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ImmunoGen, Inc. Message Board

johngunn51 11 posts  |  Last Activity: Apr 2, 2015 12:16 PM Member since: Mar 8, 1999
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  • johngunn51 by johngunn51 Apr 2, 2015 12:16 PM Flag

    "Major new Tesla product to be unveiled APR 30, not a car!" My belief is it is a new battery system for residential solar storage. HPJ could and should get a big boost from this if their timing is right. As for takeover, the POC does not allow foreign companies to own more than 50%. I believe Highpower can make a product just as big as Tesla's. Tesla's will be branded for Solar City. That leaves the rest of the world for HPJ!

  • He's dumped 4 consecutive quarters around earnings time. Why is still on the BOD. Why doesn't the company buy back his stock below market and get him the heck out of there?

  • Reply to

    Good buy here

    by johngunn51 Mar 25, 2015 12:52 PM
    johngunn51 johngunn51 Mar 25, 2015 9:44 PM Flag

    If you look at the valuation measures compared to say ENR- Energizer Holdings, whether it's price to book value, price to sales, enterprise value to EBIDTA, forward 12 mo PE ratio, PE/growth ratio, the disparity is now glaring. It does not begin to approach comp until the stock is somewhere in the 6-8 range. Granted ENR is a much larger company and it's business is retail but HPJ has a higher organic growth rate both in revenues and earnings. If Highpower was accorded a 6.11 PEG the stock would be in double digits. TJ Fisher who has been on the HPJ board for3- 4 years now, was VP of Energizer and HPJ made batteries for them, and that is how he came to know them. If you don't like battery comps, just use the S&P 500 trading at 18-19 forward earnings and the earnings growth curve is not as attractive going forward as Highpower's. Just my opinion, but I have a lot of experience both on Wall Street and as an investor in HPJ.

  • johngunn51 by johngunn51 Mar 25, 2015 12:52 PM Flag

    Good company w good management and a good future. They are on their way to being a major player in the battery/ energy storage space and the stock under 6 does not reflect what they have already achieved, let alone what's coming. I bought a bunch here and have that tingly Warren Buffett feeling--- got a deal!

  • Test lab results, breakthrough designation for ICE emissions control technology, name change, corporate rebranding , OEM demonstration(s) on new models, 15-20mil cash raise at $5-6 bucks, and then double digits and 200mil + market cap next year.

  • Reply to

    Are Varoufakis’ days numbered as MOF?

    by brendabreeze77 Mar 10, 2015 10:59 PM
    johngunn51 johngunn51 Mar 10, 2015 11:12 PM Flag

    Maybe Wolfgang Schaeuble's days are numbered. A new Greece is on the horizon and it's success will be good for everyone. But they have to be incentivized, not punished.

  • Reply to

    There's no bottom

    by you_twit_face Mar 4, 2015 4:09 PM
    johngunn51 johngunn51 Mar 4, 2015 4:59 PM Flag

    Today was the cut-off for insider trading- 14 days before the release of the quarterly. Hopefully the drop today was more technical- stop limits and/or capitulation. If it turns out any insiders traded on not public negative information to be released in the quarterly- if there is any, I would have to sue the #$%$ out of them.

  • Reply to

    Transition-Updraft

    by billyteex1 Feb 14, 2015 11:34 AM
    johngunn51 johngunn51 Feb 16, 2015 1:26 AM Flag

    It was never Golden's intention to sell after market auto parts. He merged into CDTI for the platform to advance a disruptive technology. And that's exactly what he's doing.

  • I researched the last 8 Lifshitz ( is that your name or is that what you are, thank you Ford Fairlane) stock ambulance chaser announcements- None of them resulted in cases brought. Moreover the median stock price 90 days post troll announcement + 38%. In other words, when these guys go fishing, that's most often a great time to buy. The present management had zero to do with the trials in India-they were not properly designed and are not at all indicative of the potential of the vaccine platform, especially when administered with the checkpoint inhibitor. They were also very upfront about using the dream team IR in the beginning to change the companies image and none of the management has sold any significant amount of stock.

  • Have followed the company for a few years and really like the aberrant sale price. Excellent project/ revenue backlog makes loan renewal attractive going forward, especially with interest rates next to nil. Commodity prices esp for road and construction materials also at decade lows and favorable -bipartisan- political climate for long neglected infrastructure spending should be a big drivers for Sterling's business next several years. I am not the oracle of Omaha, but have done pretty well buying good businesses on the cheap after panic selling. Good luck and God Bless

  • Couldn't buy the IPO, tracked it and bagged it today. My orthophedic doc who also works for the Oakland A's and SF Ballet says NeoCart is "very promising". He also does stem cells, which I am getting but there is no way the stem cell procedure gets FDA approval or insurance approval. If you look closely at the trials to date, there is no question the NeoCart system grows cartilage in vivo. There is nothing else even close to doing that on the market. As for the stock, down 30% yes but the key is light volume. Could be a someone who had to sell into a thin market for tax money, or divorce, or who knows. Or could be and index balancing. I expect a quick and substantial rebound.

IMGN
9.19-0.77(-7.73%)10:57 AMEDT