Why pick on SRPT? Small potatoes. How about ALNY? They have a $9,800,000,000 market cap (nearly 20 times the size of SRPT for the math challenged), losing money, and price to sales of 200. While SRPT's market cap is 40% cash, ALNY's is only 10%. Go over to their board and tell them they are overvalued. Much bigger opportunities for you there.
Target went from 4 to 5.50. The other day, didn't some analyst set an 11 target? These analysts have about as much insight as I do. At least they are following ROSG and not downgrading. I wonder... are they issuing upgrades in hopes of getting some secondary offering or acquisition business?
Acquisition finalized, price target increased, new patent for enhanced cancer origin test: all in the last couple of days. Has ROSG finally turned the corner and is now in growth mode? Let's hope so. We still have to gain 25% just to get back to the last secondary price, but 4 looks lots better than 3. Even with a couple of days of 10+% gains, there's still lots of headroom.
On almost every big gain day, we've seen a fall back to the previous level or even lower. Today is a key day: if ROSG can hold or add to yesterday's gain, perhaps we've made the turn. Hope so...
News implies that MCP will survive. Certainly the contract will ease creditor concern somewhat.
Financial customers are highly dependent upon the cyber security systems of their banks, credit card companies, and companies that they do business with. Yet few customers have the capacity to judge the level of security that each company provides. So, the logical thing to do is diversify and control: keep money in several banks, carry a seldom used credit card to back up your main credit card, set up some accounts that do not allow electronic withdrawals, reduce the number of electronic transactions by paying cash for small purchases, and in case the worst happens, keep at least a month of cash on hand.
What does this have to do with FEYE? Confidence in our financial system is very high, but publicized hacks of Target, HD, Sony, etc. has reduced confidence and can spread to other companies/banks, etc. Much like the '08 financial crisis, even the strong are likely to be impacted by failure of the weak. Companies are encouraged to protect themselves and their customers by employing companies like FEYE before the crisis begins.
For companies in the financial sector, cyber security is critical. All it takes is one confirmed intrusion and their customers will start pulling out money and closing accounts. Once it starts, it'll become a snowball and not only will the financial company profits plunge, but without customer assets they will not be able to maintain the required deposit/loan ratios.
Since bumping up through 15, momentarily, a few days ago, price has once again slid down to the sub-14 range. Volume is also steadily declining. Clearly we have shorts at work, if nothing more than on a day-trade basis. That's OK. Let the shorts drive down the price to overwhelming bargain levels and then add. When some positive (not just speculative) news hits the wires, shares will no longer be a bargain.
This PR about acquiring Cynogen seems to have a different style. In the past, deals had no specifics or projections and we didn't know whether they were revenue positive or negative. With this PR we're getting the price of the deal and some estimates of the revenue it will produce. Most importantly, we've now got a public commitment to be cash flow positive in 2017. That's still too far out as far as I'm concerned, but at least now we have a target for both revenue and getting to the point where they don't have to sell shares just to keep the doors open. That might not push price higher, but it does help to form a basis for valuation.
Interesting. While a company like TSLA gets a massive valuation while focused on a single vertically growing market, DDD gets just a fraction of the valuation while in a market that can grow vertically (gain more of the market) as well as horizontally (expand into other markets). In other words, TSLA produces a product that can be used to move people. DDD produces a product that can be used in countless applications by both consumers and businesses. Artificial limbs is just one example, but I think you'll see many more in the months and years to come.
Will this be the day when shorts decide that downside potential is low and thus take profits? Let's hope the discussion changes from one of whether SRPT will be successful to one of simply how successful will SRPT be.
Sorry I didn't sell it yesterday. One day we love it and the next we hate it. Sounds like like a Hollywood romance.
You've heard that ASPX is being bought by TEVA for about $3 billion. ASPX has 35 employees and so that comes out to about $85 million per employee. Meanwhile, ROSG has 52 employees and market cap is about $100K per employee. TEVA could have bought ROSG for the price of one ASPX employee... at a significant price over current market. BTW - ASPX is expected to lose money next year.and the price is 60 times next year's expected revenue.
I find that one significant difference between fossil and green fuels is that fossil fuels need to be processed (transported, refined, burned, etc.) while green fuel do not. On the other hand, fossil fuels are in a native storable condition, while green energy requires new technology to make it storable. Fossil fuels have a low upfront cost to extract, but high variable cost, while green energy requires huge upfront cost and almost no variable cost to extract.
It is a very different economic model serving the same customer base. You might equate fossil fuel to renting and green fuels to owning. With the US being wealthy, we can afford to buy. In poor countries, they can only afford to rent.
Unfortunately, the trend is downward since fundamentals are already weak. If a company is losing money, the only thing that break that trend is news that could signal a reversal. The news in the past couple of days did not signal a reversal and so the trend continues. It happens on the upside as well. You see many companies continue a trend up long after news should have been baked in.
Yup, I'm all for nuclear energy.... as long as it isn't coming from a plant in my backyard. In fact, not within 200 miles of my backyard. See the problem?
No company news? What about the SC decision on EPA setting mercury levels? How about rail transports reporting lower coal shipments? Just because someone in the BTU PR department doesn't issue a release, doesn't mean there isn't company specific news. In this case, the news is impacting lots of companies.