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Cabot Oil & Gas Corporation Message Board

i.alaric 175 posts  |  Last Activity: 3 hours ago Member since: Mar 9, 2012
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  • Reply to

    yahoo finance message boards

    by i.alaric 5 hours ago

    Yahoo can sxxk my bxlls.

  • Reply to

    yahoo finance message boards

    by i.alaric 5 hours ago

    Lol. Pebble. Thanks for proving my point. I can't post links on yahoo boards. My posts don't show up if I post a link. Yet they allow garbage spam bots to run rampant. Pathetic.

  • are the absolute worst mb's I've ever used. Absolutely pathetic. Yahoo you should be ashamed.

  • Reply to

    Frosty's house of cards....................

    by avi.morax Sep 2, 2015 11:34 AM
    i.alaric i.alaric Sep 2, 2015 12:08 PM Flag

    Frost even has the FDA fooled into approving OPK tech. How is Frost such a clever man, that he can fool nearly everyone except for avi and that idiot Boz? Man those guys are smart. I hope they short more too. So much smarter than everyone else. Even the FDA don't know nothin I guess. Sheesh.

  • Reply to

    Reminicent of Suntech

    by siggey4019 Sep 2, 2015 10:37 AM
    i.alaric i.alaric Sep 2, 2015 10:49 AM Flag

    how is a US solar developer reminiscent of a chinese garbage pail panel producer? You know what's nice about investing in US companies? Unlike chinese companies, you can trust the numbers. Sure as in any culture there are frauds in the US too. But they aren't widespread, fostered and perpetuated like chinese frauds. They are exposed and shamed in the US. And so they are much less common and easier to identify.

    And you can claim enron or whatever all you want, but sunedison insiders are BUYING not fleeing the ship.

  • Reply to

    SUNE vs GTAT

    by bolino62 Sep 2, 2015 9:23 AM
    i.alaric i.alaric Sep 2, 2015 10:44 AM Flag

    I don't like the vivint deal. If i wanted a residential installer, I would have bought scty.

    that said, yeah SUNE is no GTAT. Were GTAT insiders buying like the SUNE insiders are currently? ha. Shorts can't really argue that point. They just try to claim the sune insiders are stupid.

    Always follow the money!

  • Reply to

    Miami vs. Wall Street

    by i.alaric Aug 31, 2015 3:38 PM
    i.alaric i.alaric Aug 31, 2015 4:33 PM Flag

    oh I won't argue that. Frost will buy at whatever price down here, he knows it's a bargain in any case. I view it as more an act of desperation by the shorts. They need to get that price down to give them more runway to cover. Frost coming back in buying heavy like that must always rattle their cages. It's like the battle cry of an enemy that's constantly vanquished them in past battles. Frightened little fellas..

  • So Frost came in on Aug 20/21 and bought almost $9m in stock. Looking at the price action since then it looks like the sellers have given a big eff yew to Frost. They are using short term weakness due to brli/opk share conversion to juice their this push down. I'm sure it's scaring the heck out of the new opk holders from the brli base. Frost doesn't care, the cheaper the price the more he can scoop up with the same $.

    Aug 21, 2015
    FROST PHILLIP
    185,000
    Purchase at $12.24 per share.
    $2,264,400

    Aug 20, 2015
    FROST PHILLIP
    544,000
    Purchase at $12.32 per share
    $6,702,080

  • Reply to

    September 5th

    by timberjoseph Aug 30, 2015 4:14 PM
    i.alaric i.alaric Aug 31, 2015 6:28 AM Flag

    yahoo is a big steaming pile of.... well I would tell you but nannie yahoo would delete the post. While they let the spam clutter everything up. pathetic.

  • Reply to

    Apple's "Taptic" / NXP??

    by jerseyman2222000 Aug 29, 2015 6:52 PM
    i.alaric i.alaric Aug 31, 2015 12:02 AM Flag

    NXP has a good relationship with Apple..... always a plus.

  • "avoid SunEdison and look at First Solar. Be careful with SunEdison, he warned. "Their balance sheet is very bad," Cramer said."

    LOL. Hey Jim, how has their balance sheet changed since you were pounding the table to buy SUNE less than a month ago?

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 2:59 PM Flag

    good for you 007!

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 10:23 AM Flag

    if he wanted to fake confidence he would have bought $50K. Instead he plopped down the extra half mil$
    that's not fakin it bro.

