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August 04, 2009 – Comments (38)

" ... and you are getting a transfer therefore of resources from the personal sector to the corporate sector ... "

 

good video with Nightingale addressing among other things the worries about sales numbers.












38 Comments – Post Your Own

#1) On August 04, 2009 at 1:57 PM, portefeuille (99.43) wrote:

Television Company Belo Corp. (BLC) Reports Results for Second Quarter 2009

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#276) On March 22, 2009 at 1:04 AM, portefeuille (99.99) wrote: BLC - 0.55 - outperform

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(from here)

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#2) On August 04, 2009 at 2:08 PM, portefeuille (99.43) wrote:

Stiglitz: America at "Serious Risk of Extended Malaise"

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#3) On August 04, 2009 at 2:29 PM, portefeuille (99.43) wrote:

Sector Snap: Priceline.com, Orbitz Worldwide rise

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#174) On March 12, 2009 at 2:49 PM, portefeuille (99.99) wrote: OWW - 1.42 - outperform

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#626) On July 30, 2009 at 3:39 PM, portefeuille (99.99) wrote: OWW - end outperform - 2.66 - new rating: market perform

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(from here)

 

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#4) On August 04, 2009 at 2:31 PM, portefeuille (99.43) wrote:

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...

Meanwhile, Moran also raised his rating on Orbitz to "Buy" from "Hold" and boosted his price target to $4 from $2, again pointing to Expedia's results. That implies shares have room to rise 53.8 percent from Friday's closing price of $2.60.

Moran said Orbitz's margins may also be boosted by cost-cutting.

Shares of Orbitz, which reports quarterly results on Wednesday, rose 39 cents, or 15 percent, to $2.99 in afternoon trading, and Expedia's stock gained 62 cents, or 3 percent, to $21.34.

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(from that article)

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#5) On August 04, 2009 at 3:48 PM, portefeuille (99.43) wrote:

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Form 8-K for XTENT INC
3-Aug-2009
Other Events


Item 8.01. Other Events.
On August 3, 2009, XTENT, Inc. (the "Company") held a special meeting of stockholders, at which the stockholders of the Company approved the voluntary dissolution and liquidation of the Company pursuant to a Plan of Complete Liquidation and Dissolution (the "Plan"). Pursuant to the Plan, the Company intends to file a certificate of dissolution (the "Certificate") with the Secretary of State of the State of Delaware as soon as reasonably practicable after the Company obtains the required revenue clearance certificate from the Department of Finance of the State of Delaware. The Company will be dissolved upon the effective date of the Certificate (the "Effective Date"), which may be the date on which the Certificate is filed or a later date specified in the Certificate. The Company intends to make a public announcement in advance of the anticipated Effective Date and to delist its Common Stock from the Nasdaq Global Market as of the Effective Date.
Pursuant to the Plan, the Company is also authorized to dispose of its remaining non-cash assets, on such terms and at such prices as the Company's board of directors, without further stockholder approval, may determine to be in the best interests of the Company and its stockholders, to pay or make reasonable provision to pay all claims against and obligations of the Company, to make such provisions as will be reasonably likely to be sufficient to provide compensation for any claim against the Company which is the subject of a pending action, suit or proceeding to which the Company is a party, to distribute on a pro rata basis to the stockholders of the Company the remaining assets of the Company, and, subject to statutory limitations, to take all other actions necessary to wind up and liquidate the Company's business and affairs.

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(from here)

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#30) On March 02, 2009 at 12:52 PM, portefeuille (99.99) wrote: XTNT - 0.40 - outperform

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(from here)

 

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#6) On August 04, 2009 at 3:55 PM, portefeuille (99.43) wrote:



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#7) On August 04, 2009 at 3:56 PM, portefeuille (99.43) wrote:

not for the "faint of heart", I guess ...

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#8) On August 04, 2009 at 4:07 PM, portefeuille (99.43) wrote:

52 week low/high $0.15/$2.69.

currently ca. $0.65.

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#9) On August 04, 2009 at 6:31 PM, TigerPack1 (99.17) wrote:

I would be willing to add your FACT selection to the TigerPackFund creation if we can snag it under $10 per share the next few days.  (I may buy the thing in the real world too the next week or so!)

If you like this idea, please email me at tigerpackfund@yahoo.com to make it official.

Otherwise, bring your 5 best ideas overall (shooting for strong accuracy and potential points) to the fund as soon as possible.  We need new/additional picks to keep things moving in the right direction.

-TigerPack

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#10) On August 04, 2009 at 6:32 PM, portefeuille (99.43) wrote:

Facet Biotech Reports Second Quarter 2009 Financial Results

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#8) On February 24, 2009 at 2:44 PM, portefeuille (99.99) wrote: FACT - 6.65 - outperform

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(from where all this stuff comes from ...)

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#11) On August 04, 2009 at 6:37 PM, portefeuille (99.43) wrote:

Mr. TigerPack,

this comes at a somewhat awkward moment. Have a look at comments #7,8 here.

