m22au's journal

Discussion in 'Journals' started by m22au, Aug 25, 2003.

  1. m22au

    m22au

    I'm curious then - what types of trades (for a timeframe over 29 minutes) do you place if you are unwilling to take directional exposure? ie. what markets and what instruments in those markets?

    Rather than choosing to not take directional exposure - would you consider taking directional exposure with a small position size?

    .
     
    #451     Sep 15, 2018
  2. Handle123

    Handle123

    PM'ed you
     
    #452     Sep 15, 2018
  3. m22au

    m22au

    #453     Dec 5, 2019
  4. .sigma

    .sigma

    Damn dude, you're very random lol
     
    #454     Dec 5, 2019
  5. m22au

    m22au

    1. RLMD 80.86% increase in pro-forma market cap
    https://finance.yahoo.com/quote/RLMD?p=RLMD

    RLMD big move up on October 15
    https://seekingalpha.com/news/35057...s-1017-data-in-treatment-resistant-depression

    closed at $24.95 on Monday November 18.
    Went up for 10 straight sessions, to close at $34.46 on Tuesday December 3.

    Market cap as at December 3:
    10,383,417 * $34.46 = $357.812 million

    PR at 4.10pm that day:
    "Relmada Therapeutics Announces Proposed Public Offering of Common Stock "
    https://www.prnewswire.com/news-rel...ublic-offering-of-common-stock-300968644.html

    Pricing announced less than 7 hours later:
    "Relmada Therapeutics Announces Pricing of Public Offering of Common Stock "
    https://www.prnewswire.com/news-rel...ublic-offering-of-common-stock-300968842.html

    3,333,334 shares @ $30.
    30-day option to sell another 500,000 shares at $30.

    Offering expected to close on Friday December 6.

    Prospectus supplement
    https://www.sec.gov/Archives/edgar/data/1553643/000121390019025209/f424b5120219_relmadathera.htm

    10,383,417 shares of our common stock outstanding as of December 2, 2019


    Stock opened near the intraday low at $38.22, closed 36.91% higher at $47.18


    New share count including the new shares:

    10,383,417 + 3,333,334 = 13,716,751

    at share price of $47.18

    pro-forma market cap as at December 4 was $647.156 million

    market cap as at December 3 was 10,383,417 * $34.46 = $357.812 million

    (pro-forma) market cap increase in one day: 80.86%

    .
     
    Last edited: Dec 5, 2019
    #455     Dec 5, 2019
  6. m22au

    m22au

    2. KOD 67.10% increase in pro-forma market cap from Monday to Wednesday
    https://finance.yahoo.com/quote/KOD

    10-Q for September 30 quarter
    https://www.sec.gov/Archives/edgar/data/1468748/000156459019042887/kod-10q_20190930.htm

    37,058,168 shares outstanding as at October 31.

    Stock closed at $29.60 on Friday November 29

    Positive news before the open on Monday December 2
    https://seekingalpha.com/news/35228...-ksiminus-301-to-baker-bros-advisors-for-225m

    Stock closed at $51.05 on Monday December 2.
    Market cap 37,058,168 * $51.05 = $1.891 billion

    At 5pm that day, company announced its plan to sell $250 million of stock (plus option to sell another $37.5 million)
    https://www.prnewswire.com/news-rel...posed-offering-of-common-stock-300967717.html

    Stock closed at $49.20 on December 3.

    Later that evening at 9.07pm the company announced pricing:
    https://www.prnewswire.com/news-rel...ublic-offering-of-common-stock-300968783.html

    6 million shares @ $46.00
    option to sell another 900,000 shares

    Offer expected to close on Friday December 6.

    On Wednesday December 4, stock closed up 49.21% at $73.41

    Pro-forma share count is 37,058,168 + 6 million = 43,058,168

    Pro-forma market cap using new share count:
    43,058,168 * $73.41 = $3.160 billion

    (pro-forma) market cap increase from Monday December 2: 67.10%

    .
     
    #456     Dec 5, 2019
  7. m22au

    m22au

    #457     Dec 6, 2019
  8. m22au

    m22au

    #458     Dec 11, 2019
  9. m22au

    m22au

    https://twitter dot com/AnthonyTsai888/status/1205190069927022592
    mentions $IBB $XBI $ASMB $FTSV $KOD $AXSM $ARWR $AUPH
     
    #459     Dec 12, 2019
  10. m22au

    m22au

    CFRX is another one
    https://finance.yahoo.com/quotes/cfrx

    announcements on December 9 and December 10. Deal expected closing date was December 12.
    Two-day rally on Friday December 13 and Monday December 16
     
    #460     Dec 16, 2019