as always,thanks for your comments.
Jazz has substantial motivation to acquire FLML's SO technology and
maybe more reason to not let a competitor like Teva to acquire it
--report black numbers in 2015 and sharp increases in the next two years
--eliminate total debt with the free cash flow generated in 2015-2017
--benefit substantially as the leader in GMO technology as China moves
to approve it's corn seeds and traits
--watch the moonshot as Ch.and CEO Han sells SEED ,in his end game
Mr and Mrs Anderson do not like Lyon.
Therefore we do not sit for long with Mrs CEO wanting to get back to St.Louis
and her friends
Unfortunately,if FLML had happy shareholders looking to the future, the stock
would have a 3-handle today.It languishes at a lowly price,however, because of all
the disappointments baked into the stock price that have more than offset Mr Cheerio's
With a shareholder-friendly CEO,FLML could sell at a very high PER on future EPS
potential.But,alas,we may have to settle for $40-50 per share unless Deerfield and
friends launch amateur hour in Lyon.
that actually helps investors make money.
This stock should be substantially higher based on its superior
fundamental prospects outlined by Mr Cheerio but our CEO
couldn't give away p---y to the proverbial drunken sailor on
Thanks Mr Cheerio.Can you influence Deerfield to end amateur
hour in Lyon ?
Iit is outrageous that the hired hands can spend shareholders cash to entrench.
And,when Tootsie loses,marvel at her change in control compensation
Nonetheless the rot starts at the head and Chad/Ellen will be forever known as the
pair that ran DuPont into the ground.
In contrast,what would DD look like today if Woolard had picked Landgraf instead of
Chad as CEO .Chad was the biggest blunder ever made by Ed.
,who happens to be a light-in-the-loafers Flamel employee,said that investors wanted CEO's
that delivered "more and sooner" but unfortunately FLML's Anderson is known in Lyon for
producing "less and later"
A good question is how much of a hair cut will they give your roseate fundamental outlook
to satisfy the lawyers(who forbid optimistic forecasts of how much and when--the key
questions asked by savvy investors)..
Today,our guy dished out ONLY previously discounted info,as reflected by the sad lunch time performance of the stock..Deerfield and Anderson must want to keep the stock depressed prior to their
planned management buy out
if Flynn and Anderson have been planning a take-under --once
the fundamentals are solid and sustainable--it would explain
Anderson's neglect with his mediocre approach to investors..Why
expend energy,if we are going to take this company over ,hopefully
at a low price.
Flynn and Anderson can't be so stupid as to think that their IR program
is effective in any way.
Mr Cheerio works hard for FLML investors but Anderson throws the good
you have had good vision on FLML's unfolding fundamentals but
the stock market is ignoring you because with every new,Anderson-screw up
the discount rate on the story increases
The victory party in Paris will happen but it keeps getting delayed with self-inflicted wounds
the stock is up only because of Peltz possibilities(despite since his arrival,a series of earnings shortfalls,
fundamental problems like Imprellis and the huge,PC negative of quotas
White mails are an endangered species with BGLAD wierd ones ruling Tootsie's roost
CEO Han is coming to NYC in June to tell a home run story.
-- positive eps and cash flow this year and a lot more next year
--excess cash flow eliminates total debt over the next 3 years
--within three years,the Chinese gov't starts approving GMO's
with SEED the clear leader in the approval process
--the end game for Chairman Han is to sell out for big money
Voila,a 3-year 20-bagger
We get worried when we do not see upbeat commentary from you,
Mr Anderson should turn over a big ,positive card and bury a few of the shorts.
By itself,the SO possibilities should cause a big uplift.but FLML shareholders
are always wary that FLML management is more likely to deliver a swift
kick in the nuts than good news.
thanks once again for your prescient commentary.Is it possible to sign a favorable LiquiTime deal now or does Flamel need to push a step,or two,farther to get good
value for the technology
how big could a licensing deal be ?
Regarding Eclat III,I'm hearing potential sales numbers 10 times
higher than the $70 MM mentioned by Anderson on the Conference Call.
My patrons at The Eastmoor Pub are well connected The Flamel
employees pay for their P-Town trips with their FLML trades.
EPS of $0.14 in 2015E;$0.55 in 2016E;$1.20 in 2017E
The estimated free cash flow in 2015-17 would eliminate SEED's debt
Approval of GMO's in China is expected within the next three years.
With SEED in the lead position on corn GMO's,approval of biotech in China
would add substantially to Origin's earnings and boost its returns and
This Bartender has recently talked with Origin's CFO and CEO and the above estimates
are based on these discussions
My mistake.I thought Recipham,having good info,would be a
"longer term" investor.Maybe,our control freak CEO gave them no info,
as usual,and they sold,realizing they had no advantage.
The resultant, erratic trading trading pattern is a negative for FLML stock,
(raising the discount rate on the story)
With FLML trading nearly 3 MM shares so far this week,the "door" was
I hope Jefferies has a buyer in hand .
Again,thanks for the help
What do you make of the above-average trading volume?
I can see lots of reasons to Buy but what motivates the Sellers.
Also,why does Deerfield and friends allow the Shorts to push
around FLML stock on no volume.
Mr Flynn can not be happy with Mr Lisi.When does he throw in the
towel on the control freak CRO's amateur hour in Lyon.
Obama needs Jewish voters on election day but t he White House kisses Arab butts
the rest of the year.
If Iran gets nuclear weapons,courtesy of Obama,bye bye Tel Aviv.It will
be Holocaust II