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
There he was,the fluffy,light in the loafers owner of the Astro Martin double parked outside
The Odeon Cafe in Zurich.In the car's back seat was the ever-versatile,ever-present,plastic,
blow up,chubby boy scout model .And inside the Cafe,at a corner table,were several young boys
with their "uncle".Their story was they were coming to the City from country schools for the weekend.
Oh my even the ladies from the Terasse across the street would blush.
announce a price increase for Ecla II,send out abullish PR and raise sales and earnings
Our snoozing IR program should remember that if there are several new positives to talk
about,one should send out seperate PR's on each for maximum impact
this weekend,several light-in-the-loafers FLML employees from France are already enjoying the
Pub's traditional back door festivities.Interestingly,several of these thirsty,Flamel travelers disclosed that
catalysts expected would boost the stock above $20 soon.
However,the Lyons visitors are convinced Deerfield will engineer a takeover once the
earnings are on a sustainable upward path.If one believes in conspiracy theories,this explains why
our control freak CEO continues a miserably-poor IR program,knowing that a Deerfield takeover
will float all boats
Poor performance sank his hedge fund.
He still does his ego-boosting Barron's commentary,in which he discloses proprietary
analysis for free.but he is a yesterday's sad story
his average cost was also in the teens but you should add in all the personal time and
related expenses trying to make FLML pay off.
Is he allowed to laugh without getting his wife's permission?
After dumping FLML late last week ,the Shorts are getting their faces
ripped off so far this week.
Mr Cheerio will be upgrading his wife to an Amex Platinum credit card
for her dollar-based shopping trip to Paris