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Apollo Global Management, LLC Message Board

citiccgirl 24 posts  |  Last Activity: Jan 22, 2015 5:02 PM Member since: Apr 18, 2008
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  • citiccgirl citiccgirl Jan 22, 2015 5:02 PM Flag

    Over the past several years, the company has increased its exposure to large biopharmaceutical companies through acquisitions and organic means, providing it with the opportunity to compete for large late-stage clinical development trials. In 2013, about 57% of its revenue was attributed to large biopharmaceutical companies. Its proprietary "Trusted Process" operating model provides it with a competitive advantage. Namely, the model standardizes methodologies, increases the predictability of the delivery of its services, and reduces operational risk.

    the industry climate is favorable for INCR as biopharmaceutical companies continue to outsource clinical trials -- particularly in complex, high-growth therapeutic areas. To put the opportunity into context, the company estimates that total biopharmaceutical spending on drug development in 2013 was about $75 billion and will grow 3-4% annually through 2018. Furthermore, INCR believes that the market for CRO services for Phase 1 - Phase 4 development services will grow at a rate of 8-9% through 2018.

    Sentiment: Strong Buy

  • These CROs are Poised For Solid Growth in Year(s) Ahead (INCR, PRAH)Anyone who has followed the IPO market over the past year or so is well aware of the barrage of development stage pharmaceutical companies going public. By our count, there were a staggering seventy-six pharmaceutical or biopharmaceutical IPOs in 2014. Furthermore, as we look at the IPO pipeline so far for 2015, there are plenty more pharmaceutical IPOs readying to go public. With so many companies raising capital to finance clinical trials, this should bode especially well for contract research organizations (CROs) which generate revenue by assisting in and conducting clinical trials for pharmaceutical and medical device companies.

    There have been two recent IPOs in the CRO field in recent weeks: INC Research (INCR) and PRA Health Sciences (PRAH). Both have performed well out of the gate, up 28% and 29% respectively, with INCR showing notable relative strength of late. While these may not be "homerun-type" names, we do feel that each offer solid longer-term investment opportunities due to the favorable trends underlying their businesses. In a volatile market, companies like INCR and PRAH -- which have strong backlogs -- may look more and more attractive to a growing number of investors.

    Here is a closer look at each company:

    For some background, INCR solely focuses on Phase 1 to Phase 4 clinical trials for biopharmaceutical and medical device companies. The company is particularly focused on trials surrounding the Central Nervous System, oncology, and complex diseases such as genetic disorders and infectious disease. Based on industry data, INCR estimates that these areas represent over 55% of total Phase 3 drugs under development

    Sentiment: Strong Buy

  • 20-Jan-15 15:20 ET


    Commodities Trade: PDS Long Position Idea (5.21 -0.16)

    I'm taking a 1/3 size long position in Precision Drilling (PDS) following our news... 'Hearing sell side shop out suggesting SLB could have an interest in PDS Precision DrillingPrecision Drilling.' Please see 15:16 post.

    Following the HAL/BHI merger, which hasn't closed yet, I've been watching for names that SLB may want to acquire following that giant merger. Earlier this morning, SLB had already reported that it had taken a $1.7 bln stake in Russia's largest oil and gas driller Eurasia Drilling Co. (EDCL), Ask $5.22. More color later... bigger than average volume happening right now.

    20-Jan-15 15:16 ET


    Precision Drilling: Hearing sell side shop out suggesting SLB could have an interest in PDS (5.06 -0.29)

    Sentiment: Strong Buy

  • GMLP Golar LNG Partners announces secondary offering of 7,170,000 common units by Golar LNG Limited

    GLNG is not doing a secondary but makes all the money :)) ..that's why you create a partner...GMLP is doing the seconday

    GMLP is GLNG's partner. GLNG is the Parent. Similar to CQP and LNG. The relationship benefits the Parent, as the partner is often used for issuing stock etc...that's why the dividend is higher for the partner, because the alliance benefits the parent.

