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Bebe Stores, Inc. Message Board

squidunker008 3 posts  |  Last Activity: Jun 26, 2014 1:49 PM Member since: Feb 18, 2008
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  • squidunker008 by squidunker008 Jun 26, 2014 1:49 PM Flag

    Where is the bottom? This makes little sense unless a deep pocket is planning a take-under and short selling down before the "offer". Manny may actually be in on this. The company is essentially half cash! One gets a decent and known "Brand".name for a buck and a half.
    Something screwy going on now. News in the month or two forward could be interesting. Can not stay secret much longer. Afraid, however, by this price action it may not be nice or at least totally above board and ethical.

    Sentiment: Buy

  • squidunker008 squidunker008 Jun 24, 2014 12:04 PM Flag

    Thank you for this post. I missed this news. Positive news. With reduced share count the earnings may set up for a beat for the year, judged against the April guidance where they reduced the earnings outlook.
    Nice P.R. release today on contracts signed deals they set up the past 9 months.
    I may buy a little more on this pullback.

    Sentiment: Hold

  • There is a lot of chatter that Steve Birkhold's stock sale and exit means the worst for BEBE shareholders. Not necessarily so. The interim CEO is a hired gun, has his own successful consulting company. Those of us who lived deep in the "corporate world" know that with the past quarter's report (which could be a "flush out", and the "strategic alternatives" the company is to look at - there may have been no future spot for Steve. hee did his job. The company did not state yet whether he got or negotiated an "exit package".
    These developments, along with Manny's age tell us that this company will be sold or acquired. Manny is obviously focused on that fact now and will give up his baby for a decent price.
    The company may not sell for over $7.00, but you can be sure it will be over the current price. The risk/reward looks good now. This stock will be dangerous to short from here as news of a sale, or interest in a sale, could arise at any time. If you own it and are depressed, at worst hold. If you have animal spirits - buy. Look at $5.00 to $7.00 as the sale price to private equity. With the companies cash, this is a classic Private equity play. They will offer a nice premium, load the company with cheap debt, pay themselves an immediate dividend, and long holders go away with up to double what the company shares trade for today.

    Sentiment: Buy

BEBE
3.01+0.14(+4.88%)Aug 21 4:00 PMEDT

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