The guy who does not like emails.

 

(but okay, I will send you one. promised.)

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#12) On August 04, 2009 at 11:06 PM, Tastylunch (29.54) wrote:

You really like FACT eh? Seems like you bring it up everywhere Port.

I think GMX has some fair criticism about concerning Klarman's motives.  That guy can be hard to read.

FACT defeinitley does look chepa on paper, tnot too many are that cheap anymore since the March lows (oh how I kick myslef for not getting in on XOHO.OB before Ichan corralled controlling interest)

I'm a RINO man myself, I'like the IBD/CANSLIM style blasters when they are working

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#13) On August 04, 2009 at 11:23 PM, portefeuille (99.43) wrote:

Well, actually I told solaris to "sell" 50% tomorrow in comment #7 here. He "bought" them at $8.29 (see here). And I made the "outperform" call in my list at $6.65 (see comment #10 above).

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#14) On August 04, 2009 at 11:33 PM, Tastylunch (29.54) wrote:

portefeuille

I think that's a good call, it's had quite a good run.

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#15) On August 05, 2009 at 1:00 AM, portefeuille (99.43) wrote:

sorted by point score

 



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#16) On August 05, 2009 at 1:35 AM, Tastylunch (29.54) wrote:

Why did you name one of your players "pulling?". Just curious

Not suprised by your total ownage Port/hans/mantil/Hdgf/Tirez etc

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#17) On August 05, 2009 at 1:44 AM, portefeuille (99.43) wrote:

tirezpour is actually a mistake. i like the movie Tirez sur le pianiste. And I only knew the German title "Schießen Sie auf den Pianisten". I thought that "shoot at" is "tirez pour" and not "tirez sur". so tirezpour is a grammatically handicapped tirezsur, I guess. Is there any way to change it? I hate it and it gives me a headache every time I see it.

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#18) On August 05, 2009 at 1:46 AM, portefeuille (99.43) wrote:

Actually a lot of things give me a headache, like this small "i" at the beginning of the second sentence in comment #17. I need to be able to correct my mistakes, hehe ...

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#19) On August 05, 2009 at 1:58 AM, Tastylunch (29.54) wrote:

portefeuille

ah that makes much more sense.

Is there any way to change it?

Yes, email TMFJake  or use the "contact us" tab and ask them to change it for you (to whatever you desire).

Abitare has changed his user name at least twice to my knowledge (originally he was Abitarecatania, then AresFinancial now Abitare).

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#20) On August 05, 2009 at 2:06 AM, portefeuille (99.43) wrote:












 



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#21) On August 05, 2009 at 2:15 AM, portefeuille (99.43) wrote:

Great, thank you!

You might enjoy the video above with the slightly confused analyst. I liked the FTSE ST Small Cap Index that is shown towards the end of the video. The chart is from here.

Maybe not really confused but somehow I got the impression that he would have really smart things to say but that he recognises that it is just a rally and there is not much more to say about it. He somehow shook his head when he mumbled something about Chinese shares trading at 3x book value I think. Oh well ...

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#22) On August 05, 2009 at 10:27 AM, portefeuille (99.43) wrote:

NOVAVAX Achieves Pandemic H1N1 Influenza Production Milestone

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Novavax says can ready H1N1 vaccine within 11 weeks

Wed Aug 5, 2009 9:00am EDT

* Says can produce vaccine 11 weeks from gene sequence

* Says adhered to current good-manufacturing practices

* Plans to produce more batches for human testing

* Shares up more than 20 pct in pre-market trade

Aug 5 (Reuters) - Novavax Inc (NVAX.O) said it could manufacture its vaccine candidate for the new strain of H1N1 influenza virus within 11 weeks of receiving the gene sequence from the U.S. Centers for Disease Control, sending its shares up more than 20 percent in trading before the bell.

Production of the vaccine was carried out at Novavax's new facility in Rockville, Maryland, in accordance with current good-manufacturing (GMP) practices laid down by health regulators, the company said.

"Demonstration of our ability to construct and produce GMP-quality influenza vaccine within 12 weeks under real pandemic conditions is an important and successful test of our VLP technology," Jim Robinson, vice president of manufacturing and quality operations at Novavax, said in a statement.

The company's virus-like particle technology uses a mimic or decoy of the virus to shorten the time to develop a vaccine for a new viral strain.

Novavax has completed a Phase I/IIa clinical study with a H5N1 influenza VLP vaccine candidate and is currently in mid-stage trials with a VLP based seasonal flu vaccine candidate.

