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Philip Morris International, Inc. Message Board

dwoods4q 117 posts  |  Last Activity: 4 hours ago Member since: Mar 13, 2009
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  • The current float of stock is aprox.75 million. Insiders control aprox. 43 million shares. During the last 9 trading days aprox.50 million shares have traded. Currently no SEC flings filed showing any new 5% players , this IMO will change soon. Curious to see who the new player/players are. This stock is churning big time. PPS has risen from sub $2 to mid $3's. IMO TRXC is in play not on M&A news but on PENDING FDA decision which is due at any time and possible overseas sales/revenue from latest acquisition. With the market tanking daily could you imagine what TRXC would be doing in a strong vibrant market?

  • of trading volume has already surpassed average daily levels , again. It appears clearer to me as each day pass's that some serious money is getting behind TRXC prior to the FDA decision. If this volume trend continues as it has for the last week or so it is not hard to see TRXC trading in the $4-6 pps range prior to announcement , IMO.

  • Reply to

    As we wait for what the FDA

    by dwoods4q Jan 29, 2016 12:37 PM
    dwoods4q dwoods4q Feb 2, 2016 11:11 AM Flag

    " only he knows " agreed. Enjoy the ride to FDA decision all the buyout noise is a sideshow, IMO.

  • With the FDA decision due within weeks does one really think management would consider selling for pennies on the dollar? IMO the current price action is more FDA dependent than any buyout rumor. The patent alone is worth $1 billion alone when approved. With the current investor and management roster this company is setting up for a moon shot not a walk with J&J.

  • Reply to

    As we wait for what the FDA

    by dwoods4q Jan 29, 2016 12:37 PM
    dwoods4q dwoods4q Feb 1, 2016 3:04 PM Flag

    My reasoning also and throw in some of the people on the money and management sides. We should get our answer regarding the FDA by the end of the current quarter if the timeline hasn't changed. GL

  • Reply to

    As we wait for what the FDA

    by dwoods4q Jan 29, 2016 12:37 PM
    dwoods4q dwoods4q Feb 1, 2016 1:32 PM Flag

    I meant medical device and drug company .

  • Reply to

    As we wait for what the FDA

    by dwoods4q Jan 29, 2016 12:37 PM
    dwoods4q dwoods4q Feb 1, 2016 1:30 PM Flag

    IMO J&J is smoke and mirrors. It's hard to see Frost , Opko, Et Al letting TRXC go with OPKO creating a medical and drug goliath . Controlling as much stock as they do I thought Opko would take TRXC out after approval. If they let it go it would be for a fortune. Who knows Frost is a deal maker extrodinaire.......

  • Reply to

    As we wait for what the FDA

    by dwoods4q Jan 29, 2016 12:37 PM
    dwoods4q dwoods4q Feb 1, 2016 10:18 AM Flag

    if anything other than acceptance it would be a request for further data with an extension of application of aprox. 3-6 months, IMO. I agree that would have a negative effect on the stock price but not 70%. In the meantime the run up to decision might produce a $5-6 pps handle. Your opinion?

  • has to say , the traders will play. With Frost et al backing TRXC and Pope et al running it and the FDA within 60-90 days of announcement , approval/disapproval , trading this daily now is like playing musical chairs as the music is about to stop. Smart money is positioning going into decision. I wouldn't be surprise to see this run up to the $4-$6 range prior to announcement. I have been with TRXC for awhile and have been averaging down for awhile and like the upside at these prices.

  • Reply to

    The latest acquisition raises

    by dwoods4q Jan 26, 2016 12:16 PM
    dwoods4q dwoods4q Jan 28, 2016 4:10 PM Flag

    Agreed and to paraphrase another old sage " the markets , or stock , can remain irrational longer than one can remain solvent". Time, or in this case timing, something we could all use more of. Here's to the team at QFOR and all who are invested in their quest .
    Health and Happiness

  • Reply to

    The latest acquisition raises

    by dwoods4q Jan 26, 2016 12:16 PM
    dwoods4q dwoods4q Jan 28, 2016 11:52 AM Flag

    to some it's constructive criticizium to another a negative post. Some were taught to learn from their mistakes others , to their misfortune , continue to repeat again and again with the same results. One definition of insanity that I was taught is " Doing the same thing over and over again and expecting different results is insane". I have tried in my posts to show the error, contradictions of management with the intention to alert others who might not be as observant. To continually accept ineptness without comment is a form of acceptance where I come from.
    As far as the horse goes my question is , Would you lay it down if it had a broken leg?

  • Reply to

    Valuation question

    by dwoods4q Jan 27, 2016 9:56 AM
    dwoods4q dwoods4q Jan 28, 2016 9:09 AM Flag

    If/when FDA approves in 1st quarter you might see $5+ before spring, IMO

  • 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?

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