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On Vine......
http://www.usatoday.com/story/tech/columnist/talkingtech/2013/10/23/performers-connect-to-brands-on-vine/3171733/
PS-Wendy's re-imaging efforts seems to have switched to the cutting edge and a cut above its peers(2nd tiers),PR-wise,and closing in on the 1st tiers?? A new power house is in the making to make eating at Wendy's FASHIONABLE again!! I don't fully understands it,but it seems to be working on the young /i-pod generations: paying an extra or two dollars on a good meals is perfectly justified.
ER clock ticking down........
Oct 7 is a BIG DAY!
PS-Someone suggested NOV $10.0 CALL options many months ago,would his bet turnout to be a 10 bagger??
Picture of breaded chicken breast on......
http://www.wendys.com/en-us/chicken/pretzel-pub-chicken-sandwich
PS-Another item to increase the gross margin by another 50 basis point?
Good eye.........
Just like IMI Global in 2009 except 6-10 times cheaper..........another phoenix out of ashes??
A 10% gyration seems to be the norm 4-6 weeks before the next ER........
For most investors
Stop buying and hold;
For some investors
Sell and take profit;
For few investors
Buy more;
For me
Busy rolling ITM(was OTM) Calls into 2015 Call Options(OTM) at $10.00 strike .I believe my orders may be the culprit driven delta DOWN and pushed implied volatility UP!
In the QSR arena,1st tier players are eating the 2nd tier players for LUNCH,including giants like M&&,J**,H&&......I'm glad the vision of Dave Thomas is re-deployed by Emil started in 2011 with unconditional support of N. Peltz(or becomes the next Ackerman/JCP)....again the restaurant industry is about to become a killing field for those thinking "INSIDE OF THE BOX" and have done little on the defensive,let alone offensive.........rude awaking and many were to be f&&*ed!
What I keep my eyes on:progress of re-franchising,or more bluntly:are the capital spigot,through the 3rd party(like GE capital),in full throttle mode??So far so good!!Wendy's has jumped ahead within the 2nd tier group and it has started nibbling at the heels of the 1st tiers!!And most likely it is continuing,with more menu additions in the pipeline!
PS-Will we see Dunkin Donuts and Wendy's combo??Or something like "Dunkin Donuts Menu" be introduced in Wendy's in Jan. 2014??I'm guessing BIG on this one.
PS2-Change "a cut above!" to my "a cut above or be cut up!" seems more fitting!
Another power house that are unstoppable and here is part of the secret recipe.......
http://www.bloomberg.com/video/-c-suite-goes-behind-the-counter-at-dunkin-donuts-gzniDBSnRJO2EA4ame_org.html
PS-Darden restaurant is considering breakup to counter headwinds ahead:A bit too late!
Pretzel chicken sandwiches and only 650 calories.......
http://www.wendys.com/en-us/chicken/pretzel-pub-chicken-sandwich?utm_source=hispanicolv&utm_medium=banner&utm_campaign=pretzel-pub-chicken-sandwich
Pretzel buns and Wendy's stand for quality and healthy food: perception salted with reality!Another item with a $0.50(higher) incremental markup for a bun cost few pennies more and HEALTHY...and $$$$$$$ to the bank(Wendy's account)!!
Old fart's rule: What tastes good is bad for you..........
http://www.bloomberg.com/video/my-food-will-kill-you-heart-attack-grill-s-basso-iJoqlgeOQ4~Xf~OgRbwOhA.html
VS
Healthy food restaurant lost $$$$ and fallen to the way side,one by one......
Real world
Cheap(most) people eat cheap food and pay the piper later! Rev. Jackson has been warning about hormone used to fatten animal(cheap protein like chicken) for decades,and no one seemed to give a f&&K......FAT/CHEMICAL/????? clogging your heart,does not discriminate based on color.............and big Phama loves it!
Solution
A cut above:better customers:$$$$ at the end of the day and the customers are back for more.
When you go.....
Check out what type of customers go there(vs few years ago) and their average ticket spent.....I believe 18% of the Golden Arches revenue stream is rental and surcharges fees...but more and more franchisees are revolting:WATCH OUT when it stopped raising its dividend rate!
Easy $$$$: Sell OTM Calls......the pps is stuck in a range,and likely for years.
