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HP Inc. Message Board

crazyworld4u 216 posts  |  Last Activity: Apr 26, 2016 8:16 PM Member since: Sep 27, 1998
  • Reply to

    SIGM is now a Bretelon play........

    by crazyworld4u Apr 26, 2016 12:30 AM
    crazyworld4u crazyworld4u Apr 26, 2016 8:16 PM Flag

    Exactly! And, btw, LoRa units are nowhere as good as Bretelon's ultra low power LTE units!

  • I'm expecting SIGM to stay in a relatively narrow trading range until the new Bretelon LTE IOT very low power devices hit the market with significance starting in 2017. Then, imho, SIGM's stock "will start to sprint" as in the words of the CFO on the most recent conference call. Those Bretelon $5 a piece devices (or therabouts) should sell by the millions - worldwide, and SIGM, I believe, will then have a super cycle equal to the one that shot them up to $70 a few years back (though I am not predicting or looking for $70 this time).
    TV silicon will be nice, and their existing regular ZWave business will remain nice, but those new Bretelon devices really do look to be a hot item. I can think of numerous places that I would like to place one right now, and would, if I could buy one. And utilities (water meters, electric usage, nat gas, etc) should love them.

  • Reply to

    Looking for an entry for next leg up

    by rbgmauq Apr 20, 2016 10:55 AM
    crazyworld4u crazyworld4u Apr 26, 2016 12:18 AM Flag

    I basically agree, especially that it would take another company at least twice what FUEL is going for to build up the same infrastructure.
    So, the question is, would another company want something that is essentially what FUEL is and has to offer?
    I think the answer is yes. FUEL's products offer real and satisfactory returns on investment in certain sectors.
    But mainly, FUEL's vast network of computing power would be very hard to duplicate in a short time period, for ANY company, even a very large one. imho

  • Reply to


    by jisleibmin Apr 13, 2016 9:30 AM
    crazyworld4u crazyworld4u Apr 13, 2016 10:11 AM Flag

    All of the same analysts that are now changing their price targets to $15, or so, had price targets of over $100 a few months ago. WHY would anyone EVER give any consideration to anything they EVER say?

  • crazyworld4u crazyworld4u Apr 12, 2016 10:58 PM Flag

    You don't read very well! I did not pay ANY premium for Puts. I sold Puts short and took in premium. Obviously, you don't understand options too well.

  • crazyworld4u crazyworld4u Apr 12, 2016 5:21 PM Flag

    "What does your research show now?" you ask me.
    Well, first of all, my research was correct and I had a LONG position BUT made a profit on this disaster.
    How? My research told me, correctly, that even IF the ODAC meeting gave a rejection to ROCI that the stock would not stay below $10 (IF it even went below $10 temporarily) because of Rucaparib and because of CLVS' net cash position. So, I was loaded up with a SHORT $10 April PUT position (essentially a long position).
    Result: ODAC meeting bombed for CLVS, stock dropped more, I made a profit anyway, and closed the short Put position.
    What about now?
    I'm going to do it again with probably July 10 Puts. Won't matter if the June 28th PUDUFA date is also a NO.
    Ultimately, I plan to go LONG on the actual shares as I feel that Rucaparib is a much better bet than Roci and will get accelerated approval. So, Astra Zeneca won one and now they will lose one to CLVS. I believe Rucaparib, alone, is worth $30 per share to CLVS (at least).
    On a side note, I thought those most of those MDs on the ODAC panel were morons.

  • Reply to

    Place for rociletinib

    by j_dog_53045 Apr 9, 2016 1:49 PM
    crazyworld4u crazyworld4u Apr 9, 2016 5:09 PM Flag

    Even IF Rociletinib is a 100% failure (which I don't believe), CLVS' second drug for advanced Ovarian cancer, Rucaparib, will be, imho, a $1 billion blockbuster and by itself send CLVS to at least $50. That's my true belief and I am taking action accordingly. Rucaparib is, as of today, one of the best Ovarian cancer drugs EVER. And, Ovarian cancer is a huge, terrible, extremely hard to treat form of cancer. Also, it should have use in other cancer types, with patent protection until 2035!! Anything can go wrong, obviously, and there are never any guarantees with any drug (as we saw with Rociletinib) but Rucaparib looks very very good. Notice that almost every news story on Friday failed to even mention Rucaparib, including Fuerstein, who I HATE with a passion.

  • AVASTIN is the number 1 selling anti-cancer drug in the world and it has a BLACK BOX warning!
    This talk about black box warnings is laughable. Virtually ALL of the candidates that might take CLVS' drug that is now up for approval will be dead, no matter what they do, within a few years. I don't think a black box warning on a drug they might take is the biggest thing they have to worry about right now.

  • Does anybody take the time to actually do any research? If you do your homework, read all press releases, and listen to all conference calls, you won't need to read or worry about any bs that any analysts or reporters, like Fuerstein for example, write about CLVS or any other stock.

