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BioMimetic Therapeutics Inc. Message Board

sophia.leghorn 158 posts  |  Last Activity: 12 hours ago Member since: Feb 22, 2011
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  • Reply to

    Are there any actual damages?

    by cuda1971_1971 12 hours ago
    sophia.leghorn sophia.leghorn 12 hours ago Flag

    damages?????? do you need to ask? $100 million inventory, $250 million below spec mislabeled floor replacement. $75 million future discounts to get people to buy floors again from LL. $50 million shareholder lawsuits. Is that enough damage for you?

    Sentiment: Strong Sell

  • Reply to

    Looks to me like

    by cuda1971_1971 12 hours ago
    sophia.leghorn sophia.leghorn 12 hours ago Flag

    riiiiight. Like all management had to do was ask the manufacturers whether or not it was CARB2 and they would have been told just like the manufacturers told 60 mins. LL didn't bother to ask? I doubt it. Looks to me like LL knew what they were buying because all of a sudden margin goes up because of cheap Chinese manufacturing and management just says, "Well, uh-huh. thank our lucky stars!"

    Sentiment: Strong Sell

  • Reply to

    growth is gone ....$5 stock at best here

    by jgf8u 13 hours ago
    sophia.leghorn sophia.leghorn 12 hours ago Flag

    I doubt that. By the end of this week, 1/3 of inventory will vanish from the books.

    Sentiment: Strong Sell

  • sophia.leghorn sophia.leghorn 12 hours ago Flag

    Actually, the Chinese were the honest ones.

    Sentiment: Strong Sell

  • sophia.leghorn by sophia.leghorn 12 hours ago Flag

    LL is a textbook DMND or a BBSI -- a story stock that went from teens to $100 in a short time and hit a brick wall. LL's issue here looks worse -- $100 million inventory write-down. Let's say they're forced to replace 25,000 floors at an average $10,000 per floor, why...that's $250 million. Equity goes to zero. With sales slowing, actually negative at same store sales, and in the middle of opening a new line of stores, I think $10 is pretty generous. Damn lucky the balance sheet is pretty, otherwise I'd say BK. I think they're going to need to issue a little equity. Let's see how much management takes. Ain't it exciting?

    Sentiment: Strong Sell

  • Reply to

    Tax Considerations

    by bottomsupinvestor Feb 27, 2015 7:55 AM
    sophia.leghorn sophia.leghorn Feb 27, 2015 10:40 AM Flag

    I replied to this already. yahoo deleted it. Just ordinary nonqualified dividends. No K-1.

  • Reply to

    BOUGHT a few more over the last few weeks.

    by sophia.leghorn Feb 20, 2015 5:29 PM
    sophia.leghorn sophia.leghorn Feb 26, 2015 11:15 AM Flag

    Obviously, most of these assets will be marked to market causing NAV to drop to a roughly estimated $6.50. The stock trades 25% of that now. Management's road map and guidance may provide reason for optimism.

  • Reply to

    BOUGHT @ $3.07

    by sophia.leghorn Feb 25, 2015 1:59 PM
    sophia.leghorn sophia.leghorn Feb 25, 2015 2:54 PM Flag

    I don't value the $1.5 cash. It's pretty, but not worth much until it earns a return. Buying back shares doesn't add value because the business is barely profitable. I agree with you that we'll see a lower price, like $2.5-2.7, and then I'll reassess adding to my 1,000 shares. Regarding the preannouncement, management always likes to paint a silver lining during the call, like impressive backlog increase or large order moved to next quarter, or large customer base increased 25%, etc.

  • sophia.leghorn by sophia.leghorn Feb 25, 2015 1:59 PM Flag

    Really, I think Biglari has lost his marbles. And Air-T must have a death wish. ISIG isn't worth more than a buck fifty. The Like Machine? give me a break. That has got to be the dumbest ideas to hit retail since the gogurt tube. But I bought anyway because I want to be see the fireworks first hand. My money's on Biglari.

