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Beazer Homes USA Inc. Message Board

mustangsny 55 posts  |  Last Activity: May 13, 2015 3:31 PM Member since: Oct 26, 1999
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  • Reply to

    Boiler Plate Presentation-Just Pathetic

    by mustangsny May 13, 2015 12:48 PM
    mustangsny mustangsny May 13, 2015 3:31 PM Flag

    for starters why didn't hedge when they had a chance to protect themselves. They saw what Opec did post thanksgiivng. Did they really think they were smarter then everyone else. Look this company prior to Oil dropping was not doing well. Sometimes you need fresh faces and to clean house. This is one of those situations where this would be in order

  • Reply to

    Boiler Plate Presentation-Just Pathetic

    by mustangsny May 13, 2015 12:48 PM
    mustangsny mustangsny May 13, 2015 3:24 PM Flag

    would love too but for me the loss would be too great now. I have been buying the leaps on this and liquidating my stock position at this time.

  • It's kind of funny that on May 8th during the cc nothing was mentioned about a shelf offering. This is the kind of #$%$ we as shareholders have to take from this CEO and his do nothing team. They have done nothing but a lousy job over the past few years and now we are faced with high debt and how well they claim they maintained the value for shareholders. How these guys are allowed to contunue in their positions is a joke. The only saving grace is that OIl has rebounded for the second quarter which can help save this company. They need to reduce debt asap and they need to look to sell this company to some entitiy. My honest opionion is that this management is not capable of running this company profitably. I have no confidence in them at all.

  • Just listened to the presentation and lackluster as they struggle through this period. Roberts gave no insight into any further sale of land to reduce debt and basically just went through the motions just telling us what a great team he has even though they forgot to hedge to reduce losses in the 4th and 1st qtr of 2015. Honestly, just dont know what to believe with these guys. To be frank this company and shareholders would be better served if they sold this company. My gut feeling is that even though Oil has come up they will find a way or another excuse to fail. I have no confidence in this management team. It's time for them not to talk but show us a lot more then in the past. All they do is talk about how successful they were to execute, but the reality is that they were very stupid not to hedge part ofthe production to protect shareholders and not take the bath they have taken The lenders socked to them and more or less put them on notice. You can see from that how much they thought of the good job they have done. They need to sell off assets asap to get restrictions eliminated and they need to thus fast. One more bump down with Oil prices can bury this company. The stock is reflective of how the investment community thinks about what they think they have achieved selling at less then 20% to book. This is pathetic. Mangement should be mandated to sell this company asap.

  • Reply to

    The street is not impressed with earnings

    by rcunj May 8, 2015 9:48 AM
    mustangsny mustangsny May 8, 2015 10:37 AM Flag

    Is that why the stock is up. Common sense says that the 1st qtr came in better then expected due to low WTI prices. You always have been negative on this stocK. Why bother owning it and always posting negatives. Move on as you are boring at best.

  • Reply to

    Awesome, Awesome Earnings

    by akhpatel May 7, 2015 7:02 PM
    mustangsny mustangsny May 7, 2015 10:25 PM Flag

    Much improved report and also you can see the light at the end of the tunnel. In addition Heavy Oil is becoming more attractive too. When you look at PGH they have 1/3 of Lindberg up & running and the
    balance in the background just waiting for this market to stabilize. They really do not need a lot of ca[p ex going forward at this point. With Oil prices in the mid fifities USD., they should do veryt well along with the hedges as long as they keep their expenses down and also WCS prices have closed the gap to WTI. I
    do think it was a good report for a bad time in the Oil Industry. For all the people that say that they should have done this and that regarding the debt they did do something meaningful by strechting out the term to 2019.
    They only had 90 days in the quarter and they like all the other Oil & Gas producers were under seige. They just have to keep executing and they will bring debt down and raise production by just Linbergh alone. I am going to add to my position as I really do think they have done what they saidf they were goiong to do without having to partner with others to raise money.

    Sentiment: Strong Buy

  • WCS is surging according to an article in todays Globe & Mail Business section. The discount to WTI was only 8.30 for the June contract. It seems that WCS is taking on a life of it's own and is in demand. As the price of WTI goes up the discount keeps shrinking which is good news for PGH.

    Sentiment: Strong Buy

  • This company just doesn't get it and they really need to make a change at this point. There is way to handle the analyts and market and Costolo is not the guy to do it. Also maybe a sale to google would make sense as google needs a new catalyst and Twitter would be perfect. But not with the current CEO. People are getting tired of all he things that have happened and his philosophy.