    Sentiment: Strong Buy

  • FEYE Topeka believes FireEye shares could play "catchup" in 2015 following 2014 underperformance. The firm expects FireEye's position in Advanced Persistent Threat market, expansion of its Total Addressable Market through entry into Endpoint Protection, increased awareness of highly publicized data breaches, and operating margin expansion to drive shares.

    The firm rates FireEye a Buy with a $45 price target

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Dec 26, 2014 3:22 PM Flag

    GLNG is the one that will benefit the most. Not NVGS

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Dec 24, 2014 11:36 AM Flag

    That was the day after their earnings...I guess WFC doesn't agree with you!

  • citiccgirl citiccgirl Dec 24, 2014 11:35 AM Flag

    GLNG Golar LNG reported solid Q3 results, says Wells Fargo
    Wells Fargo views Golar LNG's Q3 results as "positive on just about all fronts" and attributes part of Wednesday's sell-off in shares to an "early misreading of the report that was picked up in trade press." Wells points out Golar reaffirmed its timeline for the Cameroon FLNG project. The firm reiterates an Outperform rating on the stock with a $67-$76 price target range.

    Sentiment: Strong Buy

  • Cramer said this yesterday about Nat Gas Carriers. He's a bit confused that Navigator is Product tanker Liquified Petroleum Gas....GLNG would be the one to benefit from what cramer is highlighting here..."It's still too early to begin picking among the rubble in the energy sector, Cramer told viewers, but that doesn't mean there aren't bargains to be had in stocks that have been wrongfully accused of being energy stocks. That's certainly the case with Navigator Holdings (NVGS) , Cramer pointed out. This purveyor of liquified natural gas ships doesn't have anything to do with the price of oil or gas.

    Shares of Navigator are down a stunning 40% from their highs, Cramer noted. Investors have mistakenly viewed the company as another casualty of falling energy prices. But what matters to Navigator is not the price of what it carries in its 26 vessels, but the imbalance of where gas is found versus where it needs to go.

    Navigator benefits from classic supply and demand: surplus versus shortage. The U.S. currently has a ton of excess natural gas while the rest of the world is in dire need of more. The U.S. has no less than five export terminals currently under construction. Just one of those terminals, the one being developed by Enterprise Product Partners (EPD) , is set to open in late 2015 and is already 85% subscribed. That terminal alone will need 25 new ships to transport its gas. "

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Dec 24, 2014 8:35 AM Flag

    Read this again! Cramer article from yesterday

    Sentiment: Strong Buy

  • What to Buy in Oil and Biotech?
    By Jim Cramer | Dec 23, 2014 | 2:36 PM EST

    "Now, how about the other group that is still in freefall -- the biotechs? I like Isis (ISIS) and I like Celgene (CELG) because they have been hammered and they both have products that aren't about to get the Express Scripts (ESRX) treatment.

    I think that ESRX has had enough of a run and I would rather own Cigna (CI) or UnitedHealth (UNH). Again, no hurry, but they are down and if we get some slower number we will wish we had bought."

  • citiccgirl citiccgirl Dec 17, 2014 11:22 AM Flag

    I meant I had a small position of VOLC, and i meant to add. Oh I wish had! My position in FEYE is larger :)

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Dec 17, 2014 10:28 AM Flag

    wow, i got downgraded by three people?

    Sentiment: Strong Buy

  • VOLC got bought out as predicted, I have a very small position. I forgot to add. I was going too :( I have so least I have some...but...but, can I go back in time? lol...I would use going back in time for something really important though!

    VOLC is getting bought out at $18 a the next prediction FEYE ...fingers crossed :))

    Sentiment: Strong Buy

  • VOLC Volcano: Philips (PHG) to acquire Volcano for $18 per share

    Royal Philips (PHG) and Volcano (VOLC) announced that they have entered into a definitive merger agreement.

