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Oshkosh Corporation Message Board

delmur 57 posts  |  Last Activity: 20 hours ago Member since: Jun 7, 1999
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  • All good points and thanks....being that I am probably older than most here and retired, (but still enjoy investing) I'm thinking that maybe I have enough ARWR and now may start picking up some of Roche and Novartis.....atleast I can get a decent yield on dividends and they are both at the low end 52 wk share price. All of which makes me think that they are hoping ARC comes through so they can add it to get their share price hopping again. And then there is always the potential for a buyout bidding war in the future....Thanks again, one of the best boards on here.

  • The problem as I see it is which way to invest in this situation? Buy Roche and Novartis....or keep buying ARWR?
    If ARC works to it's potential then I can't see how Roche and Novartis won't want it at any price, because they are bound to make money on it. My problem is who will make the most money and who will get the most use out of it?
    And as a caveat, I'm not in this only for the money and really do hope this works and used to it's best potential.

  • nprDOOTorg/sections/thetwo-way/2016/02/02/465327365/zika-virus-acquired-through-sexual-transmission

  • delmur delmur Jan 29, 2016 10:41 AM Flag

    sorry for the weird cut and paste

  • delmur delmur Jan 29, 2016 10:39 AM Flag

    It's my understanding that MVIS projector is part of the Devices business and is considered a "battery" first (because it can charge a phone) and a projector second. And this is what they are saying about their Battery business under the Devices section of the Consol. Finance.
    "Devices
    Sales are expected to be
    lower than the July forecast mainly due to a decrease in sales of lithium
    -
    ion polymer
    batteries and
    the
    impact of
    a
    temporary decrease in image sensor productio
    n due to
    a
    production equipment
    problem
    .
    Although this production equipment problem has been remedied,
    sales are expected to decrease in
    the
    second half of the current f
    iscal
    year
    as well
    .
    The forecast for operating income remains unchanged from the July
    forecast mainly due to the above
    -
    mentioned decrease in
    s
    ales being offset mainly by an increase in productivity and
    yield
    in
    the
    image sensor business
    as
    well as a red
    u
    c
    tion in costs
    .
    13
    Son
    y is currently in the process of its annual review of its Mid
    -
    Range Plan, including for the battery business,
    which process is ongoing. With regard to the battery business, increasingly competitive markets affected the
    current quarter’s financial performa
    nce
    ,
    are a factor in revising downward the full
    -
    year forecast, and could continue
    to adversely affect this business. It is therefore possible that the above
    -
    described
    business environment
    might
    result in an impairment charge against long
    -
    lived assets in t
    he battery business.

  • Reply to

    Saw this on another board...probably why down today

    by delmur Jan 25, 2016 12:36 PM
    delmur delmur Jan 25, 2016 5:42 PM Flag

    Did you happen to read the last sentence above, cognac?..
    "All I did here was offer possible reasons why ARWR was down today and almost all other bio stocks were up "at the time I posted"."
    When I posted everything that I saw (followed) in biotech was up, ARWR was the only one "AT THE TIME" that was dropping and dropping hard. Now I'm quite sure you are just as unhappy as I am about losing money in this stock AT THE PRESENT TIME....but don't think that everyone that is trying to post something of relevance is trying to bash ARWR. IWO GET A GRIP!

  • Reply to

    Saw this on another board...probably why down today

    by delmur Jan 25, 2016 12:36 PM
    delmur delmur Jan 25, 2016 3:25 PM Flag

    to me as being an idiot then people like you on this board should read and have a better understanding of what I wrote as a headline for this thread. All I said was what is probably taking this down today....I know and I'm quite sure everyone here knows the difference. However, I'm not quite sure what the Street is saying by this SP. Is it saying that , yes, ARC works but there are a finite number of people with Hep-B, and that the vaccine is the future money drug for this disease? Is the Street saying look.ARWR does not want to sell, is trying to go it alone, so we're going to look elsewhere now to make the money now, and wait until later for ARWR when and if they have proven success....after all they have time to do that and can still pretty safely short it. Or if the street is just completely naive about ARWR's technology and what (I hope) it's going to do to disrupt med. delivery. Or is it something else that the Street knows about ARWR.
    All I did here was offer a possible reason why ARWR was down today and almost all other bio stocks were up at the time I posted.

  • Saw this over in #EXODUS Henry Fool 11:58 AM EST on Jan 25th 2016 @ $26.97 DVAX Dynavax Technologi 26.97 +1.52 (5.97%) Celgene Rumored to Bid for Dynavax The Rumor: Shares of Dynavax DVAX 5.68% surged higher Friday, on unconfirmed chatter Celgene CELG 0.49% would make a bid for the Berkeley, CA-based biotech company, whose product pipeline includes HEPLISAV-B, a hepatitis B vaccine. Dynavax reported earlier this month, preliminary top results of the phase 3 trial. "Sources" say Celgene could offer $45 per share in cash and stock. Spokespersons for Celgene and Dynavax did not respond to requests for comment.

