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Obagi Medical Products, Inc. (OMPI) Message Board

richardred1 14 posts  |  Last Activity: May 17, 2016 1:20 PM Member since: Mar 2, 2013
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  • Reply to

    Note

    by prince_ashargin May 14, 2016 8:38 PM
    richardred1 richardred1 May 17, 2016 1:20 PM Flag

    I am not connected with Cyanotech directly or remotely. I have never been paid by the company. I have never met anyone in the company. I have been to five Hawaii islands and would like to go back. I unlike Mr. Larry Ellison or Bill Gates have the money to buy an Island. I'm am a soon to be 56 year old, private investor on the east coast. :+ )

    Sentiment: Hold

  • Reply to

    Meridian's 13 D

    by prince_ashargin May 9, 2016 1:49 PM
    richardred1 richardred1 May 12, 2016 12:05 PM Flag

    You just never know, but how long does the co- founder really want to be a CEO? However I do know from over my 35 investing years most anything goes for the right price. I could be wrong, but I personally believe the snip below does apply to CYAN. They bought NBTY for Billions.

    Carlyle is looking to buy businesses that are family owned, have room to expand overseas, or are non-core operations of a bigger company, according to Adachi. The fund is seeking to acquire pharmaceutical, medical-equipment and health-and-nutrition companies likely to benefit as the population ages. Carlyle is also interested in businesses with respected Japanese products that can be sold to Asian consumers, those with “seasoned technology,” and industrial firms, he said.

    Carlyle, the world’s second-largest private equity manager, is known in the U.S. for buying household names for tens of billions of dollars. In Tokyo, it often goes for family-owned companies with enterprise values of less than $300 million. Tamotsu Adachi, managing director and co-representative for Japan, says he’s sticking with this approach after finishing raising 119.5 billion yen ($996 million) for the latest fund last month. He says health-care and consumer companies are two of the top targets.

    In a market often averse to foreign funds, Carlyle’s list of Japan acquisitions shows how private equity firms can close deals by targeting smaller companies and staffing offices with local investment professionals. It’s also partly by necessity: so-called mega-buyouts have slowed globally since the financial crisis, and there were never many in Japan anyway. Smaller buyouts are also often more lucrative.

  • Reply to

    Meridian's 13 D

    by prince_ashargin May 9, 2016 1:49 PM
    richardred1 richardred1 May 10, 2016 1:55 PM Flag

    Well Meridian wants to know what shareholders think. IMO- I think the company should hire good investment bankers and explore strategic alternatives. Meaning for uninformed newbies - lets see if someone bigger and stronger is interested in buying the company uhh hummm DSM's Bio reactors. IMO This company is a Small niche for them to grow on. Good marketing already in place. Exactly why I held onto my Martek Biosicences Stock. Does this company has the time for a switch to a new growing algae strategy. I don't think so, ta ta

  • Snip-TerraVia and VMG Partners are coming together in a new venture they’re calling TerraBrands.

    The two entities are working to bring algae to the mainstream market in food, pet, and wellness products. They plan to invest in and acquire already established, lower middle-market companies that they can build on using TerraVia’s suite of algae-based ingredients and VMG’s capital and experience with consumer brands. TerraVia has also brought founder and former CEO of Popchips, Keith Belling, on board to leverage his brand-building expertise.

    Sentiment: Hold

  • Reply to

    Where Is the SZYM Algae Oil Pill?

    by abigchocoholic Mar 22, 2016 1:12 PM
    richardred1 richardred1 Mar 23, 2016 12:05 PM Flag

    Have you ever heard of CYAN - CYANOTECH ? I own some of this company, but more of CYAN. This company is running more on hope, but a 27 mill. a year in UL revenue will help. Martek was bought out by DSM for Omega 3's. My memory is not what it used to be, so maybe I better start taking this stuff. :+ ) Right now this stock is at the mercy of traders. At least the shorts got a scare on the UL contract.

  • Reply to

    Q4 Sales Down 8% SG&A Up 24%

    by flwsinvestor Mar 10, 2016 8:33 AM
    richardred1 richardred1 Mar 23, 2016 10:29 AM Flag

    A Gov't order gave a bad comparison from a year ago. I don't see any reason not to believe management . The last qtr. was rather disappointing, but they are ramping expansion of three US facilities.
    Upon completion , this should help lower production costs to better match SGA expense IMO. IMO in due time this company is a niche fit for Oshkosh's Jerr-Dan division. Consolidation is one way to get margins up.

