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FLIR Systems, Inc. Message Board

rlbeard6734 677 posts  |  Last Activity: 12 hours ago Member since: Jul 17, 2008
  • rlbeard6734 rlbeard6734 Aug 7, 2015 3:43 PM Flag

    it is not the drug industry, they set thier prices high because they know that they are going to have to negotiate it down 50% just like the medical industry no longer has the ability to charge what they want Oh they can charge but they cant get, the last time I was in the hospital the bill was 27k and they got 6k and wrote the rest off.

  • Reply to

    Threat to kill the deal! Do It!!

    by msftgo1 Aug 7, 2015 1:34 PM
    rlbeard6734 rlbeard6734 Aug 7, 2015 3:16 PM Flag

    that would be childish imo

  • Reply to

    DEPO Deal Seems to be Progressing

    by geringerart Aug 7, 2015 11:35 AM
    rlbeard6734 rlbeard6734 Aug 7, 2015 3:11 PM Flag

    I think the ceo of depo so far has done an excellent job of protecting his #$%$ and getting more money for stockholders, I thin TW will continue with a cash and stock offer that does not give a set amount of stock per share but a dollar amount of stock as this type of offer continues to get depo at a discount.
    As you state the $33 is currently a par offer plus but in 6 months if they agreed today it might be substantially below par, this is part of the aura of TW and his offers that is superior in my estimation. The depo board does not want to sell their arguments of par are now out the window as the offer is above par.
    they are negotiating limitedly now because they see the writing on the wall and want to salvage what they can from a huge loss in court. but regardless they have gotten the price racheted up significantly without a single counter. They are good but they operate from a superior position which makes their job easier esp with someone that is determined.

  • Reply to

    Chart looks good,

    by cl124cl Jul 14, 2015 8:11 PM
    rlbeard6734 rlbeard6734 Aug 7, 2015 12:33 PM Flag

    not me i closed all my arbitrage and used the profits to buy opk stock which is down but it was profit so not a problem..the arb of buying brli options and selling opk options made me 48k in 7 weeks I will take that every time. didnt wait as I learned along time ago that markets change and not wise to wait for last penny of profit on these deals take the majority and walk away. but I did like opk for long term long and this gave it to me very inexpensively.

  • rlbeard6734 by rlbeard6734 Aug 7, 2015 12:06 PM Flag

    on depo that i had sold against the depo stock i bought from aug 32 to sept 33 for a credit of 26 cents on top of the 85 cents i got from the aug calls bought stock at 31.04 looks like this play is going to work well. got out of my nov hznp bull call spread at 30/35 as I dont like the action on hznp wishing i had sold most of my stock when this deal was announced and waited for this pullback as I did on 30% of my jan 2017 $15 calls. stock is down 20% since this hostile takeover.
    the market doesnt like the deal.

  • Reply to

    DEPO Deal Seems to be Progressing

    by geringerart Aug 7, 2015 11:35 AM
    rlbeard6734 rlbeard6734 Aug 7, 2015 11:53 AM Flag

    have you given any thought to the fact that the market doesnt like the deal as it is progressing

  • Reply to

    Windows is the world's most popular operating system

    by loonluze Jul 27, 2015 10:55 AM
    rlbeard6734 rlbeard6734 Aug 4, 2015 1:37 PM Flag

    it might be the most popular but it is a #$%$ in order to sell its system 10 it has sent out updates to all 8 window users that increases their data usage 80 fold. It went from .3 gb per day to one gb per hr. I had to take my computer in to have it removed and fixed to not accept updates.

  • Reply to

    53% Upside for HZNP after deal (Guggenheim)

    by geringerart Aug 4, 2015 10:07 AM
    rlbeard6734 rlbeard6734 Aug 4, 2015 1:30 PM Flag

    sorry I was on my wifes computer, mine is in being repaired, Microsoft automatically did some down loads on it with windows 8 that upped my data usage from . 3 gbs to 1gb per hour. this is the second time i have had to take my computer in for a fix because MSFT has caused a problem, they should be liable for this #$%$.

  • Reply to

    DEPO Currently Worth 37 - 38

    by cunningoceanarrow Aug 3, 2015 1:53 PM
    rlbeard6734 rlbeard6734 Aug 3, 2015 8:54 PM Flag

    it amazes me the greed of peopoe and the fact they cant read the tea leaves
    10 stock was 20 and they get 33 offer
    2) when the offer was 29 the stock rallied above offer so you knew ti would be higher]
    3) at last offer of 33 and after great earnings report stock trades under offer
    the last one tells you the deal is done, t is just a matter of time to work through the courts to get the vote that has already been worked out with the large stockholders of more than 50% of the stock. If you cant see this then you are blinded by your greed. the big boys have cut the BOD of DEPO into little pieces and all they can do now is delay and draw their salaries for a little longer. When the courts order a date to throw all directors out this deal is done and the music will stop playing.

