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Fusion-io, Inc. Message Board

mustangsny 14 posts  |  Last Activity: Mar 19, 2015 4:43 PM Member since: Oct 26, 1999
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  • mustangsny mustangsny Mar 19, 2015 4:43 PM Flag

    Was a great short. No brainer. Just look at there numbers. They used too many smoke and mirrors and playing with warrants, stock etc. The sellers must be the people who invested in this company. Just grinding out as much as they can. No real capital to gear up if they needed it. Aside from investors I didn't see any venture or institutional money raised

  • mustangsny mustangsny Mar 19, 2015 4:38 PM Flag

    last trade 27.24 . Where do get get it's down 5% plus. Total bull

  • mustangsny by mustangsny Mar 12, 2015 8:42 AM Flag

    It's obvious after listening to the CC that the truth was NOT told. They missed two presentations,
    the CEO wakes up one day and retires, they all of sudden decide that they are not ready to file
    the NDA and they tell us the shraeholders there is nothing to worry about we have experience
    and know what we are doing and in no way is the drug affected by this. Well, I think that there
    is alot more to this and I have major distrust in this management team. I think they should have
    been fired if any of them including the acting CEO had anything to do with the NDA which I am sure
    they did. In my opinion they are liars and we need mangement that is trust worthy. Let's face it,
    something happened with the CEO and the filing issue which they are not saying and they were
    not forthcomjing about squashing rumors about a buyout whic hthey could have done. Major injustice
    to the shareholders and they should be held accountable. Been through this twice in the past and
    it was the same M.O. and then the new CEO comes in and takes more time and strings everyone
    along and then fails. I know the drug is supposedly good and I think at this point they should have
    a mature company handle it and get rid of these idiots that cost the shreholders 1 billion in value
    by tyhere stupidity.

  • Stock action is gaining momemtum and volume as something obviously has been leaked out . My gut feeling is that there will be an announcement regarding maybe a buyout. I was looking forward to the presentation today which was scheduled as of yesterday and now cancelled for some unknown reason. This may be it.
    It also was expected that ACAD would file the NDA so I do not think that this would move this stock prior to the announcement of the filing. The only logical reason is that someone has made an offe rthat is being considered or maybe agreed upon. Also approx 530,000 shrs have already traded in 2 hours of a stock that averages 1,375,000 per day. I do think something is up.

  • Reply to

    Barron's March 2nd Issue

    by gfhandel2006 Feb 28, 2015 1:21 PM
    mustangsny mustangsny Mar 6, 2015 1:28 PM Flag

    just took from beginning of the year. Look if you think she has done a good job that's okay. I have 4000 left and underwater by a 1.00. I had sold off almost 18k in change and took my profit on them. It was one of my core holdings. But to be frank she is not her father and never will be. He knew how to make himself more shareholder friendly and I think was much smarter then her. This is a great bank but I really think as time moves forward she will not do as well as the bank she runs.

  • Reply to

    Barron's March 2nd Issue

    by gfhandel2006 Feb 28, 2015 1:21 PM
    mustangsny mustangsny Mar 6, 2015 1:09 PM Flag

    If you go back and look at the beginning of the year, Jan 2nd BBVA was 9.53 and San was 8.21. Do the numbers. BBVA is up from there and where is Santander. Even though San had a good report people are not buying into Ana so far. In the long run it might be good but the waitcould be a long time considering the problems in Argentina and Brazil. Brazil is imploding with Dilma being re-elected. Scandals, Corruption high inflation north of 7%, a country that has not invested in infasturcture. I think Brazil could start to be on the brink of
    a civil war if things do not change very fast. Middle class have to in essence work months just to pay there crazy taxes and the states in the country are still broke. I see major defaults in mortages and consumer debt coming in big time. It's going to get a lot worse then better and watch March 15th as an indication of what people think as they take to the streets to protes Dilma and her government,. Socialism in that country takes too much from business and creates too many taxes that people cannot afford. Santander has a huge stake there that can hurt hte bank if this continues.. Mater if fact the bank all but told people there prior to the election that electing Dilma again woulod be a huge mistake.,

  • Reply to

    Barron's March 2nd Issue

    by gfhandel2006 Feb 28, 2015 1:21 PM
    mustangsny mustangsny Mar 6, 2015 12:26 PM Flag

    Ana Botin tried a hard landing and it didn't work. Yes she is distancing herself from her father who by the way had a better feel for the reality of wall street and shareholders. Maybe the div was too high but it kept interest in the stock. She tries an overnight sale at I think 7.32 which succeeded but she did not take into consideration offering it to the other shareholders. She is a know it all and look at the stock price. In my opinion she needs to be replaced. Let's face it if it wasdn't for her dad would she even been considered for this job. She just doesn't get it. I saw her on a panel in Davos and she was irrevelant. Just has a big job because of who she is and not what she has achieved. Share price will keep languishing and probably go into the 6's this coming week. Great job Ana!!! Keep up the good work for the shorts. BTW, the numbers for last qtr were good not because of her though.

