The holders of the C have learned a valuable lesson. They can not get out of their holdings. The C commanded a premium to the D for the last 18 months, but the tide has turned as there are no buyers for the C.
Gill, you can not make money on hope! Long ago when I hoped to nail the high school home coming queen and it never happened, I like many other men developing patterns for their life, learned not to count on hope.
The Alaska official O&G site has the information on the 14 leases MILL gave up. You can check for yourself and see if Otter is gone. Using the lease tag see what MILL still owns vs what they owned at the last monthly update. Lease ownertship data and map page for CI.
Thanks WH. I have looked at the company pretty hard, and I am inclined to be short here also. I think casual dining is crowded and RT does not have any real outstanding must have items on the menu. Anywhere in here over 8 seems to be a short sell to me. My only concern is there may be more dining out with the gas price savings, but very little of that consumer money will ever find its way into RT's coffers. But that old adage of a rising tide floats all boats applies for sure.
a compelling reason to buy or to short RT? Is it just dead money? Anybody got any visibility on store traffic. Product quality? I do not have any of their outlets near me, any thoughts or ideas will be appreciated.. A wounded healer, do you follow the stock? Thanks
Gas, I use the term promotional in describing MILL management. They promote (advance) their own ends in a very negative way. I mean promotional closer to a ponzi promotion, but on a corp level, borrowing from one entity to pay off another loan, and always increasing debt.. Promoters who try to grab stock by the handful, overpay themselves and always deal in their own interests before the other stake holders, wanting to control the company for their own ends to the point of not stepping back and letting qualified people run the show. I think a lot of it is ego and the need to feel powerful, playing monopoly, pushing millions around the table, playing at being business people. That is my opinion for sure.
Why no one mentions YHOO patents anymore? I recall they just licensed the use of some patents for a decent amount of cash over several years. Assuming the patents are part of the core, they have to have at least some value? I am long YHOO based solely on the potential of AG, but all the little kickers add up.
MB may well have deleted all his posts for very practical reasons. I know he is currently involved in some intense negotiations that may well involve YHOO, and maybe it was in his best interest to delete all? I suspect he is watching the board with a keen eye, but may not be participating at this moment. He will return when it is appropriate for him to do so.
YHOO has become a strong buy in my opinion. Given a market slide, the cheaper YHOO gets the better I like it. Time to load the boat, back up the truck, or just punch the buy button on the screen! At 32 with the outstanding shares computed at 850 Million, the market is saying YHOO is worth only 27B. I sure hope YHOO is buying stock today big time in big blocks.
Sentiment: Strong Buy
I am bumping this post, it fits with current talk of AG taking over YHOO, and adds the Y-J angle. MB contact me off the board, I have a question for you.
their thoughts on why Alibaba does not buy YHOO outright for cash and a YHOO stub that holds core assets and leaves YHOO virtually under the control of the same mgt. YHOO data stays under US control eliminating Govt intervention. Then Alibaba cancels the Alibaba shares held by YHOO while exchanging YHOO-J shares for additional Alibaba shares currently held by SB using some agreed on formula. Then Alibaba cancels those shares and immediately shrinks the outstanding shares in Alibaba by as much as 40% or instead of cancelling all the shares, Alibaba uses some of the shares in the IPO which gets delayed until after the YHOO acquisition.
Gloom, you failed to mention the 20% of AG that was bought from YHOO, those shares will be in an IPO and proceeds will go to AG corp kitty, AG can also sell shares in the IPO that are authorized but not issued with those proceeds going to AG corp kitty. Ag also has a call on at least half of YHOO's remaining shares, but YHOO will receive the IPO price for these shares. YHOO will, after an IPO, to my recollection have about 10% of the then outstanding AG stock. It is this block that will provide the real gains for YHOO, if the IPO is successful. Fools with misinformation, ie webdave should understand what they write about before looking so dumb. You are far to intelligent to (from your past posts) to be so barish on YHOO. I trade it from both sides, and the side to be on right now is the short side. Until there is real progress on the books instead of just a lot of expensive take over hires, YHOO will trade flat to down and react to market rumors of AG IPO or YJ sell. YHOO does not need cash, so why sell anything? Flat to down with a bottom near 19.75.
"OSD’s operating loss was reduced by higher revenue and lower cost of revenue and sales and marketing expenses, offset in part by higher research and development expenses. Cost of revenue decreased $163 million, driven by lower traffic acquisition costs and Yahoo! reimbursement costs. Sales and marketing expenses decreased $71 million or 19%, due mainly to decreased advertising and corporate marketing activities. Research and development expenses increased $47 million or 8%, primarily reflecting higher headcount-related expenses." Seems to be saying YHOO will be reporting less search income. I sure hope the float has been reduced enough to offset that shortfall in operating income if, infact, there is a shortfall.
Sentiment: Strong Sell
The catalyst to move over 20 and approach 21, after this consolidation, will come on Monday 28 Jan when YHOO announces earnings of between .31 and .34 a share (above estimates) and reveals the extent of their share buyback program (above anticipated numbers). Stay long, buy some Feb calls and relax as it plays out.
Sentiment: Strong Buy
Looks like 100M for Al and 400M for 100M common, I wonder how much Al debt they are taking? Looks like the news reports of 500M total was right
Sentiment: Strong Buy
chatter around YHOO and the talk both pro and con on this board. It all means there is extreme interest in YHOO!!! Translated for grey...the stock is going to be volitile!
Sentiment: Strong Buy