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Tessera Technologies Inc. Message Board

jupiter_symphony33 58 posts  |  Last Activity: Jun 30, 2014 3:24 AM Member since: Oct 7, 2005
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  • Reply to

    ottohuber76.........354 posts in 10 days

    by kcand52 Jun 29, 2014 11:33 PM
    jupiter_symphony33 jupiter_symphony33 Jun 30, 2014 3:24 AM Flag

    I would say Otto is definitely someone's "employee." Can't imagine anyway doing 354 posts in 10 days without some kind of compensation, no matter how mentally ill.

    The real question is who's the guy working for? It would be interesting to find out who hires people like this and instructs them to post in this way. Would it turn out to be some hedge fund we have all heard of?

    Seems unethical at the least, but really it is more unscrupulous, when you consider the very aggressive approach posters like this use.

    Have any of the bigger entities who are paying guys like Otto ever been found out and called out?

    It would be great to have the employers of these people dragged out into the light. I think it would really damage some reputations, and quite deservedly too.

  • Reply to

    Motley will start pumping soon

    by divin4tacos Jun 23, 2014 12:33 PM
    jupiter_symphony33 jupiter_symphony33 Jun 24, 2014 1:28 AM Flag

    probably means they were doing a pair trade: long ANR, short WLT

    oops.

  • jupiter_symphony33 jupiter_symphony33 Jun 24, 2014 12:53 AM Flag

    short end of the stock you mean? haha

    probably Geist's crew at work.

    Remember that S&P correction everyone was calling for back in April and May?

    yeah, you got it: never comes when everyone is saying it will

    but imagine what kind of rocket launch scenario ANV is set up for here, if it comes when NO ONE is saying it will

    glty

  • Reply to

    How much does this company worth?

    by mingey1 Jun 8, 2014 10:43 AM
    jupiter_symphony33 jupiter_symphony33 Jun 24, 2014 12:46 AM Flag

    yep I think you hit the nail on the head there.

    at one point $1 billion was on the table for 20% of their royalties

    so how much is this company worth? at least a few people seem to have figured it out already.

    but just wait until the crowd arrives.

  • Reply to

    $60 next week, CANT STOP THIS LOW FLOAT PLAY

    by drewzzzz Jun 20, 2014 3:51 PM
    jupiter_symphony33 jupiter_symphony33 Jun 24, 2014 12:43 AM Flag

    you've been talking to yourself on the Theravance message boards for awhile now.

    love your enthusiasm.

    I think you've let the cat out of the bag though.

    shhhhh.. let's keep this out little secret!

  • Reply to

    Nice pop here and TBPH

    by gr8tfldad Jun 16, 2014 10:53 AM
    jupiter_symphony33 jupiter_symphony33 Jun 16, 2014 11:01 AM Flag

    looks like somebody with a lot of money has some information we aren't privy to

  • Reply to

    We could test $4.65 before earnings.

    by burn_the_shorts Jun 11, 2014 2:54 PM
    jupiter_symphony33 jupiter_symphony33 Jun 16, 2014 12:38 AM Flag

    yes market does look like it could cave soon. and what happens when the market caves, assuming it is more than just a short term correction? money will be taken out of the leaders and put into the laggards that show future promise. that means that after the initial market jolts, AMD, which has stagnated for so long, stands a good chance of appreciating rapidly. this is a great place to be, both because of the merits of AMD itself, and because AMD is likely to be a beneficiary if there is a severe market decline and money starts coming out of assets that have been bid up beyond all reason during the bull phase. if you have never experienced the mind-blowing turn around power of a long stagnant stock when market conditions change, you are in for a big surprise. just make sure your strong conviction doesn't put you on the wrong side of the trade and lead you into bankruptcy.

    Sentiment: Strong Buy

  • jupiter_symphony33 jupiter_symphony33 Jun 15, 2014 12:26 PM Flag

    that is my understanding, yes, that they will be taxed as a dividend.

    in the SEC filings THRX stated that they applied to the IRS, asking that shareholders receive the spinoff shares as a "tax-free dividend" but the IRS would not agree.

    however, there are some more complicated and unlcear statements that follow this, which I will need to review more closely.

    at any rate, there is nothing to worry about, everything will be made clear when you receive your 1099-B.

  • Reply to

    I wish we could reconstruct Oceans 11 elsewhere

    by giguy_1999 Jun 11, 2014 2:39 PM
    jupiter_symphony33 jupiter_symphony33 Jun 14, 2014 12:41 AM Flag

    THRX is one of my largest holdings.

  • Reply to

    I wish we could reconstruct Oceans 11 elsewhere

    by giguy_1999 Jun 11, 2014 2:39 PM
    jupiter_symphony33 jupiter_symphony33 Jun 14, 2014 12:41 AM Flag

    yes of course you're invited. emailed you.

  • Reply to

    I wish we could reconstruct Oceans 11 elsewhere

    by giguy_1999 Jun 11, 2014 2:39 PM
    jupiter_symphony33 jupiter_symphony33 Jun 12, 2014 1:11 AM Flag

    ok giguy, I've got a private forum set up for us. drop me a line at : jupitersymphony33 at gmail and I will pass the info on to you

    other oceans11 members feel free to email me for access info as well, or you can email giguy if you are already in touch with him, since he will have the info soon

    looking forward to a continuing our dialogue on investing ideas

    jup

  • Reply to

    I wish we could reconstruct Oceans 11 elsewhere

    by giguy_1999 Jun 11, 2014 2:39 PM
    jupiter_symphony33 jupiter_symphony33 Jun 12, 2014 12:57 AM Flag

    giguy, I'm looking into starting up a private forum for our little oceans 11 stock club. haven't done this before but pretty sure it's possible. If I make progress on this, I'll post an update here. if I get it up and going, oceans 11 members can email me and we'll be off to the races.

