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Compass Diversified Holdings Message Board

retireb4death 558 posts  |  Last Activity: Aug 20, 2014 8:57 AM Member since: Nov 11, 2004
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  • Reply to

    SRPT

    by carpet310 Aug 19, 2014 10:35 AM
    retireb4death retireb4death Aug 20, 2014 8:57 AM Flag

    And when a drug is given in an uncontrolled environment where you know nothing about the genetic, dietary, pharmacological history of the reciipient and suddenly there's a hypermetabolic reaction that turns that patient into a horseman of the apocalypse and we suddenly have a bug that's airborne and able to genetically bridge over any inhibitor our science can throw at it...will you be harping at the FDA to 'save the children' then? Don't discount it as fiction..we're closer to it than you think.

    Now, should FDA fast-track DMD drug for US patients with known histories in valid clinical settings to treat a genetic-based disease and give these kids a chance at living? Absolutely.

    Two completely different subjects with SRPT and you'd better re-think your position on Ebola to contain it, contain it, contain it... and any person who has been in the hot zone doing missionary, teaching, business or medical work had damned well better be in quarantine for 25 days prior to allowing them to board a commercial airliner.

    Sentiment: Hold

  • Reply to

    Institutional Investor Activity in Q2

    by thezymeister Jul 27, 2014 12:55 PM
    retireb4death retireb4death Jul 28, 2014 1:27 PM Flag

    Just to play devil's advocate: how many of those institutionals are holding short and picked-up shares to cover positions should they choose? And you can certainly buy non-existant shares easily enough if you're a GS customer (they'd sell their grandmothers as naked shorts if there was a market). Total institutional ownership is a valid metric - and introduces some stability to a stock, but all these little positions are interesting, but meaningless in the grand scheme. SZYM has to put up proven revenue from something other than Algenist before the market will have even a hint of respect for it. I'm conifident that they will do so (12k shares long here), but not necessarily 2Q or 3Q or even 4Q, but ultimately they will do it. I can wait.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jul 25, 2014 8:25 AM Flag

    I'll thank you to not label me or my investing style with such a broad brushstroke.

    As an investor, I'm quite capable of waiting for my expected returns while still actively monitoring my investment. The world's shift to an instant gratification mentality and attention spans measured in the time it takes to text/tweet uncensored and unorganized thoughts has infected the markets. It reached its zenith in HFT.

    If you're a trader, then go play in your sandbox and enjoy your periodic wins, for in the long haul (and I'm talking retirement and the 30 years after "working" that we have to face) you'll find that the fable was wise: slow and steady wins the race.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jul 15, 2014 3:58 PM Flag

    To be fair, he's been critical before but clearly stated that it was just too early in the development phase to be positive. Regrettably, when he puts out one of his non-negative blogs one of his fellow MF'ers grunts out a steaming pile of critical opinion about 48 hours later.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jul 15, 2014 3:55 PM Flag

    yep...I'm usually reluctant to block someone, but that particular poster deserves it. I hope he(she?) gets the medications balanced soon cause those posts are bordering on frantic...and I'm just not really believing that he(she?) is altruistic and trying to save all the investors on the board from the perceived evils of SZYM.

    Sentiment: Strong Buy

  • Reply to

    Shorting SZYM a Very Crowded Trade

    by doc.reality Jul 14, 2014 5:22 PM
    retireb4death retireb4death Jul 15, 2014 9:29 AM Flag

    Don't kid yourself...yes, there are retail investors shorting this (though I seriously doubt any of the perpetual flamers on a Yahoo MB have $5 to their name to support any trade) but the bulk of those short shares are under the control of institutionals and there are already shares in place to support the shorts. Unlike a buy-and-hold retail investor (which is how I view myself by and large), the institutionals are always churning their positions to make money, but never fully exposing themselves to naked short positions.
    So yes, there's a short squeeze to be had given good timing/events, but I'd suggest the exposed short positions are less than half of the total short positions.
    I'm not into the portfolio churn method...and i think 90+% of stocks are overpriced right now (at least anything I'm likely to buy), so i just sit here on the side with 12,000 shares long. When it's $13, I smile. When it's $10, not so much. But it ultimately doesn't matter to me. I like the story, I like the fundatmentals and we'll find out first week of August how the Moema plant in performing. I'll considering giving up my shares when the stock hits $19-$20 or when I see a transformative change in fundamentals. And meantime, I'll be entertained by the rantings of a Yahoo MB...

