How true noah! The biggest clown is yawnie. Sounds so official and expert yet the rhetoric rings totally hollow and transparent. If you bother to read any of these bash posts they make you laugh truly. My fav recent yawny post was trying to tell us that PTN stock price should not be where it is because Brem had no patients. Guess the yawnster forgot that Brem just successfully finished a Phase 2B clinical trial with hundreds and hundreds of patients. Of course my all time fav yawnster "big one" was when he#$%$ claimed that PTN would never sign a partnership for Brem and 48 hours later PTN signed a partnership for Brem (ouch). Nevertheless, these shameless characters go right on as if nothing happened. Credibility, who needs credibility? Bashers are in the business or meritless claims and creating doubt.
Logic and reality are not necessarily components of the bashers trade. I've watched bashers on other MB's continue bashing stocks while they triple and quadruple in price. Hey, I guess these folks must find something to do with their time while waiting for their gov. assistance checks to come in.Where else are they going to go with such a dubious vocation? GLTAL!
It must suck to be yawnie, rayon, king, et al. Bashing a microcap company day after day year after year for a penny a post. One would think that after a few years they would move on to greener pastures. Sadly, where can one go after years of bashing? The paradox or problem is just the business is well a dishonest profession, right? Day after day how to go out there and bash the company,, bash the products, bash the management when all of your words are contrived and false.How to sound like an authentic investor and objective yet still bash the company effectively even though you have no investment at stake other than the penny a post rates you make bashing.
Some PTN bashers sprinkle a few good posts in here in there but other bashers never post anything positive. Ironically, the yawnster, PTN's supreme "basher expert", is the most transparent and least credible all while holding the top basher position among the cabal of PTN's bashers. If PTN's prospects are ascending the yawnster insists the company is descending. If it is daylight and the company has a new dawn the yawnster insists it is dark.
My favorite yawnster post recently seems to claim that PTN's Brem has no patients or that PTN's stock is a house of cards. Since stock valuations are subjective anyway what can you say to this theory or that theory? Well you can look at some of the rhetoric and the yawnster has had some real beauts.Like Brem has no patients? Hello, did Brem just go through a successful Phase 2B with ah hem hundreds and hundreds of patients? Please, we understand your enthusiasm for bashing these companies but do not let your zealousness get the better of you.
Again, it must be dark times for PTN bashers. PTN is moving forward into Phase 3 for Brem after a successful Phase 2B. Tens of millions of dollars are pouring in to PTN's warchest from Pharma's and other qualified investors. The stock seems to be rising from the 60 to 70 cent range to the the one dollar range. 3994 is ascending.
LVLT opportunistically reducing interest expenses in the new year. Stock looking like it is ready to run. Let's see. GLTAL.
Tanks for update coolcat! Don't forget that while FCF doubles (and hopefully share price doubles too) the net is doubling also since LVLT' has billions in NOL's which many have described as one of LVLT's strategic assets going forward and they will pay no taxes due to the offsets. LVLT is fast becoming "Cash Cow"
Along with dozens of new aliases bashing Sap, Seamless, Spiro, whatever. Meanwhile icey still obsessing over every post bashing/replying 5 or 6 times. I already like CYCC (and their drugs and management) but with all of this expensive (being facetious) attention I might need to start liking CYCC more.
All of the ol'timers fondly remember the respective coming out moments for each (or should we say that golden moment when these know it alls knew they were busted on this board and just disappeared into cyberspace). New comers don't take anyone's word if you are wondering just read a couple of their posts and you'll soon see for yourself that there's not much there (except maybe some shallow anger, hollow claims, penny a post gibberish).
Like bad pennies they keep coming back. Any more of them I'm thinking we ought to call it a Reunion (Basher High or Boiler Room Academy).
If we see anymore usual suspects around here, I'm calling Elliot Ness :)
Boiler room is dragging out Jagster & Meathead. What a joke. Here are a couple of the biggest penny stock scamsters ever. Never a true long but just like icey always working the bash or the pump and dump. They have been exposed so many times here for their penny stock scamstering. I am beginning to like cycc chances more and more when I see these roaches back over here. In spite of these roachy aliases, u gotta love the games. GLTAL.
Yawnster a contrarian? What a joke. Yawn-it is a paid basher period, and not a very bright one either. Not a contrarian (always a basher and never a long) Contrarians are both long and short right? And contrarians are not biased to short or long side too right? Hello! You gotta be under mind control or on the soft basher payroll to believe this cropola.
You can see through the bulhockey by a mile. What intelligent investor would sit on this mb day in and day out 24/7 bashing a microbio company and their management? Answer: Only a fool or paid basher. You have an anonymous alias with no credentials whatsoever that makes untruthful claims all the time. There is no investment or any other basis for believing they have any serious investor sentiment. If you care to challenge this view than give one reason to believe that such meritless bashing could possibly come from a true investor. OK. Hello.
Mark, these trolls are in full "pack" mode. They are bashers talking amongst them selves yawnster, ray, king, and the rest. All one boiler room. What do they care if they are credible or not. They stopped making sense long ago and could care less they are on the clock (penny a post man). And that's about what their junk is worth too (if that).
Long & Strong! GLTAL!!
Thnx Brandy. I appreciate your board input. Now that I think about it MW had like 2 mil pre shares so that turned into only 100k shares. So that question was really moot. Bonderman was a curiosity and I believe he and chinese buyers were largest sh's and had multi seats on bod. We still do not have a clear picture of the large "noninstitutional" holders and TPG shares may or may not still be there. Also, he may or may not have escrow shares and waiting on them to do something otherwise he and chines must have been quietly squared. I believe if he does have escrow position (signed release) then that would be a large tell that escrow will come through.
