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Neuberger Berman Real Estate Se Message Board

dwoods4q 111 posts  |  Last Activity: 19 hours ago Member since: Mar 13, 2009
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  • Reply to

    Valuation question

    by dwoods4q Jan 27, 2016 9:56 AM
    dwoods4q dwoods4q Jan 27, 2016 5:05 PM Flag

    My pleasure and the same for you. Speaking of Frost , have you noticed the action yesterday and today in TRXC ?

  • Reply to

    The latest acquisition raises

    by dwoods4q Jan 26, 2016 12:16 PM
    dwoods4q dwoods4q Jan 27, 2016 4:52 PM Flag

    We could talk volumes on Frost , I'm sure , but this is not the time or forum. Working in the field, as you do , what is the time frame for reporting to the SEC a " Material effect event " and wouldn't the cost of an acquisition and asset qualify as one ?

  • Reply to

    The latest acquisition raises

    by dwoods4q Jan 26, 2016 12:16 PM
    dwoods4q dwoods4q Jan 27, 2016 2:39 PM Flag

    In business I do not take things personally. Let me ask a simply question , do you think that to announce an acquisition and asset purchase and not the cost is a prudent management procedure? Stock prices rise and fall due to many variables , management being just one of many. Comparing Frost et al over at OPKO to the group running QFOR is like comparing Jobs to Sculley currently , perhaps time will tell another story,
    I have stated my position on QFOR business model in the past, my concern is managements ability to carry it out. To answer your question I will, as I'VE stated, give management a couple of quarters to implement their stated plan. I agree with you regarding the amount of investment/speculation opportunities available.

  • Reply to

    Valuation question

    by dwoods4q Jan 27, 2016 9:56 AM
    dwoods4q dwoods4q Jan 27, 2016 1:31 PM Flag

    Have been in OPKO for years now. Awhile back while doing some DD on Frost/Opko I came across his connection. If you google Frost you will see TRXC listed under other affiliations . While doing my DD I liked what I saw in TRXC and bought for my SPEC . Portfolio. Got caught with/by the FDA postponement/extension last year but like TRXC chances . Seems like someone agrees with me lately...........

  • Reply to

    Valuation question

    by dwoods4q Jan 27, 2016 9:56 AM
    dwoods4q dwoods4q Jan 27, 2016 11:48 AM Flag

    I think with approval $10 to $15 per share is a steal with current share count. Dr.Frost from OPKO is behind the scenes here.

  • Reply to

    The latest acquisition raises

    by dwoods4q Jan 26, 2016 12:16 PM
    dwoods4q dwoods4q Jan 27, 2016 11:43 AM Flag

    Funny 3 thumbs down. Must be Star Trek fans " blindly going where no man has gone before". Seriously am I the only one who has a problem with the way management has been handling things for the last year or so. I always thought it was a positive to know , understand ones weakness's and to work on improving and eliminating them.

  • dwoods4q by dwoods4q Jan 27, 2016 9:56 AM Flag

    What is a company worth if they have a patented , FDA approved , state of the art robotic surgical device worth? Trxc has 100 million shares outstanding if the patent has a value of $1 billion then the PPS upon approval has how much upside? With decision expected soon this should be something to watch , IMO.

  • dwoods4q by dwoods4q Jan 27, 2016 9:37 AM Flag

    in 1st quarter 2016 according to my recollection from last CC. Has anybody seen or heard anything different?

  • Reply to

    Very interesting how out

    by dwoods4q Jan 26, 2016 1:20 PM
    dwoods4q dwoods4q Jan 26, 2016 6:22 PM Flag

    Upon further review the filing is an amendment to the original warrant issue , next time I will wear my glass's....

  • Reply to

    Very interesting how out

    by dwoods4q Jan 26, 2016 1:20 PM
    dwoods4q dwoods4q Jan 26, 2016 6:06 PM Flag

    Then please explain the SEC report signed on 1/19/2016 . I do not understand the why of it ,but CGIX filed it. I have read it and it sure seems to me that the warrants were exercised.

  • of the money warrants , $5 for $2, are exercised adding tremendous dilution , over 25% to share count and the stock goes up over 25% in a matter of days. Meanwhile the pps was thrashed by over 70% over the last few quarters. Very interesting, IMO.

  • Reply to

    Frost should add COCP to OPK

    by doctor_zings Jan 26, 2016 12:55 PM
    dwoods4q dwoods4q Jan 26, 2016 1:05 PM Flag

    why buy what you already control?? If it hits he will absorb if not he sells and moves on. TRXC is next with FDA approval/reject coming in/around march , IMO.

  • more questions regarding management and the new accountants. I have been investing/speculating in QFOR for almost two years now and believe in the space and timing of QFOR as a business but management is almost always acting like a second team group. Over a year ago they talked of wanting to list on a big board among other things. Now they acquire a company and assets , announce it and do not discuss , reveal or disclose how they paid for it. It's my understanding that the SEC states that a company must disclose anything that has a " material effect on a company " , the cost, IMO, has a material effect. Unless they acquired the company and assets for free, they should have announced the financial terms with the announcement. With the financial audit situation less then a year ago not disclosing the cost and payment shows a complete and continuing disregard, or lack of understanding , for common procedures and investors by management.

  • Reply to

    Regarding current warrants

    by dwoods4q Jan 21, 2016 4:29 PM
    dwoods4q dwoods4q Jan 22, 2016 12:49 PM Flag

    my understanding of the lasted SEC filing on Jan. 19, 2016, is that the warrants were exercised and were converted to stock. Hence my question , why if the current price is $2ish why exercise and pay $5. Perhaps there is a covenant in warrant I am missing ?

  • that were just converted to shares of common stock. I just reread the Nov.SEC filings and the cost to convert was $5 per share and had an expiration date a few years out. Why with the stock trading around $2 a share would you convert/buy for/at $5 ? To cover a short position and lower a cost basis??????? Any ideas , comments ?

  • Reply to

    Interesting SEC FILING

    by dwoods4q Jan 20, 2016 4:15 PM
    dwoods4q dwoods4q Jan 21, 2016 4:07 PM Flag

    My pleasure, to say I'm curious what was allowed in the CT order would be an understatement. If you should hear, read or discover please post. Meantime lets hope the FDA approves and the markets stabilize.
    Health & Happiness

  • Reply to

    news

    by tomdaking5 Jan 21, 2016 9:42 AM
    dwoods4q dwoods4q Jan 21, 2016 12:00 PM Flag

    His position was protected in the last round of financing when all those [ recently converted ] warrants were granted. Funny how they were converted prior to news release.

  • shorted it would appear that someone wants the pps as low as possible prior to FDA decision. All the better to make a run at trxc once FDA approval is granted. Should be interesting movement prior to announcement which is expected soon if the Jan confidential SEC filing wasn't about pending timeline.

  • Reply to

    Interesting SEC FILING

    by dwoods4q Jan 20, 2016 4:15 PM
    dwoods4q dwoods4q Jan 20, 2016 8:43 PM Flag

    Go to company website , click on investors , go to sec filings. It's always a good practice to use corp. web sites to check SEC Filings as often as possible.

  • CT Order filed by TRXC with the SEC on 1/14/16. An Order Granting Confidential Treatment for commercial or financial information omitted from 10Q filed on Nov.9 2015 was granted by the SEC thru 2025.
    Interesting considering the increased trading volume and price increase with market getting thrashed. With FDA APPROVAL DUE THIS QUARTER , what does management and the SEC know that they wouldn't release till 2025 that was materially important enough that it should have been reported in the quarterly report????

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