Ironwood Pharmaceuticals, Inc. Message Board

o08o.ugh64w 1262 posts  |  Last Activity: 12 hours ago Member since: May 13, 2011
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  • Howard Halpern at Taglich released his updated report on NTWK.

    Price target was increased from $11.60 previously (set in Feb) to $12.15.

    All estimates were adjusted to account for increased outstanding share count.

    He's been conservative with his estimate previously, and this is likewise conservative.

  • Reply to

    Sector PE = 25, NTWK PE = 12

    by o08o.ugh64w May 18, 2013 6:38 PM
    o08o.ugh64w o08o.ugh64w 12 hours ago Flag

    To be honest, I really don't care any more what the high for 2013 is. I have my view, you have yours, and whatever will be will be.

    That $13.17 is fair value is today based on prior 12 months earnings and shareholder equity. It would be worst case if you say that going forward earnings and shareholder equity will remain flat.

    Others here believe that to be the case. I believe earnings will go higher along with sales and and shareholder equity and thus fair value, and the stock price looking forward is too low.

    Regarding annual sales, the amount of time in business has absolutely nothing to do with anything. Sales grow and sales decline with economic, business, and product cycles. Kodak grew sales to billions annually after over 100 years in business - did any of that matter as the company died? Even at bankruptcy they still had billions in sales - so what? It was not profitable.

    If NTWK is turning in good profits at $50 million in sales, they are doing fine. The $50 million in sales is a 25% increase year over year from 2012 whereas annual sales had been stagnating the prior 3 years.

    Again, back to product cycle and maturity, if you understood anything about product lifecycle, you would be aware that NTWK's product is just beginning to hit its stride and gain widespread market acceptance. This is where the bulk of the growth is going to happen over the next couple years. I'm sorry that you are unable to see it and can only focus on the short-term, historical, and unimportant tidbits that you and others choose to make a big deal out of.

    As I said previously, I'm not going to continue to play games with you on day to day price movements. I have no interest in it. If you want to discuss the company, growth, and valuation I'm all for it and would be happy to discuss. I'm not going to continue to participate in the childish games with you or anyone else.

  • Reply to

    JSDA NEWS!

    by metrodavef May 17, 2013 1:28 PM
    o08o.ugh64w o08o.ugh64w 15 hours ago Flag

    dave, I'm going to say this to you just once, and only once, so you should take a moment to understand it before responding.

    You posted the following on the PLSB board:

    "If you have such confidence in JSDA, take you weak arguments to the JSDA board and leave your jealousy of Pulse behind"

    I am saying the same to you right now. If you love PLSB, that's wonderful, more power to you and best of luck with your investment with them - you have your sandbox and can play there as you like. If you have no business here, then stay away.

    It works both ways.

  • Reply to

    Sector PE = 25, NTWK PE = 12

    by o08o.ugh64w May 18, 2013 6:38 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:40 PM Flag

    Estimate EPS for current quarter is .35

    Anything above .25 will make PE even lower and share even more undervalued.

    Your entire post is nothing more than a bunch of ill-conceived assumptions.

  • Reply to

    Sector PE = 25, NTWK PE = 12

    by o08o.ugh64w May 18, 2013 6:38 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:34 PM Flag

    fair value based on trailing twelve months EPS = $13.17 - this fully takes into account any dilution.

    $13.17 / .84 = 15.7

    PE right now should be in the 15 area.

  • Reply to

    Sector PE = 25, NTWK PE = 12

    by o08o.ugh64w May 18, 2013 6:38 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:10 PM Flag

    PE should be closer to 15 at this time.

  • Reply to

    Sector PE = 25, NTWK PE = 12

    by o08o.ugh64w May 18, 2013 6:38 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:08 PM Flag

    PE provides a valuation metric on the company at a particular instance in time.

    A 12 PE for a software company trading just about at book value, with negligible debt, with P/S significantly below 1.0 is extremely undervalued.

  • Reply to

    EARNINGS 2 YEARS AGO

    by kscott462 May 18, 2013 12:06 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:06 PM Flag

    You are the one with the specific post on Feb 21 pumping the stock. That is you. "I changed my mind" does not change the fact that you were pumping the stock.

  • Sector P/S = 5.13, NTWK P/S = 1.53
    Sector PEG = .7, NTWK = .53

  • Reply to

    EARNINGS 2 YEARS AGO

    by kscott462 May 18, 2013 12:06 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 6:18 PM Flag

    I am posting specifically to discredit you, because it is you who does not want others to see the big picture about the company as a whole, about the financial statements as a whole, and growth and the future as a whole.

    " i was once a big believer in them but i changed my mind as i am allowed to do"

    Absolutely - one day you pump, you sell, then you post continually daily about how terrible the company is. And now it is your personal mission in life to post here to tell others of your enlightenment. Perfectly legit.

    Everyone reading this board can see right through you.

    "if they announce a massive contract i might change my mind again"

    WHAT??? HOW DOES ANNOUNCING A MASSIVE CONTRACT CHANGE ANYTHING YOU'VE BEEN #$%$ ABOUT IN ALL OF YOUR POSTS? You are a fool.

    You have serious mental and intellectual issues buddy.

    And they are going to announce a massive contract. If you had been paying attention to the information coming out of the company, they basically told everyone without coming right out and saying it.

    So you just go right along and keep posting whatever you like, and I'll just keep replying and discrediting you for the misleading, truth distorting, hypocrite that you are.

