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Energy Transfer Partners, L.P. Message Board

burnaka 426 posts  |  Last Activity: Jul 23, 2015 12:03 PM Member since: May 19, 2010
  • Reply to

    News - CHK just sold more assets for $840M

    by drgreen_777 Jul 1, 2015 2:48 PM burnaka Jul 1, 2015 3:00 PM Flag

    The assets to be acquired include an interest in approximately 1,500 producing wells primarily in the Cleveland, Tonkawa and Marmaton formations with average daily net production of approximately 21,500 Boed over the twelve months ended April 2015. The production mix is 7,000 Bbld of oil, 5,000 Bbld of natural gas liquids and 57 Mmcfd of natural gas. The assets cover nearly 250,000 net acres centered in Roger Mills and Ellis counties, Oklahoma. Approximately ninety-five percent of the leasehold is held by production. FourPoint will assume full operations of the assets at closing which is anticipated to be August 31, 2015.

  • Reply to

    Can anyone tell me

    by busthercherry Jun 28, 2015 4:25 PM burnaka Jul 1, 2015 1:15 PM Flag

    Yes, solid, solid pipeline.

  • shorts in Juno, but a 100m take down IS great. Hope none were the last to know, ummm, retail. Funnier is 1 year ago few shorts, but they got BOLD adding near every month until they were handed toilet paper and band aids today. OUCH, I mean, hilarious.

  • Reply to


    by miamianne67 Jun 28, 2015 5:44 PM burnaka Jun 29, 2015 3:35 AM Flag

    Miami, funny thing happened today at 3:00 am, I posted about the Greek issue, and the futures figuring some might find it helpful. At 3:00 am the post got pushed back about a page by three frantic posters, ummm, opko dead money, opko losing money and the title of this post, yep, Paulemmon. I had to peak at ignored posts to see which idiots were up feeding their insanity at such an hour, sad, sad guy/girl. All three are obviously the same wack case. Meds? Yes, but not sure they would help. So unless you check your old posts, you will likely never see this, umm, it will have a therapeutic impact for someone, that is the good news. That bad, not enough therapeutic impact.

  • Reply to

    Can anyone tell me

    by busthercherry Jun 28, 2015 4:25 PM burnaka Jun 28, 2015 6:27 PM Flag

    Yes, Brli closing will get the most out of the Opk pipeline, in so many ways. They will market not only 4k, but will be marketing Rayaldee as they also sell those Drs. on Claros and vitamin D and testosterone tests, then once approved Alpharin to these same drs. This is all fitting together so nice. Got to be Opkomistic with this Brli deal.

  • Reply to

    Can anyone tell me

    by busthercherry Jun 28, 2015 4:25 PM burnaka Jun 28, 2015 6:09 PM Flag

    You do know he asked that question figuring only a fool would say yes 100% approval, lol, but then if you look hard at the pipeline, 100% is very very likely, and my position, defensible, because the pipe is really biobetter/equivalent phase studies.

    Now Arry has a far larger, massive pipeline, mostly oncology. High high risk of approval, winner take all, or lose all type. Well, not that black and white, they have a heart and asthma drug in there, but you get the idea.

  • Reply to

    Can anyone tell me

    by busthercherry Jun 28, 2015 4:25 PM burnaka Jun 28, 2015 5:51 PM Flag

    Mr Cherry, so nice of you to be concerned about other people losing money. Such a humanitarian. Will every drug in opk's pipeline get approved? Several years ago they had a drug for mac degen fail, before they sold off the optics division at a profit to opk.

    If you look at the current pipeline, there is a common theme, near all are bio-betters. A bio better in this pipelines case are drugs that are on the market, already approved as safe, but are longer acting versions. So barrier to approval is very very very small. HGH, Hemophilia, and even Rayaldee are all longer acting versions of approved drugs. Approval rate should easily be 100% on those. Alpharin though it has a lower pill burden, is a new entrant, and riskiest of the phase 3 trials because it is not a long acting version of an existing drug. The fact it is as effective as standard of care, with fewer side affects makes approval likely.

    So Opko should have HGH, Hemophilia, Rayaldee, hgh. Rolapitant, and Alpharin are get easy approval based on either superior safety, bioequivalence, or longer acting. Frost cherry picked ( pun Mr. Cherry ) ease of approval items when he bought Prolor and Cytochroma. Note, no oncology, high failure type drugs in advanced studies.

    Their highest risk drug is not even in phase 1, but will be this year, oxyntomodulin. Higher risk because no form of oxyntomodulin is currently marketed, that said, it is a naturally occurring enzyme, so it will be safe, it will also fall into that LONGER acting version type drug.

    So yah, of these , I for one, HAVE no doubts they get approved. Theme: Large markets, low risk phase studies, as opposed to large market novel molecule high risk portfolio.

    The real unknown in these items I listed is not uncertainty about approval, but more about market penetration. Will Rayaldee generate 25m, or 1-2 Billion, that is the real concern with the pipeline. Same with 4k score and the diagnostics under development.

