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Apollo Global Management, LLC Message Board

rrtzrealmd 173 posts  |  Last Activity: Mar 24, 2014 11:10 AM Member since: Aug 24, 2011
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  • ....up over 4 bucks this am and still no one interested?...amazing!...it keeps up like this and STRT might hit a hundred in a couple of weeks!...

  • ...two bucks a share in cash...good growth rate...some insider buying...stronger volume on ups than downs...still some venture fund overhang but overall the stock has been pretty well beaten down...earnings coming up in a few days will provide a clearer picture...

  • rrtzrealmd by rrtzrealmd Jan 24, 2014 10:40 AM Flag

    ...practically any other stock would have gone up ten points but that's life on the "thin stock" street...take what ya'can get!...

  • rrtzrealmd rrtzrealmd Jan 23, 2014 7:54 PM Flag

    ...sometimes it's what they DON'T mention that counts...for example, they DON'T mention that so far they haven't done ANY studies where patients take ONLY the pill...in every study I saw, the patients CONTINUE, while on the study, to use their needles to inject their regular dosage of insulin...what benefit is there if the patients just have to use their needles anyway?...

  • Reply to

    Thanks Rupert!

    by rrtzrealmd Jan 23, 2014 1:32 PM
    rrtzrealmd rrtzrealmd Jan 23, 2014 6:50 PM Flag

    ...sounds reasonable -- but that could be a bit of a mistake...GMT is all leasing while for ARII, leasing is maybe 5-10% of their revenues; the rest is manufacturing...nevertheless, strong leasing demand for GMT's tank cars should carry over into manufacture demand ...indeed, perhaps more important to ARII's future was that one statement in GMT's 10-Q:

    "Based on the potential design enhancements and the flammable hazardous commodities discussed in the ANPRM, we currently estimate that approximately 7,000 DOT 111 tank cars in our fleet may be affected by any new regulations PHMSA promulgates as a result of this process."

    ...yep, I imagine 7,000 cars would certainly boost ARII's revenues quite a bit...

    ...

  • rrtzrealmd by rrtzrealmd Jan 23, 2014 1:32 PM Flag

    ...I presume today's rally in the face of a down market may be at least partially due to "Rupert Hargreaves" Motley article about the benefits of new safety regulations to ARII's busines -- something that I, oddly coincidentally, pointed out last week in a post here...regardless, a new 52 week high on a substantial down day like today hopefully bodes well for the future...

  • Reply to

    The fact is that back...

    by rrtzrealmd Jan 21, 2014 7:00 PM
    rrtzrealmd rrtzrealmd Jan 22, 2014 8:06 PM Flag

    ...first, if you review LBMH's annual reports, you'll see that nearly all of LBMH's growth has come from acquisition of smaller companies -- mostly by issuing new shares...that has slowed and 2013 showed only a 10% increase in revenue growth versus 2012...

    ...second, while an aging population may translate into increased sales, everyone isn't going to become 80 years old overnight...moreover, the relative proportion of individuals needing catheters,ostomy and diabetes supplies isn't likely to change significantly...and one might reasonably expect demand for mastectomy supply demand to DECREASE as studies continue to demonstrate that radical mastectomies don't improve survival...consequently, an aging population ISN'T going to facilitate significant revenue growth on an annual basis...

    ...finally, consider something even more ominous -- 79% of LBMH revenue was due to Medicare per the last 10-k...Medicare, of course, is well known for tight purse strings...indeed, the last 10-K says LBMH refuses to accept Medicare for diabetes supplies because of the low reimbursement rates...they also report seeing increased Medicare pre-payment audits with consequent delays in payments...and it also said that "effective April 1, 2013, Medicare reduced payments for Part B Medicare claims by 2%, but did not change the published allowable Medicare rates, which increased our contractual adjustments recorded during fiscal year 2013 compared with fiscal year 2012."...

    ...do you think Obamacare will improve this situation?...more likely, Medicare will get even tougher...no, I stand by my original opinion that organic revenue growth for LBMH will be nil and that it will need to continue to growth by acquisition...which might turn out quite well, but I'm not willing to pony up 5 bucks a share in anticipation of the results...

