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Xerium Technologies Inc. Message Board

citiccgirl 70 posts  |  Last Activity: Jul 22, 2014 11:45 AM Member since: Apr 18, 2008
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  • citiccgirl citiccgirl Jul 22, 2014 11:45 AM Flag

    Link to SA article I quoted: http://seekingalpha.com/article/2262853-cramers-mad-money-youre-in-good-hands-with-a-stock-nobody-talks-about-6-10-14

    Sentiment: Strong Buy

  • IPG is going to be on Cramer tonight

    Cramer's Mad Money - You're In Good Hands With A Stock Nobody Talks About (6/10/14)

    Omnicom Group (OMC), Interpublic (IPG). Other stocks mentioned: Yahoo (YHOO), Yelp (YELP)

    There is a rising tide of consolidation in a whole range of industries. Cramer thinks there is a reason to pay a bit more for stocks that might be taken over. The failed merger between Omnicom Group (OMC) and Publicis would have created an advertising monolith. This is good news for Interpublic (IPG), which now is "takeover target number one," given increasing competition in the advertising space. IPG is a cash cow with a market cap that is "easily digestible." It isn't merely a takeover target, but it also has solid fundamentals. The company has experienced a major turnaround, has sold off non-performing assets and is an "ATM machine" of an advertising company. The company saw 6.6% organic revenue growth. It has been winning major accounts in healthcare and the auto industry and has implemented cost savings initiatives. It boosted its dividend by 27%. IPG sells for a multiple of 16 and could fetch a 20% premium in a takeover deal. Investors will either see a takeover or their stock will move higher.

    Sentiment: Strong Buy

  • SN Sanchez Energy outperform at Iberia target $41 CNBC just now...Brian Willimas

    Sentiment: Strong Buy

  • June 16, 2014

    07:39 EDT SN
    theflyonthewall Sanchez Energy price target raised to $44 from $38 at Stifel
    Stifel increased its price target on Sanchez Energy (SN) after the company acquired Eagle Ford Shale assets from Royal Dutch Shell (RDS.A). The firm thinks that Sanchez can add significant value to the wells, and Stifel says that it will double the size of the company's assets. It keeps a Buy rating on the stock

    Sentiment: Strong Buy

  • Commodities Trader is in: SN Long Position Update

    SN, a GROWX name, is an onshore oil & gas exploration co focused on shale plays with a current focus on the Eagle Ford Shale in South Texas where the co has 120,000 net acres and the Tuscaloosa Marine Shale in Mississippi and Louisiana where it has 40,000 net acres.

    SN was spun off from privately-held Sanchez Oil & Gas in late 2011.

    About 77% of SN's reserves are oil with 12% natural gas and 11% NGLs. SN has been ramping production in recent quarters (1Q14 production jumped to 18,784 BOE/Day from 3,943 in 1Q13).

    The stock jumped in mid-May when SN announced it would acquire additional Eagle Ford assets from Royal Dutch Shell for $640 mln (deal closed on June 30).

    It's a large deal as it doubled SN's Eagle Ford acreage to 226,000 acres and doubled production to 42,800 BOE/D.

    The deal is immediately accretive to earnings and it's expected to generate a "substantial amount of near term cash flow." Clearly, the market is pleased as most analysts believe it was a good price and it was quality acreage.

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Jul 17, 2014 9:39 AM Flag

    Thank you!! :)) I'm in now I should have bought yesterday...thank you!

    Sentiment: Strong Buy

  • 11-Jun-14 08:23 ET
    SN did their offering for the 5 million shares for the company, but not the 6,285,638ml share filing for selling holders...they can float that at any time, as you know...even months from now...so not a big deal. I just saw that.

    See secondary filings and the one completed offering for the comapny below:

    13-Jun-14 03:24 ET

    SN

    Sanchez Energy prices 5 mln shares of common stock at a price of $35.25 per share (36.32 )

    SN

    Sanchez Energy announces offering of 5 mln shares of common stock (34.71 )

    Co announced that it intends to commence an underwritten public offering of 5 mln shares of the co's common stock. The co intends to use the net proceeds from this offering to partially fund its pending Catarina acquisition. If the pending Catarina acquisition is not consummated, the co intends to use the net proceeds from this offering for general corporate purposes, including working capital and to repay borrowings under its credit facility. Mr. A.R. Sanchez, Jr., Sanchez Oil & Gas Corporation and TAEP Security Trust expect to grant the underwriters a 30-day option to purchase up to an additional 750,000 shares of common stock. The co will not receive any proceeds from the sale of stock by the selling stockholders.

    11-Jun-14 08:20 ET

    SN

    Sanchez Energy announces private offering of $700 mln in Senior Notes (34.71 )

    Co announced that it has commenced a private offering to eligible purchasers of $700 mln in aggregate principal amount of senior notes due 2023. Sanchez Energy intends to use the net proceeds from this offering to fund its pending Catarina acquisition and for general corporate purposes, including working capital and to repay borrowings under its credit facility.

    11-Jun-14 08:15 ET

    SN

    Sanchez Energy files for 6,285,638 share common stock offering by selling shareholders (34.71 )

  • News Breaks

    July 10, 2014

    06:00 EDT PAY
    theflyonthewall eBay repatriated cash likely to be used for M&A, says Piper Jaffray
    Piper Jaffray believes a large part of the $9B in cash eBay expects to repatriate to the U.S. will be used for acquisitions in the payments space. The cash, equating to $6B net of taxes, could help eBay take advantage of the shift to mobile payments, the firm says. Piper lists Square, VeriFone (PAY), iZettle and Corduro as companies in the payment space that are within acquisition range for eBay. The firm has an Overweight rating on eBay with a $63 price target.

