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alertmeipp

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Everything posted by alertmeipp

  1. alertmeipp
    I think building capital here make senses. They should build more than it's needed to bring the confidence back in the game. If it works out, it will be a home run either way.
  2. alertmeipp
    If u look at ABH, doesn't seem like they have much better management there and some of their businesses suck. with FBK, u can hope for a better pulp price. With ABH, I don't even know what they need to prosper.
  3. alertmeipp
    Ditto. I just email the CFO with the message above. Unless we are all "abnormal" here, I don't see the offer will go through.
  4. alertmeipp
    Wow, I am surprised so many decided not to tender. It begs the question why our respected investors decided 46%.. Something doesn't make sense here.
  5. alertmeipp
    Mixed feeling on this. I want to sell but please give me a better price. $1 is an insult considered we all wait through out the deleverage and have NOT seen a dime going into our pocket.
  6. alertmeipp
    We have 3539400 in total ~ about 2.8% of the outstanding. I was hoping we have above ~%5.
  7. alertmeipp
    was wondering how many shares this board owns: I have around 70k under control now. Sold some to redeploy capital to other ideas when the offer came out.
  8. alertmeipp
    Hope it's not a farewell email. :)
  9. alertmeipp
    i think they have have some ideas on how the tender is going on. If it's tight, they will call like crazy.. so no call probably means one side got enough votes already?
  10. alertmeipp
    I have decided not to tender as I don't think $1 is a fair at all.
  11. alertmeipp
    how do u get 35%?
  12. alertmeipp
    Should have bot them all back.
  13. alertmeipp
    I would say if they can secure 16 million in power contract, that alone worth 130millions. that's stable 12% yield. I am tempted to buy back my previously sold position.
  14. alertmeipp
    16m now? that's 10 cents per share.. I thought they said it will be less than that below. That fact that they wants to issue shares to make acquisition stinks.
  15. alertmeipp
    how about the input cost and forex rate? Convert the pulp back to CDN and fibre cost is up or down? and how about the power contract?
  16. alertmeipp
    RBC again got left out at the cold! No one will integrate with them.
  17. alertmeipp
    If your account is down in dollar amount but up in # of shares. Are you up or down? :)
  18. alertmeipp
    It almost looks like he is doing it intentionally although it can't be.
  19. alertmeipp
    probably down 20%+. :-\
  20. alertmeipp
    I think ppl are crazy to even suggest that. BAC is a publicly traded company and it's well capitalized by all accounting standard, u can't just put it to rest. It's not FRE/FNM we are talking about here.
  21. alertmeipp
    Retails turnaround is often hard and very costly.
  22. alertmeipp
    Hope you all have a happy 2012. After all, happiness is all it counts!
  23. alertmeipp
    who would shop at Sears here? who would buy Sears gift card for their friends and relatives?
  24. alertmeipp
    could be >40 percent I think
  25. alertmeipp
    options... hedge... trying to time the market.. think u know shxt.
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