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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Graham Osborn who wrote (57010)3/7/2016 9:58:00 PM
From: gcrispin  Respond to of 78750
 
Some trimming. Some concern. A bit of both.

Ttph: dead stock walking. But they have lots of cash, no debt, and an antibiotic that has already successfully passed one phase III trial. Medium position about 4.20

AQMS: See the presentation given today on their website. Large position built in the low fives. Big increase in volume lately.

Again, two moonshots that don't really fall on the value spectrum.