alertmeipp

why higher x? I think big banks will become more like utility companies in the future?

Interesting article. http://www.bloomberg.com/news/2011-12-07/sino-forest-may-go-private-seek-merger-as-martin-tries-to-exit-morass-.html

what worries me the most is given the commodities price are so high, the gov is still running deficit. And if commodities tank - what do they have? The manufacturing sector is killed without high loonie.

it makes so much sense.. create jobs, lower dependency to Middle East and cost to various industries. It will happen.

Seems quite unethical to me. no?

Interesting article, Prem's reasoning is weak and given that he participated in the right offering (as the backstopper as well) not long ago... this smells.. Anyways, I sold about 40% at about 98 cents....not as optimistic as others on Fibrek getting anything better.

it gets the status for now because Gold and Oil is strong. So, Gold and Oil is the safe heaven.

I use this: http://www.form4oracle.com/

for me, that's silly... by that time, we may have ended the recession already.

honestly, I am worried that management actually do something stupid (like max out the loan and do a special dividend) to prevent this buyout. It's not tax efficient for us and if ABH pulls out, we end up with a leveraged company again going into a down cycle and u can rest assured we will stuck with this for long. If they can sell RBK for ~150millions and then divi out the $ - I am all for it. But not just divi out without a major transformation, please. I am okay with buydown and restating some sort of quarterly dividend. Just let the shareholders vote. If it gets rejected, we will have a better place. If not, I will take the loss and move on.

>> I just picked up some cfx this morning. Cheap, cheap, cheap I want to buy when they cut their dividend. >> Strategic review What a joke - now, they are panic because if they don't find a better way to realize value, they are gone. I think there is good chance they will sell either of their segment and keep their jobs rolling. OR finding a higher bidder.

Myth, what you said plus lack of insider ownership were the warning signs..

that's what I thought. Anyone know what's the latest insiders' %?

I need about ~1.45 just to break even. Sucks. I will say No for 1 bucks. Do we need 90% or just 66%?

yup.. they really should be investigated. Normally, BAC and C are very correlated, since Monday C has been traded better than BAC. BAC probably know this is coming.

I read the article... is that decision or estimation?

I just shoot FBK an email questioning their take on it. They must be shocked by this. I am cheap, just throw me a few dimes and we can call it a day. Pissed about the price but kind of nice to have a way out of this mess.

>>improving their D/E ratio. $1.00/share may well just be the opening bid. It would be... but with close to 50% locked in. That bargaining power isn't great. Do you know what percentage of vote is needed for this to pass?

I would much rather get a higher offer with all stock deal. Looks like the FFH and friends are fed up with Fibrek's management and call them out.

.. how can they agree this offer. they must be taking a loss on this.. what's the plan there.

damn that offer. 1$ cash?

The oil companies I bot have very depressed share price although oil is trading around 100 bucks. It's like gold and gold miners. Sooner or later the correlation will close

I bet many of us don't even know how much it went up. Mind you, many places in China is still un-developed and u can grab land for free if u want to manage it... that's at least true about 10 years ago.

where in China? Be specific.

All these risks were around last 24 months... were u invested over that period?