Seeking Alpha
  • Tom Shaughnessy
    Newest short idea is out! http://seekingalpha.com/a/14d8f $PPO
    12/6/13
    Reply (10)
    • 1980XLS: Good luck w/ that.The CEO is the only thing from keeping me "All in" in the name.$DD buyout candidate.If $TSLA is a "Disruptor" to the moon!
      12/6/13
    • Tom Shaughnessy: 1980, you feel that $DD may buy $PPO ?
      12/6/13
    • 1980XLS: Possibility, for sure, have followed for 6 years. Only lost faith due to CEO last earnings CC.They are positioned for any Hybrid auto growth
      12/6/13
    • Tom Shaughnessy: Very true, Management does not seem to be doing much to curb decline.
      12/6/13
    • Tom Shaughnessy: If $DD is competes closely with $PPO in some areas, why would $DD buy a company they are already gaining marketshare from?
      12/6/13
    • 1980XLS: Even a $TM Prius cannot meet MPG rules for future CAFE standards. Gotta come from somewhere. Capacity is in place. Cap ex already spent.
      12/6/13
    • 1980XLS: Cuz when the growth finally arrives PPO has the capacity and IP already in place.
      12/6/13
    • 1980XLS: If only 1/2 of TSLA growth projections are achieved, global battery separator media will have to increase 6 fold
      12/6/13
    • 1980XLS: PPO revenues could easily increase 3 fold should that happen. They are very leveraged for such a scenario, should it come to fruition.
      12/6/13
    • Tom Shaughnessy: Agreed, the market is huge. If/When a management shakeup happens the company could be golden. Thanks for the info too.
      12/7/13