lumpified

Author Archives

Any thoughts on NBEV ?

For anyone unfamiliar, it’s a functional beverage company which used to be the microbrewery ABRW Basically consists of ”Bucha” kombucha plus other brands from a recent merger/acquisition: Xing tea etc Has a big cheese, Brent Willis, formerly of Coca-Cola and IN-BEV, in charge at present, and seems to be doing well. It represents a disproportionately […]

Recent Author Comments

On Microblog: Any thoughts on NBEV ?
Good luck! I'm ow NBEV September $2.50 calls.. Got at least one, maybe two more earnings before then (they tend to come late...) I have some doubts that stopped me averaging down even more lately. Some shareholders seem convinced that "dark pool" opera[...]
On Biotech Discussion... continued
Just saw this on my facebook feed. No idea if it's been discussed before as a possible competitor to ARTH Would value people's opinions. https://sydney.edu.au/news-opinion/news/2017/10/05/_squirtable_-elastic-surgical-glue-seals-wounds-in-60-seconds.h[...]
On Biotech Discussion... continued
$PIRS I increased my position by about 40% ! Hedy makes a good point. These days I try to limit my portfolio to companies where I have so much confidence in them, that price action cannot influence my feeling. Perhaps not coincidentally, these tend[...]
On Biotech Discussion... continued
$htbx np What do people think? Are we expecting good data? Anyone long? I took a starter position last week, hoping to at least benefit from a run up to data, but then got discouraged and sold...[...]
On Biotech Discussion... continued
$halo np Just listened to the webcast of Halozyme's recent conference call. One point to note: the data which everyone seems to be waiting for at the end of this year relating to pegPH20, when they have sufficient Progression Free Survival, is not expec[...]
On Biotech Discussion... continued
$ntec Institutional ownership at 41%, according to nasdaq.com. But insider ownership at zero. MC $143 million How is the general feeling about Israeli biotech these days? I previously had the impression that it was an area in which people had less [...]
On Biotech Discussion... continued
$apri Saw a comment on twitter saying that the FDA "hates" ED plays. And I wondered briefly: is the FDA above all taint? Or is it possible that the makers of Viagra do some heavy lobbying behind the scenes? As ever, my apologies if the thought is offensiv[...]
On Biotech Discussion... continued
$margin Many thanks OT, (and incidentally thanks for your previous help: even after the drop, some of my $halo options were 3-5 baggers) So, if, without using margin at all, my Equity with loan exceeds my Maintenance margin by only a little, and my Exc[...]
On Biotech Discussion... continued
$margin Is there anyone incredibly patient out there? I applied for a margin account at IB, and was granted one. My intention is just to be able to trade more frequently, rather than to borrow in any quantity. However, my previously simple "account[...]
On Biotech Discussion... continued
$margin Thanks doomie, Travis. One more question: Does it all happen automatically? That is you try to buy something and IB just sorts it out? And if you sell something any borrowings are automatically repaid, as possible? Or do you have to actively "borr[...]
On Biotech Discussion... continued
$no ticker Apologies for the non-bio-specific questions, but I don't know where else to put them. I have a memory, from maybe a year ago, where I was complaining about having to wait three days for funds to settle at Interactive Brokers, and I believe so[...]
On Biotech Discussion... continued
IR at DVAX confirmed that their agent DS 101 was involved in the Stanford mouse study. Dr Levy is a collaborator of theirs and has also begun a lymphoma study, apparently. They didn't specify the species. Personally, I've no clue how promising this mous[...]
On Biotech Discussion... continued
I have written to investor relations at DVAX to ask if this is the case and will inform as soon as I get a reply.[...]
On Dr. KSS Liveblog: Noblecon 14
$noticker 1. The idea of having a "White List" of approved contributors whose posts appear directly and the rest wait in moderation sounds to me feasible, and like it would have the desired effect. 2. It couldn't happen now as it would have to be sit[...]
On Dr. KSS Liveblog: Noblecon 14
Oh for Christ's sake! Doc, I thank you most sincerely. I was having a day of great self-recrimination. I knew, just knew, this was going to happen with VTGN, told myself not to buy more, but to wait, told myself there wasn't going to be data on Monday ..[...]
On Dr. KSS Liveblog: Noblecon 14
$EBIO, long Doc mentioned EBIO in the last conference call, but I'm not sure if it was being considered for the 12 or not. If it is, then all in good time... but I was wondering, - apparently there has been quite a reshuffle - if it is not a candidate,[...]
On Dr. KSS Liveblog: Noblecon 14
$VTGN Report from mis-spent youth. In my late teens and early twenties I used recreational ketamine a few times. The experience is one of reduction, subtraction. First, the body. It's hard to feel anything physical, so it becomes a very abstract exp[...]
On The Twelve Biotechs of Christmas 2018: Balthasar
$FARN Finnventurer, this is the company I wrongly attributed to you a week or two ago. My apologies. My memory obviously lunged at the syllable "finn" to the exclusion of all else. Interesting, regardless...[...]
On Microblog: #CryptoSecurity #CyberSecurity #CyberPayment #CryptoBanking Systems #Equities
Agree with above comment re strategy. I've been following the price of zcash since Edward Snowden talked about it, and it's been from 400 to 700 to 400 in days. Volatile market, good for trading, hard to have conviction holds without knowing a million time[...]
On The Twelve Biotechs of Christmas 2018: Balthasar
$many tickers Thank you, people, you're very kind. I still consider myself a rank beginner and tend to focus much more on my mistakes and opportunities missed than anything else. My tendency is to take a small position, if I can, in anything Doc mentio[...]

This site and Stock Gumshoe publications and authors do not offer individual financial, investment, medical or other advice. Nothing on this site should ever be considered to be personal advice, research or an invitation to buy or sell any securities. We also make mistakes and bad decisions sometimes, and our reasoning or data should be checked against trusted sources before they inform your investing decisions. Choices regarding how to invest your money or otherwise manage your life or finances are yours, we share only our analysis and opinion and all authors or commenters are individually responsible for the words and opinions they share here. Please read our important disclaimers and policies. Stock Gumshoe is supported by subscribers and by sponsors and advertisers. Stock Gumshoe's employee authors will disclose holdings in any stock covered at time of publication and will not trade in any stocks written about for at least three days after publication. Please see below for complete disclosure, disclaimer and policy information.

Connect with Travis

website designed by Gravity Switch