the post CC audio is not avail as of yet, albeit the slides are available. nevertheless, IILG had approx. 650mm REV last year and now have post Vistana deal additional 200mm consolidated under the IILG umbrella with good ebitda Yet, the street is rewarding the deal. what gives ?
thanks for the color on CC. can you extrapolate on your reference to 5.5b in imbedded inventory ? lastly and more of a tea leave question why is stock acting so poorly ? considering the additional revenue coming online. thanks in advance
7 insiders buys reported last couple days all under 15.65 and the stock wont budge. either MM are accumulating or some hedgies are backing into it drop out the floor.
Sentiment: Strong Buy
not sure that was Bridger strategy unless they had a outside the box short taken before offering. from my intel street is denying short position. I closed out position back at 5.76 before the melt down. got lucky wanted to move resources over to ACAD. yet, I keep TROV on my screen interested in scaling back in when we see a renewed up-surge with volume and news. until then will watch it. good luck here Ed. have a spooky fun weekend.
considering the manipulation in the markets. I bet they got the NDA approved and our allowing BB to cover and new monies to our in before the rocket ACAD up the 70's. Regarding, Spader and Evbgsun quarrel just shake virtual hands and move past your rants.
Not likely. ACAD would be leaving money on the table. they will wait for ADP results in my opinion.
we still have catalyst such as EEU partnership on pima and obviously NDa acceptance and then color on ADP trial plus the rumors of who will take them out which should start kicking into high gear soon. watch for large BIO doing new offering to shore up cash this is a sure sign they are on the prowl.
that my understanding. they could sign a right of 1st refusal post acceptance. but how do you value ADP opportunity that the challenge. unless u negotiated a kicker on the trial outcome. yet logically speaking they will wait until everything is baked in to a valuation. make no sense not to
yes. my understanding is this.. they have to disclose it to board and sec. its usually papered up and public domain but very buried in deal docs. remember its a hedge tool not a straight up short with no long position but difference. most corp governance requires board members to own a bucket of shares thus they have enormous amount of wealth tied up in one company thus they are allowed to use a hedge for protection. yet they sometimes use a outside entity ( yet they might use a different holding company ) to house the hedge. yet it public domain not easy to find. this is my humble understanding. do your own DD. I could be wrong. outside the box shorting is common place for the generals of the world who place big bets.