Shares of the company were up $1.07 in pre-market trade. They closed at $4.63 Tuesday on Nasdaq. (Reporting by Anand Basu in Bangalore; Editing by Anthony Kurian)

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#64) On March 05, 2009 at 10:27 AM, portefeuille (99.99) wrote: NVAX - 0.65 - outperform

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#549) On July 11, 2009 at 9:48 AM, portefeuille (99.99) wrote: NVAX - end outperform - 2.58 - no new rating

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#23) On August 05, 2009 at 11:11 AM, portefeuille (99.43) wrote:

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Anesiva, Inc. and Arcion Therapeutics Announce Merger Agreement-

Creates New Company Focused on Targeted Pain Therapeutics that Address Large Markets With Unmet Needs - - Conference Call Scheduled for Wednesday, August 5, 2009 at 8:30 AM EDT - Press Release Source: Anesiva, Inc. On Wednesday August 5, 2009, 7:05 am EDT

SOUTH SAN FRANCISCO, Calif., and BALTIMORE, Aug. 5 /PRNewswire-FirstCall/ -- Anesiva, Inc. (Nasdaq: ANSV - News) and Arcion Therapeutics, Inc., a privately held company, announced today the signing of a definitive merger agreement. The merger will result in a public company with a portfolio of late-stage targeted pain therapeutics. The merger transaction, approved by both companies' Boards of Directors, will combine the companies under the name of Arcion Therapeutics, and is expected to close in the third quarter of 2009. Upon closing of the merger, Arcion and Anesiva shareholders will own approximately 64% and 36%, respectively, of the outstanding shares of the combined company. Closing of the merger is contingent upon, among other conditions, a vote of approval by Anesiva's current shareholders.

The proposed merger of Anesiva and Arcion creates a highly synergistic company with a pipeline comprised of late-stage programs that address large markets with unmet needs, such as neuropathic pain, moderate-to-severe osteoarthritis and post-operative pain. Anesiva's Adlea(TM) (capsaicin) for post-operative pain completed two Phase 3 trials last year, and Arcion's ARC-4558 (0.1% topical clonidine gel) is currently in Phase 2b for painful diabetic neuropathy (PDN). Other development programs include Arcion's ARC-2022, a topical drug for post-herpetic neuralgia, which is currently in late-stage preclinical development.

"This merger and the synergies that it offers present an exciting new opportunity for Anesiva investors. The combined company will have the financial resources, pipeline of products and the management team to maximize shareholder value going forward," said Michael Kranda, Chief Executive Officer of Anesiva. "Because of the focus of our product portfolio and the strength of the combined team of executives and advisors, we believe that we can operate under a virtual, cost-efficient business model that will create many value-driving milestones."

"There is a tremendous need to create drugs that treat pain where the pain signal originates and we believe that our targeted treatments will address the shortcomings of current therapies, including addiction, systemic side-effects, insufficient efficacy, and frequent or inconvenient dosing," said James Campbell, M.D., Chief Executive Officer of Arcion. "Merging with Anesiva creates a portfolio of late-stage product candidates with extensive safety and efficacy databases that could fulfill many unmet needs in the U.S. prescription pain market. "

Details on the Proposed Transaction

Upon closing of the merger, Anesiva will issue shares of Anesiva common stock to Arcion stockholders such that Arcion stockholders will own approximately 64% of the outstanding shares of the combined company and Anesiva stockholders will own approximately 36% of the outstanding shares of the combined company. The transaction contemplates a reverse stock split ranging from one-for-30 to one-for-50, subject to approval from Anesiva's shareholders. The transaction also contemplates that Anesiva will repay holders (the "January 2009 Holders") approximately $6.3 million of principal amount outstanding of its securities issued pursuant to a securities purchase agreement, dated January 20, 2009, at 100% of the principal plus interest. Subject to consummation of the merger, the January 2009 Holders have agreed to reinvest all of the principal and interest they receive in Anesiva common stock at a price of .30 per share. The combined company also intends to raise at least $20 million in an equity financing, to close simultaneously with the merger. The merger agreement has been approved by both Boards of Directors and Arcion shareholders, and requires approval by Anesiva's shareholders. Anesiva expects to file a proxy statement with the U.S. Securities and Exchange Commission shortly, as well as any other necessary regulatory filings. The companies currently expect the merger to close in the third quarter of 2009.

Management and Organization

Executive management for the combined company will include the following individuals:

Michael L. Kranda: Chief Executive Officer; current Chief Executive Officer of AnesivaJames N. Campbell. M.D.: Chief Medical Officer; current Chief Executive Officer of Arcion John H. Tran: Vice President, Finance and Chief Accounting Officer; current Vice President, Finance and Chief Accounting Officer of AnesivaKerrie L. Brady, M.B.A.: Chief Business Officer; current Chief Operating Officer of Arcion
The combined company's Board of Directors will consist of Michael L. Kranda, current CEO of Anesiva; John F. Hamilton, Independent Director; Arnold L. Oronsky, Ph.D., General Partner, InterWest Partners; James N. Campbell, M.D., current CEO of Arcion; and David J. Collier, M.D., Managing Director, CMEA Capital, who will also serve as Chairman of the Board.

