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Linn Co, LLC Message Board

tampico1200 16 posts  |  Last Activity: Aug 31, 2015 4:19 PM Member since: Jun 6, 1999
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  • Reply to

    The Debt

    by two4volleyball Aug 29, 2015 9:55 PM
    tampico1200 tampico1200 Aug 31, 2015 4:19 PM Flag

    You know, now I'm thinking that this whole situation was a clever ploy to allow LINE/LNCO to buy back their debt REAL CHEAP ? Suspend the div., destroy the stock price, scare the bond mkt--- BUY BACK as much debt as possible. Keep pumping OIL as the price recovers, and become leaner & meaner. Works for me !

  • Somebody knows something.

  • Reply to

    CPA's only-----

    by tampico1200 Aug 20, 2015 12:19 PM
    tampico1200 tampico1200 Aug 22, 2015 11:58 AM Flag

    tulsey---Well, not exactly what I wanted to hear. So I guess, the best chance here is a mild recovery in oil prices. They keep paying down that debt, perhaps sell some assets, and MAYBE we eventually survive and get a div. back. I said MAYBE !

  • Reply to

    CPA's only-----

    by tampico1200 Aug 20, 2015 12:19 PM
    tampico1200 tampico1200 Aug 21, 2015 2:52 PM Flag

    No one knows what the price of oil will be in 2016 -17. My point is how much money do they need to cover the payments on their outstanding debt ? If oil goes to say $20 can they cover the interest ? I've been looking at balance sheets for years and I can't extract anything but the most basic info from them. ( maybe because the one accounting class I took was run by a confusing, closet drunk that left me hating accounting -and him !) I would think that NOT paying the div. helps a lot. Also buying your debt back is a major plus too. BUT is all that enough ?? Worst case, they sell off assets ??

  • Reply to

    Great news!

    by jaxtrader49 Aug 13, 2015 11:06 AM
    tampico1200 tampico1200 Aug 20, 2015 3:14 PM Flag

    YES YES YES !!! I like this part
    "For the last fiscal year ending December, 2014, GLI recorded annual revenues of in excess of USD $1,000,000 and was cash flow positive. Moreover, GLI has no material debt, and only trade creditors."

  • tampico1200 by tampico1200 Aug 20, 2015 12:19 PM Flag

    Is there anyone here who understands accounting well enough to look at the current financial state of LINE/LNCO and predict what will happen when all the hedges run out ( late 2016 into 2017, or so ) ?? Do they have enough money coming in to actually service their mountain of debt ? Can they buy back enough debt to reduce their risk by using (OUR) dividend money ?? Sane analysis please !!! Thanks a bunch.

  • tampico1200 by tampico1200 Aug 2, 2015 4:52 PM Flag

    WHY do they constantly keep repeating the same EDGAR financials ,like every week or so ??

  • tampico1200 by tampico1200 Jul 29, 2015 3:42 PM Flag

    So we spent $160M to re-fi debt and we saved $10M ni interest payments ---seems like a bad day at math school to me.

  • Reply to

    New memory

    by tampico1200 Jul 29, 2015 1:12 PM
    tampico1200 tampico1200 Jul 29, 2015 2:05 PM Flag

    I did just find this:

    "Intel indicated the new memory would connect to the host system via the PCIe bus, which is yet another reason that Intel and Micron have been vocal proponents of NVMe. The NVMe protocol was designed from the ground up for non-volatile memory technologies, and not NAND in particular. Now it is apparent that Intel and Micron were laying the groundwork for something more as they developed the new protocol. "

    If it runs off existing PCIe bus, I'd say we are good to go. ! I'm thinking this is a real threshold moment for PCs

  • tampico1200 by tampico1200 Jul 29, 2015 1:12 PM Flag

    Anybody seen any info to state that this new memory will be BACKWARD COMPATIBLE with existing memory ?? If yes, it could start a whole upgrade cycle for existing PCs plus drive sales of new PCs. A decent reception for Win10 would help too.

  • tampico1200 tampico1200 Jun 12, 2015 7:54 PM Flag

    Try all you want fool, you won't bait me into a duel with a small mind like yours. I'll count my shares. And yes, I AM getting a lot of SWEET Divs. probably the ONLY thing you've been correct about in a long time !! Have a NICE DAY !!

    Sentiment: Hold

  • tampico1200 tampico1200 Jun 12, 2015 2:32 PM Flag

    What would the CEO of a company know about it ??? A HELL of a lot more than ignorant bashers on a stock msg board !! Rich Kinder has put his money where it counts--INTO HIS COMPANY !! I grow weary of the game that is played on Wall St !! I'm up $100k+ since my KMR became KMI and plenty comfortable with the future of Mr Kinder's little money machine.

    Sentiment: Hold

  • tampico1200 by tampico1200 Jun 5, 2015 12:41 PM Flag

    yep, I can hear this DOG of a stock barking !! I see no immediate catalyst for them. My greatest hope is that eventually ( a LONG word) they will produce a Graphene based product as a result of their participation in some of the graphene research studies. I would hope that their super capacitor background gives them a leg up on some of the bigger players.

  • tampico1200 by tampico1200 Apr 30, 2015 2:05 PM Flag

    Would you believe that there is a Corvis IPO Gift Book for sale on Ebay right now ??? Wow, who saves stuff like that ?? I only caught it because I was looking to buy a Van Gogh Art book as a gift. Really takes one back to the Internet bubble days.

  • Reply to

    Will lightning strike twice

    by flashapp2011 Mar 3, 2015 8:06 PM
    tampico1200 tampico1200 Mar 7, 2015 2:34 PM Flag

    A bit more on those 2 fund managers:
    "Baltimore investment firm Nevis Capital Management LLC and its principals will pay $2 million in penalties to settle Securities and Exchange Commission allegations that the firm gave initial public offering shares only to entities associated with Nevis.

    The SEC announced Feb. 9 that it had accepted a settlement proposal by Nevis. The settlement includes a censure of Nevis and its two top officials, as well as a cease-and-desist order, which requires the firm and its top officials to refrain from violating securities laws. Nevis Capital will pay a civil fine of $1.7 million and a separate $10,000 penalty to the U.S. Treasury. Nevis president David R. Wilmerding III and executive vice president Jon C. Baker must each pay the Treasury a civil fine of $140,000 and a separate $10,000 penalty."

  • Reply to

    Will lightning strike twice

    by flashapp2011 Mar 3, 2015 8:06 PM
    tampico1200 tampico1200 Mar 7, 2015 2:13 PM Flag

    Yes, wonderful to know that a couple of failed fund managers think we are a good investment choice. That gives me all the confidence that one would expect from a myopic, stuttering surgeon doing open heart surgery late on a Friday afternoon in the Summertime. Who knows? Maybe they nailed it this time ? And I hope we're not talking coffin nails!

2.95-0.01(-0.34%)Sep 3 4:00 PMEDT