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TriQuint Semiconductor, Inc. Message Board

veqasfletch2001 69 posts  |  Last Activity: Mar 25, 2015 10:28 PM Member since: Sep 12, 2002
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  • veqasfletch2001 veqasfletch2001 Mar 25, 2015 10:28 PM Flag

    Of course, as SPPI makes more rev and income from this drug then Legend gets more royalty.

    Sentiment: Strong Buy

  • veqasfletch2001 veqasfletch2001 Mar 25, 2015 10:23 PM Flag

    Thanks Joe, other posts left out the main phrase
    "It has the potential to be a nice runner-up"

    Sentiment: Strong Buy

  • Reply to

    Celgene

    by joesolomon333 Mar 24, 2015 9:32 PM
    veqasfletch2001 veqasfletch2001 Mar 25, 2015 12:14 AM Flag

    One thing that I am 100% sure is SPPI will not stay at low $6. It will outperform the market significantly in next 12 months. Talking about the market and large caps, they mostly will have negative growth because of high dollar price based on most analysts.
    SPPI has a lot of aces.
    1- SPPI is generating enough revenue to become positive income if it decided to dial down its expenses.
    2- SPPI has a strong pipeline with many promising drugs that can push its price up significantly.
    3- SPPI can be a target of acquisition since most biotech companies are desperate for growth.
    Choice one is the minimum that SPPI can do to double its price.
    Other choices obviously can push SPPI price multiple folds.
    The time frame is 12 months and SPPI price will be above $10 by the end of this year if not much higher. That is over 60% appreciation. Show me any other stock or investment that can give you that much profit?

    Sentiment: Strong Buy

  • veqasfletch2001 by veqasfletch2001 Mar 23, 2015 3:04 PM Flag

    Cut the losses and get a winner like SPPI.

  • Reply to

    Shorts are losing the game

    by veqasfletch2001 Mar 23, 2015 1:43 PM
    veqasfletch2001 veqasfletch2001 Mar 23, 2015 2:15 PM Flag

    I know you are a Dinosaur of SPPI shorts and I don't know why are you insist to stay on your old mentality. There is a bottom to everything and that is happening to SPPI. As a matter of fact, it is overdone and SPPI must be at much higher prices compare to peers.

  • veqasfletch2001 by veqasfletch2001 Mar 23, 2015 1:43 PM Flag

    Well, I added 20K at low of $6 ($6.02 to $6.06) again this morning. No bad and thanks for low share prices.
    Do you know that some manipulators recycle their shares by selling from one account and buying by another account to depress and bring down the price when volume is low and investors are hesitant to buy. It is illegal in USA but some account holders in other countries, especially Europe, may do it. They do it early morning when volume is light and investors are waiting for market direction.
    Next time you see it, jump on the shares and make them to pay for their illegal action and laugh to bank..

    Sentiment: Strong Buy

  • Reply to

    Clinical Trials Recruitment Status Glossary

    by antihama2001 Mar 21, 2015 4:33 PM
    veqasfletch2001 veqasfletch2001 Mar 22, 2015 8:38 PM Flag

    "You need to learn a bit more about Spectrum before you start giving your opinions"
    Oh, one has to be out of his mind to lean anything from your boxed thought.
    After all, you can't just bury your head in the sand for ever.
    SPECTRUM is not only about one tiny trail that may differ in time.
    Wait a minute, the market has not given SPPI any credit for its strong pipeline yet and you are dragging one tinny subject in SPPI pipeline and you think the sky will fall on SPPI. Get a life.

  • Reply to

    Clinical Trials Recruitment Status Glossary

    by antihama2001 Mar 21, 2015 4:33 PM
    veqasfletch2001 veqasfletch2001 Mar 22, 2015 7:25 PM Flag

    dcaf7,
    Even though I don't like answer your useless arguments but just want to remind you this
    Don't lose sight of the forest for the trees.
    SPPI is not one trick pony for you to emphasize on one small subject. Fortunately, SPPI has put its hand on so many different directions that becomes flexible enough to choose and continue to progress.
    "Don't forget that there is a whole forest behind this big tree
    According to the old adage, one should not lose sight of the forest for the trees. A forest is full of beautiful trees for the beholding, but when one becomes so engrossed in looking at the individual trees, they may forget that each tree is merely one of thousands in the forest and thus lose sight of the big picture."

