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Alphabet Inc. Message Board

shivering_gums 45 posts  |  Last Activity: Jun 24, 2016 3:54 PM Member since: Mar 28, 2012
  • TWTR
    VRX also for low price.

  • Reply to

    If she breaks 20 today, where is support?

    by piercembutler Jun 24, 2016 12:47 PM
    shivering_gums shivering_gums Jun 24, 2016 1:31 PM Flag

    from reading the message boards, one would think there are no positive bulls left. If volume was heavier, I would say, sentiment alone would have brought us to a bottom.

  • shivering_gums shivering_gums Jun 24, 2016 1:11 PM Flag

    I doubt it, just keep buying and over the weekend you will hear of a buyout by GOOG or AAPL or AMZN, once this gem is gone, Social Media will make room for snapchat to go public.

  • I am buying more...wish you all the very best!

  • should have started from 194 and up, instead started from 198, the higher start may have caused further decay.
    I really think had it started 193 192 and gone down to 180's and come back up to 195, and that would have been the kind of pin action that would have brought a lot of money on the sidelines to TSLA. To the contrary, I think money be rolling out of TSLA now.

  • shivering_gums by shivering_gums Jun 22, 2016 12:17 PM Flag

    There is a trick up the Masters sleeve!

  • Papa "...underpromise and over deliver"
    Ackman "...turnaround may take 2 quarters to show"
    Papa "...we will invest in our people and products"

    I think you all get the points here. All actions going fwd are to lower expectations, to try and make it easier for PAPA to beat rather than just meet expectations. Ackman is asking for 6 months or 2 quarters to show improvement. Papa is getting to work, meeting, greeting and learning on the job. This is a Turn Around Play, Here are the catalysts.

    1. Figuring out what to sell (Egyptian Asset) (Dermatology business) or anything that may be considered, non essential, money losing, or value to reduce debt will be on the block for sale.
    2. I think KEY to the turn around play is Sales + Margins, thus, Walgreens redo is a catalyst going fwd.
    3. Ackmans words of 2 Quarters, or 2017 options of VRX starting Jan to Feb maybe a way to play the stock.

    (My opinion only) sell physical stock at 22 and sell the $25$ puts for Jan 2017, with a premium of $7.35 on the bid, or say your average cost is $30, well you would lose $8 right now per share, but with sale of put, you would be getting $7.35 of it back, and maybe if it stays under $30 by then, you will have a chance to replay the whole thing. Like a second chance.

    Anyone have any other ideas to help with the trades on VRX?

  • Some Good News on the potential earnings front or debt pay down will result in Huge Pop! Dont know when it will be coming but its going to be a Peter North like Climax!

  • was seriously thinking of bailing at 2.05 and few days later, here it is at 1.79, lol! I own so many shares, wish I had never heard of it. Big Smelly Dog is MEMP!

  • Reply to

    Conf call

    by andrewulsaker Jun 13, 2016 1:05 PM
    shivering_gums shivering_gums Jun 13, 2016 5:34 PM Flag

    sorry I meant CFO, mandy bush not CEO sounds confident

  • Reply to

    Conf call

    by andrewulsaker Jun 13, 2016 1:05 PM
    shivering_gums shivering_gums Jun 13, 2016 5:30 PM Flag

    1. Focus on balance sheet
    2. trade on OTC market, be compliant

    initiatives (2)
    1. cut costs, -30 people in workforce, save on annual run rate 2+ mln$ (500k)/quarter
    2. to work with private company (maybe) to get back together

    Early August is next call, no properties being sold till then, focused on
    Either selling for Cash to private company
    or leasing to get higher ebitda for commercial company from private.

    large company signed contract to hook up wells, waiting for rigs to come in, not 100%.

    Frankly speaking, Chip sounds like a hopeless Optimist or BS'r
    Best outcome would be is to get private company to work again with commercial company.
    Only way to survive is this way.

    This is a company waiting to DIE imho

    Here is the only reason to be in the stock! When question was asked by JPM guy David, he was listening to Chip Berthalot CEO of AZUR, who has been advised not to buy stock, as he is in the KNOW of Insider information. Chip then adds, that said, My friends have units and I want to make them money. Now that is CHIP saying BUY BUY BUY!