    Cramer PAY

    My Favorite Point-of-Sale Stocks
    By
    Jim Cramer
    | Jul 7, 2014 | 3:00 PM EDT

    "I have felt that VeriFone (PAY), if it ever got its act together, could be a logical fit for anyone trying to establish dominance at the retail register. That time has come and Verifone stands right in the middle of an important upgrade cycle for electronic payments that has been shown to stop fraud rather dramatically. All the major credit companies are behind EMV, the embedded chip system, and a survey by NXP Semiconductors (NXPI) released last week shows that the consumer is at last ready for them both and the bank and the retail level. As long as Verifone had some accounting issues it was pretty much out of the question to be able to buy this company. That's no longer the case. Seventy percent of all U.S. credit cards should have this technology by 2015. I think Verifone is in the sweet spot because of its knowledge of EMV technology

    Remember, I like to win both ways, fundamentals and takeovers."

    Sentiment: Strong Buy

  • citiccgirl by citiccgirl Jul 9, 2014 1:50 PM Flag

    7/09/2014 @ 9:43AM 2,026 views
    'Smart Biotech Hedge Fund Worth Watching Had Therapeutics MD Before Pop'
    Bryan Rich Bryan Rich , Contributor

    Biotech stock Therapeutics MD (TXMD) was up 32.5% on Tuesday, lifted by brokerage house FBR Capital initiating coverage with an incredible $34 price target. Based on TXMD’s Tuesday closing price of $5.47, the FBR price target would mean a 600% return.

    TXMD is owned by the billion-dollar biotech hedge fund RA Capital Management. RA is experienced in the business of biotech investing, and owns more than 6% of TXMD.

    RA is one of our favorite hedge funds to piggyback. It’s run by Peter Kolchinsky, a PhD from Harvard. The fund has one of the best track records in the world, averaging 41% a year since 2002.

    Sentiment: Strong Buy

  • Reply to

    AMEN, this Little Fish just added more Shares!!! :-)

    by ms65 Jul 9, 2014 12:05 PM
    citiccgirl citiccgirl Jul 9, 2014 12:16 PM Flag

    There is no secondary coming. They have plenty of cash. My news service made a mistake and they corrected it. FBR does not underwrite secondaries anyway. We are good to go :)

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Jul 9, 2014 11:19 AM Flag

    I posted an error that there was a secondary looming yesterday. My news service reported there was one, but they removed it because they were wrong. I am setting the record straight. TXMD is not going to do a secondary. They have plenty of cash. you see a lot of people on this message board picked up on my post yesterday and are spreading this rumor..

    Sentiment: Strong Buy

  • I had to post it in three different posts...buy TXMD

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Jul 9, 2014 11:10 AM Flag

    Cc: Corrections;
    Subject: TXMD
    Thank you for pointing this out. I am very sorry for the confusion, we have removed that entry from our archive.

    Please let me know if you have any other questions or comments.
    Regards,
    Craig

    I spoke to Investor Relations at TXMD last night too. They assured me there is NO FILING. He thanked me for bringing Briefing's mistake to his attention, since others had asked about it!...so sorry!

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Jul 9, 2014 11:08 AM Flag

    TXMD does not have a filing out there!! Briefing made a mistake on that filing..they pulled the June 9th story about it after I asked them if it was really TXMD that filed that offering..

    I told then in a feed back that i could not find it on TXMD's news, or on The Fly on the Wall or anywhere else. Apparently I put my email address in the feed back incorrectly....i can't type. I called them and got upset that they didn't answer me and that they just pulled the news (I would have bought TXMD back)....They said it was because I didn't put in my email address correctly.

    I called them and they sent me the response they tried to send out yesterday

    Sentiment: Strong Buy

  • Yahoo will not let me post the correction!

    Sentiment: Strong Buy

  • TXMD Watch out for this one...i didn't see this

    09-Jun-14 08:59 ET

    Filings, Offerings and Pricings

    Filings:

    TherapeuticsMD (TXMD) filed for a 10 mln share common unit offering and a ~32.35 mln share common share offering by selling security holders.

  • citiccgirl by citiccgirl Jul 8, 2014 2:12 PM Flag

    Short Float 18.01%

    Sentiment: Strong Buy

  • TXMD TherapeuticsMD (TXMD ) initiated with a Outperform at FBR Capital; tgt $34. Firm believes co is well positioned to change the manner in which women are treated with hormone replacement therapy. They believe the drug could be the only bio-identical hormone formulation approved by the FDA, and new drug compounding regulations may permit the capture of disproportionate market share. They also believe it is reasonable that TherapeuticsMD could establish a sales and marketing presence adequate to market the HRT products, but they are mindful that the size of the commercial opportunity may attract interest from other biopharma companies seeking exposure to a therapeutic space that could experience re-growth.

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Jul 8, 2014 7:39 AM Flag

    Ref Link https://www.youtube.com/watch?v=5R0_FJ4r73s

    Sentiment: Strong Buy

  • News Breaks

    July 8, 2014

    GTAT

    Leak points to sapphire screen for 4.7" iPhone 6

    A newly posted YouTube video supposedly shows the screen that will be used in Apple's (AAPL) upcoming 4.7" iPhone 6 and claims that the part confirms that the smaller new model will have a sapphire display, not Gorilla Glass from Corning (GLW). The video adds that the existence of the part dispels rumors that only the larger, 5.5" iPhone 6 would feature a sapphire display. Note that Apple has a sapphire contract with GT Advanced Technologies (GTAT).

    Sentiment: Strong Buy

XRM
13.37-0.01(-0.07%)Jul 23 4:04 PMEDT

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