Option Strategy

Discussion in 'Options' started by jdib, Mar 16, 2017.

  1. Robert Morse

    Robert Morse Sponsor

    Stock chart on top, vol chart on bottom. On the vol chart actual vol is the lower flat lines, implied vol for the 1st 3 months are the lines up to the right. 30, 60 and 90 days.
     
    #11     Mar 16, 2017
  2. JackRab

    JackRab

    I'm always quite amused when someone on ET thinks a certain options trader is paying a 'ridiculous' premium... and then I look at what stock it is in, and find out it's a Pharmaceutical...
     
    #12     Mar 16, 2017
    Windlesham1 and sle like this.
  3. JackRab

    JackRab

    Inside info.... he might be setting up the 10-20 call spread... there was/is a fairly large OI in the 10 call in March as well...

    I'd say something is up....

    You can't say too much of IV's in this case, since the options are very illiquid. Spread is really wide... but there's clear interest in at least a large move within the next month, likely up... (though not sure, since they could be selling short with cover through call),
     
    #13     Mar 16, 2017
    xandman likes this.
  4. JackRab

    JackRab

    Is that buying or selling though? Looks more like selling to me.... 20 calls right?
     
    #14     Mar 16, 2017
  5. JackRab

    JackRab

    Okay, they are going to do a secondary offering of 290mln+...
    That's going to be a decent dilution for current shareholders, since market cap is currently 350mln.

    So, maybe they hit the jackpot on their phase 3 acne product... and are looking to get money in for further marketing etc? Looking do to the secondary placement after any results of the trials?
     
    #15     Mar 16, 2017
  6. xandman

    xandman

    What was the implosion in call IV for the last 2 days? All b/a contraction?
     
    #16     Mar 16, 2017
  7. JackRab

    JackRab

    That table you posted, that's the IV of the 25 delta call and the 25 delta put correct? So it's strange that for most of the time they have exactly the same IV, because that's impossible. I don't think that data is correct.

    The last few days of IV in the 25 delta calls in your post, I wouldn't pay any attention to anyway. Because it looks like a fluke. Maybe last traded was 1 lot at the bid or something. April skew looks normal to me, maybe a bid low in the 20 call... so that's why I thought they're putting on a long 10-20 call spread.

    Again, with b/a spread this wide... you can't really make anything of IV's. Just that it's been going up since mid Feb.
     
    #17     Mar 16, 2017
  8. xandman

    xandman


    Oil drilling may be back in vogue. They have the same vol characteristics. Although there is much fewer off them. I know you have a lot of insight with companies with wild vol skews.
     
    #18     Mar 16, 2017
  9. JackRab

    JackRab

    Trading smaller oil drilling companies is like leveraged trading CL... makes sense to have a higher IV. Which ones are you looking at @xandman?
     
    #19     Mar 17, 2017
  10. xandman

    xandman

    Just recollecting some gulf operators. Can't even remember the tickers.

    I haven't traded any in a long while. When I did they were usually small outfits which seemed close to bankruptcy compared to a regular enterprise.

    They seem to stay a float for years until that eventual gusher. Same as biotechs.
     
    #20     Mar 17, 2017