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yes.
EU easy money policy. time will tell. all of this imo.
demand for new greek debt is extreme. per cnbc, a milestone moment for greece. buckle up!
all of this imo
buckle up.
thx for sharing. just viewed it now. looks like thyre really trying to align the brand with bob.
all if this imo
it is not a non-event if u factor in target customer awareness, development, n their eventual lifetime value. market n channel developments are not one of the areas where u can undeniably challenge jamn's effort.
all of this ino
the mother parkers rumor doesn't make any sense. mp is really a hybrid distributor/broker. they effectively work as intermediaries for small coffee companies like jamn. mp is effective bcz they can leverage all of the companies that they broker for and get these companies into larger retail chains. so mp buying jamn goes directly against its biz model.
keurig is smart. the suits will have a hard time winning, bcz keurig has a right to protect its interest. they're likely takong a hit on the machines n hoping to kill on the refills. its called two part pricing, where one product acquires the customer n the other product retains it. copycat refills destroy this model n just as competitors may have the ability to create refills that can be used on keurig cups, keurig can chg its specs to protect its infrastructure. its really a real time case study on playing defense.
all of this imo
not necessarily an automatic cash cow. would need to see the partnership details, before we knowjusthow much of the cut marley will will be getting.
from a strategic perspective, this is encouraging. marley's executing its strategy, which is to align with its MARLEY brand. they moved to denver, which has legalized mj n they've aligned with the broncos n the rockies. the next target will likely be the nuggets n then probably the ski resorts. why? target customers are folks who are inclined to love the MARLEY brand, who are athletes, folks who love sports, action sports, love mj, n so forth. interesting to see the strategy in action n to see where they pivot n how they growfrom here.
all of this is imo.
no. if they withdraw they'll be forced to close shop without any funds, unless you count funds from scheer's son as real funds. no one is going to touch the stock unless u prey on each other or unless newbies jump on board, which is unlikely.
all if this imo
its a voluntary bk. your logic only applies if it is involuntary.
all of this imo
desperation will lead people to some drastic actions. anyone who continue to support the ceo should ask yourselves the following qtns: were these actions done for the sake if the company or for some other interest? and if so, who were the most negatively impacted by these actions? in case you're unsure of the answer to the last question, look in the mirror.
all of this is imo
yep. greece in general is primed for a nice run. time wil tell.
all of this imo
exactly. he is not stoopid. the procap investment was likely a ploy to manufacture a last ditch rally to get suckers like u to buy in while thy sold.
all of this is imo
price has been slowly creeping n the board is silent. lol. willing to bet board will be buzzing in next few months.
all of this imo
call it what u want , but as described there are two plays: 1. cannibalization or 2. preying on newbies.
the son wont get it bcz it doesnt pass th smell test. the test is easy: father owns company, son owns other company to which an agreenent is in place to transfer assets over. so given relationship, attorneys can easily show control will remain in family. n what makes it eorse is he tried to screw everyone, including shareholders, inthe process with the first lien arrangement. time to wake up to reality. ur champion is jim jones n he's asking u to drink the koolaid.
all of this is imo
so ur implying that people shiuld cannibalize each other and prey on thse who don't know any better in btn now n (hopefully) n eventual restructure? u might be able to do it if there weren't any counterbalancing views, but do u really think people are tht gullible?
all of this imo
shareholders get wiped out in ch. 11 just like they do in ch. 7. difference is company can, in theory, re-invent itself in ch. 11. but the owners after a ch 7 are the debt n preferred holders, not common holders like many on this board.
all of this imo.
a few things. it is subject to the approval of the court not also states the debt is secured by existing n new assets that the company secures in the future n the lender takes first priority over previous lenders, per the 8k. without knowing the full details of the agreement, i think the previous secured lenders will have a significant say in whether they'll allow this to happen. be careful.
all of this imo
exactly.
investing in a start up company that just declared bk is simply foolish. everyone, before u do anything, do some personal research before u follow that advice of folks who may be ignorant or trying to deceive u.
all if this imo
r/s may have been planned, but if the stock is worth $0.00 it doesn't matter whether there are a billion or a 100 shares. the stock is still only worth $0.00. in a bk, equity gets wiped out for shareholders.
all of this is imo.
debtor in possession doesn't mean they're negotiating with new financiers. it means the debtor, the company, is in possession of the asset. they're negotiating with current financiers to continue to operate the asset while they're reatructuring. it has nothing to do with an outside investor coming in to invest in the company. why would any investor do so, especially when the compamy assets are already secured by previous creditors?
as for the r/s, it hardly indicates outside $ us coming in. it quite possibly indicates further dilution against shareholders. institutional investors usually have dilution protection.