Got a couple of questions.
1) Looking under major holders and see nothing under TPG. Do you think they bailed on all those pre-settlement shares?
2) I thought Willinghm had like 2 mil. pre-settlement shares and he seems to just have same number of shares as other directors. Shouldn't he have bunch more from his large number of commons pre-settlement?
1) Possible answer: I'm thinking that bonderman must have dumped but looking at kkr's position one could wonder that he could have performed the kkr role and gotten whole on his wamuq losses (or made the Chinese whole unless they were made whole some other way)
2) Not sure why Willy does not show more shares.
PTN is delivering on trials and partnerships in both EU & US. PTN drug is very strong phase 3 candidate into market space with unmet medical need with billion $ potential.
Yet every step is met with mindless and untruthful bashing from the great boiler room chorus. They provide no credentials, no facts, and no credible basis for their obvious bias. It is obvious they own little or no stock so why are they here. Obviously they are paid bashers with a short agenda.
As always do your own diligence and ignore the truly biased agendas of anonymous posters lacking credentials with preposterous claims just wanting to help you with your portfolio decisions. These dummies working 24/7 over and over telling us how bad PTN product and management are meanwhile PTN drug continues to move forward with phase 3 trials in EU & US and they continue to sign partners and raisefunds from qualified investors and pharmas.
In other words, beware of all the Pinochios working this board. There are so many here it is hard to tell which has the longest nose. GLTA Longs!
One final point is that goog is leasing fo circuits from lvlt. But here's the key fo circuits are going up and traffic and demand is increasing which is just one more very very bullish trend for companies that actually own the fiber circuits.
Great post CG! Gotta love the board's welfare recipients here robber,gw,mr.fib, etc. These losers have been relentlessly bashing co. 24/7 for years. Apparently nothing better to do with their time except wait by their mailbox for assistance checks.
Meanwhile, all lvlt has done has increased share price by 150% since Jan. 2013. IMO, lvlt pps could reach the 200+% benchmark by end of 2015 and I would not be surprised to see $1-200/sh within 5 years. There is a lot of room for this stock until lvlt reaches fair value for their huge cap. investments in it's state of the art worldwide fiber optic network. The replacement cost for the lvlt network is astronomic. My estimate is the original investment is 30+ bil. and could be double or triple that to build today. Plus, as your post highlights cg, lvlt/goog are in the eye of the storm for planet earth - the worldwide adoption of the internet for social networking, video broadcast, shopping, information, entertainment, etc. If there are better sweet spots in the world economy today they are precious and few.
Also, while these board miscreants mindlessly bash and bash, more blue chip enterprises are signing up to purchase lvlt network products and services, Mason Hawkins value portfolio keeps adding and adding more shares, you have the Asian partner STT as lvlt grows with Pacific economies, and lvlt has finally grown revs into their debt and is becoming a cash cow, plus no income taxes as far as the eye can see from the billions in nols created by their huge cap investments...
The Starbucks news is just one more example of many many lvlt wins with many more to follow. I'm long strong and holding my shares for a long time to come. Are divi's coming? Are more accretive acquisitions coming? Will lvlt be acquired? Can't wait for the twtc earnings and synergies to show up. There are a lot more positive shoes to drop w/ this story. For me, this one is set it and forget it.
IMO, there likely is serious value in the $300+ mil. in NOLs (unless $50-70 mil. is not serious money anymore). There are limitations such as ownership changes (is acquisition a merger, reverse merger, buyout, etc. and does it meet the irs rules for protecting the NOLs) and the type of company (is newco in same business as oldco). So, the NOLs do have market value and we have seen NOLs preserved many times on wall street. My rule of thumb in terms of asset value is take 1/3 times the total allowed and protected NOLs (hypothetically $300mil. X 1/3= 100mil.) then discount that number by 30-40-50% (100mil. X .60 = $60mil.) give or take. We are assuming the $300 mil. are allowable and protected NOLs which may or may not be the case. I am not a tax adviser so seek your own counsel but I am aware of several distress situations where the NOLs were the primary negotiable asset.
Bashers talking amongst selves.
So funny, wheeling out ragman jagan and icey known trolls.
And, right we trust ur posts 4 sure.
IMO, you 2 tired stooleys should just change ur aliases, they are so worn out from all the misinformation and mindless fearmongering that no one is buying ur cow chips anymore. Why r u here?
The wording is tricky. the statement was not clear as in the futility was determined "futile". Rather the futility boundary was crossed. I believe in these circumstances companies must rush any and all info to meet disclosure requirements above all else including momentary stock prices When it comes to bios any sniff of info both good and bad can be seismic. It is not time to put a fork in er, in fact it may be much farther away than the stock price is suggesting even if statistical signifigance is not reached - i.e. dac in this very same disease.
Seamless is far from over and life was right about interim dsmb was a binary event for stock price. The basher cabal - icedumpster valuedumminess etc etc - is slymeing 24/7 harder than ever. Do ur own dil.
And something doesn't smell quite right. Survival curves are poorly estimated and data is not mature. Who knows there are so many scenarios good and bad. Will not concede credibility now or ever to those here that were never credible and will simply await events and truth to unfold. Further, will not eliminate possibility of more surprises and binary events.
Many will sell according to their own circumstances. Honestly, if dsmb and cycc abandoned study I would seriously consider selling too. Each investor must decide. Seen way too many bios fly up and down drastically on premature info.