I just glanced the last QTR earning call transcript, and it is funny the folks who asked questions during the call...never ever heard those firm names.
Also seems like the warrant holders are slowly selling ans shorting all year along. They are on vacation these days, watch the low volume and stock movement. 500 share buy moves the stock 20 cent. Funny ;-)
can you imagine if someone wants to sell 200-300k (not talking 8-10mil share holders)? Very scary.
So be afraid for buying YELP. Buying yelp at $40 may be ok ( but yelp shareholders will not approve NOW), but buying at 90, 100, 125 will be very very bad for Yahoo.
call me lucky or not. Friday after market got 2k at 40.80 and sold at 40.95, got back in at 41.05 and sold at 41.15, then shorted 1k at 41.15. Trust me that was a tough decision going against the huge after hours momentum. Did not cover yet. I was afraid after today's upgrade I would cover with big loss, but so far so good.
30 of them...wow..amazing ..they just close 3 more last week..what a waste of shareholders money
INSM market cap is higher than DNDN and VVUS with their great products.
Even if FDA approves this in 4 years down the road, INSMED should not trade more than 400 million. Addiing the risk of non-approval, makes INSMED $4 to $6 stock TODAY.
Either DNDN/VVUS should trade over $20 or INSM under $4 to be sync together.
then business model is broken. Check Google, Facebook salesforce relative to revenue or even relative to total cost.
FB does not call business 5-10 times and ask them to AD. If Yelp was working business would have gobe after Yelp and not other way arround.
Sales cost is keep going up. So revenue going up is meaningless here.
Some compare Yelp to AMZN, but they do not understand. AMZN revenue is not growing becuase of SALES cost, amzn is keep selling more and more items with 0 to small margins to keep the customer in, and eventually AMZN will increase the prices little by little to increase the margin while keeping customer in. I am not saying AMZN at $400 is cheap, but business model is very different.
If Nasdaq goes down 10-15%, YELP will be down 50-60%. Goldman sachs mentioned yesterday, that Nasdaq is 42% overvalued currently.
Note we will have dilution to raise $100 million. That will pressure the stock. WIll take long time before we see NTM Phase 3 results. Until then $25 is too much to ask.