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Repligen Corporation Message Board

o08o.ugh64w 297 posts  |  Last Activity: 15 hours ago Member since: May 13, 2011
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  • Reply to


    by o08o.ugh64w Oct 12, 2014 12:13 PM
    o08o.ugh64w o08o.ugh64w Oct 12, 2014 12:39 PM Flag

    I think it's also indicative that we go with Eberwein on smaller companies where he can have a bigger impact and take control of things more easily.

  • Reply to


    by o08o.ugh64w Oct 12, 2014 12:13 PM
    o08o.ugh64w o08o.ugh64w Oct 12, 2014 12:38 PM Flag

    yes but we identified it as a garbage company right away because of the debt load - like HERO.

  • o08o.ugh64w by o08o.ugh64w Oct 12, 2014 12:13 PM Flag

    bankruptcy filing - glad we stayed away from it.

  • Reply to

    bear market

    by who_gnu_1235 Oct 12, 2014 2:28 AM
    o08o.ugh64w o08o.ugh64w Oct 12, 2014 12:12 PM Flag

    not concerned at all. CY downside risk is to the point where dividend is 6%, maybe 6.5% if all logic goes out the window. 6.5% gives a share price of $7, which is currently the lowest price target - again, more than happy to accumulate shares from current price down. the dividend is secure and products are gaining wide acceptance. entire semi sector was hit because of Microchip earnings report/warning - and the fear is likely unjustified.

    not concerned about potential bear market - my picks will do fine - they've shown it over past few heavy down days. now I'm looking for others that are going to be hard hit that will do fine in the longer term. my personal belief is that this is simply what I said before - correction through September/October, then tax selling, then we're going to get the rally going in to new year as the chickens are once again flushed out of the market. you just have to stay away from the garbage companies.

    tech is going to provide huge opportunity as the chickens are throwing the baby out with the bathwater already. very happy with everything that's been on my radar screen and opportunity to acquire shares at lower prices.

    don't be fearful, but likewise don't be holding garbage.

  • Reply to

    Kovner just bought 300,000 more shares on 9/30.

    by stackman68 Oct 10, 2014 11:37 AM
    o08o.ugh64w o08o.ugh64w Oct 10, 2014 7:37 PM Flag

    Of course $840,000 won't make or break him - but having upwards of $200+ million invested in SNTA between his personal accounts and Caxton will certainly hurt should things not work out.

  • Reply to

    Going autopilot today

    by o08o.ugh64w Oct 10, 2014 9:09 AM
    o08o.ugh64w o08o.ugh64w Oct 10, 2014 7:20 PM Flag

    none of my autopilot trades executed - but I did some manual buying early picking up a bit more DRAD below $3.80 (next buys at $3.65 and then $3.45), starting to scale in to CY (locking in 5%+ dividends) as it got clobbered during pre-earnings volatility (as expected - more for technical reasons) and took profits on BMRA prior to earnings next week (will buy back if it dips back below .85). I bought some ESIO yesterday and will make next purchase below $6.00 if it goes there again. looking to add more UWN and FORD on weakness but they haven't reached my next buy prices yet. looking for more NHLD at .44 and .42. looking to buy more LTRX below $1.70.

    feeling really good about my holdings, cash position, and chances here for getting some really great bargains over the next 8 weeks.

  • o08o.ugh64w by o08o.ugh64w Oct 10, 2014 9:09 AM Flag

    Traveling for the day. Just putting a bunch of buy orders in now - either I get my bargain prices, or I don't.

  • Reply to

    Fun close today? Index sellers?

    by snogreen Oct 9, 2014 1:17 PM
    o08o.ugh64w o08o.ugh64w Oct 9, 2014 7:48 PM Flag

    $2,678.00 ... 79 ... AMX ... 16:01:45
    $2,664.50 ... 1 ... NDD ... 15:59:52
    $2,660.00 ... 1 ... AMX ... 15:59:44
    $2,670.00 ... 1 ... EDGX ... 15:59:44

  • Reply to


    by who_gnu_1235 Sep 22, 2014 11:28 AM
    o08o.ugh64w o08o.ugh64w Oct 9, 2014 3:16 PM Flag

    if it's not making another new low today, then we may have seen the bottom. there seems to be a fair amount of support in the $2.85 to $2.90 range.

  • Reply to

    Buying today

    by o08o.ugh64w Oct 9, 2014 2:30 PM
    o08o.ugh64w o08o.ugh64w Oct 9, 2014 3:10 PM Flag

    fine by me - the stuff I'm buying today has been on my radar but always been more than I wanted to pay. dividend payers, no debt, turnarounds that have already begun to turn...more than willing to buy more on further weakness...the entire reason why my approach has changed to always scale in/out.

