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Kinder Morgan Energy Partners, L.P. Message Board

jad9000 485 posts  |  Last Activity: 10 hours ago Member since: Nov 3, 2004
  • Reply to

    BBEP Being Priced For Dividend Cut...

    by your.jim72 Oct 11, 2014 11:56 AM
    jad9000 jad9000 Oct 12, 2014 5:22 PM Flag

    The Chinese are buying cheap oil and leaving it on tankers as they don't have enough storage capacity on land. I read the Saudi's are depressing the price to stick a fork into Russia for their support of Iran and Iran itself. From the chart they showed, both Russia and Iran need Brent to price between $120/bbl and $140/bbl to meet their budgets. Venezuela was right behind them. So, even before this downdraft they were experiencing shortfalls. Now, they're getting crushed. It doesn't pay to #$%$ off the people who only need $65/bbl to meet their budgets.

    Sentiment: Strong Buy

  • Reply to

    Illegal

    by bugseypug Oct 6, 2014 10:28 AM
    jad9000 jad9000 Oct 12, 2014 4:52 PM Flag

    For Terry, the long lonely nights are only made brighter by his posts of obvious despair during the day. However, sadly, the The Golden warm Orb descends through the sky gently setting on the horizon, where on the opposite horizon, the cold, hard, Orb of depression and despair rises to remind him of the horrible life choices made....reflection can be a bear late at night. Friends would help, but the cardboard cutouts refuse to converse with this creature. Sadly, it resorts to online "friendships" in a not so honest trade of perversion and decadence.

    Sentiment: Strong Buy

  • Reply to

    Not sure why this was deleted??

    by insmhistorian Sep 29, 2014 7:21 PM
    jad9000 jad9000 Oct 11, 2014 7:52 AM Flag

    Doing a little math, 13% of CF patients also suffer from NTM. So, 13% of the 70,000 CF afflicted in 2009 would likely use Arikace as it works on both. That's 9,100 CF/NTM patients times around a 40% increase over the last five years - or around 12,700 out of the box at $50,000 per year. That equals around $635 million annually in sales. Then we have the rest of the CF and NTM marketplace. And, these numbers are also increasing by around 8% per year. Suffice it to say Insmed is worth way, way more than the current share price.

    Sentiment: Strong Buy

  • Reply to

    Patient pop

    by tjones9234 Sep 30, 2014 11:24 PM
    jad9000 jad9000 Oct 11, 2014 7:51 AM Flag

    Give or take some, the total identified patient population for NTM/CF seems to be between 150,000 and 200,000 - growing at about 8% per year. Insmed will own the NTM group (about half the total), will likely get the 13,000 who have both afflictions and get at least a third of the remaining CF patients. This adds up to around 110,000 to 125,000 patients worldwide. At $50,000 each we're talking $6.25 billion potential sales. If we grab a third of this we're still looking at a couple of billion dollars, twelve billion in valuation and a share price of over $200. Then toss in Iplex, potential product partnerships and other uses of patented products and who knows.

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jad9000 jad9000 Oct 11, 2014 7:49 AM Flag

    Terry's an illiterate, schizophrenic and delusional moron that has no clue what reality looks like.

    Sentiment: Strong Buy

  • Reply to

    The current share price...

    by x10bagger Oct 10, 2014 2:51 PM
    jad9000 jad9000 Oct 10, 2014 3:11 PM Flag

    So, that projects about 10% market penetration in 2016 for NTM and zero for CF. And, this with Arikace being the only approved product and exclusivity. Suuuuuuure........

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jad9000 jad9000 Oct 10, 2014 2:31 PM Flag

    Insmed per Lewis was encouraged to file for NTM approval "across" the indication, not just refractory as in the USA's targeted phase 3 trial. Reason for the difference was the success of the CF trial combined with the NTM data. US FDA appears to be very limited in its scope for granting approvals, but Insmed should have grand success in getting the FDA approval after new data is generated. So the revenues aren't going to be limited in the EU to the refractory population, meaning Lewis just gave the green light for WS to load the boat. With the application being filed by YE, there's no reason to think Insmed would ever consider a buy-out offer for anything within 10x the current price, simply based on expected revenue.
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jad9000 jad9000 Oct 10, 2014 2:28 PM Flag

    Furthermore, FDA has had face-to-face meetings with INSM recently, coming into a harmony on the path forward to NTM approval that doesn't limit any group of NTM patients, and meaning Insmed won't have to run the more expensive trial (saving our shareholders approximately 35 million bucks!)
    pianoman

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jad9000 jad9000 Oct 10, 2014 2:21 PM Flag

    Terry's an illiterate, schizophrenic and delusional moron that has no clue what reality looks like.

