look @ map from ak, Prudhoe bay to japan is clear sailing via bering sea.
japan wants to invest in possibly connecting bering sea pipeline , liquification plants, whatever.......
japan is interested. state of Alaska is interested. is BP, CONNOCOPHILLIPS, EXXONMOBIL interested ? STATE ALASKA would create incentives for oil corps.
reason; nat gas very expensive in asia so cheaper AK nat gas makes sense.
also recent nuclear reactor accident in japan is major inducement to go moreso to alternatives including nat gas.
the difference between selling @ 2.76 vs. @ 2.69 is a deal breaker ? I don't get it. especially for a highly disenchanted s/h. why u need to break even ?
that's the news I was waiting for. royl press release is found on this very mb page on bottom right side of page........just click on "headlines" and read the globewire publication of the royl press release.
press release discusses new texas wells currently being worked on by royl, now........and advises that new work on drilling wells commences in jan 2014 back at sacramento basin area. read it 4 urselves for best accuracy. next, im looking for announcement of hiring of seismic contractor in Alaska- before Christmas is the latest timetable on this topic. also, looking for updates on ramparts loan/ line of credit (don't recall precisely) from to rampart and enabled by the new Alaskan tax rrebate law recently enacted.
lastly , I am of understanding that the Alaskan seismic survey work should be completed by contractor(s) by approx. april-may of 2014 ? then becomes issue of how long it takes to interpret & assess the seismic 3D survey data. all good stuff, imo.
gsc- im no arna basher u dope. im simply asking a legitimate question. your reply ignore various possible scenarios wherein eisai timetable for belviq success might not be aligned with arna corp nor arna retail s/h timetable for belviq script growth going exponential/parabolic.
your response to me is too simplistic and I find it intellectually discouraging no fellow longs are willing to discuss issue. HEY GSCGARY......... do you at least acknowledge that belviq currently has a monopoly/ period of exclusivity w/r to advertising (internet & tv) "our" /belviq fda approved drug. (because vvus cant afford to advertise and orex is not fda approved...yet). and further, poster gscgary.........don't you agree eisai seems not to be taking "full" opportunity of this exclusive time period.............. don't u think ,,,, the exclusivity will eventually end ? if so,,,,,,should not eisai be going full bore Now on internet /tv advertising ??
geez............... your reply hopefully is not indicative of the thought that goes into most other arna longs' due diligence and thoughts as to how eisai's comm'l rollout is progressing.
now..... I think eisai's rolling is moving along pretty well and I appreciate the doubled workforce is set to commence in matter of weeks........and I further appreciate that my post is ONLY AND SIMPLY FOOD FOR THOUGHT.....NOT AN INDICTMENT OF EISAI........NOT A CRITICISM.........MY POST IS PART OF DUE DILIGENCE ANALYSIS. respectfully to fellow arna longs. this is no soft bash. its an attempt at discussion of a valid issue. im sure qualified posters could point out that eisai rollout plan is predicated on a highly successful model.. I just happen to not be qualified as to how rollouts are best conducted for optimal results.
appreciate the thumbs down and the fact that no fellow long will respond with a clarification or refutation of the issue raised in my post..........is much more telling than 100 thumbs down. the long position is not wise to not set the record straight on the issue I raise. its a fair question. and I am long arna.
meanwhile belviqs period of exclusivity is being reduced day after day.
vvus don't have wherewithal to advertise and orex/takeda has deep pockets but no fda approval......yet.
don't fellow arna longs find it curious that eisai is not seeming to take advantage of a limited time period in which eisai/arna/belviq.......has a exclusive monopoly on right to advertise this fda approved obesity drug/belviq.
now im sure there is a science behind the eisai methodology here as w/r to the commercial rollout and im positive eisai knows vastly more how to conduct a commercial rollout than I do............ but I just raise this observation because it seems irrefutable to at least SOME degree/extent.
arna retail s/h, arna corp, eisai corp..........3 groups..........do they have same objectives and same timelines to meet their objectives ...........any conflicting interests.............I think this would make 4 interesting discussion.
arna retail s/h are very dependent,now, upon actions taken or not taken by eisai corp. also eisai timeline to take certain actions may/may not align with arna or arna retail s/h.
eisai has extended product line. arna s/h banking, now, only on belviq, for now I reiterate.
we are dealing with ventures that have yet to be carried out , namely unconventional fracking on north slope on shore land. add into this mixture the fact that royl and rampart are not deep pockets nor highly equipped corps . the wherewithal to pull this off is vastly different than for example exxon/mobil trying to successfully pull off this unconventional fracking in ak. but if royl /rtd can move forward........then it will likely attract add on 3rd and 4th party partnerships to develop the royl acreage. the hosmers will happily and profitably give away pieces of the pie in return for partners that can in fact effectuate results.
