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StoneMor Partners L.P. Message Board

bamajoe20715 20 posts  |  Last Activity: Mar 16, 2015 5:15 PM Member since: Feb 21, 2009
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  • Reply to

    IMOS beat estimates by 50%

    by generator77 Mar 13, 2015 9:11 AM
    bamajoe20715 bamajoe20715 Mar 16, 2015 5:15 PM Flag

    sean--------I would hope whatever date you select will coincide with the completion of the restructuring. Then, I am confident we will have something to celebrate. Now a suggestion. In order to arrive at a date,why not contact management, tell them of our plans, and ask them when they intend to complete the restructuring process so we can make plans. ( I really had to laugh as I typed that ) Just give us the month and year would be sufficient for our purposes. Getting an answer to that question, knowing how guarded they have been, would not be a realistic expectation. On a more serious note, your desire to have both Caff and Jaret at the gathering is right on the mark.

  • Reply to

    Thank You Brian Grad

    by johnboywalton56 Mar 12, 2015 7:42 PM
    bamajoe20715 bamajoe20715 Mar 13, 2015 10:09 AM Flag

    turt----- What I don't understand is why don't we, as IMOS shareholders, get the dividend that IMOS receives from 8150 paid to us as a cash dividend or used to buy back our shares when they trade at a discount to fair value. Why do 8150 shareholders get the benefit of a nice dividend and we don't.?

  • Reply to

    Outstanding Shares

    by jamcracker25 Mar 12, 2015 8:16 PM
    bamajoe20715 bamajoe20715 Mar 12, 2015 8:48 PM Flag

    jam--------I think it would be unfair to stick IMOS with the 2.38 million shares in employee stock options As I understand it,. these options were awarded to 8150 employees. The reason IMOS ( not 8150) awarded these options was because it was the only company that had shares that were publicly traded. Now,IMOS only owns about 58% of 8150 and 8150 is itself a publicly traded company. The fair way to handle these options is for IMOS to be responsible for 58% while 8150 should be responsible for the rest. Having IMOS shareholders saddled with the full responsibility of these options would result in a windfall for the 8150 shareholders. The number of IMOS shares outstanding appears to be a moving target that requires clarification and a degree of certainty.

  • Reply to

    Conversion Ratio

    by mannop125 Mar 12, 2015 3:17 PM
    bamajoe20715 bamajoe20715 Mar 12, 2015 4:24 PM Flag

    turt------I believe we need management to give us the timetable for releasing the specifics of the end game(conversion) and when the restructuring will all be completed. That is what we need to put a charge into the stock price. Will they do it real soon.?Very doubtful.

  • Reply to

    Conversion Ratio

    by mannop125 Mar 12, 2015 3:17 PM
    bamajoe20715 bamajoe20715 Mar 12, 2015 4:05 PM Flag

    My score card today: made 2 buys,down on the first, up on the second. gltl.

  • Reply to

    Revenue Numbers

    by jamcracker25 Mar 11, 2015 11:46 AM
    bamajoe20715 bamajoe20715 Mar 11, 2015 3:03 PM Flag

    buy-------They should be asked when they intend to announce the specifics of the measures they will take to complete the restructuring they have undertaken and when will the restructuring be completed. As stockholders, I think this information is not too much to ask of management.

  • Reply to

    Revenue Numbers

    by jamcracker25 Mar 11, 2015 11:46 AM
    bamajoe20715 bamajoe20715 Mar 11, 2015 1:04 PM Flag

    Jam------Quite honestly,I would rather they announce a $1.00 a share special dividend.

  • bamajoe20715 bamajoe20715 Mar 11, 2015 12:28 PM Flag

    ecoli It may be an absence of buyers,rather then an abundance of sellers that is presently causing this stock to "suck"..

  • Reply to

    Jan. Rev.

    by bamajoe20715 Mar 9, 2015 8:35 AM
    bamajoe20715 bamajoe20715 Mar 10, 2015 9:51 AM Flag

    Caff------ It would have been helpful to give that information to investors in their news release..

  • Reply to

    Jan. Rev.

    by bamajoe20715 Mar 9, 2015 8:35 AM
    bamajoe20715 bamajoe20715 Mar 9, 2015 11:02 AM Flag

    Yes,sorry.

