Wednesday, July 1, 2015

Jul 01 2015



 Session Time: Wed Jul 01 00:00:00 2015
[09:20] {dino} gm
01[09:20] {@Threei}  dino :)
01[09:23] {@Threei}  dino, see dcc please
01[09:32] {@Threei} Short Setup: FB  87 break
01[09:32] {@Threei}  If holds  .10
01[09:33] {@Threei}  1:1
01[09:33] {@Threei}  good luck getting in though
01[09:33] {@Threei}  Upside:
01[09:33] {@Threei}  -CB +33% (being acquired by ACE for $28.3B)
01[09:33] {@Threei}  -TLOG +29% (positive update on MDS clinical program)
01[09:33] {@Threei}  -BIOC +17% (launch of FGFR1 amplification testing utilizing a patient's blood sample)
01[09:33] {@Threei}  -FREE +13% (Cambria Capital discloses 6.6% passive stake)
01[09:33] {@Threei}  -TBIO +11% (announced private placement of 1.2M shares for $3M)
01[09:33] {@Threei}  -ACE +9% (acquiring CB for $28.3B)
01[09:33] {@Threei}  -AVAV +4.5% (earnings)
01[09:33] {@Threei}  -KITE +3.7% (collaboration with Leukemia & Lymphoma Society to enhance the development of KTE-C19)
01[09:33] {@Threei}  -STX +3% (no news seen)
01[09:33] {@Threei}  -WYNN +2.6% (Macau June casino revenues)
01[09:33] {@Threei}  -MGM +2.4% (Macau June casino revenues)
01[09:34] {@Threei}  Downside:
01[09:34] {@Threei}  -XENE -31% (discloses Phase 2b study of TV-45070)
01[09:34] {@Threei}  -BLDP -19% (priced 8.125M share offering at $1.60/shr)
01[09:34] {@Threei}  -EXEL -6% (filed mixed security shelf of indeterminate amount)
01[09:34] {@Threei}  -MCHX -4% (negative broker commentary)
01[09:35] {@Threei}  LOL:
01[09:35] {@Threei}  - Eurogroup convenes on Greece most recent proposal and reignites hopes for a compromise; Greece PM Tsipras said to be prepared to accept all bailout conditions
01[09:35] {@Threei}  blackmail failed?
[09:37] {dino} in long run, better off defaulting imo
01[09:38] {@Threei}  yeah but they are watching polls, as all politians do... and Tsirpas populasrity fell a lot over last week or two
01[09:38] {@Threei}  so he is backing down
01[09:39] {@Threei} Long Setup:  TWTR  .70 break
01[09:39] {@Threei}  If holds  .60
01[09:42] {@Threei}  valid still
[09:50] {dino} thin volumes
01[09:50] {@Threei}  and narrow range
[09:51] {nemo} gap and nap until meetings over
[09:51] {dino} cmcm sm l .50
[09:53] {dino} dbvt
01[09:53] {@Threei}  1:1
[09:53] {dino} bwxt drop
[09:54] {dino} bad chart
[09:55] {dino} dbvt sm s ave .68
[09:56] {dino} hooker trader
01[09:57] {@Threei}  1:2
[09:57] {dino} gj
01[09:57] {@Threei}  ty
01[09:58] {@Threei}  1:3
01[09:58] {@Threei}  out
[09:58] {dino} even better job
01[09:58] {@Threei}  :)
01[10:00] {@Threei}  *(US) MAY CONSTRUCTION SPENDING M/M: 0.8% V 0.4%E
[10:07] {dino} out cmcm .85, +.35
01[10:08] {@Threei}  wtg
02[10:09] * Disconnected
Session Close: Wed Jul 01 10:09:58 2015

Session Start: Wed Jul 01 10:09:58 2015
Session Ident: #discussions
02[10:11] * Attempting to rejoin channel #discussions
03[10:11] * Rejoined channel #discussions
01[10:13] {Threei}  internet hiccup
[10:18] {dino} lot of un-true spikes
01[10:18] {Threei} Short Setup: FB  .50 break
01[10:18] {Threei}  If holds  .60
01[10:20] {Threei}  no go
01[10:30] {Threei}  (GR) Greece PM Tsipras: Referendum is not about whether to stay in the Euro; Greece Govt still in negotiations - National address - Notes received a better offer from creditors after called for referendum, if see better outcome from Eurogroup today will respond immediately
01[10:31] {Threei}  FB rinse
[10:33] {dino} cov dbvt .97, +.71
[10:41] {dino} tough crowd
01[10:42] {Threei}  lol
01[10:42] {Threei}  but it's less than $1
[10:42] {dino} i know, i've let you down
01[10:43] {Threei}  we will expect better of you still
[10:43] {dino} added fcx calls w/time
[10:46] {dino} not sure 3i, markets seem to be slowing down
01[10:47] {Threei}  yeah
[10:47] {dino} scanners slow
[11:02] {dino} hrzn drop
[11:09] {dino} hum dee dum
[11:10] {dino} this pace keeps up and i will be golfing early today
01[11:10] {Threei}  well... not a bad thing I guess
01[11:10] {Threei}  Raven, you here?