  • jupiter_symphony33 jupiter_symphony33 Jun 11, 2014 12:13 AM Flag

    The GS guy who said 1050? You mean Currie? I am long gold now, but I'm not sure where you got the information he thinks gold is going through the roof. Please provide a link to your source.

    He is bearish on gold and all other commodities.

    Quote:

    "Currie’s theme has all along related gold weakness to recovery in the U.S. economy which he thinks is headed strongly upwards and will enable the Fed to continue its tapering programme and gradually cease pushing more and more liquidity into the economy."

    Quote:

    Meanwhile though, Currie appears to be bearish on all commodities – not just on gold. Speaking in London at a Goldman Sachs investor seminar, he noted “I can’t tell you about one commodity out there that has a bullish supply-side story".

    Indeed he went much further commenting “the rotation away from emerging markets and towards developed market demand as well as the supply increase, particularly the US shale revolution, are creating a new commodity cycle”, which “eventually suggests a structural bear market in commodities”, though Goldman Sachs believes that to be “still in the distant future”

  • Reply to

    Why such a big arbitrage spread?

    by maxsimms999 Jun 10, 2014 9:17 AM
    jupiter_symphony33 jupiter_symphony33 Jun 10, 2014 9:59 AM Flag

    the legal investigations have nothing to do with this. this is pretty typical action for buy out candidates.

    keep in mind that the thesis of the legal investigations is that IDIX did not shop themselves around as much and that Merck is underpaying. So if anything, the legal investigations should drive the price up HIGHER on speculation that IDIX might have to open themselves to a higher bid from another party.

    the short position in the stock has nothing to do with current price action. the max buyout is known to everyone as 24.50 so it will never trade above that, and will most likely continue to trade below it until the deal is 100% confirmed.

  • Reply to

    Why such a big arbitrage spread?

    by maxsimms999 Jun 10, 2014 9:17 AM
    jupiter_symphony33 jupiter_symphony33 Jun 10, 2014 9:57 AM Flag

    it's really not too unusual in buy out situations for the stock to trade below the buyout price. since the press release has set the max buyout price as 24.50, everyone knows that is it, so this is not a situation where you'd expect it to trade above the buyout price. at the same time you have a whole slew of people out there, the doubters, arb players, the traders, the options players. they all want to see price fluctuation, especially the options players, so that they can get more money on their side of the trade and so that you get less money on your side. really I think it is the options market that thrives on this most and it creates more price instability. that's why if you have options in a situation like this it's best to unload them ASAP, unless they are long dated and you can hold them until the buyout takes places. If you own shares of stock you can just hold and wait to receive your full 24.50 when the deal goes through.

  • jupiter_symphony33 by jupiter_symphony33 Jun 10, 2014 8:14 AM Flag

    It's just a total cesspit at this point.

    Seems to have been completely taken over by shorts who spend all their time trying to make a fictitious connection between management's ability and the current share price.

    Haven't been posting much lately, but I have been using the recent sub-3 prices to load up on ANV. What a great opportunity, and it's not one I think is going to last for long.

    My regards to all the old time longs here, though there don't seem to be many left. I notice at least one or two familiar names.

  • jupiter_symphony33 by jupiter_symphony33 Jun 9, 2014 1:15 PM Flag

    are they really going to be allowed to rip IDIX out of the hands of shareholders for the absurdly low price of 24.50?

    A major battle is brewing as we speak, I guarantee it.

    As for me, I won't sell a single share at the current price, and don't advise anyone else to do so either.

    I'm holding out for a higher price that reflects that true value of the company.

    If Merck takes us for a song, so be it.. But have the patience to wait for the final outcome of a process that has just begun. Don't panic sell now.

    Sentiment: Strong Buy

  • Reply to

    Who is the second bidder here?

    by hohoo69 Jun 9, 2014 12:17 PM
    jupiter_symphony33 jupiter_symphony33 Jun 9, 2014 1:04 PM Flag

    there is already a legal investigation of the board underway, to determine whether the board breached their fiduciary duty to shareholders. It is pretty obvious to everyone that Merck is underpaying.

    Sentiment: Strong Buy

  • jupiter_symphony33 by jupiter_symphony33 Jun 9, 2014 12:05 PM Flag

    "Baird upgraded Idenix Pharmaceuticals Inc. (NASDAQ: IDIX) from Underperform to Neutral with a price target of $24.00 (from $3.00)"

    Now if this doesn't prove how absolutely silly analysts are and how useless their recommendations, I don't know what does!

  • jupiter_symphony33 by jupiter_symphony33 Jun 9, 2014 11:49 AM Flag

    man, this board has turned into a royal pumpfest, with everyone on here trying to pump the biotech stocks they own, saying "this is the next buyout!!"

    what a crazy world.

    what's funny is all the stocks these guys are pumping like MNKD, ARIA, ARNA, etc. etc. etc. are all the super hyped stocks which have long been overcrowded by traders hoping to get rich quick.

    IDIX is a stock which very few followed and very few owned. It had zero appeal to the "get rich quick" crowd.

    Savvy investors can learn something from this. And beware the pumpers. There is no "next buyout." IDIX is the buyout, and it happened, and if you weren't in it, oh well. The next buyout cannot be known, and it won't be one of these super hyped super pumped stocks, it will be another stock like IDIX, which almost nobody knows about.

    look for that one if you want to make money, don't waste your time with the overhyped garbage.

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