    As for the market, the manic traders in control of daily price fluctuations are not looking that hard at insider buying. most of them aren't even human lol and their timeframe is so short, why would they care. Long term value investors with real cash to put to work Do care Very much about insider buying like that. CFO isn't the only one buying either.

    Once that big incremental buying begins... like a nail in the coffin.

  • Reply to

    research on Enron & Sarbanes-Oxley

    by nomdekb Aug 26, 2015 8:48 AM
    i.alaric i.alaric Aug 26, 2015 9:53 AM Flag

    IF a company is a scam - the one person who always definitely knows it is the CFO.

    Even CEO's can be caught by off guard if the CFO is hiding anything from the them. but a CFO buying aggressively like that - when stock has sold off on market fears that the numbers don't add up - imo is very bullish for the long case.

  • i.alaric by i.alaric Aug 25, 2015 3:59 PM Flag

    "Analysts at UBS downgraded Sunedison Inc (NYSE: SUNE) from Buy to Neutral. Sunedison shares closed at $10.72 yesterday."

    way to go fellas. That's conviction for ya. Those mopes recommend we buy all the way down from $33 to $10..... then - "eh, we don't really have an opinion, we're neutral."

    You idiots can't be neutral now!!!!!!! Either something's changed to alter your conviction - and you recommend people sell - or nothings changed!

    The UBS analyst should be fired. That's such a chicken spit move.

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 3:47 PM Flag

    alex, you don't think GS has a few smart folks working for them. Ok I don't agree but whatever. How about Dominion? Why would they form a JV with a house of cards?

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:56 PM Flag

    SUNE's strategy is one of high growth, funded by debt and equity. It's a high risk strategy but profit is not the goal at this time. Acquisition and expansion are the game. If the demand for developing renewable energy installations dries up (as rig demand dried up for SDRL) it will not end well for SUNE. That is the risk. Do you think this demand will dry up? Are people going to use less power? Will our government back off it's push for renewable energy?

    The CFO, Dominion, Goldman Sacs, etc etc - they all have a better handle on what's going on than posters here on yahoo do. They have expressed confidence in the business model. They are all aware of the debt.

    P/S is now 1.3x (source: Morningstar)

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:37 PM Flag

    alex, how do you define quality? The balance sheet? The services the company offers? The backlog? We all know they have heavy debt. They also have serious assets and backlog.

  • Reply to

    SUNE vs. SCTY vs. FSLR SPWR vs. Chinese garbage

    by i.alaric Aug 25, 2015 1:30 PM
    i.alaric i.alaric Aug 25, 2015 1:36 PM Flag

    hey bull, why don't you educate me then, and respond to my points? Are you able to do that coherently?

  • If you want to invest pureplay solar/renewables... SUNE is simply the best choice. Even with the debt!

    I am not sold on the residential solar leasing model. Homeowners with good credit don't like it. SCTY needs to 'show me', before I invest there. i am not a fan of the Vivint deal, but that's still only a fraction of SUNE's business model.

    Wafer/panel manufacturing is a commodity business. FSLR has proprietary tech. So what. It's expensive, bad for the environment, and will eventually be overtaken by photovoltaic as costs continue to come down. As for manufacturing photovoltaic - just look at the TSM news. Writing on the wall.....
    "Taiwan Semiconductor Manufacturing announced Tuesday it would shutter its costly solar operations by month's end....Tsu said the company couldn't turn a profit with its solar manufacturing and that even the most aggressive cost-reduction plan wouldn't make the solar subsidiary viable.
    "TSMC continues to believe that solar power is an important source of green energy and that solar module manufacturing remains a robust and growing industry," Tsu said in the release. "But despite six years of hard work, we have not found a way to make a sustainable profit."

    So while SPWR is both an installer and manufacturer (and the best choice after sune imo) they will always have that commodity albatross around their necks of being a manufacturer. Think Intel vs. Nxp. Intel owns all their own fabs. NXP does not. See stock charts. SUNE can shop for the best deals on panels, forever. Manufacturers make wafers from sand, they make panels from wafers and other common materials. We don't need manufacturing. If TSM can't hack it, then who the heck can????

    As for the chinese companies.... if you buy that garbage you will get what you deserve. It's like playing the claw game at chuck-e-cheese. You might eventually get your prize, but how many duds you gotta sift through first?

COG
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