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The Mosaic Company Message Board

rdravin 35 posts  |  Last Activity: Sep 13, 2014 9:29 AM Member since: Dec 21, 1999
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  • Reply to

    MITL vs EGHT

    by pac257 Sep 12, 2014 11:11 AM
    rdravin rdravin Sep 13, 2014 9:29 AM Flag

    I like MITL on a value basis.
    However, I question your "conservative" PE of 20. Revenue growth seems less than 10%. I would take a PE of 12-14.

    Sentiment: Buy

  • Reply to

    could wnr buy the rest of nti

    by ronb6363 Sep 4, 2014 12:11 PM
    rdravin rdravin Sep 9, 2014 1:18 PM Flag

    Yes, I think WNR will buyout NTI by year-end.
    They already bought the LP WNR units.
    They bought the management and a portion of NTI units.
    With financing, WNR will complete the buyout.
    Of course, the question is: What price for NTI? Probably 10-20% premium.

    Sentiment: Buy

  • Yahoo has analyst EPS estimates for 2014, 2015 as 3.27, 2.11. Revenues 427m, 520m. Furthermore, 2016 EPS projected as 1.72.

    What accounts for declining EPS as revenue increases? Why as more residual units are rehabed and rented ( decrease vacancies), would EPS decline?

    I would think leveraged Real Estate will appreciate with rising inflation and rates.


    Sentiment: Buy

  • What accounts for surprise loss in Q4?
    They said adjusted earning were -.06. However, they did not break out the expense of EPL acquisition and integration.
    The largest boost to expense were interest. Carrying $3.7 billion of debt severely cuts profitability.
    EXXI stresses growth of reserves.Unfortunately, the street wants earnings now.

    Sentiment: Buy

  • Reply to

    regi shares received

    by jcanty8058 Aug 11, 2014 2:52 PM
    rdravin rdravin Aug 14, 2014 8:49 AM Flag

    Yep, one day after distribution, I received cash for fractional shares.

    Sentiment: Buy

  • Article on Reuters, says Trafigura's Iron Ore Port in Brazil may delay opening until Q1 2015. Could this account for GGB drop.

    Also Brazil's Stock index dropped nearly 2%. Must be local politics leading to Presidential election. Stateside steel companies doing well.

    Sentiment: Buy

  • Stated 2014 guidance was low to midpoint of EPS range 5.25 to 6.25. Mean would be 5.50.

    Analyst EPS estimate is 5.23.

    Thus, with all the adjustments, WAC is guiding to 5.50 vs. analyst guess of 5.23. Seems positive.

    Sentiment: Buy

  • Reply to

    S & P $30 Target

    by jesusislordofeverything Aug 8, 2014 10:25 AM
    rdravin rdravin Aug 8, 2014 3:48 PM Flag

    S&P reports can be found on TDAmeritrade, among other brokers.

    Prior to earnings, S&P had $30 price target. Projection based on 0.63 in Q2, and 0.32. Bummer earnings and guidance were below these estimates. Hence, expect S&P to lower price target.

    However, given 50% plus upside,even with lowered price target, they probably will maintain Strong Buy.

    Obviously, S&P has be wrong so far.

    Sentiment: Buy

  • Reply to

    Sooner Holding distribution info

    by exhibitthirteen Aug 5, 2014 10:51 AM
    rdravin rdravin Aug 5, 2014 3:38 PM Flag

    The 8-K is posted on SEC site under ticker SYNM. It reads

    In connection with the Distribution, each stockholder of record of the Company as June 11, 2014 (the “Final Record Date”), being the date on which the Company filed its Certificate of Dissolution with the Secretary of State of the State of Delaware and closed its stock transfer books, received approximate 0.2103 Shares (rounded down to the nearest whole Share) with respect to each share of the Company’s common stock held by such stockholder as of the Final Record Date. Following the Distribution, the Company continues to hold 1,397,734 shares of REGI common stock (the “Retained Shares”).
    Subject to the terms and conditions of the Plan, the Company intends to make subsequent distributions of Retained Shares. The timing and amount of any such subsequent distributions remains uncertain and will depend on the Company’s ability to satisfy its liabilities and obligations, including, without limitation, liabilities that may arise in connection with the on-going shareholder litigation related to the Asset Sale. Notwithstanding anything contained herein to the contrary, any determination regarding the timing and amount of any subsequent distributions will be made by the Company’s board of directors in its sole discretion, and there can be no assurance that any such subsequent distributions will be made promptly or at all.