    Sentiment: Buy

  • I think SPPI board and management have power to push the price over $30 in a matter of few months. All they need to do is to dial down the expenses and trim the R&D for a few quarters and let the income becomes positive. Some pharmas in SPPI shoes have done it. DEPO was in same situation in mid 2013 with $5 price and negative income until the company stopped all of its R&D and sold out one of its drug. It is over $24 now. It also borrowed some money for its recent acquisition. HZNP is another one witch was in $3 range, no R&D and just marketing. With 2 small drugs but acquired 2 new ones from the borrowed money and went positive income. It is $23 stock now. It doubled and tripled its price in only one year.
    Raj hinted that SPPI can slow down R&D to lower the expenses. On the other hand, it can push income positive at any quarter.
    However, SPPI sees a bigger picture and wants to be a multi billion dollar company like SLXP.
    DEPO and HZNP did not have any R&D and so no R&D expenses. They depended on acquisitions with borrowed money. They probably got lucky and that may happen once in a while with some drugs. I think they are at their peak now.
    How about IRWD with only one drug, almost same rev as SPPI, negative income so far but putting money in R&D. Oh, the market cap is $2.4B or 6 times SPPI.
    How about SGYP that has put all its energy in one drug in phase III. Unfortunately, similar or better drugs as SGYP have been developed by other companies and they are in the market now. The point is that SGYP has the same market cap as SPPI.
    How about GERN with no approved drug and only one drug in R&D. Well, GERN market cap is 1.5 times SPPI. I can go on and on to prove that SPPI situation is abnormal and temporary by design, bad luck, both or whatever reasons. This situation won't last for ever and people who believe in the company and have patience will rip huge profit eventually.

    Sentiment: Buy

  • veqasfletch2001 by veqasfletch2001 Mar 22, 2015 3:08 PM Flag

    I think, they will be raised again next week witch is the end of Q1 quarter if there is no word from appeal court yet.
    However, if appeal court somehow sides with SPPI then the price will shoot over $8.
    It won't affect SPPI price if the decision goes in favor of Sandoz again since the bad news was already priced in when the price dropped from high $7 to low $6.

    Basically, time is in favor of SPPI. If we do not hear anything in next few months then analysts will be forced to raise Q2 estimates too.
    I see a win win situation for longs and a huge risk for shorts. A friendly advise for retail shorts is do not keep any short position overnight since you may get burned at any day.

    Sentiment: Buy

  • veqasfletch2001 by veqasfletch2001 Mar 21, 2015 5:12 PM Flag

    The main reason bondholders bought SPIF bonds is to make money. However, like any other investment, bondholders needed to reduce their risk so they hedged part of their shares (basic risk management). They are collecting interest/dividend which cannot compensate for their losses so far. Some of them plus other groups or individuals have taken advantage of this situation to ride the wave on back of the shareholders. Meanwhile, most bondholders are watching the company and they are taking some actions based on SPPI direction. They probably increased their hedge after recent court news. However, as soon as an encouraging piece of news about SPPI is out then the same bondholders will take action to reduce their hedging. So, this is like rocket fuel sitting on the side to be on fire at any time to send SPPI to moon. The bondholders will do it to reduce their hedging expenses wile benefit from higher SPPI prices.
    Looking at this scenario, retail investors have no business shorting a stock like SPPI. It is crazy and simply it is financial suicide.
    After all, patient retails will be awarded eventually. All the signs are there for SPPI shares to double and triple in future. It may happen next day or next week or a year or two but it will happen for sure since history of many other companies similar or less promising stock has shown us this reality.
    Look at AVNR, DEPO, HZNP, IRWD, SLXP and many other stocks that were single digit price but pushed up when clouds went away.

