Date | Subject | Author | Discuss |
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28/6/2022 08:52:43 | Investors at what price pal - those at 80+ (who are down huge) or those at 30? Entry price matters darling (doesn't matter what time horizon you’re a fan of).
P.S. For all the nonsense one hears around that price doesn't matter to "long termers", actually it does. Pythagora's proof - when one is long P&L = P2-P1 Translation - the lower P1 the higher the profit. irrefutable proof that price MATTERS - big time. |  tongosti | |
28/6/2022 07:57:59 | Notable volumes of late.
What I can also see is EKF purposefully and unwaveringly getting on with expanding their core business, as well as implementing various aspects of their Growth Strategy 2024.
That might be boring for some, but I maintain my view that EKF investors are likely to be rewarded for their patience. |  wan | |
27/6/2022 19:09:34 | Bliss:
tongosti 23 Jun '22 - 08:48 - 2824 of 2829 (Filtered)
buywell3 23 Jun '22 - 09:14 - 2825 of 2829 (Filtered)
tongosti 23 Jun '22 - 09:25 - 2826 of 2829 (Filtered)
buywell3 23 Jun '22 - 23:54 - 2827 of 2829 (Filtered)
tongosti 24 Jun '22 - 11:42 - 2828 of 2829 (Filtered)
tongosti 27 Jun '22 - 16:34 - 2829 of 2829 (Filtered) |  sharw | |
27/6/2022 16:34:24 | Significant volumes coming in today. Could be interesting. PS. Do we think our resident trillionaire is on a spending spree? |  tongosti | |
24/6/2022 11:42:12 | The day the c-19 vaccine news hit the wires (Nov 2020), this share had a massive collapse. Mr Market was telling us all the previous bull market in ekf had come to an end due to a fundamental shift. You cannot believe the hostility I got here for paying heed to the market's bells. Market leads fundamentals follow - is a truism that has held in the markets. Across geographies and across markets and across time. |  tongosti | |
23/6/2022 09:25:30 | Like your approach too pal. Not to dissimilar to "... in times of universal deceit (best translated as euphoria in the context of financial markets) telling the truth becomes a revolutionary act". I was laughed at 80+ calling the top then. You're right - only by challenging conventional wisdom one sets the truth free. |  tongosti | |
23/6/2022 09:14:12 | You are ruffling some feathers tongosti
But buywell likes your style
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Negative views need to be aired for the truth to be arrived at by logic and deduction
writ by buywell AD 2022 |  buywell3 | |
23/6/2022 08:48:42 | What's the trillionaires' club view this morning - following markets on deck of a boat off the coast of Antigua? Lol |  tongosti | |
22/6/2022 17:52:17 | Not on Forbes then? |  tongosti | |
22/6/2022 17:32:44 | Scarlet Pimpernel.
If you can think laterally, and have been around long enough, you will work out what the tag p1nkfish means and who I am. Going for a swim in the evening sunshine before dinner.
Over & out. |  p1nkfish | |
22/6/2022 16:54:58 | I read what you write - that’s the only thing I comment on. Usually you know where folks stand (on the topic being discussed) by what they write.
It's not who (you think) you are - it's the arguments you put forward fella.
Not sure why you're hinting at whatever success you think you have had (whatever it maybe, am happy for you fella) - sounds more like you've run out of arguments.
P.S. In case I have missed you on Forbes - pls remind me with a fresh link. Ta |  tongosti | |
22/6/2022 15:49:23 | tongosti, assumptions are killers. You know nothing about me, any success I may have had or who I am.
Good luck.
No desire to influence anyone at any time for any reason - because I dont need to. Very liberating to be detached.
;) |  p1nkfish | |
22/6/2022 15:08:17 | I leave long term in one go investing (aka sit and pray) to you old chap. Haven't you seen enough brave souls on these boards doing exactly what you preach only to lose their shirts afterwards? Trading works differently but clearly you're opining on things you do not exactly understand. Good luck chap - you will need it. |  tongosti | |
22/6/2022 14:49:07 | Good luck, building stake in tranches as investment.
Keep ears tuned, eyes wide open and head on a swivel. |  p1nkfish | |
22/6/2022 14:18:24 | Depends on how you play the game.
Another one is adding up while in profit only AND on a continuing trend (up or down doesn’t matter). What may start as a negligible size (all positions should be so regardless of underlying liquidity truth be told - if one cares about managing risk of course) may end up being a multiple of what you mention.
Surprising I know but think about it. On a 100% price move, you may add up 5 to 8x the original amount ON THE HOUSE (if you disciplined with [and know how to get about] managing your risk).
