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Opko Health, Inc. Message Board

icemandios 224 posts  |  Last Activity: May 1, 2015 7:56 PM Member since: Apr 8, 2008
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  • Reply to

    Don't Kid Yourselves

    by miamianne67 Apr 29, 2015 10:23 AM
    icemandios icemandios May 1, 2015 7:56 PM Flag

    I think it is neither. If he has similarities to Buffett (at the risk of shocking you, I think Buffett shares two constants at the beginning of his name as well as the last of his name with a common epitaph in these parts. That would be a B and a T.
    And to fill in the missing letters would incur the wrath of the Yahoo censors.

    No, it can not be likened to a company buy back for the simple reason that it is HIS money and not the company's. And, no, it is not for control or for taking it private or for dictating the terms of a buyout. If Frost was on that trail, he'd be buying harder and faster than he is......than he is NOW. He's done more earlier on.

    As for the price would be were it not for what he does, it would be where it is. He's done what he has done. Some people think that buying 100K shares of a stock that trades several million shares has some magical effect. Lately, he has not done many 100K share days. Even if he had, it would be like me buying 10K shares of stock that trades 500K shares. Do I "defend" that stock? The problem here, is that too many people have no idea of what is going on, so they revert to some dream of what could go on based on their limited knowledge.

  • Reply to

    PFE upfront payment

    by sgard434 May 1, 2015 1:02 PM
    icemandios icemandios May 1, 2015 2:17 PM Flag

    It is possible that OPK may recognize the $295M over a period of time in installments. Googling out licensing revenue recognition, I found this:
    "Consideration is allocated to the license and revenue is recognized when earned, typically when the
    license is transferred if the license has standalone value.
    If the license does not have standalone value, the license is combined with other deliverables, typically
    R&D or manufacturing services into a single unit of account. Revenue for the single unit of account is recognized when earned, typically as the R&D or manufacturing services are performed."

    In any case, we will find out how they handle it fairly soon.

  • Reply to

    Don't Kid Yourselves

    by miamianne67 Apr 29, 2015 10:23 AM
    icemandios icemandios May 1, 2015 10:49 AM Flag

    Not as active. His Gamma Trust held 31.9M shares. He had an Alpha Trust that held 406K shares. And a Nevada Trust holding 7.5M shares.

  • icemandios by icemandios May 1, 2015 9:53 AM Flag

    Frost bought 31.3K on 4/30/15 averaging 13.95. That's 163.3K for April.

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 8:05 PM Flag

    Oh, should have said I've only been here since 2002. Okay, and that might be part of the problem. 5 months after we left the Swamp, our Buccaneers went on to win a S-Bowl. For the right price...........and it would have to be a HUGE price.......the Mrs. and I could be persuaded, for the Greater Good, to move from here to........I don't know where. Well, that probably isn't in the cards. Let's just hope that the Titans get whatever they need. I'd rather stay put. Tennessee is an Indian (if we can use that term these days) word meaning "The Meeting Place." It was where various tribes came from across the land to gather. Those Indians knew their s...t.

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 7:50 PM Flag

    Well, yes! If he is actually as good as his press says he is. Vince Young was 3rd round pick. Need I say more? Got a front license tag on my F150 says Titans. Got a sweat and a jacket and a all I need is to get to the S-Bowl. Hooorah.

  • Reply to

    Draft starts in one hour,

    by cl124cl Apr 30, 2015 6:59 PM
    icemandios icemandios Apr 30, 2015 7:46 PM Flag

    Ha haa. You guys. Did you ever see Kostner in Draft Days? Ya, it was baseball, but the mechanics of the thing are the same. If you haven't seen it, you should. It's an eye opener about this draft stuff. Fiction? Ya, probably for the dramatic effect, but also probably gets down to what really goes on at some level. I'd say more, but I don't want to be a spoiler in the remote chance that somebody will actually rent the movie. OTOH, the outcome is not the big deal; it's the process that is the big deal. Kinda like trading in this messed up market. :-)

  • icemandios by icemandios Apr 30, 2015 9:02 AM Flag

    Frost bought 15.5K on 4/29/15 averaging 14.37. That's 132.1K for April so far.