  • Liaten to there presentation in Feb that also has slides. After listening ask yourself if this is a failure or a fluke. To me it sounds and data shows that they have something to continue on with. Try it.

  • Reply to

    I'm just saying

    by chanandwhatever Apr 24, 2015 4:17 PM
    mustangsny mustangsny Apr 24, 2015 4:40 PM Flag

    Why? Did investor relations tell you that. The results could possibly drag into May. There was no set date scheduled for the results. There is a 50/50 chance you can wait into May for them to release results.

  • Reply to

    shorts should cover

    by ml518 Apr 24, 2015 3:21 PM
    mustangsny mustangsny Apr 24, 2015 4:36 PM Flag

    Really! If word leaked out which it didn't and IF it was positive the stock wouldn't be 14 but 28.

  • Aeri Pharm dropped more then 67% in after hours after trial was a dud. Stock went from 35.00 tot 11.00. It's feast or famine when it comes to Bio Tech stocks. GLTA

  • Reply to

    even if results fail

    by adeelmd Apr 22, 2015 9:17 PM
    mustangsny mustangsny Apr 23, 2015 11:07 AM Flag

    Stop guessing. You do not have a clue as to the results and BTW third parites are involved so the results will be the results and they will be better then people think. They didn't get this far to get a total failure. Sell your stock if your scared .

  • Reply to

    My next prediction

    by biotechmadness Apr 23, 2015 10:20 AM
    mustangsny mustangsny Apr 23, 2015 11:03 AM Flag

    Why don't you sell. You know so much is that why your panicing. You have no idea as to what the report will show. You should knew there is always risk involved so why play analyst. You are clueless.

  • mustangsny mustangsny Apr 22, 2015 10:18 PM Flag

    What's the difference what he wrote. He is not involved with the inner workings of CLDN and is just his opinion. These people have worked on this for 10 years. This guy is a student and not an expdert on the drug. He did make a nice article but so what. The results will be either okay or great. Just have to have patience.

  • mustangsny by mustangsny Apr 22, 2015 10:13 PM Flag

    Everybody on this board knew that the results wouldn't be in until end of Apr. Nothing has changed. In fact, there was a major buy by a firm and another upgrade or two. There was not a lot of block trading the last few days just a lot of panic selling. We all knew the risks. Just look at the option positions and you know that the bias is to the upside. These are not idiots running this company. They have worked on this for 10 years. They must know something and the Cupid 2 trial will not be a complete bust at worse, but could be a major find for heart disease. Suck it up.

  • This company has been looted by the political parties namely PT-Dilma's party more then people think. Not 3% but much more. A friend of mine did work for them a while ago and he had to go through a middle man who paid him for work done. He thought he would get a fair price but didn't and the guy (a third party) who gave him the job kept all the money. Typical of the way the government ran PBR. It was a piggy bank for the ones in power. Dilma was chairman and her party got most of the money and she didn't know. Its a disgrace to the people of Brazil that she is allowed to stay in office. How stupid they can be. Poor infrastructure, no educational system that is good, bad roads, high taxes, very little and poor hospitals. It's a real joke that they could think they have emerged as a frist rate country. Run by liars and thieves.

  • Reply to

    2 Possibilities....

    by keepitreal73 Apr 22, 2015 4:34 PM
    mustangsny mustangsny Apr 22, 2015 5:49 PM Flag

    Just Panic selling. If you believe that Mydicar is something good buy more. Nothing has been leaked and this has nothing to do with shelf offering. Do not read into anything that is not announced. Seekiing alpha article is just an opinion and nothing more. They have been working on this drug for over ten years and there is something to Mydicar.

  • mustangsny by mustangsny Apr 9, 2015 12:15 PM Flag

    The stock gets some upgrades in the last few days. The results are in and there is no leak. This is an unblinding result. People blaming CC when they don't know the results. The shelf offering is just that. They have enough cash to go past 4 quarters more ar least. So why is everyone in a Panic right now. If you believe that Myicar will be at elast 50% better this stock will be ok. I held Acadia which everyone was 100% sure NDA would be filed even from the CEO's lips two weeks prior to a collapse and no NDA filed. Then the stock goes up 7 points in one day and 1 minute after the bell they announce the CEO resigned or was fired and left the BOD and they are not ready on the NDA. SO there are no gurantees. This is gambling but if a drug is good the rewards are huge. You can buy today and write a call and then sell a put and average down to a decent safety net but you limit your upside but make a good profit.

  • mustangsny mustangsny Apr 8, 2015 12:43 PM Flag

    Info was not picked up by the news services or fidelity. Could be a bogus report.

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