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Compass Diversified Holdings Message Board

retireb4death 11 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.

CODI
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