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Linn Co, LLC Message Board

fish.andchips 5 posts  |  Last Activity: Jun 27, 2016 7:23 AM Member since: Jul 24, 2009
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  • Reply to

    A little over 300,000 shares at the close.

    by johnberchick Jun 24, 2016 4:08 PM
    fish.andchips fish.andchips Jun 27, 2016 7:23 AM Flag

    At over 600K shares traded on Friday, this represents 8.5% of the total shares and a much higher % of what is floating. Where did these shares come from and who bought them?

    F&C

    Sentiment: Buy

  • fish.andchips by fish.andchips Jun 14, 2016 9:03 AM Flag

    When Shaike provided a forecast for Q2 at $21.5-$22.5 M on the call, I think he had a good idea on what their pipeline was and how far into the testing cycle they were with partners. I believe that they probably had commitments for about $21 M in orders and that they would close 2 or more of those solutions being tested. Their wins add up to $1.75 M to date with the 3 design wins this quarter. This should add about 4-6 cents per share in earnings (from Q1) as like the past, they don’t need to scale engineering or G&A to take additional orders. If these designs wins continue, their bottom line will grow like it did between 2009-2013.

    F&C

    Sentiment: Buy

  • Reply to

    Likely Target Div Payout 2017:

    by play_tow May 3, 2016 12:14 PM
    fish.andchips fish.andchips May 3, 2016 3:31 PM Flag

    Info from the transcripts:

    They didn't miss the the first quarter's number, they took a 9 cent impairment. Their Q1 number was $.43/share. And as long as the oil producing nation want to pump out more and more oil, the rates are not coming down any time soon. It was implied on the call that the Q 2 spot rates would remain close to $60K/day.

    Following a great first quarter, we had to-date looked 71% of our stock base for the second quarter at $59,000 per day. As such about 43% of our spot calendar year is open for at $60,000 a day. And these we think are handsome numbers.

    We will now go through the income statements. With TC revenues at 90 million, normalized EBITDA at some 70 million and net income excluding impairment of 40 million, it was a solid quarter. EPS was $0.34. This however, includes the impairment of the assets held for sale equaling $0.09 per share. As such the normalized EPS was $0.43.

    Sentiment: Buy

  • fish.andchips fish.andchips May 3, 2016 8:57 AM Flag

    Running at about the same rate as Q1.

    F&C

    Sentiment: Buy

  • Reply to

    Word out?

    by johnberchick Apr 12, 2016 2:05 PM
    fish.andchips fish.andchips Apr 13, 2016 8:48 AM Flag

    Part of the business with some of their customers is on consignment, so they don't get the numbers from the partners until the partners do an inventory to see what they pulled. The partners will get them an estimate on what they think they are going to use sometime in Q4 and the actual numbers in early January. Consignment is great for suppliers as the OEM is committed to you, but you are not getting the PO until after the product has been consumed. It's the same issue every quarter.

    F&C

    Sentiment: Strong Buy

LNCO
0.1197-0.0029(-2.37%)May 23 4:00 PMEDT