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Atlantic Power Corporation Message Board

jonny_letter 54 posts  |  Last Activity: Jun 27, 2016 7:27 PM Member since: Dec 29, 2010
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  • Reply to

    patient got jauntice after 1 dose after 117days

    by profitize Jun 27, 2016 5:18 PM
    jonny_letter jonny_letter Jun 27, 2016 7:27 PM Flag

    FDA is notoriously slow. My guess is the company already knew this was coming which might also explain why the new credit line was necessary to complete clinical programs. Hopefully just a timeline setback, we don't know really if is serious or not but looks likely is not something that can be easily blamed on RG101 from the information in the PR.

    Its just a major uncertainty how long FDA will take to clear a hold, it may amount to nothing if no other AE's are identified. All prior research indicated the drug is well tolerated, while Jaundice is not a listed potential side effect of Harvoni many patients seem to complain of this. You can find a lot of forums that discuss this problem. Kind of sucks that its possibly the side effect of another drug that is really the problem here.

  • jonny_letter jonny_letter Jun 27, 2016 5:59 PM Flag

    Maybe was not even the liver then, this patient was end stage renal failure according to the release. Possible hemolytic uremic syndrome (kidney disease which causes Jaundice like condition) but with all the meds this patient was taking it may take a long time to figure it out. Anyway the good news is that study was completed and just in final protocol stages, overall the results are still pretty excellent so this should not be insurmountable,.

  • Reply to

    patient got jauntice after 1 dose after 117days

    by profitize Jun 27, 2016 5:18 PM
    jonny_letter jonny_letter Jun 27, 2016 5:24 PM Flag

    I tend to agree, just FDA being over-cautious. Seems like news leaked out early though

  • Reply to

    Shares --- Action after the bell.

    by waltevans Jun 24, 2016 7:06 PM
    jonny_letter jonny_letter Jun 24, 2016 7:20 PM Flag

    Probably russell index rebalancing, it happens every year at this time.

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 24, 2016 10:40 AM Flag

    Well if you check out LSCG, I doubt they have anywhere near mfg capacity to fill these types of volumes. The product comes from China so what other company could possibly be the supplier? I have clients that import and distribute lots of China goods and nowhere on the carton does it reference the manufacture source, only the distributor. You would not be able to return merchandise to China in any event, all warranty activity is handled by the distributor. This arrangement probably has more to do with an exclusivity agreement walmart has with TCP. IMO the most logical source is TCP for all this product, also what would you make of the CFL bulbs under ecosmart brand, I seriously doubt any newcomer company would offer those since its a legacy product that will be gone soon. TCP is still the major low cost source for these bulbs. I would bet TCP is Ecosmarts contract mfg.

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 23, 2016 3:30 PM Flag

    lol

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 23, 2016 2:11 PM Flag

    I found in the footnotes for LSCG the following:

    Agreements with Contract Manufacturers

    The Company currently depends on a small number of contract manufacturers to manufacture its products. If any of these contract manufacturers were to terminate their agreements with the Company or fail to provide the required capacity and quality on a timely basis, the Company may be unable to manufacture and ship products until replacement contract manufacturing services could be obtained.

    I think maybe TCPI is supplying LSCG?

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 23, 2016 2:06 PM Flag

    The 2 company bulbs look very similar however... wondering if TCP is actually making product for Ecosmart (Lighting Science Group) Maybe someone reading knows, ticker is LSCG which is a penny stock with a balance sheet that looks like hell. Hard to imagine they are manufacturing their product in China and not purchasing from a subcontractor

  • Reply to

    MARKETS RALLYING..POS UP 2 PENNIES...

    by sg1757 Jun 23, 2016 9:44 AM
    jonny_letter jonny_letter Jun 23, 2016 10:20 AM Flag

    You need to refresh your screen lol. I recommend you learn patience, manners and get the caps lock key fixed

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 23, 2016 9:57 AM Flag

    HD now carries tons of Ecosmart brand which is actually a competitor to TCP and not affiliated, company name Lighting Solutions is not TCP so apparently the company lost the HD business. At my HD they have a huge amount of these LED bulbs from Ecosmart, Phillips, and Cree primarily on pallets all over the store but no TCP brand. The prices are really coming down, like $3.68 where a year ago they were fetching well over $6 per.

  • Reply to

    BIGGEST POS STOCK EVER....

    by sg1757 Jun 21, 2016 10:44 AM
    jonny_letter jonny_letter Jun 22, 2016 12:19 PM Flag

    Well its up to you to get even, its giving plenty of trading opportunities making these daily 4-5% moves. Mutley Fool is only looking at technicals, any idiot can look at a chart and tell you what happened but they truly have no crystal ball about where its going longer term.

  • Reply to

    BIGGEST POS STOCK EVER....

    by sg1757 Jun 21, 2016 10:44 AM
    jonny_letter jonny_letter Jun 21, 2016 12:11 PM Flag

    Seems like it but behind the scenes looks really promising. I think its not the stock thats a POS but it may be the MM is but you can't blame him. Its just there are no more shares available to buy, So whenever someone buys shares at market the MM has to record a short in his book and his incentive is to punish anyone who is buying. Thats the way it works with these small cap zero available float stocks. You can totally game what this MM is doing, just buy a few shares and wait for him to collapse to price like today and then load up the boat and wait for the inevitable bounce back. Is actually one of the safest trading games around if you know what you are doing. Its highly unlikely the insiders or institutions are selling shares here with the great trial results they are getting.

