please explain the absolute solvency of SDRL ...over the next 18 months ........
Not sure SDRL has the "fortress Balance Sheet" you imply as you ridicule "agrhome"........
definitely difficult to listen to the NADL officers who have strong Scandinavian accents for this
upper Midwest American .......I always read instead of listen ...but that is not always easy.....
Spiceco, Inc in Avenel, NJ
Looks like they have 3 active partners, ages unknown who buy the ingredients
from global vendors.......no idea on revenues or EBITDA metrics as this firm is
a private business, as you mentioned.
Sometimes private firms demand higher multiples from potential buyers than
PE or large food companies who are willing to "get the deals done" whereas
selling is a life event for private owners, oftentimes.
No way to know if Spiceco, Inc is a plausible target since their size can
not be known through public info sources ......what are Spiceco net margins
on their revenues...?/
Could BGS really get 3 men to agree to sell....? BGS would maybe have to
allow these guys to stay on and run Mrs Dash and other flavor brands at
BG Foods......kinda like another "Mike Sands for flavors/spices".
A lot of "ifs" involved in this Spiceco, Inc idea that we just don't know.
Thanks for the idea .........
I disagree ......
Ross Stores, the US consumer & the ROST stock price will be strong through-out 2015.....
Zero overseas store with currency troubles
ROST will behave better than the vast majority of other retail stocks this year
ROST did very well again this afternoon.....!
stock buyback & 18 % div increase
The CEO is sandbagging on 2015 giudance.....they will beat her forecast IMO.
ROST up over 3 % in AH trades
To hit my crazy target ........SLB is trading NOW at $83.50
$ 44 Today..? ....... WTI takes out $ 44.00 ??.....no way today.....
maybe later ....who knows
Did you say $ 93 ..?
Or $ 83.....!!!
Don't worry, ya can't be correct all of the time..........
Bets of luck to you.....
IMO this thing is going to be tough on investors for some time ........
only chance now is have a hugely long term time frame...!
I respectfully disagree with your comments above....
I think BGS needs to buy small, old, established "orphan" brands in the grocery isle...
there is no competition with the large food firms in these areas and margins are robust.
Snacks is where the "big guys" are going....lower margins and higher competition.
These 2 reasons are why BGS has had bad times (except for Pirate's Booty) in
the attempted transition into the snacks area........stay away for now.
BGS needs to re-entrench back into small, old, "orphan" grocery brands in 2015......
no competition & big margins/FCFs
Indeed this firm goes into the "Lessons Learned" file of my investing past.
Never bet with a Russia dictator combined with a guy named JF .......
Even if this thing doubles from its current $ 1.60 price, what's the impact for most NADL holders...?
For me, negligible........
I will hold my remaining shares, which is a small # as compared to last spring..
Good luck to "Apples" and the others here as we wait for whatever happens next....quarter, year, decade
Didn't StatOil help fund Songa purchase order for those 4
Cat D drilling rigs and provide Songa with 7 and 8 years
contracts at almost the same time........I think that is what
I recall reading from about a year ago.....
Songa is a restructuring off-shore driller with a new CEO since Nov 2013 that HAD real balance sheet problems but now has sold off old rigs and has a huge, % wise, guaranteed backlog
financed and signed for by StatOil.....
They probably have more visibly secure upside than our
valid point Winomaster,
I look at Rosneft's actions as simply not closing any doors
early & keeping all possible options open for the future.....
I don't think Sechin knows what Putin will do in Ukraine
anymore than anyone else.........
I don't think Putin focuses on future Kara E&P projects
in 2015....he is focusing on Ukraine paying him upfront
for natural gas transmissions in Feb/March 2015
A little hot under the collar when other investors don't agree
with your opinion........easy there fella
We are all here to share ideas, not name call and attempt
(unsuccessfully) to exert one's own will/view on this board...
Will SLB, #$%$ BHI, HAL, NOV cross a "USA only" sanctions line to help Rosneft
I do not think so.