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St. Louis Bob

By St. Louis Bob,
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Todem
Todem

Trying to time bottoms is very hard. If you believe in the company long term I feel this price is a very strong entry point long term. Set it and forget for a while. When it doubles....take your

David Dodds
David Dodds

I will make a wager. If this stock hits $420.69 before this earnings call on March 31st, I will pass out 100 FBG subscriptions to the gents in the stock thread.

Studs & Duds
Studs & Duds

sponks

McBokonon

McBokonon

Posted
Posted
3 minutes ago, Todem said:

EBS......great price here. Ignore the noise. GREAT COMPANY.

Is it just "noise?" Seriously asking - small cap with a history of quality control problems.

Quote

But the company has been cited repeatedly by the Food and Drug Administration for problems such as poorly trained employees, cracked vials and mold around one of its facilities, according to records obtained by The Associated Press through the Freedom of Information Act. The records cover inspections at Emergent facilities since 2017.

Quote

The FDA inspected Emergent’s Bayview plant in April 2020, just as the agreement with J&J was being announced. The federal agency criticized the company for problems with its testing of a potential treatment for anthrax, according to the records obtained by the AP. The FDA’s lead investigator cited the company for failing to train employees “in the particular operations they perform as part of their function and current good manufacturing practices.”...

Quote

The inspection was the most recent in a series of critical reports from the FDA about Emergent, including one following a December 2017 inspection at a plant in Canton, Massachusetts, in which the FDA said the company hadn’t corrected “continued low-level mold and yeast isolates” found in the facility. Nearly a year later, agency investigators questioned why Emergent had “an unwritten policy of not conducting routine compliance audits” at a separate plant in Baltimore, known as Camden, where an anthrax vaccine is filled into vials.

 

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Posted
Posted (edited)
1 hour ago, BassNBrew said:

Trimmed some SE at $238 to buy EBS at $81.19.  Thanks to all staying on top of this stuff.

Added to my notebook. 😄
in for some EBS too. 

Edited by One
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stbugs

stbugs

Posted
Posted

Great day but a little bittersweet. Feel like I missed some good buy points but honestly, the cash I would have spent (never planned to go to zero cash) was only around 3-4% of my entire portfolio so I’ll take an almost 3% overall up day and not worry about the 0.1 to 0.2% gain I missed. The market has still been bouncing so much that I wouldn’t be shocked to see it retreat a bit anyway.

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pecorino

pecorino

Posted
Posted
18 minutes ago, KGB said:

In!  $81.76!

In EBS with two $50 calls for May at $32.50 per. I'll go with some leverage on this one even though I know todem pegs it as a long term play. I'm counting on this being an anomalous event with a quick recovery.

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jamny

jamny

Posted
Posted
6 minutes ago, stbugs said:

Great day but a little bittersweet. Feel like I missed some good buy points but honestly, the cash I would have spent (never planned to go to zero cash) was only around 3-4% of my entire portfolio so I’ll take an almost 3% overall up day and not worry about the 0.1 to 0.2% gain I missed. The market has still been bouncing so much that I wouldn’t be shocked to see it retreat a bit anyway.

Kinda pivotal day for me. If S&P can hold 4 and the Dow 33, I'll be feeling confident. Even the Naz nearing the monthly highs should be interesting to watch. Hopefully today stays up where it is or higher.

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Steeler

Steeler

Posted
Posted
14 minutes ago, pecorino said:

In EBS with two $50 calls for May at $32.50 per. I'll go with some leverage on this one even though I know todem pegs it as a long term play. I'm counting on this being an anomalous event with a quick recovery.

I can't see these on yahoo finance to figure out what you did :)

I think you sold 2 calls with 50 strike price and someone bought them for $650 - yes?

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Todem

Todem

Posted
Posted

EBS

QS

BLDP

 

These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. 

I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. 

 

Stay tuned.

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Todem

Todem

Posted
Posted (edited)
1 hour ago, McBokonon said:

Is it just "noise?" Seriously asking - small cap with a history of quality control problems.

 

I will preface this with "I am not trying to be snarky in any way (with text you can’t hear my tone)"

 

When I say noise.....I mean that. BA had all kinds of noise back in March 2020 The stock was behaving like no one will ever buy a plane from them again and they will go under.

I pounded the table about buying in the low 100’s even screaming about it when it was around 100 a share at one brief moment.

Fast forward to today. 

There was a ton of noise. Legit concerns.....just like now on EBS. But when I have conviction.....I make the big boy decisions to buy when people are running for the hills.

That is conviction. 

It is how I have always been with stocks. Most of the time.....I have won. Do we lose a few? Of course. But that is how it goes. No one can bat 1000.

I am not advocating dropping in 50% of your portfolio in this stock. Hell you should never be more than 5% weighted in any one company in my opinion. 10% max for the highest risk tolerance.....and that is really pushing it IMO. 

So yes.

EBS

BUY BUY BUY BUY

Block out the noise and go long. 

