I find your analysis to be spot on and would respect your thoughts on REITS you feel ARE good long-term investments? Thank you.
Lots of cash and he is #$%$ it away on his own pet projects. Buys stock in Aralez and pays more than twice where it is today. Lots of other deals that don't make sense (except to him.) Terrible. Anyone who buys this needs to have their heads examined. It has been a "value trap" since it was $4. This is a good lesson in why looking at cash on a balance sheet as making a stock a "bargain" is a bad idea, since the management can just do what they want and "poof" the cash is gone. ALL OF THE ABOVE IS MY OPINION
Medimmune/Astra Zeneca...more big bucks melting away on this one.
Is that because DDAY is such a huge factor ; ) What a crock. Run, fast ..these companies are Sillerman's last stand and it looks like he is not winning. MY OPINION
If you go back you will see that the company itself announced that there was a good chance that a restructuring was going to have to take place. You didn't have to be an insider to read the handwriting on the wall. Whenever the words "restructuring" are used for a company you own...run...run FAST.
ZERO. Chance is minimal as all other creditors need to come out with 100% before shareholders get one penny and looking at where the debt is trading, that is not going to happen. Take your $.15 and run.
NSR bought a completely different division. What EVOL has now is quite complementary to their services and also brings many new emerging-market customers. They could buy it for cash and it would be immediately accretive since their cash earns ZERO.
You don't understand what is happening. You say " and the presiding judge wants a committee for shareholders now." That is NOT TRUE...the presiding judge is (as he must do) holding a hearing about an equity committee. This happens in every BK and is just administrative. It is NOT that he WANTS a committee. You are trying to con people to hype up the price of the stock so you can get rid of your bagholding position.
The street smells arrogant Ackman blood and will push hard on VRX (down), HLF (up) and his investors will want their money as he is destroying value rapidly through his ego-driven plays. Watch out if you are a holder of Restaurant Brands...that could be his next "piggy-bank" trade.
All of the above is my opinion based on what I have read.
He held 41mm shares at year end and his BOD member will leave on May 12...and the sharks are attacking as they see his blood in the water. Watch out below!