IMO, there is next to zero probability that the US Navy or the Marines would allow
any closure of the crude shipping routes. Both Iran and the Saudis benefit with those
shipping lanes being open.
Sure you did …..why didn't you post this at the time you made you buy….?
Do you think we really believe you 3 days after your phantom trade….?
I disagree with you ………given the stocks high valuation lOCO needs to grow
faster to justify its current stock price.
A conservative approach might work for a steel firm or a chemical firm but not a
newly iPO'ed QSR with a high stock price as compared to its planned growth
If LOCO does not post 70 cents for 2015 EPS what will happen to the stock price.
loook at Noodles or SNAK as examples of disappointing QSR IPO plays …...
LOCO is planning to open only 27 outlets in 2015 …but your point is a good one.
With its current very rich valuation lOCO needs to post better growth metrics in 2015
than mgmt recently guided …….
As part of the Specialty Brands of America acquisition……Bear Creek & the maple syrup brands were the important FCF generators from that transaction.
What do you mean "whacked by a lousy earnings report"….?
BGS will report on Thursday April 23rd their Q1 2015 results …….
IMO, getting above $ 30 doesn't mean anything prior to the Q1 results release…...
Don't post abusive rants…….hold your tongue. You imply the only
way SDRL could buy back NADL is through a one-time, large share
deal. That would be very clumsy.
I don't agree with you….again.
JF would not be that "ham handed" in allowing remaining funds or
shorts to dictate a share price much different that the market price…
SDRL could slowly buy in the open market and freeze out any large
holder who wanted to try to exert their will……..
Your post makes it sound like the funds never lose……FYI everyone
has been wrong NADL, who holds a long position. The mutual funds
can not treat the equity of this high risk firm like debt….!
JF is responsible for the NADL debt, he controls the equity if he wants to.
OK you took your potshot ………
but if JF thinks NADL has valuable assets long term then there is a good reason to SDRL to
take out as much of the float at current "bargain basement" stock pricing.
JF & SDRL already insure the NADL debt….if JF likes the NADL off-shore HE drilling assets
why not take them and their future earnings potential at today's prices….?
Current stock shareholders will get hurt, but JF & SDRL would win long term.
Today "they" would take $ 1.35 per share to sell NADL back to JF.
Maybe in 2 weeks "they" (the market) would allow SDRL to buy NADL for $ 1.00 per share.
Feel free to post a reply that presents a full, coherent rebuttal idea ……...
You are still dreaming'
No large national QSR firm needs to spend on a regional brand like LOCO.
LOCO gets to $ 40 only by its steadily improving EPS and revenue metrics in 2015 & 2016.
I saw the CEO on TV ……not impressed with what he had to say to an investor audience…..
Zero impression on how Q1 2015 went or comment on future expansion & growth plans.
stock has eased since he was on TV earlier today.
Hey ridcis….if you hate the US system so much …….feel free to leave the
exercise your free will………….
Barron's runs a full page bullish story and EMN pops the next trading day…..clockwork.
I am interested in EMN under $ 65….could happen "soon" if next earnings report is not
We will see.
Basically a low trading volume day and then "someone" placed a large buy trade
at approx 3:40 PM this afternoon……in the context of LOCO price trend, not a big deal.
Even if Brent goes back to $ 70, if The Kara Arctic remains on US/EU sanctions
then how does NADL prospects improve …?
HE off-shore drilling is probably the most expensive type of E&P projects on
the globe…….and NADL's E&P clients might be the last to return to the HE…..
JF has done things like this in the past….look at his moves with FRO
and how betook capital out of the float….
JF only cares that his debt gets paid on time….to JF equity shareholders
are the real investors who shoulder the risk of his enterprises…not him.