whatswrong's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/208436/comments http://seekingalpha.com/article/131690-basic-food-fund-fat-and-happy-for-now?source=feed#comment-484584 484584 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!]]> Thu, 30 Apr 2009 15:53:33 -0400 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!]]> http://seekingalpha.com/article/128444-basic-food-fund-food-stocks-devour-bears?source=feed#comment-461549 461549
, 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.]]> Mon, 13 Apr 2009 11:17:08 -0400
, 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.]]> http://seekingalpha.com/article/123416-food-stocks-not-as-safe-as-i-thought?source=feed#comment-410941 410941
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.]]> Tue, 03 Mar 2009 09:45:55 -0500
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.]]> http://seekingalpha.com/article/122850-imperial-sugar-are-its-parts-worth-more-than-the-whole?source=feed#comment-404425 404425
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.]]> Thu, 26 Feb 2009 10:14:34 -0500
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.]]> http://seekingalpha.com/article/121403-basic-food-fund-will-a-5000-dow-decimate-it?source=feed#comment-402882 402882 Wed, 25 Feb 2009 10:08:13 -0500 http://seekingalpha.com/article/121403-basic-food-fund-will-a-5000-dow-decimate-it?source=feed#comment-402808 402808
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.]]> Wed, 25 Feb 2009 09:45:21 -0500
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.]]> http://seekingalpha.com/article/121403-basic-food-fund-will-a-5000-dow-decimate-it?source=feed#comment-402745 402745 Your thoughts are aprreciated.]]> Wed, 25 Feb 2009 09:22:00 -0500 Your thoughts are aprreciated.]]> http://seekingalpha.com/article/119474-the-basic-food-fund-gets-leaner?source=feed#comment-392158 392158 Tue, 17 Feb 2009 11:54:56 -0500 http://seekingalpha.com/article/119474-the-basic-food-fund-gets-leaner?source=feed#comment-382518 382518

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.



]]> Tue, 10 Feb 2009 12:43:11 -0500

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.



]]> http://seekingalpha.com/article/119474-the-basic-food-fund-gets-leaner?source=feed#comment-382401 382401 Tue, 10 Feb 2009 11:29:28 -0500 http://seekingalpha.com/article/117842-imperial-sugar-earnings-preview?source=feed#comment-381411 381411 Mon, 09 Feb 2009 15:03:48 -0500 http://seekingalpha.com/article/117842-imperial-sugar-earnings-preview?source=feed#comment-381086 381086

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.
> ]]> Mon, 09 Feb 2009 11:40:56 -0500

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.
> ]]> http://seekingalpha.com/article/117842-imperial-sugar-earnings-preview?source=feed#comment-381041 381041 Mon, 09 Feb 2009 11:12:50 -0500 http://seekingalpha.com/article/110879-imperial-sugar-insurance-windfall-will-propel-share-price?source=feed#comment-347672 347672 Tue, 06 Jan 2009 13:54:40 -0500 http://seekingalpha.com/article/112484-is-geoeye-poised-to-take-off?source=feed#comment-347415 347415
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]]> Tue, 06 Jan 2009 10:50:41 -0500
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]]> http://seekingalpha.com/article/109336-monthly-portfolio-assessment-geoeye-and-aar-remain-strong-buys?source=feed#comment-325963 325963 Wed, 10 Dec 2008 20:55:52 -0500 http://seekingalpha.com/article/109336-monthly-portfolio-assessment-geoeye-and-aar-remain-strong-buys?source=feed#comment-324055 324055 Any thoughts or comments are appreciated.]]> Mon, 08 Dec 2008 14:57:56 -0500 Any thoughts or comments are appreciated.]]> http://seekingalpha.com/article/109336-monthly-portfolio-assessment-geoeye-and-aar-remain-strong-buys?source=feed#comment-322854 322854 has dropped from 23 to as far as 14.95 and has now settled at 18.10 since
there quarter report. That is an over 20% drop in the stock price.]]> Sun, 07 Dec 2008 09:27:02 -0500 has dropped from 23 to as far as 14.95 and has now settled at 18.10 since
there quarter report. That is an over 20% drop in the stock price.]]> http://seekingalpha.com/article/105616-geoeye-earnings-the-hard-part-is-over-now-the-fun-begins?source=feed#comment-311070 311070 Thu, 20 Nov 2008 15:01:05 -0500 http://seekingalpha.com/article/90338-geoeye-it-s-make-or-break-time?source=feed#comment-228105 228105
As far as I can tell there are 17.99 mil shares outstanding,16.7 mil share float,18.75 mil share Institutionally held, Insiders hold 3.6 mil shares, and there are 4.7 mil shares short.

I need some help as these number do not add up.
]]> Mon, 11 Aug 2008 16:14:28 -0400
As far as I can tell there are 17.99 mil shares outstanding,16.7 mil share float,18.75 mil share Institutionally held, Insiders hold 3.6 mil shares, and there are 4.7 mil shares short.

I need some help as these number do not add up.
]]> http://seekingalpha.com/article/80590-geoeye-imagery-now-on-google-maps?source=feed#comment-183325 183325 -Insiders hold 3.8 mil shares and have been adding to there positions
-Institutions (according to nasdaq.com) hold 25 mil shares and they also have been adding to there positions.
-There are only 18 mil shares outstanding
How can this be?
There are also 3 mil shares short.
Any insight into this would be greatly appreciated.
]]> Wed, 11 Jun 2008 10:51:35 -0400 -Insiders hold 3.8 mil shares and have been adding to there positions
-Institutions (according to nasdaq.com) hold 25 mil shares and they also have been adding to there positions.
-There are only 18 mil shares outstanding
How can this be?
There are also 3 mil shares short.
Any insight into this would be greatly appreciated.
]]>