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Brightcove Inc. Message Board

loblolly7 33 posts  |  Last Activity: 10 hours ago Member since: Feb 11, 2004
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  • Reply to

    BIG diff between MEMP and others

    by jbcguy Jul 30, 2015 5:25 PM
    loblolly7 loblolly7 10 hours ago Flag

    One word... Exactly... you nailed it.. well more than one word...

    Sentiment: Buy

  • Reply to

    Still Expect $1.60 divy and cut

    by lbrecken Jul 30, 2015 10:33 AM
    loblolly7 loblolly7 11 hours ago Flag

    Right and the sky is falling too, Look, they are hedged, just read bear case analyst report an they are good. Now it doesn't mean they wont cut to buyback shares or something else.. but a dividend cut is not a requirement for them...

    Sentiment: Buy

  • Reply to

    Marathon Man reference ...Is it Safe ???????

    by lbl4321 Aug 1, 2015 11:29 AM
    loblolly7 loblolly7 Aug 1, 2015 12:46 PM Flag

    They will do fine in the qtr... Oil prices were fairly solid in this CC... Also, with there hedges they are relative immune to the price fluctuations. So the dividend, which they announced, will be paid... However.....

    This quarter, duh, oil prices has dropped another 20 % and I doubt they will have on a pure operating cash flow basis a 100 % coverage, but it really doesn't matter, in that their hedges will make up the difference.. That said we have seen Management's in other companies spend the money elsewhere, like reduce debt i.e. linn and others... That would not be prudent here since they don't have a big debt issue and it not selling at a discount as much as the others.. What some has other is announce a big share buy back and effectively save 20 %, which would not be a bad idea... But these stocks get crushed at the elimination of dividend, I don't that it will happen here, but a prudent cut possibly... Though they don't have too.......

    Now on to the positive, and it will happen sooner rather than latter, there will be some M&A activity heating up soon.. Once that starts, the prices of some of these Companies will rally... MEMP will be on the acquirer end and will generate some good matrix... So, these are my thoughts anyway...

    Sentiment: Buy

  • Reply to

    The NASH Reversion podium is clear

    by jerrydivray Jul 26, 2015 9:14 AM
    loblolly7 loblolly7 Jul 29, 2015 8:16 PM Flag

    Thanks!.. Good job of explaining that and I get it.. In the interest of full disclosure, I am investor in ICPT and have read research reports... so obviously not relying on yahoo MB, but after seeing so many bloviating about Genfit etc, at least they gave me pause... I also know the stock got hit when the trial was results were announced, so I was suspect about their claims...

    Sentiment: Buy

  • Reply to

    Must Read.

    by crecy_war_knight Jul 28, 2015 2:40 PM
    loblolly7 loblolly7 Jul 28, 2015 5:14 PM Flag

    I am twitter illiterate... How do I get to this.. I put URL in google and it does not show up... Is this the same that RBC came out with?

    Sentiment: Buy

  • Reply to

    Must Read...Regarding ITI-007

    by crecy_war_knight Jul 25, 2015 9:02 PM
    loblolly7 loblolly7 Jul 27, 2015 6:12 PM Flag

    Just to be clear here.. Are you saying they unblinded the trial and they already know the results.? If so, how would you know that...I have access to an analyst who follows this stock... So give me your bear comment and I will get an answer...And I will post his reponse....

    Sentiment: Buy

  • Reply to

    Encouraging Day

    by schieboutr Jul 27, 2015 3:53 PM
    loblolly7 loblolly7 Jul 27, 2015 4:44 PM Flag

    This is the first time in a number of days, that the big sell blocks did not overwhelm the price.... I will say a few more days like this and we are in the process of putting in buttom...

    However, still worry about a temporary collapse in the oil market, witch will bring all of them down.. But paradoxically, that would be good for the stronger players in that they could buy assets on the cheap..

    Another catalayst that has not been discussed is the M&A play, the big oil companies have to be looking at targets. They would not be looking here, but it would give confidence to investors there is value at these price levels..

    Sentiment: Buy

  • Reply to

    When oil turned negative...

    by loblolly7 Jul 23, 2015 11:58 AM
    loblolly7 loblolly7 Jul 23, 2015 1:32 PM Flag

    Still seeing large blocks hitting it on a periodic basis....Until I don't see that, we are not done here... Not enough demand yet to overwhelem the sales..

