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Takeda Pharmaceutical Company Limited Message Board

kg2931 582 posts  |  Last Activity: 2 hours 39 minutes ago Member since: Jan 3, 1999
  • kg2931 kg2931 2 hours 39 minutes ago Flag

    Yeah, sure cigar! Just sell when it's down. Sounds like a sound plan! Gee thanks for the advice. Next your gonna say I'm whining, ha!

  • kg2931 kg2931 2 hours 40 minutes ago Flag

    cigar, Take an upper DUDE! Are you still invested in MU and if so, Long, Short, Options or what?

  • kg2931 kg2931 2 hours 46 minutes ago Flag

    Please stay on Topic. No one said anything about announcing intentions. I think we should get educated on the process and timing a co goes retiring convertible debt. I do think MU could be providing much better transparency of where they're at on this; when the execute/complete a retirement, how much, how much is left. kg

  • I don't think hold the bag's question is too out of line. We don't necessarily know MU's current significant drop is because of the past Qtr's announcement/"warned last CC". There could be something else going on besides that. MU's now dropped from $32.26 in the last 10 days and from $31.45 to $29.61 in just the last two days (3/2 - 3/3/15)!!! kg

  • Second most important Topic on this msg bd today and no takers, no opinions, no thumbs Up or Down. Hmmm, maybe time to move on from this msg bd...

    Kg2931 (Long 2K shrs MU @ $24.92 held patiently since 3/5/14)

  • Most important Topic today and no takers! Hmmm, maybe it's time to move on from this msg bd...

  • Time for the corporate mgmt types on this board to weigh in. I'm beginning to think co's buying back their stock is good but also just slows down the share price growth. Aside from that theory, let's talk about MU's mysterious lack of transparency buying down their convertible debt. One would think when MU's sp takes these insane dives (like in the past two days 3/2 and 3/3/15) that MU would be busy beavers chewing down the convertibles. Yet, what evidence do we have that MU is actually doing this, at what rate? What is the process, the timing? How quickly can MU execute on these stock crashes? Experienced opinions or thoughts appreciated.

    Kg2931 (Long 2K shrs MU @ $24.92 held patiently since 3/5/14)

  • There's no ticker symbol for Hynix or Samy. Surely there's more DRAM players than just those...

    Please categorize for NAND as well and I'll stack that too.

  • You tell me. I've just gathered all semis. Tell me which ones are most comparable to MU and I'll move all the others in a separate stack. kg

  • Here's what I just submitted to the MU IR Contact Us web site:

    As a concerned MU stock holder I have been tracking MU's performance compared to all semi stocks this past year. I post the following performance on various message boards. Every time the overall market goes down, or just semis go down, MU goes down disproportionally more! Investors on message boards are aware of this and sick of it! This is not just this quarter, this has been every quarter I've tracked back to 4Q 2013! It is well past time MU does something about it's stock price and show sincere concern for it's stock holders. With your performance the last year, MU's 97% institutional ownership will not last much longer.

    Yahoo Msg Bd: Kg2931 (Long & Strong 2K shrs MU @ $24.92 held patiently since 3/5/14)

    ^SOX 720.59 Down 13.91 Down 1.89%
    SMH 57.50 Down 0.97 Down 1.72%
    PSI 27.38 Down 0.52 Down 1.79%
    MU 29.44 Down 1.80 Down 5.22%
    INTC 34.10 Up 0.04 Down 0.03%
    NVDA 22.23 Down 0.36 Down 1.62%
    SNDK 78.76 Down 1.49 Down 1.87%
    SWKS 88.81 Down 2.32 Down 2.62%
    NXPI 98.85 Down 0.71 Down 1.17%
    AMBA 62.28 Up 0.63 Up 1.02%
    SEMI 25.11 Up 0.14 Up 1.32%
    ONNN 12.85 Down 0.31 Down 2.32%
    AMD 3.15 Down 0.06 Down 1.87%
    AADI 0.0015 0.00 0.00%
    MCHP 51.33 Down 1.08 Down 1.95%
    MXIM 35.17 Down 0.40 Down 1.55%
    TSEM 17.90 Up 1.11 Up 6.61%
    IDTI 20.40 Down 0.81 Down 3.82%
    FCS 17.37 Down 0.61 Down 3.66%
    MSCC 32.95 Down 0.37 Down 1.25%
    CSRE 53.11 Down 0.02 Down 0.05%
    MPWR 53.40 Down 0.76 Down 1.74%
    MTSI 33.95 Down 1.18 Down 3.36%
    AMAT 24.50 Down 1.13 Down 4.41%
    IPHI 19.21 Down 0.67 Down 3.34%