  • Reply to

    Fast $3

    by nvnnu Apr 8, 2016 10:59 AM
    crazyworld4u crazyworld4u Apr 8, 2016 11:50 AM Flag

    You say, "In view of the information released this morning, what company would even think about buying them?"
    Remember, they have a second, MUCH better drug, that is also up for approval later this year. The other drug has been shown, so far, to be THE BEST drug ever seen, bar none, for a certain type of advanced ovarian cancer. Even IF their first drug FAILS totally the second drug looks like a blockbuster worthy of this company being a buyout candidate.

  • Reply to

    Analyst Comments: Expect Approval on 12th

    by rn1.golfer Apr 8, 2016 11:24 AM
    crazyworld4u crazyworld4u Apr 8, 2016 11:46 AM Flag

    There is NO approval or lack of approval on April 12th!! That day is ONLY a recommendation to the full FDA to approve or not! The actual decision date is June 28th!! GET YOUR FACTS STRAIGHT!

  • Reply to

    10% drop ?

    by muench.john Apr 4, 2016 4:49 PM
    crazyworld4u crazyworld4u Apr 4, 2016 7:32 PM Flag

    Stock dropped today because of the story in WSJ I believe it was. Story sited some supposed oncology expert who questioned CLVS' honesty. He may or may not be totally off base. But just bringing up the possibility of dishonesty did in the stock. Personally, I feel it was a little slanted against CLVS.

  • Reply to

    april 12th

    by muench.john Apr 4, 2016 6:09 PM
    crazyworld4u crazyworld4u Apr 4, 2016 7:28 PM Flag

    It doesn't work that way. On 04/12 the advisory committee will only recommend to FDA either approval or not.
    Then the actual decision by FDA will likely be in July. The 04/12 decision to recommend or not will be around 1 pm edt. That meeting starts 8:30 am and ends about 1 pm. Also, it is likely that trading in the stock of CLVS will be halted all day on 4/12.

  • Reply to

    who is Sigma's chairman of the board?

    by namedashnumber Mar 25, 2016 9:44 AM
    crazyworld4u crazyworld4u Mar 26, 2016 12:26 PM Flag

    "In January 2014, we appointed J. Michael Dodson as our Lead Independent Director. Mr. Dodson, as our Lead Independent Director, performs the functions of the
    Chairman of the Board, which position is currently vacant."

    Sentiment: Strong Buy

  • Reply to

    .07 eps beat. +.02 vs -.05 consensus

    by brokersmakeyoubroker Mar 23, 2016 4:09 PM
    crazyworld4u crazyworld4u Mar 24, 2016 9:25 PM Flag

    You are a pompous arrogant animal.

    Sentiment: Strong Buy

  • Reply to

    .07 eps beat. +.02 vs -.05 consensus

    by brokersmakeyoubroker Mar 23, 2016 4:09 PM
    crazyworld4u crazyworld4u Mar 24, 2016 5:00 PM Flag

    I'm BUYING on this decline for a REAL, long-term INVESTMENT. I understand fully WHY there was a temporary decline in quarterly sales. It was totally expected and was 100% predicted by management months ago. You guys that are depicting the earnings report as terrible etc are nothing more than SHORTS, so I guess I understanding why you're doing it. Good luck with your short positions but I would not look for much more on the downside. You really should start closing that position out imho. You'll only get more downside IF the whole market has a big decline (which is a possibility but too uncertain). What is certain is that SIGM will be much higher a year or two from now.

    Sentiment: Strong Buy

  • Nothing more, nothing less. NOTHING wrong at all.

    Sentiment: Strong Buy

  • Reply to

    AH means nothing.

    by brokersmakeyoubroker Mar 23, 2016 7:12 PM
    crazyworld4u crazyworld4u Mar 23, 2016 8:31 PM Flag

    I don't think Sigm "will be back in the teens soon." But, it probably won't be back near 5 either - unless the market crashes again (a possibility). Personally, I look for a 2016 that will have a slight upward bias and then a real nice jump in 2017 and 2018. This one is a really nice "investment" to hold over the next several years imho and too tricky to "play."

  • Reply to

    .07 eps beat. +.02 vs -.05 consensus

    by brokersmakeyoubroker Mar 23, 2016 4:09 PM
    crazyworld4u crazyworld4u Mar 23, 2016 5:59 PM Flag

    You guys with a "short" interest are sounding really desperate. You have absolutely nothing to help you out here. You only have a few months left to attempt to get SIGM down because by 2017 it IS going to be all over for you. SIGM is going to be in a real BOOM phase again.

  • Reply to

    .07 eps beat. +.02 vs -.05 consensus

    by brokersmakeyoubroker Mar 23, 2016 4:09 PM
    crazyworld4u crazyworld4u Mar 23, 2016 5:56 PM Flag

    alan_econ, you don't know what you're talking about either. Besides the seasonal decline in TV chips, there was an expected hiccup in Zwave chip sales due to a "temporary" inventory adjustment by Telcos. When that adjustment is over (2nd half of this calendar year) and the Chinese and Korean Telco Zwave markets kick in, Zwave will be right back to strong sequential revenue growth. If you bet against that happening and you, for example, short SIGM, you WILL get severely damaged.

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