    Sentiment: Buy

  • When oil turned negative, it took the wind out of the stock.... Other MLPs are a bit better... showing very modest gains etc...So, no bottom yet.....

    Sentiment: Buy

  • Reply to

    Witnessing a panic

    by loblolly7 Jul 22, 2015 2:39 PM
    loblolly7 loblolly7 Jul 22, 2015 3:11 PM Flag

    Good stuff, did think about the ETF angle... makes sense, because who in their right minds would be selling at this level... Once we see any type of rebound or stability in oil price, this will be up two to three dollars..

  • loblolly7 by loblolly7 Jul 22, 2015 2:39 PM Flag

    Ok, now you are witnessing the panic drop... We are at all time record volume and big declines... Fundamentals went out a long time ago.. This is the fear trade now... In my opinion, what to look for is the end of day.. Does it rally or go down more... If it continues to deteroriate, then we have more pain to come...

    We are not far from trading at the value of their hedge book... Then you get the company for free...

    Good luck everyone, this is a challenge, note money is not made at the sale, but at the buy...

    Sentiment: Buy

  • Reply to

    When is next distribution and will they cut it?

    by byeingmore Jul 20, 2015 8:33 AM
    loblolly7 loblolly7 Jul 20, 2015 10:22 AM Flag

    No reason for them to cut.. Don't know if you understand,but their hedge position allows them to maintain the dividend for the next three years..

    Sentiment: Buy

  • Reply to

    High Probability of Failure

    by the_real_biotrader Jul 18, 2015 11:50 PM
    loblolly7 loblolly7 Jul 19, 2015 9:53 PM Flag

    Nope... The phase III trial largely based on the same designed that passed in phase II, so very good chance of failure... That is not me speculating right of research report issued a couple of weeks ago from RBC...

    Sentiment: Buy

  • Reply to

    Anoter ay Another drop

    by funnguy Jul 16, 2015 11:04 AM
    loblolly7 loblolly7 Jul 16, 2015 11:17 AM Flag

    One of the best hedged companies by far.... Somebody is liquidating...Hopefully we are approaching the bottom because some fund or funds is liquidating... Note high volume so we should be about done with the sell-off...

    Sentiment: Buy

  • Reply to

    Bottom?

    by refreshingsoda2 Jul 15, 2015 2:00 PM
    loblolly7 loblolly7 Jul 15, 2015 2:08 PM Flag

    Don't know for sure...However, I am almost wondering if their hedge book maybe worth as much as the market cap of this company... Doubt it, but my point is, this is absurd. I have a call into IR... Volume is heavy, so this is fund driven.... If I was MEMP, I would be be buying these units handle over fist.. They the cash to do this...Also the preferred is down too, which is worriesome... but again hedgers solid till 2018 and even adequate in 2019..... A long long time...

    Sentiment: Buy

  • Reply to

    Mischief in Memp today

    by loblolly7 Jul 14, 2015 11:17 AM
    loblolly7 loblolly7 Jul 15, 2015 9:00 AM Flag

    And it continues this morning... wow...

    Sentiment: Buy

  • Reply to

    Here comes Iran's oil

    by purretta Jul 14, 2015 5:36 PM
    loblolly7 loblolly7 Jul 14, 2015 6:01 PM Flag

    Its going to take awhile to get there.. Note not until December at the earliest..

    Sentiment: Buy

  • Reply to

    Mischief in Memp today

    by loblolly7 Jul 14, 2015 11:17 AM
    loblolly7 loblolly7 Jul 14, 2015 2:30 PM Flag

    Shocked if this is any type of warning .. There are so hedged... Everytime we get these dumps, the price works back... So, this is some entity spacing out sales..Obviously, who know when they will be done....

    Sentiment: Buy

  • So far, the trading pattern has not been inspiring, people are selling the rally.. so far.. I would like to see it close toward the high of the day.... That will give us some clue as to the strength of the stock... Having said that, these stocks (MLPs) should be about washed out...

  • loblolly7 by loblolly7 Jul 14, 2015 11:17 AM Flag

    There is some liquidation going on in Memp today... While oil rebounding a bit and most MLPS up 4 to 5%, Memp is a laggard.. It was down early - 2%when someone dumped 35K,,,, It is by far the strongest MLP, so this appears to be another good opportunity...

    Sentiment: Buy

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