  • o08o.ugh64w by o08o.ugh64w Oct 9, 2014 2:30 PM Flag

    Spreading the money around, continuing to slowly scale in/out. I sold some stuff yesterday, now buying back today at big discount. Trying to remain calm, and not bite off too much at one time.

  • Reply to

    Maybe close to bottom here

    by o08o.ugh64w Oct 7, 2014 6:22 PM
    o08o.ugh64w o08o.ugh64w Oct 9, 2014 1:54 PM Flag

    Looks that way...the big boys may be creating the volatility on purpose.

  • Reply to

    Index funds by on bell?

    by snogreen Oct 8, 2014 2:24 PM
    o08o.ugh64w o08o.ugh64w Oct 8, 2014 4:25 PM Flag

    not quite - market maker plays to close down...check the last trade, he managed to hit the bid and then at 16:00:02 65 shares trade at 2752.56 - all the buying in the last minute at 2797, 2798, 2800 and then he just sneaks the last one in under the wire at 2752.56.

  • Reply to

    Maybe close to bottom here

    by o08o.ugh64w Oct 7, 2014 6:22 PM
    o08o.ugh64w o08o.ugh64w Oct 8, 2014 2:44 PM Flag

    I think bottom of this move has happened.

    About 30 minutes ago, most things in my portfolio popped almost simultaneously. Banks and TBF significantly.

  • Reply to


    by nip7890 Apr 18, 2014 10:37 AM
    o08o.ugh64w o08o.ugh64w Oct 8, 2014 12:04 PM Flag

    on top of all of that, Ted has indicated that there is a very high probability they will need additional funding.

    I don't see anything at this time which makes it interesting.

  • Reply to

    Only down $16 today!!!

    by o08o.ugh64w Oct 7, 2014 7:16 PM
    o08o.ugh64w o08o.ugh64w Oct 8, 2014 9:11 AM Flag

    Regardless of who is selling or for what reason(s), I have price points in mind where I'm buying. As long as the shares get there, I'm buying. I believe that the risk-free value is probably something around $2800, so purchases at the current price are very good, and I've got shares at the current price - I want more at lower prices.

    I believe the same way much of the market has gone up for incorrect reasons because of people just placing their money in to high-fliers that are ridiculously overpriced, as the market comes down, people irrationally sell everything - even things which they should be buying. That makes opportunity for you, me, and I believe Warren Buffett. My guess is that the guy is sitting back at his desk in Nebraska, starting to salivate at the opportunities that are beginning to emerge because of a market-wide selloff. There is no doubt in my mind that SEB is on his radar.

  • o08o.ugh64w by o08o.ugh64w Oct 7, 2014 7:16 PM Flag

    Considering how the markets performed today, SEB did incredibly!

  • Pull up 2 year interactive chart, slide your mouse to Oct 7/8/9 for 2013 and look at chart for remainder of the year.

  • Reply to


    by nip7890 Apr 18, 2014 10:37 AM
    o08o.ugh64w o08o.ugh64w Oct 7, 2014 4:30 PM Flag

    be careful - fundamentals are now extremely awful. only losses are going to be posted, ColdEeze is going down the tubes, the new plan is to develop a nutrition/energy drink of some sort. company has no experience in that business, there is no certainty it will be successful or be anything more than a money pit. ColdEeze has been going through extremely heavy discounting on retailer shelves, whether it's at the grocery store or Walgreens or Walmart I've checked in all for the past 6 months - they are clearing the stock and PRPH is likely losing the shelf space.

    on top of all of that, the shares will certainly be hit for tax loss selling...they could easily go sub-$1.00.

  • Reply to

    interesting statistic, SEB vs PPC

    by snogreen Oct 2, 2014 2:22 PM
    o08o.ugh64w o08o.ugh64w Oct 6, 2014 7:23 PM Flag

    Bresky is well aware of how the stock has performed this year, as his last personal open market purchase was in November last year at $2758/share.

    The volatility is a double-edged sword. Obviously, you need to have a gut made of steel to deal with the wild fluctuations in share price. On the other hand, I think that people who know and understand the company and proper valuation have the upper hand being able to acquire shares when they are unjustly knocked down for purely technical reasons. It's just a matter of being able to be patient. With the way the stock market is trading in general, and so many things out there being wildly overvalued, I'm comfortable and patient holding SEB shares and don't sweat things if the price falls a couple hundred dollars/share.

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