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MiMedx Group, Inc. Message Board

smelly6900 58 posts  |  Last Activity: 25 minutes ago Member since: Sep 26, 2006
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  • Reply to

    Smelly and Earth Baseball Thread

    by scotlandabrams Aug 28, 2014 8:17 AM
    smelly6900 smelly6900 25 minutes ago Flag

    I'm not giving up, just trying not to be irrationally exuberant. They're in a position because of their schedule to make their own luck with 6 games left with DC. I'm not counting on a division championship, just a wild card. Unfortunately, just getting past a play in game will probably be challenging. I don't recall too many other seasons as frustrating as this one.

  • Reply to

    Smelly and Earth Baseball Thread

    by scotlandabrams Aug 28, 2014 8:17 AM
    smelly6900 smelly6900 23 hours ago Flag

    "Slip through the back door" is the operative phrase. Unfortunately, they're more likely to go on a 6 game losing swoon than a six game win streak. It will be interesting if there are changes made at the top after the season or if Malone is content for them to merely stay competitive through September.
    They've got some very promising young players and one of the better minor league systems. The new stadium will next door to one of the most productive generators of Gringo baseball talent, the East Cobb League. The had 23 kids in just this year's MLB draft. They've produced several hundred kids who have played at some level in the pros.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Aug 15, 2014 9:07 AM Flag

    Last night they actually showed some signs of life - not enough to get a wildcard but some signs of life. Ted Turner had a passion for the team, not so much Time Warner and I think with John Malone it's a corporate asset of Liberty Media to be exploited. As long as they're competitive into September, that's the standard they'll accept. This looks like the year they won't be competitive in September and maybe a head or two will roll in October. John Schuerholz is now in his mid 70s and might retire by his own volition or Liberty's. His teams had two World Championships (Royals and Braves). He can ride into the sunset with his head high.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Aug 8, 2014 9:35 AM Flag

    I'd cancel my subscription if didn't agree with them.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Aug 7, 2014 3:02 PM Flag

    Yep. This has been painful but as I pointed out before, they mercifully played on the west coast so didn't have to watch it. My wife calls me a fair weather fan but I've been following them since they got to Atlanta which includes some of the worst baseball ever played. I'll take Gattis even with lack of defensive skills. Having a tricky back myself, I can't imagine squatting in a catcher's stance night after night. Mediocre or poor defense at catcher isn't a new situation. Too bad there's not 6 or 7 more Molina brothers.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Aug 6, 2014 1:03 PM Flag

    No offense taken here. In fact, that's what I told my wife this morning. She was offended and told me and didn't have faith.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Aug 6, 2014 9:52 AM Flag

    When they go to the west coast, I don't watch them because it's too late and with the way they're playing, I might not watch them on the east coast either. Pitchers aren't pitching and hitters aren't hitting. The last few weeks were supposed to be the easy part of the season. They've only been saved because Washington isn't playing that well either and they're "only" 3 1/2 games out of first. It's painful.

  • Reply to

    Amniofix injectables for athletes

    by old_wisetrader Jul 31, 2014 10:18 AM
    smelly6900 smelly6900 Aug 1, 2014 5:45 PM Flag

    Not asked but I agree with the orthodontist. I'd love to hold this until $30+ but I believe it's gone closer to $15. Like several folks on this board, I'm acquaintances with insiders. They're professionals in terms of scrupulously not disclosing insider information but I believe there's a sentiment of "we're out at $15". The average age of the directors is just shy of 70 (Pete's 74) and none of them feel they need to prove anything.

    I have a bank in my portfolio that announced this AM that they were being merged. It wasn't as much as I wish but in this market, a win is a win is a win - the only green on my screen today!

  • Reply to

    Lake Street's Bruce Jackson

    by volstate57 Jul 30, 2014 9:38 AM
    smelly6900 smelly6900 Jul 31, 2014 7:26 PM Flag

    He's also showing $2M of operating income and $1.4M of net income in the 2014Q4. I assume this is based on not only his modeling but discussions with management. I'm somewhat surprised that with all the hiring of salesmen they can generate operating income so soon. I hope management has managed expectations well. They've done a superb job so far.

  • Reply to

    A message from Pete to Suraj

    by earth457 Jul 29, 2014 11:36 AM
    smelly6900 smelly6900 Jul 29, 2014 11:52 AM Flag

    He's going to have change his analysis after Bill Taylor's analysis of the tiny impact of the 2015 change in reimbursement. If he doesn't he's in effect calling management liars which he probably isn't concerned about either.

