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BP Prudhoe Bay Royalty Trust Message Board

ex_hacker202 14 posts  |  Last Activity: 16 hours ago Member since: Dec 24, 2007
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  • Just got this alert - PIP sold the calls on Jan 21 when pps was $8.75 - PAR Capital still owns 3.36M shrs - PIP is a hedge fund managed by PAR Capital, alert system has wrong name, but if you check the SEC filing you'll see the correct one. Weird thing is why were they called with the pps at low $8's end of last week? Dunno how the buyer made money here.

    PAR CAPITAL MANAGEMENT INC sold 492,600 Common Stock @ $9.00 per share.
    PAR CAPITAL MANAGEMENT INC is a 10% Owner at POZEN INC /NC (POZN). This transaction represents a 6656.7568% change in their holdings.

    This transaction became public at 3:55PM today but actually occurred on Saturday.

    SEC Footnotes:
    These shares of common stock were sold in connection with the exercise of call options (obligation to sell) that the reporting persons sold on January 21, 2014. These securities are or were held by PAR Investment Partners, L.P. ("PIP"). PAR Group, L.P. ("PAR Group") is the general partner of PIP. PAR Group disclaims beneficial ownership of the securities except to the extent of the pecuniary interest, if any, in such securities as a result of PAR Group's general partner interest in PIP and contingent right to a performance-based advisory fee. PAR Capital Management, Inc. ("PCM") is the general partner of PAR Group which is the general partner of PIP. PCM disclaims beneficial ownership of the securities except to the extent of the pecuniary interest, if any, in such securities as a result of PCM's general partner interest in PAR Group.

  • RF Micro Devices, Inc. (NASDAQ:RFMD) options volume is running at 15 times the usual intraday pace this afternoon, with calls outstripping puts by about a 19-fold margin. Meanwhile, the stock's 30-day at-the-money implied volatility has popped 2.9% to 48.3%, indicating elevated demand for short-term options.

    Nevertheless, RFMD's most active option by far is the longer-term January 2015 11-strike call, where roughly 17,400 contracts have traded. According to data from the International Securities Exchange (ISE), a significant portion of these contracts are being bought to open for a volume-weighted average price (VWAP) of $0.95. In order to profit at expiration, today's speculators need the shares to rally past $11.95 (strike plus VWAP) at the close on Friday, Jan. 16, 2015. Gains are theoretically unlimited beyond this breakeven point, while potential losses are capped at the initial premium paid, should RFMD finish below the strike at January 2015 options expiration.

    On the charts, RF Micro Devices, Inc. (NASDAQ:RFMD) -- which is scheduled to report fiscal first-quarter earnings this Thursday evening -- has tacked on 4.7% to trade at $10.76, just shy of its 10-year high of $10.82, touched moments ago. Taking a step back, shares of the tech firm have more than doubled on a year-to-date basis.

  • Reply to

    POZN Agrees to Product Labeling for PA

    by play_tow Jul 16, 2014 10:23 AM
    ex_hacker202 ex_hacker202 Jul 16, 2014 1:37 PM Flag

    Baloney. Labeling issues can hold up approvals and/or kill the drug's potential sales - look at MNKD's label, awful. The real issue here is that it doesn't appear the facility problem is absolutely fixed yet - Class 2 is the more serious type of problem, Class 1 is ~ 2 months. From the PR:

    "Issues raised during an audit of the manufacturing facility producing an active ingredient used in the manufacture of the products were the only deficiencies noted in the Complete Response Letter (CRL) POZEN received on April 25, 2014. == If such inspection deficiencies are not satisfactorily addressed by the new user fee goal date, the FDA could issue another CRL.

  • Reply to

    VIMOVO Prescription Trend since May 30

    by play_tow Jun 30, 2014 3:06 PM
    ex_hacker202 ex_hacker202 Jul 2, 2014 2:45 PM Flag

    Got NRx data too? Like to know if those are refills or new scripts.

  • Reply to

    No short squeeze yet

    by bgubbor Jul 2, 2014 10:03 AM
    ex_hacker202 ex_hacker202 Jul 2, 2014 2:44 PM Flag

    Volume is pitiful - checked the raw time/sales data, only a handful of trades 2000 shrs, a few ~ 5,000, and a possible sign of a short cover seconds ago - a 19k block that sold at the ask, not the bid. Check shortanalytics later tonite and next two days to see covering, probably new shorts at the peak too.

  • Reply to

    POZN CRL respone imminent

    by valuebuy2005 Jun 5, 2014 10:23 AM
    ex_hacker202 ex_hacker202 Jun 10, 2014 7:29 PM Flag

    If you're suggesting POZN may try to sue the FDA because of the #$%$ they pulled, forget about it - they are immune from lawsuits except for extremely limited cases, none of which apply to us or POZN. They won't talk to you because the info is material news, they'd be breaking SEC laws if they said a single word before the facility passes reinspection.

  • Reply to

    Dividends

    by gettinricher May 27, 2014 11:36 AM
    ex_hacker202 ex_hacker202 May 28, 2014 4:06 PM Flag

    Just got my new shares, nevermind!

  • Reply to

    Dividends

    by gettinricher May 27, 2014 11:36 AM
    ex_hacker202 ex_hacker202 May 28, 2014 12:06 PM Flag

    No for TDA here - do you reinvest divs?

  • Reply to

    The Real Story in the PR

    by blindinvestor2426 Apr 27, 2014 11:01 AM
    ex_hacker202 ex_hacker202 Apr 28, 2014 11:33 AM Flag

    Agree Sanofi eventually buys POZN, but now not until 2015 IMO.

  • Reply to

    Muted Response....Lots of Strength

    by play_tow Apr 28, 2014 8:53 AM
    ex_hacker202 ex_hacker202 Apr 28, 2014 11:30 AM Flag

    Muted response?!? It tanked 20% at the open! Currently down 12%, wouldn't be surprised to see it close down 20% either today or in the next couple days as margin calls are met. Dead money til the end of the year, I'm afraid, but I'm not selling - have waited for years on PA, not giving up now.

  • Reply to

    Inspection

    by cladthebuc Apr 26, 2014 6:21 AM
    ex_hacker202 ex_hacker202 Apr 26, 2014 1:57 PM Flag

    It's not baffling, it was intentional - have no clue WHY, but this goes way beyond incompetence.

  • Reply to

    CRL = 9 month delay

    by investor71 Apr 26, 2014 8:29 AM
    ex_hacker202 ex_hacker202 Apr 26, 2014 1:53 PM Flag

    I believe the CRL will take 8-9 months to be resolved - NAVB got an identical "mfg deficiency" CRL on 9/10/12 and didn't get approval until 5/13/13, 8 months.

    What's shocking (or maybe not) is that the FDA pulled this delay BS on POZN for what, the 3rd time now for PA franchise? Not delivering the inspection report until the day of the PDUFA?!?! Seriously?!?! NOT a coincidence, folks.

  • Reply to

    Why on earth?

    by ex_hacker202 Apr 24, 2014 11:33 AM
    ex_hacker202 ex_hacker202 Apr 25, 2014 12:38 PM Flag

    You do realize that AMEC is not traded on any US exchange, and you'll have to pay large foreign transactions fees to sell that stock if you hold FWLT through the BO, right? Dumped the rest of mine yesterday at $34, and happy to get that price.

  • ex_hacker202 by ex_hacker202 Apr 24, 2014 11:33 AM Flag

    Is anyone paying $34+ for a stock under buyout for a deal only worth $32.40?!? Just dumped my remaining shares for $34.10 - sweet!

BPT
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