  • Reply to

    Updated Qualper Website

    by atthefeetofmonsters Jan 21, 2016 11:10 AM
    delmur delmur Jan 21, 2016 2:37 PM Flag

    Well, if that date of 2015-11-26 means it's been on sale since then, then we should know soon how well it's been selling and when new orders will ever come.

  • Does anyone here know if the Surface Pro 4 is miracast connectable to the MP-CL1? Microsoft chat told me they didn't even know if the Pro 4 had miracast. Surprised at that and asked her to forward my comments up the ladder to suggest it would be better for sales either embedded or to miracast to projectors. Said she would. Thanks for any help, as I was/am considering purchasing a Pro 4

  • Reply to

    Great article on medical science

    by wayne14072 Jan 15, 2016 11:07 PM
    delmur delmur Jan 16, 2016 12:03 AM Flag

    VP Biden starting cancer research study at Uof Pennsylvania School of Med today on CSPAN talking about CAR T.... around the 23:30 minute mark, unfortunately they stopped after 27 minutes.
    c-spanDOOTorg/video/?403301-1/vice-president-joe-biden-cancer-research

  • Reply to

    abus trails arwr

    by A Yahoo! User Jan 14, 2016 9:36 AM
    delmur delmur Jan 15, 2016 4:30 PM Flag

    It is troubling when ARWR seems to be so under the radar from people who you would think are in the know.
    Take for instance this article in Market Watch which gives 10 biotech stocks to buy at cheap prices. It mentions ABUS twice in the article, once for it's value and then lower in the article for it's research on HBV drugs. Like I say, I just can't understand why none of these article seem to be giving ARWR any credit at all for what they are doing. Comments wanted.
    marketwatchDOOTcom/story/10-biotech-stocks-to-buy-at-silly-cheap-prices-2016-01-15?siteid=yhoof2

  • https://financeDOOTyahooDOOTcom/news/at-t-bringing-back-unlimited-data-plans-for-video-customers-145631271DOOThtml

  • Reply to

    A few observations from CES

    by fuzzie8 Jan 9, 2016 2:13 AM
    delmur delmur Jan 9, 2016 1:52 PM Flag

    ok hillerby, you got got your humiliating kicks in again, hope I made your day. Of course I meant how much brighter to the eye, esp. at daylight viewing. Is that okay to ask fuzzie, hillerby?

  • Reply to

    A few observations from CES

    by fuzzie8 Jan 9, 2016 2:13 AM
    delmur delmur Jan 9, 2016 1:26 PM Flag

    Thanks fuzzie.....how much brighter would you say is the 50 lumens Celluon than the MP-CL1?...thanks again

  • Reply to

    "reasonable" discount rate on Wall Street....

    by marcpuckett Jan 8, 2016 11:52 AM
    delmur delmur Jan 8, 2016 3:19 PM Flag

    Sounds like a sequel to "The Big Short" to me

  • Reply to

    Something doesn't seem quite right with Mavis

    by microwishin Jan 8, 2016 12:05 PM
    delmur delmur Jan 8, 2016 12:35 PM Flag

    When Apple is getting rid of the ear phone plug on the S7 because it is "too thick", then I doubt it will be any time soon before we get into an Iphone. Only hope I see is a slow down in all phone sales and something new and dramatic in battery and higher lumens in projectors with an even thinner projector profile than now.

  • Reply to

    Peters Blog: CES 2016 Day 2 Posted

    by atthefeetofmonsters Jan 8, 2016 9:24 AM
    delmur delmur Jan 8, 2016 11:03 AM Flag

    If (and when) they get to 50+ lumens (hopefully75-100?) then I think there would be a lot of us being ambassadors. I don't think I have ever seen a technology develop as slowly as this has.
    I too am confused why this tech still isn't known that well by other companies that could well use it, or by tech investors who can't see how this tech can be a money maker. But then again, I'm also confused why MVIS hasn't been able to convince more companies about the benefits of this tech.

  • https://youtuDOOTbe/Ko8AmT4Yw8Y
    think they are in Isreal

  • Reply to

    MP-CL1 has a good spot at CES 2016

    by meetcamkool Jan 6, 2016 1:57 PM
    delmur delmur Jan 6, 2016 4:10 PM Flag

    yes, encouraging.....wish we could know what the traffic is like

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