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The Royal Bank of Scotland Group plc Message Board

rexobxip 39 posts  |  Last Activity: Apr 30, 2015 1:33 PM Member since: Apr 27, 1999
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  • He is paid to be a professional CEO not a braying jacka##. As a long term MYL shareholder, I am appalled by his behavior. I believe he is damaging the company... not nec. sales, but goodwill and reputation

    Sentiment: Hold

  • rexobxip rexobxip Apr 30, 2015 1:29 PM Flag

    Thinking that you are just kidding, but... Problem is that the cost of those puts would go way up if Mylan were to acquire all those. Who are you putting the stock to / who is selling all those puts which would represent nearly 40% of the outstanding shares, and an even higher percentage of the float?

  • Reply to

    Mylan offers 2.3 shares plus $75 in cash per share

    by jrgorel Apr 29, 2015 9:23 AM
    rexobxip rexobxip Apr 29, 2015 11:01 AM Flag

    Important to like PRGO at this price as well... as that is what you will be holding if the MYL deal does not happen. And PRGO rejections of the deal, plus Teva's continued pursuit of MYL make this somewhat dicey. Also, if Teva bails on MYL, we could see a precipitous drop in MYL shares... which would not be good for PRGO shares... or the MYL offer. This is a high stakes poker game, and the outcome looks very uncertain. And who knows... an as yet unknown third party could step in and take out one of these companies.

  • Reply to

    SWKS - Down Day

    by u087787 Apr 29, 2015 10:43 AM
    rexobxip rexobxip Apr 29, 2015 10:53 AM Flag

    Starting to get old? SWKS is up 130% in a year... down about 8% from its all time high of maybe 2 weeks ago? I'm guessing you jumped on the bandwagon at the high and are feeling burned. Nothing goes straight up... and there is a lot of pressure on chips. When analysts start upgrading after a big run, I feel like it is time to get out. Often it seems they are just propping up price for their big clients to get out.

  • Reply to

    Anyone take their profit?

    by harvest_0_0_7 Apr 27, 2015 5:42 PM
    rexobxip rexobxip Apr 29, 2015 10:42 AM Flag

    Or will sell at $65. after all these deals fall through. Coury burned MYL shareholders through the Tax Inversion -- and will burn them again with his arrogant self-serving approach... either that or he is a better poker player (and CEO) than I am giving him credit for. I am holding and hoping for the best.

    Sentiment: Hold

  • How much dilution does the the PRGO bring? Mylan's offer says PRGO offers a better value than Mylan's own shares. If MYL shares are worth $120. stand alone(as many posters claim)... then this values PRGO shares @ $351. a nearly 100% premium to todays price. At $100./MYL share, a PRGO share is worth $305. My concern is Coury is overpaying for PRGO to protect his personal interests... not shareholders... not stakeholders... and Mylan shareholders are overlooking the degree of dilution the PRGO deal brings. The desperation on Coury's part to avoid a Teva deal may prove worse for Mylan shareholders than a deal itself. I have been long MYL for over 5 years.

    Sentiment: Hold

  • Reply to

    I am out

    by chiltiupin Apr 20, 2015 4:33 PM
    rexobxip rexobxip Apr 24, 2015 3:17 PM Flag

    You believe there is overlap between WFM and WMT in the grocery segment? I shop at Whole Foods, Trader Joe's, our local farmer's market (which is probably bigger than WalMart), and in a pinch, Publix or Kroger's -- though I don't really feel comfortable with their fish or produce. I will also shop at WalMart occasionally... for dishwasher soap, school supplies, socks, batteries... even bought a bicycle there recently. But I NEVER buy there produce, or other food items. WFM is not competing with WMT for customers... and I don't really think they are competing with Publix or Kroger either. Some people place a priority for what they put in their body. They will pay more for organic chicken or Bell & Evans, but wouldn't buy Purdue or generic chicken. On the other hand, I really don't care what car I drive (a 1999 model). Food is more important to me.

    Sentiment: Buy

  • Mylan basicly scr*#ed long-term shareholders with their inversion back in Feb. Made most of their gains taxable this year will force many shareholders out of the stock. I am still holding, but will have to sell before EOY to lock in gains and pay taxes. Might as well get highest value possible in the short term.

  • rexobxip rexobxip Apr 22, 2015 3:59 PM Flag

    Unfortunately, Yahoo Finance has bad info... MYL cap is 35+ B... not 28

    Sentiment: Buy

  • Reply to

    Numbers don't add up

    by rexobxip Apr 22, 2015 11:15 AM
    rexobxip rexobxip Apr 22, 2015 3:51 PM Flag

    confirmed that on ML site... and market cap is 35+ billion... Yahoo Finance has bad #s...
    Mystery solved
    Thanks!

    Sentiment: Buy

  • Someone please tell me what I am missing. Reports value the TEVA offer at 40+ billion. Current MYL market cap is 28B... 40 billion would seem to translate into an offer around $105. So somewhere the numbers being reported appear wrong. Insight appreciated. Thanks.

