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ClearBridge Energy MLP Fund Inc Message Board

  • didactamatik didactamatik Oct 8, 2008 8:51 AM Flag

    Earnings Call Prediction

    ...it's all the economy's fault.

    Headwinds bullshit.

    Maybe cancel dividend, but that will probably be later, one night, after all of the funds have exited, along with insiders and their options and shares.

    A spin or two emphasizing the one or two things they got right, without mentioning the downside, ie - "We had no fatalities at any or our plants" while meanwhile they probably had 45 amputations or somesuch."

    SAP is "progressing well."

    Bob will talk little, with Forsyth doing any actual contributions.

    Analysts will be polite while wishing they could say, "Man you guys fucking suck. Douchebag assholes."

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    • other than showing up for "work" what could they have possibly gotten right? he only good news is that there options all have to be under water.

      Where is tboard on all of this? Certainly not meeting their fiduciary responsibilities? These so called captains of indutry are a disgrace. The old bag of wind chicken farmer always used to have the answers. And how about that oh so smart financier? If we should judge his financial acumen on the wisdom of his Crompton investment then we have been misled.

      an excerpt from our fearless/feckeless leader's pillow talk "oh Baby I'm gonna drive you like I drove this stock price, down and dirty!"

    • They use a receivables securitization facility as a substitute for commercial paper issuance, which is not accessible to them. Given the lock up of asset backed and other short term lending facilities, do you think CEM might have had a problem rolling over its ABS issuance through these facilities? Maybe they got stuck in the general problem. I think CEM has $250-300million outstanding under their facility. Could be a messey liquidity situation. I don't know.

 
CEM
26.61-0.33(-1.22%)11:59 AMEST

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