lastly,,,, the recent downward price action, imo, was done with very small trading volume and I consider that price action to be a total farce........an illusion. I expect upward price action in 2014. - early 2014. clearly obvious is the manipulation of royl pps........as evidenced by the wicked spikes that are taken back to neutral starting point........all within a nanosecond. that's simply fast machine big $$ boutique skimming money, imo. or some other force that is playing the spikes in ways retail s/h cannot possibly compete. oftentimes the bid/ask size and bid/ask prices are computer instigated and before any retail player can act on that data........the hft machines can erase those bids and asks which are really illusory. it gives illusion of liquidity but once a retail guy tries to make a play,,,,,, the entire published bids/asks are dramatically altered ...effectively negating any retail attempt at a play.
folks who assert they are trading royl successfully........ I don't buy that storyline........ unless referring to small quantities of stock.
royl was drilling in Q3/2013 and drilling in Q4/2013 as well (my recollection) and to date, we have not been notified by royl of the finality of the wells drilled & cased in sacramentobasin. I expect some final nat gas well results t/b published very soon (betw today and first week January) and then I expect the most recent drillings Q4/2014 sac basin to bear press release progress/interim reports/final nat gas data before Q4/2013 earnings report date for royale corp.
if rtd gets its loan in Alaska based on the new ak tax law .........that will be huge upside catalyst
hiring announcement of seismic contractor is an unside catalyst
hopefully new sac basin gas wells with prolific reserves will be announced &a that will be upside catalyst as nat gas recently close to $4.40 and possibly rising prices thruout winter.
the seismic survey final analysis could be a behemoth in terms of elevating the value of royales Alaskan acreage.
if any other oil corps make positive developments in north slope.....that will almost certainly be an upside catalyst w/r to royl Alaskan acreage.
keep in mind, royl/rtd ptrship only includes 50 % of royales total north slope acreage. leaves lot of appreciation in value , solely, to royl corp.
any external improvements/ new facilities, more rigs available, more year round roads, for ex.......made upon north slope........should be an upside catalyst for royl Alaskan acreage.
its exploration & drilling with economically feasible gas or oil finds.
I could care less about maintaining any website at this pt in time.
the royl press releases are published on global newswire service and are on this very yahoo mb page bottom right , just click on headlines. then read all SEC filings and read the prolific up to date rampart website pdf files.
keep your eye on the prize, as one of our posters always says;
1) we want and expect to hear about the results of the recently drilled wells in sacramento basin, calif.
2) we want a declaration that royale has entered into contract w/ one or more contractors to perform the seismic 3D survey in the Alaskan north slope ( to be paid for by rampart)(we are told total survey cost is approx. 10 million.)
1 & 2 are expected imminently, as far I as can interpret all the press releases & filings with regulatory agencies in both usa and Australia.
3) the survey, we are told (by rtd I recall) s/b completed in approx. april 2014 (my recollection) and then the analysis of the survey probably finalized (my guess) end of 2014 ...
4) survey results will be large factor (I assume) in rampart finding a deep pocket farm-in 3rd party oil company partner. the survey analysis/results will be pivotal in so many ways for this north slope venture partnership.
5) supposedly, the royale rig in sac basin has started new drill sites during Q4/2013 that I assume will yield press releases in Q1/2014.
6) rampart, to date, has fulfilled all its obligations owed to royale, as of this date, under the partnership contract . however, if the seismic contractor is not hired by 12/31/13 then I will have concerns. however, both royale & rampart have filed info with their respective reg. securities agencies stating on 4 separate occasions that the seismic contractor is in fact reaching closure and rtd completed yet another recent share placemet.
7)rtd using AK new tax law to obtain line of credit/loan(?)
would suggest that price action is not isolated on arna....... of course 3 days does not a proper sample size make.
certainly no new news..........except that yesterdays congressional discussions on obesity logically should be an upside catalyst to fda approved weight loss drug companies. IM NOT FALLING FOR THIS ILLUSORY PRICE ACTION. ADDING SHARES TODAY .......SO FAR SOME SHARES BETW 2.60 - 2.62.......
getting ready to add couple thou shares...... waiting 4 script # verification.........
THE OPERATIVE ELEMENT IS JOHN..........WHAT IS YOUR CURRENT POSITION IN ARNA CORP ?? "will that be the basis for the content of your "panic button" post ? lol