A bit strange to see NILSY moving up as iron ore and coal companies continue to tumble. If it wasn't for the Indonesia ban on nickel ore exports, I think NILSY would be dropping too.
Oops never mind. Anyway, I suppose worse things could happen. But it'll have to be a lot more than $5B given the market cap is 4.40B (EV is 4.67B). I'd say $6B at a bare minimum.
Sorry but I will stick with the best. You can have the rest.
@@@@PulteGroup price target, EPS estimates were raised at UBS. Driven by growth at Del Webb and authorization for $2 billion for land spending in 2014, UBS said. Twelve-month price target is $25.
I don't think that could happen... there would be too much new debt to execute it. But I also doubt FT got the rumor wrong. And the fact both RAI and LO moved up supports the following scenario
@@@@@One possibility is that Reynolds would issue stock to BAT, either to keep its stake at 42 percent or bring it higher, and equip the U.S. company with more cash to do a deal. Cash would probably be more attractive to Lorillard shareholders than stock, possibly helping Reynolds negotiate a better price.
You guys don't get it. REC is going to double, yes double, their output in three years. Read today's Seeking Alpha article on RNWEF to understand why REC will obliterate any chance LDK has to continue on as a poly producer. Or you can choose to ignore this and wallow in your misery.
@@@@@ REC Silicon: Strong Buy With Multiple Positive Triggers.... For 2014, REC Silicon expects polysilicon production to be 19,400MT and silicon gas sales to be 2,500MT. Further, the FBR cash cost is expected to be $11.7/Kg. The FBR cost is important to mention as the FBR cost was as high as $14.1/Kg in the first quarter of 2013, before moderating to $10.5/Kg by the fourth quarter of 2013. This resulted in an average FBR cost of $12.3/Kg for 2013. As the FBR cost declines, EBITDA margin will witness improvement in 2014.
So need to wait for a couple more upward revisions before going short it then... hopefully it shoots up to hit its all-time high... that might be a good entry point
Okay I can understand how starting from scratch would be difficult and that SSTK has a big first mover advantage.
But what about YHOO-Flickr? It has a huge database of photos and users and it would seem straightforward to monetize that by introducing a 'sell/license your photos' option to those users. And what's your take on Wikimedia Commons? Photographers are happy to post there and share the images... for free no less.
No. I think my original post is perfectly clear. I expect CREE to invest it to grow their business faster. If they can't figure out a way to use it (R&D/NPI, tuck-in acquisitions, share buyback, etc.) then they should return to it shareholders - a special dividend will work for me.
Wikimedia Commons has a huge free image database, although there are licensing requirements.
SA report suggests that there is no barrier here, although I would agree that as the biggest fish, it's SSTK's game to lose.
@@@@@Shutterstock (SSTK) is a $3.3 billion market cap digital image marketplace. Its technology allows image buyers to browse its database of over 30 million images, vectors and video clips for purchase online, either individually or on a subscription basis. The images are uploaded on what amounts to a consignment basis by contributors who earn a portion of the royalty-free license fee for each download. The average price per image is about $3. SSTK is the largest pure-play microstock company, but there are plenty of competitors, many of which charge lower prices. For instance, see the front page results of a Google search for "royalty-free stock images" below.
One last comment... you can always hedge your position or even reverse and go short if you think the short-side has control. Nothing stops you from profiting on moves up or down.
Disclaimer: long ITM 2016 leaps calls.