  • Reply to

    Kaj Den Das Twitter Account

    by c_cardillo_2 Jun 17, 2016 10:35 AM
    jonny_letter jonny_letter Jun 17, 2016 1:46 PM Flag

    idk much about twitter but could we shame / flame him on it? hashtag speakupkaj. So tired of them treating public shareholders like mushrooms. Their investigation must have opened big cans of worms, maybe a FCPA issue.

  • Reply to

    Buy SING Last warning!

    by dhtpoorholding Jun 15, 2016 11:43 AM
    jonny_letter jonny_letter Jun 15, 2016 2:03 PM Flag

    What is there to research... balance sheets says its already bankrupt, they just don't have the money to formally file the paperwork. And fantasy sports has already been around for a while, lots of competitors. Good luck with that, short DHT at this price and buy SING at .01 is almost surefire way to become a poor holding yourself

  • Reply to

    Price of oil

    by bootcop1 Jun 15, 2016 10:46 AM
    jonny_letter jonny_letter Jun 15, 2016 1:52 PM Flag

    Is not such a simple equation, to me the problem lies with China economy which looks like is slowing hard. You can see this by way of their electrical consumption and raw material inputs falling. Much oil shipments are to the far east for the VLCC class ships. Second is Iran's fleet re-entering the market but that has not happened in significant way yet due to them being cutoff from swift and much of their tanker fleet needs to undergo recertifications. 3rd we have the storage is filled up now, where to store all this excess oil in the event China slows like it seems is happening? Those are the negatives on the horizon. I think at the current price more than discounts all of these factors which makes it a strong buy down here. Even if all three negative factors I mention come to pass, DHT clearly has the financial strength to survive even a protracted downturn. Lets hope this quarter we see the company ramp up purchases of their convertibles since that is the main problem with this stock.

  • Reply to

    TCP no longer A19 LED Manufacturer to Home Depot

    by victoriya2 Jun 12, 2016 1:40 PM
    jonny_letter jonny_letter Jun 13, 2016 1:22 PM Flag

    Bolmans' right, TCPI was never very prominent at HD but is a main supplier to Walmart. Most of the sku's carried at HD on their website are larger cartons of 6 which makes sense since they have always had a larger presence in the contractor and installations marketplace as a volume/discount supplier. You can find some TCP items on the shelf at HD but mostly its Cree and Phillips and if you visit HD, you can definitely see the LED marketplace is saturated already and extremely competitive with prices being discounted for the individual bulbs. I think TCP is smart to stay out of that mess and go for the C&I market where they can sell a lot more bulbs in volume plus hang onto walmart as a prime supplier. They must have a good cost advantage over the major brands and a decent product if they can stay on walmarts shelves since it is notorious for hammering on their vendors pricing.

  • jonny_letter jonny_letter Jun 9, 2016 1:01 PM Flag

    This RG101 test had a primary endpoint of only 12 weeks at which point they had very good results. I believe they continued reporting results after the primary endpoint in order to confirm as best they could the long term anti virologic action. I'm not really sure why the participants are reporting in reduced numbers but may be that the test subjects interest in follow up has waned since these sorts of trials are a bit intrusive, I would not read too much into the reporting population declining as they had a decent confirmation at the primary endpoint, the follow ups go beyond the scope of their initial trial design and are presumably to demonstrate the longer term action. Possibly FDA can consider this additional data collected in terms of any future approvals

  • jonny_letter jonny_letter Jun 8, 2016 3:43 PM Flag

    There is a big short position here. Using HFT to create uncleared shares to increase the tradeable float. When HFT buys and sells millions of flipped shares they get the same 3 days as other shares for the DTCC to track down the actual stock so its a way the shorts manipulate the system to create the illusion of a sell off. Just be patient, the latest data was very good and the same micro RNA tech is useful for a lot of other diseases. I'm thinking at some point the big players will need to buy this out to gain competitive advantages in treatments which is going to be especially true in the near future with drug pricing being a huge issue. Just hang on, the shorts will move on soon if they can only find any real shares to cover their huge position, the stats show insiders own 40% and insitutions own 70% so this stock has a tiny public float which means extra aggressive shorts. We can all do them a favor and put your shares up for sale at 50% higher price than now to be sure they are not flagged as available for shorts to borrow (if you have a margin acct)

  • jonny_letter jonny_letter May 8, 2016 3:51 PM Flag

    That sounds low to me but if true, other insurers will also be seeking a steep discount you think? What is D going for lately and do you know what qty these prices relate to? Maybe volumes have gone way up?

  • Reply to

    Stand By for Biotech M&A

    by geringerart May 8, 2016 8:07 AM
    jonny_letter jonny_letter May 8, 2016 1:03 PM Flag

    Mkt cap for RGLS is less than $300M, HZNP is $2B so I think RGLS is far more likely to see M&A type activity IMO. FA needs to show some great results soon for HZNP to get some legs in this market. Could happen, probably a ways off however. FA is basically interferon which is pretty old school stuff, side effects are awful. There are many versions of interferon on the market for a lot of conditions so is exclusivity an issue? I mean could another form just ride on FA test coattails?

AT
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