look: he's overpaid compared to other people in tiny market cap companies, he redid his options package so that he wouldn't get impacted by the dilution, he grants himself a nice piece of the company in stock grants and has a comp package that takes a slice of the excess cashflow. on top of that, he sold them Mango and made his money back - and then within a very short period of time the company shut it down.
oh, and by the way, he lost shareholders 99.8% of their value prior to doing all of that.
i have spent a long time looking at the various brands and i do think that there are things that can be sold for much higher than the current price.
it's just hard for me to see who would want these brands - how different/better than private label are they? i like the company and management but that's the question you need to answer. i see no press reports on beverage acquisitions
brands are sub-par. can't find more than a handful that are worth anything. the ceo also said his son is taking over.
at 17 bucks sure worth a shot but at 20, you are betting on a 23 take-over which is 23x earnings. i own some but from lower levels.
stock had almost doubled since early august but now fading back down. does any know why volume spiked? was there a story or something that got people interested?
insiders were selling into the run up
i would think IBM and oracle. would Checkpoint really want them?
in your view, what would be a fair take-out price if it were to happen? $26-$27?
when do you think something like this would happen? next 12 months?
think this capital gain you are thinking about is not for nwli but rather aig
earnings were somewhat disappointing. have to scrub the numbers when the q comes out. ROE was very low.
let's see how they do with capital allocation going forward.
the low returns are unacceptable use of capital. i think the majority of the company knows that also.
unless they change the corporate regulations a dividend isn't going to happen. class b only gets 50% of dividend payments.
well, i might go long this stock but i need to do more due dilligence. while i think this stock is moving mostly due to the short covering - it also has pretty good fundamentals.
i need to model out earnings for next year..i am guessing right now but it could be between 2.00 -3.00 per share but have to understand dillution etc.
also, pretty big rise since the 3 for 1 split. Perhaps it might come down a bit to the 115 range and then i'll jump in. but only after i do my homework.
and didn't get it unfortunately. The shorts here are crazy. You will get sqeezed to 150 and then the stock will do a 3 for 1 split and then go up to 75 (225 pre split).
why should this stock fall? No reason for it to fall and so it will keep rising.
small market cap.
Think about it. The revenues of this company could easily get to 50mm per year. Which isn't outrageous given the huge demand for this product. At that point the EPS will and p/e will be very reasonable.
why the run up in price?
i thought most of the shorts covered a long time ago?
The stock has an insane market cap and is going to do a secondary offering of 11+ million shares. Who is going to buy the stock then?
Dell is going to eat these guys for lunch. They will mass produce and mass sell these things.