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C&J Energy Services, Inc. Message Board

s52teve 21 posts  |  Last Activity: Aug 17, 2014 10:26 AM Member since: Jan 31, 2004
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  • Reply to

    Message to the whiners

    by johngunn51 Aug 16, 2014 3:41 PM
    s52teve s52teve Aug 17, 2014 10:26 AM Flag

    Many brought the stock on management's projections of production of 5k BOED that has nothing to do with how smart one is, but has everything to do with management misguiding investors. TAG is in the penalty box until they are proven otherwise. The stock performance is a direct reflection of their actions or a lack thereof. I have been in this stock for the EC potential not the shallow well stuff. If nothing positive comes out of the current well program then all bets are off. So your comment on one's smartness is meaningless. With that said I do agree with you that now is a good time to average in and have been doing so.

  • Reply to

    Dead wood

    by kflowers1012 Jul 3, 2014 10:32 AM
    s52teve s52teve Aug 16, 2014 8:29 AM Flag

    Chop. The board thought the TOP was doing a good job, just awarded our banker CEO 200,000 options @ 2.75 This guy has less skin in the game then even the average retail investor. This is really discouraging to see from a company that has disappointed investors for over two years. We need an oil man steering this ship not a banker who has less then 10 grand of his own money in the company.

    Sentiment: Hold

  • s52teve s52teve Aug 13, 2014 8:49 AM Flag

    What; Exactly what I was referring to." Key sentence in that paragraph" Also, for any "ADDITIONAL" collaborative HCV protease inhibitor product candidate developed under the agreement Enanta holds an option to modify the U S portion of it rights to receive milestone payments. That product is ABT_493 Hope that clears that up. Still going to 80 in the next 12 months.

    Sentiment: Strong Buy

  • s52teve s52teve Aug 12, 2014 10:30 AM Flag

    What: Enanta's window for the 40% option has passed for ABT450/r but ABT493 is still open,

  • s52teve s52teve Aug 11, 2014 3:54 PM Flag

    The article leaves out a lot of potential events that could occur two of most obvious 1} current collaboration with Novartis for EDP_239 with total milestone payments of around 400 million 2} The 40% option of US sales for ABT-493 if it makes it to the finish line. I'm still sticking to my belief that ABBV will do 4B in sale for 2015.. The HCV market is just getting out of the gate, We have a 10 year window with 100's of billions in revenue from the HCV potential market world wide.

    Sentiment: Strong Buy

  • s52teve by s52teve Aug 11, 2014 11:45 AM Flag

    If you folks with your 100 share lots would stop selling with the short interest on this stock we would be will above 40 this morning, but for some a buck or two trade on a security that could be 80 in 12 months is to good to pass up.

  • Reply to

    ENTA falls back into trading channel

    by fudge69packer Jun 13, 2014 10:12 AM
    s52teve s52teve Aug 8, 2014 4:36 PM Flag

    If nothing changes, other then Mr. Market who wouldn't be? I see know reason ABBV can't do 4 B in sales with ABT450r. ENTA 's share should be conservatively 200M . After R&D , General expenses and 35% for taxes should still leave approx. 120M for earning from" product sales" or about 6 bucks per share. The real kicker is if ABT493 makes it's through trials and is approved and ENTA takes the 40% option. Then the numbers are off the chart, granted that's a few years done the road, but know one can deny that by the end of the year we will have a balance sheet that will be second to none for a company with a market cap a today's price.

    Sentiment: Strong Buy

  • Enanta is under heavy accumulation on this pullback, looking at the option chain very few are hedged, with the wide spreads between the bid and the asked on the strikes available anything material or rumored is going to make those who are short 2 millions shares have no choice but to cover. Anyone have any thoughts what the shorts are thinking? I have my own reasons for being long just trying to get the bear case.

    Sentiment: Strong Buy

  • s52teve s52teve Jul 28, 2014 11:31 AM Flag

    Arb. The estimates for 2-4 billion are taken from ENTA's 2013 annual report around page 14 I believe. This number was from ABBV last fall before GILD priced Sovaldi . While Abbvie may not go head to head with pricing since GILD has a head start it certainly appears that the revenue for HCV market will be much larger the originally thought. We had 107.5 M of NOL to offset taxes., we have to see how they utilize them in 2015. We'll have a fortress of a balance sheet for sure. I don't see a problem using the high end the range of 4 B for sales as long as the ACA stays in place, 6 dollars a share in product earnings" after taxes" is what I'm looking for in 2015.

