massive gap to fill on the chart. next week the gap support is 31
as stock is far higher, thus steep decline likely. And that is only if
the gap support holds which may not happen, so 30 is very possible
as it is the middle area of the gap, and this gap will fill.
Then you have X having already reached most of the analyst full year
targets today, and it traded off hard. There is no more fast money here,
just a consolidation that is long overdue. Shorts were trapped but no more,
there will be fresh shorting and large long selling because the overall market
has many bargains now, and X is no longer a bargain. X is what they will
Sentiment: Strong Sell
there are no sellers here. insider ownership is like 75%. they are in their 70s and perhaps ready to sell the company which has a bank loan and big property values with great travel visitor reviews to their parks.
MT only has a debt-to-equity ratio of .37. its near term d/e is only .48. Do you realize that X has a d/e of both over 1.0 yet has gained from 23 to 33 due to cost-cutting and improving steel demand ?
MT is in better shape than X and has a book value of 27.
agreed, but the problem is that MT earnings are coming out at a time when the overall Eurozone news has been bad today. So if MT reports tomorrow and the EU markets are down, it could put a damper on effects, but that would only delay the reaction until EU has some green days, so the bigger gains could come not "on" MT earnings, but shortly after.
although it is certainly possible these shares will rise significantly on earnings, the base argument is strong that for the long term this is a very attractive investment because it's revenues are around 80 billion and its market cap is only 25 billion. It's "the" steel co of a continent and has a serviceable debt which is low risk especially with the ECB keeping rates almost nothing for years to come and Draghi promising "qe". It may not take much for the market cap to approach 35-40 Billion from its 25 which suggests a roughly 50% share price gain could be in hand... ultimately more if they perform a true turnaround, on valuation it is more attractive than its American peers especially after today's 20% spike in US Steel.
The conference call was a 8/10 very solid performance by all and reasonably good questions
except for Stifel whose analyst sounded like a teenager. All other questions well asked and answered
and strong arguments to stay invested. Anticipate increased institutional buying and short covering.
Only dissapointment was no questions about buyout. (although "no comment" would be sure)
Stay long. There is no reason to be short this company at this price.
your post is 24 minutes old, but the CC is still ongoing with Q&A round.
this, of course, makes your comment obvious crapola.
texas pacific was bidding also but walked out. after a formal bid by this hedge fund
expect possible more formal bids once public announcement is made which board must
source is calcalist from israel
no signature "yet" but it's only monday.
Sentiment: Strong Buy
maxpain52, one the main perceived threats against soda is the devlopment and supposed 2015 release of Keurig Cold which is this new cylinder-free technology. All new home technology starts wout as expensive but then comes down in price as it can be produced less expensively in larger rollouts. Soda must keep pace with the new technologies and to think they don't have to is short sighted and dangerous.
sorry it was a Friday happy hour joke but you never know if Whirlpool, Samsung
or any other complimentary product or technology alliance can be struck which
could of course include an equity transaction if the company feels strongly enough to
defend its share price. Either that or we get a PR Monday that 40 was accepted but the company has to accept other offers for a certain amount of time before the deal can be closed.
They might not want to bother with Wall Street anymore.
analysts are no better at seeing the future than anyone else on this message board. don't listen to them and don't listen to motley fool which is the worst of all propaganda-laden faux news sites. the fact is that these same analysts disparage a company at truly fair (i mean old school fair) value, but pump the heck out of other companies whise fundamentals are stretched to dizzying heights, but their "growth rate" is increasing. that is sucker play. growth is cyclical and changing, it's less important than other factors, which non-analysts but real money players like Whitney Tilson know. Stay long and add here or soon if you had a higher average, then wait. and for cripes sake if you own the stock and drink soda but don't have a machine yet, go buy one ! Innovation is not over at sodastream. you don't want to underestimate these ppl.
Whirlpool has made a share swap offer for Sodastrea, which it partnered with a year ago,
analysts see the deal as more accretive than private equity buyout, which was recently raised to $44/sh.
Sentiment: Strong Buy