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Ironwood Pharmaceuticals, Inc. Message Board

o08o.ugh64w 37 posts  |  Last Activity: Jan 25, 2016 5:45 PM Member since: May 13, 2011
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  • Reply to

    executive cash bonuses

    by bluebloodedtrader Dec 16, 2015 6:26 PM
    o08o.ugh64w o08o.ugh64w Dec 21, 2015 6:54 PM Flag

    Looking through the proxy, I have to ask the same of directors. What exactly does a director do to justify total annual compensation of $100,000? Certainly the directors have little control or power over Pappas. So what is their purpose, and why do they deserve such compensation?

  • Reply to

    Been buying more

    by hweb2 Nov 11, 2015 10:14 AM
    o08o.ugh64w o08o.ugh64w Nov 11, 2015 10:38 AM Flag

    I think that Q4 is going to surprise to the upside on both top and bottom lines...the $500k won't matter as it will be tossed aside as a one-time non-recurring expense and not affect adjusted earnings - which is the basis for comparison to analyst estimates.

    I agree that 2016 is going to be very good all around.

    I plan to buy more on any pullbacks between now and year end.

  • Reply to

    earnings ok - backlog/pipeline better

    by o08o.ugh64w Nov 10, 2015 4:14 PM
    o08o.ugh64w o08o.ugh64w Nov 10, 2015 4:15 PM Flag

    and another deal just announced.

  • Q4 and next year will rebound.

    dividend is secure.

  • Very confident that standalone EVOL can support the dividend. With growth and the acquisition they believe the dividend is able to be supported in addition to the company's growth aspirations.

  • Reply to

    earnings ok - backlog/pipeline better

    by o08o.ugh64w Nov 10, 2015 4:14 PM
    o08o.ugh64w o08o.ugh64w Nov 10, 2015 5:14 PM Flag

    I will likewise be buying more.

    Conference call was very good. Last quarter and this quarter were the bottom. There will certainly be more wins announced in the coming months.

  • they trashed the shares last quarter with their downgrade. now, with shares about 40% lower and the turn in the bookings, they will likely upgrade very soon. analyst is on the call and asking a few questions.

  • Reply to

    earnings ok - backlog/pipeline better

    by o08o.ugh64w Nov 10, 2015 4:14 PM
    o08o.ugh64w o08o.ugh64w Nov 11, 2015 5:52 PM Flag

    I think I may collect on that steak dinner towards the end of the summer. Historically we'll see the highs around that time of year. However, if you are able and not overly loaded with EVOL shares, you might consider picking up a few more below $6 to bring your average down. You have been assured that the dividend will be maintained, so I believe there is little downside over the near and longer term. Will the shares test $5.25 again? It's a possibility, as someone else said when year end comes around. Will the shares test $5.00? I very highly doubt it.

  • Reply to

    earnings ok - backlog/pipeline better

    by o08o.ugh64w Nov 10, 2015 4:14 PM
    o08o.ugh64w o08o.ugh64w Nov 11, 2015 5:06 AM Flag

    Dividends are paid out of cash flow, not after tax earnings.

    At $8, the dividend would be above 5%. I believe that is too low. With 50 cents/share EPS I think we'd be looking at a share price closer to $15 because as the company turns in quarter after quarter of increasing earnings to get there, interest in the stock/company builds, the analysts get interested, and again the dividend. This is exactly what we saw 2.5 years ago after a soft quarter. The shares were taken to where we are today (with a dividend 25% lower than today), and over the next year made a tremendous comeback and the EPS barely covered the dividend along the way (again, it's from cash flow).

    Anyhow, the company shows that the business continues to be strong and that unfortunately investors continue to get hung up on the quarter to quarter lumpiness, which was also exemplified by the caller questioning for guidance. This all simply provides continued opportunity for those who can be patient along the way.

    Moving forward, maybe SSM can smooth out some of the lumpiness and provide the ability to show continued growth even when we invariably get a slow quarter or two on DSA licenses.

  • Reply to

    Whoa check out today's Form 4 filing!

    by hweb2 Dec 11, 2015 4:52 PM
    o08o.ugh64w o08o.ugh64w Dec 11, 2015 8:36 PM Flag

    just saw it - pretty amazing.

    I want more, but want to pay less than $5.50...6 months from now I may be kicking myself.

