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Columbia Sportswear Company Message Board

cliffbanger86 121 posts  |  Last Activity: Jul 29, 2014 9:22 AM Member since: Nov 21, 2007
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  • Analyst recommends buying spdc in note out this morning before earnings as he expects solid quarter plus AAFES implementation gaining traction with others into upcoming holiday season.

    Sentiment: Strong Buy

  • cliffbanger86 by cliffbanger86 Jul 28, 2014 11:06 PM Flag

    For those who believe spdc is going down, do you believe the company will meet or beat the forecast for fy 2015 of adjusted Ebitda between $17-20mm and revenues between $135-155mm?

    Yes or no? Simple question.

    I say yes

    How about others?

    Sentiment: Strong Buy

  • Reply to

    Deal announced next week?

    by finster63 Jun 27, 2014 12:12 PM
    cliffbanger86 cliffbanger86 Jul 2, 2014 9:39 PM Flag

    Hope it is announced tomorrow or Monday. Have to agree that it makes little sense to do a mini road show until transaction is announced.

    Sentiment: Strong Buy

  • Reply to

    On her way home.

    by brummieboy45 Jun 29, 2014 10:06 PM
    cliffbanger86 cliffbanger86 Jun 29, 2014 11:10 PM Flag

    Of course whatever they did pick up in the last several days will be brought in with the OE. It is the last day of the quarter as well.

  • Reply to

    Odyssey Explorer

    by smac1964 Jun 29, 2014 4:12 PM
    cliffbanger86 cliffbanger86 Jun 29, 2014 6:11 PM Flag

    They may be coming in bc of weather.

  • cliffbanger86 by cliffbanger86 Jun 22, 2014 10:39 AM Flag

    There are going to be multiple winners with Omex. The shorts will win as they will likely cover below 2.25 giving a nice return from shorting in the 3's and perhaps 4's. The longs astute enough to be buying now will have significant gains as the price rebounds back over $3 and then some. This is not a zero sum game unless you want to be a pig on the short side. The shorts had their run. They were right about the share price. But now it is time to cover and lock in the profit.

    The SA recovery will produce sufficient value to restore the balance sheet. Oceanica is real and expect a modest monetization there as loans get repaid. The permit process is legitimate.

    There is also noise about the Victory but the company is finally keeping its mouth shut until it is right. Putting Omex to the side, do you really think the British Govt was going to let the site just decay? Action was and is inevitable there.

    The Russell reconstitution is done. Shares have been matched. There will be a large volume reported late Friday but the underlying shares have already been matched. Assuming Omex reports news in early July, he share price should go over $2 and perhaps much higher with a surprise...

    So there are multiple winners. Shorts and longs who have been astute. After all it is the market.

    Sentiment: Buy

  • Reply to

    AAFES Article Part 1

    by cliffbanger86 Jun 9, 2014 1:09 PM
    cliffbanger86 cliffbanger86 Jun 9, 2014 1:12 PM Flag

    Shull pitched his idea in a May 8 memorandum to the under secretary of defense for personnel and readiness, with review and comment also sought from top manpower officials in the Army, Navy and Air Force. A spokeswoman for Acting Under Secretary Jessica L. Garfola Wright said the proposal “is undergoing staffing and no decisions have been made.”

    Allowing veterans access to online exchange shopping, Shull assured officials in his memo, “will not adversely affect the benefit to currently serving and retiree personnel in any way.” Indeed, he added, it will enhance the benefit by increasing profits and, therefore, increasing dividends to support the services’ Morale, Welfare and Recreation “funding accounts.”

    Preserving the shopping benefit “is in the best interest of the entire military community,” Shull added. Then he summarized why it’s in jeopardy, citing “announced and planned troop drawdowns, large cuts to the DOD budget for Morale, Welfare and Recreation activities, and fewer personnel and families living on the installation, all of which are leading to a greatly reduced customer base and decreased earnings/dividends.”

    In a phone interview Tuesday from AAFES headquarters in Dallas, Shull, a West Point graduate and retired reserve major, said his online proposal is a “win-win-win” idea. It would help veterans, help exchanges and help to protect force “readiness and resiliency” by ensuring that exchange profits can sustain on-base quality of life programs.

  • cliffbanger86 by cliffbanger86 Jun 9, 2014 1:09 PM Flag

    Military Update

    AAFES chief: Let 22 million vets shop exchanges online

    Stars and Stripes
    Published: June 5, 2014


    aafes illustration 605
    AAFES WEB PAGE; STARS AND STRIPES ILLUSTRATION
    Defense officials are weighing a proposal from the director of the Army and Air Force Exchange Service (AAFES) to allow the nation’s 22 million honorably discharged veterans, and perhaps an equal number of their family members, to shop online for military exchange products and discounts.

    Shoppers who use the AAFES website enjoy savings of up to 25 percent on many brand name products. They also avoid state and local sale taxes on their purchases just like on-base shoppers do.

    By providing online discounts to millions of deserving veterans and families, said Thomas C. Shull, chief executive officer of AAFES, the exchange services would see overall profits soar while protecting the benefit in tough budget times and ensuring that quality-of-life programs for military families continue to be funded by exchange profits or “dividends.”

