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Oshkosh Corporation Message Board

shortzonsportz 7 posts  |  Last Activity: Nov 13, 2015 2:24 PM Member since: Sep 25, 2007
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  • shortzonsportz by shortzonsportz Nov 13, 2015 2:24 PM Flag

    I am growing more concerned about the strong dollar to. This will have a devastating impact on MTW as well.

  • shortzonsportz by shortzonsportz Nov 6, 2015 9:36 AM Flag

    Has anyone looked at our BOD resumes?

    Murray Skala - Law Partner Feder Kaszovitz (check out their website, not exactly Kirkland and Ellis)
    Peter Reilly - President Strategic Industries (they don't even have a website)
    Michael Sitirick - Chairman of a PR firm (not exactly what we need)
    Rex Poulsen - Partner Hutchinson and Bloodgood (not exactly PWC)
    Fergus McGovern - Former Toy Industry Executive (Ill give him the benefit of the doubt)

    These guys are all cronies of B&B. We cant get some retired Fortune 500 execs. We cant get an investment banker. We cant get a PE executive. How about a prominent attorney from a great firm? What about a former Big 4 accountant? This is ridiculous.

    These guys are raping shareholders too. Tons of fees and expenses and no value add. They rubber stamp B&B while the stock gets get hammered year after year. They must go.

    Wake up Oasis.

  • shortzonsportz by shortzonsportz Oct 26, 2015 3:45 PM Flag

    $2.7m last year.

    So while he has created no value for shareholders in years, he has create value for himself in the amount of $2.7m. Are you kidding me? Isnt this a breach of fiduciary duty by the BOD?

    How can Berman make millions while destroying millions for shareholders? This is criminal.

  • shortzonsportz by shortzonsportz Oct 26, 2015 3:39 PM Flag

    If you are on the BOD, how can you look at a shareholder in the eye and say you do not believe this company is worth $8 share. They are sitting on $23m buyback.

    It is scary to think they wont buy JAKK at $8 but they will buy Maui Jim, Moose Co. and JAKK at $20. Sound logic there guys. Real sound.

  • shortzonsportz by shortzonsportz Oct 26, 2015 1:45 PM Flag

    Oasis, you have to be better than this. We have $23m to spend on buybacks and we aren't buying today?

    How can you enable mgmt. to continually run this stock into the ground? Our cash will again exceed market cap. Hows that even possible?

    Did you head mgmt. answer BRiley's question about the buyback? It was painful. How about answering - see our initial press release or an independent review committee is handling the buyback or clearly the lower the stock price the more quickly we will buy and the higher the less likely. These guys are larry curly and moe.

    Get rid of them. $150m Market Cap with $58m of EBITDA? And everyone knows they will beat in Q4.

    This is a joke. Your good name is being brought down by these guys. Do something.

  • shortzonsportz by shortzonsportz Oct 22, 2015 1:59 PM Flag

    Makes too much sense. OMI needs proprietary products. Get it done before its too late. CAH/Medline eating these guys up.

  • shortzonsportz by shortzonsportz Aug 27, 2015 3:21 PM Flag

    Perhaps the JLTV contract will preoccupy them, but this would be a good fit for these guys.

    Bronto works for them.

    ESG is a perfect fit for them.

    SSG is not a great fit but this is also easily saleable to a PE firm or multiple industrials like Cooper.

    And its pretty cheap $125m of EBITDA with $25m in Corporate Costs too.

    Time for FSS to put out the sale sign.

43.05-0.78(-1.78%)Nov 25 4:02 PMEST