Affymax, Inc. (AFFY) Message Board
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Prostitution.
- Reply to
over 50% of telecom shipments in Q1 were to Nokia Siemens in Japan!!!
by jaketen2001 •Apr 30, 2013 12:34 PM@ppall
Half correct.
Correct what you reported.
But now things are changed.
- the operative costs get lower and lower (just check with previous qrt/year).
- margins keep growing... and will grow more quickly because of the VW agreement, which can pump in something well above 30% in margins (I'd say 40/50%).
That should possibly push profitability well BEFORE 90M$/year.
My very personal opinion. -
Don't you know? The talk on YMB is "buy when there's no more risk and little upside"... in other words: "buy high and sell low".... ah
long -
Today I sold 4k EXEL in 25% gain..... think it's priced in the ASCO party.
Same time, I added up 2k AMRN shares.....@7.01.
It's like you say. The secret is: look at them only one time a day.
I'm tempted not to look at it for 2 years.
long AMRN
my last biostock -
I agree.
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Hedge funds are not here to stay.
Someone made a fat +10/+20% and got out.
Can you blame him?
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We will talk about big holder % in 50 days, that is when it's updated (considering some new entry after directors' purchases). -
?????
Cross fingers. -
Good question.
We should ask them via mail.
If engineering was included, order book should have grown much much more. -
I'm waiting for constructive comments.
Jaketen, Blue..... all the guys. -
After all the positive happening, mngm purchase included, I'm personally in stand by mode.
All we have to see is:
- more contracts flowing in...... but no hurry for the moment
- improving eps, starting by next qrt
- NO secondary offering.... please, until at least 2/1.8$
The positive sentiment keeps growing.
Some big name to buy into on open market, would be the magic card at this point. -
What the hell.....
I almost had a stroke.
Will you please put quotes "" when there's an underlining expression?.... "Groundbreaking"
At first sight - only at the headline - I thought there was a major problem to the ground of the plant site.... a chasm. Really!
Ah....! -
Numbers are better than what they seem. I want to comment about the negative items:
- material handling -27%.... that's of course negative, and depending from Plug situation. No doubt.
- enginneering -22%.... Not meaningful: the $$ from VW are not flowing in yet.
I think the EPS -0.09 is impacted from the sale of material handling. I could be wrong, but in this qrt the more significant is normalized EPS... -0.07.
Let's see if market look at all the other positve points, compared with 2012 1st qrt.... eps as well. -
In few minutes or just before opening bell, tomorrow.
I'm not expecting great numbers.
Anal-ysts, they do expect for -0.06.
Don't know. I was waiting for -0.04..... but it also depends on how they collected numbers (cash from secondary, selling of the material segment, upfront from VW?)...... we'll see.
There are a lot of "?".
Have no hurry. I'm half loaded of the position I'd like.
Honestly, I was waiting for some director to buy in these days, just like FCELers did days ago.
The canadian website posts the trade one day after... but I was waiting to see it today.
Nothing for now.
Maybe still not the magical quarter.
I guess first the PLUG situation must be solved.
I see the short position increased a little..... today the falling from 1 to 0.89 can come by short selling (no big volumes).
I guess -0.06 could be OK. All above could be great.
GLTA -
Plug Mcap is now 6.2 Mil$.
Would mean 6 Mio BLDP's shares @ 1$.
That's not the big matter for a RS.
I was simply pointing to this "point 5".......
I guess they put it on the meeting because today we are still under a $.
We haven't received the latter from Nasdaq yet.
1 day above the $ and we are resetted.
If not (after the $) we have 6 months (+6 aditional) to get back above the $ for 10 days.
6+6 months, that's why they put it in the meeting form.... that's why they talk about the power to do an "hypothetical" RS until july 2014.
"I wonder if Lazard saw this coming?"... indeed.
It's a no issue.
It's the procedure.... I don't like it, but it's only the procedure. - Reply to
John and Tony are sweating like Dan Quale in a spelling contest
by levycarni •Apr 29, 2013 9:51 AMMaybe....
Anyway, I like page 7. John:
About VW: "....In return, we are being paid for our work, our IP and fundamental know how, generating sound margins on a very significant revenue stream over 4 years, or even longer.
With this VW contract and the momentum that we experienced exiting 2012, we expect significant growth in 2013.
Specifically, we expect revenue growth in excess of 30% and an improvement in Adjusted EBITDA in excess of 50%. "
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You must like something on this one, or simply sell. -
Is this self-bashing?
This round, the letter from Nasdaq hasn't been released yet... and we talk of RS?
Maybe this is just the procedure when PPS is under a $ and the annual meeting is approaching.
(Just for memo, one day above the $ and the thing is resetted).
Have I to tell you how to vote?
No. -
oopppps....
now 9500 shares + 5% -
Just out.
Point 5:
"To consider and, if deemed appropriate, adopt, with or without variation, a special resolution approving an amendment to the Corporation’s articles of incorporation to consolidate its issued and outstanding Shares on the basis of a ratio within the range of one post-consolidation Share for every three pre-consolidation Shares to one post-consolidation Share for every seven pre-consolidation Shares, with the ratio to be selected and implemented by the Board of Directors in its sole discretion, if at all, at any time prior to June 4, 2014; "
Are they asking us to do a reverse split 1:3 / 1:7 without calling it "reverse-split"?
#1 - what a piece of poetry
#2 - what a hurry -
Goggle finance is done.
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I really can't find the data are here posted (IMS' and Symphony's).
Where can I find them?
tx