Blogs about: B2 Spec Equity Updates
Featured Blog
Beazer Homes (BZH) update #13
Wow—getting to be wooden stake time here for the (former) bloodsucking residential real estate development company we have sold short, Beazer Homes (BZH). They announced their 4Q08 and full year 2008 … more →
Macro Tsimmis
Golden Star Resources (GSS) update #13
intelledgement wrote 4 months ago: Black ink! Black ink! Black ink! Well…when we made this investment almost two years ago, we knew tha … more →
Vertex (VRTX) update #29
intelledgement wrote 4 months ago: Vertex Pharmaceuticals (VRTX), our biopharma spec play with the killer hepatitis C drug candidate, a … more →
Vertex (VRTX) update #28
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intelledgement wrote 5 months ago: Yay! Vertex Pharmaceuticals (VRTX) have come up with a cash-raising mechanism that does not require … more →
Golden Star Resources (GSS) update #12
intelledgement wrote 5 months ago: Our patience with our underperforming gold mining spec play, Golden Star Resources (GSS) is palpably … more →
Vertex (VRTX) update #27
intelledgement wrote 6 months ago: Yet another seven million shares of dilution for our biotech spec play Vertex (VRTX) with the promis … more →
Golden Star Resources (GSS) update #11
intelledgement wrote 7 months ago: Our gold mining spec play, Golden Star Resources (GSS), released 1Q09 results today and although the … more →
Dendreon (DNDN, again) update #3
intelledgement wrote 7 months ago: Our biotech speculative play Dendreon (DNDN) today revealed the details of the results of their IMPA … more →
Dendreon (DNDN, again) update #2
intelledgement wrote 7 months ago: Another feather floated onto the camel’s back earlier today when Dendreon released an unusual Sunday … more →
Vertex (VRTX) update #26
intelledgement wrote 8 months ago: Our development-stage biotech company, Vertex Pharmaceutical (VRTX), announced their 1Q09 results to … more →
Dendreon (DNDN, again) update
intelledgement wrote 8 months ago: An article posted earlier today on the Financial Times website suggests “that FDA almost always requ … more →
SELL Dendreon options (part UKOHA & all UKOTA)
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intelledgement wrote 8 months ago: Dendreon announced before the market opened today that the results of the Phase 3 IMPACT study of th … more →
Dendreon options (UKOHA & UKOTA) straddle play update #4
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intelledgement wrote 8 months ago: Dendreon announced earlier tonite that they are holding an investor conference call tomorrow at 0900 … more →
Dendreon options (UKOHA & UKOTA) straddle play update #3
intelledgement wrote 8 months ago: Dendreon (DNDN) shares shot up dramatically today—finishing +38% on 11x normal volume—for no particu … more →
Dendreon options (UKOHA & UKOTA) straddle play update #2
intelledgement wrote 8 months ago: Dendreon (DNDN) shares—and, by extension, our $5 Aug call options (UKOHA)—came under selling pressur … more →
Dendreon options (UKOHA & UKOTA) straddle play update
intelledgement wrote 9 months ago: Dendreon (DNDN) announced their 4Q08 and full 2008 financial results today, and due to cost-cutting … more →
Vertex (VRTX) update #25
intelledgement wrote 9 months ago: Another month, another ten million shares of dilution. This time, however, shareholders are actually … more →
Golden Star Resources (GSS) update #10
intelledgement wrote 9 months ago: Variety is the spice of life, and along with the quarterly dose of castor oil we have come to count … more →
Vertex (VRTX) update #24
intelledgement wrote 9 months ago: Our speculative biotech developer, Vertex Pharaceuticals (VRTX), today announced a surprise secondar … more →
Vertex (VRTX) update #23
intelledgement wrote 10 months ago: Our biotech play, Vertex Pharmaceuticals (VRTX), announced their 4Q08 and full 2008 results today, a … more →
