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TOTAL S.A. Message Board

c757172 131 posts  |  Last Activity: Oct 24, 2014 11:26 AM Member since: Nov 22, 2008
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  • Reply to

    just bought some more at 17.75

    by duhu12 Oct 22, 2014 11:00 AM
    c757172 c757172 Oct 24, 2014 11:26 AM Flag

    1. Regarding Troponin. I replied to sonomaca, not to you.
    2. All of your cheerleading bullish predictions have been wrong.
    3. Troponin is at least 15 months away from being approved by the FDA. The stock will not double before the Troponin test is approved.
    4. Troponing's approval is not absolutely certain and there is time for the big companies to catch up and develop their own competitive Troponin test (if the market for this test is indeed so lucrative).
    5. Other than Troponin, the organic growth of TRIB is a middling 5%, and it has a tangible book value of about $2/sh. Therefore, TRIB does not deserve a forward p/e 12.

  • National Alliance Securities Starts Harmonic Inc. (HLIT) at Hold

    National Alliance Securities initiates coverage on Harmonic Inc. (NASDAQ: HLIT) with a Hold rating and a price target of $7.00.

    Analyst Brian Coyne said, "Despite our positive view of its market position and a reasonable valuation, we see limited upside potential for the stock given Harmonic’s stubbornly high cost structure, its smaller scale and dependence on project-based sales."

    "This is further complicated by structural changes taking place among its customers and markets, i.e. consolidation and a shift toward cloud services. Management has done an admirable job investing in and positioning the company for these changes, yet we see a long and potentially risky transition before its bets can pay off. Finally, we note Harmonic will report its FQ3 (Sep.) results after the close on Tues 10/28," he added.

  • Reply to

    just bought some more at 17.75

    by duhu12 Oct 22, 2014 11:00 AM
    c757172 c757172 Oct 24, 2014 8:06 AM Flag

    You repeat your nonsense concerning Troponin. Troponin is not a cardiac medicine. Trinity is medical diagnostics company, not bio-pharmaceutical. Trinity is developing a Troponin test. If it proves sensitive and reliable, within the FDA guidelines, it will be approved.
    "A troponin test measures the levels troponin T or troponin I proteins in the blood. These proteins are released when the heart muscle has been damaged, such as occurs with a heart attack. The more damage there is to the heart, the greater the amount of troponin T and I there will be in the blood."

  • Revenues ($27.2M) is only a touch light. Earnings ($0.19) is below expectations. Suspension of Meritas Troponin Trials. Cash is down; it is dangerously low-$8.95M. Goodwill and intangibles keep rising-$141.8M while total equity is down-$194.8M. It appears to me that the $0.19 earnings is misleading. It is likely the company will have to borrow money or issue more stock.

    The reason for the suspension of the Troponin trials is worrisome. It shows sloppy operational controls. IMO, that should push the FDA approval into early 2016.

  • Reply to

    The reason for today's decline.

    by bodytechfit Oct 20, 2014 2:38 PM
    c757172 c757172 Oct 20, 2014 6:22 PM Flag

    Read carefully my previous message about the Vale's nickel business becoming less profitable. The Indonesians already own 20% of the business and within 5 years they will own 40% of the business. Not only that Vale will have to pay increased royalties, it will have to spend over $4B in upgrading and constructing nickel smelters in Indonesia because it is not allowed anymore to export the pure ore. This will amount to very significant capital expenditures in times of diminishing profits from iron, and it will put pressure on future dividends.

