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BioMimetic Therapeutics Inc. Message Board

sophia.leghorn 50 posts  |  Last Activity: Sep 14, 2014 11:47 AM Member since: Feb 22, 2011
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  • Reply to

    My thoughts on the Wednesday presentation

    by jwblsu Sep 12, 2014 9:01 AM
    sophia.leghorn sophia.leghorn Sep 14, 2014 11:47 AM Flag

    Energy efficiency is inversely related to the price of oil to some extent. IMO, we're okay above $85/bbl. Brisbin says $60/bbl.

    In regards to Wedbush's low ball $10 target, Brisbin blames a lack of management credibility due to the decline of the business and various bunglings post-IPO. IMO, Wedbush is intentionally under-targeting to make future results appear more impressive. It's a neat trick.

  • sophia.leghorn by sophia.leghorn Sep 14, 2014 11:40 AM Flag

    Brisbin stated in the last CC that a bolt on acquisition would be in the energy efficiency division. There is an article on Ft Alphaville titled "The Dark Side of Data Centers" that describes the current state of data center efficiency. The data center efficiency sector is still pretty fragmented. So I think WLDN can pick up a regional data center project management company for around $9 million. One I like a lot is Evolve Data Center Solutions in Houston. Might cost more than $9, but I think this is the kind of bolt on Brisbin is considering. It combines both infrastructure and efficiency.

  • Reply to

    Last day for discounted preferred

    by hweb2 Sep 8, 2014 2:29 PM
    sophia.leghorn sophia.leghorn Sep 12, 2014 9:06 PM Flag

    Right. I sold about half at 72 cents. The other half fetched about 40. I don't know why I waited so long.

  • sophia.leghorn by sophia.leghorn Sep 10, 2014 10:18 AM Flag

    There is a lot to like about ADUS. Steadily growing impressive cash flow (DCF NPV around $26). Excellent business model -- hitting the home care sweet spot where hospitals need it most, which pretty much guarantees growth. Considering the huge stock appreciation, insider sale has been negligible. No debt. I have a small starter position because it may dip into the teens for a short time, but I am somewhat enamored.

    Sentiment: Buy

  • Reply to

    Nice pullback - next installment opportunity

    by jwtechy Sep 4, 2014 4:00 PM
    sophia.leghorn sophia.leghorn Sep 5, 2014 9:40 AM Flag

    I think management's credibility will be resolved in their favor as they announce new projects and maintain 6% margins. The 2012 goodwill write-off was required due to the doubtful transition from subcontract to self-perform. That transition was successful, thus the goodwill in the true sense of the word as opposed to the accounting sense, appears now to have been validated by the new ConEd modification. The idea that they could have repurchased 40% of the company in 2012 is pretty outlandish since they were in technical breach of Wells Fargo revolver at that time. But I agree that the stock now should be range bound for a while $10-12, pending further catalysts per previous CCs.

  • sophia.leghorn by sophia.leghorn Sep 3, 2014 4:39 PM Flag

    Why...tap tap tap KATCHING...thats a 35% return since I bought on May 1st, 2014. BOWNANZAAA!

  • I had bought these trading shares on Aug 1 (see post below). Holding the remaining core position.

  • Reply to

    On 8/8/14 I said...

    by sophia.leghorn Aug 26, 2014 1:16 PM
    sophia.leghorn sophia.leghorn Aug 28, 2014 9:11 PM Flag

    I look at cash flow and earnings out ten years. Assume 86 cents and 12,000,000 growing 15% next 2 years then 5 % for 4 years then 2% the next 4, then 0% in perpetuity. Assume shares grow .75% per year. All of these look like reasonable assumptions considering current earnings and recent management statements. This NPV calculation is $17.95. Take a 20% margin of error off that at you get a minimum valuation of $14.36. However, I figure it will take the market a few quarters for WLDN to actually validate this valuation because management has somewhat of a credibility issue. That's why I say $11. I'll reassess sometime before next earnings.

    Sentiment: Hold

  • Reply to

    BOUGHT pre-market @ $17.75

    by sophia.leghorn May 23, 2014 8:39 AM
    sophia.leghorn sophia.leghorn Aug 27, 2014 9:24 AM Flag

    Isn't it funny how things turn out when you listen to reason rather than half-baked ideas? I plan to sell a quarter of my holdings this morning at ... wait a sec... that's a 25% return since Mar 23rd! I'll hold the rest till I see how next earnings pan out. Good luck.

