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KKR & Co. L.P. Message Board

rlbeard6734 637 posts  |  Last Activity: 17 hours ago Member since: Jul 17, 2008
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  • Reply to

    Buy POZN

    by geringerart Jan 28, 2015 12:32 AM
    rlbeard6734 rlbeard6734 17 hours ago Flag

    It is just $5 million for the next two yrs and they have sold all their revenue or royalties on treximet unti 2018 I would think it would take at least an offer of $10 to buy it so that would be 320 million for $5 million in revenue until 2017 then 7.5 million until 2018 then a considerable amount more. They sold off all rights to pernix therapeutics WW for 500000 shares of pernix and I would think pernix is as likely to want to buy them as Hznp would be. But I agree management which owns a considerable amount should be willing to sell. I would think that they might spin off the shares in pernix to stockholders as a dividend at 1/65

  • I would like to see them spin off 1 share of pernix therapeutics for every 64 shares of Pozn as a dividend as it is just sitting on thier books and messes up earnings reports.
    if you agree send a suggestion to IR

  • Reply to

    Buy POZN

    by geringerart Jan 28, 2015 12:32 AM
    rlbeard6734 rlbeard6734 22 hours ago Flag

    I bought some this morning thanks geringerart, I will probably add more with time and funds availability. I have noticed a couple of termination agreements for sales in foreign countries with J&J and Sanofi. Do you think this could be to clean up the number of partners so that a buyer could get more action? or is this just a negative.

  • Reply to

    FLAG AV.I

    by victorias_secretion Jan 23, 2015 11:49 AM
    rlbeard6734 rlbeard6734 22 hours ago Flag

    I decided to flag both of you since you have posted 20 times to flag avi you are annoying

  • Reply to

    abbvie will benefit if enanta goes down

    by brad_210000 Jan 23, 2015 12:11 PM
    rlbeard6734 rlbeard6734 Jan 28, 2015 8:12 AM Flag

    I would agree that the market often has those disconnects and they are great opportunities when they can be identified, but rather than attack me why not refute what I have said and convince me? I agree that several weeks of data are not the full picture but they are the picture we have now and to try to twist them or make up lies or statements that are already known about those figures is misleading. My credentials are what they are, regardless of your sarcasm. You will find if you follow my posts that I tell it as I feel and I do not lie and take umbrance at being accused of doing so. GLTU on your long, I hope I am wrong as I was in your boat for a while. I just think your eyes should be open to other views. and information should be accurate. Did you see the manipulation AH with someone buying one share $2.50 above the last sale to make it look like it was rallying. what a laugh

  • Reply to

    THANK GOD FOR THE DISTRIBUTION!

    by sheena50a Jan 27, 2015 3:02 PM
    rlbeard6734 rlbeard6734 Jan 28, 2015 7:32 AM Flag

    do you realize that only 2% of the people over 66 can financially survive without social security? that is how poor off we have gotten as a country. Personally since I have no debt my wife and I live off our social security and save every thing else or use it in investments, but then we live in the Midwest where things are a lot less expensive than the coasts.
    AT todays interesnt rates several million in CDs wont get your income above the poverty line.
    The older people in this country really got hurt by quanitative easing thanks to our president and his followers as did the poor.

  • Reply to

    THANK GOD FOR THE DISTRIBUTION!

    by sheena50a Jan 27, 2015 3:02 PM
    rlbeard6734 rlbeard6734 Jan 27, 2015 10:53 PM Flag

    who knows some day you may have enough shares that you depend on it, I can tell you that at this amount with the number of shares I have it is bringing in more than my and my wifes social securtiy does. each month by a considerable amount and I have played with the idea that even if it triples from here where I currently plan on getting out to not do so and live off the distribution so I can see where sheena is coming from. After getting use to spending it I could get accustomed to depending on it. I think you owe her an apology or just take the =embarassing post down. or do both.

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 8:31 PM Flag

    are you a short, if so you need to cover, if not then why are you here but to look for an entry point, I was here from 2011 waiting for that entry point and found it from 8 down to 6 and wish I had added more below 5 and held it rather than day trading it.

  • Reply to

    abbvie will benefit if enanta goes down

    by brad_210000 Jan 23, 2015 12:11 PM
    rlbeard6734 rlbeard6734 Jan 27, 2015 8:03 PM Flag

    mr gnoh as you should know sales translate into stock price. If there are no sales then stock price suffers and vice versa. sorry you are losing. but dont be a loser. My perspective to date has been accurate, dont you wish yours was but I hope at least it will be. I am not short. My analytical skills are fine as I have average returns for the last 10 yrs of 23% My reading and comprehension got me a 1620 on my SATs and got me a doctorate degree. Maybe is your comprehension skills and not being able to extrapolate from sales to stock price that is hurting your analytical skills. I know you cant post accurately as you posted your response to brad and it was obviously (analytically) aimed at me.

