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U.S. Concrete, Inc. Message Board

daninfw04 374 posts  |  Last Activity: 4 minutes 47 seconds ago Member since: Mar 23, 2004
  • daninfw04 by daninfw04 Jan 22, 2015 4:37 PM Flag

    AT&T Enters $9.2B Credit Deal to Cover Acquisition Related Payments

    Thu, 01/22/2015 - 10:59am

    by Ben Munson, Associate Editor, @wwbenmunson

    Get today's wireless headlines and news - Sign up now!

    AT&T has jumped into a $9.2 billion credit agreement that includes a $6.3 billion and a $2.87 billion term loan facility. The carrier also entered into a $2 billion 18-month credit agreement with Mizuho Bank.

    According to an SEC filing, AT&T will use the funds for general corporate purposes including “acquisition related expenses” should advances be made under either agreement.

    AT&T is currently pursuing a $48.5 billion acquisition of DirecTV. But as a Wall Street Journal report points out, the carrier could also soon be on the hook for some big ticket spectrum purchases.

    AT&T is actively bidding in the FCC’s ongoing AWS-3 spectrum auction, which has seen its revenue from total bids already climbed close to $45 billion. Analysts have estimated Verizon, AT&T’s biggest rival in the proceedings, may have spent up to $25 billion in the auction.

    AT&T, which like Verizon is likely after 20 MHz of the 65 MHz of AWS-3 spectrum currently up for grabs, may be looking at a similar tab once the auction ends. Craig Moffett of Moffett Nathanson estimates AT&T may have spent $16 billion in the AWS-3 auction.

    The smashing success of the AWS-3 auction comes as the FCC’s 600 MHz broadcaster incentive auctions have been pushed back to 2016. Early revenue estimates for the 600 MHz forward auction were set around $45 billion.

    But considering the high prices in the AWS-3 auction, it could be reasonable to expect that the available 600 MHz spectrum, which has better propagation characteristics than AWS, could fetch a higher sum.

    AT&T had originally earmarked $9 billion for bidding in the incentive auctions. But the carrier’s new round of credit agreements could result in a bigger war chest when the 600 MHz auction finally begins.

  • Reply to

    Short Squeeze?

    by daninfw04 Jan 22, 2015 10:25 AM
    daninfw04 daninfw04 Jan 22, 2015 11:38 AM Flag

    Sure is looking like a short squeeze beginning. Just traded 100 shares at $6.67 which was even above the ask.....DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 22, 2015 10:25 AM Flag

    EVC I setting up for a possible short squeeze IMVHO. Big seller appears gone. We are moving up a penny on just a few hundred shares time and time again. If it keeps moving up and if we were to get any catalyst we could pop 50 cents in nothing flat. For those that choose, might be a good trading time, and hope to get back in at a cheaper price. However, could always be more to the story. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 22, 2015 10:06 AM Flag

    In order to be fair and not constantly pump the stock, two days ago they released national ad numbers for December. They improved from the start of the month till the end of the month which might bode well for January trend wise. They were down 2% for TV broadcasters and 1.6% for cable. The analysts said most of the decline was made up by scatter. However, Univision was down 6% while Telemundo was up 5%. This weighed in the sector for sure yesterday. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 22, 2015 10:02 AM Flag

    EVC strong today in a weak market. Big seller keeps dumping large blocks and stock bounces right back. If we could ever get past this big seller we would really pop. Lot's of investors have 50%+ profits they have made in past 30-60 days. I suspect some waited till 2015 to sell for tax purposes. I see a big move coming soon. DaninFW

    Sentiment: Strong Buy

  • Reply to

    Co-Founder

    by daninfw04 Jan 22, 2015 9:36 AM
    daninfw04 daninfw04 Jan 22, 2015 10:00 AM Flag

    He's still got a bunch of the super voting stock. Has a bunch in a trust or two. IMVHO not being on the BOD's makes more likely he would sell his stock or support a buy out. If I had to guess unless there was a health issue, he wants to cash out, and that's not the mood of the other BOD's, especially the CEO. Looks like the market supports his decision. The market either didn't think he was good for the BOD's or his departure bodes something else. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 22, 2015 9:36 AM Flag

    The co-founder of EVC resigned from BOD's this morning. Can only be health issues or disagreement over direction of company........DaninFW

    Sentiment: Strong Buy

  • Reply to

    time to hire a ceo

    by smaycs4 Jan 14, 2015 2:31 PM
    daninfw04 daninfw04 Jan 21, 2015 4:04 PM Flag

    You finally said something smart. It looks like PBY's will be closing stores to make room for the ones that know how to operate profitable stores and drive sales without giving margin away. Senility has it's benefits.

  • Reply to

    Yesterday

    by daninfw04 Jan 15, 2015 9:55 AM
    daninfw04 daninfw04 Jan 21, 2015 3:44 PM Flag

    Many don't realize it but 35% of total capital spending for S&P 500 comes from energy companies......I've been seeing and reading all the articles. DaninFW

    Sentiment: Strong Buy

  • Reply to

    $6.30

    by daninfw04 Jan 21, 2015 10:25 AM
    daninfw04 daninfw04 Jan 21, 2015 11:14 AM Flag

    When Ryvicker added up spectrum values she highlighted NXST and SBGI and didn't mention EVC, LIN or MEG. I haven't added them up either. I have meant to and probably will if I make a decision to buy a lot of MEG. If Martel said it was so, it probably is. He did add up EVC and agreed with me also. DaninFW

  • Reply to

    $6.30

    by daninfw04 Jan 21, 2015 10:25 AM
    daninfw04 daninfw04 Jan 21, 2015 11:03 AM Flag

