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TravelCenters of America LLC Message Board

  • granicus007 granicus007 Feb 13, 2013 6:26 AM Flag

    TA webcast of presentation

    interesting presentation fuel margins holding/still negotiating natgas deal with Shell/still buying travel centers on opportunistic basis-and below replacement costs/road squad connect growing biz with low capex/retail store margins good!
    It sounded encouraging to me and CEO said that TA's shares were "attractive" valuation at current levels.

    Sentiment: Strong Buy

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    • We strong presentation.....the Internal opportunities are very encouraging and indicative of how sharply the management is looking to increase profits. Our fuel margin has increased dramatically from 2006-07 when TA had it best years in EPS terms. The defference is the Fuel Volume. As the economy continues to get stronger and volume gets back to those levels with the new margins combined and none fuel sales which has increase dramatically as well sets up TA for its best years yet. One has to mix in the additional wholly owned sites to the mix with no associated rent as well for extra kicker.

    • The guys talked about selling food more than FUEL....
      This whole team is a joke. I'm sorry. They are true shisters and will level any investor along the way..

      We all no its undervalued. Any moron idiot can see that. He sounded totally unimpressive on call.
      If you dont beleive me, he is on another call again today. U decide..

      They are only presenting here because they want to do an offering and Stifel and BBT want the business....

      After May 20th shareholder meeting, be prepared for a dilutive offering. If stock gets to $8 an offering in the $6.50 range will be done.... If at $10, will be done at $7.50...

      New investors are forewarned. TA looks at this as free money...

 
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