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Keurig Green Mountain, Inc. Message Board

squeezetracker 9 posts  |  Last Activity: Apr 30, 2015 10:03 PM Member since: Apr 5, 2011
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  • squeezetracker squeezetracker Apr 30, 2015 10:03 PM Flag

    drjackoff/ttahoejack/toast/janetate and all of your other aliases here -- thanks for sharing what the butt of all jokes in the sector is thinking these days... surprised Bain still has a job with the Oppenheimer deal pending; embarrassments have to go. His work is always superficial, but at least Davey understands that Studio City is not going to be hurt by the Palace as GS' Asian analyst dope suggested last Tuesday. LOL

    Bain was right on being super optimistic up through March last year, but continued to be one of the biggest cheerleaders on the sector, even after Zhou was arrested in late July. He was also then and still now one of the biggest "Vegas Resurgence" shouters before and after and Steve and Shelly were still talking about how great Vegas was going and Macau would be turning higher no later than 1Q15.

    In that context, good to see him get to almost negative now that the entire sector is washed out and discounting that there will never be a "look back" moment Bain touted last Fall with this stock at $25 and WYNN at $180. LOL Since he loved MPEL at $45 (after we sold/hedged out gains at $43 as explained right here in Jan14 and then again March 14) and kept his PT at $58 months after even the dumb analysts dropped back to $50 on Ho's August reset, he must really love the sector down another 35% or so -- now just months ahead of all the glitter and glam that will accompany dazzling new openings in Macau.

    Gee Doug, since you "talk" to Bain (you may be his only circulation client if you are not him), you might tell him that LVS and MPEL have siginificant flexibility to move tables to the new venues (though that may require some new GR sharing arrangements as noted prior)... but little old WYNN and the grandiose Palace (just the ticket for today's sentiment on ostentatious wealth displays out of Beijing) has no table flexibility to shift around tables to the Palace 1Q15 if they get the short allocation Steve is madder than a hornet about.

  • Reply to

    yahoo censors

    by paulchironis Apr 30, 2015 12:55 PM
    squeezetracker squeezetracker Apr 30, 2015 9:36 PM Flag

    "Paul" (LOL)...

    Seems the cabal does not understand anything about the street, that is obvious every time they run their little girl mouths... F Shirley (she is at least 5-6 of the posters here as noted many times when she has mistakenly posted on his own threads using the wrong alias) and maybe 2-3 others in their little Asian trading club... they seem to think they are influencing this tape which is the funniest part of all their bs. Last night your maxipad, the dumbest of them all, talked about getting paid $16/hour which is even funnier since no one would pay anyone for the supidity he exhibits on every post.

    But about your alias here, anyone who was on a sales or equity trading trading desk a few years ago certainly appreciates your sense of humor and irony. Perhaps the funniest part is that the namesake settled claims for chump change $350k, likely 10x the capital of Shirley and the cabal combined. "God bless" ROTFL

  • squeezetracker by squeezetracker Apr 30, 2015 9:24 PM Flag

    Now morons (yahoo?) are hacking threads? My Shelly thread from last night was deleted but it matters not...

    You gotta love Shelly though, he'd make a great comedian...

    Now that the trial with his former Macau exec and slander allegations is underway, he is making jolly good use of that forum to tell his classic sense of humor and cheeky verve... see the Business Insider editorial if you care and need a laugh.

    Paraphrasing myself from last quarter where Shel tried to dis Lawrence Ho and the HODW, Shel has long been a self-promoting carnival shouter with solid business skills, but one without a clue how to interact with the street.

    LVS' hiding the sausage on the MBS property tax rebate last Q makes the point, as does Shel's forever lack of understanding that having the "most ebitda" is not the relevant metric; adj ebitda keys, win/table & ROIC are what matters. MPEL is the shiz on those scores and has been after the early 2009 financial crisis effects crunched COD's opening along with all other operators until global PBC/Fed Res liquidity actions turned the lights back on for all there.

    Shel's answer to GS analyst last yr that "we don't need a cfo because we all know what is needed there" made the point of the question: the buyside and analysts think LVS needs a real cfo who understands the idea of "birds of feather need birds of a feather to talk to." Same as for his comments on cutting staff and costs are not turned in favor of operators now. Shel "speaking his mind" yesterday about having to pay employees too much to send them to Macau is also a riot (as he flies company jets everywhere).

    If he and Steve think it is good practice to suddenly begin throwing elbows and shooting their mouths off at Chinese pols/policies, that may be understandable out of frustration, and maybe the other operators should be thankful for the brashness, but all so much the better for MPEL and MGM continuing to use discretion, biting their tongues while "humbly" biding time.