  • bamajoe20715 by bamajoe20715 Mar 9, 2015 8:35 AM Flag

    Up 10.5% yoy.

  • Reply to

    Seriously !!!

    by sean777007 Feb 26, 2015 4:22 PM
    bamajoe20715 bamajoe20715 Mar 1, 2015 11:51 AM Flag

    marnis-------The lack of transparency is what troubles me and i would assume many other investors. Surely management must know by now what the broad outline of the end game will entail. Why not tell us what they intend or plan to do to complete the restructuring.. Indeed, have they ever even publicly stated that the end game will include the issuance of ADR's? Why has this thing taken so long to complete and why are we being left in the dark only to speculate what is going to happen. Management should be a little more forthcoming in providing important information to its shareholders.Will we get something at the next C.C?. Honestly and unfortunately, I am with marnis on this and kind of doubt it.

  • Reply to

    It is Friday

    by jamcracker25 Feb 20, 2015 3:17 PM
    bamajoe20715 bamajoe20715 Feb 20, 2015 3:32 PM Flag

    jam-------You surely know the IMOS stock price appears to be held hostage pending the release of the specifics on the conversion plan. Unfortunate,but probably true.

  • Reply to

    Taiwan Exchange

    by buy_buy_buy_123 Feb 17, 2015 1:35 PM
    bamajoe20715 bamajoe20715 Feb 17, 2015 3:35 PM Flag

    buy--- I understand what you are saying. However, we own shares of IMOS,not 8150. And,until the specifics of the conversion formula is revealed,it appears whatever 8150 does has little impact, short term, on the IMOS stock price.

  • bamajoe20715 by bamajoe20715 Feb 15, 2015 12:17 PM Flag

    Short of announcing the specifics of the conversion plan,what, in your judgement, can management do to close the gap between 8150 and the price at which IMOS is trading.

  • Reply to

    Where's the Beef? I Mean Volume?

    by buy_buy_buy_123 Feb 11, 2015 1:56 PM
    bamajoe20715 bamajoe20715 Feb 13, 2015 11:34 AM Flag

    buy-------Don't see why it would be a taxable event. You will not be selling your shares,only exchanging them for ADR's.

  • Reply to

    Where's the Beef? I Mean Volume?

    by buy_buy_buy_123 Feb 11, 2015 1:56 PM
    bamajoe20715 bamajoe20715 Feb 12, 2015 6:13 PM Flag

    seen-------I am afraid the full stock price potential of IMOS will not be realized because,while management has been very good operationally, they have been relatively inept in creating or enhancing shareholder value.

  • Reply to

    Reason for Confidence

    by madeinclay Feb 6, 2015 2:40 PM
    bamajoe20715 bamajoe20715 Feb 6, 2015 5:46 PM Flag

    jam-------I believe that part of the conversion process, will involve a large block of 8150 stock being sold by IMOS to 8150, with those shares retired. Reducing the float will improve the important metrics.This should justify a higher stock price.

  • Reply to

    It is all relative

    by jamcracker25 Jan 28, 2015 3:21 PM
    bamajoe20715 bamajoe20715 Jan 30, 2015 11:25 AM Flag

    turt-------As you know,IMOS is a holding company. The operating company is 8150. It is not unusual for a holding company to sell for less then net asset value. I am afraid we will not see fail value for IMOS unless and until the IMOS shares are converted to ADR's of 8150. Having said that,I would be delighted to be proven wrong.

  • bamajoe20715 bamajoe20715 Jan 24, 2015 1:52 PM Flag

    turt-----I have always been of the view that the buy back,if any, should be conducted after,not before, the IMOS shares are converted to ADR's. This would relieve management of the difficult decision of determining what to pay for the 8150 shares if the buy back was conducted before the conversion. After conversion,.they can buy back the ADR's which will reduce both the number of outstanding ADR's as well as the number of 8150 shares represented by each ADR. Having said that, I don't think that is how management will ultimately proceed. As I have stated earlier, I agree with Caff that I don't think we will see a significant move up in either 8150 or IMOS until the conversion formula is revealed. This uncertainty kind of places a lid on the share prices.

STON
28.78+0.21(+0.74%)Mar 26 4:02 PMEDT