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Special Diversified Opportunities Inc. Message Board

culleraa 26 posts  |  Last Activity: Aug 27, 2015 7:03 AM Member since: Apr 27, 2005
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  • But not after CEO/CFO gave further presentations... FP to settle lawsuit. Now ain't that just wonderful....

  • Reply to

    Interesting 13D/A

    by mhat_me Jun 2, 2015 6:35 PM
    culleraa culleraa Jun 10, 2015 8:54 AM Flag

    Quite so. And looks bad when things did not pan out as they hoped. Some bad luck, some not. Based on personal experience the essential difference between a hostile and friendly takeover is how the current management makes out! In the friendly version, management get their full % plus golden this and that for as long as can be negotiated. In the hostile version, the value difference is collected by the acquirer, albeit exiting management can damage the company. Very odd outcome considering Broadwood is not just the usual 5% hedge fund..

  • Analysts lining up to ask questions. Hasn't been a feature of a Sigma call for 5 yrs or so! Factoring back the cash Sigma is/was trading at 1x sales... which allows for a bullish call. Old Broadcom is back in favor with a 3.5ish valuation which would put Sigma on 20 or so. Broadcom makes money though, and for signa to do that it would need to double sales. That's not going to happen until all divisions contribute to growth. But watch out if they do. Meanwhile i Would expect a target of 15 from someone soon.
    Meawnwhile Zwave rockets up. At a run-rate of 50m revenues, that would equate to an IPO of the entire current Sigma valuation... and maybe then some.

  • For marketing anyways. Numbers are so small that "success" seems to go from 5 to 8 out of 12 patients. Single-arm study has its disadvantages. I guess the three would be happy though. Looks like pr "leak" caused the vol spike yesterday?

  • Reply to

    Interesting 13D/A

    by mhat_me Jun 2, 2015 6:35 PM
    culleraa culleraa Jun 6, 2015 5:26 PM Flag

    Hmm: "growing concerns regarding the ... Board's ability to effectively represent shareholders. Odd that if you have 20%+ shares you need to make a public filing just to change the BOD? especially if you know many other shareholders want a change, too. Sounds like the BOD has had an offer.... they said NO or not now ... the "bidder" went to the major shareholders who think at least maybe... and need a pliant Board just to get to the next step. Point being that bidder can always go hostile, but doesn't want to, or even need to, if Board plays along.

  • Not much, but number moved the needle by 0,01% to 0.59% market share.Zubsolv appears to have peaked at 5.5% ish market share, unless they are able to come up with some new tricks. One might be aggressive discounting....

1.08+0.01(+0.93%)Sep 4 3:40 PMEDT