3D Systems' Earnings Looked Good To The Shorts [View article]
Thank you so much for your comments.
Comparing 3D to 2D printing is like apples to oranges. You might want a cheap 3D printer to make repair parts around your house, or just to make toys for whatever reason. It is nothing like printing a document.
That is part of my problem with 3D systems is that they are putting so much into this low end market. I don't think average people like you and me want to buy one of these things for hundreds or thousands of dollars.
3D Systems' Earnings Looked Good To The Shorts [View article]
Well my guess of future earnings growth doesn't impact the consensus PEG ratio.
How the technology really revolutionary? It does great things and has many uses. But improved prototyping isn't changing the world. And 3D printing in prototyping has been around for years. Any sizable manufacturing operation isn't going to move from injection modeling to 3D printing. I believe the market for 3D printing is prototyping, making repair parts, and custom creation of tools or medical devices.
3D Systems' Earnings Looked Good To The Shorts [View article]
Thanks for your comments.
I would say it is the forward growth rate that matters. Do are you think the CAGR of net income will be 45% over the next five years. Then 32 is not a bad forward P/E. But I would say earnings growth might be more like 20 or 25%, and then 32 is maybe on the high side of average.
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
Thanks for your comments.
I think the reason LNG has doubled and CQP has done nothing is two part, some of the positive developments only effect LNG and CQP pays a divided, LNG doesn't.
Why you have preferred CQP? And why haven't you stuck with it?
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
When at Sabine Pass they have purchases agreements for almost 100%. The guaranteed amount on those agreements is at a discount to current prices, but still should be profitable. The risk in large part of those agreements is low.
Prices fall, run of the exits. No there is still a good business the contracts in place help, and there would still be profit even with some downside in prices. Plus as the run hopefully efficiency would drive costs down. Right now they are planning on $3 per mmbtu for the liquefaction process.
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
Thank you for your comments.
I would say a dividend would be up to the board, but I wouldn't hold your breath on LNG paying a dividend even after the exports start. They will have significant demands for the cash for sometime into the future and if exporting LNG really ends up being the license to print money they say it is why not invest into expanding operations.
I believe LNG could be the better long term play, in part because 100% of the Corpus Christi is owned by LNG. However the more efficient tax structure of the LP also makes sense. However your own tax situation also effects this.
So I guess in summary if I only bought one and had a long term time horizon it would be LNG.
Yes, I would agree with you that if you held Dell shares before the buyout offer and you think it is a fair price why not sell now. There is a fair bit of risk in holding the shares unless you believe the buyout gets done at a higher level. And even if the offer gets raised a $1 I don't think it is worth the risk if you own a hundred shares.
The biggest thing that effects the vote is what the large shareholders decide. If any large fund buys shares now they would vote against and hold out for more money.
I am interested to see if the bid gets increased to $15 per share if that is enough to get large shareholders on board. You might be right about that being enough. I just have a feeling that some of the larger shareholders might not be willing to sell for that price. Southeastern will play an important role, I think Dell is their 3rd biggest holding.
I think NJ is largely about online gaming. The other thing is MGM has a lot of money from the Borgata held in trust. The Borgata is the top grossing casino there and MGM would like access to that cash. They haven't been able to sell the Borgata because the reasons you stated about the market there, but they might as well get access to their share of the profits.
I agree NYC will be great for whoever gets in there.
3D Systems' Earnings Looked Good To The Shorts [View article]
Some businesses might want one, but do you really thing 3D printing will ever displace injection molding for manufacturing.
3D Systems' Earnings Looked Good To The Shorts [View article]
Comparing 3D to 2D printing is like apples to oranges. You might want a cheap 3D printer to make repair parts around your house, or just to make toys for whatever reason. It is nothing like printing a document.
That is part of my problem with 3D systems is that they are putting so much into this low end market. I don't think average people like you and me want to buy one of these things for hundreds or thousands of dollars.
Looking Into Parker Drilling's Earnings Miss [View article]
I defiantly understand how painful getting hit like that is, but I am glad you got out quick.
3D Systems' Earnings Looked Good To The Shorts [View article]
How the technology really revolutionary? It does great things and has many uses. But improved prototyping isn't changing the world. And 3D printing in prototyping has been around for years. Any sizable manufacturing operation isn't going to move from injection modeling to 3D printing. I believe the market for 3D printing is prototyping, making repair parts, and custom creation of tools or medical devices.
3D Systems' Earnings Looked Good To The Shorts [View article]
I will look into it for sure.
3D Systems' Earnings Looked Good To The Shorts [View article]
I would say it is the forward growth rate that matters. Do are you think the CAGR of net income will be 45% over the next five years. Then 32 is not a bad forward P/E. But I would say earnings growth might be more like 20 or 25%, and then 32 is maybe on the high side of average.
3D Systems' Earnings Looked Good To The Shorts [View article]
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
I will have to read their report, Credit Suisse normally puts out fairly high quality research.
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
I think the reason LNG has doubled and CQP has done nothing is two part, some of the positive developments only effect LNG and CQP pays a divided, LNG doesn't.
Why you have preferred CQP? And why haven't you stuck with it?
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
Prices fall, run of the exits. No there is still a good business the contracts in place help, and there would still be profit even with some downside in prices. Plus as the run hopefully efficiency would drive costs down. Right now they are planning on $3 per mmbtu for the liquefaction process.
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
Likely would have had more people on board two weeks ago when everything only went up.
Cheniere Reports Earnings And Progress On Sabine Pass Facility [View article]
I would say a dividend would be up to the board, but I wouldn't hold your breath on LNG paying a dividend even after the exports start. They will have significant demands for the cash for sometime into the future and if exporting LNG really ends up being the license to print money they say it is why not invest into expanding operations.
I believe LNG could be the better long term play, in part because 100% of the Corpus Christi is owned by LNG. However the more efficient tax structure of the LP also makes sense. However your own tax situation also effects this.
So I guess in summary if I only bought one and had a long term time horizon it would be LNG.
Betting Against Michael Dell [View article]
The biggest thing that effects the vote is what the large shareholders decide. If any large fund buys shares now they would vote against and hold out for more money.
Betting Against Michael Dell [View article]
I am interested to see if the bid gets increased to $15 per share if that is enough to get large shareholders on board. You might be right about that being enough. I just have a feeling that some of the larger shareholders might not be willing to sell for that price. Southeastern will play an important role, I think Dell is their 3rd biggest holding.
MGM's Rocky Road Back [View article]
I agree NYC will be great for whoever gets in there.