    ^DJI 18,180.71 Down 107.92 Down 0.59%
    ^GSPC 2,104.50 Down 12.89 Down 0.61%
    ^IXIC 4,970.26 Down 37.83 Down 0.76%
    ^RUT 1,233.05 Down 9.57 Down 0.77%

  • and now semi perf for today's market crash - Tuesday 3/3/15. MU down more than all semis (-5.22%)! I'm sending this picture to MU IR today. kg

    ^SOX 720.59 Down 13.91 Down 1.89%
    SMH 57.50 Down 0.97 Down 1.72%
    PSI 27.38 Down 0.52 Down 1.79%
    MU 29.44 Down 1.80 Down 5.22%
    INTC 34.10 Up 0.04 Down 0.03%
    NVDA 22.23 Down 0.36 Down 1.62%
    SNDK 78.76 Down 1.49 Down 1.87%
    SWKS 88.81 Down 2.32 Down 2.62%
    NXPI 98.85 Down 0.71 Down 1.17%
    AMBA 62.28 Up 0.63 Up 1.02%
    SEMI 25.11 Up 0.14 Up 1.32%
    ONNN 12.85 Down 0.31 Down 2.32%
    AMD 3.15 Down 0.06 Down 1.87%
    AADI 0.0015 0.00 0.00%
    MCHP 51.33 Down 1.08 Down 1.95%
    MXIM 35.17 Down 0.40 Down 1.55%
    TSEM 17.90 Up 1.11 Up 6.61%
    IDTI 20.40 Down 0.81 Down 3.82%
    FCS 17.37 Down 0.61 Down 3.66%
    MSCC 32.95 Down 0.37 Down 1.25%
    CSRE 53.11 Down 0.02 Down 0.05%
    MPWR 53.40 Down 0.76 Down 1.74%
    MTSI 33.95 Down 1.18 Down 3.36%
    AMAT 24.50 Down 1.13 Down 4.41%
    IPHI 19.21 Down 0.67 Down 3.34%

    ^DJI 18,180.71 Down 107.92 Down 0.59%
    ^GSPC 2,104.50 Down 12.89 Down 0.61%
    ^IXIC 4,970.26 Down 37.83 Down 0.76%
    ^RUT 1,233.05 Down 9.57 Down 0.77%

  • Reply to

    Loading up again

    by telecomjrm 8 hours ago

    "the downgrade is weak "

    Ditto. I agree. When the market crashes, MU always crashes more. We can put that in our high 97% Instit Ownership and spin on it every time....

    Considering buy another 1K shrs myself at this ridiculous level!

    Kg2931 (Long & Strong 2K shrs MU @ $24.92 held patiently since 3/5/14)

  • Any opinions/thoughts on why such little insider ownership? kg

  • I listened to it. Yes, I am aware the co has tamed guidance for this Qtr and that later in the year will be doing much better. Unfortunately that doesn't explain all semis up on a Mon and MU DOWN. With today's Nomura downgrade, perhaps now we know what that was all about. However, now today another 4% DOWN day and now trading under $30! Ridiculous! If I had a dollar for every time MU's gone down surprisingly and disproportionally to the market I'd be a happy man! kg

  • kg2931 kg2931 Mar 2, 2015 5:29 PM Flag

    Yes, MU I agree little chance MU will "Tank" but neither is it/will it go up! This Topic however is prompting curiosity/opinions on the extremely low % of INSIDER ownership(0.55% %) compared with the high % Held by Institutions(96.80%).

