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Krispy Kreme Doughnuts, Inc. Message Board

privatesurfing12 317 posts  |  Last Activity: Aug 2, 2016 9:36 PM Member since: Dec 18, 2012
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  • Reply to

    Don't you get it?

    by arnoldboils Jul 6, 2016 7:26 PM
    privatesurfing12 privatesurfing12 Jul 7, 2016 12:07 AM Flag

    Arnold was more right than wrong at least at the big picture. As was fiddy cent. Perron made millions driving this from $3 to 60c. Unbelievable.

  • Reply to

    My opinion as a very long time tc follower

    by jack-nguyen Jul 11, 2016 1:21 PM
    privatesurfing12 privatesurfing12 Jul 11, 2016 1:32 PM Flag

    We are TC shareholders. Can give a flip about CG right now. They're not suppose to get a deal of the century when it's not warranted.

  • Reply to

    It's never too late

    by skippy_0823 May 30, 2016 7:38 PM
    privatesurfing12 privatesurfing12 May 31, 2016 8:09 AM Flag

    Skip, they have zero choice but to do some form of liquidity event (asset sale, stream, whatever). They'd be FAR better off in that case to buy some of the unsecureds at discount now. But of course that should've been done in feb/March.

  • Reply to

    Attention Trumpanzees

    by jimclancy464 Jun 24, 2016 7:57 AM
    privatesurfing12 privatesurfing12 Jun 24, 2016 10:27 AM Flag

    Clancy, you're extraordinarily weird. Creepy even. You remind me of rep Grayson.

  • Reply to

    Some good news

    by billsmodel Jul 11, 2016 9:59 AM
    privatesurfing12 privatesurfing12 Jul 11, 2016 10:16 AM Flag

    Bill
    This whole thing reeks SO freaking bad.
    I already reached out the SEC. Not sure when I'll actually be able to meet with them though. Next week? IDK yet. I'm on the fence about using actual player names at this point. Maybe keep it generic for initial chats.

    I'm not against the deal-- I'm against the rock bottom price they got corrupted by.

    Not buying back "free" debt in q1&2. Not buying back any of the cheaper debt before accepting the offer. Not selling 1/2 company or MM to close out 2017 & 2019 then refi the 2018. All the incestuous relationship shenanigans. The list is never ending.

  • Reply to

    BHP Statement

    by skippy_0823 May 27, 2016 7:42 AM
    privatesurfing12 privatesurfing12 May 29, 2016 6:58 PM Flag

    Crackle, here's the other thing. They keep yapping about options etc. well, buying down $50m face for just $8-10m cash would've popped the price. Giving them a little bit of a new option dilution.

    To me, as of today, I would have to say that moelis and bmo are D-lister team at best. Maybe they can put hat out of hat but as of this precise moment my thinking is bmo, moelis, and TC are all looking like grade schoolers.

  • Reply to

    Attention Trumpanzees

    by jimclancy464 Jun 24, 2016 7:57 AM
    privatesurfing12 privatesurfing12 Jun 24, 2016 10:10 PM Flag

    The day Bush Jr took office, total debt was almost $6T. The debt on his last day of office was $10T. Bush43 increased debt by $4T. Not good, I'll grant you. But our illustrious Obama took it from $10T to over $20T by the time he hands over the keys to 45. That's an increase of $10T. Ya, he's an economic genius.

  • privatesurfing12 privatesurfing12 Jun 9, 2016 5:05 PM Flag

    I have faith the Perron saxton will crater the business left behind.

  • Reply to

    1bil CAD. Ouch!

    by kkuch4 Jun 14, 2016 11:47 AM
    privatesurfing12 privatesurfing12 Jun 14, 2016 12:59 PM Flag

    No. $1bcad is not the number. even at $2.06 cu and $1275 ($833 net) au, that yields $140m cf. If moelis/bmo is dumb enough to let them sell one if not the lowest cost cu mine in the world in a geo safe country for 5.5x CF then they need to get out of the advising business.

  • Reply to

    FBI Leaks?

    by do_lo_when Jun 10, 2016 10:20 AM
    privatesurfing12 privatesurfing12 Jun 10, 2016 10:56 AM Flag

    I've said it many times... Leaks in the case will happen if no indictment. Obama will have to pardon her if she wins.. During the transition period. And she will go down as even a worse presidency than Obama. There is no way that no leaks happen if no indictment.

  • Reply to

    It's never too late

    by skippy_0823 May 30, 2016 7:38 PM
    privatesurfing12 privatesurfing12 May 30, 2016 9:46 PM Flag

    Skip, I think that ship has sailed. Buying 17 back at par would really accentuate their ret@rdness. 3 months ago at 70% was bad but par now is smart? I do t see it. But yet again... It would highlight their stupidity so that's probably what they'll do. Lol.