    Bottom Line: We get .21 shr/SYNM very soon. Remaining 0.14 REGI/SYNM shr may be distributed whenever Sooner board decides that all outstanding issues/litigaton has be settled.

    Sentiment: Buy

  • Reply to

    As Scrutiny Mounts article

    by rdravin Jul 30, 2014 3:59 PM
    rdravin rdravin Aug 5, 2014 9:12 AM Flag

    The article was at Reuters July 30.
    See http://www.reuters.com/article/2014/07/30/mortgage-servicers-lending-idUSL4N0Q555W20140730

    Sentiment: Buy

  • I just trade symbols. But it would be nice to know if TSEM is Tower Semiconductor or TowerJazz?

    BTW Blowout earnings. Once the fighting dies down in Israel, we should hit 17.

    Sentiment: Strong Buy

  • At today's Conference call, REGI must address the SYNM issue. When does the conversion become effective?

    If the issue is not discussed, someone during Q&A must bring up the subject.

    Of course, I'm not too mad as long as REGI rises.

    Sentiment: Buy

  • Within the article on mortgage servicers, they discuss intrinsic value:

    Ocwen's intrinsic valuation is $45.39, versus the stock's close of $35.17 on Tuesday, according to StarMine. Based on the same model, Nationstar is worth $52.83 versus a close of $31.95 and Walter offers even better prospects: $79.96 versus $28.92.

    All we need is a good faith dividend.

    Sentiment: Strong Buy

  • Reply to

    Buffet is selling..

    by kazi.victor Jul 30, 2014 2:42 PM
    rdravin rdravin Jul 30, 2014 3:35 PM Flag

    Buffet did not get rich by selling when crowd fear drives down price - irrationally.
    I think he has the clout to do due diligence far beyond any sell side analyst. He has direct access to management and the books given his 8% ownership.
    Panic will subside.

    Sentiment: Buy

  • Has anyone traced NG prices. It has dropped from 4.50 to 3.76. Crude prices are holding up.

    Does EXXI get a large percent of revenues from NG?

    What accounts for this drop way below PV-10 value?

    I thought the Oil E&P stocks would hold up in any stock correction.

    Sentiment: Strong Buy

  • S&P has strong buy on GILD. Today, they raised price target from $130 to $150.

    Sentiment: Strong Buy

  • Reply to

    where r my shares???

    by izmatic01 Jul 23, 2014 5:03 PM
    rdravin rdravin Jul 24, 2014 8:53 AM Flag

    SYNM update news should be announced at REGI earnings conference call Aug 4. If not, we need market place to trade SYNM conversion rights.

    Sentiment: Buy

  • rdravin by rdravin Jul 22, 2014 11:16 AM Flag

    Cramer, on Mad Money, July 21, endorsed RRD and its 6% dividend. Seeking Alpha reported :

    Cramer took a call:

    R.R. Donnelley (RRD) is oversold, and Cramer likes its long-term strategy.

    Good div with 20-40% upside. Not bad for a over priced market.

    Sentiment: Buy

  • Reply to

    REG Restarts Texas Biodiesel Plant

    by rdravin Jul 21, 2014 12:18 PM
    rdravin rdravin Jul 22, 2014 9:01 AM Flag

    Thanks much for that catch on opening in June, 2013. My reading comprehension needs an upgrade.
    Why would Market Wire put out the story just the other day? Was it misleading propaganda by REGI? Did it contain any new news? Unfortunately, the full article is subscriber activated.

    Sentiment: Buy

  • There was a July 17 story on Market Wire (found on my TDAmeritrade web site). Note: REGI has not issued any press release on this matter.

    REGI seems very positive on its biodiesel market plan. Why else would it 1) reopen Texas plant; 2) buy SYNM; increase production at other plants.

    Meanwhile, we are all waiting for tax credit news.

    Sentiment: Buy

46.78+0.37(+0.80%)Sep 16 4:04 PMEDT

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