imkul2003

imkul2003
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  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    That was a dated quote from 2012, shiprepair!
    Jan 11, 2016. 09:03 AM | 2 Likes Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    shiprepair:

    What is your source for breakeven rates going down to $17,600 for VLCC's and $12,800 for SX's? I have looked but have been unable to find that!
    Jan 5, 2016. 02:47 AM | Likes Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    NADL price collapse is not related to r/s but fundamentals. You talk about a company headed for bankruptcy and suggest the reason for that is b/c of a reverse split? NO!

    Fundamentals here in FRO are quite strong, so share price will not collapse. Management's job is to "go shopping" if value can be added. That is not a valid critique of JF, either.

    <<Low oil prices are not that harmful for tankers as long as lots of oil is shipping and day rates are high enough.>>They are not harmful at all. In fact, the opposite is true, low oil prices have been an incredible boon for tanker companies.
    Jan 5, 2016. 02:38 AM | Likes Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    There is no high short interest. The arbitrage has played out.
    Jan 5, 2016. 01:43 AM | Likes Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    This company is not filing for bankruptcy any time soon. They are in excellent financial condition. This is a secular bull phase for tanker markets. VLCC spot rates are over $100,000 per day! What are you talking about?
    Jan 5, 2016. 01:43 AM | 1 Like Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    Get over yourself, Rocket.
    Jan 5, 2016. 01:41 AM | 1 Like Like |Link to Comment
  • Frontline: Several Reasons Why The 5-For-1 Reverse Split Should Deter Investors  [View article]
    I wonder if she even knows it's a tanker company? She writes: " any drastic change or subsequent drawdown in terms of the company's inventories could send shares of FRO down a very dark and stormy road." WTF? Does she think this is an oil company? What can she possibly mean by "drawdown in terms of the company's inventories"?
    Jan 5, 2016. 01:40 AM | 2 Likes Like |Link to Comment
  • Frontline Is Moving Into Acquisition Mode  [View article]
    shiprepair:

    Where did you get those operating cost breakeven rates? BTW do you mean cash cost b/e rates?
    Jan 5, 2016. 01:16 AM | Likes Like |Link to Comment
  • Shake Shack's Secondary Is Yet Another Reason To Sell  [View article]
    In fact, one could argue that shares are never "diluted." It's just a paranoid term investors use to pretend that the company doesn't receive money for "new" shares.
    Nov 30, 2015. 09:55 AM | Likes Like |Link to Comment
  • Shake Shack's Secondary Is Yet Another Reason To Sell  [View article]
    What are you talking about? I don't even think these are preferred shares. There certainly is no dilution. These shares have existed from the beginning and have always commanded a proportional share of the earnings w/ the common. How is dilution possible under that scenario?
    Nov 30, 2015. 09:53 AM | Likes Like |Link to Comment
  • Shake Shack's Secondary Is Yet Another Reason To Sell  [View article]
    There is no dilution. This is simply a conversion of class b shares that already exist to class a shares so they can be offered to the public for sale. GEEZ.
    Nov 17, 2015. 10:58 PM | 3 Likes Like |Link to Comment
  • Shake Shack Has Tremendous Growth Potential  [View article]
    The "per restaurant number" will be halved in less than 3 years. Assuming sales per restaurant dramatically decline to $3.3MM from current $5.3MM, it will sell at less than 3x's sales. The runway for the build out won't even be dented.

    "Commodity business?" You think hyper-growth burger chains behave like, what, oil or wheat or metals, or something?

    The basic premise, for anyone familiar with this concept, is that they cannot sustain the numbers that obtain in the nyc stores. If anyone thought they could, we wouldn't be having this discussion. At $40, it would be a complete bargain.
    Nov 17, 2015. 12:27 AM | Likes Like |Link to Comment
  • A Good Habit To Own  [View article]
    Irrational reaction to shares that already exist and are already owned but are potentially now being offered for sale to the public.

    The stock was lower than this ($20.76) a little over a month ago (9/30/15).
    Nov 12, 2015. 09:53 AM | Likes Like |Link to Comment
  • A Good Habit To Own  [View article]
    Please. There is no dilution! Those shares are already outstanding.
    Nov 9, 2015. 05:49 PM | 2 Likes Like |Link to Comment
  • Will The Habit Restaurants' Same-Store Sales Streak Be Broken?  [View article]
    Why do you think the qtr was so great? I understand they got positive comps against a huge year ago qtr, but other things did not look so great. 16.5% adjusted EBITDA?
    Nov 9, 2015. 12:53 AM | Likes Like |Link to Comment
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