This is almost a repeat of my post 3 months ago Solid earnings with improving balance sheet They are almost net debt free Their reprieve brand [ yarn from recycled plastic bottles] continues to be accepted by consumers and manufactorsOn the CC said the have a deal with Disney to take plastic bottles from Disneyworld ,make yarn and then Disney tee shirts are manufacture to be sold at the park.Companies are making sustainability commitments and UNFI can help .Urge you to visit and look at the reprieve page YOU will be blown away.
a
Some solid institutional ownership here
Fund Shares Held or Principal Amt Market Value % of Portfolio Prior % of Portfolio Ranking Change in Shares % Ownership Source Source Date Date Reported BLACKROCK INC. 2,303,274 $26,602,000 0.00 0.00 2457 35,483 12.4465% 13F 2020-03-31 2020-05-01 IMPALA ASSET MANAGEMENT LLC 1,639,240 $18,933,000 2.55 3.11 17 17,500 8.8581% 13F 2020-03-31 2020-05-15 VICTORY CAPITAL MANAGEMENT INC 1,621,643 $18,730,000 0.03 0.05 691 94,802 8.7631% 13F 2020-03-31 2020-05-04 DIMENSIONAL FUND ADVISORS LP 1,539,630 $17,783,000 0.01 0.01 1822 8,836 8.3199% 13F 2020-03-31 2020-05-14 LANGONE KENNETH G 1,530,000 $37,117,800 100.00 1 200,000 8.2678% 13D 2020-02-13 2020-02-18 ValueAct Holdings, L.P. 1,417,054 $16,367,000 0.24 0.36 21 7.6575% 13F 2020-03-31 2020-05-15 VA Partners I, LLC 1,413,402 $35,702,535 0.71 8 285,723 7.6378% 13D 2019-08-12 2019-08-14 VANGUARD GROUP INC 903,574 $10,436,000 0.00 0.00 2600 43,831 4.8827%
Bullish
B
what happens to this company, when laws change the plastic bottle laws??????, I like the investors buying, but the company looks like a one horse rodeo
Neutral
J
Just completed profitable quarter was a surprise New management in place with an excellent balance sheet.This could be a huge sustainability play.35 % of their sales this past quarter was yarn from recycled plastic bottles .i am hearing endowments are demanding more investments in sustainability Great website Respectable insider buying at higher prices.Ken Langone[ Home Depot ] is on their board with around 9% ownership .
J
Another excellent quarter.They are building the reprieve brand 23 million reprieve tags where ordered by manufactures in the quarter.Urge you to visit their excellent website imho this sustainability play is just getting started.
w
technically..."W" formation possibly indicating a massive upside! Hopefully so!
Y
Unifi reached a 52 Week low at 15.78
Y
Unifi reached a 52 Week high at 25.97
T
Not a fan of the poorly spent money on the rebranding and apparently I'm not alone... Why waste the money to rebrand a historical company with a clean look already? The only brand worth spending the marketing money on is the Repreve subsidiary. Repreve is the golden egg opportunity to ascertain the retail partnerships needed for future growth. Not to mention B2B in the textile industry is as old school as it gets to this day. There is no need for the parent to have a "new age or young" look. The only thing the parent needs to focus on is giving the old school sales team members anything and everything they ask for... stick to your roots Unifi!
J
Legal amendment released today stating that the new CEO’s official start-date is today — 2-weeks earlier than was first reported. Positive news.
Fund
Shares Held
or Principal Amt
Market Value
% of
Portfolio
Prior
% of Portfolio
Ranking
Change in
Shares
% Ownership
Source
Source Date
Date Reported
BLACKROCK INC. 2,303,274 $26,602,000 0.00 0.00 2457 35,483 12.4465% 13F 2020-03-31 2020-05-01
IMPALA ASSET MANAGEMENT LLC 1,639,240 $18,933,000 2.55 3.11 17 17,500 8.8581% 13F 2020-03-31 2020-05-15
VICTORY CAPITAL MANAGEMENT INC 1,621,643 $18,730,000 0.03 0.05 691 94,802 8.7631% 13F 2020-03-31 2020-05-04
DIMENSIONAL FUND ADVISORS LP 1,539,630 $17,783,000 0.01 0.01 1822 8,836 8.3199% 13F 2020-03-31 2020-05-14
LANGONE KENNETH G 1,530,000 $37,117,800 100.00 1 200,000 8.2678% 13D 2020-02-13 2020-02-18
ValueAct Holdings, L.P. 1,417,054 $16,367,000 0.24 0.36 21 7.6575% 13F 2020-03-31 2020-05-15
VA Partners I, LLC 1,413,402 $35,702,535 0.71 8 285,723 7.6378% 13D 2019-08-12 2019-08-14
VANGUARD GROUP INC 903,574 $10,436,000 0.00 0.00 2600 43,831 4.8827%