    Sentiment: Strong Buy

  • Reply to

    Beat the market today.....

    by insmhistorian Oct 10, 2014 12:25 AM
    jad9000 jad9000 Oct 10, 2014 8:11 AM Flag

    From bugseypug:
    Maybe, but we never "follow" the "market". It would be an awesome time to release some really good information...stuff people could sink their teeth in. That day will come. I'll just keep up my "add a little here and there" strategy...then complain about the PPS and Management until that day comes...then, I'll gladly eat Crow in regards to Management. However, i'll never apologize about my comments regarding the PPS.

    Sentiment: Strong Buy

  • Reply to

    14 and climbing

    by jd39souza98 Oct 9, 2014 11:23 AM
    jad9000 jad9000 Oct 10, 2014 8:10 AM Flag

    My guess is the reason we haven't had any partnership news or why we haven't had any kind of significant pr to move the share price is a buyout is looming soon. Sharsky put a million of his own money in on august 13th - so 30 days for no news for insider trading - then the clock started ticking on a buyout - 30 days on that comes this weekend. - From lux19insm

    Sentiment: Strong Buy

  • Reply to

    14 and climbing

    by jd39souza98 Oct 9, 2014 11:23 AM
    jad9000 jad9000 Oct 10, 2014 8:09 AM Flag

    To the top.
    On a dark market day INSM is green and may close at $14. Smart money adding for what has to be the upcoming news re:Europe! Maybe partnership or possibly a buyout ??

    Sentiment: Strong Buy

  • Reply to

    House of Saud is rewarding the 'West'

    by norrishappy Oct 8, 2014 10:44 AM
    jad9000 jad9000 Oct 10, 2014 8:07 AM Flag

    Ethanol is more ecologically damaging than oil, per the government's own reports. And, it totally distorts the grain market, driving up the cost of everything from poultry and beef to cereals to pasta - hundreds of basic food items inflated for no good reason. We could have been buying Brazilian ethanol for half of what it costs here for the past 10 years with none of the damage done by the government's knee jerk into ethanol (they use sugar cane).

    Sentiment: Strong Buy

  • Reply to

    House of Saud is rewarding the 'West'

    by norrishappy Oct 8, 2014 10:44 AM
    jad9000 jad9000 Oct 10, 2014 8:03 AM Flag

    Actually, per today, they barely cut production while Iraq and Libya increased it by over 400,000 bpd. The next OPEC meeting should be interesting. As a group, they need to cut production by around a million bpd to stabilize the price.

    Sentiment: Strong Buy

  • Reply to

    Meeting of the Tea Party Morons

    by walrath.craig Oct 8, 2014 10:45 PM
    jad9000 jad9000 Oct 9, 2014 8:45 PM Flag

    He should have gotten Jay Carney's job. Just stand up at the podium and lie through your teeth.

    Sentiment: Strong Buy

  • Reply to

    Meeting of the Tea Party Morons

    by walrath.craig Oct 8, 2014 10:45 PM
    jad9000 jad9000 Oct 9, 2014 7:38 PM Flag

    For someone who claims to be a genius you certainly sound like a moron. Tic tic tic toc - and in three weeks when Harry Reid and the circus clowns lose the Senate your world will really get small.

    Sentiment: Strong Buy

  • jad9000 jad9000 Oct 9, 2014 1:14 PM Flag

    Yep

    Sentiment: Strong Buy

  • Reply to

    10 Year At 2.35%

    by jad9000 Oct 8, 2014 8:41 AM
    jad9000 jad9000 Oct 9, 2014 10:41 AM Flag

    We've seen a drop of 30 basis points in two weeks. That's people getting out of their short positions on bonds. Bond funds only sell with redemptions. As bond values are rising, nobody is selling and buyers are coming in, Look for continued selling into year end. FYI, Germany is heading back into recession, bond yields in Europe are negative, domestic housing is going into reverse, new mortgage origination as cratering, real unemployment is still between 12% and 13%, inflation in non-existent, government borrowing declined by over $200 billion last year and will decline another $200 billion this next year, etc.

    Sentiment: Strong Buy

  • Reply to

    Extraordinary EMEA response to Insmed...

    by jsblvbjb Oct 1, 2014 3:55 PM
    jad9000 jad9000 Oct 9, 2014 9:20 AM Flag

    He's an illiterate, schizophrenic and delusional moron that has no clue what reality looks like.

    Sentiment: Strong Buy

  • Reply to

    Little time to react

    by tomg86402 Oct 7, 2014 10:36 AM
    jad9000 jad9000 Oct 8, 2014 9:26 PM Flag

    It's going to get much, much better by year end.You might double that return.

    Sentiment: Strong Buy

KMP
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