  • ^SOX 734.51 Up 19.86 Up 2.78%
    SMH 58.47 Up 1.50 Up 2.63%
    PSI 27.90 Up 0.91 Up 3.37%

    MU 31.24 Up 0.57 Up 1.86%

    INTC 34.06 Up 0.81 Up 2.44%
    NVDA 22.59 Up 0.53 Up 2.43%
    SNDK 80.25 Up 0.32 Up 0.40%
    SWKS 91.13 Up 3.38 Up 3.85%
    NXPI 99.56 Up 14.67 Up 17.27%
    AMBA 61.65 Up 4.26 Up 7.42%
    SEMI 24.97 Up 0.91 Up 3.78%
    ONNN 13.16 Up 0.41 Up 3.22%
    AMD 3.21 Up 0.10 Up 3.22%
    AADI 0.0015 0.00 0.00%
    MCHP 52.41 Up 1.14 Up 2.22%
    MXIM 35.57 Up 1.17 Up 3.42%
    TSEM 16.79 Up 0.70 Up 4.35%
    TSEM 16.79 Up 0.70 Up 4.35%
    IDTI 21.21 Up 0.57 Up 2.76%
    FCS 17.98 Up 0.54 Up 3.10%
    MSCC 33.32 Up 1.08 Up 3.35%
    CSRE 53.13 Down 0.25 Down 0.46%
    MPWR 54.16 Up 1.43 Up 2.71%
    MTSI 35.13 Up 1.41 Up 4.18%
    AMAT 25.60 Up 0.55 Up 2.20%
    IPHI 19.88 Up 1.24 Up 6.65%

    ^DJI 18,288.63 Up 155.93 Up 0.86%
    ^GSPC 2,117.39 Up 12.89 Up 0.61%
    ^IXIC 5,008.10 Up 44.57 Up 0.90%
    ^RUT 1,242.62 Up 9.25 Up 0.75%

  • Reply to

    MU sp growing on track with semis since Feb 9th

    by kg2931 Mar 2, 2015 2:22 PM
    kg2931 kg2931 Mar 2, 2015 5:04 PM Flag

    xq, Thx. I just logged into IV MU msg bd and looked at the 13g docs but shows me no detailed info for the acquisitions. I'm not familiar with that site or the process, so sort of lost. What point are you making after looking at the docs? kg

  • Reply to

    NSQD high but YHOO lingers. Sad sad sad

    by dlaik_1999 Mar 2, 2015 3:57 PM
    kg2931 kg2931 Mar 2, 2015 4:49 PM Flag

    Yes the entire market went up today while BABA/YHOO went down. I don't thing it has anything to do with YHOO's valuation (which know one can truly get a handle on until Spinco is approved/implemented). I think it's simply YHOO tracks BABA and no one wants to gamble on BABA until the China Govt thing plays out. Also, Taiwan has given BABA 6 months to get out - announced just today.

  • Reply to

    What's happening with BABA?

    by jr5113 Mar 2, 2015 11:58 AM
    kg2931 kg2931 Mar 2, 2015 2:53 PM Flag

    Although rivals, China and Taiwan have always been joined at the hip. If China wanted to, at anytime it could effectively just take over Taiwan economically, if not it's sovereignty too...

  • Reply to

    What's happening with BABA?

    by jr5113 Mar 2, 2015 11:58 AM
    kg2931 kg2931 Mar 2, 2015 2:35 PM Flag

    why would YHOO want to "sell" it's BABA shrs when BABA is the majority of the value of YHOO. YHOO is rooting for BABA just like everyone else that's invested in either stock...

    The first BABA lockup period expires this month March 21st. If YHOO were to "sell" it's BABA stake, what would it have left? Why would YHOO do that?

    KG2931 (Long 1K shrs YHOO @ $49.40 since 1/27/15 pre-spinoff announcement)

TKPYY
26.35+0.49(+1.89%)Mar 3 3:47 PMEST

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