  • JAKARTA/RIO DE JANEIRO, Oct 17 (Reuters) - Brazil's Vale SA said on Friday that a revised nickel-mining contract with Indonesia will raise maximum royalties, cut land holdings and require its Indonesian unit to sell another 20 percent of its shares to local investors. Royalties were set at 2 percent in the deal and could rise to as high as 3 percent, more than double the previous 0.6 percent and 0.7 percent, said Nico Kanter, chief executive of Vale's Indonesian subsidiary PT Vale Indonesia TBK . The royalty hike will "definitely affect our bottom line," Kanter told reporters in Indonesia. He didn't elaborate on the impact. Vale officials in Rio de Janeiro were not immediately available for comment. Vale, which owns 59.2 percent of Vale Indonesia, controls the subsidiary in partnership with Japan's Sumitomo Corp. which owns 20.1 percent, Vale's press office in Rio de Janeiro said. Indonesian investors have already purchased 20 percent of Vale Indonesia. The sale of the additional 20 percent will be done within five years and come out of Vale and Sumitomo's stakes, a Vale press officer in Toronto said in an e-mailed response to questions. The increased costs and obligations come as Vale and other nickel miners face rising intervention by Indonesia's government. The country has banned the export of raw nickel ore, requiring miners to process ore in local smelters. Vale plans to invest $4 billion in Indonesian smelters. Smelters use heat and chemicals to remove oxygen and other elements from the ore, leaving pure, metallic nickel behind. The money will be spent upgrading smelters on the island of Sulawesi, half at Vale's plant at Pomala and the other half at its Sorowako facility, Kanter said. The company is also considering an additional $2 billion investment to increase smelting capacity on Sulawesi, Vale said.

  • c757172 c757172 Oct 17, 2014 8:08 AM Flag

    Listening to Cowen is injurious to your wealth.

    Let's go back to Nov 2013:

    11/8/2013 Cowen and Company Boost Price Target Outperform $58.00 - $62.00

  • Rio de Janeiro, September 29, 2014 – Vale S.A. (Vale) informs that its Executive Board has approved and will submit to the Board of Directors the proposal for payment of the second installment of the minimum dividend of US$ 2.1 billion, as publicly announced on January 30, 2014, equal to US$ 0.407499945 per common or preferred share in circulation as of August 29, 2014 (5,153,374,926).

    The proposal will be submitted for approval to the Board of Directors in the meeting scheduled for October 16, 2014 and, if approved, the payment of US$ 2.1 billion will be made as of October 31, 2014. The amount in Brazilian reais will be computed using the Brazilian real/US dollar exchange rate (Ptax-Option 5) published by the Central Bank of Brazil on October 15, 2014.

    Once the proposal is approved by the Board, all investors who hold Vale shares at the record dates will have the right to the dividend payment. The record date for the owners of shares traded on the BM&FBovespa is October 16, 2014. The record date for the holders of ADRs traded on the New York Stock Exchange (NYSE) and Euronext Paris is October 21, 2014 Eastern Standard Time and for the holders of HDRs traded on the Hong Kong Stock Exchange (HKEx) is at the close of the business day in Hong Kong on October 21, 2014.

    Vale shares will be traded ex-dividend on BM&FBovespa, NYSE and Euronext Paris as of October 17, 2014 and on the HKEx as of October 20, 2014.

    If the proposal is approved by the Board of Directors, Vale will have distributed to its shareholders US$ 4.2 billion in 2014 – including the first tranche of minimum dividend paid as of April 30.

  • Reply to

    Downgrade now ...what a joke

    by duhu12 Oct 16, 2014 11:56 AM
    c757172 c757172 Oct 16, 2014 4:25 PM Flag

    TheStreet's ratings are based on an algorithm that one of its parameters is the recent strength of the stock. It is quite useless and little attention should be paid to it.
    If the impending earnings release shows only little contribution from the Premier's reagents, and if revenues and profits come short again, TRIB will see the $15 level. The Melitas Troponin contribution is still a year away and by then it might face competition from the big boys.

    Sentiment: Hold

  • "Equities research analysts at Wunderlich reduced their target price on shares of Extreme Networks (NASDAQ:EXTR) from $9.00 to $7.00 in a research note issued to investors on Thursday. The firm currently has a “buy” rating on the stock."