[11:11] {dino} golfing, never a bad thing
[11:11] {dino} cuba spike
01[11:11] {Threei}  Obama speaks about it
[11:11] {Raven} here now
01[11:11] {Threei}  ok,
01[11:11] {Threei}  we are closing the shop till Sept 1
[11:12] {Raven} good idea
01[11:12] {Threei}  so, Aug 25th is the date when we exchange e-mails and coordinate the reopening
[11:12] {dino} slackers
01[11:12] {Threei}  we are, aren't we
[11:12] {dino} :)
01[11:13] {Threei}  and btw, you qwith your golf is the biggest slacker of all :)
[11:13] {dino} perhaps
[11:13] {Raven} lol
01[11:14] {Threei}  now I need to wait for cosmo and nemo to reconnect, to inform them
01[11:44] {Threei}  Traders dumped European stocks yesterday after word came that the Greeks made a last-ditch plea for a new bailout and skipped repayment of an IMF payment, but today there were reports that PM Tsipras wrote separately to Greece's main creditors and accepted many of their conditions to extend the now-expired bailout.
01[11:45] {Threei}  , Tsipras said that contrary to rumors, the referendum will move forward and reiterated his support for a "no" vote in order to get a "better agreement with lenders."
01[11:45] {Threei}  WTI crude has fallen about $1.50 to one-month lows below $58. Note that both sides in the Iran negotiations continue to make very upbeat comments a day after the deadline was extended by a week, to July 7th.
[11:45] {dino} he speaks out of both sides of his mouth
01[11:46] {Threei}  if he had third, he would use that too
[11:47] {dino} indeed
01[12:41] {Threei} Short Setup: FB  .90 break
01[12:41] {Threei}  If holds  87
01[12:44] {Threei}  1:1
[12:59] {dino} gj
01[12:59] {Threei} Long Setup:  VXX  .73 break
01[12:59] {Threei}  If holds  .65
01[13:04] {Threei}  meh
[13:20] {dino} some buddies called to golf. calling it a day (good one 2 for 2). i guess we'll alk around august 25th. keep me in the loop vad.