PS-Beef petty(quality) in the Big Mac is a disgrace.....for the unknown oversee customers is ok....how much longer? The drive toward chicken?????It lost its focus and it is no fun/hip to go there any more,except PRICE,PRICE,PRICE.
Get them on board:Wall Street gate keepers.......
I believe it was the Goldman Sacha guy(one of the many) who wanted the company to re-franchise 100% of all company stores or no endorsement/negative outlook for ever,our way or no way: only Wall Street-centric business model can be accepted before any stock rating upgrades........and Emil finally gone for it,as it favors the company more;plus an unwavering vision;with calculated efforts at all fronts, seem to be converging;and we may have a $$$$ MAKING MACHINE in the making;it has turned on the Wall Street crowds and their GREED!
$$$ orgy lasting two years more..........very likely!!Last time I looked the institutional ownership was above 80%,most likely above 90% by now!
Multi-prong approach by the management revitalizing WEN brand..........
Seems to be on track and working well:TO MAKE $$$$$$: HIT THE 2015 $10.00 CALL OPTION ASAP,a bit pricy at $1.00/$1.05,but it can turn into a 3-5 baggers,I say 75% chance sometime in 2014.
Another new bun in the pipe line........
I was told and shown a picture of the new bun,by a local franchisee, made with a new flour doe. The new bun is scheduled for its debut in October and he is all excited again!He was esthetic in Feb/Mar on the yet to be introduced Pretzel burger,and now he believes the new bun would be another hit! I think the meat was chicken....or beef...too many marbles in my head lately.Got to go.Beer time!!
My recent purchase.........
OTM option: WEN Jan 2015 10 C for leverage and time.
New high at $1.65........
http://finance.yahoo.com/news/where-food-comes-r-acquires-110000545.html
Welcome to Wendy's............
Next ER release is 11/7/2013 and my hope for the SS(same store sales) is north of 4%......if yes,WATCH-OUT!
From bad to worse......
Sale of $11K,SG&A $113K,.........House Wrap accounted for 30% of the sales,or a big $3,300.........Joe's company is in trouble;without shareholder financing of the $357K,game is over for the company.
http://www.sec.gov/Archives/edgar/data/1190370/000114420413050619/v354764_10q.htm
Wen after next ER,scheduled for 11/7/2013,.............
Will it break $10.00?? 75% chance likely........been told another new bun to be introduced in Oct......copying Panera(with different dough) but on the bun only,seems to HAVE WORKED and $$$$$$$$ MAKER!! Wowww..........PPS for 2014/2015 IS LOOKING GOOD!
OPTION,OPTION,OPTION are CALLING = BIG $$$$$$$$$$$$$$$$$$$$$!!Another multi-baggers are calling you.
Porsche!!Another new addition????.........
"....you and your buddy get to race each other in stockcars AND in a Ferrari or Porsche!!!..."
https://www.facebook.com/RacingAdventure
PS-News has been quiet lately on the exotic car front and I thought "the one and the only one" Ferrari had broken down and out of action. What a relieve to see that wasn't the case,and instead there is a likelihood of new addition!
Latest on the U.S. country-of-origin food labeling rules........
http://www.bloomberg.com/news/2013-09-11/meat-industry-groups-lose-bid-to-delay-labeling-rule.html
What I just posted on Yahoo......
Question:
As it hits another 52 wk high. Is it too late to join this ride?
Why is this stock finally been moving this year? As I have
watched it for years in the 4's and 5's and 6 at best!
What is a short term and long term for this stock???
My response:
I like to keep it simple and why WEN is a 3 standard deviation miracle..................
Price per store based on MC
CMG $8.6 million;
PNRA $2.8 million;
NDLS $3.8 million;
WEN $0.5 million;
...............
...............
What I'm betting on
1 Management;
2 Management;
3 Management;
..........
..........
Bottom line:
So it can go from QSR(2nd tier) to fast causal(1st tier),and it is just that simple to bet on a dynamo and make BIG $$$$$$$$$$!
PS-Got in late in Jan 2013,but betting 100% on ITM,ATM,OTM call options: fantastic ROI in May,Aug,and most likely Nov and Feb 2013,all Calls: $$$$$$$$$$$$$$$ just keep on coming and LOT MORE $$$$$$$$$$$$$$$$$$$$$$$$$ TO PAPA SOON!!!
This dynamo just keep on ticking..........
JAN 2015 $7.00 and $10.00 CALLS are my favorite.
Price/chart support......