Conference Call Information

A joint conference call will be held on Wednesday, August 5th at 8:30 AM EDT to discuss the merger agreement and the combined business and strategic overview of the merged companies. The conference call webcast may be accessed by visiting www.Anesiva.com. Following the filing of the conference call transcript with the SEC, the webcast will be available for one year and telephone replay will be available for two weeks.

Callers may also access the call with the following dial-in information:

For U.S. callers: 877-440-5796For international callers: 719-325-4851

Callers may access the replay with the following dial-in information:

For U.S. callers: 888-203-1112For international callers: 719-457-0820Passcode: 1846287

About ARC-4558

Arcion's lead clinical program, ARC-4558, is a 0.1% gel formulation of clonidine hydrochloride for topical administration. ARC-4558 targets peripheral a2 adrenoreceptors to relieve pain caused by damaged nerves in the skin. ARC-4558 is currently in a Phase 2b clinical trial for the treatment of painful diabetic neuropathy. Arcion expects data from a Phase 2b clinical trial in the first half of 2010. Arcion recently presented data at the American Pain Society from a Phase 2 study with ARC-4558 showing that the 0.1% formulation of clonidine reduced pain, from baseline, equal to currently approved oral drugs.

About Adlea

Anesiva's lead product candidate, Adlea, is a novel small molecule formulation of capsaicin that is currently in development for the management of acute pain following orthopedic surgeries. Adlea has been shown in clinical trials to provide extended pain relief after only a single administration in multiple indications for site-specific, acute and chronic, moderate-to-severe pain.

In December 2008, Anesiva announced that a Phase 3 clinical trial of Adlea achieved its primary efficacy endpoint of reduced post-surgical pain versus placebo (p=0.03) following total knee arthroplasty (TKA) at four to 48 hours after surgery. The trial also met its key secondary endpoint with Adlea demonstrating a highly significant reduction in opioid medication consumption compared to placebo (p=0.005). The Phase 3 TKA trial, known as ACTIVE-2, also showed that Adlea's safety profile of adverse events, wound healing, and wound sensory function were similar to placebo over the study duration.

About Anesiva, Inc.

Anesiva seeks to be a leader in the development and commercialization of novel pharmaceutical products for pain management. The company's lead product candidate is Adlea, a novel small molecule formulation of capsaicin that is currently in development for the management of acute pain following orthopedic surgeries. Adlea has been shown in clinical trials to provide extended pain relief after only a single administration in multiple indications for site-specific, acute and chronic, moderate-to-severe pain. www.Anesiva.com

About Arcion Therapeutics

Arcion Therapeutics applies breakthroughs in neuroscience to advance the treatment of chronic pain. The company focuses on innovative topical treatments to provide pain relief with convenient application and reduced systemic side effects. Arcion's product pipeline comprises multiple candidates to treat neuropathic pain. www.Arciontherapeutics.com

Forward-Looking Statements and Other Legal Info.

This press release includes forward-looking statements within the meaning of the safe harbor provisions of the United States Private Securities Litigation Reform Act of 1995. Words such as "expect," "estimate," "project," "budget," "forecast," "anticipate," "intend," "plan," "may," "will," "can," "could," "should," "believes," "predicts," "potential," "continue," and similar expressions are intended to identify such forward-looking statements. Forward-looking statements in this press release include, without limitation, forecasts of product development, FDA filings, benefits of the proposed merger, potential transaction timing, and other matters that involve known and unknown risks, uncertainties and other factors that may cause actual results, levels of activity, performance or achievements to differ materially from results expressed or implied by this press release. Such risk factors include, among others: difficulties encountered in integrating merged businesses; uncertainties as to the timing of the merger; approval of the transaction by the stockholders of Anesiva; the satisfaction of closing conditions to the transaction; whether certain market segments grow as anticipated; clinical trial results; the competitive environment in the biotechnology industry; and whether the companies can successfully develop new products and the degree to which these gain market acceptance. Actual results may differ materially from those contained in the forward-looking statements in this press release. Additional information concerning these and other risk factors is contained in Anesiva's Annual Report on Form 10-K for the year ended December 31, 2008 and most recently filed Quarterly Report on Form 10-Q.

Anesiva undertakes no obligation and does not intend to update these forward-looking statements to reflect events or circumstances occurring after this press release. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this press release. All forward-looking statements are qualified in their entirety by this cautionary statement.

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archived conference call

Anesiva and Arcion Therapeutics Announce Merger Agreement
Wed, Aug 5, 2009, 8:30 am Eastern

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#24) On August 05, 2009 at 11:18 AM, portefeuille (99.43) wrote:



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#315) On March 25, 2009 at 10:06 AM, portefeuille (99.99) wrote: ANSV - 0.28 - outperform

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(from here)

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#25) On August 05, 2009 at 11:42 AM, portefeuille (99.43) wrote:

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Google to Acquire On2 Technologies Press Release Source: Google Inc. On Wednesday August 5, 2009, 8:01 am EDT

CLIFTON PARK, N.Y. and MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--On2 Technologies, Inc. (NYSE Amex: ONT) and Google Inc. (NASDAQ:GOOG - News) jointly announced today that they have entered into a definitive agreement under which Google will acquire On2, a leading developer of video compression technology. Under the terms of the agreement, each outstanding share of On2 common stock will be converted into $0.60 worth of Google class A common stock in a stock-for-stock transaction. The transaction is valued at approximately $106.5 million.