    •Philips will commence a tender offer to acquire all of the issued and outstanding shares of Volcano for $18.00 per share, or a total equity purchase price of $1 billion (approx. EUR 800 million), to be paid in cash upon completion.

    •The board of directors of Volcano has unanimously approved the transaction and recommends the offer to its shareholders.

    •The transaction is expected to be accretive to Philips' reported earnings per share by 2017, and Philips targets an EBITA margin for its image-guided therapy business group of around 20% by 2017.

    The next company I predict will get bought out is FEYE :))

  • "Our pick of the year for 2015. We like TrueCar for its disruptive business model and believe that the rebounding auto industry should provide a tailwind for the stock, which is well positioned to grow its market share of U.S. auto sales. We remain long-term bullish on the company, which gives auto consumers a negotiation-free experience and makes pricing transparent, which is radically changing the way cars are sold in the U.S.

    Sentiment: Strong Buy

  • Reply to

    Analyst Coverage

    by johnnygogogo321 Dec 16, 2014 3:36 PM
    citiccgirl citiccgirl Dec 16, 2014 7:03 PM Flag

    Last TRUE analyst coverage I can find is copied below. Break Out stocks on Real Money, Cramer's paid site, said this today,

    TRUE--"We remain long-term bullish on the company, which gives auto consumers a negotiation-free experience and makes pricing transparent, which is radically changing the way cars are sold in the U.S"

    November 20, 2014
    TrueCar upgraded at RBC Capital
    As noted earlier, RBC Capital upgraded TrueCar to Outperform from Sector Perform. The firm upgraded the stock based on what it sees as solid management execution, strong growth prospects, and early evidence of model scalability. Target to $23 from $18.

    Sentiment: Strong Buy

  • Reply to

    $4th QTR Earnings ...

    by mr.megawatt Dec 12, 2014 3:15 PM
    citiccgirl citiccgirl Dec 12, 2014 3:50 PM Flag

    I meant they reported 4th qtr earnings lol

    Sentiment: Strong Buy

  • Reply to

    $4th QTR Earnings ...

    by mr.megawatt Dec 12, 2014 3:15 PM
    citiccgirl citiccgirl Dec 12, 2014 3:50 PM Flag

    TRUE They 4th qtr earnings them on 11/05/14...they were great! :) Lock up is behind them and they're doing great. It's a down Day in the market. A good time to add at the 8ema here

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Dec 12, 2014 11:33 AM Flag

    Through its more than 9,000 active dealer partners, the company gives consumers a negotiation-free experience and makes pricing transparent. The company provides guaranteed upfront pricing by showing consumers the dealer’s price on the car they want and what other consumers in their local area have paid on the same car and nationally as well. The company is seeking to branch its offerings into adjacent markets and plans to offer a trade in product, a loan platform and a leasing platform in the future. We also see the company’s growing OEM (original equipment manufacturer) incentives programs, for which they currently service 12 brands, as a driver of upside.

    TrueCar charges a dealer $299 for each new car sale it successfully brings to the dealer and $399 for each successful used car sale. Dealers love the service because it costs them less to acquire a customer via TrueCar than if they tried to woo the customer on their own. TrueCar delivers a customer who already wants to buy a particular car to the dealership. Dealers then have to spend less time on selling the customer. It also increases their volumes, which, in turn, gets them better pricing on new cars. About 80% of TrueCar’s sales are derived from new cars. The balance is from used cars. We initiated our position in TrueCar in October, on the day that Warren Buffett’s Berkshire Hathaway (BRK.A:NYSE) announced it was buying Van Tuyl Group, a privately-held auto dealership group that is the fifth largest in the U.S., which we viewed as validation of the health of the auto industry. We see TrueCar as a game changer and believe 2015 will be an interesting ride

    Sentiment: Strong Buy

24.87-0.18(-0.72%)Jan 30 4:01 PMEST

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