  • Reply to

    EARNINGS 2 YEARS AGO

    by kscott462 May 18, 2013 12:06 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 4:17 PM Flag

    "i know you hate it when i cut & paste from their own sec 10q filings because you are counting on the fact that most people don't read them"

    I don't hate it one bit. If cutting and pasting from those filings gives you joy and makes you feel important, then you go right along and continue doing that. You seem to think that by cutting and pasting from the filings you have uncovered something that nobody else in the universe sees.

    You are very typical of someone who has sold their shares and now requires reinforcement that they did the right thing (seller's remorse). You're not continuing to follow the company and participate here to prove you did the right thing and educate people, you are actually trying to influence others to see the world through your eyes and actually affect the share price because you cannot stand to see the price go up and above your selling price. Again, the Cranberryboy syndrome. You know that it is exactly why you remain here.

    " i post to educate people, you post to pump, shame on you! "

    You posted in big bold letters to look at the entire story and not selected data, yet you then focus on only the selected cash balance out of the entire balance sheet. That is misleading and deceiving because that one selected piece of information does not tell the entire story regarding finances, yet that was the message you were providing. Again, you objective is in fact not to educate people, but to educate them only in what is important to you in justifying why you sold and that the stock cannot go above where you sold.

    Were you posting to educate and not pump previously? No excuses - the fact is there for everyone to see. You pump when it's what you want to happen, you "educate" when you want the stock to go down.

    ====
    kscott462 • Feb 21, 2013 10:14 PM

    hold on tight to your shares, this rocket is going to soar this year
    ====

  • Reply to

    EARNINGS 2 YEARS AGO

    by kscott462 May 18, 2013 12:06 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 2:13 PM Flag

    "Those who aid in this process should reviewed by the FBI"

    I assure you, your posts are under review by the company and the SEC at this time. Keep it up.

  • Reply to

    EARNINGS 2 YEARS AGO

    by kscott462 May 18, 2013 12:06 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 2:08 PM Flag

    "you pumpers cannot fool someone who was here before you & knows
    THE ENTIRE STORY, NOT SELECTED DATA. cash is down by 1.9 million to 7.7 million
    from the previous quarter,"

    Quite ironic that you would make such a statement and then do exactly that - pull selected data from the balance sheet and not look at the entire story. What does the bottom line on the balance sheet show? Not the one select line for cash, but shareholder equity/book value? It is increasing - you are not looking at the entire story you hypocrite. Things get very funny when people like yourself pass themselves off as having great insight into accounting and then do exactly what you've done proving how pathetic their knowledge is.

    Your presence here and non-stop posting is now beyond question. "I always follow companies after I sell to prove my thinking was right" is laughable at this point. You are simply showing how little you know and understand.

    If/when the stock passes your selling price in the $11's will you admit you were wrong (at which point clearly you would be for having sold too early), or just post even more frequently doing exactly what you are attempting to do here/now?

    You are spending quite a bit of time and expending quite a bit of effort trying to convince people of something for some reason when you have no position in the stock.

    When you owned the stock in Feb and posted that the stock was going to "rocket higher this year" it's quite funny how all of these points of yours of the past couple days where not mentioned even once.

    Keep playing your games - you're not the first to play them, and you won't be the first or last to disappear quietly when it becomes clear how wrong you are. You'll get tired of it and figure out that it's a waste of your time. Cranberryboy precedes you - we've seen it already.

  • o08o.ugh64w by o08o.ugh64w May 18, 2013 11:32 AM Flag

    As of today based on current earnings.

  • Reply to

    Anyone who followed the CEO's buy last month

    by items2 May 17, 2013 1:04 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 9:22 AM Flag

    No - now.

    If the CEO sold even one share a filing is required within 2 business days. Where are they. You said shares were sold - prove it right now.

    You cannot, because you post nothing but lies.

    The stock is going up - prepared to be run over....once again.

  • The stock still has plenty of room to go up.

    Earnings are strong, financials are strong, dividend has room to be increased.

  • Reply to

    Pre-split price would be higher with these financials

    by items2 May 17, 2013 12:41 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:18 AM Flag

    The light volume indicates that people are getting tired of playing games and that the selling which is typical these days after an earnings announcement has subsided. The novices have done as the big money wanted - they "sold in May" driving the price down allowing them to buy up shares at a discount.

    The next move for the stock is up over the next few months as money rotates into those companies which are not overvalued. Dumb retail investors have flocked to overpriced companies/stocks that big money wanted to get out of - they already rode it up and pushed them to overvaluation. They convince the novices to buy at the top while they move to companies that still have plenty of room to go up - like NTWK.

    Those folks who sold their NTWK shares have been played for fools.

    Those who went short will be decimated very soon.

  • Reply to

    Anyone who followed the CEO's buy last month

    by items2 May 17, 2013 1:04 PM
    o08o.ugh64w o08o.ugh64w May 18, 2013 7:11 AM Flag

    And once again, you are indicating to me that you have absolutely no idea what you are talking about.

    He sold nothing, because if he did, he is required to file the sales with the SEC, just as with purchases. Can you show me the filings with the SEC showing any sales? I can show you every single purchase, option award, and option exercise. There were no sales.

    You continue to prove, like a number of others here, that you know absolutely nothing.

    Keep it up.

  • Reply to

    YOU POOR BASTRDS !!!!!!!!!!!

    by themergerwillhappan May 9, 2013 1:09 PM
    o08o.ugh64w o08o.ugh64w May 17, 2013 4:16 PM Flag

    Shorts and previous losers can't stand it.

    Shares ready to move back over $11 next week.

IRWD
14.39-0.21(-1.44%)May 17 4:00 PMEDT