    Sentiment: Buy

  • Reply to

    Converging to Max Pain Price

    by goof_goof93 Mar 20, 2015 10:33 AM
    veqasfletch2001 veqasfletch2001 Mar 21, 2015 12:07 AM Flag

    How about your description?
    Max Pain is a price that most options expire worthless.
    In SPPI case, shorts who have been in control of the stock, sold calls and bought puts. They wanted the calls to be worthless and puts in money. To achieve that, the lowest price of the day gave them maximum profit.
    That is why we are at this price. Remember that they bought over a million shares before the close, either short covering or going long or other reasons, one or two of them probably see it as an opportunity to make many as long.

  • If SPPI acted strangely before close, don't blame retails since the whole market and most stocks were in the same boat because of option players. For example, AAPL was in green the whole day until the last minute that dipped in red by $1.60.
    I think, recovery will start on Monday.

  • Let them talk to each other.
    I am sick of these negative posters who start a conversation, especially about some drugs Andd clinical trails to spin a negative results by putting half true statements. Smart investors should read between the lines.

  • veqasfletch2001 by veqasfletch2001 Mar 18, 2015 12:05 AM Flag

    I am not done and I will add more in coming days.
    At one point, in afternoon (before lunch in California) I bought 5k at ask at $6.33 and a minute later the price was $6.39. I think some investors are becoming nervous, especially some retails with short position.

  • Reply to

    SPPI shares are moving to strong hands

    by zapmaster_the_kinq Mar 16, 2015 3:46 PM
    veqasfletch2001 veqasfletch2001 Mar 16, 2015 10:53 PM Flag

    I am afraid, you are right after looking at SPPI 5 days chart. Most volume is at the last hour of trading day with green column displaying astrong buying trend.
    However, how long will this continue? Logically, after 5% or of shares are accumulated or covered before the price is forced to go to next higher level. The next range probably is $6.35 to $6.50 for a few days or weeks.
    I am going to add more shares at this point.

  • veqasfletch2001 veqasfletch2001 Mar 16, 2015 10:36 PM Flag

    So you do not have anything in your life but time to post BS here to biol some real investors blood? Why don't you find another hobby. How about collecting trashes from the street where your house is located.

    Sentiment: Buy

  • Reply to

    SPI-2012 price

    by cash_is_king_now Mar 15, 2015 12:06 AM
    veqasfletch2001 veqasfletch2001 Mar 15, 2015 12:22 PM Flag

    I truly believe that SPPI PPS passes $100 in future, but this future may be over 2 years and when Raj and his friends have accumulated enough shares at low prices.
    Once VRTX was generating positive income and good revenue thru its hep c drug but GILD and other companies came up with better drugs and VRTX income went negative. However, VRTX PPS went from $27 to over $100 since it had another promising drug in phase II.
    SPPI has two blockbuster drug in its pipeline and the price should been moving by now even though its Flusilev may see a competition. In contrast to what some investors may fear, Fusilev will not vanish if a form of generic comes along. There are 3 steps 1- court approval 2- unapproved indications 3- efficacy of generic
    With above 3 steps, it takes 2 years or more to see some effects on Fusilev and the effect will be slow and gradual. By next 2 years, SPPI will have other drugs. The revenue gap will be filled with current and future revenue generating drugs.

    Sentiment: Buy

  • veqasfletch2001 by veqasfletch2001 Mar 15, 2015 11:51 AM Flag

    Investors were excited after release of Q4 since the report showed beating of rev and income estimates by a large margin. However, at minute 4 of CC, Raj started to talk about generic Fusilev and losing rev as a fact.
    This subject has been explored in a separate CC before earnings and why it is repeated here in a negative form by CEO who was supposed to talk about earnings. The price from positive went down sharply to negative as soos as Raj mentioned that subject. Now, I was suspicious of Raj action and please help me here
    1- Did Raj purposely brought about Fusilev subject to depress the price?
    2- Why Raj focus switched to different subject instead of Q4 earnings?
    That is why I suspect Raj and I see a connection between depressed share price and his action.

  • Reply to

    SPI-2012 price

    by cash_is_king_now Mar 15, 2015 12:06 AM
    veqasfletch2001 veqasfletch2001 Mar 15, 2015 2:25 AM Flag

    I heard spi-2012 is a blockbuster but it has not scared shorts yet. Either Raj is exaggerating or shorts are out of their mind or both. But if Raj is right only 10% then shorts should have started to pack their bags.

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