  • Reply to

    Goldman cuts MPEL

    by jane_tate Apr 28, 2015 9:22 PM
    squeezetracker squeezetracker Apr 29, 2015 2:03 PM Flag

    notice these moronic shorts have nothing to say on anything meaningful? They repeat the same bs over and over (r.g., matrixputz saying I own the stock at $43, Shirley ignoring my stomp down of the Asian office of GS idiot suggesting MPEL had trouble opening COD when it was all about timing and COD has long been the best performing property, pound for pound, on Cotai) when everyone who can read knows we own the core at $17 and the rest at now $22.50 thanks to this latest retest of the July 2013 low.

    btw, Golden Slacks NY office will likely have the Asian clown fired for making GS look amateurish with the notes on MPEL and WYNN yesterday...

  • Reply to

    Studio City Update

    by squeezetracker Apr 29, 2015 12:52 PM
    squeezetracker squeezetracker Apr 29, 2015 1:43 PM Flag

    and the subtle new casting of Studio City (consistently overbooked for the last 2 years) as the "sister property" to COD is illuminating as well...

    Obviously MPEL plans to have these two properties work fist in glove to, as Ho explained well on the last conference call, "maximize shareholder value" and remain the premier cash flow machines on Cotai relative to key counts... but if you are long, do have a read through yesterday's release if you missed it in the noise WYNN colored for their own "uncertain" situation last night and all the bs Shirley Mason and his pissant cabal post incessantly here.

  • squeezetracker by squeezetracker Apr 29, 2015 12:52 PM Flag

    They don;t sound worried about hitting the "diversification" bogey, employee morale, tables, ebitda or level of investment in the new property in yesterday's release... a nice contrast to what Steve spun on WYNN's call last night.

    ...[MPEL] plans with Pacha to open Macau's first megaclub, Pacha Macau, at Studio City, the eagerly anticipated cinematically-themed integrated entertainment, retail and gaming resort in Macau...

    The Hollywood-inspired, gaming and entertainment complex will transport visitors into a stunning cinematic world with awe-inspiring entertainment offerings, delivered by the world's leading entertainment partners, positioning this new destination resort as Asia's entertainment capital...

    ...Ho, Co-Chairman and Chief Executive Officer of Melco Crown Entertainment said, "We are delighted to partner with Pacha, rightly acknowledged as the biggest nightclub brand in the world, to deliver the ultimate in international clubbing experiences to Studio City and Greater China.

    "This announcement is a further step in our commitment to diversify the leisure destination appeal of Macau. It is yet another demonstration of our ongoing strategy to identify and deliver the world's leading entertainment partners, positioning this exciting new destination resort as Asia's entertainment capital."

    Set against a backdrop of Art Deco-inspired architecture, Studio City will deliver movie-star treatment to all of its visitors, with the most diverse collection of unique and innovative entertainment offerings ever seen in Asia. It will represent Asia's 'next generation' of immersive, world-leading, entertainment-driven gaming and leisure experiences and will be a major catalyst in Macau's continued tourism development and diversification.

    Studio City, along with its sister property, the highly-successful City of Dreams Macau, represents the next phase in Melco Crown Entertainment's ongoing strategic mission to aggregate, develop and deliver world-leading, highly innov

  • Reply to

    Wynn's comments on VIP, tables and Macau

    by squeezetracker Apr 29, 2015 8:24 AM
    squeezetracker squeezetracker Apr 29, 2015 8:43 AM Flag

    He then covers the ridiculous bureaucracy they are struggling with in Boston and MA gaming authorities, saying they will spend $300m on permits, approvals and toxic site remediation in return for building a $1.5-2B resort there [on dead land on the Mystic river].

    And how about that bizarre reference to Longfellow's poem "Xcelsior"... "onward and upwards" says Steve.

  • Check out the comments at 40 minutes on through to 50 minutes or so... Gamal (running Macau) suggests Wynn's premium mass is improving sharply because they are "inviting guests in while VIP is off [and he thinks that will continue] until there is stabilization of VIP in the 2nd, 3rd or 4th quarter." Clearly WYNN thinks VIP, though crimped by half now, is going to come back.

    Steve then picks up with a further rant on Macau table policy and then dives into his bleeding heart comments on the employees who are seeing their dreams crushed by policies and may soon begin "social unrest" protests against the Macau govt unless they let Steve have his big table counts for the Palace and the VIPs come back "with the help of the govt, hopefully."

    ~"What did we do for "diversification"? We did a big lake and air-conditioned gondolas and all VIP suites with balconies so people can smoke in non-smoking Macau"...

    Classic Steve spining...

  • Reply to

    Goldman cuts MPEL

    by jane_tate Apr 28, 2015 9:22 PM
    squeezetracker squeezetracker Apr 29, 2015 8:04 AM Flag

    The comments on MPEL in the Asian office report are ridiculous. COD opened in january 2009 -- everyone with money went into fox holes, especially in China until China got out the pocketbook with the U.S. Fed in March 2009.

    MPEL's COD has been the top opertor in Macau ever since as measured by ebitda growth, adj ebitda/table and other relevant metrics.

    It won;t be a surprise to see this HK GS twit get fired over the WYNN upgrade yesterday, right into the big dividend cut and Steve's downcast spin on Vegas and Boston.

    But hey Shirley, you only did about 9 posts last night and HK... do you think you caused any unindicated panic on MPEL? What a moron.

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