  • c757172 c757172 Oct 16, 2014 12:40 PM Flag

    If Lenovo is really interested in EXTR (and I doubt it), it can wait until EXTR becomes a penny stock and buy it for $2/ sh. Under Berger, this is a possibility. Declining sales with losses and sub-zero tangible book value can sink EXTRA into the penny territory. I hope that this will not be the case because I'm trapped long in this stock with 30K shares (averaged at about $2.7/sh from years back). So far Berger has been good at pep talk but not at operations. The $30M-$40M synergy that Berger has been promising all along is yet to be realized. A year ago, analysts said that the "synergy" alone should contribute about 35 cents in annual earnings. We are now operating at a real loss (and a real large one in GAAP terms. The GAAP also includes the lavish stock-based compensation with its dilutive effect).
    Most of the PRs that EXTR has been releasing are fluff. If the company's products are really good, innovative, and competitive, the sales would be growing despite the claimed "head winds".
    As Berger is losing credibility, one should doubt the promise of significant revenues from Lenovo next year. Furthermore, a company with declining revenues and share price finds it more difficult to sell its products. This is a vicious circle.
    I do not like what is happening with EXTR but being long for many years, I'll stick for another year with the stock.

  • c757172 c757172 Oct 16, 2014 7:43 AM Flag

    It is an extremely cyclical stock but with long-term growth. It moves very sharply with the price of oil and it is highly susceptible to geo-political turmoil in oil producing nations. IMO, it is not safe to buy the stock above $40. I hope I'm wrong but it seems to me that the stock will bottom slightly below $40.

    Sentiment: Hold

  • Reply to

    Shorts dont get the dividend

    by akvette89 Oct 15, 2014 6:22 PM
    c757172 c757172 Oct 15, 2014 6:48 PM Flag

    Shorts have to pay the dividends on the shares they borrowed to sell short.

  • c757172 c757172 Oct 15, 2014 6:35 PM Flag

    No. This was a smokescreen. Two other officers sold when Berger bought... Well, did he meet expectations?

  • Reply to

    How about an uptick occasionally

    by dickgreene45 Oct 14, 2014 2:29 PM
    c757172 c757172 Oct 15, 2014 5:55 PM Flag

    Today EXTR released a PR about some actual sales so you got a 4% uptick. This was a head fake. After the hours, EXTR warned about a large shortfall in revenues. Tomorrow there will be a 25% downtick. Obviously the bad news were known. This is why Berger was a sole buyer of the stock in Aug (a smokescreen), and the stock has been behaving so poorly recently.

  • c757172 c757172 Oct 15, 2014 5:11 PM Flag

    I feel like I've been swindled by Berger. When he bought Enterasys he said that the combined companies would earn $0.15 in their first quarter. Now, it is a loss and sales are dropping. Can he really run the business or is he only about pep talk? The tangible book value of EXTR is zero and there is no bottom protection for the stock. 5 CEOs in the last decade. Is Berger the worse? He will certainly be last for good or bad.

  • Bought Enterasys and destroyed the balance sheet of EXTR. Promised revenue growth and profits.
    Instead, revenues have been dropping and GAAP losses have been mounting. $135M revenues vs $152M projected. Excuses galore.

  • Reply to

    How about an uptick occasionally

    by dickgreene45 Oct 14, 2014 2:29 PM
    c757172 c757172 Oct 15, 2014 4:16 PM Flag

    Today you got your wish.

  • David Seaburg, head of equity sales trading at Cowen and Company, thinks the worst isn’t over for Icahn and other Transocean investors.

    “This stock is going lower,” Seaburg said. “There’s no question about it.”

  • Reply to

    Math

    by santa_clara_greg Oct 9, 2014 9:20 PM
    c757172 c757172 Oct 14, 2014 9:30 PM Flag

    Steve Laub has been essentially bilking the company with his outsized stock awards. When trading Atmel, one should follow the lead of Laub. When he sells large amount of his shares so should you. This was true around $15, at the peak in 2011. This was true this September. Atmel is not an investment; it is a trade.

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