  • Reply to

    Question.....

    by iidattu Aug 3, 2015 9:15 AM
    rlbeard6734 rlbeard6734 Aug 3, 2015 8:40 PM Flag

    several points he raised price twice
    29.25 to 31.25 to 33 What happened with the court filing was well expeccted and I dont understand the stock reaction sinc ehe didnt raise price.

  • Reply to

    Nucynta Powers Depomed Past Horizon Bid

    by iidattu Jul 31, 2015 5:39 PM
    rlbeard6734 rlbeard6734 Aug 2, 2015 8:09 PM Flag

    if that were true why did the stock go down on earnings??

  • Reply to

    DEPO's management and HZNP's offer

    by litheguy Aug 1, 2015 4:18 PM
    rlbeard6734 rlbeard6734 Aug 2, 2015 8:07 PM Flag

    lithe your agruments dont hold water, if management thought what you thought they would allow a vote to get this over but the institutions would vote for this in a second. You need to understant the game.The reason the stock price is under the current offer is called risk premium If the tutes were wanting more the price would be higher than the current offer. The deal will happen and the only way it goes higher is if DEPO bd negotiates a better deal to avoid a court ordered vote. If they wait til the court ordered vote they have no negotiation power. IMO One more thing it doesnt matter what either of us think only what the tutes want as they own the company and as has been pointed out they make more with HZNP owning this one.

  • Reply to

    DEPO still acting

    by captainken07 Jul 31, 2015 10:07 AM
    rlbeard6734 rlbeard6734 Aug 2, 2015 7:46 PM Flag

    that is the beauty of it I make 3$ on the option premium and if it goes above 32 I make another 3$ in 3 weeks only lose if it goes below 30.19 i like risk/reward and actually count on it being over 32 If not I will sell sept calls and hope again the best that oculd happen is it will be at 32 and I roll to sept 33

  • Reply to

    Just to be accurate

    by samiam3939 Jul 31, 2015 2:12 PM
    rlbeard6734 rlbeard6734 Aug 1, 2015 6:41 AM Flag

    IMO it will take 28% without going to court and having a vote.

  • Reply to

    Rhetoric Smetoric

    by geringerart Jul 31, 2015 10:30 AM
    rlbeard6734 rlbeard6734 Jul 31, 2015 9:21 PM Flag

    I do agree he is good but so is depo and as I stated even before the depo letter he hadnt offered them any more stock just more dollars, that was the genius of his offer imo as he got 6 months of stock appreciation before he closed but DEPO saw through that and they want a stock offer and I can see share per share as being realistic.I also see their last refusal as a bartering letter without explicitly saying it out loud. If TW relinquishes and offers them the correct amount of stock then this will not go to court but be a done deal. How the market reacts could be a different thing for a while until the picture becomes more clear but you and I and TW are sure it will be done and I believe the market is also but not at the price I am talking but lower and that is why I have a small holding of depo today selling calls against it to lower my cost basis. But I can tell you that if this goes past aug it will most likely end in court and as a court date is set the real behind the scenes negotiations begin.because DEPO doesnt want to lose in court as then all of their bargaining power is gone.

  • Reply to

    Offer , somewhere above 35

    by ed262626 Jul 31, 2015 5:45 PM
    rlbeard6734 rlbeard6734 Jul 31, 2015 9:05 PM Flag

    100% agree

  • Reply to

    Did any read DEPO's Earnings

    by dividendseeker Jul 31, 2015 2:03 PM
    rlbeard6734 rlbeard6734 Jul 31, 2015 7:53 PM Flag

    several years ago I went to china on a mission trip and I would stay up to trade for several hrs, ddid real well on a position i was in but it was a killer time wise.so i understand

  • Reply to

    Did any read DEPO's Earnings

    by dividendseeker Jul 31, 2015 2:03 PM
    rlbeard6734 rlbeard6734 Jul 31, 2015 4:40 PM Flag

    ps I already have a significant amount of jan 2017 $15 HZNP calls since I got them at $17

  • Reply to

    Did any read DEPO's Earnings

    by dividendseeker Jul 31, 2015 2:03 PM
    rlbeard6734 rlbeard6734 Jul 31, 2015 4:39 PM Flag

    geri, i bought 1k shares of depo today for a short term trade at 31.04 and sold aug %32 calls at .85 I do not see the deal falling through in that time frame as it will take months for this to come to an ending. so what I see is DEPO holding her unless HZNP ups the offer so I will make 3% if flat and 6% if it rizes. in 2 weeks and do it again next month and possibly october but walk after that It will make me some lunch money. today it made me $300 if I had exited at the close. I did some day trading on OSIR and made another $700 so it was a decent day since i only had 50k on the line for the trades. AS far as the $7 loss you dont believe that and neither do I as that would require tw to walk away in the next 3 weeks. It is very unlikely and on 8/21 more than likely i will make $1800 on
    that trade of 30k.

  • Reply to

    Mid August is expected approval date

    by foxgang7878 Jul 29, 2015 2:50 PM
    rlbeard6734 rlbeard6734 Jul 31, 2015 3:30 PM Flag

    ty 4 that update

FLIR
28.63+0.06(+0.21%)Aug 31 4:00 PMEDT