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AutoZone, Inc. Message Board

xdexletx 24 posts  |  Last Activity: May 27, 2016 3:35 PM Member since: Nov 9, 2006
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  • but among the other sand companies they have the lowest, by far, in long term debt .

    Sentiment: Buy

  • The options are dead. IP Hawk on IV said something about 'iron clad deal', whatever that means. It looks more like a shorts run-up than a reason to "go all in". Buyer beware.

    Sentiment: Hold

  • Reply to

    Buy HL on past two day pull back.

    by drstone6 May 4, 2016 1:42 PM
    xdexletx xdexletx May 4, 2016 1:50 PM Flag

    It looks like some traders want to cash in some profits, so PM's are selling off. China is apparently beating the drums to get the US to go along with their newly created currency conumdrum. They want to de-empasize the reserve ability of the dollar and have the Yuan be more of a factor or even replace it , outright.

    The other way a new world reserve currency could come into play is with SDR's-Special drawing rights-basically another form of funny money issued by the IMF. This would be a new way to print money out of thin air, so they'll probably do it. Keep buying gold and silver.

    Sentiment: Strong Buy

  • xdexletx xdexletx May 3, 2016 4:13 PM Flag

    As long as the creditors don't want their money back, they can continue the buybacks. They are scheduled to pay $1.7 billion in loans and interest in 2016. If the libor rate goes up 5% higher than it is for now, that's an additional, $230 million. With the US budget deficit that came in at $1 TRILLION FOR THE LAST 6 MONTHS, ENDING APRIL 30, 2016, IT SHOULDN'T BE LONG BEFORE RATES JUMP UP. Throw in a recession or worse as earning get squeezed and this whole Ponzi scheme goes poof. It lasted this long, because IR's stayed low and the banks took the interest, as it seemed a good bet. Party's over.

    Sentiment: Strong Sell

  • xdexletx xdexletx Apr 28, 2016 5:45 PM Flag

    What they should do is start making the IP so that the NPE exemption of not getting an injunction can't be used. VHC has a lot of huge patents that cover billions in revenue. Why doesn't someone just up and buy them out and collect the big revenues for themselves. VHC has all the spade work. Or are they waiting for BRI to get axed or for the PTAD to be neutered. The SCOTUS should know that the courts should have the final say on a patent after it has been awarded, not some dopey agency created to allow for a former employee of a big infringer to nix the patents.

    Sentiment: Strong Buy

  • Reply to

    Equity raise

    by chickenchitkiller Apr 28, 2016 5:23 PM
    xdexletx xdexletx Apr 28, 2016 5:38 PM Flag

    This calls into question whether they are being looked at by SLCA. The greedy little owners couldn't help themselves, but had to go borrow a big stash so they can pay themselves a fat dividend. Their wives must want a new big house in the Keys or somewhere. What's with these energy guys? All they do is try to find a way to cash in some more chips.

    Sentiment: Hold

  • xdexletx xdexletx Apr 27, 2016 6:13 PM Flag

    More than half of EMES is a fuel service distribution division. Accually, HCLP has a larger sand business than EMES.

    Sentiment: Hold

  • There are too many groups that can affirm or usually cancel a patent(for an NPE). They have to eliminate the ability of the PTAB to squash patents, when they are going to amount in significant damages to large corps. Apple and Google, each owe huge sums to the NPEs-VRTX and VRNG, respectively, for the success of their flagship products or services. It's time to drop the hammer on these abusers and have them pay up.

    Sentiment: Strong Buy

  • Reply to

    price action relative to peers

    by tzietlow Apr 21, 2016 3:59 PM
    xdexletx xdexletx Apr 24, 2016 1:48 PM Flag

    OAS has their own drilling company, so it may be that investors are thinking they could increase their drilling and completions faster than companies that have relied on outside contractors.

    Sentiment: Strong Buy

  • Reply to

    THIS MAKES BUYOUT PLAUSIBLE IN MY VIEW

    by sobji8 Apr 12, 2016 4:01 PM
    xdexletx xdexletx Apr 12, 2016 4:14 PM Flag

    Carl has to still be under water. He'll let things play out, unless someone comes offering his price.

    Sentiment: Strong Buy

  • With yesterdays and todays volumes, any short that can intrepret the financial life line they received, realize that CHK's cash situation is set for another year. BK is off the table, but where things go from here-who knows. A couple of other gassers jumped today-RRC and AR. Even SWN came to life. Maybe if that pipeline into the midwest gets online, CHK will really move up instead of just retreating from the precipice.

