Friday, January 08, 2016 4:13:25 AM
Here is a spreadsheet I converted to .pdf for anyone that has interest in reading: bit.ly/1OE0Xs6
It shows that, contrary to previous investors sentiments, RELL has only now become a buying opportunity. It outlines how RELL has been focused on increasing the tangible value of their assets while they increase their scope on organic growth to build long term cash flow for the business.
RELL has experienced unexpected situations lately, and there's no denying that, but what they've done by increasing their net worth from a negative NCAV value in 2009 to over $8 per share today is quite remarkable. Unfortunately for many investors, stock purchases were made too early before an opportunity had arisen.
For example: both RGM Captial, llc. & Gates capital Management, Inc., both adhering to the value principles of investing, made their purchases above $11 per share when a value opportunity clearly was not present. I was asked to analyze RELL back in 2010 when I was approached by a value practitioner and I quickly realized that no opportunity was present at the time. Not until recently, within the last few months, has there been an opportunity for entry at a point where the share price is trading for less than a growing NCAV value.
I look forward to sharing ideas and perspectives about this business.
Recent RELL News
- Quantic Electronics and Richardson Electronics Forge Global Technology Partnership • PR Newswire (US) • 09/18/2024 02:57:00 PM
- Richardson Electronics and Quantic Electronics Forge Global Technology Partnership • GlobeNewswire Inc. • 09/17/2024 02:00:09 PM
- Form ARS - Annual Report to Security Holders • Edgar (US Regulatory) • 08/23/2024 01:40:03 PM
- Form DEFA14A - Additional definitive proxy soliciting materials and Rule 14(a)(12) material • Edgar (US Regulatory) • 08/23/2024 01:35:02 PM
- Form DEF 14A - Other definitive proxy statements • Edgar (US Regulatory) • 08/23/2024 01:30:17 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/12/2024 07:34:06 PM
- Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405] • Edgar (US Regulatory) • 08/05/2024 07:09:23 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/02/2024 07:53:29 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 08/02/2024 07:45:05 PM
- Form 144 - Report of proposed sale of securities • Edgar (US Regulatory) • 07/31/2024 02:25:08 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 09:36:41 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 09:32:52 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 09:29:37 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 09:25:36 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 09:22:06 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 07/24/2024 09:10:28 PM
- Richardson Electronics Reports Fourth Quarter and Fiscal Year 2024 Results; Declares Quarterly Cash Dividend • GlobeNewswire Inc. • 07/24/2024 08:15:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 08:10:18 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 08:06:44 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 08:03:59 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 07:59:44 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 07:53:03 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/24/2024 07:49:14 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 07/22/2024 08:25:18 PM
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