The Allstate Corporation Message Board
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He shows a position of 25 million shares. If he keeps increasing his position, this is the Good Housekeeping Seal Of Approval.
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It is quite obvious, that the shorts know the future. They must cover their whole position, before 11/30/2013.
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Short interest down to 12.8 million. Continued covering-- lowest short position in years.
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Down from 13.5 % to 7.5 %. Question is who bought their convertible bonds. The bonds are convertible into about 8 million shares of USG common stock. It might be Black Rock. However, it really doesn't matter, because, with the new amendments no one but Buffett can try to take over the Company.
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I am quite surprised, that so little change took place in last report. I was expecting a much lower number. Now this could be because, of several reasons. Reason #1-- Maybe, in the last two weeks, after the shorts were able to get the stock down to the $25 range, they had too much competition on the buy side. This in turn, stopped them, from covering more of their outstanding short positions. All the better for the longs. Remember, after Aug. 2013, the loss carry over should not be affected, by an "ownership change". That represents, a seven year wait period, since the rights offering took place. Of course, what USG shows in earnings for the first quarter, is most important.
Sentiment: Strong Buy
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Short interest report for 3/31/2013 is due out. Last report was 14.3 million, with 10.3 days to cover. Note: The last seven month reports, have been lower each time. Down from 23.7 million on 8/15/2012.
Sentiment: Strong Buy
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Simple-- What took place, in the after market. Is that too difficult to comprehend.
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After some jerk sold, 9804 shares of USG at $26.44, a trade of 38,137 shares of USG, took place at 5.01 pm, at $27.21, and cleaned up the street.
Sentiment: Strong Buy
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Directors are still taking stock in lieu of cash for their compensation
by rtboater45 •Apr 1, 2013 1:31 PMI saw only about 1800 shares acquired, by two directors on4/1/2013. Do you have any more information, and if so, please report. Thanks.
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It's no secret, that BRK wants USG. So now for their benefit, the agreement is changed. Ownership is now limited from 15% to 4.9%, of USG's outstanding shares. The real reason for this, is to stop anyone else, from becoming a competitor to BRK in the final move, to accruing the USG Corp. Now the real truth is told.
Sentiment: Strong Buy
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Thanks for your input. Based on my projections, BRK can hold off on it's conversion of $300 million of USG bonds, until the end of Nov.2013. After that, USG, can buy back it's own debt, at $1050. per bond.Of course this would not happen, so therefore after conversion BRK now has 26 million more shares, or a total of 43 million shares. Also, who knows, what deals Warren, has made for other blocks of USG stock. This makes for some very interesting maneuvers going forward.
Sentiment: Strong Buy
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Need to know, what limits if any, will BRK have to abide by in regard to it's stock holdings in USG, going forward.
Sentiment: Strong Buy
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Would you please explain as simple as possible, what this new amended stockholder rights plan means and what if there are any restrictions to BRK in acquiring controlling stock of USG, after 8/1/2013. I would greatly appreciate it.
Sentiment: Strong Buy