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Skullcandy, Inc. (SKUL) Message Board

ribi1 9 posts  |  Last Activity: Aug 27, 2014 9:13 AM Member since: Apr 23, 2008
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  • Excellent summary from a knowledgable source:

    http://seekingalpha.com/article/2452805-american-capital-2014-mid-year-update

    Sentiment: Strong Buy

  • Reply to

    Where is everyone?

    by lenyw Aug 6, 2014 4:40 PM
    ribi1 ribi1 Aug 6, 2014 4:53 PM Flag

    That language is a hedge by them so they don't get locked in to a timetable. Expect the plan to be presented, approved and announced before 12/31/14. The Board is highly unlikely to turn down any plan that mgmt thinks will work. Further, Board members are likely involved in the process so will likely buy into any plan.

  • Reply to

    Earnings Report Out

    by buyandwin Aug 6, 2014 4:26 PM
    ribi1 ribi1 Aug 6, 2014 4:42 PM Flag

    More info may be forthcoming in the conference call, but it sounds like they won't have a plan finalized for approval until after 9/30 (unless they are hedging about the date). I would expect however, that the Board will likely approve any proposed plan since they will likely be involved in formulating the plan to some degree, and that the time to approve won't be long. So, best guess, expect an announcement of a deal between 10-1 and 12-31. The volatility in the meantime will likely continue to be high in this stock, which is a stock traders dream. The book value increase should put a limit on the downside while we wait. We will see.

    Sentiment: Strong Buy

  • Reply to

    Dividend ?

    by wareham2620 Jul 17, 2014 9:36 PM
    ribi1 ribi1 Jul 20, 2014 12:16 PM Flag

    All depends on the timing and details of any reorganization

  • ACAS is reinventing itself. The discount to book, which relates to their huge problems of 2008-9 as well as their high emphasis on growth investments will soon be a thing of the past. It is obvious they are moving toward a combination BDC (in the classic sense) and investment manager. In spite of the recent run-up, this stock is way underpriced in today's economy. Long term investors, stay in the hunt, our profits are just beginning.

    Sentiment: Strong Buy

  • ribi1 ribi1 Jun 30, 2014 2:48 PM Flag

    I believe this move is part of their master plan to break up their company into pieces. I think they are repositioning their portfolios in order to make the reorg (ie the individual companies created by the reorg) as attractive and feasible as possible.

  • Reply to

    Short Interest

    by sandro123m Jun 27, 2014 10:08 AM
    ribi1 ribi1 Jun 27, 2014 11:00 AM Flag

    I just don't understand why anyone would be short this stock with a book value of $19-$21 per sh. and a likely imminent announcement of a reorganization which will probably cause a boost in the stock price. The only logic I can assume is that the shorts are betting against the market, not just ACAS (we all know that BDCs are very volatile and are likely to drop more than the market as a whole in the event of a decline).

    Sentiment: Strong Buy

  • Reply to

    Ok Ace, 26 is here..now what?

    by geraldnicerguy Jun 24, 2014 4:32 PM
    ribi1 ribi1 Jun 24, 2014 5:36 PM Flag

    Given your bearishness on this stock, I suggest you sell your shares and move on. If you think it is a good value at these prices, keep the shares and/or buy more. I also suggest you participate in the next quarterly conference call and ask you questions to management. You are right, there are more players in this market and more likely coming, but the market itself is going to be expanding greatly as well. DGI will continue to be a major player and is here to stay. They do have advantages over many of their competitors and it is up to them to take advantage.

  • Toda's drop is due to a "sell" by one analyst, based on Google buying another company, yet Google is not a major customer of DGI. A good buy at this price in my opinion. DGI has a very bright future.

    Sentiment: Strong Buy

SKUL
7.58-0.07(-0.92%)Sep 16 4:00 PMEDT

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