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Oclaro, Inc. Message Board

roger.berry 3 posts  |  Last Activity: Sep 3, 2015 10:30 AM Member since: Sep 3, 2012
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  • Reply to

    Gabelli stake

    by visalus Sep 1, 2015 9:10 PM roger.berry Sep 3, 2015 10:30 AM Flag

    If someone was prepared to pay the $3Mill then all is to play for.


  • Reply to

    Gabelli stake

    by visalus Sep 1, 2015 9:10 PM roger.berry Sep 2, 2015 12:48 AM Flag

    The realtor sign is up and for $3 m and change fine by current suitor someone could come in and pay say 8 and take it also at a song.

  • by roger.berry Aug 31, 2015 1:51 PM Flag

    So that means Blyth was worth nothing if that's true then what's 10% of VI worth? Anyway I think $6 is a really poor price almost actionable. There must be more to it it was positive on EBITDA saving money, the UK site has a $6M price tag and good interest.

    It really sounds like a bad deal for non executive stockholders. I hope some looks at any severance or potential but back. Makes sure all the state capital is sold and there is no family interest in the assets. Makes sure nothing changes hands for mess than market value for any on the inside.

    Personally if I had it I'd be at $9 - $12 at least and that will show real return. If there is an overage agreement for insiders I want know. Any options on a new float I want to know I am very concerned that this deal does not make sense for one side and makes too much sense for the other. Why why why did it go so cheap? Just a 5% price hike and the effiiciencies and this would be back making money I am so gutted. Now they could end up making candles anywhere in the World and what will happen to the philanthropy that doesn't even extend to the stockholders. Carlyle nice deal - Blyth hmm? What on earth are you doing?

    I bought on the down and have around 100 000 but amusing this is not there will be some value analysis and external DD the more I think about it the more I question.

    I guess we'll see.

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