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OCZ Technology Group Inc Message Board

bullseyecatnip 53 posts  |  Last Activity: 10 hours ago Member since: May 25, 2011
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  • bullseyecatnip bullseyecatnip 10 hours ago Flag

    Would so love to see one erupt right under and up the ArSS of the UK IMAN CHOUDARY nut job. Amazed the UK hasn't disposed of him.

  • bullseyecatnip bullseyecatnip 10 hours ago Flag

    Forgot to add... that they were recently approved to build a Natural Gas export project in Texas, which is only the third facility to win OK from a U.S. regulators... I haven't looked into the anticipated completion date, but I like their forward thing as U.S. moves to become more energy independent and ultimately a much larger exporter of oil and nat-gas in years and decades to come.

  • bullseyecatnip bullseyecatnip 10 hours ago Flag

    They DO have debt of $20.9B. It's an issue they acknowledged along with MUST having to improve cash flow.

    Good news, they have a plan to reduce that debt to $12B by 2016, selling assets to focus on Gulf of Mexico growth.They already sold Eagle Ford for $3.1B. They were close to concluding a sale of 80% interest in Chili Copper mine; however a few hours ago today it was reported there is a tax "snag." No comment from either side, so we probably won't know more until next week.

    They must also reduce the 25% Indonesia tax. As of 7/25, they had a MOU reached and more progress made this month between highest levels of FCX and the government.

    I reamin optimistic. I've added recently. I will sleep well owning into retirement.

  • bullseyecatnip bullseyecatnip 14 hours ago Flag

    Much as that would be a beautiful thing, I don't see it. Possible, but I don't think probable.
    If approval, and I'm 99.999% certain. I think if they are not acquired within the first six months after launch that he odds go down very very low. If they are successful after that they'd be less inclined to sell. Still think the company has been vetted by at least one, maybe more and that they may receive formal offers as early as weeks after approval in Sept and before hiring the entire sales force and launch. I have no idea what that price might be, but it would likely be less than half to half of what you are suggesting just a year later. I like your range though much better than mine. And you might be right, so I certainly respect your view. - Best to you and all longs

  • Reply to

    What do you think ?

    by eusdond Aug 23, 2014 8:02 AM
    bullseyecatnip bullseyecatnip 22 hours ago Flag

    I don't see that happening for a very long time as a combined WLL/KOG grows into an energy blue chip powerhouse over time. More likely a dividend gets paid sooner, only if WLL/KOG gets acquired by a BIG player that's already paying a dividend... and I hope, if a BO happens at all, that its at least 2-5 years away.

  • Reply to

    Split

    by bullseyecatnip May 28, 2014 6:29 AM
    bullseyecatnip bullseyecatnip Aug 27, 2014 8:38 PM Flag

    Yes, the psychological piece of owning more shares is attractive to some. They'd rather own 2,000 shares of some #$%$ stock (for example) that only two shares of Google.

  • Reply to

    Pipeline question for intelligent people:

    by bullseyecatnip Aug 27, 2014 1:22 PM
    bullseyecatnip bullseyecatnip Aug 27, 2014 8:11 PM Flag

    Really appreciate this summary and input from all three of you - thanks all.

  • Reply to

    Pipeline question for intelligent people:

    by bullseyecatnip Aug 27, 2014 1:22 PM
    bullseyecatnip bullseyecatnip Aug 27, 2014 8:09 PM Flag

    You and me , too. Sorry, never meant to ; - )

  • Has anyone more knowledgeable than me on pipelines, ever wondered if a company like a Kinder Morgan could be a candidate for only acquiring MHR's pipeline?
    My thought all along was that their pipeline value only goes up over time as MHR hopefully grows.... to ANY company that might consider them, such as a STO, etc would consider it as an important factor.
    Just curious what people think.... Or is there some obvious reason why a KM-type makes absolutely no sense at all?

  • bullseyecatnip bullseyecatnip Aug 26, 2014 11:24 AM Flag

    TR - One of the better and most important posts in a while - Thank you!!!

    Building awareness is key first step. We are a nation that is too quick to prescribe. Doctors and other prescribers need dramatically MORE training in the dangers of what they prescribe especially pain meds and SSRI - especially to kids and those through 26 years old when the brain is still developing.

    Oh, and they are drugging them up in prisons, too... so they'll be more compliant. You won't get people to acknowledge this one! Also drugging them up in the Armed Services because sadly so many have done too many tours.

    THANK YOU again!

  • bullseyecatnip by bullseyecatnip Aug 26, 2014 8:39 AM Flag

    Only time will tell and yes, its difficult to firm up projections for the future until after approval, launch and 2-3 quarters of sales. IMO and others, Z will be approved and annoucned with 99.999% certainty today or no later than Sept 5 - Sept 8, the second Monday of Sept. There is an excellent chance that at least one if not two or both Pharma companies have already vetted the company and could acquired them within as little Sept 2014 - Feb, 2015. After that odds begin likely go down and as they would decide to remain standalone. Either way, bumps or no bumps... KERX will be very successful for years to come... helping patents, their families, insurance companies and providers.