    Sentiment: Buy

  • Reply to

    Later Today!

    by eleventotwo Apr 17, 2015 10:11 AM
    rexobxip rexobxip Apr 17, 2015 7:18 PM Flag

    Oh come on... you know he covered at $66.37, and after shorting at 72.37 on 25k shares, made a cool hundred and fifty grand for a good weeks work

    Sentiment: Strong Buy

  • Reply to

    Downward Spiral !

    by eleventotwo Apr 15, 2015 10:54 AM
    rexobxip rexobxip Apr 17, 2015 4:26 PM Flag

    Upward spiral... oops!!! Like it always does.
    Are we looking at the same chart?

    Sentiment: Strong Buy

  • Reply to

    JAZZ IS LIKE THE FED

    by ngpharm1 Apr 10, 2015 11:56 AM
    rexobxip rexobxip Apr 16, 2015 12:52 PM Flag

    Sales are expected to grow 20+% next year and this trades @ a sub 20 forward P/E... and all you do is bash without any substantive facts. "Old generics... fraud... dissected their pipeline... yada yada..." Obviously doctors are prescribing their products... or they would not be growing and profitable... I reached out to an analyst I know and he feels they have a good model of older/orphan drugs, R&D, and have even started manufacturing. They have a strategic approach that is working -- growing and high margin. Many still see them as a takeover candidate.

    Sentiment: Buy

  • rexobxip rexobxip Apr 16, 2015 12:15 PM Flag

    This company is definitely starting to look like a takeover candidate

    Sentiment: Hold

  • Reply to

    I AM TELLING EVERYONE HERE

    by ngpharm1 Apr 9, 2015 3:52 PM
    rexobxip rexobxip Apr 14, 2015 12:08 PM Flag

    You still will not tell what bone you have to pick with JAZZ. There are plenty of questionable pharmaceutical companies making products that are more about making money than helping people. You are shorting JAZZ, so this is about money for you, not morality. Don't act holier than thou, when you are just looking to make a buck.

    Sentiment: Buy

  • Reply to

    I AM TELLING EVERYONE HERE

    by ngpharm1 Apr 9, 2015 3:52 PM
    rexobxip rexobxip Apr 10, 2015 9:55 AM Flag

    The only thing closed is your brokerage account from all the margin calls you've gotten while shorting this stock. More and more, I am convinced that you are a disgruntled ex-employee... or someone with some other agenda or bone to pick with JAZZ. Did you bet your entire retirement on this short position. And why would anyone on this thread believe you over the dozen plus analysts who follow this company. Oh wait.... you have "EXTREME CONFIDENCE" this company is a fraud... okay guess it's time for me to sell. Your work is done here.

  • Reply to

    SOMEONE HAD INSIDE INFORMATION

    by ngpharm1 Apr 8, 2015 3:45 PM
    rexobxip rexobxip Apr 8, 2015 10:53 PM Flag

    I had suggested you take the pullback to the low 170s as an opportunity to cover your shorts.... but you said you saw it as an indicator to add to your short position. How's that working for you today? What is it about this stock that has you fighting a losing battle against the tape? Even if you were to turn out to be right in the long term, I suspect margin calls will have you forced out with massive losses before then. So what is it? Are you a disgruntled ex-employee... of JAZZ?... or perhaps of one of the companies they bought out? You seem way too emotionally involved in seeing this company fail. What's your beef?
    But good luck to you... I hate seeing anyone lose money. That's the reason I don't short.

    Sentiment: Buy

  • Love that I get thumbs down for putting our prospects in perspective. Would love if we had a few years, but accelerated cash burn will likely bankrupt this company before the end of the year unless financing can be obtained. Senior management's focus on cash bonuses at this juncture says they have no confidence in the company's prospects. Imagine if they said -- all future bonuses will be in stock options pegged to a $1.40/share value (about where the company was, when VBLOC was approved. That would tell you that they felt the company was undervalued, and they were aligning their interests with shareholders. That they were willing to defer a little cash now... for a lot later -- assuming they can pull this off. Management apparently does not have that confidence.

    Sentiment: Hold

  • Reply to

    ETRM moves on "Good News"

    by rexobxip Apr 1, 2015 11:06 AM
    rexobxip rexobxip Apr 1, 2015 11:27 AM Flag

    Love that I get thumbs down for putting our prospects in perspective. Would love if we had a few years, but accelerated cash burn will likely bankrupt this company before the end of the year unless financing can be obtained. Senior management's focus on cash bonuses at this juncture says they have no confidence in the company's prospects. Imagine if they said -- all future bonuses will be in stock options pegged to a $1.40/share value (about where the company was, when VBLOC was approved. That would tell you that they felt the company was undervalued, and they were aligning their interests with shareholders. That they were willing to defer a little cash now... for a lot later -- assuming they can pull this off. They apparently do not have that confidence.

    Sentiment: Hold

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