    Sentiment: Buy

  • Reply to

    Q4 Sales Down 8% SG&A Up 24%

    by flwsinvestor Mar 10, 2016 8:33 AM
    richardred1 richardred1 Mar 22, 2016 1:15 PM Flag

    I'm buying in here. No debt , chance to build backlog with better margins, takeover appeal, Yield for the wait. When It's Time to Relax one Company stands company stands clear. Miller MLR.

    Sentiment: Buy

  • Reply to

    HOT

    by blackoutbuzz Mar 18, 2016 12:25 PM
    richardred1 richardred1 Mar 22, 2016 1:04 PM Flag

    If there's any objection it's mainly about TEX's talking price. I just think TEX is trying to flush out a White Knight such as Liebherr. Sure fits crane & The US port business problem. Aren't the Swiss neutral - grin. Ok, then we have to deal with the EU and the FTC. Just a thought anyway. If the deal fails I still see MNTX being a smaller and likely target. TEX I believe still owns around 6% via ASVI deal. CAT /Doosan-Cranes hey you never know! holding here with caution

    Sentiment: Hold

  • Reply to

    Meridian Increases CYAN Ownership by 37%

    by prince_ashargin Feb 17, 2016 8:18 PM
    richardred1 richardred1 Mar 18, 2016 12:11 PM Flag

    I see.Meridian OHC Partners stake steadily going up from here to what the market will bare . If not beforehand at the current depressed price. I suspect we could see a management led buyout once the company gets the on time delivery and supply issues straightened out. Of coarse I think Meridian OHC Partners would fund it, and hold on to their stake. Only one day bringing it public again. A very good risk imo for them & management to cash out at many times their investment. I'm just hanging on for the hypothetical premium, or a turnaround in earnings.

    Sentiment: Hold

  • richardred1 richardred1 Mar 11, 2016 10:17 AM Flag

    Well today's earnings miss which was not any surprise IMO, has taken MNTX down. However it's not all bad for down the road IMO. Short term debt is down and the Dec to Jan backlog was up 10 percent and inventory sold at fire sale prices to bring in needed cash.

    Sentiment: Hold

  • I did get a piece of paper in the mail about a NYC hotel meeting date. Hopefully they pull a Newport corp.and announce their acquisition on the earning release (LOL). RE: Announced DTS8 deal. Most in the know here, and those penny stock traders,. Now know DTS8 Coffee Company didn't have the resources to seriously buy this company. They agreed to buy some unnamed private roster for about 4 mil. subject to financing. If this is true about being accretive to earnings. Why didn't JVA a DTS8 partner, know about it, or buy the company itself? Sounds fishy to me. I'm wondering the estimated sales if JVA is getting the private label for Walmart. I'm guessing any branded Label stuff will be subject to stocking fees. So they better preform or there out.

    Sentiment: Buy

  • richardred1 richardred1 Mar 3, 2016 12:12 PM Flag

    $Joy reports bigger than expected loss and up double digits. Maybe MNTX does the same if they report a bad quarter? IMO Outlooks brightens due to construction spending and highway bill passage. You need cranes to build bridges and many are under disrepair.
    RE-WASHINGTON – Nearly 10% of the country’s bridges – 58,495 out of 609,539 – were considered structurally deficient last year and needed repairs.

    Sentiment: Hold

  • richardred1 richardred1 Mar 2, 2016 12:06 AM Flag

    Construction spending did turn out to be a bright spot today.

    Sentiment: Hold

  • richardred1 richardred1 Feb 29, 2016 10:54 AM Flag

    Pep Harris was just award a monster contract. re-US Army Awards Harris Corporation HMS Manpack Radio Multi-Award IDIQ Contract with $12.7 Billion Ceiling.
    There IMO should be a need for many classified electronics to be subbed out. I think this could be an opportunity for IEC to get some sub business. Maybe a surprise for the annual meeting? If they eventually are awarded significant Harris sub business. I would say this company gets back on the growth track and would be a buy.