If you like guaranteed secondaries at regular intervals, combined with ever better buying opportunities, then AGEN is the stock for you. You might want to ease in though. That will allow you to develop your strategy of averaging down over the next few years. Everyone here is already skilled in this area. And the best part, you'll never have to worry if capital gains tax (CGT) is increased. In fact, an increase in CGT will be a positive as it will allow you to use your AGEN losses to reduce your liabiility from gains in your other stocks.
Happy investing and welcome aboard and, could you hold this bag for me, I need to see a man about a dog!
Excellent news, any particular reason or should we go with your gut instinct?
There's no $100 in AMD's future but the all points in the $2 to $5 ranges will probably be touched in the next year or two. For those capable of understanding the dynamics here, AMD can be a very profitable play. It's easier for the intellectually challenged if you think percentages only.
True but there's no way Intel would stand idly by while AMD disappeared, forcing Intel into a monopoly position in the PC business, making doing business many orders of magnitude of AMD's current market cap, more expensive. A word to the wise: AMD will not be exiting the industry anytime soon.
How come the pps here did not collapse when the additional supply coming on stream from shale became known? That was about 12 to 18 months back.
How come nobody wondered where consumption would increase to take out new supply equal to what the Saudis were producing?
I asked this same question 12 months ago.
I don't think a " counter response" would have any impact on the upcoming dilution. You can't survive a one hundred foot wall of water traveling at 500 miles per hour. At this pps level a secondary will amount to a tsunami for shareholders. RIP, possibly without "P"!
Let me see if I understand this.
Are you suggesting that sophisticated investors are actually shorting a 30c stock?
Are you totally insane?
they will have to raise funds in 2015.
That means dilution this year at a level that can only mean a complete shareholder wipe-out.
True but I was hoping he'd keep pumping 'till we got under $80. then shout 'SELL SELL SELL" so I could start a position.
You're a tad slow thee bac_trader. The most recent time the GOP was in control was six years ago. They completely destroyed the economy but you think if we brought them back again they'd do a lot better than Obama did in the last six years despite the fact we now have 5% growth?
What are you smoking? It's good s h 1 t whatever it is!
If every AMRN follower simply purchased one script, sales would double!
Zostavax run rate in 2013 was around $800M plus. Anyone have 2014 numbers?
The following are just guesstimates:-
If GSK drug marches-
At $1B, say the QS-21 royalty is 2.2%. That would generate $20M net revenue to AGEN, worth around $100M in market cap.
Then again, we could assume our drug's vastly superior efficacy will greatly expand the market and take away 90% plus of Zostavax revs. I krow I'll be getting the shot, after refusing Zostamax due to efficacy. In that case, new royalty could be $40, adding $200M to market cap.
Anyone else have numbers to throw around?