% | $
Quotes you view appear here for quick access.

FLIR Systems, Inc. Message Board

rlbeard6734 270 posts  |  Last Activity: 18 hours ago Member since: Jul 17, 2008
  • Reply to

    Does the Price Matter

    by geringerart Oct 17, 2015 10:40 PM
    rlbeard6734 rlbeard6734 Oct 18, 2015 7:29 PM Flag

    I can agree with all points except I have tendered my depo shares to be exchanged and if the price doesn't go up soon on Hznp I will withdraw offer sell the depo and buy more hznp with it as I can get 1.05 shares instead of the .95 and that is too big of a discount for anyone to take. The deal wont happen unless something changes.

  • Reply to

    Why is OPK going higher

    by rpfla Oct 14, 2015 1:32 PM
    rlbeard6734 rlbeard6734 Oct 14, 2015 9:14 PM Flag

    diejour, if stupid could fly you would be a supersonic jet.

  • Reply to


    by jhalin3531 Oct 14, 2015 4:01 PM
    rlbeard6734 rlbeard6734 Oct 14, 2015 9:10 PM Flag

    my guess is 6 cents profitable

  • rlbeard6734 rlbeard6734 Oct 14, 2015 9:08 PM Flag

    that is not currently accurate, the current vote is for two meetings that if enough proxies are submitted tthen you will have an opportunity to fire current board members at the first mtg and invalidate the PP at the second mtg if not held concurrently with the first you get the opportunity to vote for a new slate of directors or board members. The current offer is a tender offer to buy your depo shares for .95 hznp assuming the PP is turned over at the mtgs or the court finds it invalid under CA law. In which case if it is determinded by court order then they will buy all the tendered shares assuming it gets them close to 50% and buy the additional in the open market and then call a new mtg to vote on merger because they will have the votes and wont need any board members I think that is the current process. If I am mistaken I would like a correction.

  • rlbeard6734 rlbeard6734 Oct 14, 2015 8:54 PM Flag

    well even though I could sell my depo shares and get 6
    % more hznp I went ahead and tendered because I have over 30k shares of hznp that when this company combines I will have another 5700 shares and that combined company will make me more than I lose on the 300 shares of depo that I give up

  • rlbeard6734 rlbeard6734 Oct 14, 2015 5:12 PM Flag

    I believe you are correct I just sent in my tender offer for 6k shares not only for the reason above but I believe the two combined companies will accelerate in price quicker than the two stand alone for several reasons which seem to be outlined in the prospectus
    1)synergies 2 lower interest rates on depo loans 3) companies with larger portfolios of drugs sell at a better multiple, 4) lower taxes all of this equates to higher stock price due to better multiple and better taxes.

  • Reply to

    buyout price

    by trlstk Oct 9, 2015 5:16 PM
    rlbeard6734 rlbeard6734 Oct 13, 2015 8:24 PM Flag

    It is confusing to me as I don't see another offer possible so it must be trading on its own merits. I tendered my 6k shares today for the conversion. hopefully they receive a majority

  • Reply to

    buyout price

    by trlstk Oct 9, 2015 5:16 PM
    rlbeard6734 rlbeard6734 Oct 12, 2015 8:35 PM Flag

    I at least replay facts and not opioninated bs.I HAVE ashed you for factual information that you base your opinion on or statements and have received I repeat the reason when you make a statement that has no basis other than your emotional feelings. I could repeat what you stated to yourself.

  • Reply to

    Predicting Tim's Strategy

    by sfvictim Oct 10, 2015 10:18 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 4:10 PM Flag

    sf, why do you feel that if the vote where taken today that the merger would fail? IMO it does not matter on share price as much as fundamentals and what you have going forward an the combined is better than the two separate.and that doesn't change with stock price of the stand alones.

  • Reply to

    buyout price

    by trlstk Oct 9, 2015 5:16 PM
    rlbeard6734 rlbeard6734 Oct 10, 2015 2:57 PM Flag

    what facts do you base your conclusion that it will do better as a stand alone. The fact that they have little taxes next 2 yrs doesn't mean that those losses in a combined company are not worth more so taxes is an issue when looking at share price for the combined company. lower interest costs is an issue that brings money to the bottom line and helps the combined company more than a stand alone depo. synergies bring more money to bottom line for combined company. more than one workhorse in the drug portfolio bring a higher multiple for he combined company. One drug companies don't command a high PE multiple. You cant give me one fact why the combined wont do better. It is all weegee board thoughts or emotions. I own both also. 6k depo and over 30k hznp shares. Give the newbie a good intellectual factual breakdown on investing here.

  • Reply to

    Win Win

    by biomattica Oct 10, 2015 12:31 PM
    rlbeard6734 rlbeard6734 Oct 10, 2015 2:48 PM Flag

    how do you come to those conclusions since you don't own even 1% of the stock? would like to see some factual reasons behind that disclosure as it is in both sides best interest to consummate this deal imo and I have stated reasons multiple times of why this merger will make both sides money and they are factual.