  • Reply to

    Why is Santander Dead in the Water?????????

    by mustangsny Feb 5, 2015 12:49 PM
    mustangsny mustangsny Feb 9, 2015 1:37 PM Flag

    Really! And where is the stock been she has taken over. You say the Div was a joke and a farce. What have you been drinking lately. Cuts div 75% with earnings up. Why I don't sell is that I want to b/e on the balance of what I have left. Made good money when the old man ran it. He knew how to keep value in the stock and alot of people made a lot of money. The bank is facing major problems that are coming in Brazil. You will see protesting soon from the general population as Dilma is increasing taxes across the board to pay for the Petrobras scam that is going to be much larger then
    what you read. Violence is getting worse in the big cities and gangs are going to the little cities and stealing all the ATM machines. The police are afraid and hiding when they come to the small towns. All in all the bank will be okay but I do not see any major rise coming soon.

  • In no way does Ana, have anything close to what her father had. He had a better feel for the market and also was more sahreholder friendly. She on the other hand did have a good quarter but lets face it, it wasn't her and it could have been anybody at the helm as this was scripted a long time ago. The bank is a top notch outfit but has turned from a shreholder friendly company to not to friendly. Just by the way they raised the
    additional capital was a joke. Nothing offered to shareholders. The cut in the Div., which her father knew kept it all together she went for a hard landing instead of a soft one for the shareholders. Now where is the stock when all is said and done. I unloaded 2/3 of position when she over and just waiting to pull the triggger when it gets to the high 7's. She will ok but I look at this bank differently now. Their holdings, especially in Latin America like Brazil is in turmoil and knowing how it works in that country is going to be very rough as defaults will increase over the next few years. People are starting to get #$%$ off there and after the Olympics there
    will somber faces as the genreral population will have to foot the bill for it with increased taxes in one form or another just like they are starting to do with Petrobras. This bank has changed course since the senior Botin passed and in the end I really do not feel we will see many good advances in the price for a while.

  • Reply to

    So the real question:

    by titusbythesea Jan 22, 2015 1:21 PM
    mustangsny mustangsny Jan 22, 2015 2:17 PM Flag

    I think it was pretty comprehensive report and they did mention why no one is asking them questions about financials. The bottom line is that the company will survive. as far as Lindberg, they are producing more then they thought they would do. I heard 16,000 bpd will add to their daily production. That's a pretty good number.

  • After reading the latest press release I feel much better that management addressed many questins and the uncertainity of PGH going forward. I like that they could go down to 40USD for WTI and still make something.
    If prices stay around the 50 per barrel mark they could survive and still make some money, In general I was happy with the report under the adverse circumstances that the world market is in. At least now we have a plan and better visabilty as to what is going on with the PGH going forward. The stock should rebound from here . As OIl prices improve down the road PGH will emerge as a much stronger company.

    Sentiment: Strong Buy

  • mustangsny mustangsny Jan 21, 2015 1:34 PM Flag

    We need balance not too high and not too low. It's obvious the Saudi's are sticking it to us. We should tax there Oil coming in from Opec and screw them. It's bad enough that we have to defend them with our blood.
    We have only a few allies left in the area. The pressure put on Iran and the Russians would still be there even at Oil at 60 per barrel. This is way overdone and not fair to american producers and canada. Tax there Oil and we will see how long they will keep flooding the market. It takes the President and or Congress to act but will they. With all the problems in the middle east do we need these countries dictating to us when they are all fighting each other in a religious war that just kills many innocent civilians. The hell with them. Fopr the money we spend on them we could have better spent the money on our own people here in this country.

  • mustangsny by mustangsny Jan 3, 2015 6:43 PM Flag

    PWE has to be raising eyebrows. If there ever was a perfect candidate as a takeover target it is this company. On net value alone plus the additional reserves PWE becomes a very attractive takeover for companies that are on the hunt for growth and getting in the door without doing all the work to develop. Oil may be down but it would be nice to buy it at a discount even at todays prices. The commodity is not going to change and when it does which it will evenutally do whoever buys this company at a deep discount to nav will hit one out of the park. I think if there is a buyer it will happen fast and I do believe if Oil habgs around the 53-60 price ( WTI),
    that this company will inch up into the 3's setting up a price that management will find it hard to turn down. I think also that a potential buyer will accumulate and stay under the magic number of 5% to get a good bump up on the stock they have. I looking for a low of 6 and a high of 8. Who knows if bidders would drive this up towards 10. With no hedges and even with cutting overhead and capping if they have to do PWE will be hard pressed to show any kind of decent numbers going forward. I also feel that this management even though they have cut the labor force and have done other things to make it more viable have failed in the respect that it has not even come close to rebounding where it should have been. I think it is best if someone else blends it in with there own company and create more value for there shareholders and for former PWE shareholders.

  • Reply to

    What a mess

    by biosyn1 Dec 29, 2014 2:52 PM
    mustangsny mustangsny Jan 2, 2015 1:22 PM Flag

    Was a good short from $9.75 and still is. They need a lopt more sales to even come close to breaking even and I do not see them raise any additional cap., so far.

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