    Seriously though.... I don't see them buying down any debt until they have some form of liquidity event via asset sale etc.

  • Reply to

    For Your Consideration

    by blakeeric619 Jun 3, 2016 12:21 PM
    privatesurfing12 privatesurfing12 Jun 3, 2016 3:25 PM Flag

    Lil, Perrin only has about $150k in shares. In no sane world would someone reasonably say that THAT gives him skin in the game. Some folks on here have more shares than that. (Well, claim to but no reason to not believe them). I (between all my personal/business/ira/etc accounts have more than most of the execs. I regret not selling out when Perron did a few years ago. (He could've but didn't buy any).

  • Reply to

    Gold Price Prediction

    by skippy_0823 May 23, 2016 7:54 AM
    privatesurfing12 privatesurfing12 May 30, 2016 9:12 AM Flag

    Yikes. Gold down to $1205 today.

  • Reply to

    Annual Meeting Revisited

    by skippy_0823 Jun 27, 2016 7:57 AM
    privatesurfing12 privatesurfing12 Jun 27, 2016 9:31 AM Flag

    I wouldn't doubt it. Sadly.

    I know some on the MB give the 3 stooges a lot of benefit of the doubt. In my opinion far to much. But its their prerogative. To me, With they've earned it... Then ok... But ALL evidence to date only serves to support the 3 stooges moniker. Maybe they are brilliant and come up with a strategy that would rival the business equivalent for curing cancer. But when the researcher team have all flunked out of HS and have demonstrated no other "signals", the chances for that happening greatly diminish. Still theoretically possible but... Yeah, not really.

    Meanwhile I have no choice but to keep the dreaded HOPE strategy going and pray they know their heads from buttz.

  • Reply to

    From the Huffington Post

    by do_lo_when Jun 6, 2016 3:38 PM
    privatesurfing12 privatesurfing12 Jun 6, 2016 6:45 PM Flag

    Jim
    I'm telling from experience that it happens. Period. End of story.
    It's nice to know that you think nobody in the history of USA Gov ever leaks info to press. I honestly don't blame you etc. I genuinely would love that living in that fantasy world. I think I really would.

  • Reply to

    Consider Greed.

    by blakeeric619 Jun 13, 2016 11:33 PM
    privatesurfing12 privatesurfing12 Jun 26, 2016 8:52 AM Flag

    BP was in a far more dire situation during the gulf spill 2010. They got hit with close to $50B in penalties, claims, etc. they were in a very bad financial spot. (Keep this to economics!). Very bad. Everything they did/said was scrutinized by billions of people all over the world!

    They had every reason to keep a tight kimono. Instead they were very transparent. More than any other institution in history, arguably. They were open to saying which assets could/would be sold to help pay for the damages. They never said... We can't divulge our plans, etc. they came up with a strategy and they communicated openly on a regular basis. They earned a lot of overt and private support from "wall st", governments, even the people of the gulf. They turned the ship around. Still more to go but they've basically made it through the storm.

    My point?

    There is no excuse for TC's secrecy. It's hurting them more than helping.

  • Reply to

    For Your Consideration

    by blakeeric619 Jun 3, 2016 12:21 PM
    privatesurfing12 privatesurfing12 Jun 3, 2016 8:30 PM Flag

    Salary is almost $1m per year. His shares are a pimple.

  • privatesurfing12 privatesurfing12 Jun 17, 2016 11:18 PM Flag

    So what would that make Hillary.... ??
    Oh ya, a felon.

  • Reply to

    Positive Seeking Alpha article

    by carlrich Jul 6, 2016 10:07 PM
    privatesurfing12 privatesurfing12 Jul 7, 2016 12:02 AM Flag

    Carl
    I can't disagree more. They didn't buy back free debt in February-April which would've had a 7:1 return. Shareholders are getting robbed in this deal. No sugar coating it or spinning it. It's horrible. It's incompetence from the 3 stooges!

    None of the stocks are a "buy". Though I would say rgld is least bad... Maybe gray area of a buy.

    I don't know how Perron saxton haddon can sleep at night. Oh ya, they got parachutes. While we got screwed.

  • Reply to

    From the Huffington Post

    by do_lo_when Jun 6, 2016 3:38 PM
    privatesurfing12 privatesurfing12 Jun 7, 2016 3:35 PM Flag

    Jim- when we are faced with choosing between an avowed communist, a felon, and a fascist.... We have bigger problems as a country. Period.

KKD
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