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joelc

joelc
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  • Dex Media crumbles 53% on heavy Q1 loss [View news story]
    this new leader
    is not working in any way
    and excuses are getting lame-r
    May 8, 2015. 03:35 AM | Likes Like |Link to Comment
  • Dex Media slides 10.8%; sales chief has resigned [View news story]
    would have been nice to have received updates during the quarter
    May 6, 2015. 05:17 PM | Likes Like |Link to Comment
  • Dex Media Is A Fascinating Value Play [View article]
    Optimism is a virtue, but its just not enough as a foundation for investment.
    DXM stock barely trades. There is no impetus for buying. The new10 numbers
    for Yellow and Dex will be out in three weeks....which should show continued
    progress but that two billion dollar debt overhang will still be there and as long
    as it is, its going nowhere.
    The banks made a great deal....."secured" debt was worth 45% and over time
    has gotten 10% interest on average and 90% of principal. I think that the banks will
    roll over their debt one more time and then the company can sell convertible
    debt at 6% interest.
    but, what if they dont roll over again ???
    Feb 21, 2015. 10:55 AM | Likes Like |Link to Comment
  • Dex Media on the move, up 7.4% [View news story]
    revenue is far less than four billion, but revenue decline is not
    rapidly accelerating.
    Feb 13, 2015. 10:34 AM | Likes Like |Link to Comment
  • Dex Media names new operations chief [View news story]
    revenue is certainly far less than four billion, so that poster is wrong.
    revenue decline is not rapidly accelerating, so that poster is wrong.
    Feb 13, 2015. 10:30 AM | Likes Like |Link to Comment
  • Why Dex One's New Hires Likely Points To A Balance Sheet Restructuring Forthcoming [View article]
    happy new year......2015 and 2016 will "tell the tale" on dxm

    my continuing question concerns the obvious mismatch: the shares cannot be worth $160 million ($9 each) if the unsecured bonds are only worth $160 million ($450 each) either the shares are worthless or the bonds are worth twice their present market price.
    Dec 30, 2014. 05:18 PM | Likes Like |Link to Comment
  • Thompson Creek Metals: A Risky Company [View article]
    give seeking alpha back its $35...you have not earned it.
    company is improving rapidly....will easily
    refinance its debt, not pay off more than part
    in a few years.
    i am short $2 puts,,,,,,,got $1/2 for selling thEM
    so, if i have the shares put to me, i will
    be in at a cost of $1.50....OK BY ME.
    Dec 4, 2014. 05:26 PM | Likes Like |Link to Comment
  • Kinross Gold: The Punishment Is Undeserved [View article]
    i am in for 15,000 shares at $3.60......
    much happier now than when it was $2.00
    .........
    just days ago!
    Nov 27, 2014. 08:38 AM | Likes Like |Link to Comment
  • Why Dex One's New Hires Likely Points To A Balance Sheet Restructuring Forthcoming [View article]
    you guys are just talking speculation with yourselves....
    we will see the landscape in six months....
    Nov 21, 2014. 04:28 AM | Likes Like |Link to Comment
  • The Next Leg Up For Dry Shipping Stocks Is Imminent [View article]
    $5 less the fifaty cents premium i received.
    Nov 21, 2014. 04:23 AM | Likes Like |Link to Comment
  • Arch Coal: The Bankruptcy Risk [View article]
    just the normal fluctuations will bring ACI over $3 in 2015, even $4.
    not a very gutsy prediction.

    if it goes to $5, ACI should sell 50 million shares and cover
    another years possible problem.
    a rights offering would allow the present shareholders to retain
    their percentage ownership.
    Nov 20, 2014. 09:12 AM | 1 Like Like |Link to Comment
  • The Next Leg Up For Dry Shipping Stocks Is Imminent [View article]
    my favorite also is BALT;
    3700 shares will be put to me in a month.....at 4.50

    the writer is getting a bit tedious though.........its his
    77th prognostication of imminent rate rise.
    one day,,,,,but not soon.
    Nov 17, 2014. 05:03 PM | 1 Like Like |Link to Comment
  • Penn West Energy targets 2015-19 production CAGR of ~13% [View news story]
    i am also short puts and happy to end up with the shares at 4.50, 5.50 and 6.50
    as it retraces to 7...
    Nov 17, 2014. 04:24 PM | 1 Like Like |Link to Comment
  • How McClatchy's Strategy Of Selling Digital Properties Could Backfire [View article]
    this was apparently written by someone who knows little about family companies. mni was never for sale and wont be, and if i was a mcclatchy, i would not be interested in selling either.
    the $400 million net proceeds will be used to buy back $400 million in 9% bonds. saving $36 million per year in interest.
    so mni is solid again and will plod along, slowly rising to 4 and 5 and 6.
    and still not be for sale.
    Nov 17, 2014. 04:21 PM | Likes Like |Link to Comment
  • Why Dex One's New Hires Likely Points To A Balance Sheet Restructuring Forthcoming [View article]
    the stock price action and the bond price action
    indicate the precarious nature of the future of dex
    i think it will win, but the market is not so sure.
    Nov 14, 2014. 07:59 PM | Likes Like |Link to Comment
COMMENTS STATS
77 Comments
50 Likes