“Today video is an essential part of the web experience, and we believe high-quality video compression technology should be a part of the web platform,” said Sundar Pichai, Vice President, Product Management, Google. “We are committed to innovation in video quality on the web, and we believe that On2’s team and technology will help us further that goal.”

“We’re thrilled that On2 is joining one of the world’s most innovative companies,” said Matt Frost, interim CEO of On2. “After intensive review of On2 products, Google confirmed our long-held beliefs as to the quality of our video technologies. This transaction is a testament to the hard work of every On2 employee and the strongest possible endorsement of our products and people. On2 will continue to improve, support and sell our products throughout the transition. We believe that Google shares our ambitions and know that our products and expertise, combined with Google’s globally recognized brand, ingenuity and resources, will create an incredible team.”

The number of shares of Google class A common stock to be received by On2 stockholders will be determined by dividing $0.60 per share by the volume weighted average trading price of a share of Google class A common stock based on the sales price of every share of Google class A common stock traded during the twenty trading-day period ending on and including the second trading day prior to the date of the meeting of On2’s stockholders to consider and vote on the merger agreement.

$0.60 per share represents a premium of approximately 57% over the closing price of On2’s common stock on the last trading day immediately prior to the announcement of the transaction, and a premium of approximately 62% over the average closing price of On2’s common stock for the six month period immediately prior to the announcement of the transaction.

The transaction, which is subject to On2 stockholder approval, regulatory clearances and other closing conditions, is expected to close in the fourth quarter of 2009.

Wilson Sonsini Goodrich & Rosati and Potter Anderson & Corroon served as legal counsel to Google, and Credit Suisse provided M&A advisory services to Google. Covington Associates, LLC served as financial advisor to On2 and its board of directors and Duff & Phelps, LLC served as an independent financial advisor to On2’s board of directors, and each of them provided an opinion as to the fairness, from a financial point of view, to the public stockholders of On2 of the exchange ratio in the proposed transaction. Hogan & Hartson LLP and Richards, Layton & Finger served as legal counsel to On2.

About On2 Technologies, Inc.

On2 (NYSE Amex: ONT) creates advanced video compression technologies that power the video in today’s leading desktop and mobile applications and devices. On2 customers include Adobe, Skype, Nokia, Infineon, Sun Microsystems, Mediatek, Sony, Brightcove, and Move Networks. On2 Technologies is headquartered in Clifton Park, NY USA. For more information, visit www.on2.com or www.on2.cn.

About Google Inc.

Google’s innovative search technologies connect millions of people around the world with information every day. Founded in 1998 by Stanford Ph.D. students Larry Page and Sergey Brin, Google today is a top web property in all major global markets. Google’s targeted advertising program provides businesses of all sizes with measurable results, while enhancing the overall web experience for users. Google is headquartered in Silicon Valley with offices throughout the Americas, Europe and Asia. For more information, visit www.google.com.

Caution Concerning Forward-Looking Statements

This document includes certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected timing of the acquisition, Google’s and On2’s ability to close the acquisition, Google’s ability to integrate On2’s technology and employees, and the expected benefits of the acquisition, including that the acquisition will further Google’s goal to enhance the web experience with video. These statements are based on the current expectations or beliefs of managements of Google Inc. and On2 Technologies, Inc., and are subject to uncertainty and changes in circumstances. Actual results may vary materially from those expressed or implied by the statements herein due to (1) changes in economic, business, competitive, technological and/or regulatory factors, (2) failure to receive the required stockholder and regulatory approval for the acquisition, (3) failure to compete successfully in this highly competitive and rapidly changing marketplace, (4) failure to retain key employees, and (5) other factors affecting the operation of the respective businesses of Google and On2. More detailed information about these and other factors that may affect current expectations may be found in filings by Google or On2, as applicable, with the Securities and Exchange Commission, including their respective most recent Annual Report on Form 10-K and Quarterly Report on Form 10-Q. Google and On2 are under no obligation to, and expressly disclaim any such obligation to, update or alter their respective forward-looking statements, whether as a result of new information, future events, or otherwise.