    Sentiment: Strong Buy

  • Reply to

    SLCA to buy HCLP

    by moenylover01 Mar 31, 2016 12:02 PM
    xdexletx xdexletx Apr 5, 2016 1:22 PM Flag

    RE: The possible BO of HCLP by SLCA. Is this something you are sure of or are speculating. SLCA may also be looking at CRR. I think EMES is out there but the other two seemed to be better buys, especially HCLP, with their new Permian and DJ terminals. And, maybe SLCA would move their HQ's to Texas to avoid Maryland's state income tax.

    Sentiment: Strong Buy

  • Reply to

    RRC hedge amount

    by armstrong_is_king Mar 19, 2016 10:09 PM
    xdexletx xdexletx Apr 4, 2016 2:56 PM Flag

    Add CRR to the list SLCA may be looking at. Their chairman bought 450K shares in 2016 in the open market. One of the wells that used the CRR prop was the 61MM cfg./d NG well that CNX drilled in the Utica recently.

    Sentiment: Buy

  • Reply to

    Chariman buying again

    by phaedo_13 Feb 3, 2016 6:43 PM
    xdexletx xdexletx Apr 4, 2016 2:52 PM Flag

    He bought around 450K shares in 2016 and about half that in 2015, for a similar amount. Why would be buy all these shares if he thought the company was going under, as a report speced for next year? Their CC said they had a number of excellent results for their newer sands and other products. Certainly, their results in recent qtrs. are awful, but maybe he sees a big uptake in the newer products and is getting in ahead of things.
    That CNX NG well in the Utica that came in at 61MM cfg./d. turned a lot of heads. Maybe, they do have a real breakthrough. And, you have SLCA looking for an acquisition. CRR is about the right size for them.

    Sentiment: Buy

  • Reply to

    RRC hedge amount

    by armstrong_is_king Mar 19, 2016 10:09 PM
    xdexletx xdexletx Apr 3, 2016 2:47 PM Flag

    RRC has huge acreage, a lot of it in the Marcellus. But, AR has those lengthly long-term hedges out several years, due to their capturing key pipelines into well-paying markets. I follow a couple of boards on IV, that are mostly into oils, but I think NG is where you'll get the best returns.

    I also think if you look at the frac sand companies, there can be some surprising developments there, as there could be some consolidation, with SLCA having picked up some cash(they now have $500 million) and have openly said they are looking at buying a company.

    I did some checking on two likely ones, EMES and HCLP. Both were partnerships that had paid out a ton of dividends, might I add on borrowed money. I think HCLP has the edge on a BO, as they have more sand sales, a recent terminal build out in the Permian and DJ basin and much higher prcing on their sand sales-$52-57/ton,vs. half that for EMES.

    Sentiment: Buy

  • Reply to

    RRC hedge amount

    by armstrong_is_king Mar 19, 2016 10:09 PM
    xdexletx xdexletx Apr 2, 2016 2:24 PM Flag

    760MM per month at $3.40. AR's oil is a small %age of their production dollars. Their hedges are 94% at around $3.75 through 2018, with increasing volumes. They really got the better of the pipelines into the better paying markets. MS thinks it's a double.

    Sentiment: Strong Buy

  • See Market Beat. Was it a misprint?

    Sentiment: Buy

  • Reply to

    AR hedge

    by markly_1999 Mar 19, 2016 10:08 PM
    xdexletx xdexletx Mar 30, 2016 10:38 AM Flag

    Their crude oil number is quite low, but they do have a growing condensate business and are getting in place the pipelines to move it out, as a lot of their wells contain it.

    Sentiment: Strong Buy

  • Reply to

    AR hedge

    by markly_1999 Mar 19, 2016 10:08 PM
    xdexletx xdexletx Mar 28, 2016 4:34 PM Flag

    AR is substantially hedged at around $3.75 for most of their NG thru 2017. They actually took some of their capex, which they wanted to spend in the more prolific Utica and put it back in the Marcellus. However, in mid-2017 they will be shipping an additional 800,000 cfg./d. from new pipelines, which will be at high prices to the Mid-West.

    Call up the newest AR presentation on their website, for this and other info. MS said they would double going forward. With growing production and the big hedges, that seems like a good bet.

    Sentiment: Strong Buy

  • xdexletx by xdexletx Mar 22, 2016 1:57 PM Flag

    The ambulance chasers checkout PCTC cash balance and look to grab some quick cash on a phony lawsuit. As if the company can control the FDA. Why don't they sue them, there are the ones that aren't approving the drug

    Sentiment: Hold

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