whatswrong

Basic Food Fund: Fat and Happy for Now

Mark,
I was just curious as to your thoughts of IPSU having to file some sort of bankruptcy in order to protect itself. What do you think the chances of this happening. IPSU is trading at an 80mil market cap. With all of the assets you have previously listed, it would seem to be a SCREEMING BUY!

Basic Food Fund: Food Stocks Devour Bears

Any thoughts on todays news release for IPSU.

, Texas--(BUSINESS WIRE)--The Imperial Sugar Company (NASDAQ:IPSU - News) updated the status of its project to rebuild its Port Wentworth, Georgia, refinery which was extensively damaged in an industrial accident in February 2008. The Company reported that through March 31, 2009, it had spent approximately $54 million of the estimated $200 million to $220 million construction costs. The Company’s property insurance policy provides coverage for construction replacement cost, as well as business interruption and certain payroll and other costs. The Company received an additional $35 million advance under the property insurance policy in March 2009. Advances, which total $160 million to date, are not identified with any specific coverage under the policy. Imperial expects to begin producing granulated bulk sugar at the facility in late May of 2009 and complete restoration of the packaging capabilities by the fall of 2009. The Company also reported that as of March 31, 2009, it had cash balances of $79 million and available, undrawn revolving credit capacity of $55 million, after deducting $30 million of outstanding borrowings under that facility.

Food Stocks Not As Safe as I Thought

Mark,

The insurance that you claim that is more than adequate to cover "worst case scenerios" for IPSU. Does this include all lawsuits for the people that died during the fire? To put it simply does the insurance cover all potential liabilities and lawsuits of the explosion as you claim.

Imperial Sugar: Are Its Parts Worth More than the Whole?

Mark,

Great article, I was just curious as to your worst case scenerio liability wise for the explosion, and if even that case is being priced in with the stock below 7.

Basic Food Fund: Will a 5000 Dow Decimate It?

Mark my mistake you are correct, that being said IPSU owns 50% of that and if the value is 80 mil IPSU stake would be worth 40mil given IPSU present market cap of 88 mil what are your thoughts?

Basic Food Fund: Will a 5000 Dow Decimate It?

Mark,

You also stated in an earlier article that IPSU 50% position in the Mexican joint venture had a total value of 80 mil at todays mrkt cap that would value IPSU core business at less that 50 mil. Any comments are appreciated.

Basic Food Fund: Will a 5000 Dow Decimate It?

Any thoughts on IPSU market cap of 92 mil it would seem to be very cheap.
Your thoughts are aprreciated.

The Basic Food Fund Gets Leaner

Any thoughts on IPSU hitting new 52 week low. It's trading like it's going out of business or has serious legal issues. In the past IPSU has not traded with the market like it is trading now.

The Basic Food Fund Gets Leaner

On Feb 10 12:00 PM markkrieger wrote:

> No-I still own the position,I merely forget to provide my disclosure
> within the article--with today's drop, I am very tempted to double
> down!!!


Mark,

Probably as good as time as any to double down, No volume.
Is this company really only worth only 120 mil.

The Basic Food Fund Gets Leaner

Mark, Did you sell your share in IPSU as you do not disclose after this article that you are long the shares. In your last article you disclosed you were long IPSU. Just curious.

Imperial Sugar: Earnings Preview

Do you have any concerns over anything that was revealed in the 10Q or the conference call?

Imperial Sugar: Earnings Preview

So based on what you are saying you did not see anything that occured in the quarter or was revealed on the conference call that would worry you?


On Feb 09 11:28 AM markkrieger wrote:

> I think the drop was atributable of a little selling into the good
> news..(classic case of buying the rumor and selling the news) i think
> the selloff provides a much better enrty point, as I hate chasing
> stocks. I think the fact the short interest has dropped over 90%
> is a good sign (smart money does not wan to be short)-I think Schultze
> has probably completed its selling program and that there is a good
> chance this company will be acquired near the $20 mark by Cargill.
>

Imperial Sugar: Earnings Preview

Any comments on IPSU's quarter and the subsequent 11% drop in the stock price?

Imperial Sugar: Insurance Windfall Will Propel Share Price

With Shultze continuing to dump IPSU, I am curious as to your thoughts on any upside potential in the stock, given the fact that Sultze still has a lot of shares and is a consistent seller.

Is GeoEye Poised to Take Off?

Chris,

Can you please explain how the short position in GEOY is connected to the debt Structure?

Thanks


On Dec 31 11:49 PM PeakStocks.com wrote:

> Hey guys,
>
> To address your concerns/lambasting:
>
> First of all, if you take a look at my website, NOT the seeking Alpha
> reprints, I NEVER advocated a buy of GeoEye at anything above $22.00
> per share, and again at $16.50. Please take a look at my site, at
> the end of each post for GeoEye is the information telling you when
> I put out buy recommendations for better or worse.
>
> As far as recession, c'mon did you even read the post or are you
> just trying to get your SA comments rating higher?
>
> GeoEye is a satellite imagery company selling to the U.S. government,
> and foreign governments! It is not dependent in any way shape or
> form on the US consumer.
>
> Now as for the other gentleman and his assertion that I am "pumping"
> the stock, you bet your ass I am.
>
> But rather than pumping it without reason, I put nice little pictures
> for you guys to scan through and look at, since you clearly don't
> actually read the posts, showing my reasons for pumping it.
>
> Oh, and as for the insiders that sold the stock, once again, the
> amount they sold was immaterial, and while insiders sell for a myriad
> of reasons, they only purchase shares for 1, and that's to make money
> off of a rising share price.
>
> Finally, GeoEye's high short interest is strictly as a result of
> their debt structure, NOT because of pure shorts, so a short squeeze
> is not likely to occur.
>
> Guys, I ask that you please make informed comments before spouting
> off.
>
> I, and other authors, take a lot of our time to do quality research,
> please respect that and at least read the post.
>
> Thanks,
> Chris