  • sophia.leghorn by sophia.leghorn Aug 26, 2014 1:16 PM Flag

    WLDN was worth over $11. Now, it's a hold, pending further catalysts mentioned in previous CCs.

    Sentiment: Hold

  • Reply to

    Is the pump shop closed for good?

    by ghetto_trash Aug 26, 2014 10:05 AM
    sophia.leghorn sophia.leghorn Aug 26, 2014 10:37 AM Flag

    YES IT IS! THANK YOU! ADEP is now on my radar.

  • sophia.leghorn sophia.leghorn Aug 21, 2014 1:07 PM Flag

    I see what you mean. It may be a positive or a negative. Now that CYNO has to compete with VRX, the game changes a little. CUTR? definitely not a "BO" but they have tech that CYNO would want and other tech that VRX would want. I'll hold my CYNO for now.

  • sophia.leghorn by sophia.leghorn Aug 19, 2014 12:36 PM Flag

    If Imetelstat succeeds, my investment increases to maybe $20 or $30. If it fails, my investment goes to $0. Ending the partial release pushes the odds in favor of success. Okay, I'll patiently wait to see if Imetelstat can be redeemed from worms and wasting clay.

    Sentiment: Buy

  • sophia.leghorn sophia.leghorn Aug 19, 2014 10:36 AM Flag

    Not particularly. I see a sector that is not much in favor and a company that had a bumpy ride. Investors are probably waiting for another quarter before committing again. Although CUTR stock price has been very resilient considering their poor sales performance. CUTR should be trading below $9. CYNO should be above $24. But as small caps, we know these things take time to iron out.

  • Reply to

    FFKY Book Value and exchange ratio.

    by knowvalue Aug 18, 2014 12:01 PM
    sophia.leghorn sophia.leghorn Aug 18, 2014 3:58 PM Flag

    CBIN's S-1 came out after FFKY's Q2 report and noted that " First Financial reports, which remains subject to Community’s review, a Consolidated Net Book Value totaling $14,874,000 at June 30, 2014. " So far, the deal proceeds without adjustment.

  • Reply to

    Insider buying

    by sophia.leghorn Aug 11, 2014 10:20 AM
    sophia.leghorn sophia.leghorn Aug 14, 2014 12:41 PM Flag

    I post most buys and sells on the respective message board. Sometimes I forget to post and trades don't match exactly. I have a watch list of about 200 stocks which 1) have well-managed risk, such as low debt, decent moat, etc, and 2) have stumbled or been a poor performer with reasonable chance of turnaround, and 3) have poor trading liquidity which keeps out the clowns -- most of the time. Today I bought more YUME and HWBK.

  • sophia.leghorn by sophia.leghorn Aug 14, 2014 12:28 PM Flag

    Book value is $15. NIM increasing to 3.7%. This bank has been a poor performer, but it managed to pay off TARP and, in my opinion, will raise the dividend soon. The troubled asset ratio of 25 belies what appears to be an improving credit condition, or at least stabilizing. If the bank can get a handle on troubled assets, this will trade over $20.

    Sentiment: Strong Buy

  • sophia.leghorn by sophia.leghorn Aug 11, 2014 10:20 AM Flag

    Always nice to see an insider binge at much higher prices.

    Sentiment: Strong Buy

  • See pro forma combined page 16 & 17 of Form S-4. FFKY reports 3.5 million salaries. Kinda high, don't you think? Imagine cutting that by 1 to 2 million. Other Expenses will probably decline as the REOs are quickly processed. Data Processing looks like another dinosaur ready to be chopped by 1-2 million. This really does look like a gold mine.

  • sophia.leghorn by sophia.leghorn Aug 8, 2014 4:11 PM Flag

    Civil engineering business excellent. Margins have expanded. Business has exploded. Backlog huge. WLDN is experiencing the same thing. US infrastructure has been neglected for many years. Municipality finances on the mend. And Democrats want to juice the economy over the next year to make them look better in next presidential election. Growing employment=growing tax base. Tame inflation. The stars are aligning.

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