    Sentiment: Strong Buy

  • retireb4death retireb4death Jun 20, 2014 9:12 AM Flag

    or the debt holder has already shorted shares, thereby hedging the loan, locking the ROI and now maybe they want the cash underpining the short position freed-up for other purposes. There's a lot of different scenarios possible on this one and we'll never know the full story other than SZYM has converted debt to equity. So we have a 2%-ish dilution, but the balance sheet just got stronger, so in theory the existing shareholders should come out just a fraction below the value they held prior to the conversion.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jun 5, 2014 12:48 PM Flag

    Don't kid yourself...a) there aren't that many retail shorts...b) GS is very probably either the #1 short interest or the share lender to the greatest accumulation of short interests...and the bulk of the short sales are offsetting long positions. Since you see large increase in short shares, but not publicaion of a stock imbalance, this is all just institutionals doing what they do: creating more wealth from thin air for the 1% in a manner that would never be accessible to the lower 90%. Call it prosperity gap, or market capitalism...it's all the same and your view depends on which side of the fence you're peering from.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jun 5, 2014 11:48 AM Flag

    We all stand in awe of your deep technical analysis and prosaic demonstration of wit.

    Sentiment: Strong Buy

  • Reply to

    One thing that bugs me about Solazyme

    by investitrader Jun 2, 2014 7:25 PM
    retireb4death retireb4death Jun 3, 2014 8:36 AM Flag

    ...and don't overlook the possibility or retooling a defunct ethanol plant to algae. Clinton wasn't built ground up, so, if expansion was the plan, why wouldn't they keep a side view on dead/dying ethanol plants so conveniently located within 50 mii diameters of farmland . The market doesn't look at the capex cost as much as it looks at the historical track record of getting a new plant on line and how long it will take that capex to increase revenues and bottom line (ROE). Overcapacity buildout would be punished, but a well-reasoned incremental progress (like every step of the plan executed to this point since IPO) would strengthen the fundamentals, thus the institutional holders, and thus decrease the sway of the momentum skeezers who are currently remote controlling the bus.

    Sentiment: Strong Buy

  • retireb4death retireb4death Jun 3, 2014 8:25 AM Flag

    maybe whoever is 'downing' you feels that when you mentioned MNGA the first time on a SZYM board, that was information sharing...the second time it was preaching, but since then it's just pumping another stock on a board that should be pumping or trashing SZYM.

  • Reply to

    This board is now 90% character assassination

    by denzil_lawson May 12, 2014 8:52 AM
    retireb4death retireb4death May 13, 2014 1:08 PM Flag

    hmmm..and it seems to me that some ali#$%$ do nothing but hammer through post by post accusing any poster that doesn't share a narrow view of being a pumper...obfuscation...look it up. Then, with deference to Denzil_lawson, ignore 99% of what you read on these boards. Pull out the concept or lead or question that sparks your interest, but believe no information until you do your own research. Educate yourself, invest yourself, only believe yourself.

    Sentiment: Strong Buy

  • retireb4death retireb4death May 13, 2014 1:02 PM Flag

    And anyone who needs nine, count them, nine question marks to spew obfuscation should be ignored by those who've provided an opinion that didn't really ask for his input.

    Sentiment: Strong Buy

  • retireb4death retireb4death May 13, 2014 12:57 PM Flag

    Because 10 years ago I posted frequently about stocks I believed in..STKL, OVEN, APII...and over time it became obvious that the majority of Yahoo posters are knuckle-dragging, empty-headed shills for one side or the other. So I figured what the hell, keep my insights to myself, let the rest of the sheeples go over the cliff if they're not smart enough to see BS for what it is...
    Well, after doing pretty damned will over the years, I've found another stock that I believe in. Yes, JW raises my hackles on occassion, but the world needs this company and it's products and as long as the fundamentals remain sound, I'm onboard. Poking around the board I occassionally see some people that remind me of me 10 years ago...and those are the ones I hope read any post I decide to share. Because, frankly, anyone that summarily classifies someone with enough of a life/job to not live on the Yahoo boards as a pumper has his/her head so far up his/her collective #$%$ that every letter you type sounds like a little insignificant fart to me...and I felt that some fresh air might add value.

