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InVivo Therapeutics Holdings Corp. Message Board

murphylogic 9 posts  |  Last Activity: Dec 9, 2014 9:27 AM Member since: Nov 6, 2000
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  • HI John

    Do your job and give clear numbers that are understandable. WHy makes things un clear,
    are you
    1) Hiding somehting ?
    2) Unable to be clear due to incompetence ?
    3) Keeping things in a fog . so you can work in some nice compensation ??
    4) other ?

    A December pesentation is on the website :

    and does this give clear INfo NO ! Let me help here John ...

    37,000 BOE a day

    - COST due get out of ground with royalties according to you (?) in verbal answer to question at investors
    presentation $37 a BOE

    - Debt $800M at 8.65, $500M at WHAT 8% as well ??? ( $600M left you can tap) YOU NEVER GIVE THE
    interest rate on this on your presentations ???
    $800M X .0865 + $500M X .08 = $70M + $40M = $110M a year interest or ~ $300,000 a day interest
    $300,000 / 37,000 BOE = $8 BOE cost for interest

    - Supposedly you need to spend $360M ~ a year in CAP ex to keep production levels to 37,000 BOE a day.
    So thats $1,000,000 per day CAP ex / 37,000 BOE = $27 BOE CAP EX to keep production FLAT

    YOU HAVE 38% (!) of production HEDGED out 1-2 years at $80 BOE , BTW Good job here ... so you all
    should be above water for a long while ...

    SO BREAK EVEN for Light Stream is (??)
    $37 + 8 + 27 = $62 ???? BOE

    IS THAT RIGHT JOHN ?? see that was not so hard, I can put this in a spreadsheet and send it to you, but
    would need to charge CEO consulting rates of $500 per hour. Sound like a deal ??

  • fyi :

  • OK so LSTMF has been beat to death :

    Half Empty :

    Barrel of Oil is $66
    LSTMF has $1.3B in secured debt
    has $400M in unsecured debt
    ( is that right amounts ??)

    Half Full (???) :

    According to :

    * We methodically layer on commodity contracts up to three years in the future to
    hedge between 25-50% of net production ( How much is hedged out to 2 yrs ??? at what price ???)
    * DEBT is not DUE until 2017 and 2020 for 80% of debt ( for other small oil companies they are gonna
    get SCREWED if they have to refi right now ??)
    * SOld $700M in asset not just $500M, at TOP dollar before crash, did the LSTMF also go
    more conservative at that time on the commodity contracts hedging ??
    * Candian dollar has been falling, exchange rate to price of oil in US dollars will help cash flow
    * can cut back on cap ex spending easily to $250 M (?), to maintain flow rate \ cash flow
    * IS 38,000 BOEPD have postive cash flow start at $47 a barrel foR SASKATCH and cardium,
    so $67-$47 = $20 per barrel X 38,000 = $760,000 per day of postive cash flow = ~ $70M per quarter \
    $280M per year ... ( is the price really $67 a barrel , HOW MUCH IS HEDGED ?)
    * is interest payments about $140M a year on debt ??

    SO bottom line can LSTMF weather the storm to 2017 (??) This stock is priced for bankrupcy ,
    so do people think it is really out of business at this point ??

    what are the known unknowns ??? comments welcome ...

  • murphylogic by murphylogic Nov 4, 2014 11:15 AM Flag

    mkt price slide says its all, with current debt and oil prices some one knows its OVER !!

    SH&^&*T lost a ton of $$$ here !!!

  • murphylogic by murphylogic Nov 4, 2014 10:32 AM Flag

    Ws just reading investor presentation, for Human Piloy study, COME ON NVIV could you at least spell PILOT RIGHT in your slide set ???

    Other material , they have results now and said so !!

    Dr. Nicholas Theodore (Site Principal Investigator & Chief of Neurosurgery):
    – “I am excited about my participation in this important clinical trial. The surgery and Neuro- Spinal Scaffold implantation went smoothly and the patient is doing well at this time.

    Frequent safety and effectiveness assessments post-Neuro- Spinal Scaffold implantation
    – 24, 48, and 72 hours; 1 week; at discharge; and 1, 3, 6, and 12 months


    and they are moving to stem cell treatment ...

  • Come on Q3 results were obvious, the sold assets, production went down, oil prices down, so net back down...

    Is this going bankrupt ?? Is there a dividend cut , what does other people know which explains this DISASTER,

    %^*&*^%% u light stream ..

  • Must be getting ready to sell big block of shares at discount with warrants to boot to "qualified" investors and will be cutting dividend. Bank loans must have FORCED them into this, this is only explanation for complete disaster of share price of 8 to 4 in 3 months !!


    Fool me once shame on me , fool me twice and you got Frank telling you to bend over for the soap bar ....

  • at least LSTMF sold some assets while oil was over $100 a barrel. Do you think they would have been able to get as much as they did for their assets sales with oil below $90, or even sell the land at ALL ??

    company is more financial sound now, and even with lower oil prices and dividend may still be cash flow positive in Q3 - Q4 ??

1.39+0.08(+6.11%)Dec 24 12:59 PMEST

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