    Shull pitched his idea in a May 8 memorandum to the under secretary of defense for personnel and readiness, with review and comment also sought from top manpower officials in the Army, Navy and Air Force. A spokeswoman for Acting Under Secretary Jessica L. Garfola Wright said the proposal “is undergoing staffing and no decisions have been made.”

    Allowing veterans access to online exchange shopping, Shull assured officials in his memo, “will not adversely affect the benefit to currently serving and retiree personnel in any way.” Indeed, he added, it will enhance the benefit by increasing profits and, therefore, increasing dividends to support the services’ Morale, Welfare and Recreation “funding accounts.”

    Sentiment: Buy

  • cliffbanger86 by cliffbanger86 Jun 9, 2014 7:26 AM Flag

    New client AAFES is looking to expand online services to honorably discharged vets and families. Predict 10 fold increase in sales and profits within 5 years. Also Marine and Navy Exchanges.

    Appears SPDC will go live with significantly new platform, fulfillment and call center services by Labor Day.

    Just google AAFES for news.

    Already big for SPDC BUT expanded availability would be huge for SPDC.

    Sentiment: Buy

  • Reply to

    Poster's are a sham

    by george3martha Apr 22, 2014 11:31 PM
    cliffbanger86 cliffbanger86 Apr 23, 2014 12:26 AM Flag

    This is all too funny. A newly born poster arrives today to save us from pending doom. What a guy!!! Lol

    AAFES ahead of schedule. Move back over $4 is close.

  • Analyst states stock is oversold and expects news soon on divestiture of legacy distribution business. Says there is some investor consternation over this that is basically unwarranted. State a ecommerce ramping with armed forces deal ramping quicker than expected.

    There is a replay of the call available to lake street clients. Sounds positive to me.

    Sentiment: Buy

  • Reply to

    Lawsuite

    by jacky_bird Mar 25, 2014 1:18 AM
    cliffbanger86 cliffbanger86 Mar 25, 2014 12:46 PM Flag

    It is extremely difficult to obtain these sort of consequential damages from a breach of contract involving unpaid invoices. I am sure the company will now get in front of this and explain what it is and isn't. Right now it is merely selling on this with no support yet coming from the company in terms of what this is all about.

    Sentiment: Buy

  • cliffbanger86 by cliffbanger86 Mar 12, 2014 9:30 AM Flag

    Omex can do nothing right at all per Morris. Nothing. Everything they do is wrong per Morris. Everything. Now he is saying cash is down bc of first class plane tickets. He is desperate now for attention. But totally irrelevant at this point. Even uses Roth conference as evidence omex will be raising capital. His ship has sailed. Young man who lost to the market .

    Sentiment: Buy

  • Reply to

    value?

    by average_web_idiot Mar 11, 2014 8:18 AM
    cliffbanger86 cliffbanger86 Mar 11, 2014 8:29 AM Flag

    The 18.8% is on the higher range of 15-20%. I think I understand it. It is clearly a several billion dollar deposit and the trick is to determine how omex monetizes it to present value. The experts will weigh in soon enough.

  • Company has been clear that it is getting out of the lower margin distribution business and looking for acquisitions on the e-commerce side. Could the hunter become the hunted as well? Lots of activity in the e-commerce space. Either way bodes very well for SPDC (and PFSW by the way).

    Sentiment: Buy

  • Today it is the news was out before the company put out a PR. Well the company per form put out a PR at 8am EST. No different than most companies.

    Of course this is good news. It will bring cash into the company. Who knows how much, but it is a positive.

    The shorties better hope Oceanica assay results and the Victory salvage don't come to positive fruition soon. The covering will be a thing of
    beauty.

    Omex could find $20 mm in cash and the posters here would complain it wasn't $21mm. I love it.

    Sentiment: Buy

  • Reply to

    OFFICIAL EXCHANGES

    by valueguyhp2002 Feb 28, 2014 10:14 AM
    cliffbanger86 cliffbanger86 Feb 28, 2014 10:44 PM Flag

    Your friend Meson said Victory is dead. The written Q&A confirms nothing of the sort. No idea how thus ends, but a clean read is the Victory salvage by OMEX is still very much alive. The revised plan could be as little as a few issues since much was in the last revised plan. The rest are non issues now.

    If Oceanica comes through as well as Victory, the 20mm short shares will more than double this price in a hurry. But admittedly it is still an if.

    Sentiment: Buy

  • Reply to

    Odyssey Explorer

    by stevemacfarlane Feb 13, 2014 8:42 AM
    cliffbanger86 cliffbanger86 Feb 17, 2014 9:10 AM Flag

    Where is she Steve? Any sense ? Thanks

    Sentiment: Buy

  • Reply to

    hey lowl...

    by cliffbanger86 Feb 10, 2014 2:15 PM
    cliffbanger86 cliffbanger86 Feb 10, 2014 4:19 PM Flag

    some commonality of fund ownership at the top as well.

    Sentiment: Buy

  • Reply to

    hey lowl...

    by cliffbanger86 Feb 10, 2014 2:15 PM
    cliffbanger86 cliffbanger86 Feb 10, 2014 4:17 PM Flag

    PFSW is somewhat growth constrained by their small size. Access to far more capital would be available asa merged entity. Margins improve as well. Need to look at the big picture here.

    Sentiment: Buy

COLM
74.45-0.31(-0.41%)Aug 1 4:00 PMEDT

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