  • Reply to

    abbvie will benefit if enanta goes down

    by brad_210000 Jan 23, 2015 12:11 PM
    rlbeard6734 rlbeard6734 Jan 27, 2015 7:56 PM Flag

    again anyone that follows IMS numbers knows that is true for every drug and that they are steadily at 20% underreported This is not unknown news but the usual for every drug and should be figured into those calculations people on here act as if it only happens with Vpak and ABBV that is not true. That PR is a hyping excuse as everyone knows that but they are trying to make it look better than it is. That will only affect retail and not any knowledgable investor. Having said that you are correct it looked good today and even better AH so I would expect that there is some good news coming.

  • rlbeard6734 rlbeard6734 Jan 27, 2015 7:40 PM Flag

    this is not unexpected news therefore it should be considered in the market, the market looks ahead and what it is looking at now are 1) opec statements 2) rig count numbers, 3) whether BBEP can sustain its current distribution 4) oil basing around $50 inverntory buildup was in line and should even continue for a while unless the economy explodes (lol not happening under this President)

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 7:36 PM Flag

    surely you know those answers, but if not here goes IMO they cut the dividend in half because the coverage would have only been .65 and cash flow wouldnt cover it and because oil dropped and they needed to prepare for loan reevaluation. They were scouting around for loan money prior to the drop on oil as it had never been their intention but they got caught by the drop in oil to put it all on the LOC. Oil is no longer going down but has based
    Read the article by the Opec leader on oil prices. When the oil rises so will the distribution again as it did in 2009. They have to earn it to pay it. While your short thesis was good for a while it is now time to turn to the long side as you should have done below $5. I was a bear from 20.50 since 2011 and turned to a bull about 6 weeks ago as I had been waiting for an opportunity as this has given me. The last time I bought into this was 2009 at $7.50 and I got in a little early because I didnt think it would go as low as it did but I am sure I will see 20 plus again in less than 3 yrs. I CAN WAIT IT OUT. Just as i got out at 20.50 in 2011 you need to cover now for sure.

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 7:25 PM Flag

    every turn around has to start somewhere nomad and I never expect to call the bottom or the top, I just want to get close and get the middle 80% or so. My goal when I bought this falling knife was to get a large position and ride it to almost a triple and that is still my plan. If the distribution which I at one time (when I was buying) felt would be suspended but now do not after reading a well written and supported article is not suspended and oil stabilizes around 50 then this will go to $10 in a short period of time (3 months or sooner) then our short ranting will cost you dearly, if not I am ready for it and below $5 you should have covered it now has rallied 40% plus off its lows and that is a turn around.

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 4:06 PM Flag

    they do not have to borrow to cover distribution they have a 1.35 coverage for 2015 and a 1.3 coverage for 2016 and will havee enough cash flow to pay 70 Million per year each of those years so you are giving bad rumors.

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 4:00 PM Flag

    nomadinx, I think part of his logic, mine and the markets is that if they do not have to suspend distribution (which at least one SA author has documented with a table based on various oil prices, the hedges and the cash flow to cover and loan requirements) then this should go to $10. I think that is why you have seen a substantial rally along with todays distribution announcement and the basing of oil is causing and will continue to support. The dopes may well be the shorts that have not taken profits when they should have sub $5 and continue to hold and lose more of the profit they had. Things do change and you need to be aware of that regardless of being long or short I was a bear here until I started buying at $8 and on down. cost average at 7 now and will drop another 8 cents in 10 more days

  • Reply to

    distibutioon announced.

    by jimjones62 Jan 27, 2015 12:23 PM
    rlbeard6734 rlbeard6734 Jan 27, 2015 3:02 PM Flag

    I think we are laughing last. lol

  • Reply to

    See you at $10.00

    by jwo1960 Jan 27, 2015 11:31 AM
    rlbeard6734 rlbeard6734 Jan 27, 2015 3:00 PM Flag

    I said that it could go to 10 this year yesterday based on current distribution, it will have to raise distribution to go any higher. IMO but I am around til 20s

  • Reply to

    Interesting comments from Pickens on oil..

    by minnyfan Jan 23, 2015 3:08 PM
    rlbeard6734 rlbeard6734 Jan 26, 2015 11:28 PM Flag

    I agree they send a form that tells the CPA where to put every entry, it is not a problem except waiting for the stupid K-1 s

  • rlbeard6734 rlbeard6734 Jan 26, 2015 11:24 PM Flag

    in the next 20 yrs you will see the next Depression and PSEC will not survive. MHO. It is not a stock as such it is a bond and has very little way to increase its NAV so it is range bound, you are collecting all earnings so it can not gain value besides its range around NAV.

  • Reply to

    NEWS

    by rlbeard6734 Jan 26, 2015 2:12 PM
    rlbeard6734 rlbeard6734 Jan 26, 2015 8:35 PM Flag

    and several people have made good suggestions on reasons for this but the oils I follow, cop, memp, apa are up also although not as much percentagewise, I have heard the Saudis have said oil was low enough but cant confirm. I still think this is a reasonable possibility considering how most oils rallied today and AH is still up combined with shorts covering, dead cat bounce, oil up slightly, whatever, I know it made me a lot today and for both of my sons I sold some jan 2016 $5 puts at open. That should be a gift.

KKR
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