Back down to June 2009 price support of $0.36 and the next leg down is around price support of $0.25.
PS-last traded 500 shares pushed the stock price 33% higher and the spread is at 33%!
Why not have the pros do it.......
Favorable:
Be certain the defendant has $$$$$$$$$ first;this should turn on the sharks(attorneys):$$$$$$$$$$. I believe it is the case with AYSI and we all know how creative attorneys are once they smell/see $$$$$$$$$$ behind Gene's tribe and ill-gotten profit from the company!
White Swan:
If the notion of claw back is remotely likely thru litigation -thus effecting the valuation of the company- like blood to sharks which shall start a shark frenzy in your favor: new sharks coming in feasting on the wounded sharks(the tribe)!
I don't have the expertise and never pretended to,but maneuvers(charade,firewalls,...) put up by Gene were "kid stuff" and should be dis-mental by the pros in court proceedings with ease.
PS-Your challenge is to mustard the courage along with other faithful to seek justice and f**k him back.I will thrown in $500.00 as seed money and at least 10X amount to purchase the stock upon the filing of the case against management of AYSI by its shareholders for insider trading fraud.
Here is a plan posted in November 11, 2011......
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=68919202
"..........Had Alan sold all his stocks(or partial),walked away with your hard earned money,with insider information and at shareholders expense,it is fraud!! He should be the weakest link to bust: there is no honor among thieves. It just that simple(to bust Gene,and he knows it).
I believe the purpose of the meeting is to develop a "Pearl Harbor file!" But after the fact. I would like to see his face,if one of you smart ones,brought in an attorney at his "Dog and Pony Show!" and serve him!!
I hope the boyzzz are not turning into crying babies!! STOP DREAMING AND DO SOMETHING,before Gene swallows you all,and this time is FINAL!!!
THE END.
Recourse:
http://www.talbotolivier.com.au/services...
ps-I'm just a messenger since 2008/2009,delivering "HOW NOT TO BE THE TURKEY!........""
Favorite quote from budge.........
"A CEO's regard for his shareholders is inversely proportional to the size of the lies he has convinced them to believe."
BULL'S EYE!AND POWERFUL STUFF.
Go from passive to defensive........
Just may be,OFFENSIVE soon!The only language the tribe understood:AN EYE FOR AN EYE! Hate to see Gene and his tribe playing the emperor without cloth and almost getting away with it.
What I just send to the company:
"Enclosed is SHAREHOLDERS RIGHT under Delaware General Corporation Law Section 220(b). Please comply to the law for your company sake before things are out of control and to your detriment.
http://www.startupcompanylawyer.com/2008/02/09/what-inspection-and-information-rights-does-a-stockholder-have/..."
This is what I just send.......
To:
info@alloysteel.net
Attention:
Gene/Barry/new CEO
Regard:
This is what I wrote and please correct me if I am wrong
"Questions without answers??
Why was his buddy CFO left and how was he kept off the radar and silenced,and most likely sold all his shares above the $2.00 mark and without reporting it? Form 15-12g provided the cover for both thieves to steal from the faithful!
The enhanced Acroplates are just hardened thicker plate with added carbide,which can be processed by most steel companies,and it is not patentable! 90% chance there is no patent on the thicker Acroplates:royalties gone to his pocket most likely can be claw back to the company!90% chance likely.This is why his son is in charge in order to maintain the lies!
Can anyone prove Gene is an engineer??He has had no technical credentials in the steel industry nor in the academia!Most likely he bought the patents(2) he claimed to own.
Based on my calculation,the balance sheet is doctored and it is about to be out of money.Gene has two set of books and those impairment charges are huge!
..........
..........
see my old postings "
PS-I have send similar questions/concerns/accusations before and many times to challenge the management:NO RESPONSE.I believe I pinched a few nerves!
Dear Dave and here we go again.......
"..It's really sad. Gene is an impressive entrepreneur and inventor, who built a successful business. Why not treat shareholders equitably?...."
A realistic version:
It's really sad(for the faithful). Gene is an impressive entrepreneur(????) and inventor(????), who built a successful business(????). Why not treat shareholders equitably?(the company has always been a house of cards)
Questions without answers??
Why was his buddy CFO left and how was he kept off the radar and silenced,and most likely sold all his shares above the $2.00 mark and without reporting it? Form 15-12g provided the cover for both thieves to steal from the faithful!
