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Repligen Corporation Message Board

quantify000 26 posts  |  Last Activity: Jul 4, 2014 11:19 PM Member since: Mar 20, 2005
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  • Reply to

    FOR THE LIFE OF ME CANNOT UNDERSTAND......

    by quantify000 Jun 26, 2014 8:53 PM
    quantify000 quantify000 Jul 4, 2014 11:19 PM Flag

    Seems like I have been in RGEN forever / ABOUT 9 YEARS and it took the GREAT FORTUNE FOR MGMT TO MOVE TO A REAL PRODUCT WITH REAL GROWTH AND EARNINGS. CANNOT REALLY EXPRESS WHAT THIS MEANS......UNIMAGINABLY FORTUNATE AND LUCKY!
    .......AND ECSTATIC! HA!

  • Reply to

    FOR THE LIFE OF ME CANNOT UNDERSTAND......

    by quantify000 Jun 26, 2014 8:53 PM
    quantify000 quantify000 Jun 27, 2014 12:00 AM Flag

    Best - "shrewd investors looking for relative safey" this very well could be.....its like clipping coupons and will get better with another acquisition but but still wonder about rich rich valuation....ha!

  • This up up up relntless trend.....even as a long and strong i am scratching my head.....why why why......valuations seems rich rich.....are we a buyout candidate sooner rather than later (jeffries)....another acquisition that gets us to $`100m in revenues by 2016....even for a long and strong i wonder wonder?? all opinions welcome.

  • Reply to

    hello quant

    by monkeyplains Jun 20, 2014 2:32 PM
    quantify000 quantify000 Jun 20, 2014 3:02 PM Flag

    Well that's great and I just can't believe this move today and the trend continues / when you make a great profit that is always a smart move. Just have no use for the money and tax / sold 2,000 at $19 (finally bought a car 7 mo old XTS black black Elvis car ha!) and of course should have waited / always paranoid about a pullback ha! In any event will revisit if we hit $30 and buy a home in Florida - always will feel very blessed and fortunate that RGEN changed their business model and subsequent up up PPS.
    If you ever transport a car Mike Newsome and Laura Newsome at Safeway are the only honest people I ran across to transport my car - so many lies, increase price and change dates at last minute.
    Stay in touch.
    Quant

  • opinions (except Carolyn novice ha!)?
    On this end hope we can gobble up another 1-2 more companies that should assure we stick in $20's with no sweat.

  • Reply to

    My prediction but again take it

    by bestinvestor14 Jun 5, 2014 4:36 PM
    quantify000 quantify000 Jun 6, 2014 12:35 AM Flag

    With another 1-2 acquisitions do not feel it will take quite that long to hit $30 - 1-2 years will take it......what great prospects.....we are all very very fortunate to be long this stock but am always respectful of da market that could vomit . correct anytime and we could lose 20% or so but long and strong through it all.

  • Reply to

    so what do you think about

    by bestinvestor14 Jun 3, 2014 1:57 PM
    quantify000 quantify000 Jun 5, 2014 3:02 PM Flag

    Monkey - well had to sell 2,000 for a new car but hated the car transport co's so bailed and now looking closer to home and yes would prefer to have sold at $20 or higher than $19.20 - felt very good at $19 so everything doesn't go perfect with timing and fortunately have a ton of shares remaining so if we get to $29 or so will buy a second home in Florida with the oldies like me ha!
    Always good luck to you.

  • Reply to

    so what do you think about

    by bestinvestor14 Jun 3, 2014 1:57 PM
    quantify000 quantify000 Jun 4, 2014 1:04 PM Flag

    Appears I did not read enough or understand what the market interprets as a very good acquisition -
    MUCH PREFER UP UP THAN DOWN DOWN SO COULD NOT BE HAPPIER!

  • Reply to

    how many longs are still holding??

    by bestinvestor14 May 8, 2014 3:06 PM
    quantify000 quantify000 Jun 3, 2014 11:14 PM Flag

    Hello Monkey -
    Had an XTS purchased across country but never transported a car before and did not like the lies, spin, bait and switch tactics of the car transport co;s - particularly from one small town to another that made it difficult for most transport companies to bid on it - so out of principle said the hell with it - so sitting with 2,000 shares sold and regrettably still looking for another car. Appreciate the comment and feel the same. What did you think of this acquire?

