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Opko Health, Inc. Message Board

lookingforatenbagger 700 posts  |  Last Activity: 1 hour 24 minutes ago Member since: Nov 17, 2004
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  • lookingforatenbagger lookingforatenbagger 1 hour 24 minutes ago Flag

    Mel asks, "LOL exactly my point ..and of those 15-20 [US manufacturers] how many are "MADE IN AMERICA" ? And how many can match EFOI quality and performance ?"

    I don't think Mel understands the how the "Buy American Act" works, since all LED tubes made in teh US qualify. As far as Design Lights Consortium is concerned they ALL also meet the same standard of quality and performance.

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 1 hour 37 minutes ago Flag

    Only 5 tubes approved today from a repeat manufacturer; Nexus Electrical/LUCECO

  • lookingforatenbagger lookingforatenbagger 1 hour 45 minutes ago Flag

    Mel, Your statement "I have owned shares from $1.60 (.16 pre R/split) ,still do." should be explained as your using Last In First Out accounting. Since you have been trading shares in and out your basis is very different and your calim to still own $1.60 shares is deceptive.

  • Reply to

    I just bought more shares at $15.58 .....

    by amelanchere Nov 30, 2015 11:57 AM
    lookingforatenbagger lookingforatenbagger 1 hour 52 minutes ago Flag

    Will you erase this post in January or wait until march?

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 1 hour 54 minutes ago Flag

    Nickel a post boy (NPB) contributes nothing once again

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 1 hour 59 minutes ago Flag

    Mel, I have never negatively commented on any personal information you have shared, nor will I. I don't remember any personal information you posted in the first week of September, but do know you erased EVERYTHING. I am disappointed you opted for that choice.

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 2 hours 4 minutes ago Flag

    Since you have opted to erase two weeks of posts I guess we will never know, but you posted about selling to pay off your house and to buy a car in August. Your selling in September was never mentioned.

    I am disappointed you opted to remove this part of your record, counting on the other boosters to ignore the choice.

  • lookingforatenbagger lookingforatenbagger 2 hours 23 minutes ago Flag

    I do not remember you writing anything about it being a good idea to sell stock the first week of September. I notice you decided to rewrite history by erasing your posts from August 31st to September. I am very disappointed in this behavior. It does look very upfront to me.

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 2 hours 35 minutes ago Flag

    The government fiscal year ends on September 30th. Last years big sales didn't hit the bottom line till 1Q15.

  • lookingforatenbagger lookingforatenbagger 2 hours 37 minutes ago Flag

    They probably will. How much will that add to teh bottom line? The press release stated, ""The initial phase of this LED retrofit project covers the Cleveland Clinic's main campus near downtown Cleveland and is expected to require approximately 250,000 TLEDs and take 18 to 24 months to complete." Let's say they deliver 80,000 TLEDs at $20 each. That wil contribute $1.6M. Not bad, but less than 10% of the Navysales

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 2 hours 44 minutes ago Flag

    Frankie concludes: "In regards to life cycle, again my understanding is that it's not about the bulbs lasting 50,000 hours, its about the technology. I replace my computer every 2-3 years not because it stops working but because the technology advances. "

    LFTB: The T8 LED replacement lamp is not very sophisticated technology in what it delivers and is life limited as fewer and fewer fluorescent light fixtures are used in new and renovated buildings. One has to ask the question, "What technological advancement would make me replace an already operating piece of equipment before the end of its useful life?" I can't think of any that would apply to a replacement LED tube?

    I am an electrical engineer and when I started the standard for commercial building lighting was T12, fluorescent lamps with magnetic ballasts. About 20 years ago electronic ballast came out and within 5 years or so, no one was using magnetic ballasts in new light fixtures. You almost never see a T12 lamp or magnetic ballast any more. With a 50,000 hour life a LED replacement tubes should last last 10 to 15 years at which time the light fixture itself will be at the end of its useful life.. IMHO these light fixtures will be like the T12s of 20 years ago. They will have all but disappear as the cost of LED designed light fixtures falls and the old fixtures are replaced.

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    Frankie writes, "EFOI has stated they plan to leverage the Navy case study and relationship to be the pioneer and sole provide of TLED technology for reliable, high-quality linear fluorescent replacements."

    LFTB: Yes, they have.

