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myvalueedge

myvalueedge
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  • What You Don't Know About The Sandstorms, Part II [View article]
    Hyperinflation - where is SND going to get money to acquire the Donner JV? I estimate cash of less than $5m on the books with no known cash flow coming in.
    Jul 19 12:27 AM | 1 Like Like |Link to Comment
  • What You Don't Know About The Sandstorms, Part II [View article]
    Looks like Thunderbird only has 8 wells drilled so far and as of 1/31/13 had less than $700K of cash on their balance sheet. Current wells are full of water so there is very little cash coming in. Where does Thunderbird get the cash to continue drilling? Sandstorm is strapped for cash unless they get something from their workout assets or when they start receiving cash flow from Bracemac-Mcleod
    Jun 23 12:42 AM | Likes Like |Link to Comment
  • Just One Stock: Unloved Shares with Hidden Values on Balance Sheet? Yahoo! [View article]
    Mr. Seessel,

    Great article. Congrats on the new fund. I have heard you speak previously about YHOO on Bloomberg podcasts and am glad I can follow your holdings through the new fund.

    I see that YHOO is your top holding, but only represents a little over 4% of AUM. With your conviction why not hold a larger position? I did not see a restriction in the prospectus, but I could have missed it. Thanks.
    Jan 30 08:09 PM | Likes Like |Link to Comment
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