    The CEO sounds confident, so I have a feeling they are going to merge private with commercial and get better liquidity (now my thinking is only if nat gas and oil prices head higher in the next few months and that is KEY)

  • shivering_gums shivering_gums Jun 12, 2016 7:41 PM Flag

    Please Note European options cannot be traded before due date, must be exercised on day of expiration.
    Unlike US options, can be exercised at any time. Selling Puts as European Options, that too, deep in
    The money suggests 1. Very bullish and or 2. Needs money today very badly. Once the premium monies
    On European options have been received, Mr. Ackman can put that money to work and not have to pay
    Anything if VRX stock is $60 per share or more by expiration date of 2019. It has bullish tones to it!

  • Expectations
    The guidance for full year is for $6-7/ share
    Or at current share price about 4x PE
    Ebitda at 4.8 Bln is nearly 55% of market cap
    CEO clearly stated on mad money show with Cramer "under promise" and "over deliver"
    RBC stated VRX would guide down

    My expectations were met yet stock went down way too hard on low volume
    I consider this to be a contango move, hence I am buying.
    I would not be surprised to see VRX in the green Today!

  • Reply to

    Tomorrow we may go up $2

    by pinnacle01 Jun 5, 2016 9:04 PM
    shivering_gums shivering_gums Jun 5, 2016 10:10 PM Flag

    I agree with u!

  • Reply to

    15,000 reasons it won't close over $29

    by maggieprickett Jun 3, 2016 11:27 AM
    shivering_gums shivering_gums Jun 3, 2016 11:32 AM Flag

    nothing is impossible, a little positive news leak could send it to 35 in an instant (20 minutes or so)
    I have seen a lot of weird stuff on wall street with stocks like VRX.

  • Currently 2.50 bid

  • Above 7.5% and as Asia's 2nd largest consumer of Oil, I see the oil prices rising.
    Fact: China uses and consumes more oil than anyone else in Asia and only Second to the US.
    Fact: India is Asias largest growing Economy, exceeding Chinese growth of 5%
    Fact: US & WORLD OVER except for SAUDI ARABIA, the investments are at minimum levels and compared to last year are 30-45% less in CAPEX
    I see this as a Reversal, Oil going higher and shooting higher than expected, we see atleast $65-70 before any fall back to $55-58.

  • the bar or guidance in such a manner that growing 5-7% per quarter will be easy to achieve. So yes, I expect them to lower the guidance as low as they can without setting alarm bell for covenant. It is perplexing to see that the stock cratered on RBC comments when price is baked in by a mile to spare. This is going higher, if not today, sometime shortly after guidance is announced for 2016. I find it hard to believe that in this late stage a comment on lower guidance would move the stock on a dime to the lower side. Well we needed the volume to push up, I guess this might be it. I was hoping for a slightly more dramatic volume sell of before pushing higher.

  • Reply to

    Sold it all today for a nice profit...

    by bpy03 Jun 2, 2016 2:10 PM
    shivering_gums shivering_gums Jun 2, 2016 3:14 PM Flag

    If secondary happens and is a success, ie stock trades above secondary price for a few days, buy a lot! I like this play better than LGCY

  • Reply to

    Oil price

    by magnum56us May 30, 2016 11:54 PM
    shivering_gums shivering_gums Jun 1, 2016 12:40 PM Flag

    There hedges are supposed to be "iron clad" problem is , they cant even make money with those iron clad hedges. Hence most investors have fled. Lastly, their partner was right to just run away from them, sell off for 3/4 million dollars and merge with another company. All this leads me to believe, we are left holding the bag, in this case BAGS! Very unfortunate for this iron clad hedged company, their expenses were just too high, they are late to the game of cost cuts, in part, no thanks to their iron clad hedges as they thought they could ride out the storm. Finally, the banks are clamping down on all MLP's with low liquidity, one of which MEMP is. Now the banks are increasing the risk of demise by cutting credit lines. MEMP imho is near TOAST if commodities, cost cutting measures, credit structure, buy out opp Does not improve. Just parlay new money elesewhere, like JPEP, ETE, WLL, etc. You will come out ahead on those with just oil rising just another $10, whereas with MEMP its a crapshoot. I own lots of MEMP and could not be more disappointed in them. I have to have a strategy to exit this stock or at the very least not buy any more.

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