  • Reply to

    Shareholder meeting informative, very upbeat

    by docsurick Jul 28, 2014 7:08 PM
    smelly6900 smelly6900 Jul 28, 2014 10:26 PM Flag

    I was there and thought Taylor made an excellent presentation of just how de minimis the 2015 change in reimbursement will be to the company's topline. I didn't follow the contribution of ETF hedging to the huge increase in the short position completely and don't know if management knows its impact entirely but left the meeting unconcerned by that position. I'm here until we realize enterprise value by the sale of the entire company. Management exudes a very understated confidence in the company's shareholders' ultimate realization of its intrinsic value in a year or two for those who are patient. The yapping of the pusillanimous nabobs of negativism is eliminated by the use of "ignore user".

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Jul 24, 2014 7:17 PM Flag

    The difference was around 8500 more votes for Perdue who I was for although it wouldn't have hurt my feelings for Kingston to have won. Perdue's been a very successful businessman which got my vote. Sen. Nunn's daughter will be a tough candidate. I can't see MDXG being affected by whoever wins but I think keeping a Republican in the Senate is better for business.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Jul 22, 2014 9:05 AM Flag

    Uggla signs with Giants. He can afford to play for free which is more than he's been worth lately. New expression: As lucky as an Uggla.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Jul 21, 2014 9:07 AM Flag

    I'm not sure if the parity in the NL this year is the result of the improvement of farm teams, lots of good pitching or what but at this rate there will be a lot of tight races in September. I don't dislike the O' and in fact would love to see them win the AL East and stick it to the Yankees and Sox. I worked on the acquisition after Eli Jacobs went broke but not for Angelos. Our guys ended up in a minority position and went on to buy the Cards. The O's with Bill Dewitt as a majority owner would've been regular contenders.

  • Reply to

    Smelly and Earth baseball thread

    by earth457 Jul 18, 2014 4:10 PM
    smelly6900 smelly6900 Jul 18, 2014 4:30 PM Flag

    Been travelling more than usual. I've never sold any and have added some. I'm trying to treat MDXG like it's privately equity and ignoring a lot of the back and forth on the this board. I know I'm going to own it until it's bought out, so all the short #$%$, speculation, etc. just becomes background noise and avoiding it keeps my blood pressure down. I'll be at the shareholders meeting if I can avoid a trip out of the country at the end of the month.

    Uggla was an uncharacteristically bad acquisition and BJ Upton has got to improve massively to be worth what they're paying him. I guess what this year has proved is good pitching usually beats good hitting otherwise they'd be in the cellar. What do think about LaStella so far?

  • Reply to

    Osiris news

    by cimcbride Jun 19, 2014 9:55 AM
    smelly6900 smelly6900 Jun 20, 2014 10:04 AM Flag

    The technical term is they suck. My question is why did they wait so long to bring up Tommy LaStella? But back to MDXG, where's the candyman?

  • Reply to

    Osiris news

    by cimcbride Jun 19, 2014 9:55 AM
    smelly6900 smelly6900 Jun 19, 2014 2:54 PM Flag

    That's it. I have to throw the flag. I have been severely reprimanded on this board for introducing discussions of the Braves, which coincidentally will shortly be playing their home games near MDXG's corporate headquarters.

  • Reply to

    AmnioFix Injections

    by homebuilder_watcher Jun 6, 2014 1:58 PM
    smelly6900 smelly6900 Jun 6, 2014 2:09 PM Flag

    I know one board member who had AmnioFix injections and can be a poster boy for the product.

  • Reply to

    Lets Not Get Carried Away

    by str8biteforlife Jun 5, 2014 4:12 PM
    smelly6900 smelly6900 Jun 5, 2014 9:40 PM Flag

    I don't recall mgt ever giving a timetable for FDA approval. Did I miss something? My experience with companies dependent on the FDA is that the FDA moves glacially and is impossible to predict. I'm working from several data points but I've never heard of anyone else's experience which differs.

  • smelly6900 smelly6900 Jun 5, 2014 11:47 AM Flag

    The company just sent out reprint. Only Dan Uggla has worse batting average than the SEC. The go after $350K+ and settle for $22K. I imagine it was case of just wearing Arrowood down to the point he settled rather than keep paying legal bills.

MDXG
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