    IMVHO, MEG never has shown all the promised synergies from previous acquisitions. The difference now is that the guy running LIN is now running the combined MEG/LIN and I think there will be a difference. MEG is on my radar screen but I think it may drift lower in a weak market. Also, there are a lot of LIN shareholders with MEG stock that are probably dumping. They may have waited till 2015 to sell so as to delay taxes. Selling may be over soon. DaninFW

  • Reply to

    $6.30

    by daninfw04 Jan 21, 2015 10:25 AM
    daninfw04 daninfw04 Jan 21, 2015 10:29 AM Flag

    I would add that MEG hit a new 52 week low this morning before reversing. SBGI and NXST have also reversed and up $1.00+ from their lows of the day. Sector is not that strong. EVC has held up well and not that far off 52 week high compared to sector. Again, MEG hit 52 week low yesterday and today. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 21, 2015 10:25 AM Flag

    Yesterday we were starting to move up and was trading at $6.39-$6.40. Then, about 1.5 hours before presentation a big seller started dumping. He would unload till it hit $6.30 and then would let it run to $6.34-$6.35 and he would dump again. He did this more times than I could count. About 100,000+ shares got unloaded. Today, same thing. He dumped about 40,000 shares right after the open. It runs to $6.33-$6.35 and he dumps again taking it to $6.30. Unusual. IMVHO until we see a lot of shares traded we are stuck in a narrow channel. However, once he's done we should pop. DaninFW

    Sentiment: Strong Buy

  • Reply to

    time to hire a ceo

    by smaycs4 Jan 14, 2015 2:31 PM
    daninfw04 daninfw04 Jan 21, 2015 9:53 AM Flag

    Where do you make this stuff up? Both of you are in denial. You guys don't even understand your investment. I would add that the coupons aren't good for tire purchases. You should really research stuff before you post and show your ignorance. DaninFW

  • Reply to

    Blog from Yesterday

    by daninfw04 Jan 21, 2015 8:59 AM
    daninfw04 daninfw04 Jan 21, 2015 9:02 AM Flag

    I just posted some of the article above. It talked about other companies as well and made mention once or twice more about EVC. DaninFW

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 21, 2015 8:59 AM Flag

    The Best Digital Business Models Put Evolution Before Revolution
    by George Westerma and Didier Bonnet January 20, 2015
    Monetizing Digital Assets

    Sometimes, the data itself can become a product. Entravision Communications Corporation is a Spanish-language media company with significant reach in the U.S. Latino audience, a market that collectively has over a trillion dollars in purchasing power. The company, started in 1996, operates more than a hundred radio and television stations and digital platforms. The company was unique in its ability to offer highly localized marketing in different geographies.

    .



    As Entravision processed a growing amount of both internal data and data from licensing agreements with partners, executives began to see the potential value of mastering this new currency. Using advanced analytics, the company started to obtain fine-grained behavioral insights, which were highly sought after by companies selling products and services to the Latino population.

    The demand for deep insights into Latino markets began to grow beyond traditional media buyers, moving Entravision’s client conversations into analytics and predictive modeling. Thus, in 2012, Luminar was born. Luminar is a dedicated business unit that shifted from delivering internal analytics to offering big data as a service to external clients. The company has since gained clients such as Nestlé, General Mills, and Target, among others. In 2013, the business expanded further by launching the Luminar Audience Platform for buying targeted online audiences. The company now collects and analyzes data for fifteen million U.S. Latino adults, representing around 70 percent of the U.S. Latino adult population’s transactions in brick-and-mortar, online, and catalog. The company that traditionally saw itself as a broadcasting group now sees itself as an integrated media and information technology company serving the Latino market.

    Sentiment: Strong Buy

  • Reply to

    time to hire a ceo

    by smaycs4 Jan 14, 2015 2:31 PM
    daninfw04 daninfw04 Jan 21, 2015 8:43 AM Flag

    The truth hurts doesn't it. DaninFW

  • daninfw04 by daninfw04 Jan 20, 2015 10:06 PM Flag

    Desportes Media just announced today they added Piolin radio show to their three stations in Dallas, Houston and San Francisco. More commission for EVC. Daninfw

    Sentiment: Strong Buy

  • daninfw04 by daninfw04 Jan 20, 2015 8:29 PM Flag

    Another thing that came out of presentation was that interest rates are hedged and
    Will be 3.5% in 2015 and will only be 4.5% in 2016. CFO said could be less if they pay down more debt. But, they will save $700k on the $20 Million they paid down this year on debt. If they pay down the same again that's another $700k. So, actually interest paid in 2017 would only be $2.6 million more in 2017. Remember all the #$%$ and doom and gloom lying monger spread on this issue? That would also be $40 million less debt. Daninfw

    Sentiment: Strong Buy

  • Reply to

    Presentation Today

    by daninfw04 Jan 20, 2015 4:21 PM
    daninfw04 daninfw04 Jan 20, 2015 5:07 PM Flag

    He did. But, he also said they were selling at a multiple of 12 when the average was 15-16........I was really caught off guard on how he was flexing his muscles at Univision negotiations like he had the upper hand. The other thing I noted was what he said and how he said it. I read between the lines. He kept saying things like "I will make that decision........I will give them what they need......I, I, I like he alone was calling the shots. He is the CFO not CEO......at present. He didn't say "we" one time that I remember. It was always "I" like he was calling the shots. The CEO is 65-66......maybe we were listening to the new CEO.........DaninFW

    Sentiment: Strong Buy

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