    The CEO said before that if successful, he would like to sell part or all of the company... and if we are the ones who ebb up launching it. I believe that exit strategy is still a very real possibility, now, more than ever. None of us can predict overall market downturns with certainty and that could impact KERX negatively; perhaps creating another very good buying opportunity. Very large well respected funds are long and that's added comfort... they certainly have better access to KERX management than any of us here before investing.

    In any event, we are in for a series of what I think will be welcome good news for those who have been holding on tight and who refuse to be shaken by short-runs at FUD.

  • bullseyecatnip bullseyecatnip Aug 25, 2014 8:10 PM Flag

    Hope Cramer keeps is opinions to himself on KERX. He is an TV entertainer who blows opines like the wind. Long KERX. Short Cramer.

  • bullseyecatnip bullseyecatnip Aug 25, 2014 4:15 PM Flag

    Appreciate you taking the time to summarize and post and objectively, too

  • bullseyecatnip bullseyecatnip Aug 24, 2014 6:25 AM Flag

    Aug 24 (Reuters) - As negotiations to resolve an increasingly bitter dispute over Indonesian mining rules teetered on the brink of collapse, the chairman of Freeport-McMoRan Inc James "Jim Bob" Moffett flew to Jakarta for last-ditch talks.

    Indonesia's chief economics minister, Chairul Tanjung, said he had got to a point where he felt only talking directly to the 76-year-old U.S. mining legend might break a deadlock in the six-month row, which had already cost Southeast Asia's top economy more than $1 billion and put thousands of jobs at risk.

    In less than two hours the two men had reached an agreement, setting the stage to resume exports and restore badly needed government revenue to the world's fourth most populous nation.

  • Reply to

    If any analyst (or fund manager)

    by gogh9 Aug 23, 2014 7:43 AM
    bullseyecatnip bullseyecatnip Aug 23, 2014 12:26 PM Flag

    Fred, Unless you stop feeding a stray animal, it will never go away ; - )

    $250 yes, I recall that... this person lost it long along in my book. And I doubt, this stray ever had it. Could we see $25 (not $250), perhaps, maybe, I don't know... if independent (or in business) that long... Opti-Nose MUST be approved and become a home run and we must receive very good ALZ news (or some out other indication miracle quick like a bunny)

    ....then I guess you could see something closer to $23-25 in 2018, but that's a guess, as my crystal ball gets very foggy 10 minutes out, never mind several years.

    I wish the ALZ results were expected after O-Nose. I'd feel better. In any event, I'd take any one-in-hand BO if I was ever lucky enough on this stock. I'd be ok with as little as $7-8 next Monday (just dreaming). $10-14 someday would be wonderful if not lightyears away. That's just me.

  • Reply to

    Baupost owns 11.53% KERX

    by winterlion7722 Aug 22, 2014 10:44 AM
    bullseyecatnip bullseyecatnip Aug 22, 2014 10:53 AM Flag

    Baupost Group has more, better, and timely access to information from KERX management prior to investing and while adding than ANY poster on this board. Not that they can't be wrong, but their VERY large stake speaks for its self. Sink or swim, I'll take my chances with Baupost.

  • bullseyecatnip bullseyecatnip Aug 21, 2014 10:43 AM Flag

    I feel it likely that we have excellent Opt-Nose results and that could help bring some stability and uptrend. However, if we don't get the next in-line favorbale intimation we could be in for a very tough go! Bottom line for me, is that the longer this drags on in this range the more itchy I get to sell, move on. I cringe when I think of what a fool I've been holding this so long when I could have added to my CELG, AAPL, MU, INTL, FCX, or any of my energy holdings with little or NO worries. The way I feel today, I'll probably give this another several months...

    Nothing would make me happier than to see this company get acquired for any price greater than it is today, but I just don't see that as probable. I'll check back in the fall. Again, enjoy your rest of summer.

  • bullseyecatnip bullseyecatnip Aug 20, 2014 4:31 PM Flag

    Regarding CYNO... yes, these little guys take time. Listen or read the transcripts again and I pretty certain they are considering another BO or two in the not to distant future.

  • bullseyecatnip bullseyecatnip Aug 20, 2014 1:36 PM Flag

    OBHF - Very good points. IMO, there is not much point to following this until be get ALZ and Opt-Nose updates over the next several months, Enjoy your rest of summer.

  • Reply to

    This dont look to good for MHR

    by mscarol02 Aug 19, 2014 8:07 PM
    bullseyecatnip bullseyecatnip Aug 20, 2014 10:14 AM Flag

    The Street not only flip flops weekly, but often daily among its various hosts and guests... sometimes in the same segment! I've said repeatedly that there is an exit strategy for MHR. At the same time, I am increasingly disappointed that the PPS isn't in 10s... never mind 6s. Its time for GE to meet and exceed expectations that he has been setting on a number of fronts. Hopefully he follows through on announcements and exceeds targets set by YE14. I thought GE might me more like Bud at BEXP and that that story would repeater here to some degree. I think it still can and will. But I'm growing a little impatient, because I have a decent amount tied up in this while some of my other holdings have been on fire during the same period I've held this.

    Despite my concerns, If you want a speculative play MHR could be ok and good for those who don't own or want to add at these levels. I have more than enough and for that reason I am not adding based on my situation.

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