  • Reply to

    DEPO is $35 stock tradind at $19

    by ivodirect Oct 9, 2015 10:56 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:53 AM Flag

    empty words from a pump and dumper. hznp is an $80 stock trading at 19 so what it is 19

  • rlbeard6734 rlbeard6734 Oct 10, 2015 3:51 AM Flag

    thanks for your response, I agree completely with paragraphs 3 and 4 but you have cooled and I have warmed up to this deal ( warmed up because of Zack article which was first one that I have seen out of them that I thought was well done) I don't see the depo deal as one of the typical that HZNP has done from the standpoint they have no orphan drupgs and Hznp will not be able to raise prices after the 44% increase depo did as there is a lot of competition in this field but due to less abusive savings, synergies and not one of buy and raise price through roof. this will be the first purchase IMO where Hznp will show true business ingenuity rather than price gouging. I hope they do not increase the offer in stock they are giving enough away already. Shareholders need to think not on price but what will the combined company be able to do versus two stand alones. Those that feel that depo is better off alone have not IMO given true thought to the improvement in earnings that Hznp can bring to the table in those items. Plus the market rewards companies with many drugs in their portfolio rather than one large horse in higher PE multiples.which I have not seen discussed on this merger yet. an example (rather large one ) is gild where HVC accounts for most of their earnings.even though they have several other drugs that do billions. I will vote my 6k depo shares bought in the 30s for this deal as I see the combined company growing in price appreciation faster than either standalone.

  • Reply to

    this is $35 stock selling under $18

    by ivodirect Oct 7, 2015 10:28 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:30 AM Flag

    you do plenty of takling and posting now why wait 20 days earnings will not change the facts of zapmasters statement. Hard to handle truth for you??
    You seem to avoid all the hard questons that don't fit your pump and dump Accourding to you you have already treaded this twice so what makes anyone think you will be here after earnings.

  • Reply to

    this is $35 stock selling under $18

    by ivodirect Oct 7, 2015 10:28 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:27 AM Flag

    this is complete BS based on nothing but your desire to trade for pennies as stated by yourself in several posts of in and out trading. 10 to 15 days doesn't even get you to the event of earnings which could help the price of this stock. there is no reason to expect a 40% increase in price in 10-15 days and 3 have gone by so you are left with 7 to 12 days. your pumping and less that informative posts are about to be ignored. It is funny that you appeared after another poster disappeared. You have the same unfactual pumper posts as he did.

  • Reply to

    this is $35 stock selling under $18

    by ivodirect Oct 7, 2015 10:28 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:23 AM Flag

    IMO there are a lot of biopharma that is CHEAP currently compared to 2 months ago. and I also have the opinion that you are a pump and dump type investor with very little to no fact in your posts.

  • Reply to

    buyout price

    by trlstk Oct 9, 2015 5:16 PM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:20 AM Flag

    that is a WAG wild butt guess, no one knows for sure but take this into consideration as you have stated
    1) DEPO price was 20 and change before offer
    2)the biopharma industry has taken a severe hit because of Hillary Clintons proclamation and a lot of small biopharma such as depo and hznp have taken large losses of near 40%
    3) depo price before Clintons statement was elevated from 2o to 32 pluss so it has not fully participated in the decline
    4) some will say it would have gone up because of last quarters earnings but it actually went down day of earnings release.
    My opinion is that if the deal fails the stock price will go down but no one knows how much. A lot depends on the market.but it could drop another $5 easily. AS far as your question for geri below I own both stocks and I will gladly take the offer as there are a lot of advantages to depo shareholders some of which are
    1) a lower tax rate in Ireland
    2) cost savings in synergies of a combined company
    3) interest savings due to Hznp better financial situation
    current debt of depo hampers the improvement of their earnings for the next several years see geri;s post on this on another thread.
    4) HZNP Salesforce is more productive than dep)o in $ produced per salesman
    5) multiple proven drugs rather than one provides a better multiple of PE for a company than one that has one drug that accounts for most of income this is even so for a company of the size of GILD
    the 6000 shares of depo I own will be voting for a merger for the above reasons even though I paid in the 30s for the stock as I see better stock value increase in a combined company than two stand alone and I own currently over 30k shares of Hznp.

  • Reply to


    by litheguy Oct 9, 2015 9:14 PM
    rlbeard6734 rlbeard6734 Oct 10, 2015 3:03 AM Flag

    you wanted to discuss facts but almost every point is not a fact but an opinion, do you know the difference?
    1) the actual offer is .95 shares of HZNP and not cash current market price floats around exchange offer
    2)They have the ability to make this deal regardless of price
    3) who cares
    4)do you know anyone that is being paid as I am not
    5) If memory serves me correctly Roth Capital has been found guilty in court of publishing reports to increase their profit and not a reliable company imo
    6) the zack company is another one that I hate to follow but the article was very well done but the price tag was for 2017-2018 and by that time HZNP will be 80 with or without depo
    7)NDA new drug application what are you talking about being breached?

    now for geri
    the current proxies are for two called meetings and not for anything else they only need 10% of the stockholders to send in proxies and that is a slam dunk that will happen
    NOW once those meetings are set up then at the first meeting the poison pill will be voted upon and the removal of the BOD
    at the second meeting unless depo combines them then the replacements for the BOD will be voted upon]
    If the first mtg is successful then the second will also be.
    the fact that depo is being a difficult entity is proven by the fact that they have not made this one meeting for the sake of the company and shareholders rather than two. but this is not a given yet.

  • Reply to

    time frame of 10-15 days DEPO is back over $25

    by ivodirect Oct 9, 2015 11:01 AM
    rlbeard6734 rlbeard6734 Oct 10, 2015 2:48 AM Flag

    pdj, geri is well read and does his DD, you should really take the blinders off and listen to his factual statements. I have disagreed with him on occasion but for the most part he is extremely informative, I have followed him for over a year in reading his assessments. A great source of information on Hznp and depo.

  • Reply to

    Does the world really need zinc?

    by jmedwick Oct 9, 2015 9:33 AM
    rlbeard6734 rlbeard6734 Oct 9, 2015 8:36 PM Flag

    one use of zinc is in zinc oxide to keep pecan trees healthy but it is needed as a trace mineral in many applications need to do your homework.

30.27+0.06(+0.20%)Nov 27 1:00 PMEST