Equal Energy Ltd. Message Board

I don't think the 800k is the end of that story. Remember, we are still in front of the convertible issue and the dividend. I'd say call the compamy for clarification but they don't appear to be answering the phone or responding to emails.

Ok, no problem. Just note that you have an agenda posting in the ENZN board that the the stock is going to to zero. No need for subterfuge.
I have another question though. Yesterday at 1:11 am you posted, "I do not have anything invested. If nothing changes I am going to buy puts."
But later on you write, "If there is not a miracle announcement from Enzon soon, I will make a sizable investment that the stock price collapses. I have started to build a position."
When could you have built a position between 1:11 am saturday morning and later on that morning.

Perhaps you missed my question. I didn't ask you to reiterate your negative view. I inquired why this is the only Yahoo board that there is a record of you ever posting on.
Further, most boards do not have a badbilly who will parse the filings with someone. Posters have opinions, post them briefly. Can you point me to where you have had stock debates on these boards before?

I don't expect much to be disclosed this month.

Not seeing a conspiracy or proxy fight. Just setting things up for the plan to move forward. I fault the company for not communicating why choices are made. No press, no conference, no IR. I'm holding. Not thrilled, just patient.

All they have announced so far is that the sharks who buy royalty streams want too big of a discount and too large a margin of safety. For the time being the sharks at Enzon will retain those streams. Sounds reasonable.

I think it was the way to go. We are all nonplussed (good word?) with the results of the review here and the market reaction but I think it looks a lot like the model that was done at PDL. There is more value here but no one is promoting it.

I'm thinking the date passes without much upward movement here. It feels bad in the short term but to a group who has gone to work over all the details, I am assuming they gave a lot of thought to how each moving part is handled.

I don't see Klarman and Icahn as two heads on the same body. Klarman has 4 entities invested in this stock. He also was an investor in PDL Biopharma. They sold the clinical side and retained the royalty side. Is the clinical side worth nothing here? Wasn't Pfizer said to be interested at one time? That was a long strategic review to just say let's abandon the company and just divvy up the cash.

No direction has benn indicated or value assigned to the clinical programs or the intellectual property. No indication of the monetization of tax issues. This should be revealed. I doubt they have overlooked it.