Argus II was approved in Canada in January -- stock did nothing
Argus II gor highest reimbursement in Germany -- stock rallied briefly and fell back
Argus II had successful implants in France -- stock finally started serious rally.
It's your own fault if you didn't see the positive news developing.
Casting aspersions on the company is wrong -- and shows how little you know.
No way it would be 18 -- that was about the high for PVA when oil was 100+ a barrel.
(now we have almost a distress sale -- not the best timing to finally entertain a sale)
I am thinking maybe $9 a share -- so sell a bunch of 10 calla and get a little extra out of this.
As for Soros, he personally may not have even ever heard of PVA. He has stock pickers who work for him.
He is the front man. He is no Carl Icahn.
PVA has battened down the hatches.
They are projecting higher oil prices later in the year -- around $65 a barrel.
I guess that is realistic -- but also a bit optimistic.
At times, I have called PVA "EOG Jr."
Looks like they are both dealing with this collapse in oil prices the same way.
Difficult days ahead.
The 5,000 barrel shortfall in Q4 is going to really make Q4 earnings look punk.
The good news is that the issues seem resolved in Q1 of the new year.
The PVA story is lower initial production in the new wells but less drop off in production than the older wells.
I also think many of the newer wells are gassier. (Just my impression from the well filings).
It's just too easy to predict disaster for oil prices.
Bakken oil on trains may have to be limited due to dangers of transporting the oil.
The long-term support for PVA is pretty solid in the 4s.
I might hold off until the earnings report -- which could be a big miss.
Hey, genius, you ever hear of a crowded trade?
When all the "experts" like yourself are uniformly bearish on oil, it usually doesn't do what they want it to.
My only point is that if you play the swings and use options PVA is very tradable.
Q4 earnings will almost surely be a disappointment.
Any initial production near 1,000 barrels of oil a day is considered very good by PVA, though production varies due to the the formation being drilled and the length of the lateral.
So 1,000 might be considered a disappointment in some spots and 500 might be good in some spots. Overall, 1,000 is good.
Douglas Raab unit -- Average of the two wells is a bit over 1,000 barrels of oil per day plus gas.
(I think selling covered calls such as the 10 and 12.50 strikes is a good strategy for PVA now -- or at least it was on Monday.)
Better than "marginal" EF acreage -- numbers from EF wells second only to EOG among 30+ players although some recent wells have been a bit disappointing.
"Junk" acreage os being sold off -- so not so much of it is left.
AAVL, AGTC and ONCE are pursuing cure for serious retinal diseases through one-time gene therapy injection.
OPHT is pursuing continuing treatment for a chronic disease.
If both are feasible therapies, a cure would be the choice of everyone who has the disease.
So don't assume that AAVL is overvalued.
Also, in terms of seeing the diseases as chronic, OPHT will be taking on Allergan, Allegro, Genentech and Regeneron -- just to name a few -- who are all working on next-generation treatments for retinal diseases.
Nothing is clearcut and we won't know who the winners are for a couple of years.
It's worth 40 to an acquirer -- so I am buying at bargain basement and getting a nice return on the calls.
USG doesn't have to do much as far as I'm concerned.
I am getting paid for waiting.
They clearly had incentive to get some bad numbers behind them.
The direction is correct -- even if progress is slower than you would like.
The company is easily worth 40 -- it is an industry leader and these kinds of companies don't just grow on trees.
I am not big on analysts but three are all seeing strong performance in ceilings and wallboard.
I sell covered calls on most of my USG shares and the return on the 30 calls is great when you keep writing them. Just don't pay more than 28 for the stock.
The secondary was a bit embarrassing.
REGN might buy AAVL to smooth things over -- REGN committed to gene therapy anyway so it would be a good fit. Just a guess.
Got all the bad stuff out of the way in 2014.
Three different analysts recently said channel checks showed strengthening business for USG.
If Buffet ever bought USG out we get at least 40.
Laudable effort but too much financial engineering going on with these companies to predict anything accurately.
I think the moves made by NE were prudent, given the awful business environment.
A dividend cut would send the stock to 10.
You know Barnett, the ophthalmology world is a small one. Everyone knows everyone else.
Would you perhaps be in Arizona?
Believe me, I am not long LENS.
ONCE is just too overpriced for me right now.
I was hoping to get in at 25. (Fat chance)
AGTC is the bargain in the group, I think, but it is sort of a yo-yo and you sometimes can get in around 20-21.
EYES is a much longer-term deal.
Good people -- I hope they make it.
AGTC has a much better chance of being acquired or getting a big-time partner like AAVL got.