    Frankie continues: "Other USP or market advantages that have been stated by EF include:
    -They own the only single-end powered TLED that is UL approved to work with both direct wire and ballasted fixtures."

    LFTB: There are at least 70 manufacturers of plug and play, UL Type A, LED replacement lamps approved by the Design Lights Consortium (DLC)..

    Frankie continues: "-Own and control the development, design and construction of TLED products to ensure quality and cost advantages."

    LFTB: Everyone controls the manufacturer of the devices they sell at some level. EFOI buys their LEDs and pays other companies to assemble their circuit boards. They largely just assemble in Ohio.

    Frankie continues: -Able to penetrate marquee accounts with their Board of Advisors to directly market to executive-level decision makers."

    LFTB: Yes, EFOI has been adding representatives to their council and it appears to have gotten them the Cleveland Clinic, but then again every manufacturer does similar things.

    Frankie continues: "I am not familiar with all of the other competitors, but I would imagine most of them can't touch EF in terms of proprietary and patented IP. EF may even license the technology to their competitors."

    LFTB: No one owns the rights to rights to the LED replacement tube, leat of all EFOI. They do have patents, but I doubt anyone is licensing them since it is not reported in their earnings statements. Why would they when there are so many ways to accomplish roughly the same thing?


    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    Mr.D. I suggest you do some research. I think you'll find a dozen companies that have qualify for sale under the“Buy American Act” and “Trade Agreements Act.” There is no government authority like the Design Lights Consortium enforcing these acts.

    One should always refrain from describing a competitors equipment as junk, without having seen it. I have seen dozens and two or three of them were "junk" IMHO, but assuming large national and international companies manufacture "junk" is fool hardy.

    50,000 hours of operation is pretty much the standard, which is what EFOI is.

    i agree the price will fall. The question is, "What will EFOI be able to do to lower their price to a competitive level?"

    Having three or 4 offices is not anything wide. Can Joe Electrician call/go and get 100 lamps in his town in a few days?

    EFOI is debt free, but the financing I was referring to is the terms they accept for payment from their customers.

    While they did raise money last September I am not aware of any money spent to increase production. There may well have been, but I don't remember reading an announcement.

    "Shoot the things come with USB slots for charging devices." LOL.

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    Please see my post about the 2 questions. I'd love to discuss those, but its seems no one else does.

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    LOL the nickel a post boy is wrong again.

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    Good for you Mel. You took a huge risk and it paid off. I am glad you took my advice an sold some and I'm also happy for you. Your welcome.

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    I understand. You are trading around a core position. I do the same thing with my OPK shares. I'm just up front about it.

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 3 hours ago Flag

    Institutional investors almost ALWAYS allow their shares to be loan to shorts. Unlikely retail investors the institutions actually get paid for the stock loans and they understand the value of the stock is not set by the laws of supply and demand but by the earnings power of the company. Short sellers can influence the stock price over the short run (and the short run can run to years), but in the end the earnings and potential for future earnings set the price.

    With 11.5M shares authorized and 1M shares short, there are actually 12.5M shares being traded. The average daily volume is just that, an average. You'll notice when the price starts to move big, the volume increases. 5.6M shares traded in just two days on 11/2 & 11/3, which brings up the average. One last thing, have you noticed the number of shorted shares has held fairly constant since the end of August? why do you suppose that is?

  • lookingforatenbagger lookingforatenbagger 7 hours ago Flag

    Nickel a post boy (NPB) contributes nothing onece again

    Sentiment: Sell

  • lookingforatenbagger lookingforatenbagger 7 hours ago Flag

    Later on 11/30/15 Mel writes in explanation: "No I will continue to trade and walk my positions up back and forth between FCEL and EFOI ( and other as opportunity arises) . Example todays batch was originally EFOI bought at $6 ,sold at $16 ,repurchased at $13 sold at $ 25.. bought FCEL on the 18th of Nov for .751 sold today at .889 and bought EFOI at $15 .58 and yes all my shares did go thru thank you all. Still have more in FCEL as well as extra cash "

    LFTB, So it turns out Mel is a trader that posts his sells well after the fact He is 98% in EFOI at $15.58, but still has stock in FCEL plus some cash.

11.10+0.16(+1.46%)3:43 PMEST