Edited by Todem
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pecorino

pecorino

Posted
Posted
41 minutes ago, Steeler said:

I can't see these on yahoo finance to figure out what you did :)

I think you sold 2 calls with 50 strike price and someone bought them for $650 - yes?

I bought two EBS calls for May with a strike price of $50 and paid $32.50 (or $3250) each for them. That gets me the equivalent of 200 shares but ponying up only $6500 for them. Since the stock is trading around $80, had I bought $6500 worth of stock, it would amount to about 80 shares, not 200, so I've got about 2.5X leverage. In other words, if it drops eight more points (or another 10%), it's going to ding me at least 25% but if it goes up eight points then I'd get more like 25% of a gain. I see that it is down to $79 and may pull the trigger on one more call if they're cheaper yet.

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BassNBrew

BassNBrew

Posted
Posted
25 minutes ago, Todem said:

EBS

QS

BLDP

 

These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. 

I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. 

 

Stay tuned.

Todem Woods

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pecorino

pecorino

Posted
Posted
29 minutes ago, Todem said:

EBS

QS

BLDP

 

These are the most speculative positions in my portfolio. So don’t fret with the gyrations. All are long term plays for me. 

I am doing some heavy research on another emerging sector and will eventually let you guys know what I am doing in the space of "Crisper" Bio Technology. Basically there are 6 big players here. So I am doing my due diligence on all of them. My plan is to create a 6 position ETF per say and weight them accordingly based on my conviction in each. 

 

Stay tuned.

Great post. Question: Do you know PRIM at all? Looking at it as a long term infrastructure play. Seems reasonably priced.

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Bob Sacamano

Bob Sacamano

Posted
Posted

So, does EBS basically boil down to the US isn't going to stop buying Anthrax vaccines? Because the re-evaluation of the national stockpile and the prospect of cutting back the amount we're buying would concern me more than the QC stuff.

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Steeler

Steeler

Posted
Posted
38 minutes ago, pecorino said:

I bought two EBS calls for May with a strike price of $50 and paid $32.50 (or $3250) each for them. That gets me the equivalent of 200 shares but ponying up only $6500 for them. Since the stock is trading around $80, had I bought $6500 worth of stock, it would amount to about 80 shares, not 200, so I've got about 2.5X leverage. In other words, if it drops eight more points (or another 10%), it's going to ding me at least 25% but if it goes up eight points then I'd get more like 25% of a gain. I see that it is down to $79 and may pull the trigger on one more call if they're cheaper yet.

When did you buy these?

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-OZ-

-OZ-

Posted
Posted
19 hours ago, BassNBrew said:

Sold the Kala I picked up two days ago for a 5% gain and the SE for a 10% gain.  Also trimmed Mara earlier.

 

Adding back the Kroger I sold yesterday $2 a share lower.

🤔 Does not compute

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urbanhack

urbanhack

Posted
Posted
4 minutes ago, Bob Sacamano said:

So, does EBS basically boil down to the US isn't going to stop buying Anthrax vaccines? Because the re-evaluation of the national stockpile and the prospect of cutting back the amount we're buying would concern me more than the QC stuff.

Happy birthday brohans.

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Bob Sacamano

Bob Sacamano

Posted
Posted

PLTR

*gasp* The CEO sold shares!

"Karp has 60.9 million stock options granted in 2009 with strike prices of 10.3 cents that will expire on Dec. 3, and another 8 million options granted in 2011 with a strike price of 85 cents that also expire Dec. 3.

Exercising those options will cost Karp $12.8 million. In return, he will receive stock worth $1.6 billion. That will create a mammoth tax bill and Karp is likely to sell a substantial portion of those shares this year to cover the liability."

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steelerfan1

steelerfan1

Posted
Posted
1 hour ago, Todem said:

I will preface this with "I am not trying to be snarky in any way (with text you can’t hear my tone)"

 

When I say noise.....I mean that. BA had all kinds of noise back in March 2020 The stock was behaving like no one will ever buy a plane from them again and they will go under.

I pounded the table about buying in the low 100’s even screaming about it when it was around 100 a share at one brief moment.

Fast forward to today. 

There was a ton of noise. Legit concerns.....just like now on EBS. But when I have conviction.....I make the big boy decisions to buy when people are running for the hills.

That is conviction. 

It is how I have always been with stocks. Most of the time.....I have won. Do we lose a few? Of course. But that is how it goes. No one can bat 1000.

I am not advocating dropping in 50% of your portfolio in this stock. Hell you should never be more than 5% weighted in any one company in my opinion. 10% max for the highest risk tolerance.....and that is really pushing it IMO. 

So yes.

EBS

BUY BUY BUY BUY

Block out the noise and go long. 

FOMO made me buy a tad more. I will hope we who are in the "This too shall pass" group are correct.

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pecorino

pecorino

Posted
Posted
41 minutes ago, Steeler said:

When did you buy these?

10:09AM. If you look on Yahoo Finance for the EBS calls, you will see them. I errantly wrote "May" in my original post but they are the September calls with $50 strike price. Sorry for the typo. Volume should be two as I am the only buyer at this point and the precise sale price was $32.47. I may buy one more, they seem like a good deal today.

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