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Nam Tai Electronics, Inc. Message Board

queen_anne_22 4 posts  |  Last Activity: Apr 22, 2015 11:32 AM Member since: Feb 12, 2007
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  • Reply to

    Price Spike

    by sisel Mar 30, 2015 2:24 PM
    queen_anne_22 queen_anne_22 Apr 22, 2015 11:32 AM Flag

    Watched pot never boils. Rewards won't come until some phase of construction gets underway. 2017?

  • Reply to

    Kahn Brothers reduce holdings

    by crosscourtforehand Feb 4, 2015 10:18 AM
    queen_anne_22 queen_anne_22 Mar 15, 2015 3:37 PM Flag

    I don't know about Q3, but based on the recent 20F filing Kahn owns 6.9% now compared to 6.1% at the end of last year. Share count has gone down but if you do the arithmetic, you will see that their holding has gone up by more than 100,000 shares. They were net buyers in 2014.

    I respect the Kahn Brothers, but more importantly the top 2 insiders (Kellogg & Koo) now own 30% of the company compared to 26%. At least we can be comforted that the insiders are on our side.

    With the right kind of management execution, Nam Tai could be a 10 bagger in due time (3-5 years).

  • Every few months I come back to ELON. I am amazed that investors continuing staying with this. ELON is a vehicle for executive enrichment and providing a few jobs. It is certainly not for investors. ELON destroys value. Back in 2009 maybe under $2 was a bargain but now I would not even pay a nickel for it.

    I have no position since I almost never short stocks.

  • Reply to

    Kahn Brothers reduce holdings

    by crosscourtforehand Feb 4, 2015 10:18 AM
    queen_anne_22 queen_anne_22 Feb 5, 2015 4:50 PM Flag

    Kahn selling could be for capital loss harvesting reasons. I am long (very long) NTP and I considered selling some of my shares at the end of last year for tax purposes. Instead as the price continued its downward spiral I loaded up some more and sold puts. I am all for selling covered calls but $5 calls do not pay enough. IMHO NTP is deeply undervalued but investors need to be patient which is not easy. How much is at least 5 million square feet of real estate 15 minutes from the most expensive city in the world worth?

NTE
7.020.00(0.00%)Apr 21 4:00 PMEDT