01[13:20] {Threei}  sounds good
[13:20] {dino} alk=talk
[13:20] {dino} good trading all
01[13:20] {Threei}  have fun, and talk to you in two months :)
01[13:21] {Threei}  take care guys, have a great summer as they said in school
[13:21] {dino} same to you
02[16:26] * Disconnected
Session Close: Wed Jul 01 16:26:18 2015

Session Start: Wed Jul 01 16:26:18 2015
Session Ident: #discussions
02[16:26] * Attempting to rejoin channel #discussions
03[16:26] * Rejoined channel #discussions
Session Time: Thu Jul 02 00:00:00 2015
01[08:58] {@Threei}  cosmo, http://tradinglog.realitytrader.com/2015/07/jul-01-2015.html
[09:09] {cosmo} feeling like an April Fool here
01[09:10] {@Threei}  we decided on that yesterday after you left
01[09:10] {@Threei}  I actually kept the room open just to let you know
[09:11] {cosmo} k...I'll try to get over it
[09:11] {cosmo} :)
01[09:11] {@Threei}  so, look for e-mail around aug 25
[09:12] {dino} gm
01[09:12] {@Threei}  dino... creature of habit? :)
[09:12] {dino} just bought house # 30. another foreclosure. this one is sweet
01[09:12] {@Threei}  nice
[09:13] {dino} the game never ends
[09:13] {dino} this one should cover son's first year at nc state university
[09:14] {cosmo} wolf pack
[09:15] {dino} indeed
[09:16] {cosmo} beating Duke in BB should be easy next year
[09:17] {dino} lets hope so
[09:17] {cosmo} the good ones went pro this year
[09:18] {dino} yes, they are in a re-building year
[09:20] {cosmo} Maybe Vad still has friends in SD to visit?
01[09:22] {@Threei}  I do, but this year they visit me
01[09:23] {@Threei}  ok dino, last time and just for you:
01[09:23] {@Threei}  Upside:
01[09:23] {@Threei}  -XOOM +21% (PayPal to Acquire Xoom for $25/shr cash or $890M enterprise value)
01[09:23] {@Threei}  -AGTC +16% (Enters Collaboration Deal with Biogen to Develop Gene Therapies In Ophthalmology)
01[09:23] {@Threei}  -HNT +15% (To merge with Centene in transaction valued at $78.57/shr in cash and stock)
01[09:23] {@Threei}  -CFMS +8.1% (momentum following IPO)
01[09:23] {@Threei}  -PRGS +8.1% (earnings)
01[09:23] {@Threei}  -ACRX +7.0% (Journal Publishes review of Phase 3 Trial of Zalviso in post-operative pain)
01[09:23] {@Threei}  -RIGL +6.4% (momentum from recent strength attributed to circulation of medical blog report on experimental ovarian cancer treatment)
01[09:23] {@Threei}  -BP +4.5% (Confirms settlement value at $18.7B to resolve oil spill claims)
01[09:23] {@Threei}  -TSLA +4.0% (Reports quarterly record in Q2 deliveries
01[09:23] {@Threei}  Downside:
01[09:23] {@Threei}  -FRO -5.0% (Announces all-stock merger agreement with Frontline 2012 Ltd.)
01[09:23] {@Threei}  -MNTA -2.1% (UBS downgrade)
01[09:23] {@Threei}  -ISCA -2.0% (earnings)
01[09:23] {@Threei}  :)
[09:24] {dino} ty
[09:35] {dino} lbtyk and a
01[09:40] {@Threei}  folks, if you want, I can keep the room open so you can communicate
[09:40] {dino} ty
[09:41] {cosmo} ...for those of us still in denial :)
01[09:41] {@Threei}  I won't be here except for the nick, and occasionally in my electronic flesh... but the room might stay open for you
[09:41] {Raven} addicts need to be here
01[09:41] {@Threei}  OK, deal :)
03[09:41] * Retrieving #discussions modes...
[09:41] {dino} lol raven, but can't be helped
[09:41] {Raven} apparently not
01[09:42] {@Threei}  I'll let nemo know in case he wants to see you lot
[09:43] {Raven} that will add instability ... excellent
[09:45] {dino} lbtyk sm l .19
[09:47] {dino} stop is .08
[09:50] {dino} stopped
[10:01] {dino} pinc sm l .30 gappy
01[10:01] {@Threei}  https://www.facebook.com/VadymGraiferPhotography/posts/864893323590184
[10:03] {dino} gts drop
[10:03] {dino} downgrade
[10:04] {cosmo} how long are those exposures?
01[10:04] {@Threei}  various... up to 8 seconds
[10:04] {cosmo} ah
[11:01] {dino} hum bouncing around
[11:27] {dino} vrtx spike
[11:30] {dino} egrx drop, gappy