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ONYX Pharmaceuticals, AŞ Message Board

edgarjon 4 posts  |  Last Activity: Aug 13, 2015 10:38 PM Member since: Jan 6, 2000
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  • edgarjon by edgarjon Aug 13, 2015 10:38 PM Flag

    Management needs to control expenses....Plain and simple...hedges will take care of themselves ...they market cap is now below the value of the hedges......CONTROL EXPENSES!!!

  • Reply to

    Selinexor Clinical Trials

    by beverlyhistory1 Jul 29, 2015 1:33 PM
    edgarjon edgarjon Jul 30, 2015 1:03 AM Flag

    BIG guy with 300 shares has spoken...

  • Reply to

    Mischief in Memp today

    by loblolly7 Jul 14, 2015 11:17 AM
    edgarjon edgarjon Jul 15, 2015 12:43 PM Flag

    NAT GAS

  • Reply to

    Mischief in Memp today

    by loblolly7 Jul 14, 2015 11:17 AM
    edgarjon edgarjon Jul 15, 2015 12:42 PM Flag

    Top picks: MEMP and BSM; rating changes: VNR and ARP
    With this backdrop, MEMP remains a top pick given its liquidity and hedges, although risk of a distribution adjustment is possible with continued NGL weakness. We assume a 35% decline in 2016. VNR is upgraded to Buy, as we believe the pending acquisitions of LRE and EROC will improve credit metrics, and, with its strong liquidity, it is in a good position to pursue acquisitions while maintaining current distributions. ARP is downgraded to Underperform. In a low price environment, we believe the complexity of its partnership business continues to put it at a disadvantage, raise debt and equity costs and may impact its ability to compete in the A&D market and limit access to financing. We introduce BSM as a second top pick, which we view as positioned to deliver on its MQD given low leverage and subordinated units. Our 2016 estimates also assume distribution cuts of 40%, 50% and 35% for LGCY, ARP and EVEP.