Additional Information and Where to Find It

Google plans to file with the Securities and Exchange Commission (the “SEC”) a Registration Statement on Form S-4 in connection with the transaction, which will include a Proxy Statement of On2 that also constitutes a Prospectus of Google. On2 will mail the Proxy Statement/Prospectus to its stockholders in connection with the transaction. The Registration Statement and the Proxy Statement/Prospectus will contain important information about Google, On2, the transaction and related matters. Investors and security holders are urged to read the Registration Statement and the Proxy Statement/Prospectus carefully when they are available. Investors and security holders will be able to obtain free copies of the Registration Statement and the Proxy Statement/Prospectus and other documents filed with the SEC by Google and On2 through the web site maintained by the SEC at www.sec.gov and by contacting Google Investor Relations at +1-650-253-7663 or On2 Investor Relations at +1-518-881-4299. In addition, investors and security holders will be able to obtain free copies of the documents filed with the SEC on Google’s website at investor.google.com and on On2’s website at www.on2.com.

Participants in the Solicitation

Google, On2 and their respective directors and executive officers may be deemed to be participants in the solicitation of proxies in respect of the proposed transaction. Information regarding Google’s executive officers and directors is included in Google’s definitive proxy statement, which was filed with the SEC on March 24, 2009, and information regarding On2’s executive officers and directors is included in On2’s definitive proxy statement, which was filed with the SEC on April 7, 2009. The Proxy Statement / Prospectus for the proposed transaction will provide more information about participants in the solicitation of proxies from On2 stockholders, which participants may have interests different from On2 stockholders generally. You can obtain free copies of these documents from Google or On2 using the contact information above.

Google is a registered trademark of Google Inc. All other company and product names may be trademarks of the respective companies with which they are associated.

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#27) On March 02, 2009 at 10:31 AM, portefeuille (99.99) wrote: ONT - 0.33 - outperform

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#554) On July 12, 2009 at 8:04 AM, portefeuille (99.99) wrote: ONT - end outperform - 0.41 - no new rating

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#26) On August 05, 2009 at 12:46 PM, portefeuille (99.43) wrote:

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Well, actually I told solaris to "sell" 50% tomorrow in comment #7 here. He "bought" them at $8.29 (see here). And I made the "outperform" call in my list at $6.65 (see comment #10 above).

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(see comment #13 above)

 

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#7) On August 04, 2009 at 6:26 PM, portefeuille (99.99) wrote: Solaris, I don't want to get on your nerves, but now that FACT has done Alright lately you could sell 50% of the shares (i.e. 118 shares) with a limit of $10.50. It might have a chance of getting there tomorrow ...

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(from here)

 



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#27) On August 05, 2009 at 3:11 PM, portefeuille (99.43) wrote:

Boston Beer Reports Second Quarter 2009 Results

 

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#300) On March 23, 2009 at 10:47 AM, portefeuille (99.99) wrote: SAM - 18.67 - outperform

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#569) On July 13, 2009 at 8:04 AM, portefeuille (99.99) wrote: SAM - end outperform -29.14 - no new rating

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currently ca. $36.21.

 

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#28) On August 05, 2009 at 10:50 PM, portefeuille (99.43) wrote:

Stiglitz Says U.S. Facing a ‘Very Slow’ Recovery From Recession

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#29) On August 05, 2009 at 11:26 PM, portefeuille (99.43) wrote:

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Commtouch Reports an Increase in Net Income to $1 Million in the Second Quarter of 2009