  • o08o.ugh64w by o08o.ugh64w Dec 10, 2015 4:19 PM Flag

    hweb.audphil, it's been kicked around here a few times when the shares were up in the $10 area that company could be a buyout candidate at a higher price. Considering where the shares are today, and where the company is operationally, what's the possibility of a buyer coming along now? obviously, with the shares down about 50% from highs they could justify a lower price than at the time of the 52-week high.

    What would the offer price need to be with shares in $5.50 to $6.00 range?

    Thoughts?

  • Reply to

    shares to break back under $8.50

    by o08o.ugh64w Oct 2, 2015 12:01 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2015 9:45 AM Flag

    good luck and I hope you can get some shares...it is a good opportunity. bank is doing very well with growth in earnings and the dividend is hard to beat in the current environment.

    I'm looking to get more shares as well...I may be asking for too much to see them below $8 again.

  • Reply to

    Dividend is secure - listen to the Q&A

    by o08o.ugh64w Nov 10, 2015 5:07 PM
    o08o.ugh64w o08o.ugh64w Nov 11, 2015 4:48 AM Flag

    The statements you point out confirm the intent is both growth and maintenance of the dividend.

  • Reply to

    Slide into earnings continues

    by hweb2 Nov 10, 2015 12:48 PM
    o08o.ugh64w o08o.ugh64w Nov 10, 2015 3:15 PM Flag

    company isn't headed to bankruptcy, and will most likely declare the regular quarterly dividend with the earnings this afternoon. the trading since the PR of the earnings date has simply been continual selling...all technical.

  • Reply to

    Slide into earnings continues

    by hweb2 Nov 10, 2015 12:48 PM
    o08o.ugh64w o08o.ugh64w Nov 10, 2015 3:10 PM Flag

    there is some decent buying taking place. however, someone or some systems are filling them all and just pushing the shares lower. maybe they're just blindly shorting at this point?

  • Reply to

    Slide into earnings continues

    by hweb2 Nov 10, 2015 12:48 PM
    o08o.ugh64w o08o.ugh64w Nov 10, 2015 3:33 PM Flag

    I've bought more at similar points. I'd love to push all my chips in right here, but will restrain myself and just be patient to see what's reported.

  • Reply to

    shares to break back under $8.50

    by o08o.ugh64w Oct 2, 2015 12:01 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2015 3:21 PM Flag

    and there you have it.

  • Reply to

    shares to break back under $8.50

    by o08o.ugh64w Oct 2, 2015 12:01 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2015 9:21 PM Flag

    I was getting shares in the last few minutes at $8.12 and $8.15. The $8.12 doesn't show as low of the day because they gave me less than 100 shares at that price.

    Now, as far as the ask, market maker was playing a big game...most of the time the ask was at $8.75 and up. He was filling at the bid with 100 shares every couple minutes. For a moment he lowered ask to $8.35 and I jumped on it...he filled 100 shares then moved the ask to $8.98! Thankfully over the next few minutes he filled the remainder 100 shares at a time.

    I remember the last time they did this, and this time I saw it coming. There may be another opportunity on Monday as it might be a big down day for all the markets.

  • Reply to

    DA Davidson likely to upgrade

    by o08o.ugh64w Nov 10, 2015 4:58 PM
    o08o.ugh64w o08o.ugh64w Nov 11, 2015 4:45 AM Flag

    If they had sufficient grounds for downgrading previously, there is as much for upgrading at this time.

  • Reply to

    Another day, another Form 4 filing

    by hweb2 Dec 4, 2015 4:28 PM
    o08o.ugh64w o08o.ugh64w Dec 9, 2015 11:41 AM Flag

    I like small community banks a lot and follow a handful very closely. Yesterday one of them, PFBI got whacked for no reason, just manipulated lower...my guess in advance of the shares going ex-dividend on Friday...hoping to drive it lower. The dividend is excellent (for banks in the sector), their earnings growth is very good, and they just raised the dividend a couple months ago. When interest rates move higher, so too will bank earnings.

    The other is AETI - very low trading volume and liquidity. There had been a pretty solid base in place at $2.30. Then a couple days ago a seller just started pushing lower, and all the market makers pulled their bids and the stock dipped below $2 yesterday...on small volume. Today, some volume is coming back on the bid...but just to show the point, the shares are up 26 cents on 800 shares.

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