The Babe's Trades

[mimo_100]

Softbank Annual Report 2013

http://www.softbank.jp/en/corp/irinfo/financials/annual_reports/

Financials - Yahoo and Alibaba info begins on page 115

http://cdn.softbank.jp/en/corp/set/data/irinfo/financials/annual_reports/pdf/2013/softbank_annual_report_2013_008.pdf#__utma=184678699.428960462.1389907895.1389907895.1389907895.1&__utmb=184678699.7.9.1389909864609&__utmc=184678699&__utmx=-&__utmz=184678699.1389907895.1.1.utmcsr=(direct)|utmccn=(direct)|utmcmd=(none)&__utmv=-&__utmk=55437867

[tiedyed1]

River, Alibaba seems to be a combo of e-bay + Amazon only bigger. Based on my track record I'm unlikely to score any Alibaba IPO shares. Let's figure how we can get into this windfall. Yahoo and SoftBank have big chunks of Alibaba shares coming. Yahoo has a 40% stake that should be worth 80 billion at current Alibaba evaluation. SoftBank has 37% which should be worth 70 billion. We can buy Yahoo stock. I don't think we can buy SoftBank shares unless we have an account trading on the Tokyo Stock exchange. SoftBank's Masayoshi Son is a sharp guy worth 10's of billions although he lost billions in the dotcom meltdown. When his SoftBank bought 80% of Sprint, I profited 20% even after getting into Sprint late so I like Son, just can't figure how to get a piece of SoftBank. Any thoughts? Yahoo shares appear to be the best prospect if we can't get in on the IPO.

----------------billy

Softbank Corp - OTC Pink

SFTBY
SFTBF

[riverbabe]

River, Alibaba seems to be a combo of e-bay + Amazon only bigger. Based on my track record I'm unlikely to score any Alibaba IPO shares. Let's figure how we can get into this windfall. Yahoo and SoftBank have big chunks of Alibaba shares coming. Yahoo has a 40% stake that should be worth 80 billion at current Alibaba evaluation. SoftBank has 37% which should be worth 70 billion. We can buy Yahoo stock. I don't think we can buy SoftBank shares unless we have an account trading on the Tokyo Stock exchange. SoftBank's Masayoshi Son is a sharp guy worth 10's of billions although he lost billions in the dotcom meltdown. When his SoftBank bought 80% of Sprint, I profited 20% even after getting into Sprint late so I like Son, just can't figure how to get a piece of SoftBank. Any thoughts? Yahoo shares appear to be the best prospect if we can't get in on the IPO.

----------------billy

This YHOO link is from Oct. 16th. Says it owns 24% of Alib and must/will sell a maximum of 40% of that in the IPO. http://www.reuters.com/article/2013/...99F0FU20131016 YHOO might be a buy now with the COO firing. There is an SA article here also from Jan. 13th discussing out-of-the money YHOO calls. http://seekingalpha.com/article/1941...teresting-2014. I have to admit all this gives me a headache from all the complications involved. Might be simpler for me to just buy Alib in the secondary market. But I will give your suggestion more thought. Thank you!

[billyjoe]

River, Alibaba seems to be a combo of e-bay + Amazon only bigger. Based on my track record I'm unlikely to score any Alibaba IPO shares. Let's figure how we can get into this windfall. Yahoo and SoftBank have big chunks of Alibaba shares coming. Yahoo has a 40% stake that should be worth 80 billion at current Alibaba evaluation. SoftBank has 37% which should be worth 70 billion. We can buy Yahoo stock. I don't think we can buy SoftBank shares unless we have an account trading on the Tokyo Stock exchange. SoftBank's Masayoshi Son is a sharp guy worth 10's of billions although he lost billions in the dotcom meltdown. When his SoftBank bought 80% of Sprint, I profited 20% even after getting into Sprint late so I like Son, just can't figure how to get a piece of SoftBank. Any thoughts? Yahoo shares appear to be the best prospect if we can't get in on the IPO.

----------------billy

[tiedyed1]

Adam, there is more about ARQL on website like pipeline and Phase 2 & 3 studies in progress. I think I read something yesterday that indicated they are no longer partnering with Daiichi. (I don't know anything about Daiichi, but can do some research if you like). I can also try to decipher the technology for you if you like. Just let me know please.

Don't sweat it unless you happen to be curious yourself. If I find anything noteworthy I will let you know. Thanks!

[riverbabe]

I am just starting my due diligence on ARQL as it was brought to my attention from someone I have successfully trusted in the past.
Allegedly they have some staff from MIT there, which sounds like a good fit for cancer therapeutics directed toward molecular targets and biological processes.
However, while incredibly smart, some of the MIT people I have observed tend to be such a unique bunch that they do not always make the best business partners.
But then when I read the CV's of the Management and Board it is more diverse and looks impressive (but this is not my field and am clueless).

Just rambling...

I know someone who recently left Daiichi and will see if they have any knowledge (as ARQL has/had partnered with Daiichi recently on something).
Maybe the scope of work is so far out there from reality is why ARQL was recently removed from NASDAQ's Biotech Index?
Like many of these companies, maybe just smart people with a vision that cannot be monetized?
The fact it does not come up on your biotech radar searches either does not sound promising.

Thanks;
-Adam

Adam, there is more about ARQL on website like pipeline and Phase 2 & 3 studies in progress. I think I read something yesterday that indicated they are no longer partnering with Daiichi. (I don't know anything about Daiichi, but can do some research if you like). I can also try to decipher the technology for you if you like. Just let me know please.