  • icemandios icemandios Apr 29, 2015 8:04 PM Flag

    And why do you respond to the village idiot? Have you never heard the bit about "never argue with an idiot, as bystanders might not be able to tell who is what." Or the other one that goes "don't argue with an idiot; he will bring you down to his level and beat you with experience." Or do you actually think you can change the idiot's mind? If not, who cares what he says (besides you I mean)? I don't. And I view your jousting with him as a colossal waste of everybody's time. Let him rant into a void of no response. FWIW

  • Reply to

    The market is down today...

    by dk1949 Apr 29, 2015 12:43 PM
    icemandios icemandios Apr 29, 2015 1:38 PM Flag

    LOL. Did ya think any of those experts were actually going to say that the crowd who manipulates the market does this stuff every time the FOMC meets?
    Once upon a time it was "oil." The market is down b/c oil is up.......or the market is down b/c oil is down.........or the market is up b/c oil is down........or the market is up b/c oil is up.
    After a while, nobody paid any attention to the nonsense. Not so long ago, it was Greece. Then everybody figured out they didn't give a rip about Greece. So, now it's the economy.

    Well, just watch what happens in about 30 minutes from now.

  • icemandios by icemandios Apr 29, 2015 1:19 PM Flag

    In addition to what open market purchases he may make, between now and 5/13/15, Frost will exercise options on 1,056,574 shares of Common Stock and have the company withhold enough shares to pay for the option exercise. Between now and 6/30/15, Frost will convert 7,250 of the Company's Notes to approximately 1,025,750 shares of Common Stock.

  • Reply to

    The market is down today...

    by dk1949 Apr 29, 2015 12:43 PM
    icemandios icemandios Apr 29, 2015 1:09 PM Flag

    The market is down today pending the FOMC rate decision at 2PM ET.

  • icemandios by icemandios Apr 29, 2015 9:10 AM Flag

    Frost bought 8K on 4/28/15 averaging 14.45. That's 116.6K for April so far.

  • Reply to

    First and last post....

    by fromthestates Apr 28, 2015 5:49 PM
    icemandios icemandios Apr 28, 2015 8:19 PM Flag

    Eleven people (so far) think you have it all figured out. Here's one (so far) who thinks you think like every long on every message board in every stock. Mmmm. Could have said, you think like group-think. Would have been less typing.
    And so when, in the events of markets, a majority thinks pink, the markets go blue.
    Here, once again (and it won't be the last time), we have a person who is (my $1 to your $0.01) NOT a billionaire. And this person pretends to understand the workings of the mind of a man who, if it is true what they say, considers money a means of keeping score and nothing more. Well, I certainly don't know if that's true, but I do have the humility.........HUMILITY.........and the common sense to know I CAN NOT think like a billionaire any more than I can think like a 16 year old girl. So, go on and spin your theories about what he will do, when he will do it, why he will do it, and at what price he will do it. You are all, all of you who only having a hammer view everything as a nail, probably in the for the shock of your group-thinking lives. Copy this post and stick it to me if I'm could actually try thinking outside that particular box.

  • icemandios by icemandios Apr 28, 2015 9:00 AM Flag

    Frost bought 8.8K on 4/27/15 averaging 14.47. That's 108.6K for April so far.

  • Reply to

    Frost in April (cont)

    by icemandios Apr 27, 2015 9:04 AM
    icemandios icemandios Apr 27, 2015 9:17 AM Flag

    Anticipation? Don't know. It's only 48K shares and pre-market monkey biz is not that rare.

  • icemandios by icemandios Apr 27, 2015 9:04 AM Flag

    Frost bought 4.1K on 4/24/15 averaging 14.80. That's 99.8K for April so far.

  • If you spend your time running with the turkeys.

    Probably way too deep to penetrate the minds of many.

    We have a problem here.......or two. We have these robo-posters who screw up the mb with their nonsense. That's one. And then we have people who represent themselves to be longs, and smarter than the bashers. And between the two, we have a bunch of schoolyard #$%$ occupying the mb. And to the latter bunch, I say again, you can't soar with the eagles if you run with the turkeys. You know who you are. So why don't you shaddup. If you have nothing to contribute, just shaddup.

  • Reply to

    Frosty stacks another 90K shares...@$14+

    by coolcatnip_44115 Apr 23, 2015 10:27 AM
    icemandios icemandios Apr 23, 2015 1:53 PM Flag

    Frost owns 2,012,377 directly. He owns 154,633,697 via his trust. And then he owns some part of 20,091,062 held by The Frost Group, LLC which is himself, Hsiao and Rubin. I'd guess he owns the lion's share of that last batch, maybe 50%.

  • Reply to

    nothing but drama with this garbage

    by cash4566 Apr 22, 2015 3:35 PM
    icemandios icemandios Apr 22, 2015 7:50 PM Flag

    Counting pennies? Well, that's smart....if you're an 80-something widow. 80-something widows can be excused for having no balls. As for your thinking.........maybe you should give it a rest.

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