Board Approves Addition of $1 Million to Share Repurchase Program

Press Release Source: Commtouch Software Ltd. On Wednesday July 29, 2009, 4:00 am EDT
SUNNYVALE, Calif.--(BUSINESS WIRE)--Commtouch® (NASDAQ:CTCH - News), a leading messaging and Web security technology provider, today announced its second quarter 2009 results.
Second Quarter 2009 Financial Highlights:
Revenues for the second quarter of 2009 increased by 5% to $3,733 thousand compared to $3,568 thousand in the second quarter of 2008. Net income in accordance with US Generally Accepted Accounting Principles (US GAAP) for the second quarter of 2009 was $696 thousand, as compared with $582 thousand in the second quarter of 2008. Non-GAAP net income for the second quarter of 2009 was $1,027 thousand, as compared with non-GAAP net income of $938 thousand for the second quarter of 2008. Non-GAAP net income for the second quarter of 2009 excludes $331 thousand of stock-based compensation expenses, recorded in accordance with Financial Accounting Standards No. 123R. Deferred Revenues (long-term and short-term) as of June 30, 2009 amounted to $2,776 thousand, compared to $2,976 in deferred revenues as of December 31, 2008. Operating cash flow for the second quarter of 2009 was $773 thousand, compared to $591 thousand in the second quarter of 2008. The Company made a $477 thousand follow-on investment in Mirapoint, a secure messaging and archiving vendor and an OEM licensee. This is the Company’s second investment in Mirapoint, bringing the total to date that the Company has invested to $1.2 million. During the second quarter of 2009, the company continued executing its share buy-back program. As of June 30, 2009, the company had used a total of $2,788 thousand out of the original buy-back program of $4 million for the repurchase of 1,463 thousand shares at an average price of $1.91. The company intends to continue to implement the buy-back program under the guidance of its Board of Directors, which decided to increase the program by $1 million (bringing the total in the program to $5 million). The parameters for the program announced in the company’s press release of July 30, 2008 remain applicable to this additional allocation. Cash, short-term cash deposits and marketable securities as of June 30, 2009, amounted to $16,058 thousand, compared to $16,401 thousand as of December 31, 2008. The change is primarily the result of the positive operating cash flow as offset by the above-mentioned investment in Mirapoint and the buy-back program. The Company signed agreements with eight new OEM partners during the second quarter, resulting in a total of 125 OEM partners using Commtouch messaging and/or Web security technologies.
“In the second quarter, we met or exceeded all of the operational and financial goals we had set for ourselves,” commented Gideon Mantel, chief executive officer and chairman of the board. “We achieved our revenue goals, our operating expense targets, our planned number of new customers, the number of deals signed for the new Web security product and our buy-back plan objectives. In fact, the second quarter is the best we have ever had in terms of non-GAAP profit. Looking ahead, our improving results plus the growing sales of our new Web security product indicate that the next quarter will be even stronger.”
Business Outlook
Based on current business activities and general economic conditions, Commtouch's management reiterates its full year 2009 guidance, as follows:
Full year 2009 revenues are expected to grow to between $15 million and $16 million. Net income for 2009 is expected to be approximately $4 million on a non-GAAP basis.
The above outlook is as of the date of this release, and the company undertakes no obligation to update its estimates in the future.
Use of Non-GAAP Measures
Commtouch’s non-GAAP net income differs from results reported under U.S. GAAP due to non-cash items; since it is too early to determine the impact of stock-based compensation expense for the rest of the 2009 year, Commtouch is not providing guidance on GAAP net income. Stock-based compensation expense has a negative impact on net income.
This press release includes financial measures for net income (loss), basic and diluted earnings per share that exclude stock-based compensation expenses and are therefore not calculated in accordance with generally accepted accounting principles (GAAP). Management believes that these non-GAAP financial measures provide meaningful supplemental information regarding our performance that enhances management's and investors' ability to evaluate the company's net income or loss and earnings or loss per share and to compare it with historical net income or loss and earnings or loss per share.
The presentation of this non-GAAP financial information is not intended to be considered in isolation or as a substitute for the financial information prepared and presented in accordance with GAAP. Management uses both GAAP and non-GAAP measures when evaluating the business internally and therefore felt it important to make these non-GAAP adjustments available to investors.
Financial Results Conference Call
The company has scheduled a conference call later today, Wednesday, July 29, 2009 at 11 a.m. ET.
To participate in the call, please dial one of the following numbers ten minutes prior to the start time of the call:
U.S.: 1 888 281 1167; ISRAEL: 03 918 0644;
INTERNATIONAL: +972 3 918 0644.
For those unable to listen to the live call, a replay of the call will be available the day after the call in the investor relations section of Commtouch’s website, at: www.commtouch.com/investor-relations.
 

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#250) On March 17, 2009 at 8:47 PM, portefeuille (99.98) wrote: CTCH - 1.85 - outperform

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#30) On August 05, 2009 at 11:50 PM, portefeuille (99.43) wrote:

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a guide to my blog posts can be found in the comment section to this post

(should be or should be close to the last comment)                                                                

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#31) On August 06, 2009 at 2:09 AM, portefeuille (99.43) wrote:












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#32) On August 06, 2009 at 7:37 AM, portefeuille (99.43) wrote:












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#33) On August 06, 2009 at 8:18 AM, portefeuille (99.43) wrote:












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#34) On August 06, 2009 at 8:33 AM, portefeuille (99.43) wrote:

Canadian Solar Reports Second Quarter 2009 Results

 

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#344) On March 26, 2009 at 12:47 PM, portefeuille (99.98) wrote: CSIQ - 6.06 - outperform

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#659) On August 06, 2009 at 1:32 AM, portefeuille (99.98) wrote: CSIQ - end outperform - 16.12 - new rating: market perform

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#668) On August 06, 2009 at 8:27 AM, portefeuille (99.98) wrote: #659 pre-market first price quote is $17.50.

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currently at ca. $19.90.

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#35) On August 06, 2009 at 8:36 AM, portefeuille (99.43) wrote:

IncrediMail Reports Record Quarter; $6.7 Million Revenues and $2.4 Million Net Income in Second Quarter of 2009

 

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#519) On June 01, 2009 at 9:58 PM, portefeuille (99.98) wrote: MAIL - 5.00 - outperform

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#643) On August 01, 2009 at 9:10 PM, portefeuille (99.98) wrote: MAIL - end outperform - 6.68 - new rating: market perform

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currently at ca. $7.50.