  • Reply to

    so what do you think about

    by bestinvestor14 Jun 3, 2014 1:57 PM
    quantify000 quantify000 Jun 3, 2014 11:07 PM Flag

    Know we could not expect the same leverage of Novazyme / comparatively this was not even close close close so in that respect its very disappointing for sure and especially giving up 200K plus shares - we raped Novazyme and we way way over paid for this one but just my opinion.

  • Reply to

    I think we are almost seeing $20

    by bestinvestor14 May 29, 2014 1:10 PM
    quantify000 quantify000 May 29, 2014 3:52 PM Flag

    Just sold 2,000 shares to purchase a new XTS so very excited - just do not understand the rationale for
    moving strongly past $17 and agree with the recent article that on a PE basis and market cap we are richly valued BUT WILL REMAIN LONG AND STRONG THROUGH UPS AND DOWNS / SEE WHAT TRANSPIRES OVER THE NEXT 12-24 MONTHS / LOTS CAN HAPPEN.

  • Reply to

    Jeffries

    by wsmwho May 19, 2014 4:14 PM
    quantify000 quantify000 May 19, 2014 5:06 PM Flag

    This is interesting - can't believe you meet with investment bankers for any other reason than to a) find out
    what we are worth per being acquired b) send out feelers c) ?? comments?? This seems about a year or so premature??

  • Reply to

    Holding

    by monkeyplains May 9, 2014 1:13 PM
    quantify000 quantify000 May 11, 2014 4:02 PM Flag

    Perfectly expressed Monkey: I agree we have been trading at lofty levels and what is really considered acceptable PE levels, but continue to go up - but WOW seems like now they are doing everything right.

  • Reply to

    Holding

    by monkeyplains May 9, 2014 1:13 PM
    quantify000 quantify000 May 9, 2014 2:29 PM Flag

    guys - I sold Alexian at $17 = now above $150 per share - we all can kick ourselves but nobody has a crystal ball! Maybe that's the reason have been so patient with RGEN along with no fda pass of fail or more study ha! Fairly secure in my mind. Good luck and hoping for $20 before it backs up a bit / a broker once told me stocks go up and down / pretty simple but have to be prepared either way.

  • Reply to

    Holding

    by monkeyplains May 9, 2014 1:13 PM
    quantify000 quantify000 May 9, 2014 1:25 PM Flag

    monkey - great but as the article says we are at a fairly lofty PE so wonder wonder.....but love the momentum / no fda worries / strong bus model / da cash that will be used wisely.....so also looking for $20's but wonder if we see $15 first?? hope you're well - what a blessing this is - may take a few thousand to buy a used 1 year old car so excited / have been living frugally to conserve conserve conserve shares....

  • Reply to

    WOW WOW ....THAT WAS A GREAT GREAT

    by quantify000 May 8, 2014 3:36 PM
    quantify000 quantify000 May 9, 2014 1:03 PM Flag

    brg - also love golf.....like both articles the past week....Repligen did boost its full-year net income forecast to a fresh range of $8 million-$10 million ($0.24-$0.30) / gotta like this but if your asking about taking a profit that's never a bad idea at this lofty PE multiple. Due to the $81M cash personally holding but that's just me - believe we see $20's as we use cash and new COO will definitely help Walt with new eyes and insights. Believe the low we retreat to is $15's??

  • What impressed was the .13 vs extimated .09 net AND we made up virtually all of the top like and bottom line of the ORENCIA ROYALTIES that dropped out this year AND OPUS growth is impressive AND we have da cash to buy growth (when and what will be interesting and love the COO hire to help with this process i.e. knowledge and connections from previous company) SO TO ME COULD NOT HAVE BEEN MUCH BETTER - CONGRATS TO WALT AND STAFF AND APPRECIATE THEIR EFFORTS.

  • tomorrow should be interesting - up / down - news - guidance for Q2 - talk about the new hire (this is big because Walt will probably remain for 2-3 more years max.....quality people are what makes companies or kills companies / have been on both sides!!

  • he makes great points BUT obviously DOES NOT UNDERSTAND WHAT THE MARKET IS LOOKING FOR!

  • Reply to

    ....any musings on the upcoming CC Q??

    by quantify000 May 1, 2014 3:05 PM
    quantify000 quantify000 May 6, 2014 1:57 PM Flag

    No faith in fda approvals and failures as we just could not do it previously so hold very little stock in the Biomarin partnering......but the new COO who will eventually take over for Walt is a great employ with great matching skill set.....see nothing but positive from this great hire.

RGEN
24.05+0.28(+1.18%)3:27 PMEDT

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