look, i'm not pro or con the ceo or the company. the reality is the company's recent releasea have been straight fwd. not much spin by them but ihubbers are sponning without any fundamental knowledge of what the releases are saying.
all of this imo
google: debtor in possession.
the news is pretty straightforward n doesn't imply new financing, but rather ongoing negotiations with existing creditors.
all of this imo
r/s does not automatically signal an outside investor is on the wings and waiting to come in. it could also signal that the intent of a r/s is to isuue new shares, which would mean dilution for existing shareholders. further, an r/s would nit impact total company value nor would it impact the cut (of the company) for existing institutional shareholders who most likelyhave anti-dilution protection. it wouldlikely impact regular shareholders like most ihubbers.
all of this imo
quite possibly true. its not about whether a compay is operating, its whether a company has enough working capital currently n in the near term to keep operating.
all of this imo
horizon isn't playing games. it's standard procedure for them to file this motion. if horizon
proves the company is unable to operate, bk protection will be tossed, which effectively kills cerp. don't understand why the board is spinning this as a positive. the fact that a cerp is fighting with its biggest lender in public speaks for ifself. company's don't do a chapter 11 unless its a last resort thing. this means they've been fighting for months if not years. further, shareholders are pretty much the last people on the totem pole. why would anyone jump in now is just foolish.
all of this in my opininon only
what are the reasons for a buyouyt? does hipp have a unique, defendable technology? does it have exclusive multi-year contracts/partnerships? if so, what's the npv for those contracts? does it have a widely recognized brand? what is its market share? what is its burn rate? what capex decisions have the management ubdertaken recently? have management diluted shareholders, bought shares back...?
all of this imo
if erbb hit $70 it would be more valuable than apple.
supply n demand is irrelevant to
ur statememt unless u genuinely believe erbb will be more valuable than apple. the # of outstanding shares makes it impossible to reach $70 unless it was restructured.
all of this in imo.
substance?
please look up the # of outstanding shares for mdbx n erbb.
all of this is imo
institutions ave already bought in. see the warrant schedule.
all of this is imo
you're not factoring in the warrant schedule. review the schedule, ask why warrants we're issued in the first place, and then compare compare the capital structure position of nbg pre-r/s and albky. once you've done so, let us know
when you think an r/s will occur.
all of this is imo
is there a relationship between jamn's pps drop and avtc? unlikely. think the recent drop may be related to jamn's 10/17/13 filing. i sold most of my shares in late october bcz of the announcement. suspect other longs may have done so as well. still own a small amount n will add if appropropriate.
all of this is imo.
albky is an adr. not sure about the others, but suspect they're foreign versions of the american adr arrangement.
more info here: http://en.m.wikipedia.org/wiki/American_Depositary_Receipt
all of this is imo.
been adding for a few days. glta!
al,
agree with ur views that exposure is good n ur pm. sorry, can't pm bcz i do not have a premium ihub acct.
longs n shorts can agree to disagree, but the facts speak for themselves. distribution is growing. if jamn maintains its distribution in a year, the price will reflect this reality. good luck to all.
all of this imo only.
not denying that suppliers are limited by constraints. it does , however, allow marley to engage new up stream partners, which then allows it to lower costs. as i said, marley is not there yet.
time will tell.
all of this in my opinion only.
it's true that economies of scale is associated with companies that have vertically integrated (i.e., they manufactuer their own products), but companies can also achieve efficiences horizontally through expanding distribution channels, which creates value for up stream partners, the manufacturers, which then allows marley to demand lower costs. so, to be fair, you're right wrt to the traditional definition of economies of scale, but there's dofferent ways to achieve efficiences.
marley isn't there yet. sales will be the end all be all. if marley products are in safeway stores in a year, the price of the stock will adjust acvordingly. we'll all be happy. likewise, if it is no longer in safeway stores, the stock price will adjust accordingly as well. time will tell.
all of this is in my opinion only
i do realize that and u do realize that ratings agencies rated toxic subprime vehicles (bonds, etc) as AAA rated securities?
the point is nothing is as objective as they may seem. most on this board know that company financials are not what they may seem. once great third party auditors, such as arthur anderson, are no longer around, bcz they failed to provide an objective third party perspective.
and i'm not touting the zacks rating. never have n i never will. im just saying that marley's decision to pay for the rating isn't all that different. it's just the game.
all of this my opinion
do they both not rate companies?
mods deleted my previous post.
lol.
i'll keep it simple: these rating agencies get paid to rate the bonds of issuers. many, including me, think the arrangement causes influence. such influence comes into play when the same ratings agency provides an evaluation for the same company, but is, at the same time, paying the rater to rate its bonds.
marley paying zacks to rate it isn't fundamemtally all that different.
all of this is in my opinion