    Sentiment: Strong Buy

  • Reply to

    ROYL could go to 15.00 ++

    by kfkfkfdjd9km3id Jul 7, 2014 3:48 PM
    s52teve s52teve Jul 7, 2014 3:56 PM Flag

    It's a long summer and we are not even drilling till January so I would not be getting to long @ this point. But 15 after positive results from the drilling program is doable. A whole lot of trading between now and then.

  • Reply to

    Keep in mind, gents

    by chasbo1239t Jun 30, 2014 2:47 PM
    s52teve s52teve Jul 2, 2014 1:14 PM Flag

    Chasbo, your are correct about Rampart's option on the central block a little research will verify on their website, likely our next PR announcement.

  • s52teve by s52teve Jul 1, 2014 12:33 PM Flag

    Trading above the 50 dma for the first time since the Cardiff news in May on the daily chart, 200 day average all the way up @ 3.15. This is usually when a stock get's a play when it's between the 2 averages . Maybe after 2 years in a down trend the worm has turned. Potential for positive news is certainly there in the not to distant future, If we get good news from the EC program it will go a long way in restoring TAG's original story.

  • Reply to


    by choppertoyou Jun 30, 2014 10:31 AM
    s52teve s52teve Jun 30, 2014 1:06 PM Flag

    Hello Chop, I thought for sure they would be out this morning with 4th qrt. and year end results. But hey this is Tag an team. Waiting for the last day just does not make sense, only adds to questionable management. As I stated before long overdue to get rid of the investment banker CEO and get experiences oil man at the head of the table. One thing that really cemented my opinion on that was the last cc were he differed every question to Drew like he was afraid to say something stupid. Cardiff is still an open wound with many, so much money spent and nothing to show for it, if it takes 6 months to get a permit to frack another zone in an existing well one has to wonder how you can ever get a long term growth curve in that kind of environment.

  • Reply to

    RCAP raises almost 500 mil in capital

    by don_t_panick Jun 5, 2014 3:59 PM
    s52teve s52teve Jun 5, 2014 4:11 PM Flag

    Bought @ 19.91 don't see oversold conditions like this very often technically speaking could bounce hard to 25 very quickly

  • Reply to

    Webcast highlights for DCVax-L

    by robbie_42003 Jun 4, 2014 2:20 PM
    s52teve s52teve Jun 5, 2014 9:12 AM Flag

    Just like clock work AF raising the red flag on any expansion of the trials I knew he would clip that comment

  • Reply to

    Webcast highlights for DCVax-L

    by robbie_42003 Jun 4, 2014 2:20 PM
    s52teve s52teve Jun 4, 2014 2:37 PM Flag

    you can't sugarcoat #1 you only increase the trial size and incur added expense for a reason. AF will be all over that

  • Reply to

    Sentiment Change?

    by play_tow Jun 3, 2014 2:20 PM
    s52teve s52teve Jun 3, 2014 3:45 PM Flag

    looks like most of the vol @ the 28 strike. is at the bid, covered call writes with the shorts as the buyers below 28 after x-divy

  • Reply to

    Why should nwbo give af any further data

    by tumbajaja Jun 2, 2014 1:49 PM
    s52teve s52teve Jun 2, 2014 2:02 PM Flag

    I'm no fan of AF but let the facts speak for themselves, NWBO built this ASCO presentation up not AF, failure to delivery is a reflection on LP and company not AF. if it was only to gain exposure LP should have stated that when the event was posted.AF certainly capped every attempt for the SP to increase but disappointed to provide concrete info is the company's responsibility.

  • Reply to

    ASCO effect.

    by powhtrash Jun 2, 2014 9:07 AM
    s52teve s52teve Jun 2, 2014 12:10 PM Flag

    There will be a lot of disappointed investors who where looking for some material news after all the hype about ASCO , If LP doesn't delivery I'm afraid we going to see a lot of sellers in the short term.

  • Reply to


    by demottbv May 30, 2014 11:08 AM
    s52teve s52teve May 30, 2014 2:20 PM Flag

    The event that we have all been waiting for has finally arrived, we will know soon enough if shareholder money was wisely spent. I think LP has been sandbagging, still believe a major piece of news comes out at ASCO or on Monday morning.There are so many unanswered questions that clarity on any of them would be a plus.

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