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Optimer Pharmaceuticals, Inc. (OPTR) Message Board

chuckpalot 15 posts  |  Last Activity: Jan 30, 2015 9:56 AM Member since: Nov 23, 2010
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  • A solid, dependable performer. Q after Q, year after year. Like a growth annuity.

    And don't forget the ace in the hole they're holding: SABMiller. If InBev finally makes a move for them this year MO will hit $65-$70 in a flash.

    MO = CORE HOLDING! Cha, Cha - ching!

  • Sit back, relax, and give it time. This JUGGERNAUT story is still gaining momentum. Unreal.

    G!! .Any old timers from 2012/13 still hang around here?

  • Firing on all cylinders!

  • Reply to

    Jellaba Deal and future

    by brucevodka Jan 26, 2015 10:41 AM
    chuckpalot chuckpalot Jan 26, 2015 11:28 AM Flag

    I'm posting a copy of the DJ news item from last week. It's certainly a possibility. Jolllibee is huge and if they have an appetite for a US biz, it's not a stretch to put DNKN on their radar given the big partnership just announced.

    I've said before DD doesn't need to be acquired to fulfill their destiny, but for the right terms and price, any business is "for sale". Time will tell.

    ---snip---

    Philippines' Jollibee says keen to buy a $1 bln U.S. fast food firm
    BY Reuters
    — 5:30 AM ET 01/22/2015
    * Jollibee has targeted boosting overseas revenues
    * Says acquisition will help it to serve mainstream US mkt (Adds company comments)
    MANILA, Jan 22 (Reuters) - Jollibee Foods Corp ( JBFCF ), the Philippines' largest fast food company, said on Thursday it is keen to buy a U.S.-based fast food firm with a market value of at least $1 billion to advance a goal of boosting revenues from outside its home base.
    In December, Jollibee, which outsells McDonalds and KFC ( YUM ) restaurants in the Southeast Asian nation, and a partner struck a deal with Dunkin' Brands Group Inc ( DNKN ) to open 1,400 new Dunkin' Donuts cafes in China over the next 20 years. Jollibee, in a stock market filing, confirmed comments on the U.S. market interest made earlier by Chairman Tony Tan-Caktiong to The BusinessMirror newspaper.
    Tan-Caktiong had said Jollibee may look for a partner for the possible acquisition but did not say whether the company was in talks with a prospective U.S. target or even if one had been identified.
    Cossette Palomar, Jollibee's investor relations manager, said she was not aware of any talks being held by the company's management with a potential target.
    A U.S. purchase could help it get a larger foothold in the world's biggest economy where its market is currently limited to Filipino communities.
    "If we acquire a U.S. based fast food (firm), that would mean we will be able to serve the mainstream market so the coverage will be wider."

  • Reply to

    Q: Who's Eating Micky D's Lunch?

    by chuckpalot Jan 23, 2014 10:59 AM
    chuckpalot chuckpalot Jan 23, 2015 1:08 PM Flag

    One year later, to the day, and the downward trend continues for MCD; sales, profits, comps, share price, whatever metric you want to use.

    Where is "great trader"? Hope he's OK!

  • chuckpalot chuckpalot Jan 21, 2015 10:41 AM Flag

    I like this company and believe they will successfully turn the big blue battleship around - eventually.

    But, for now, I see no reason to put a nickel into the stock. Dead money until they show Wall St. they have a plan and are executing on it without the need to play accounting games. IBM could be the biggest DOW loser AGAIN in 2015 - that would be three years in a row. Not sure if that's ever been done before...

    Good Luck!

  • Lot's of broken parts here. Gonna take at least a year to trim the fat, launch new best of breed products, streamline the org, etc. etc. Big job ahead - along with beheading another 25,000 staffers.

    Dead money for 12 months - unless you're short. Then you've got a 10-15% gain this year.

  • chuckpalot by chuckpalot Dec 9, 2014 3:19 PM Flag

    VZ has tested $45.90ish several times - five to be exact - over the past two years. Watch that level; a breach could ignite more selling pressure.

    Personally, I've got some powder ready for this selloff, a decent BUY down here.

  • With Apple poised to generate another $50- $60 BILLION in PROFIT next year - on top of the $150+ BILLION in it's coffers already, it's time to consider, once again, how best to deploy that capital!!

    Forget increasing the buyback/dividend, they're already doing that at an unprecedented rate.

    So, let hear some thoughtful ideas. Should they buy:

    Distribution a la NFLX?
    Content a la Disney??
    A new market a la Tesla?

    The imagination runs wild on this one...let's hear some thought from the strategic thinkers here!

  • Reply to

    do west coasters like dd

    by davidstone350 Nov 24, 2014 8:13 PM
    chuckpalot chuckpalot Nov 25, 2014 11:16 AM Flag

    David,

    You ask a great question, and one of the best answers I can think of is to share what happened here in the heart of Dunkin country (Boston) over 15 years ago when SBUX made it's own concerted effort to enter the market and, not surprisingly, many "experts" and locals thought it was doomed.

    The bottom line is they did not fail to attract their own dedicated and loyal following. They now have scores of thriving locations in and around greater Boston, and while still just a fraction of the DD footprint, the takeaway is clear; these two coffee giants can compete and coexist in the same markets.

    This is just one anecdotal reason why I believe DNKN will prosper out West. I don't know if you've spent time in California, but the demographics there are actually a huge plus for DNKN. In the Bay area, for every Silicon Valley geek or Nob Hill dilettante (SBUX devotees), there are dozens of regular, blue collar, folks (DNKNs sweet spot).

    Same thing in LA, San Diego, Long Beach, Sacramento, etc, etc.

    By rolling out "in size", and with a far better logistics, sourcing, and marketing, I'm convinced DNKN has the right mix (including mostly experienced and successful franchisees looking to expand out west) to finally establish a major presence in CA.

    It'll just take time...10 years from now there will be thousands of DD's scattered up and down the west coast.

    Oh, and by then, DNKNs share price will be much, much higher.

    Good luck!

  • chuckpalot chuckpalot Nov 21, 2014 10:21 AM Flag

    I don't disagree and have been building a position $10. Timing is the great unknown but I'm patient. Go China!

    Good luck!

  • The most impressive personal gadget I've ever owned and takes Industrial Art to a whole, new, gigantic level!

    It's a category killer, it's gonna take the world by storm, and, of course, put billion$ more into the Apple coffers.

    This customer and shareholder could not be happier!!!

  • Reply to

    Does Wayfair Sell Woodsheds?

    by chuckpalot Nov 12, 2014 3:45 PM
    chuckpalot chuckpalot Nov 12, 2014 4:15 PM Flag

    Grabbed some shares before the close. Let's hope I didn't catch a falling chandelier...

  • Serious spanking going on here after what I thought was a fairly decent Q.

    No position - yet - but I've been watching since the IPO, which now looks failed with a 50% haircut from its high. Can't figure out where the bottom will be but my hunch is we're getting close. May nibble on the close to initiate.

    In a year this could be a double, or more all by itself. Or Mr. Ma may come calling to open up a "pre-fabbed" US based outlet, complete with infrastructure, personel, etc. for $3.5 B (chump change to Baba).

  • Reply to

    Ignore the Soapbox Blowhards Here

    by chuckpalot Sep 15, 2014 10:29 AM
    chuckpalot chuckpalot Nov 3, 2014 12:25 PM Flag

    Another nice Q from MO. Talk about pricing power....

OPTR
12.780.0000(0.00%)Oct 23 4:00 PMEDT

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