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Frontline Ltd. Message Board

pjmyers_tsi 172 posts  |  Last Activity: 13 hours ago Member since: Jul 16, 2012
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  • Reply to

    OT GTAT

    by nyjohnnygray Aug 28, 2014 5:24 PM
    pjmyers_tsi pjmyers_tsi 13 hours ago Flag

    "gave" - no, was a loan, albeit interest-free. GT obliged to repay no matter what, see latest 10-Q.

    If they didn't have 137.5m shares outstanding (ie. MC already = $2.4bn), and the other 2 businesses that have little or nothing to do with Apple, I could have seen a buy-out instead of a loan.

  • Reply to

    Scripts

    by drroid78 Aug 29, 2014 4:47 AM
    pjmyers_tsi pjmyers_tsi 15 hours ago Flag

    I hadn't yet seen the mid-Europe post, since - unlike you, apparently - I do not devote my life to ATRS and this board. I do apologize profusely for offending against your standards. I promise to read every post here for a month before posting, in future.

  • Reply to

    Scripts

    by drroid78 Aug 29, 2014 4:47 AM
    pjmyers_tsi pjmyers_tsi 15 hours ago Flag

    It WAS your hypothesis. You said it clearly here a week ago. Go find your own post.

    Where did I say I was confused? Maybe you'd better not post while on your period?

  • Reply to

    Scripts

    by drroid78 Aug 29, 2014 4:47 AM
    pjmyers_tsi pjmyers_tsi 18 hours ago Flag

    uptick: I wondered too. I believe the script poster is a Brit, since he seems to be posting on Euro hours. If so, then it's reasonable to assume "15/8" means 15-Aug. Of course, that leaves the question of what ""22/7" (22-Jul, ex hypothesi) might mean, since that date was not a Friday. If 7 is a typo, and really means 8, then 22/8 means 22-Aug.

    In any case, the "new" growth seems quite disappointing, and definitely contradicts nam's hypothesis (expressed last week) that refills now getting full co=pay reimbursement are re-classified as NRx.

    The overall growth, however, seems good. Roll on next week.

  • Reply to

    Short Interest Drop

    by steelbender85 Aug 26, 2014 4:17 PM
    pjmyers_tsi pjmyers_tsi Aug 28, 2014 5:15 PM Flag

    td: would you please also email that to me? If willing, you could use ID name at yahoo... TIA.

  • Reply to

    Go look at the GILD chart...

    by saram1500 Aug 28, 2014 2:26 PM
    pjmyers_tsi pjmyers_tsi Aug 28, 2014 4:51 PM Flag

    saram: best if you read this post with the theme from "The Twilight Zone" (circa 1958) playing just behind your conscious awareness:

    I too bought GILD, for the first time, between 72 and 73; MNK & GILD are by far my 2 largest long positions.

    I asked my muddah about it (she's dead, mark you, so I had to learn to dream lucid) and she said: "I think you're both psychotic".

  • daviscupper mostly starts new threads, and these are relegated below all other posts initiated in the last 24 hours, if you put him on ignore. To me, he is almost a non-factor.

    You, however, are a nuisance. Putting you on ignore has no benefit, because posts you bump, that I have already read, are still re-presented.

    So, while you may be well-intentioned, I would greatly prefer it if you would cease and desist. Thanks.

  • Reply to

    Why did refills drop?

    by nammuang Aug 22, 2014 11:04 AM
    pjmyers_tsi pjmyers_tsi Aug 22, 2014 1:24 PM Flag

    hey, the greedygreat: new to ATRS here, how many do you think Medac sold this week? TIA...

  • Reply to

    Options

    by caffeinsomniac Aug 20, 2014 6:08 PM
    pjmyers_tsi pjmyers_tsi Aug 20, 2014 6:20 PM Flag

    caffe: the funny thing is that the Jan-2015s are scarcely any cheaper! Seems a few people don't believe this is gonna stay down long.

  • Reply to

    Daviscupper....why?

    by northwesthomes Aug 19, 2014 7:27 PM
    pjmyers_tsi pjmyers_tsi Aug 20, 2014 12:45 AM Flag

    10 years, eh? "Member since: Mar 4, 2013". What was your ID for the other 9 years? TheWhopper? TheFruityTootyCake?

  • pjmyers_tsi pjmyers_tsi Aug 19, 2014 6:24 PM Flag

    whogo: I am not nam, and I do not think you are an idiot/imbecile. Not at all.

    With those disadvantages declared, I would expect the rheumatologist to know that tablets produce the desired effect for many RA patients. For many more, either they do not produce the desired effect, or the side-effects are relatively unpleasant. When the effectiveness/side-effect ratio is too low, then O can help many patients at lower cost than biologics. Antares P1-P3 testing produced results that impressed the FDA enough for us to be where we are now. It becomes a question of whether the marketing and beneficial effects are enough for A to turn a decent profit within the next 6 quarters or so.

    But you already knew all this. I am guessing that nam is more expressing irritation at your picking over the same ground, and/or the odd verbiage you employ, and/or your perceived inconsistency (unlike camry or daviscupper who are known as full-time shorts/idiots/irritants). HTH.

