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Lululemon Athletica Inc. Message Board

aeishh 105 posts  |  Last Activity: Jul 12, 2016 12:17 PM Member since: Apr 30, 2009
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  • Reply to

    Piper Jafray

    by aeishh Jul 11, 2016 3:19 PM
    aeishh aeishh Jul 12, 2016 12:17 PM Flag

    It kills you that I am way up on JAKK doesn't it?

  • Reply to

    Piper Jafray

    by aeishh Jul 11, 2016 3:19 PM
    aeishh aeishh Jul 12, 2016 12:07 PM Flag

    Patience my friend. The force of incompetence is strong with Berman. He wont let us down next Wed. He never does.

  • Reply to

    CitySeg needs an 8% Return

    by aeishh May 17, 2016 4:05 PM
    aeishh aeishh Jul 12, 2016 12:06 PM Flag

    If you sell now, Ill give you props. But if you hold through next week and are sitting here at $7.35 next Wed, you are a sucker all over again.

  • aeishh by aeishh Jul 11, 2016 3:19 PM Flag

    So Piper is projecting a loss of $0.25.

    In their projections, they are projecting $1.9m of Equity Income and Other Income. Looking at the prior year, they are simply carrying it forward from the prior year. In fact, they are projecting it next year as well in Q2.

    However, if you read the 10Q from last year they clearly state this is a one-time bankruptcy pick up. That means they are going to need to find an extra $.11 of EPS to hit Piper's number.

    Good luck. This seems to be easy once again. Thanks B&B. The gift that keeps on giving.

    I will say the odds are strong I will probably go long again post earnings and the quarterly ritual of these two #$%$ their pants again.

  • Reply to

    Look for a big disappointment

    by aeishh Jul 11, 2016 10:09 AM
    aeishh aeishh Jul 11, 2016 11:02 AM Flag

    And nice rebuttal on their upcoming earnings.

  • Reply to

    Look for a big disappointment

    by aeishh Jul 11, 2016 10:09 AM
    aeishh aeishh Jul 11, 2016 11:01 AM Flag

    They have issued convertible debt numerous times which means a) they are predisposed to do it again and b) they didn't learn their lesson after the 1st, 2nd, or 3rd time they did it - which basically signals their stupidity.

    Pine River has not bought one share of common stock. Only Convertible Debt which they are also shorting. Great vote of confidence.

    I am way ahead in my position over you - keep dreaming.

    They would have announced the buyback by now since they met on it in June and also keep in mind the stock was lower after completing the buyback last time then when they commenced the buyback. They even screwed that up.

  • Reply to

    Look for a big disappointment

    by aeishh Jul 11, 2016 10:09 AM
    aeishh aeishh Jul 11, 2016 10:29 AM Flag

    With all due respect, I am still far ahead in my JAKK position then you are.

    Please explain to us how they will beat last years earnings with 2.5m fewer shares and $1.7m equity income non-recurring. They cant.

    We don't have enough time in the week to revisit your errors. Go back to your blind faith in the mgmt. team that declined $20 share, gave Dr. Pat 20% of the company for nothing, and continues to issue convertible debt despite the fact that every hedge fund in America is arbitraging it. Oh and has yet to create any shareholder value in 20 years. Your probably right, this time its going to work out perfectly.

  • Street is looking for a loss of $0.31 this quarter. Last year was about the same.

    1) Not sure they can beat sales given the fact they still had a Frozen headwind last year

    2) There are 2m less shares outstanding - this will force a far bigger loss per share

    3) They had significant Equity Income from JV last year that is non-recurring.

    There is a 1% chance they beat. Look to reenter around $7 again. Should be easy money.

    Why B&B don't forecast this stuff out to avoid the volatility is beyond me.

  • Reply to

    Significance of the 13D Filing

    by jjwalker964 Jul 6, 2016 8:08 PM
    aeishh aeishh Jul 7, 2016 11:52 AM Flag

    Note, they own no shares only convertible debt. And they also have probably about 2m shares shorted as well.

