TROX is currently working on a few deals that should be very accretive to long-term free cash flow and profitability. Expect at least one (possibly two) of these deals to be announced by year end.
There is no reason to sell any shares of HCLP at current levels. Earnings are going to be very solid and the outlook is looking better and better ---- one needs to consider that HCLP just raised the dividend for this quarter payout and will raise the dividend another 10+% next quarter. I was lucky and bought late last year after the Baker Hughes contract dispute. And fast forward 11 months and HCLP is now trading at $32 and change vs. the $14 I paid... The Baker Hughes contract has been resolved and re-signed up for 6 years. HCLP has closed and is in the process of fully integrating its most recent and very attractive acquisition.
HCLP can do $3/share in FCF next year applying a 12-14 multiple gets HCLP in the high $30's / low $40's and that's before the 7% dividend yield. HCLP won't be a home run however it should have no problem returning 15+% a year for the next 3+ years. Very few companies offer as compelling risk adjusted returns as HCLP.
GSE has locked up unsecured financing needed under the revised GE debt provisions, and will announce a solid top and bottom line for Q3. Europe has improved substantially from Q2, North America is still weak but slowly improving and Management's right sizing of the business is taking shape with margins up nicely.
Earnings won't be announced for at least another week maybe two. Hopefully GSE has locked up the $30 million of unsecured financing it needs under its updated GE financing requirements.
Hear what information? TUC was shopped around.... Doesn't take rocket science to know that. Was very impressed by the take-out price. On to the next one...
Free Cash flow from the brick and mortar bookstores says BKS is dirt cheap. MSFT will buy the Nook, BKS will be acquired and shareholders will see a large return in 2014.
Mr. Smith at it again. I was going to ask a few questions on the call but didn't want to make him look foolish. So, they will start production in the thousands of bulbs a month. Sad thing is they need to be making thousands of bulbs a day (not per month) to support any decent size purchase orders let alone cover fixed production and overhead costs. I bet they are running at less than a 100 bulbs a day.
If VUOC were to produce and sell 10K bulbs a month. 10K x 20 = $200K and this is before any costs... Payroll, rents, production, engineering, overhead/utilities, shipping/logistics, taxes, etc.. No way VUOC can become cash flow neutral/positive unless they sell at least 25-30K bulbs a month and considering today's valuation VUOC's best option will likely be a take under (somewhere near 10-20 cents per share) by someone willing to invest some serious capital into the technology, production, supply-chain, etc.
Good luck to all longs however you would be wise to cash out on any uptick, IMHO.
Hi-Crush Partners Lp (HCLP) rated Buy with price target $24 by UBS. Doubt price drop was based on this. IMHO, either Baker Hughes case related or a stupid PM needed to liquidate its HCLP holdings.
New 52-week high. FDA insiders leaking information to institutions on M356? Wouldn't be the first or last time (Cheng Yi Liang).
Increased confidence of M356 approval starting to be reflected in the share price. Baxter's management team is showing increased interest in MNTA's capabilities and would like to acquire the company if M356 is approved.
BLUE TEAM WON!!! Time to load up on any pull-backs. This baby is going higher!!
I completely agree. Management is asleep at the wheel and Moab Capital is fighting for the best interest of shareholders. ISS and Glass Lewis see the obvious and every shareholder out there should as well. Vote Blue and should Blue win I'll be double or tripling my current position.
Current high bid is slightly higher than $48/share. Take-out will not be less than $50. $51-52 will win.