    Sentiment: Strong Buy

  • Reply to

    Will SZYM reach $8 today (May 13)?

    by tobetrampled May 13, 2014 8:56 AM
    retireb4death retireb4death May 13, 2014 11:30 AM Flag

    More likely the MM just completing a side, but he couldn't do it if someone wasn't selling. I watched a 10 share trade go through about 30 min ago, so I fully expect today to wind right back in the 9.10's again. A good PR re: Moema will cause at least a temporary bump, but until they post income (not just rev's, but income) we're not going to have the investor base needed to put this stock in the high teens.

    Sentiment: Strong Buy

  • Reply to

    If you are ever in Paris

    by fschmidlapp May 13, 2014 1:25 AM
    retireb4death retireb4death May 13, 2014 9:27 AM Flag

    awww,...that's not nice...especially as I understand it's one of your favorites as well....

    Sentiment: Strong Buy

  • Reply to

    Will SZYM reach $8 today (May 13)?

    by tobetrampled May 13, 2014 8:56 AM
    retireb4death retireb4death May 13, 2014 9:25 AM Flag

    I think that nothing fundamental about this stock has changed in several months and that I'm glad I tripled my position on the way down here to the basement. I watched numerous trades of 3 shares fly by yesterday...so someone or their algorithm is having a grand time of keeping this price down. But they can only do that so long as there are shares to be bought at this price. Anyone who would short this at $9 needs to get into rehab for the chemicals they're ingesting. If a long is selling out at $9, I'm shaking my head in pity...as for me, I'll just sit tight, ignore the paper losses and wait for the payday on the other end...it it's a year from now, so be it...nothing else on the market is looking attractive to me, so i don't really consider this a case of missing other opportunities.

    Sentiment: Strong Buy

  • Reply to

    Moema is OPEN!

    by cloudmaker53 Apr 30, 2014 7:19 AM
    retireb4death retireb4death Apr 30, 2014 9:03 AM Flag

    We're 5 days from earnings, a month over-due on Brazilian news...this is the sweet spot for those wanting to either shake loose weak hands or play the swing. If you believe the company's agenda, if you like the fundamentals underlying it, if you can tolerate the volatility that the non-earnings stocks are going to have in current macro-environment, then hold 'em, buy if able on dips and hang on. If you try to time the market, you'll likely get burned. If you run for the door if someone whispers 'fire' in the back room, you'll likely get burned. Yes, we'd all like more communication from Wolfson, but if you're holding just remember that a company pumping PR's every week gets little movement from them, if/when there's a PR re: Brazil, you can be asured that the movement will be something to behold...up or down. So put it in your Roth, and enjoy the ride!

    Sentiment: Buy

  • Reply to

    This is past oversold, now in stupid land

    by radwastecollector Mar 27, 2014 9:37 AM
    retireb4death retireb4death Mar 27, 2014 9:46 AM Flag

    love watching 10's of thousands disappear from my balance sheet. I like this company, but right now, I'd happily feed Wolfson his own balls for lunch for his pathetic mgmt of the news. If he chooses not to drop a frothy PR on every algae burp, more power to him, but a dilution of this scope requires some well chosen words. His job isn't to create opportunity for buyers, his job is to direct the companies goals into reality and to manage the street's impression. If he isn't going to do that, he needs to go private or step aside and just play COO, not CEO.

    Sentiment: Hold

  • Reply to

    Zack's does some pretty lame research

    by asenarens Mar 12, 2014 3:16 AM
    retireb4death retireb4death Mar 12, 2014 7:28 AM Flag

    Agreed. I stopped bothering with Zacks and Motley Fool articles years ago. Found both to be neither impartial nor balanced. MF seems to be the Huffington Post of finance and Zacks only wants to sell you other information. About the only blog as research I listen to on SZYM is Kevin on SA. His stuff is pretty 'pro' biased, but he presents factual data in the articles that you can use to form your own opinions. That said, my Roths are looking pretty sweet right now with all the SZYM I loaded in them back in the 8's (g)

    Sentiment: Buy

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