  • ...always a positive sign!...indeed, the breakout to new highs the past couple of sessions suggests it may be on its way back the 60-70 dollar range that it traded in some eight plus YEARS ago...

  • Reply to

    No, this is the bottom line...

    by thinking_about_it Jan 21, 2014 1:04 PM
    rrtzrealmd rrtzrealmd Jan 21, 2014 7:36 PM Flag

    ..."They know how to sell shares and make promises. That's about it."????...well, after all, it is a biotech -- what more could you possibly expect?...it's just another stupid biotech trick with a line that brokers can pitch to the naive and ignorant and that traders can "play" with...and it needs the money to fund its obligations to Theracour which -- surprise, surprise! -- is owned by NNVC's CEO!...and the wheels on the biotech bus go round and round...round and round...

  • ....some sort of "nanoSCAMacide" that would kill of companies like NNVC...then again, that would probably wipe out probably 95% of the biotechs currently trading and send who knows how many brokers into the unemployment lines...

    ...seriously, this thing stinks worse than a Bollywood movie, which, judging by management, it practically is:

    "Pursuant to an Exclusive License Agreement we entered into with TheraCour Pharma, Inc., (TheraCour), the Company was granted exclusive licenses in perpetuity for technologies developed by TheraCour for the virus types: HIV, HCV, Herpes, Asian (bird) flu, Influenza and rabies. In consideration for obtaining this exclusive license, we agreed: (1) that TheraCour can charge its costs (direct and indirect) plus no more than 30% of direct costs as a Development Fee and such development fees shall be due and payable in periodic installments as billed, (2) we will pay $25,000 per month for usage of lab supplies and chemicals from existing stock held by TheraCour, (3) we will pay $2,000 or actual costs, whichever is higher for other general and administrative expenses incurred by TheraCour on our behalf, (4) make royalty payments (calculated as a percentage of net sales of the licensed drugs) of 15% to TheraCour Pharma, Inc. and (5) agreed that TheraCour Pharma, Inc. retains the exclusive right to develop and manufacture the licensed drugs. TheraCour Pharma, Inc. agreed that it will manufacture the licensed drugs exclusively for NanoViricides, and unless such license is terminated, will not manufacture such product for its own sake or for others...

    ...TheraCour owns 33,360,000 shares of the Company’s outstanding common stock as of December 31, 2012."...Anil R. Diwan, President, and a director of the Company, is also a Director and President of TheraCour. Dr. Diwan owns approximately 70% of the common stock of TheraCour..."

    ...seriously?????...and the SEC allows nonsense like this?!...I simply must start my own biotech firm!

    Sentiment: Strong Sell

  • rrtzrealmd by rrtzrealmd Jan 21, 2014 7:00 PM Flag

    ...when LBMH was trading around a dollar a share just six MONTHS ago, it was a pretty good value...now with a market cap of almost 250 million dollars for a company with 60-70 million in annual revenues, selling disposable home health supplies, and with growth prospects nil -- except by acquisition -- the thing is absurdly overpriced...at aound $1-2, it might be an interesting speculative growth play with a cash cow for downside protection, but for now it's just a trader's toy...

  • rrtzrealmd rrtzrealmd Jan 17, 2014 3:56 PM Flag

    ...any procedure that kills tissue will cause pain -- per ZLTQ website:

    "...patients may experience temporary pain or discomfort. Side effects can include redness, bruising, swelling, tenderness to the touch, cramping, itching, tingling, and numbness. Numbness can persist up to several weeks after a procedure."

    ...as far as clinics, Liposonix has them all around the world and I'm pretty sure has quite a few more than Coolsculpting and further development would not likely pose a problem for someone the size of VRX...and I'm not aware of any limitations of Liposonix versus Coolsculpting...

  • ...someone dumped a 400,000 shares close to 10 am and market absorbed it with only a 35 cent drop in price followed by slow but fairly steady climb back up on relatively heavy volume and on an overall down NASDAQ day...

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