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ConocoPhillips Message Board

govpur 7 posts  |  Last Activity: Aug 10, 2015 1:07 PM Member since: Apr 16, 2013
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  • govpur govpur Aug 10, 2015 1:07 PM Flag

    You are wrong. Virtually all the 20 somethings we sell to use twitter as opposed to FB. We just created a marketing push around twitter and it is easy to use and powerful. Plan on using twitter ads, especially now that NFL deal is in place. We sell weapon storage to the military and you can see @weapon_rack_ken

  • govpur by govpur Jul 23, 2015 11:29 AM Flag

    The market cap of ARP is approx. 372 million and ATLS has 28 percent. That is 104 million and ATLS traded at 89 million market cap. Why is this out of whack- is it the debt load? Why does ATLS have a billion in debt after the Targa deal?

  • Reply to


    by govpur Jul 13, 2015 1:56 PM
    govpur govpur Jul 13, 2015 6:03 PM Flag

    I respectfully disagree with you. Look, potential buyers have a window here. NAV had missed the rally since 2009 and has divested all non core at this point. I think once earnings make the turn, which they will, the street will re-evaluate NAV and it will be north of $40 per share. A buyer today can pay 30-35 and steal this. Icahn, et all will agree and International trucks are in better hands who can realize full potential. We disagree, that is fine, but take your profit on short side and be happy. U are 7 away from your target, be happy

  • Reply to


    by govpur Jul 13, 2015 1:56 PM
    govpur govpur Jul 13, 2015 5:09 PM Flag

    Yes. GM was forced to divest in 2007 when they made the sale. Now those execs are at NAV. U r probably to young to remember 2007 when GM was dismantling the kitchen sink to stay alive. They want back in this business, son, and who else is out there!

  • I am laying out the theory that GM will buy NAV: 1. Many ex GM mgt now at NAV 2. GM wants to look like Daimler and will if they buy NAV 3. GM wants bigger presence in defense vehicles 4. GM will create a direct competitor to Jeep by reviving the International Scout and develop a line like Jeep around it.
    We know they are talking from the Forbes article and isn't it interesting that nothing came of that yet? I am all for this happening and will hold GM if they do a share purchase. BTW, this is exactly the bold action the market wants GM to take and I wouldn't be surprised if GM rallied on the announcement.

  • Reply to


    by poker_surfer Jul 8, 2015 9:28 PM
    govpur govpur Jul 10, 2015 9:14 AM Flag

    Poker. You are wrong on this one. This is an investment, not a trade. Good riddance

  • govpur govpur Jul 6, 2015 9:40 PM Flag

    I have been thinking the same thing. Why this weird article last week and no announcement? Why recreate the closed Chevy heavy truck division when you could buy navistar with 100 year old brand and totally separate desler network that you could also migrate the Isuzu partnership to? Maybe GM wants the whole company and looks like Daimler when done. Makes sense to me anyway and maybe is reason GM scoffed at Fiat as they already have this in queu!

    Sentiment: Strong Buy

51.19+3.03(+6.29%)Oct 2 4:00 PMEDT