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Navios Maritime Partners L.P. Message Board

stocks.toshort 391 posts  |  Last Activity: 19 hours ago Member since: Mar 15, 2014
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  • I look no further than in the mirror to point the blame!

  • UPRO has been the bulk of my portfolio since the summer of 2009. If holding the original $100k investment 100% intact from $15s to $130s, through ups and downs, achieving ALL-TIME HIGHS Friday is dumb or dumb luck, then please do continue to call me as a dumb idiot moron jethro schmuck.

    During that time span, where did each of you highly intelligent posters invest your risk capital? And how much $$$ have you made from your brilliant investments during the Fed driven bull stock market run?

    Discussing specifics of a company someone believes is that diamond in the rough, whose stock price consistently under performs, does not make that poster a genius. You can quote statistics and "facts" until you are blue in the face, but making stock investing profits is the bottom-line. As long as I'm making $$$, you can label me anything that makes you feel happy about yourselves!

    Respectfully,
    Jethro

  • stocks.toshort stocks.toshort 20 hours ago Flag

    diversify

    don't put all of your gambling money into one small cap stock .... period

  • I've never read a message board where so many of the posts are focused on accusations of 'illegal manipulation by shorts,' and so many threats directed toward posters who aren't even short the stock or party to a so-called scheme to drive the price down. Apparently, you must be disgruntled shareholders who've lost money on your sppi investment.

    If I lose money on an investment (i.,e., watching my NMM decline from $20 to $13s), I never complain on those message boards about "shorts manipulating." I never accuse other posters of trying to drive my stock holding downward. I simply accept that I made a bad investment decision.

    Own up to your mistakes and quit blaming others !!

  • for better or worse !!!!

    until then, it will trade within a tight range

  • The reality is sppi's stock price is where it should be and this frustrates longs who believe their $7 stock is grossly undervalued.

    I accept that my NMM has fallen and is where it is at. I too believe NMM is currently undervalued, but accept my mistake for being greedy and not selling my $14 investment at $20. Yet I will hold patiently and NOT WHINE. If UPRO or TRV (both at historical highs) falls, I will not blame each of you for my greed of not selling, I will accept the loss and can only blame myself.

    None of you are willing to accept self responsibility for a bad investment decision, and must constantly look to blame someone else for your own mistakes. Grow up children, you could have sold SPPI in the $Teens. So if you didn't, don't blame shorts or anyone else - blame yourself and admit you misjudged.

  • stocks.toshort stocks.toshort Nov 21, 2014 5:53 PM Flag

    Etals are more paranoid than I realized, or jesting with absurd comments.

    I don't personally know AF, but I do read his articles. They are often 'spot on.'
    Like Howard C., AF 'tells it like it is.' - even if you don't like his style, got to respect candidness!

    Why would someone of his significance, who gets the opportunity to publicly endorse and/or slam companies, waste their valuable time posting on this moronic message board?

  • stocks.toshort stocks.toshort Nov 21, 2014 5:33 PM Flag

    You are way too paranoid believing shorts waste their time posting on this childish message board.

    Personally, I am sidelined from sppi, haven't traded it in awhile. I simply enjoy annoying you pump dudes. Face the reality, this is a broken stock in a bull market.

    Most of the smart long money has been dedicated toward big caps and that pattern will continue for as long as the Fed opts to support stocks. Given speed bumps in the road, expect the bull market trend (up, down, up) to continue through mid-2015. If you choose to hold a serious long position believing in SPPI and your CEO, that's fine. But to make serious money in this bullish stock market, don't ignore diversifying into big cap stock investments.

  • Reply to

    Great buy in the 12-13's once again.

    by tradingexpert4me Nov 20, 2014 8:34 AM
    stocks.toshort stocks.toshort Nov 21, 2014 4:34 PM Flag

    Definitely a nice dividend stock to own within a diversified basket !!

    Buyers from these levels will experience 'stock price appreciation' to accompany their solid dividends.

    Better than putting your savings under the mattress or in a bank.

  • The stock market keeps hitting new highs.

    What happens to the sppi stock price when the market finally turns bearish?

  • any surprise ?

  • stocks.toshort stocks.toshort Nov 19, 2014 11:18 AM Flag

    $1.90s coming

  • Reply to

    here's one in favor of sppi

    by stocks.toshort Nov 18, 2014 5:47 PM
    stocks.toshort stocks.toshort Nov 19, 2014 7:33 AM Flag

    I have stated previously " AF is da man " I respect his opinions, though most stock message boards pump dudes despise him. I quoted his recent SPPI negative comments on this board. Pump dudes avoided addressing the quoted comments.

    I made serious change shorting CLSN 2012 through 1.31.2013 based on AF Phase III failure call. Indeed, for me personally, AF is da man.

