PM Flag

    Interesting action. Follow up trade of over 600 contracts at the $6 strike Dec calls. More interesting, someone bought 1207 contracts for $0.15 at the $10 strike call for September and another 1000 contracts for $0.10 at the $11 strike, again in September. Obviously, buying these out-of-the money calls in the near month someone hoping for a buyout or something. The data at the European conference will not be presented until after the September calls expire......

  • Reply to

    New SEC Filing

    by saicinthemoney Aug 11, 2015 8:57 AM
    bosox_pats bosox_pats Aug 11, 2015 6:48 PM Flag

    Someone also bought 7,805 December 2015 call options $6 strike for $1.20. The bet is the stock will be above $7.20 by December just to break-even........

  • The investment thesis has little to do with CEO Squarer and everything to do with the molecules they have an economic interest. Even better, ARRY has low participation in the clinical trials - AstraZeneca running one with Novartis running the other. Yes, they do have some early development molecules they control but these are early days. We have some very strong molecule prospects with real companies taking them through real trials. In some ways, a donkey could be running the company, and perhaps we have one, but ultimately the value of this company will flow through the molecules and very little will come from the CEO. (Although our CEO/company does need to negotiate a distribution/manufacture agreement with a European partner by year-end).

    The street analysts covering ARRY all have Buy ratings with price targets ranging from $9 to $14.50 over next 12 months. These price targets incorporate very high discount rates given the risk inherent with a binary outcome in terms of the trial outcomes. However, if the molecule progresses from phase 3 to NDA, the discount rates fall and the price targets rise. This stock looks like a double to triple from this level in my opinion.....

  • A $2-3 Billion portfolio - $15 -$20 stock by year-end.

  • Reply to

    3 Cents!!!! That's doggy do do

    by memeds2 Jun 8, 2015 6:53 PM
    bosox_pats bosox_pats Jun 8, 2015 7:03 PM Flag

    I have no idea where you are getting the $0.14. If you take their presentation off their website and look at the pro forma data associated with their recent acquisitions and the net impact on refinance of their debt, you get a potential pick-up in the dividend of $0.06 - $0.07, to $0.29 - $0.30, assuming a constant payout ratio of about 85% of FFO. My guess is they have left some dry powder so they can increase the dividend again and/or keeping some extra capital available to help fund acquisitions. They could also be negotiating with banks for some form of revolving credit lines to improve financial flexibility to fund future acquisitions. Keeping a lower payout ratio may be comforting to the banks from a credit perspective. This is a growth through acquisition vehicle and story at the end of the day in a highly attractive fragmented industry.