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CTC Media, Inc Message Board

cabogordon 29 posts  |  Last Activity: 13 minutes ago Member since: Feb 2, 2004
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  • cabogordon cabogordon 13 minutes ago Flag

    sounds good either way. all we can do is speculate. have a great weekend

  • cabogordon cabogordon 3 hours ago Flag

    they will need proof of adoption not just concept. buy out possible but the can needs to be kicked way down the road for both side of a deal. yet, very viable exit strategy for trov shareholders.

  • Reply to

    PEPSI

    by cabogordon 22 hours ago
    cabogordon cabogordon 3 hours ago Flag

    what fascinates me is PEPSI theory. right or wrong he points to some very good trade data on the short side. has to be acknowledged.

  • Reply to

    PEPSI

    by cabogordon 22 hours ago
    cabogordon cabogordon 3 hours ago Flag

    not worried at all. happy to buy more in the 4s or low 5s happy if it pops. as ,I stated this is just a learning for me. plenty of dry powder. just not willing to chase anything in this market. wait for things to come to you. blessings. have a great day.

  • Reply to

    PEPSI

    by cabogordon 22 hours ago
    cabogordon cabogordon 3 hours ago Flag

    watching the tape. waiting for the whack. yet,early volume is high. new buyers or short covering fake melt up to walk it down ... interesting case study here.

  • Reply to

    hungry for more info

    by cabogordon 19 hours ago
    cabogordon cabogordon 4 hours ago Flag

    my point was simply they need the reimbursement contracts in place prior to mass rollout. which could take a lot more time then anticipated as it layered with bureaucracies. I've been there as a CEO of a health care start up. it was brutal.

  • Reply to

    hungry for more info

    by cabogordon 19 hours ago
    cabogordon cabogordon 17 hours ago Flag

    regarding institutions DD you would think so. Yet, then why not disclose more details of pre rollout enrollments and commercial roll out and some type slide show highlighting action plan and timeline. TTOO is in the same boat in some regards but they have provided deal shops and retail guys working numbers to start modeling out opportunity. i think they sprayed the CC with merited enthusiasm but camouflaged some of the unknowns.. i believe they will get there and they have the cap runway . yet, i thinking well into 2016 before they truly monetize this platform

  • Reply to

    hungry for more info

    by cabogordon 19 hours ago
    cabogordon cabogordon 19 hours ago Flag

    the other big question is the time to get approved for reimbursements as this will greatly stymie the commercial roll-out. patients will be less likely to use this disruptive and potentially out performing platform if they have to pay for it. just leads me to believe we have a long way to go before this model is bringing in meaningful revenue. dont get me wrong love the story but alot of patience is going to be required perhaps more then i wanted to admit.

  • Upon listening to CC last night again: I tuned out enthusiasm and was surprised at the dodging of questions. Such as the number of groups or doc signed up in pre commercial roll-out as they only would state it was oversubscribed by 500% . the same type of slippery elusiveness was highlighted about the number of reps planned or how they would ramp up roll-out and any type of rev or break-even model based on testing. the CC left me with more questions then answers. it was like a roadshow that served only appetizers. i¨m just thinking out loud in my humble and often ill informed process.

  • Reply to

    Food for Thought

    by mannchris686 Aug 27, 2015 7:45 AM
    cabogordon cabogordon 20 hours ago Flag

    THANK YOU

  • Reply to

    PEPSI

    by cabogordon 22 hours ago
    cabogordon cabogordon 20 hours ago Flag

    the tale of the tape will be seen over the next few trading sessions. one of the hypothesis that make some sense to me was that we´re in a lull between news as much of it comes in late into Q4 thus those looking for a window of sideways trade have hit a opening. they are not presenting at ASCO they only have a booth. thus, not expecting much from there.

  • Reply to

    PEPSI

    by cabogordon 22 hours ago
    cabogordon cabogordon 21 hours ago Flag

    They would cover using there shares acquired in the offering with a pre arranged deal with a amt.

  • cabogordon by cabogordon 22 hours ago Flag

    Per Pepsi theory that the funds buying the last offering shorted the stock ( potentially ) on privileged information and they arranged the covering of shares with a pre arranged deal with a amt.

    per his theory todays action on low volume it will get whacked back down as the shorts continue to walk it down perhaps to the jan gap of 4.36.

    I watch not wanting to disprove his theory as if he is right it will be one heck of a learning curve for me. As, i have not seen this strategy implemented. i rather be wrong and learn and perhaps buy some shares in the mid 4s.

    blessing everyone...

  • Reply to

    Food for Thought

    by mannchris686 Aug 27, 2015 7:45 AM
    cabogordon cabogordon Aug 27, 2015 9:41 AM Flag

    mann: great post very well thought and presented. thank you . Are you in the camp then we trade down into low 4s ? seems like a lot of risk on a news driven stock to capture another buck. Yet, I guess the other side of the argument is that the shorts are in control ? thanks in advance for any reply. blessings. RG

  • cabogordon cabogordon Aug 26, 2015 11:38 PM Flag

    the testing and analytic will create a foundation of enthusiasm within the top docs in each category that can be leveraged for a wider and faster land grab versus heading to market with out the data set in hand. PS: the testing costs are nominal hardly a drag on burn these guys have a 2 year run way.

  • Reply to

    Bridger and others

    by pepsiberger Jun 22, 2015 4:59 PM
    cabogordon cabogordon Aug 26, 2015 11:22 PM Flag

    privilege info ? perhaps the SEC would be interested in your claims

  • Reply to

    Bridger and others

    by pepsiberger Jun 22, 2015 4:59 PM
    cabogordon cabogordon Aug 26, 2015 11:21 PM Flag

    BRIDGER MANAGEMENT, LLC Information

    90 PARK AVENUE,, NEW YORK, New York, 10016, (212) 918-0820

    founder Roberto Mignone

  • Reply to

    Bridger and others

    by pepsiberger Jun 22, 2015 4:59 PM
    cabogordon cabogordon Aug 26, 2015 11:07 PM Flag

    I will take this idea of yours and send it to TROV and Bridger team. keep you posted on replies.

  • Reply to

    chart

    by pepsiberger Aug 26, 2015 8:55 PM
    cabogordon cabogordon Aug 26, 2015 10:57 PM Flag

    Jrdelane. I was about to post my take on technicals. The daily chart is showing the MACDwith a touch of positive divergence as the RSI is in oversold territory. NIce little reverse hammer showed as well. albeit on the late surge. Stoch look curled up and ready to turn. I believe we see 6 plus by next week.

  • Reply to

    chart

    by pepsiberger Aug 26, 2015 8:55 PM
    cabogordon cabogordon Aug 26, 2015 10:28 PM Flag

    interesting observation, yet my only challenge to this idea is that the funds that bought the secondary had already owned shares near the offering price thus they would be hurting themselves. You can argue that they will run it back up to make up losses on previous positions prior to secondary. Yet, I've been in the game awhile and I just don't think this is the case. my simple conclusion is that its new driven play and that everyone is positioned. gun powder has been utilized. thus , it trading down with no buy side interest until the new flock of momo traders come in with new news. MY humble opinion.

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