  • burnaka Jun 28, 2015 12:58 PM Flag

    lol, yes I copy and pasted, they censored the Euro sign, well I guess it is too foreign for them. Yes on Sept for Rolapitant, 10th month since fda accepted it for review, 11/5/2014. Not sure how South America works but we retained the rights to sell Rolapitant there. That might be bonus censor points reporting in the peso. Think it might be a Co-own in Japan? Not sure. The pro-rate Pfe started last Q so it is baked into estimates by the analysts. Starting to get a lot of moving parts to drive revenues, the global pieces will kick a few items to higher revenues than some think.

  • burnaka Jun 27, 2015 10:24 PM Flag

    Excuse, meant revenue range not eps.

  • burnaka Jun 27, 2015 9:49 PM Flag

    Yes, that has been noted here before. The range for q 4 earnings is huge too, from a low of 252.6m to a high of 321.3, a 64m range is huge for a company this size.

  • burnaka Jun 27, 2015 9:13 PM Flag

    From uncles: The main arm of Waterford-based pharmaceutical company EirGen swung back into pre-tax profit last year, as revenues climbed 28% to #$%$12.2m. Which equals US 13.62m.

    The firm recorded a pre-tax profit of #$%$537,002, a turnaround from a pre-tax loss of #$%$433,190 in 2013.

    It recorded a post-tax profit of #$%$1.55m, due mainly to an R&D tax credit of #$%$976,126. Equal profit of 1.73M on adjusted currency.

  • burnaka Jun 27, 2015 8:36 PM Flag

    Yes, last Q they beat on revenue, but missed on eps., and the stock went up. The Mex and Spainish divisions were down for known reasons. To jump from 30m revenue to 44M is a huge jump. I think Spain and Mex were down a total of 5m, so that gets us to 35m, Eirgen last year 10m revenue, so figure 2.5m per Q, gets opk to about 37-38, which is the low end estimate. Even if they grew revenue 10% q/q, optimistic, that gets us to about 41.8. My take is that the high estimate is way out of line. Unless Eirgen is now generating 40m annual, I do not see anything above 42m, there are always unknowns. We can only look at past growth and earnings to get an idea, but a significant uptik in 4k sales, or new Eirgen accounts are beyond public info and privy. This all said, that 50m estimate by one analyst seems out there, umm, way out there.

  • Reply to

    curious question ....

    by bronxrealtyco Jun 25, 2015 9:48 AM burnaka Jun 27, 2015 3:22 PM Flag

    If he is buying, which is likely, a 10% threshold is only 2.7m shares. He bought Prolor shares prior to that merger, and was on both boards, and an insider. So odds are he has bought some and need not report it as an outside investor and would be violating nothing. Material information that can affect a stock needs be made public within a reasonable time, a few days, so I doubt BRLI is hiding info.

  • Reply to

    PHI, 4K Score

    by neahboy82 Jun 27, 2015 11:36 AM burnaka Jun 27, 2015 3:06 PM Flag

    Good work sgard. IDL only offers 3 tests according to their website, so not a big player. Regardless of their penetration to date, that paved the way for 4k, which will replace PHI because of higher sensitivity.

  • Reply to

    27.34 per share

    by amvvlim Jun 27, 2015 10:37 AM burnaka Jun 27, 2015 11:31 AM Flag

    Look at the quarterly not the annual, every metric dropped. 34.3B in assets, 20B in liabilities, 13B net tangible assets. The question becomes are these asset numbers based on 4,5, dollar gas, 100 dollar oil? Or current market conditions which would require a massive write down. There is no chance of bankruptcy but not because they could sell things to prevent it, no, there is no chance because there is no major debt due until 2019. 3-15-2016 500m, 1-15-2017 385m, 8-15-2017 660m, total appx 1.5B between now and end of 2017, at which time they will likely do a 2026 bond to pay off the 2019 bonds.

    The debt load between today and 2017 is easily handled with cash on hand and earnings, and if need be, which I doubt, the 4b credit line.

  • It shows up at Yahoo estimates, and elsewhere, but they do not show the firm. I know it is LTS, and the market ignores LTS opk upgrades, though they have been the most accurate. Forbes mentioned LTS giving the highest revenue number in 2016, so I figure they are the high NEXT Q too, but they are way high in MHO, which will mean a likely revenue miss. The high revenue number this Q actually which ends next week is at 50.9m, low at 38.1m, avg of 44.73. Fact is if all went right, Mex, and Spain got back on track, Ireland stays steady, opk at best does 42m, so I expect a slight miss. LTS, 21 by year end, well, that is quite possible.

  • Reply to

    You should pay me to go on vacation

    by miamianne67 Jun 26, 2015 5:57 PM burnaka Jun 26, 2015 6:42 PM Flag

    Enjoy your vacation Miami.

  • Reply to

    Missed trade at end of day...19 mil shares

    by trade56 Jun 26, 2015 6:15 PM burnaka Jun 26, 2015 6:18 PM Flag

    Russell rebalanced at close, price does not move, but big volume for many stocks.

  • Reply to

    After hours volume?

    by jsmith66044 Jun 26, 2015 4:35 PM burnaka Jun 26, 2015 5:28 PM Flag

    Russell rebalance today, it means nothing.

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