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Ebix Inc. Message Board

cemadh_99 3 posts  |  Last Activity: Apr 28, 2015 2:26 PM Member since: May 8, 2009
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  • Google "Reg-Havas Afrezza"
    Afrezza is listed under "Q3" for New business.
    Havas is one of the world's largest global communications groups. It seems that Sanofi has retained Havas for their DTC (Direct To Consumer) ad campaign for Afrezza. Expected to go live by September 2015.

    Sentiment: Strong Buy

  • cemadh_99 cemadh_99 Apr 1, 2015 8:29 AM Flag

    kepler2stars - I hope you are right about Afrezza's market share. I am intensely long MNKD. But US Investor is even more long MNKD than I am. I know this because he is a friend. I know that this is an an anonymous stock board and you do not have to believe me. I just had to post this because a lot of people think "US Investor" is short MNKD. Is he bashing MNKD? Yes - he is - in a sense. He has been #$%$ OFF about 65% going to Sanofi. But he is still LONG and still hopeful that the share price will recover.

    Sentiment: Strong Buy

  • cemadh_99 cemadh_99 Apr 1, 2015 8:21 AM Flag

    stuart60611 - I am long EBIX. I think EBIX can earn $3 per share in the next 12 months and $4 per share in the next 5 years (60) months. $300MM revenues at 37% margin on 35M shares puts us close to $3 (and we are almost there). Even at a 15PE that means that the stock could double in 5 years. Along the way, the Fed could raise rates and the market could correct. EBIX could go from $30 to $25 or $40 to $30 or any other Price A to Price B. But if you think that eventually EBIX will be trading at $60 in five years, the wiggles along the way do not matter. In fact, even at $60 I may or may not sell depending on how the revenue outlook, pricing, margins and many other factors look.

    Sentiment: Strong Buy

35.60-1.41(-3.81%)May 29 4:00 PMEDT