mateo999

Any color? https://www.sec.gov/Archives/edgar/data/745308/000091957421002169/xslF345X03/ownership.xml

any news today driving this sharply lower? Did FL just institute state level income taxes?

CEO Jeremy Rabe needs to go: Aimia shareholder Charles Frischer https://www.bnnbloomberg.ca/company-news/video/ceo-jeremy-rabe-needs-to-go-aimia-shareholder-charles-frischer~1757536

+30% in a few days. Kab... keep posting... i think you’re good luck.

More or less to fund erfp, but they (allegedly) thought they’d be able to issue equity at 80 or so. Instead they first announced the raise and then let it sit out there for a few days. What did they think would happen to the share price? I just think they’re at a weird spot. Given how shitty their captive clients trade, they don’t have a public currency to buy stuff. So instead it’s more esoteric instruments and ERFP to fund growth. I wonder where future erfp money is going to come from. Why not sell the reits to a larger public reit? And then have ainc take equity of acquirorCo in lieu of a cash termination fee. Remington potentially poses a problem?

I own it too, and am down about 22% on my basis. But with that said, the volumes are so thin that a small amount of institutional capital can drive this either way. Thankfully I never made it a large position given the scum factor, and shouldn't have gotten involved after seeing Raging move on. Interestingly, I was able to join Monty at a roundtable lunch at the October Investor Day, where he seemed dismayed that they were forced to raise equity at $74.50 (which had been a considerable discount to trading-- mid 80s, low 90s-- in days leading up to the offering). I just don't trust this management team. When you speak with them (I attended the 2017 Investor Day as well), nobody admits there's anything wrong (either in reality or perception). It's all sunshine and roses. Also, clearly the market doesn't care about the key money Enhanced Return Funding ProgramTM concept.

Another long he'll lose money on. Why do you say that?

Thanks for flagging the GPC spin. I think esnd is probably a short here. Anyone look at this?

Jake Rosser needs an editor. He calls Mr. Flatt, Mr Platt. The name of the hot pot chain owned by YumChina is Little Sheep, not Black Sheep. Also, FWIW, he essentially regurgitates the YUMC pitch from the winning team at the Pershing Sq. Challenge held in Feb. The students who pitched it would certainly know it's Little Sheep. And the Zooplus pitch is essentially verbatim from IMC's pitch (down to the Nick Sleep reference, so I assume he had permission to borrow heavily). And IMC's was essentially just a regurgitation of Hayden Capital's work on the name (though at least credit was given where due). I suppose originality is a lost art these days.

Quoting myself here: Looks like the strategic review concluded without a deal. And the quarter/outlook wasn't so pretty. Anyone a potential buyer tomorrow?

https://www.dropbox.com/s/1ki1nyskrw349vd/Grant%27s-1.pdf?dl=0

I met with Kent Hansson in late 2014. Very impressive guy. Ex IJ if my memory serves. He felt his data analysis capabilities gave them an edge on pricing really obscure stuff in Russia, etc. really quickly. And sometimes sellers wanted to move very quickly which was to their advantage. Again, paraphrasing him. We didn't invest.

I actually think he's said that emission laws are quite clear in the US, but that Europe is where they're unclear. From the Q1 call held on 4/26/16: I think it is clear that we understand the U.S. environment relatively well, now having lived through for a number of quarters, through the type of expectations and having achieved, I think, a meeting of the minds with the administrator and then staff and it's about what is expected going forward. And I think we're beginning to tool ourselves and tool the organization to deal with that environment and adequately answer any safety concerns that a regulator of the marketplace might have. On the European side, I had a chance to go through the report that was issued last Friday by the Commission that was presented by the Ministry of Transport in Germany. It is available now in English for anybody who's interested in it. I think it makes for a very interesting reading. I cannot disagree with the Minister, because I think he has pointed out, there is a result of the work that was carried out by the Commission, by the KBA and the Ministry itself. Given the way, in which European rules are set up and the way in which homologation authority is subject to devolution under the European arrangement that it is – there needs to be much better coordination across the national bodies about what it is that has effectively allowed as relevant technology in order to meet an emission standard.

Why would you compare FCFe to EV? You're double penalizing for debt. Also, 110 BV of Laramie I believe to be punitive.

Unfortunately I don't know