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Allergan plc Message Board

suziclueless 25 posts  |  Last Activity: Aug 3, 2015 11:40 AM Member since: Sep 4, 2012
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  • Reply to

    No Earnings, Again....

    by suziclueless Jul 30, 2015 12:46 PM
    suziclueless suziclueless Aug 3, 2015 11:40 AM Flag

    I urge all the buyers to get in now before it hits $7.

    Buy GILD and prosper - the Vulcan war cry.

  • Reply to

    No Earnings, Again....

    by suziclueless Jul 30, 2015 12:46 PM
    suziclueless suziclueless Aug 2, 2015 8:15 PM Flag

    Bummer!

  • Reply to

    No Earnings, Again....

    by suziclueless Jul 30, 2015 12:46 PM
    suziclueless suziclueless Jul 31, 2015 2:28 PM Flag

    Anyone out there wish to respond to the thoughts expressed in the above post? Or are all the posters on this site just day traders looking for a quick buck?

  • suziclueless by suziclueless Jul 30, 2015 12:46 PM Flag

    So, the quarter was yet another loss. We get more excuses and rather forced rationales about that seem to imply things will get better.

    To use an old trite expression, the new CEO is simply "rearranging deck chairs on a sinking ship."

    Some interesting points: she does admit that "over the past several years the company has largely been focused upon securing permission and preparing to market the TICL." So, we see an admission that the company had been focused upon getting a product approved and marketed, yet years later there has been no progress. Fiddling while Rome burns?

    Another admission is that the full benefits of the highly touted manufacturing consolidation will not be realized. Surprise, surprise! Yet another expensive waste of focus? Another point, despite this admission, we see the CEO continuing to include in their "non-GAAP" adjustments the costs to implement this manufacturing strategy. Why is that when the benefits have not been realized?

    All these points aside, in her remarks we see:
    1. A sales decline of 7% YOY. I suspect that US sales continued to decline but they opted not to provide that data.....Why not?
    2. The gross profit margin was down almost 2%.

    So, we have declining sales and margins. Nice!

    3. They report a strengthening cash position. looking further at the numbers, there was cash erosion of $1.4mm at the net cash from operations line. So, on an operating basis, cash had declined! The main reason cash flow ended up positive was the sale of warrants and stock options which added $4.3mm. This transactions, of course, are not routinely recurring each quarter, a fact that the CEO apparently fails to recognize (or at least point out).

    So, what to make of STAA's cash position? They have $15mm in cash, less debt means $11mm. Were cash to continue to erode at the cash from operations line at, say, $2 mm a quarter, it looks like another funding transaction could be required in the not to distant future?

    The new CEO has challenges!

  • suziclueless by suziclueless Jul 29, 2015 10:01 AM Flag

    I see where STAA's earnings release will be today. Nice. It's about time STAA reported some "earnings."

    Somehow I doubt that there will be any earnings, sop why do they call it an "earnings" release? maybe they should call it a "losses and excuses" release.

    What should we expect today? My guess is that US sales will continue to be somewhat flat, there will be losses, and, of course, all those "non-GAAP" adjustments that management somehow feels justify their existence. Yes, folks, another wanna be quarter for our favorite failure - STAA!

  • Reply to

    Buy Now

    by suziclueless Jul 24, 2015 3:04 PM
    suziclueless suziclueless Jul 27, 2015 5:19 PM Flag

    It's time to buy. Get in now before it goes lower!

  • suziclueless by suziclueless Jul 24, 2015 3:04 PM Flag

    STAA is showing some real strength today. Time to climb on the wagon and get rich!

    Buy now and prosper!

  • Reply to

    The buzz

    by biostigg Jul 17, 2015 10:34 AM
    suziclueless suziclueless Jul 22, 2015 10:41 AM Flag

    For medical products like the ICL they tend to build their own markets as a result of key physician thought leaders "endorsing" the product 9largely through technical papers presented at the Ophthalmic Association. So, as inept as STAA has been, the fact is that the ICL has been on the market for many years now and it is what it is. There is no magical new program that will increase sales. I would guess that every Ophthalmic surgeon is aware of the product and either ahs opted to include it in their practice or not.

    The notion of unfounded "rumors" of a takeover is simply another lame attempt to hype the stock. We have seen those rumors again and again and, of course, there has been no sale. The treason for that is that the potential for the ICL has been largely realized. It is but a small niche product only worth, say, less than $20 million. Every company in this arena has looked at STAA and essentially came to the same conclusion. Bet on it.

  • Reply to

    The buzz

    by biostigg Jul 17, 2015 10:34 AM
    suziclueless suziclueless Jul 20, 2015 10:28 AM Flag

    I doubt that STAA really fits the Valeant model. VRX seems to only acquire companies with reasonably strong sales growth, the guts the R & D and overhead to generate better short term results. It is a "roll up" business strategy that STAA would add nothing to.