[riverbabe]

River, SSH may be making its move. Over 11 in extended trading .

http://finviz.com/quote.ashx?t=ssh&ty=c&ta=1&p=d

--------------billy

billy, SSH is being pumped by a trader on the YMB. Yesterday's gain on low volume. Gap up this AM. I'll wait and see. Thanks for the heads up.

[tiedyed1]

Adam, it looked like it was breaking out this AM on really low volume, but has settled back currently to the 50 dma with a doji. I've searched all my sources for news but have not turned up anything except a twitter post about the possible breakout.
12/31 ARQL Zacks Rank #1 = STRONG BUY http://finance.yahoo.com/news/arqule...111310235.html
up from #3 HOLD 11/11 after lower than expected loss http://finance.yahoo.com/news/narrow...154004518.html

Sorry, no news here. Barb

I am just starting my due diligence on ARQL as it was brought to my attention from someone I have successfully trusted in the past.
Allegedly they have some staff from MIT there, which sounds like a good fit for cancer therapeutics directed toward molecular targets and biological processes.
However, while incredibly smart, some of the MIT people I have observed tend to be such a unique bunch that they do not always make the best business partners.
But then when I read the CV's of the Management and Board it is more diverse and looks impressive (but this is not my field and am clueless).

Just rambling...

I know someone who recently left Daiichi and will see if they have any knowledge (as ARQL has/had partnered with Daiichi recently on something).
Maybe the scope of work is so far out there from reality is why ARQL was recently removed from NASDAQ's Biotech Index?
Like many of these companies, maybe just smart people with a vision that cannot be monetized?
The fact it does not come up on your biotech radar searches either does not sound promising.

Thanks;
-Adam

[billyjoe]

River, SSH may be making its move. Over 11 in extended trading .

http://finviz.com/quote.ashx?t=ssh&ty=c&ta=1&p=d

--------------billy

[riverbabe]

Hi River and Happy New Year.

I was hoping to see if your brain catalog has any feedback on ARQL (ArQule Inc.)

Any opinion is truly appreciated.

Thanks; -Adam

Adam, it looked like it was breaking out this AM on really low volume, but has settled back currently to the 50 dma with a doji. I've searched all my sources for news but have not turned up anything except a twitter post about the possible breakout.
12/31 ARQL Zacks Rank #1 = STRONG BUY http://finance.yahoo.com/news/arqule...111310235.html
up from #3 HOLD 11/11 after lower than expected loss http://finance.yahoo.com/news/narrow...154004518.html

Sorry, no news here. Barb

[tiedyed1]

Hi River and Happy New Year.

I was hoping to see if your brain catalog has any feedback on ARQL (ArQule Inc.)

Any opinion is truly appreciated.

Thanks; -Adam

[riverbabe]

River, For some reason I thought of you when this article appeared http://finance.yahoo.com/blogs/the-e...160523940.html


-----------------billy

Heh heh. I'm currently stuck at level 215. I pay about $2 per month to advance up 10 or so levels. Am also addicted to Bubble Witch Saga also by King (currently at level 131.) Have been tempted to quit all of this many times recently. What a monstrous waste of time! Thanks for thinking of me LOL.

[billyjoe]

River, For some reason I thought of you when this article appeared http://finance.yahoo.com/blogs/the-e...160523940.html


-----------------billy

[riverbabe]

River, How about SSH, Sunshine Heart? I may just buy it for the name alone!

--------------billy

Veerrry interesting! But speculative. I'm pretty risk adverse at this time. But, "You're much younger than me", so it might be a good long term bet for your family. Everything I've read is positive but an FDA approval is still subject to the whims of panel members and a binary event.

http://finance.yahoo.com/news/sunshine-heart-reports-inducement-grants-200000869.html

About Sunshine(R) Heart
Sunshine Heart, Inc. is an early-stage medical device company focused on developing, manufacturing and commercializing the C-Pulse System for treatment of Class III and ambulatory Class IV heart failure. Sunshine Heart has completed an approved U.S. Food and Drug Administration (FDA) feasibility clinical trial of the C-Pulse System and presented the results in November 2011. In March 2012, the FDA notified the Company that it could move forward with an investigational device exemption (IDE) application. Sunshine Heart received unconditional approval from the FDA in November 2012 to initiate its pivotal trial. In July 2012 Sunshine Heart received CE Mark approval for its C-Pulse System in Europe. Sunshine Heart is a Delaware corporation headquartered in Minneapolis with a wholly owned subsidiary in Australia. The Company has been listed on the NASDAQ Capital Market since February 2012.

These forward-looking statements are subject to numerous risks and uncertainties, including, without limitation, the possibility that our clinical trials do not meet their enrollment goals, meet their end-points or otherwise fail, that regulatory authorities do not accept our application or approve the marketing of the C-Pulse System, the possibility that we may be unable to raise the funds necessary for the development and commercialization of our products, that we may not be able to commercialize our products successfully in the EU and the other risk factors described under the caption "Risk Factors" and elsewhere in our filings with the Securities and Exchange Commission. You should not place undue reliance on forward-looking statements because they speak only as of the date when made and may turn out to be inaccurate. We do not assume any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. We may not actually achieve the plans, projections or expectations disclosed in forward-looking statements, and actual results, developments or events could differ materially from those disclosed in the forward-looking statements.

[mimo_100]

River, Your comment on trading GMCR for years struck a note with me. Have you ever thought of just trading 4 or 5 stocks, the same 4 or 5 stocks forever? Some stocks are very predictable in their behaviour. There are a couple I've traded for a few years and almost can tell what's going to happen next, but then wouldn't making a fortune with this method be boring and feel a bit like cheating?

------------------billy

Hey billy, how about sharing these 4 or 5 with me - I'll give you my email addy so the whole world wont know. LOL. ([email protected])