  • Reply to

    Selling continues after hours.

    by kingfarouk8 Aug 19, 2014 5:01 PM
    pjmyers_tsi pjmyers_tsi Aug 19, 2014 5:48 PM Flag

    Nervous, eh? You must not have been a QCOR long! Nah, just kidding, it's definitely annoying.

    But I have to tell you that these periods of grievous misvaluation are where you make your money. If you seriously believe it's worth 90-120 per share, then just go buy. Shares, calls, sell puts (if you want income or getting it even cheaper, like that greedy sri), just compose your features and your emotions, and go do it. You can thank me later for the pep talk.

  • Reply to

    Wow...just wow

    by saram1500 Aug 19, 2014 3:28 PM
    pjmyers_tsi pjmyers_tsi Aug 19, 2014 3:51 PM Flag

    Yes, WOW. The minute before the deal was announced in early April, MNK was 62ish. How the EFF, can they increase EPS about 50% (conservative) and then be worth 69??

    Am now back to the obscene portfolio proportions I once had with QCOR, ie. 35-40%, what with all the sold puts, bought calls and shares. Ach, who needs fingernails anyway?

    Seriously, I love it. Here comes another fortune. My only mistake was overweighting Oct calls before the merger, should have all been Jan-15, as cannot be sure when they buy out Mallinckrodt.

  • pjmyers_tsi by pjmyers_tsi Aug 19, 2014 11:30 AM Flag

    He posted on the pensiveman thread over on the mausoleum. Glad to see he's still around!

  • pjmyers_tsi pjmyers_tsi Aug 18, 2014 5:51 PM Flag

    Right, we got this straight now. The QCOR shares covering your call(s) will be converted to MNK and cash. If and when the underlying of the contracts you sold are called away, then you pass on to the buyer (almost) exactly what you received for your QCOR shares. It is transparent to you.

    I apologize if I misled you before. At least, after I found the OCC document, I came on here and tried to explain what will ACTUALLY happen, as opposed to our pre-deal fantasies!

  • pjmyers_tsi pjmyers_tsi Aug 18, 2014 1:37 PM Flag

    Great rendition, sri. I think people are having trouble because it is quite a bit different than what we expected. Most of us expected the difference between the levels of QCOR and MNK PPS to be expressed in the option strike price. But, actually, they adopted the far more elegant approach of leaving the strike price alone, and lowering the number of share units to be delivered in the existing contract, compensating the implicit holding of QCOR units EXACTLY as with ordinary shares (but only when the contract is actually exercised).

  • Reply to

    What did you learn from your QCOR ride?

    by pensiveman2000 Aug 16, 2014 3:54 PM
    pjmyers_tsi pjmyers_tsi Aug 18, 2014 12:25 AM Flag

    Thanks for replying, danzo, but now it's time to get to work.

    Jesus is a get-out-of-jail-free card for my sins? And non-Christian humans who never heard of Jesus (not their fault, just where they happened to have been born in the world) remain uncertain of a place in God's Kingdom? Oh, wait, you're right I found the Christian credo online:

    "I created man and woman with Original Sin. Then, I destroyed most of them for sinning. Later, I impregnated a human woman with myself, as her son, so I could know the human lot. Later yet, I will kill myself, as a sacrifice to myself, that I may save humankind from the sin I gave them in the first place."

  • Reply to

    THE CHANGE OVER

    by leedavisxxx Aug 17, 2014 12:08 AM
    pjmyers_tsi pjmyers_tsi Aug 17, 2014 11:57 PM Flag

    Called ME today on another topic - rep said cash should show within 10 days (sic - 10). Protocol is more like a dividend distribution than a trade settlement.

  • Reply to

    Why All This Hysteria over a Patent Challenge?

    by brunoq_78242 Aug 17, 2014 1:51 PM
    pjmyers_tsi pjmyers_tsi Aug 17, 2014 8:24 PM Flag

    aint: just for the record; you address your post to "the bashers", but it is positioned as if in reply to my post - yet I am not a basher. Well, that's OK since you're new here.

    whogo is a very smart guy, and well worth listening to, but a bit challenged on arithmetic/logic - as well as English grammar. Unfortunately, you confused my lesson, addressed to him on those topics, with an Antares sales forecast. The numbers I cited were simply to illustrate an argument.

    Please feel free to post any evidence you have for actual sales forecast numbers. I don't see how hypothetical waffling, along already well-established lines, adds all that much, though.

  • Reply to

    Why All This Hysteria over a Patent Challenge?

    by brunoq_78242 Aug 17, 2014 1:51 PM
    pjmyers_tsi pjmyers_tsi Aug 17, 2014 4:26 PM Flag

    We've been through this simple arithmetic befiore, but if it's still causing confusion:

    without Rasuvo, sales are, say, 100. With it, total sales might be (say) 150. This is the bit about additional competitors helping sales. 100 to 150. Still with me?

    But now Antartians' sales are only 80 (not 100), and Medac's are 70. The Antartians were hurt a bit by Medac. 80 + 70 = 150. Don't hurt yourself with this stuff.

FRO
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