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Halozyme Therapeutics, Inc. Message Board

mtherami 9 posts  |  Last Activity: Jan 22, 2015 6:36 PM Member since: Aug 2, 2012
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  • mtherami mtherami Jan 22, 2015 6:36 PM Flag

    Icahn has representatives on the HLF board. He needs to respect the quiet periods. If he is to issue comments, it will likely be after the next earnings report is released in February.

  • UBS is the largest of all Swiss banks. When you see a highly conservative institution such as the largest Swiss bank invest more than $200 million in a controversial company such as Herbalife, you can bet that their analysts have conducted some serious due diligence and determined that Bill Ackman's thesis concerning HLF has no merit whatsoever.

    When the FTC investigation is concluded, the US government will likely hit Herbalife with a small fine and require improvements to distributor training procedures. Following that event, HLF is likely to run above $80 within the 12-month period that follows. There exists a high probability that Herbalife will be taken private once the FTC probe is concluded.

  • BREAKING NEWS!!! Benzinga: Reuters reports that Repsol's board has approved bid for Talisman Energy. Talisman is evaluating the offer.

  • mtherami mtherami Dec 1, 2014 10:00 AM Flag

    TLM made $425 million last quarter as a result of hedging against falling oil prices. Check the transcript from the last earnings call --- the hedge against falling oil prices is already in place for 2015.

    You can look up the details in the TLM financials. See for yourself and decide.

  • mtherami mtherami Nov 30, 2014 10:00 PM Flag

    Talisman made $425 million last quarter by hedging against falling oil prices. Management already has a hedge program in place for 2015 --- you can look it up in the company financials.

    Hedging will help to somewhat offset the impact of lower oil prices. Very smart move by TLM management in the face of a temporary decline in oil prices. It will help the company to weather the storm until oil bounces back to $90 - $100 range.

  • TLM hedged last quarter against falling oil prices and as a result the company was able to earn $425 million. Talisman will continue to hedge as necessary to ride out the storm until oil prices bounce back.

    Apparently, TLM has already put their hedge program in place for 2015, as management stated during the last conference call...

    "Looking forward to 2015, we had 55,000 barrels a day of oil hedged, representing around 65% of our economic exposure. Of these hedges, 45% have been completed through swaps and 55% through collars with an average weighted floor of $95 a barrel and an average-weighted ceiling of $104 a barrel. On the gas side, in 2015, we currently have 430 million cubic feet a day of gas hedged, representing again around 70% of our economic exposure. Of these hedges, 70% have been completed through swaps and 30% through collars with an average weighted floor of $4.10 in Mcf and an average weighted ceiling of $4.13 Mcf. As always, full details of our hedging program can be found in our published financials and MD&A.

  • mtherami mtherami Nov 30, 2014 9:44 PM Flag

    Good thing TLM hedged last quarter against falling oil prices and as a result the company was able to earn $425 million. Talisman will continue to hedge as necessary to ride out the storm until oil prices bounce back.

    Apparently, TLM has already put their hedge program in place for 2015, as management stated during the last conference call...

    "Looking forward to 2015, we had 55,000 barrels a day of oil hedged, representing around 65% of our economic exposure. Of these hedges, 45% have been completed through swaps and 55% through collars with an average weighted floor of $95 a barrel and an average-weighted ceiling of $104 a barrel. On the gas side, in 2015, we currently have 430 million cubic feet a day of gas hedged, representing again around 70% of our economic exposure. Of these hedges, 70% have been completed through swaps and 30% through collars with an average weighted floor of $4.10 in Mcf and an average weighted ceiling of $4.13 Mcf. As always, full details of our hedging program can be found in our published financials and MD&A."

  • Talisman Energy reported net income of $425 million during the most recent quarter. How did the company pull that off?...They hedged against falling oil prices using derivatives.

    Don't be frightened by the fear-mongering shorts who are trying to start a panic over the falling oil prices. Companies such as TLM can hedge against this to avoid financial harm --- as was the case last quarter for Talisman.

    Note the comments from TLM management stated during the November 4, 2014 conference call:

    "Looking forward to 2015, we had 55,000 barrels a day of oil hedged, representing around 65% of our economic exposure. Of these hedges, 45% have been completed through swaps and 55% through collars with an average weighted floor of $95 a barrel and an average-weighted ceiling of $104 a barrel. On the gas side, in 2015, we currently have 430 million cubic feet a day of gas hedged, representing again around 70% of our economic exposure. Of these hedges, 70% have been completed through swaps and 30% through collars with an average weighted floor of $4.10 in Mcf and an average weighted ceiling of $4.13 Mcf. As always, full details of our hedging program can be found in our published financials and MD&A."

    Look up the details for yourself to see the full program as noted in the TLM financials.

  • Reply to

    Bought calls

    by elrrambu Nov 28, 2014 8:33 PM
    mtherami mtherami Nov 30, 2014 5:06 PM Flag

    Considering the potential volatility of oil, long-term calls on TLM look especially attractive. Consider the January 2017 calls with a strike price of $3.00. These can be had for around $2.25. That means that TLM only needs to get to $5.25 by January 2017 to break even. If oil spikes back up sometime over the next 2 years, the value of these calls could easily quadruple. To do so TLM would need to get back up to $12 per share --- not an unreasonable target considering that it's less than the TLM 52-week high and was hit while oil was trading under $100 per barrel.

HALO
14.28-0.31(-2.12%)Jan 30 3:59 PMEST

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