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T-Mobile US, Inc. Message Board

mrbeef52 14 posts  |  Last Activity: Apr 19, 2015 12:49 PM Member since: Feb 2, 2012
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  • Reply to

    Market down 350 points

    by porsche82928 Apr 17, 2015 2:15 PM
    mrbeef52 mrbeef52 Apr 19, 2015 12:49 PM Flag

    It doesn't make sense to compare the point movement of the dow index to RESN or any other stock for that matter. RESN was down 1.3% while the dow was down 1.52%. It did slightly outperform the dow on friday, but like the other person said. This thing has been crushed.

  • Reply to

    Q1 Earnings Beat

    by net5net5 Apr 8, 2015 5:41 PM
    mrbeef52 mrbeef52 Apr 9, 2015 8:16 PM Flag

    I guess I'm just used to a little more volatility. The Iran deal day and today were intense but a lot of the other refiners seem to move both up and down a lot more. Not necessarily a bad thing, I got a few calls. I'm probably going to take ownership of at least some and pick up that dividend.

  • Reply to

    Q1 Earnings Beat

    by net5net5 Apr 8, 2015 5:41 PM
    mrbeef52 mrbeef52 Apr 8, 2015 8:02 PM Flag

    I agree with your statements. I'm in because of the expanding wti-brent spread. This refiner is positioned pretty well in this environment. Doesn't really trade up or down much though, nice dividend.

  • Reply to

    Why the sell off

    by avecennui2000 Apr 2, 2015 2:32 PM
    mrbeef52 mrbeef52 Apr 7, 2015 8:51 PM Flag

    you are right. Everyone here needs to read there 10k. They do better with a wider spread. It is coming back though.

  • Reply to

    At $30MM market cap..

    by jdoobah Apr 7, 2015 9:13 AM
    mrbeef52 mrbeef52 Apr 7, 2015 5:52 PM Flag

    almost all of that money came from their IPO. It's like getting a loan for a million dollars and calling yourself a millionaire. At least the bank can go after the loan holder though. Shareholders rarely have any recourse. They still need a viable product to sell or you are just paying these guys a salary to hang out.

  • Reply to

    16m EV ...??

    by mrs_schit Apr 2, 2015 7:50 PM
    mrbeef52 mrbeef52 Apr 3, 2015 8:03 AM Flag

    to be part of the fun.

  • mrbeef52 mrbeef52 Apr 2, 2015 10:14 PM Flag

    you serious clark?

  • Reply to

    16m EV ...??

    by mrs_schit Apr 2, 2015 7:50 PM
    mrbeef52 mrbeef52 Apr 2, 2015 10:13 PM Flag

    I was long the stock until I realized this wasn't going to work after their last quarter. I don't have a long or short position now. There are just many better opportunities in the market.

  • Reply to

    16m EV ...??

    by mrs_schit Apr 2, 2015 7:50 PM
    mrbeef52 mrbeef52 Apr 2, 2015 8:28 PM Flag

    Drinking way to muchmuch of the koolaid. Swks basically rejected the premise of this company's existence. Why not just but some swks options at these levels? You at least have a better probability.

  • Reply to

    why i got out

    by mrbeef52 Feb 28, 2015 1:27 PM
    mrbeef52 mrbeef52 Mar 19, 2015 6:44 PM Flag

    If you want to make the argument a bit more reasonable why not take ESPR. I was in them from about 40-65. It is a development stage biotech company (I realize there are distinct differences between the industries). They've done at least 2 secondary offerings since I started following them and they haven't made a penny. The secondaries really have not had an impact on their share price and their officers get paid more than RESN's. This company has also hit every one of their milestones for their cholesterol drug and are being rewarded for it.

    I didn't mind paying for success, and neither does the rest of the market when there appears to be a product that is proven with known customers and management that delivers. Maybe RESN will be there too but they need to be valued appropriately. Would you be happy if RESN had to do another offering to pay SG&A and dev costs at this point?

    It's also interesting that there has been no equity investment in the company by any development partner. Even OPBL, which was a fraud, got NYMEX involved about 7 years ago.

  • Reply to

    why i got out

    by mrbeef52 Feb 28, 2015 1:27 PM
    mrbeef52 mrbeef52 Mar 19, 2015 6:14 PM Flag

    I don't know the specifics of MTDR but it looks like the company made / is making money. CEOs can pay themselves as much as they want as long as they can fund it. What gets me is when they do a share offering so we can pay their salaries then they miss the milestone with the customer. Tie more of it to equity i don't care, it's dilutive, but at least we all would win together. My holdings don't include many development stage companies but they do include SWKS, which has done quite well. That's how i first found out about this company.

  • Reply to

    trading of late

    by rfritz10 Mar 18, 2015 7:33 PM
    mrbeef52 mrbeef52 Mar 18, 2015 9:30 PM Flag

    draw a line at $25 over the past few weeks on the chart. The share price doesn't move from there and if it does it moves right back. Someone is dumping hard at $25 and above is my only guess. Refiners rallied today, except for NTI. :\

  • Reply to

    You have to wonder

    by ihopped Mar 11, 2015 7:08 PM
    mrbeef52 mrbeef52 Mar 15, 2015 5:49 PM Flag

    Maybe not even a buyout but an equity investment at least. Doesn't look like anyone wants to touch it.

  • Reply to

    THE PR

    by cashflowconquersall Mar 1, 2015 7:05 AM
    mrbeef52 mrbeef52 Mar 1, 2015 5:04 PM Flag

    I don't think they said swks rejected their design outright but they didn't think it was a fit for them at least now. I do agree with cashflow that they will be doing another offering so they can pay the bills, as long as they can find enough people to throw their shares at for a product that isn't proven.

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