The enhanced Acroplates are just hardened thicker plate with added carbide,which can be processed by most steel companies,and it is not patentable! 90% chance there is no patent on the thicker Acroplates:royalties gone to his pocket most likely can be claw back to the company!90% chance likely.This is why his son is in charge in order to maintain the lies!
Can anyone prove Gene is an engineer??He has had no technical credentials in the steel industry nor in the academia!Most likely he bought the patents(2) he claimed to own.
Based on my calculation,the balance sheet is doctored and it is about to be out of money.Gene has two set of books and those impairment charges are huge!
..........
..........
see my old postings
Bottom line:
He/company/Acroplate(simple hardened carbide plate) have provided them(the tribe) a cover to sustain you investors' perception of a growing company in a hot sector: business development in Mongolia,Indonesia,USA,..........!!
To Dave and the faithful:
Penny stock is not for you:your are too trust worthy!!
Dear Dave......
I'll throw in $500.00 seed money if there are enough investors to reach the $5000.00 mark,and I have no shares and do not intend to own any in the future.
Listened to the Q2 webcast.......
When will the turmoil stops and everyone focuses on the customers?? Is Steven the chosen one by default(last man standing) and how long?? Can he hack it before too late??....this type of kids play been going on too long.......and capital cash burn is about to end and it be out of bullets in 2015.
Finally,there is self-examination instead of ghost chasing! Next few quarters can be very interesting!! 80% chance says it would continually hemorrhaging into 2014!!Just maybe,right before the point of no return.
After hour trading as high as $8.16..........
Market is frenzy about WEN: $10.00 pps,here we come!!Option,option,option!!
More news and why is Tyson breaking away from the pack.........
http://www.fool.com/investing/general/2013/08/10/tyson-has-a-beef-with-industrys-doping-problem.aspx
WEN option trading volume reported on CNBC........
http://video.cnbc.com/gallery/?video=3000189263&__source=yahoo|headline|quote|video|&par=yahoo
Starboard Seeks Group to Form Rival Smithfield Bid........
http://www.bloomberg.com/video/starboard-seeks-group-to-form-rival-smithfield-bid-SKsHqe4yQWS7CiYL8rAqEQ.html?cmpid=yhoo
Tyson takes lead with Zilmax ban.....
http://www.reuters.com/article/2013/08/09/livestock-tyson-idUSL1N0GA01220130809?feedType=RSS&feedName=rbssHealthcareNews&rpc=43
Option play........
I have $6.00/$7.00 Feb calls and my simple/only strategy is to buy them early and cheap(copied from my penny stock strategy). I'm not a sophisticated option trader yet and so far I try to focus 100% on the fundamentals/trends of the underlying stock! 3+ baggers is good enough for me;with luck and every so often,it turned out to be much higher like with WEN so far!
PS-Once DJRT ER track record proven to be up and up,we have a 3+ baggers in our hands.I believe all within a period of 2-3Q and time flies.
Or.......
Out-of-money calls became in-the-money calls:BIG $$$$$$$ ahead!!See WEN(I-Hub) and you know why I agree with you.
Looking good.......
Tim pulled a rabbit out of the hat without dropping it! A smooth operator.Million dollar question: can he steady his hands and continues the next lap like a pro? Very likely,at least on the COST OF SALE and the SG&A,which he has had a track record of many quarters...for a $0.10 stock,DJRT is great value play,as the company focuses on the incremental organic growth:EXOTIC RACING with LITTLE RISK and GAINS FOR INVESTORS!!
ER is out........
" As a result, we had net income of $140,912 for the three months ended June 30, 2013.....While our sales decreased by $24,198, or 2.5%, between June 30, 2012 and 2013, our cost of sales decreased by $67,180, or 14.0%. Also, our general and administrative expenses decreased by $71,799, or 15.4% during this same period..."
http://biz.yahoo.com/e/130808/djrt10-q.html
An analyst called a 5.5% sales comps in 3Q........
"..wendy's had a big story yesterday when he talked about the -- 5.5% comps. that's what they see comps doing in the quarter based on the pretzel bacon cheeseburger..."
In the last 60 seconds of the video:
http://video.cnbc.com/gallery/?video=3000189019&__source=yahoo|headline|quote|video|&par=yahoo
PS-Can Pretzel burger became a media hit?If yes,$10.00 is coming in 2014.