    My last post was an attempt to toss a sarcastic hopeful bone at the SPPI pump dudes, who accuse me of being negative on SPPI since the $Teens.

    Best to you Fib

  • stocks.toshort by stocks.toshort Nov 18, 2014 5:47 PM Flag

    In the wake of DNDN, AF slams Amarin Corporation plc (AMRN) as a potential future bankruptcy candidate. AMRN rises 50% during the following 2 days.

    So with AF negativity toward SPPI, perhaps that bodes well for SPPI. Afterall, SPPI has risen since AF shared his negative sentiments.

  • stocks.toshort stocks.toshort Nov 18, 2014 5:22 PM Flag

    #$%$nother gre#$%$t c#$%$ll #$%$

  • stocks.toshort stocks.toshort Nov 17, 2014 5:22 PM Flag

    So hneiman - what's you take on Adam F's following comments about Spectrum and its CEO ?

    "I have no reason to throw cold water on Spectrum's enthusiasm for CE melphalan. Ligand's "Captisol-enabled" technology has already been validated in other approved medicines and there's no reason believe it won't also be successful with melphalan. If approved and used widely, CE melphalan is probably a $100 million product at peak. From this amount, Spectrum must pay 15-25% royalties on sales back to Ligand. Will another $75 million in revenue help Spectrum reach "significant profitability?" Perhaps, I don't build financial models. CE melphalan looks to be a nice product but it's no blockbuster.

    And therein lies Spectrum's biggest problem. Spectrum sells five cancer drugs, none of which are particularly ground-breaking. None of Spectrum's cancer drugs generate significant revenue on their own. The big buzz in cancer drug circles these days is immunotherapy and genetically targeted drugs -- qualities Spectrum's portfolio lacks. Equally concerning, the company's pipeline has no "wow" factor, consisting mostly of improved versions of older drugs.

    Spectrum is boring. That doesn't mean Spectrum can't grow "boring" into profitability. It can and probably will, but investors don't typically pay a lot for boring drug companies. Spectrum is trading about 2.5 times the consensus estimate of $200 million in 2015 revenue. That's relatively cheap but underscores my point about investors not willing to pay a premium for Spectrum's valuation. Wall Street still has little love for Spectrum's CEO Raj Shrotriya -- another reason for the company's smallish trading multiple"

  • "I have no reason to throw cold water on Spectrum's enthusiasm for CE melphalan. Ligand's "Captisol-enabled" technology has already been validated in other approved medicines and there's no reason believe it won't also be successful with melphalan. If approved and used widely, CE melphalan is probably a $100 million product at peak. From this amount, Spectrum must pay 15-25% royalties on sales back to Ligand. Will another $75 million in revenue help Spectrum reach "significant profitability?" Perhaps, I don't build financial models. CE melphalan looks to be a nice product but it's no blockbuster.

    And therein lies Spectrum's biggest problem. Spectrum sells five cancer drugs, none of which are particularly ground-breaking. None of Spectrum's cancer drugs generate significant revenue on their own. The big buzz in cancer drug circles these days is immunotherapy and genetically targeted drugs -- qualities Spectrum's portfolio lacks. Equally concerning, the company's pipeline has no "wow" factor, consisting mostly of improved versions of older drugs.

    Spectrum is boring. That doesn't mean Spectrum can't grow "boring" into profitability. It can and probably will, but investors don't typically pay a lot for boring drug companies. Spectrum is trading about 2.5 times the consensus estimate of $200 million in 2015 revenue. That's relatively cheap but underscores my point about investors not willing to pay a premium for Spectrum's valuation. Wall Street still has little love for Spectrum's CEO Raj Shrotriya -- another reason for the company's smallish trading multiple"

  • Agree, my focus was on the Income Statement and only a glance at the Cash Flow Statements (CFS). Since my eyes were immediately drawn to the large Borrowings, I failed to further dissect the most current CFS. My bad, I stand corrected. SPPI is in better shape toward reducing Debts. In fact, I will go so far as to acknowledge SPPI has a reasonable opportunity of eventually paying down debt in Joe's lifetime without diluting existing shareholders.

  • stocks.toshort stocks.toshort Nov 16, 2014 8:06 PM Flag

    marbuti -

    With a quarterly declining Book Value of $3.96 that includes the unamortized "asset" and a current stock price of $7.21, the stock market is valuing the products and pipeline at roughly $3.25/share. If you were to rightfully Expense the unamortized R&D, the Book Value is essentially Zilch. So one could argue that the products/pipeline are currently being valued at the full $7/share.

    Short-sighted, perhaps. But those are the current numbers. If SPPI proves any of the pipeline to be more valuable, the price will rise accordingly. But they must first prove the blue sky to be reality.

NMM
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