Speaking of health care, you really sincerely should have yourself checked out for alzheimer's or dementia. Your preponderance to post incoherent statements, avoid and evade questions on your own comments, and fabricate fantasies concerning what Joe Hete does or thinks would be rather concerning to a psychiatrist IMHO.
You obviously missed my point yet again Ex. Should I be using smaller words, shorter sentences? I rarely attend annual meetings in person. Last time was 2 years ago at the VIFL annual meeting in Tampa.
ENTR was bought out by MXL, cash and shares. Shares doubled after the acquisition. Instead of criticizing my investment, you should have taken advantage of your discovery.
I currently have investments in 4 companies that are heading towards buyouts. HINT: None of them are REITs.
I have 2 degrees, one a masters. I never said I had no degree. You're reading comprehension is quite sub par.
Why don't you check what happened with the stock you insulted me as owning. ENTR. I believe you indicated I wasn't a "big boy" because I owned such a low priced equity. You're an idiot. Btw, I have known Amazon since 2001 when I opened my original position. I won't tell you how many shares I now own, it would likely make you ill. I look for companies constantly that I feel are good buy out targets. I've done very well over the years with this goal. Also I have learned better than a degree's worth of what goes on and what to look for concerning intrabusiness dealings.
You said: "From what I 'know' or 'think' I know about Amazon. Doesn't take them very long to figure out things. By Dec they will have a year under their belt in this biz... long enough. Will want control and realize the longer they wait the more costly it will be. In addition, not sure what they think about ATSG growing ATSG biz outside of Amazon. so sooner rather than later 1st qtr next year."
You still stick to this Ex?
You have already shown yourself to be a complete loon who never answers one of my questions. You run away like a little girl every time when you know I have a point. I wish I could indeed reveal my background.
I can say that I was a member of more than one BoD and an adviser to several others. However, I don't have the need or want to self ingratiate myself. You're a very little no one who uses your self admitted imagination to protect your ridiculous ego.
You haven't examined what AAWW brings to the table. Try reading their 2015 annual report. Check out their international connections. Check out their fleet. So after this announcement, what is your timeline for Amazon making an offer to buy out ATSG? Still within a year?
It's called competition between subcontractors. Notice Atlas has made up to 30% ownership available to Amazon. It will likely limit the velocity of future expansion within ATSG. Both parties will be obliged to further sharpen their pencils and cut costs.
DHL is nothing but a placeholder for "maintenance" revenue. ATSG makes very little net profit on their business and the best thing that could happen would be to push DHL out and replace their portion with newer higher margin accounts.
I strongly think upon review the market is going to look at this addition as a negative entity in regards to ATSG.
Just to throw a guess into the mix, I believe the delay may be related to the proxy voting.
You should really get your hearing checked.
It was announced on April 30th last year..............
It was announced on April 30th last year..............
Credit Suisse analyst Stephen #$%$ points out that the sudden spike in this line item over the past two quarters indicates that Amazon Prime growth is accelerating. But as a result the company's shipping costs could have increased more than expected, thus pressuring its gross margins.
"Netnet, we believe the acceleration in growth of this line item in 3Q15 ? likely as a result of Prime Day in #$%$ly 2015 ? and the continued strength in 4Q15 indicate that Amazon is more rapidly driving Prime adoption," #$%$ writes. "There is a near-term impact to gross margin due to a step-up in Prime shipping costs that we believe is often overlooked."
If nothing else, this growth in Prime membership will push Amazon to make the ATSG collaboration a success.
Depends on cost of capital? Please explain.
They said they will be spending 215 million in capex for this year. They announced the expected schedule of deliveries during the CC. They also expect to raise the leverage on the debt ration up to 2.5 from well below 2.
It's obvious you're going to blindly follow and question nothing. That's your right of course. But when you post erroneous information, I'm gonna jump on you.
Wrong. 1. Amazon will not be exercising any options until after ATSG's shareholder meeting next month at the earliest.
2. So what if you think that Hete thinks ATSG will be above 15? Would seem smart?? For every share ATSG repurchases for say 14 and sells to Amazon to help satisfy the warrant, they lose 4.27 per share. The shares would have to ride well north of 18 before they could even hope to break even on that part of the deal. In the meanwhile, the loss they suffer on a share repurchase is directly removed from capex funding. That means more of a draw on borrowed funds, more money going to interest payments. For the amount of shares they might be contemplating to repurchase, the affect on reducing dilution would be extremely minimal.
Do a little research on them and you can find some unsavory dealings in their past. Combined with the fact that they launch this proposal based on a total of 11,000 shares of ownership tells me more than I need to know. No how, no way.
Then let them fully explain their philosophy on this matter. Quint honestly did a miserable job of explaining the ramifications during the question and answer portion of the CC. Now we have proxy proposals that again incorporate the same type of generalities that were offered in the CC. I am not the only one wanting more details, this is why you see proposal 6. When it comes to business it is foolish to implicitly trust that management always works on behalf of the shareholders.
The whole point is that ATSG would be repurchasing shares at higher prices and selling them to Amazon at a significantly LOWER price. This does not make sense. Better ATSG simply raises the overall corporate share count to accommodate the Amazon deal. Better to suffer the added share dilution and add to book value and available capital than continue the share repurchase program and create a negative equity "offering" that would do very little in alleviating EPS dilution.