    Sentiment: Strong Sell

  • Reply to

    BOUGHT @ $14.9

    by sophia.leghorn Jul 29, 2014 8:46 AM
    sophia.leghorn sophia.leghorn Feb 25, 2015 10:56 AM Flag

    I am holding this stock. The price hasn't reflected increased earning power. I think I'll let it go at $22

    Sentiment: Hold

  • Reply to

    Corporate general & administrative Expense?

    by wren2go Feb 23, 2015 6:59 PM
    sophia.leghorn sophia.leghorn Feb 23, 2015 8:09 PM Flag

    According to management, expenses are high due to transaction costs and having to pay outside management fees (i.e. Jon Wheeler's private organization). Having terminated the outside contract, management claims the savings will be around $2-3 million. The number of transactions will also drop at some point, lowering those costs -- looks like they're doing fewer deals in 2015. The problem is they issued a bunch of preferred stock and debt which will lower income to shareholders. It's a long shot. If the economy can keep on an even keel for about two years, the stock might go back to $5.

  • Prices all below $4.70. I think that one year from today, OHAI won't look anything it like does today. The small non-performing loans will be written off. Talos will call its loan to restructure at a lower rate to prepare for an IPO. Castex and ATP/Bennu might be monetized. Shoreline, with its low cost shallow wells, will be bought out and the debt called. The proceeds will be reinvested in a diversified portfolio causing the stock to trade more closely to NAV. Granted the dividend may be cut, but I think the yield will be attractive. OHAI has management capable of doing this.

    Sentiment: Strong Buy

  • Reply to

    BOUGHT a few more @ $10.45

    by sophia.leghorn Feb 13, 2015 12:59 PM
    sophia.leghorn sophia.leghorn Feb 20, 2015 12:46 PM Flag

    Darkest before dawn, you know? Suttle's product line is pretty impressive. And I think the JDL turn around is just a matter of time. After that, we think about a break up value.

    Sentiment: Buy

  • sophia.leghorn sophia.leghorn Feb 18, 2015 12:53 PM Flag

    So here is a CEO who was margined to the hilt but still let things get so bad at the company that he had to puke it up. The board should have no confidence in him and should fire him with cause.

    Sentiment: Strong Buy

  • sophia.leghorn by sophia.leghorn Feb 17, 2015 8:53 PM Flag

    May be a scam, but it's a pretty scam that no one is talking about. The AGS-004 for HIV P3 was a disappointment but HIV is a tough one to crack, so they get some slack on that one. AGS-003 for mRCC is another matter. The P3 is all or nothing for this company, especially since they have existing long term obligations ($10,000,000) and will soon have steep obligations to Invetech and others for capex. It's not often a biotech gets to P3 with only 20,000,000 shares outstanding.

    Sentiment: Buy

  • Reply to

    BOUGHT @ $8.23

    by sophia.leghorn Feb 12, 2015 9:51 AM
    sophia.leghorn sophia.leghorn Feb 13, 2015 4:19 PM Flag

    Tripled my position today. I'm inclined to think the asset write-down is complete. March earnings may pleasantly surprise. And it's a long way to book value....$21. The indirect tail wind of lower fuel prices. A credible interested party.

    Sentiment: Strong Buy

  • sophia.leghorn by sophia.leghorn Feb 13, 2015 12:59 PM Flag

    You know, it's hard to believe shareholders are paid over 6% yield to wait for value to be unlocked. Suttle has pretty good growth. I think JDL will eventually come round. These shares are overlooked. They should have risen in sympathy with CSCO. JCS is a very conservative company. Some people don't like low volume, but I've found over the years that low volume in quality stocks is correlated with excellent returns.

    Sentiment: Strong Buy

  • Reply to

    BOUGHT @ $14.9

    by sophia.leghorn Jul 29, 2014 8:46 AM
    sophia.leghorn sophia.leghorn Feb 13, 2015 10:18 AM Flag

    So, I've told you the position is very small, just a few shares. I'm not the kind to rock boats.

  • Reply to

    BOUGHT @ $14.9

    by sophia.leghorn Jul 29, 2014 8:46 AM
    sophia.leghorn sophia.leghorn Feb 12, 2015 9:46 PM Flag

    Looks like I picked a good time to quit sniffing glue. I figured the consumer would have some cash to burn this year. This could run to $20. If Shake Shack can IPO at $48, then I think it perfectly reasonable for RCKY to hit $20.

  • Reply to

    BOUGHT @ $6.25

    by sophia.leghorn Feb 12, 2015 10:20 AM
    sophia.leghorn sophia.leghorn Feb 12, 2015 3:34 PM Flag

    As a shareholder I couldn't care less whether the selling is by plan or not. At this price don't you think he would have a buy plan instead of a sell?

    Sentiment: Buy

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