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Jefferies Group, Inc. Message Board

robpeters1994 3 posts  |  Last Activity: Apr 26, 2016 7:49 AM Member since: Aug 6, 2010
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  • Reply to


    by pseudomasocist Apr 25, 2016 5:12 PM
    robpeters1994 robpeters1994 Apr 26, 2016 7:49 AM Flag

    ...nope...still waiting for the Great Pumpkin. Landcadia will be a separate IPO. I sincerely hope your right though.

    Sentiment: Buy

  • robpeters1994 by robpeters1994 Mar 30, 2016 8:30 AM Flag

    With the revised terms of understanding, once FXCM pays LUK the note & interest, management gets their 10%-12%, FXCM Value is about $150M (+/-)...putting shares around $26. This assumes they can unlock value in the next 12 months. $10.75 now seems too high when considering all the risk...if it goes lower it might be worth a shot.

    Sentiment: Sell

  • Reply to

    "Humbled" indeed!

    by cbboog Mar 15, 2016 10:35 AM
    robpeters1994 robpeters1994 Mar 15, 2016 1:33 PM Flag

    LUK now trades at 50% of book value...there is still substantial equity...many positions that could be liquidated...Buying back shares seems to be a no brainer...sell off National Beef & Berkadia...freeing up $1.3B in capital & relieving $1.25B in commitments...No one current investment will tank it, but no one will move the meter either...there is much opportunity there, but they need get on the horse.

    Sentiment: Buy