 

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#36) On August 06, 2009 at 10:21 AM, portefeuille (99.43) wrote:

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MBIA Inc. Provides First Half 2009 Financial Update

Press Release Source: MBIA, Inc. On Wednesday August 5, 2009, 4:01 pm EDT
ARMONK, N.Y.--(BUSINESS WIRE)--MBIA Inc. (NYSE: MBI - News):
Highlights
MBIA Inc.’s Adjusted Book Value (ABV) per share (a non-GAAP measure) was $40.01 as of June 30, 2009, compared with $40.06 as of December 31, 2008. ABV excludes the impact of changes in the fair value of insured credit derivatives but includes estimated credit impairments. Those impairments in the first half of 2009 essentially offset the benefit from other components of ABV. MBIA Inc.’s book value per share was $13.30 as of June 30, 2009 compared with $4.78 as of December 31, 2008. Book value increased due to a $2.0 billion improvement in the fair values of insured credit derivatives and $455 million from all other components of pre-tax income. The Company recorded net income available to common shareholders of $1.6 billion, or $7.64 per share, for the first half of 2009, compared with a net loss of $706.4 million, or $3.33 per share, during the same period in 2008. The Company recorded net income available to common shareholders of $894.7 million, or $4.30 per share, for the second quarter of 2009, compared with net income of $1.7 billion, or $7.14 per share, for the second quarter of 2008. The Company recorded $1.1 billion in pre-tax estimated recoveries related to ineligible mortgages included in insured second-lien residential mortgage loan securitization exposures that are subject to a contractual obligation by seller/servicers to remove or replace such mortgages. In addition, during the second quarter, the Company observed continued deterioration in the performance of its insured second-lien residential mortgage loan securitization exposures and increased its related case loss reserves reflecting expectations for additional claims payments to policyholders in those transactions, resulting in an increase to incurred losses of $353.7 million. The net effect of the anticipated recoveries, increase to incurred losses and certain other reserve adjustments was a reduction in loss reserves of $729.3 million as of June 30, 2009. The Company also estimated $287.0 million in incremental credit impairments on its insured multi-sector CDO exposures in the second quarter. The Company’s exposure to structured finance credits in the Structured Finance and International Insurance segment declined in the second quarter, to $216.6 billion as of June 30, 2009, down from $224.8 billion as of March 31, 2009. During the second quarter, nine insured credit derivative transactions representing $9.4 billion in net par exposure either matured or were contractually terminated prior to maturity without a payment by MBIA. Within Investment Management Services (IMS) operations, the Advisory Services business turned in a strong performance and continued to add new clients, as its ending assets under management increased by 5 percent in the second quarter, and by 9 percent excluding assets managed for affiliates.
MBIA Inc. (NYSE: MBI - News) today reported Adjusted Book Value (ABV) per share (a non-GAAP measure) of $40.01 as of June 30, 2009 compared with $40.06 as of December 31, 2008. Book value per share as of June 30, 2009 was $13.30 compared to $4.78 as of December 31, 2008.
The increase in book value per share is primarily due to a decrease in the cumulative unrealized loss on insured credit derivatives of $6.19 per share. Other elements of net income contributed $1.33 to book value per share. ABV per share was essentially unchanged over the first six months of 2009, as increased impairments on insured credit derivatives were offset by the other elements of net income.
Net income available to common shareholders for the first half of 2009 was $1.6 billion, or $7.64 per share, compared with a net loss of $706.4 million, or $3.33 per share, during the same period in 2008. For the second quarter of 2009, net income available to common shareholders was $894.7 million, or $4.30 per share, compared with net income of $1.7 billion, or $7.14 per share, for the second quarter of 2008. Net income in the second quarter of 2009 was primarily the result of a net decrease in loss reserves, as a $353.7 million increase to incurred losses on insured second-lien residential mortgage backed securities (RMBS) was more than offset by $1.1 billion in estimated recoveries recorded in connection with ineligible mortgage loans in certain insured second-lien residential mortgage loan securitizations. The Company also recorded $423.8 million in unrealized gains on insured credit derivatives and $116.3 million in gains on the extinguishment of debt. Partially offsetting these positive amounts in the second quarter were $113.7 million in pre-tax other-than-temporary impairments, primarily on structured investments in the Company’s Asset Liability Management (ALM) investment portfolio.
“The performance of insured RMBS continued to deteriorate in the second quarter, and we expect continued high levels of claims payments for the balance of 2009,” said President and Chief Financial Officer Chuck Chaplin. “We believe MBIA Insurance Corp. has more than adequate resources to cover these expected payments. In addition, our embedded earnings stream continued to be evident, and we made progress in growing the asset management Advisory Services business. While litigation has slowed the progress toward re-establishing our position in the municipal bond insurance business, we continue to believe that we will ultimately prevail, and have laid the groundwork to resume writing new business.”
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#13) On February 27, 2009 at 9:59 AM, portefeuille (99.99) wrote: MBI - 2.90 - outperform
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currently at ca. $6.21.

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#37) On August 06, 2009 at 1:31 PM, portefeuille (99.43) wrote:

Kendle Announces Second Quarter 2009 Results

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#38) On August 06, 2009 at 1:53 PM, portefeuille (99.43) wrote:

BioClinica Announces Second Quarter 2009 Financial Results

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