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Re: modrica post# 11966

Wednesday, 12/08/2010 8:46:58 PM

Wednesday, December 08, 2010 8:46:58 PM

Post# of 19444
Fisrt, I'm positive in speculation but neutral on what to expect. Holistically taxes and interst rates are becoming policies at the forefront in govrnmnt. Hence, companies need to prep for debt-related issues. So, whether the company has had no success est. in growth from its own operations needing to compensate loss by using a loan(s), sell bonds, ect., or if a company operations have sustained primarily from debt borrowing; still in either example it then has to consider what cost will be compounded by higher interest and taxes (which I think is Camelot's postion, even though it seems they have use stock as the vice to incur a majority of debt; it fundamental affects the company's intrinsic value just the same IMO.) *And let's say there are still a majority of creditors outstanding (because of certain terms which has not allowed them to exercise the sell or conversion of their stock) these prices don't benefit them.

Second, in the Proxy (which Mr. Atwell controls voting by 90% or more) it specifies that the consideration f/Mr. Istock as CFO on permanant basis, the *fair value (something I wish I knew) sale of $10,000,000 of stock in both common and perferred shares, and a share buyback program were all termed in some wording as Plans for 2010. Then also there are other filings, maybe even in the Proxy itself; declaration specified *in wording Plans for 2011, suggesting IMO that the three items above are to fall suite before year ends.

I'm thinking, 2 runs up, dramatic consolidation in between the 2 and after the 2nd run; very volitle but not so that you can't react to a reasonable price point (if you already have or soon will have a position in CMGR.)

The MM Knight Capital has shares filed in acquisition as an Insider. Who knows how they are vollying their shares or if they have been sharebuilding. Ironically, Puff the Magic Dragon is in syndication on Dec 14th (Tues. which is also after last day o/shrhldr meeting) and not in a bad slot in both time and in what features before and after it airs. I've seen Lit Post's work displayed on their website and they're exceptionally artistic visually and in technique. It was like Photoshop and Illustrator in 3D, finessed with movement and camera angles. They will enhance "A Warrior's Heart" to give it high, cinegraphic quality. I've watch the trailers of all the movies they have available and except for the "Blind Samurai" flick, the writing is not literary works but grammatically above low-budget caliber in both substance and humor.

Management just might have superior insight, vision, and credidation than what our patients can't tolerate. They have significant business relationships to consider like Lionsgate, which if they shake loose the virtual blackhole Carl Ichan; may expand Camelot's brand recognition, there choice in films seems not to be coiled by political correctness or of match-making to upstage, reform, or challenge what other studio have done. They may have simialarites but the approach appears different and naturally feels unique. Last, if none of the above pans out; IMO its not going to hurt considering that 2nd or 3rd quarter 2011 is realistically the bombshell that awaits. Presently events now could be the catalyst for it to happen and we maybe in yet, more moments of despare from a folied expectation rather than forecasts of perilous destruction.
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