    What is your source for this "rumor?"

  • Reply to

    The buzz

    by biostigg Jul 17, 2015 10:34 AM
    suziclueless suziclueless Jul 20, 2015 10:24 AM Flag

    The ICL has been in the market for many years now. The sales are what they are. Why would anyone be happy with the IP if it is only capable of carving out a small niche in the market?

  • Reply to

    Mark logan not reelected?

    by online_invest1 Jul 10, 2015 4:16 PM
    suziclueless suziclueless Jul 15, 2015 9:50 AM Flag

    It's difficult to tell what impact he has had as Chairman. He did remove the CEO, although the replacement has a weak background. I always viewed Logan as the only accomplished Board member at STAA. The others are largely retreads.

    In the bigger picture, the fundamentals at STAA preclude any meaningful progress, no matter who is Chairman.

  • Reply to

    Glaukos shows what the market wants!

    by culleraa Jun 25, 2015 5:02 PM
    suziclueless suziclueless Jul 6, 2015 12:50 PM Flag

    Does STAA have a CEO of the caliber of Glaukos? Or an equally qualified management team? How 'bout the Boards? Same level of achievement? Uniqueness of product lines?

    No, there is no comparison between these companies. One is a young company with a novel product and capable management. The other has been tested in the market and failed on virtually all aspects. Guess which is which.

  • Reply to

    Glaukos shows what the market wants!

    by culleraa Jun 25, 2015 5:02 PM
    suziclueless suziclueless Jun 29, 2015 10:06 AM Flag

    No, you are missing the point. STAA has a strong management team with a demonstrated record of past achievements. The new CEO was selected after a review of over 100 applicants. Many experienced CEO's applied for the position and were rejected.

    Next we have the STAA Board. All have demonstrated an ability to generate shareholder value and build large, successful businesses.

    You might look at STAA's broad product line. An extensive offering comparable to anything that Alcon offers.

    And last we have the creativity of STAA management. No one, in any industry, has come up with more cleaver non-GAAP adjustments that show the real earnings potential for the company. Other, lesser, companies get all bogged down in silly GAAP accounting.

    Go STAA!

  • Reply to

    Glaukos shows what the market wants!

    by culleraa Jun 25, 2015 5:02 PM
    suziclueless suziclueless Jun 26, 2015 10:01 AM Flag

    There is no reason why STAA should not have a market cap of $1B. this will happen soon as investors begin to realize the quality of STAA's Board, the management team, the broad product line, and the creativity of STAA's Non-GAAP earnings adjustments.

  • suziclueless by suziclueless Jun 24, 2015 10:23 AM Flag

    It's hard to find a better stock positioned for a strong upside.

    STAA has a crack Board, a best-in-class management team, a broad product line and a long history of solid growth.

    STAA is well positioned for a breakout move. There should be positive news from the FDA re the Toric ICL. When that happens, I predict you will see an easy double in the stock price.

    Buy now and avoid the left out feeling when STAA soars to next levels. STAA is rated as a top stock by the
    pros. Buy, buy, buy. You won't regret it.

  • Reply to

    Movin' Up

    by suziclueless Jun 18, 2015 10:55 AM
    suziclueless suziclueless Jun 21, 2015 3:17 PM Flag

    You can get wealthy. Time to buy STAA. Ignore the past. Keep thinking about tomorrow...

  • suziclueless by suziclueless Jun 18, 2015 10:55 AM Flag

    Time to go long on STAA. Best management team and Board. Best relations with the FDA. Hottest product line in the industry. Best Non-GAAP adjustments.

    The time is now. You will get wealthy with this stock.

  • Reply to

    Interesting 13D/A

    by mhat_me Jun 2, 2015 6:35 PM
    suziclueless suziclueless Jun 10, 2015 7:25 AM Flag

    If the board granted out of phase or unusually large option amounts and there is a deal pending, even in very early negotiation stages, then they all go directly to jail. Without a "get out of jail card."

    What is interesting is the possibility that Broadbank might be at odds with this Board.

  • Reply to

    Buy Now

    by suziclueless May 29, 2015 2:56 PM
    suziclueless suziclueless Jun 9, 2015 1:48 PM Flag

    Interesting. Beammire was tight with Caldwell. Now that he's gone, they appear to see something different.

  • Reply to

    Buy Now

    by suziclueless May 29, 2015 2:56 PM
    suziclueless suziclueless Jun 3, 2015 6:48 PM Flag

    You can stop with the vulgarity.
    So, you think they bought at $4 when the stock for everyone else was in the $9s? Really?

    No, Broadbeam exercised options at $4 as they would have otherwise expired. these options were granted due to Broadmire's financial bailout some years ago.

    Oh, forget it.

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