  • Well here we go again, a run up into the CC and then perpetual disappointments.

    How will B&B disappoint and bungle it this time? For sure a miss on EPS and Revs - that's a given and too easy.

    My guess is they indicate no buyback and an acquisition is needed. No mind that it will be horribly dilutive since we trade at 3x EBITDA. Can you imagine how much this things sinks if they did a deal?

    Always interesting, the over/under on the amount of fall has to be about -12% after the call. They have hit 30% before so 12 is nothing.

    I also wonder how many more of these debacles a BOD member can take. I think one of the last 16 calls was decent. 1 out of 16. A great track record to combine with their 20 years of value destruction.

  • Reply to

    This is gross...

    by jjwalker964 Jun 28, 2016 1:41 PM
    aeishh aeishh Jun 29, 2016 4:31 PM Flag

    Because they are one smart BOD member away from going to $12 over night.

  • Reply to

    The problem with City Seg strategy

    by aeishh Jun 27, 2016 10:23 AM
    aeishh aeishh Jun 27, 2016 12:24 PM Flag

    You worry about backing a mgmt. team that has lost 50% since Jan 2010 amid a wild Bull market and the same team that gave Dr. Pat 1.5m of warrants for nothing. Ill worry about my own objectives. I will gladly go long this stock sans B&B.

  • Reply to

    The problem with City Seg strategy

    by aeishh Jun 27, 2016 10:23 AM
    aeishh aeishh Jun 27, 2016 12:00 PM Flag

    Keeping the pressure on. Multiple fronts.

  • Reply to

    The problem with City Seg strategy

    by aeishh Jun 27, 2016 10:23 AM
    aeishh aeishh Jun 27, 2016 11:08 AM Flag

    The bashing will stop when the BOD takes action. All the BOD needs is an excuse like Brexit to blame more underperformance on when in fact this stock was underperforming before Brexit. Keep the pressure on.

  • Reply to

    The problem with City Seg strategy

    by aeishh Jun 27, 2016 10:23 AM
    aeishh aeishh Jun 27, 2016 10:53 AM Flag

    That's the point though. If the stock was at $10-12 and got hit by Brexit, its at $9.

    But these buffoons will have it at $6.

  • You wait and wait and wait for the stock to perform and mgmt. to get their head out of their %$^& and then small things like the global economy pop up and derail your plan.

    Unbelievable how bad these guys are.

  • Reply to

    last correction

    by a11assee11 Jun 22, 2016 2:50 PM
    aeishh aeishh Jun 22, 2016 5:21 PM Flag

    There is one more week to announce otherwise - it aint happening.

  • Reply to

    Pitiful

    by shortzonsportz Jun 21, 2016 1:33 PM
    aeishh aeishh Jun 22, 2016 3:51 PM Flag

    City Seg-

    Name another company where any of these types of occurrences aren't investigated by the SEC, where mgmt. isn't thrown out.

    You are clearly a shill of mgmt. For months now you keep telling everyone to wait and see. Guess what the stock keeps going lower and lower. You have no credibility.

    There is not ONE other public company who has had a CEO/CFO/BOD in charge this long with this much value destruction.

    Not One. Yet, you applaud them.

    Disgusting. You clearly are simply a plant of mangements.

  • Well the Buyback meeting was to occur in June. That leaves only 8 more trading days for an announcement. Otherwise, the buyback wont be happening this year.

  • B&B's kharma finally shines through.

    Cant break $8. $8 * 40m fully diluted shares is $320m Equity Value - $120m of Cash is $200m of Enterprise Value. Company says they will do $60m+ in EBITDA that equates to a 3x EBITDA multiple.

    I am laughing as I type this. They cant hold onto a 3x EBITDA multiple? Are you kidding me? How much more evidence does anyone need that B&B are buffoons? Any other CEO/CFO would be fired. But not in JAKK world where the longer this goes on the more money they get to put in their pocket.

LULU
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