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Compass Diversified Holdings Message Board

retireb4death 5 posts  |  Last Activity: Mar 17, 2015 8:35 AM Member since: Nov 11, 2004
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  • Reply to

    What Keeps This Down????

    by solarfinancethinker Mar 16, 2015 3:26 PM
    retireb4death retireb4death Mar 17, 2015 8:35 AM Flag

    you can't put naked truth like that on a yahoo mb! lol
    I think the market would still forgive unproven production/margin rates if there was a back-log on the order book to prove demand. But put it all together and it's still wishes without efffective mgmt communication and/or transparency. They can still get to the promised land, but it's no longer a downhill roll, now it's a hot steamy trudge up a sewage-polluted Brazilian river while the locals are on the brink of insurrection.

  • Reply to

    You fell for it

    by samuel_isaac_rosenberg Mar 12, 2015 10:11 AM
    retireb4death retireb4death Mar 12, 2015 11:51 AM Flag

    I'm struck by the fact that 2 years ago, this was an alt energy play, then 1 year ago it became high margin tailored oil play, now it's a food protein play. And yet none of the above is generating revenues of any substance (future promise,:yes, revenue: not according to the financials). I want this company to succeed, but have lost all trust in current executive mgmt (and a BOD that seems to be complacent). I'm suspicious that a quick run-up will be used to position a dilution event, since (imo) this company likes to come to market for money a year in advance of possibly needing it....which would be right about...now?

  • Reply to

    sales lower in 1q2015 than 4q2014?

    by samstoo_ Mar 4, 2015 12:13 PM
    retireb4death retireb4death Mar 4, 2015 1:07 PM Flag

    that very last bit is true-stuff...though you might want to discount that Encapso growth until oil rebounds to at least $70. Nobody is going to be drilling new wells at current prices. Existing drill sites will finish what they started, but new sites are being held-up at current prices. Algavia is going to be a slow uphill as well, imo. You can tout it as vegan, etc, but the ash-skinned, netty-pot crowd is going to have a hard time getting past a perception of synthetic-bio. It's gonna take some master marketing to get that product into general consumption (remember Olestra? "may cause oily discharge" but we bought it anyway!)

    I finally dumped my shares just before the call...my head always knew not to own this company into the call, but my heart played me a fool all the way from $13+ to $2. I'll re-enter at some point as I do believe in the tech, but I really do NOT believe in Wolfson, so I'm, as you put it, in no rush to buy more stock now. I also don't believe for a second that the cash on balance sheet will be enough for them, so (again, imo) I do expect a dilution event in next 3-6 months and they're not going to get the $11 sweetheart deal GS gave them last time...this time it'll be a predatory lender.

    Now I slink away until some future time when I have nothing better to do than waste some time on the MB's.

  • Reply to

    Longs lose hope

    by mwb678 Feb 10, 2015 12:53 PM
    retireb4death retireb4death Feb 11, 2015 9:42 AM Flag

    I wish, but believe? not so much.. unless the BOD finds their cojones, move JW to the sidelines and put a real CEO in place. I'll sit on my 12k shares (basis mid-10's, thanks for the rape, JW) since I do believe the risk of $0 is WAY less than the odds of $5. But I give nothing to current mgmt on 'faith'. If youre looking for easy money, look elsewhere. This company is too deeply accessible to shorts and Goldman while mgmt remains clueless on how to manage the street. it'll be a long long slog back to breakeven (if ever) for my shares.

    Sentiment: Hold

  • Reply to

    Tender Offer

    by samuel_isaac_rosenberg Jan 22, 2015 9:53 PM
    retireb4death retireb4death Jan 23, 2015 1:32 PM Flag

    Not surprising since you know the salary decrease will be offset by share grants, so they probably need room under the approved limits to make those grants. As a bag-holder who'd down 80% on my not-insubstantial investment, I'd like to see JW and crew suffer along with the rest of us, but I also recognize that a company has to pay out to keep talent...so payout and have a chance of gain or don't payout and be assure of failure. Welcome to capitalism.

    Sentiment: Hold

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