Bonne chance
P.S. There are old traders and bold traders but no such thing as bold old traders. 100k's (or any significant portfolio %) in one go should be seen in this context. |  tongosti | |
22/6/2022 13:13:12 | Depends on the size of the stake. Easy to trade in and out unless allocating 100'sK on thinly traded stock. Some bargains around at the mo but try getting in at size on some of them.
Good luck. |  p1nkfish | |
22/6/2022 12:51:19 | Markets hardly miss "transformation" over a 12 year period. Re "future" transformation the key word is IF. Happy if it takes place of course - also dead certain I am not going to miss out on that one. Reason being Mr Market turns North if and when things look up. Been long and short this share several times over the years. Agnostic to underlying story, slave to the tape is my mantra. Good luck old chap. |  tongosti | |
22/6/2022 10:57:10 | Watch growth. Transformation has taken place. Will show through. |  p1nkfish | |
22/6/2022 10:38:49 | Maybe then maybe not. PS. IBM have tripped WB big time as a classic value trap. Hardly drawing a parallel but am sure you get my gist. |  tongosti | |
22/6/2022 10:11:42 | The good news is - much more value for the price now than then. Considerable positive change over the past 12 years. 12 yrs ago I wouldn't have paid what I just have paid but happy to do so now. Patience. |  p1nkfish | |
22/6/2022 08:40:30 | I note the price was first at this level in Dec 2010. 12 years ago. Once you adjust for inflation (forget about benchmarking to wider equity indices as the comparison is horrifying) and one has lost big money on this baby. So much for the proverbial "long term" as practiced by Joe Gamblers of the world. |  tongosti | |
20/6/2022 14:37:39 | What the wise does in the beginning the fool does in the end. Howard Marks |  tongosti | |
20/6/2022 09:05:32 | I thought we might see the distribution of Verici shares brought to conclusion.
It would thus be good for EKF shareholders if Verici can effectively break its poor share price performance to date!
My comment today from the Verici thread -
Staying with what really matters -
There has been a relatively small delay in the Clarava results, and having looked more closely at the limited competition e.g. I highlight Care Dx results further above, and the most recent findings that I could source for Eurofins TruGraf(2021) in a somewhat limited study, resulted in a PPV of 35% and a NPV of 81%. The Authors concluded that overall, investigation of TruGraf’s performance, including long-term clinically meaningful outcomes, in the setting of a randomized clinical trial is warranted. (Several observational cohort studies are underway to continue to establish and characterize the TruGraf’s clinical utility, including a 24-month, 2000 participant study with clinically relevant outcomes).
Tuteva's results, demonstrating a Positive Predictive Value ("PPV") of 60% and Negative Predictive Value ("NPV") of 80%, appears to indeed be superior to currently available kidney transplant blood tests without enhancement from clinical features, and in a broad validation population.
The first two Verici tests, if finally validated and approved, would appear to set Verici apart from the current kidney rejection testing players. Protega, Verici's third test for fibrosis is in development. "Maintain momentum on the development of the Company’s third product, Protega™, to maximise the efficiency gains in using existing validation sites set up for the Company’s two lead products, Clarava™ and Tuteva™"
Clarava is a first-of-its kind prognostic test and currently has no competition, and away from the traditional transplant testing companies, one assumes that such a test could also be potentially very valuable to the likes of Davita (Renalytix already has an established relationship with Davita). And being a novel test, I imagine that the clinical validation results were, and still are, keenly awaited.
The Presentation indicated that they are a little delayed with Clarava, but expect to be able to report the results in the next "few weeks", but it's not currently holding Verici back in terms of their accelerated commercialisation plans for this test.
Whilst Tuteva has some competition, the results for Tuteva look set to make it disruptive to highly disruptive to the other existing players.
The overall fall in Verici's value and the planned acceleration of commercialisation arguably puts Verici in play and in danger of becoming a takeover target at a relatively low valuation, with the recent drop of over 30% perhaps providing a catalyst.
CareDx had Cash and cash equivalents of $348.5 million as of December 31, 2021.
At December 31, 2021, Natera held approximately $914.5 million in cash, cash equivalents, short-term investments and restricted cash
Eurofins (more than just transplantation) has substantial financial capacity supporting an ongoing and relatively aggressive M&A strategy
Execution and development risk remain the main risks for Verici, but arguably there has been solid progress to date, and the pace of commercialisation is being accelerated.
According to the recent presentation, the near term news flow will come from Clarava.
I am 'guessing' that other news from partnerships might also realistically be on the cards, as it is perhaps somewhat more random in terms of timing, but the results from Tuteva, and indeed Clarava, might provide impetus in this regard. |  wan | |