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Repligen Corporation Message Board

o08o.ugh64w 300 posts  |  Last Activity: 8 hours ago Member since: May 13, 2011
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  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 5:56 PM Flag

    sounds good

    Should delisting occur, I can already hear the explanation from Zack how it's actually a good thing with the reduced compliance costs.

  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 5:04 PM Flag

    Maybe I'll buy some shares below $1.50 in December. Charts seem to indicate we should see a bottom between now and year end and then a runup into March/April could happen if there are some contract announcements coming.

    Only question is how they will get equity up and if there is dilution coming as a result? On the other hand, I'm not sure that anyone is really looking at the valuation on a per share basis any longer.

  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 4:18 PM Flag

    I think the call is going to be a fireworks show when it comes to Q&A.

  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 4:08 PM Flag

    OMG!!! Loss of 25 cents/share!!!

  • Reply to


    by who_gnu_1235 Nov 4, 2014 12:32 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 2:46 PM Flag

    good job - nice move up.

  • o08o.ugh64w o08o.ugh64w Nov 14, 2014 11:09 AM Flag

    I'm impressed - good call.

  • Reply to


    by o08o.ugh64w Nov 13, 2014 8:47 PM
    o08o.ugh64w o08o.ugh64w Nov 14, 2014 4:02 AM Flag

    I see...filings were after the close.

    Doesn't change the fact it's all bad news. Same as last quarter - market is not reacting as it should - maybe folks haven't reacted to it yet? Or same insider is purchasing and supporting the shares? I would short the shares, but I never short.

    Do you see anything positive in the announcement? There are more litigation expenses coming, they are losing shelf space, they have only one product that is not performing and is dying - do you see it differently?

  • o08o.ugh64w by o08o.ugh64w Nov 13, 2014 8:47 PM Flag

    Simply awful earnings and earnings announcement after the close.

    Stay away - insider purchases are not going to stop it from falling. There is not one iota of encouraging news - it's all bad.

  • Reply to

    you don't buy the buy the future....

    by blu10duck Nov 12, 2014 4:35 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 7:25 PM Flag

    I guess they no longer like it.

  • These guys are bringing home the bacon!

    FY 2014 will show earnings of $2.20/share - current share price is below PE of 10!!! They should be priced at a PE of 12 or 13.

    It's time for a nice size dividend increase - maybe a 9 cents/share bump to 85 cents/share?

    I'm actually hoping shares trade lower into year end - I want to load reason to be trading below $25 or $26 at this point.

  • Glad I sold - the writing was on the wall 3 months ago.

    saketyme - I would re-evaluate if I were you...maybe sell on the next chance you have - Ted is going to drive this into the ground. Shares are going to be diluted and he's going to have to raise more cash. You no longer own a drug/pharma-related company, you own a R&D pet project. It's going to continue bleeding as money is wasting away. I don't see anything encouraging at all in this earnings announcement - it's all bad. Shares could easily slip below $1.00 in the next 6 amount of insider buying is going to stop it from happening in the face of continuing deterioration.

    Best to you.

  • Reply to


    by who_gnu_1235 Sep 22, 2014 11:28 AM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 3:31 PM Flag

    well clearly I should have sold earlier and repurchased now. but I will be holding into next year - I am confident a partnership will come along during the first half of the year.

    if the shares go lower again, I'll probably just start buying/flipping again with another smaller position.

    considering there are many people who bought the shares at higher prices during the year and not interested in holding any longer, I suppose there could be a wave of tax selling coming.

  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 11:07 AM Flag

    not a problem.

    let me give you a few to go check out to take your mind off of ATEA for a little:

    VSR - Ebola pumping is dissipating. Ironically, they got two orders for hazmat suits in the past couple weeks totaling about $6 million. Their earnings were in-line, they gave good guidance, and 2015 should be a decent year. I've started repurchasing again - got some at $3.05 yesterday and $2.95 this morning. Have more GTC buys set up under $2.90. Should be some tax selling coming in the next few weeks so I'm hoping for a lower price and getting more. CEO just making token buys of 1000 shares here and there. But with low debt, $3.89 BV, and Ariel owning about 20% I continue to think it's a solid value play with small downside risk.

    API - insiders have bought. Earnings just announced were as expected. This quarter will be a little weak, though I predict break-even due to cost cutting, and next quarter should return to profitability. Shares have a pretty solid trading range between .50 and .55 - now trading below .50 since earnings announcement. Check price history for past 6 months - should go back to .50. I was lucky to get some at .44 and will buy more at/below .45 between now and year end.

  • Reply to


    by who_gnu_1235 Sep 22, 2014 11:28 AM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 10:29 AM Flag

    as amazing at it seems, my position is now in the green!

  • Reply to


    by who_gnu_1235 Nov 12, 2014 2:42 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 10:28 AM Flag

    You've been through a rollercoaster with ATEA for years. Personally, I think you should be happy to not have to think about it at this point and just see where things go. If you want to have something just to be in it if there is a pop on Monday, just pick up a few shares that you wouldn't really care about what happens, but can feel good that you made something if there is a pop.

    I think we both know that Zack will have a plan no matter what happens, and will put a positive spin on things, it's just a matter of whether the market buys it, or is too tired of it after all this time.

    Anyhow, you may feel as I do with some of my staple/long-term holdings after selling - not seeing it in the portfolio as it has a psychological effect of creating a feeling of emptiness. Try to ignore it - the risk is gone, and that's a good thing. Go research for other/better plays as we're coming in to the homestretch of the year and bargains are again beginning to emerge which will set us up for very quick gains come January.

  • Reply to

    Who said he was shorting at $3.08?

    by o08o.ugh64w Nov 11, 2014 12:47 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 7:47 AM Flag

    "When i heard a new CEO talk about assembling a team to commercialize a product that is years away i go short."

    It indicates:
    1. A very high confidence level in the outcome
    2. CEO already told you that they are not spending lots of money to do this, it is merely putting some pieces in place so they are ready to go when they receive approval
    3. The product is not years away

    I am certain first day the shares go lower, you will be back on your perch squawking all day.

    Go enjoy your day and try not to think about the 9% loss you're looking at on the $3.08 short.

  • Reply to

    Lost money, margin compression - barf

    by cparker492 Nov 12, 2014 4:24 PM
    o08o.ugh64w o08o.ugh64w Nov 13, 2014 6:55 AM Flag

    of course you did, and I am Elvis.

  • Reply to

    Good call

    by o08o.ugh64w Nov 12, 2014 5:18 PM
    o08o.ugh64w o08o.ugh64w Nov 12, 2014 7:07 PM Flag

    My belief is that as with past company repurchases, they are setting the floor at $1.75. I believe they may be subject to purchasing no more than 25% of the daily volume, so if the shares do dip into the $1.60s, I'd grab them - I certainly will be.

  • Reply to


    by kennybear4738 Nov 12, 2014 12:14 PM
    o08o.ugh64w o08o.ugh64w Nov 12, 2014 6:52 PM Flag

    Again - BABA is not an investment but a casino game. Congrats on your paper winnings thus far.

  • o08o.ugh64w by o08o.ugh64w Nov 12, 2014 5:18 PM Flag

    Look for B. Riley to begin coverage on the company soon.

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