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Equal Energy Ltd. Message Board

msears99 94 posts  |  Last Activity: 16 hours ago Member since: Mar 20, 2011
  • Reply to

    Q2.....

    by msears99 May 15, 2015 10:04 AM
    msears99 msears99 May 16, 2015 10:25 PM Flag

    I'm looking at the market without my rose colored glasses...I seen Corvex hijack Commonwealth REIT... And internalize operations and cut out RMR...hoping for a pop.... Did nt happen....in turn they cut the common divy ... And shareholders took it the hard way.....

    I'll be a realist here... RMR...overcharges lets say 20% at most..sa compared to internalized operational standards..... But we're discounted 400% because of it.?

    eventually ...Ventus will move on SNH...and enter a condition of operational management with RMR...maybe even but out the private management firm.... Let's face it..there's many ways to skin a cat...offering to buy RMR privately for a billion dollarss...probably is in the cards....SNH is definitely discounted here...and FVE holds between 650 and 8000 million in dept free operations of real estate.

  • Reply to

    Q2.....

    by msears99 May 15, 2015 10:04 AM
    msears99 msears99 May 15, 2015 10:15 AM Flag

    Comparing CSU last SEC filing they are trading at 5.45X shareholder equity at the present time.....On that basis:::FVE would have a present stock valuation of $24.50

    I'd say..someone may be undervalued here...... operational metrics...were preatty much the same.

  • msears99 by msears99 May 15, 2015 10:04 AM Flag

    Q2 -Q3 run-up should begin soon... looks like mckay has raise the main sail...and we have a nice tail wind behind us.

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 13, 2015 1:16 PM Flag

    Q1 are always a little tough on occupancy sector wide... hence we should see some strength going into Q2...and ramp it up as we enter Q3..... this is the time to buy an hold FVE

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 13, 2015 1:13 PM Flag

    CSU..Q1.....Same-community occupancy was 87.1% for the first quarter of 2015, a 30 basis point decrease from the first quarter of 2014

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 13, 2015 12:57 PM Flag

    Chainny... hold up just a little... CSU showed a little drop in occupancy also this Q... so i dont hold mckay above the general sector as a whole.... mckay is getting his 75K shares from the float..ya o.k thats a little tough to swallow... but comapring to BKD..i really dont think its all that bad...... you want cash out of the holding your gonna buy SNH a reap a 7% divy... i expect FVE to operate effeciantly and the market will eventually reward it for doing so.... getting our financially house in order is the key and that well in hand.

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 13, 2015 9:48 AM Flag

    I see Q2 and Q3 as positive results going forward... maybe some one time items ....its usually FVE more robust quarters....mckays tracking BI systems seams to be effective and complience concerns look to be in the rear view mirror....

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 13, 2015 9:37 AM Flag

    Jonesey..your venting today....thats healthy well done.... now lets get our head on right...we have an asset value here of about 650-800 million..and were trading at 213 million... The latest call from a billionair investor says BKD should double from its $37.... FVE is a major player as an owner operator..perhaps 2'nd largest in the North America as public traded... i like that...

    Our tremendous discount can't be ignored...can RMR feed off us..yes..is there enougn to go around..i hope so....Eventually someone will run at SNH formally or informally..you cant protect yourself from a 900 pound gorillla like VTR forever...unless your trully a private entitity...that my friend would take us to $20

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 12, 2015 2:16 PM Flag

    institution are backing mckays growth startergy straightfwd..... his new dashboard is flashing green,green, green..see you at $7

  • Reply to

    Q1 Results.........

    by msears99 May 11, 2015 9:36 PM
    msears99 msears99 May 11, 2015 9:50 PM Flag

    Correction 9.6 million...and it looks like FVE is set to renew some growth via Aquisition.... Credit facility renewed for 150 million

  • Steady as she goes.....9.2 Ebitda after items....looks pretty good.

  • Reply to

    Annual meeting phone plea

    by fourthousandfooter May 8, 2015 10:49 AM
    msears99 msears99 May 8, 2015 1:14 PM Flag

    Monday will set the stage for a good week or a bad week...if we can follow through from the last Q.... we'll continue to drive forward..no dought in my mind.... another miss..and we could be back to $3.50.

    The fact that were reporting altlease on time is a great thing... i can handle the volitilty....

  • Reply to

    Mckay spending money on all the right things....

    by msears99 Mar 17, 2015 3:29 PM
    msears99 msears99 Apr 20, 2015 10:33 AM Flag

    Its time we broke past this $4.55 resistance..then its straight up to $5

  • Reply to

    Mckay spending money on all the right things....

    by msears99 Mar 17, 2015 3:29 PM
    msears99 msears99 Apr 10, 2015 11:03 AM Flag

    J.D if you noticed the realty these days.. Ventus is about to spin off an entirely new SNF Reit.... BKD brookdale.... breaking new hights..something big is brewing... I dont mind RMR milking profits.... but they will realize buiding the share price will open the door to more revenue growth in the long term..just look where ventus started and what it has become..... Eventually they need to unlock the market cap of FVE..which is actually around 800 million..funding a new round of revenue growth for both SNH and FVE...
    The Ridea structure is set up for this and would be done overnight..... I like where Mckay is going with the new controls...next step will be very positive.