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  • Chris DeMuth Jr Best Long For 2015: BNCCORP  [View article]
    Nice write-up, as usual. Thanks!
    Dec 29, 2014. 01:19 PM | 1 Like Like |Link to Comment
  • President Abraham Lincoln's Thanksgiving Proclamation Of 1863   [View instapost]
    Thanks - hadn't read this before.
    Nov 27, 2014. 02:45 PM | 1 Like Like |Link to Comment
  • Loral - To Sell Or Not To Sell Is Not The Question  [View article]
    Thanks - just wondering.
    Oct 11, 2014. 04:59 PM | Likes Like |Link to Comment
  • Loral - To Sell Or Not To Sell Is Not The Question  [View article]
    Chris, do you attach any significance to the fact that Highland has switched back to a 13G (from a 13D)?
    Oct 11, 2014. 09:15 AM | 1 Like Like |Link to Comment
  • Loral's Next (And Last) Chapter  [View article]
    Good news. Nice to see cooler heads prevail. MDA clearly wanted this.
    Sep 8, 2014. 10:33 AM | Likes Like |Link to Comment
  • HBO, Cheap  [View instapost]
    Great write-up, as usual. I hadn't heard of The Predictioneer's Game - I'll add it to my reading list.
    Aug 14, 2014. 09:14 PM | 1 Like Like |Link to Comment
  • Loral's Next (And Last) Chapter  [View article]
    Thanks again, Chris.
    Aug 9, 2014. 08:01 AM | Likes Like |Link to Comment
  • Loral - To Sell Or Not To Sell Is Not The Question  [View article]
    Imitation is the sincerest form of flattery.
    Aug 6, 2014. 12:13 PM | Likes Like |Link to Comment
  • Loral - To Sell Or Not To Sell Is Not The Question  [View article]
    Agree. Even if PSP sticks around, I think it's likely that the capital structure and/or terms of the shareholders' agreement would change significantly. This would be one way for PSP to realize some value at this point (in one form or another) alongside LORL's shareholders.
    Jul 27, 2014. 02:47 PM | Likes Like |Link to Comment
  • My First Kickstarter Project  [View instapost]
    And I see Lion Investments is beating the S&P!
    Jul 14, 2014. 04:59 PM | 1 Like Like |Link to Comment
  • Loral higher following fresh Telesat deal report  [View news story]
    Well said, Chris.
    Jun 4, 2014. 05:57 PM | Likes Like |Link to Comment
  • DirecTV rallies following strong profit tally  [View news story]
    If Ergen can't have it, he might not let AT&T have it cheap.
    May 6, 2014. 06:49 PM | Likes Like |Link to Comment
  • DirecTV rallies following strong profit tally  [View news story]
    Probably a decent chance of a bidding war on this one, don't you think?
    May 6, 2014. 06:18 PM | 1 Like Like |Link to Comment
  • Loral Loses ViaSat Patent Matter, But Could Be A Win For Shareholders  [View article]
    I would add that 11x is the approx EV/EBITDA multiple for SES, which I consider to be the best comp in terms of cap structure. SES is much bigger and not as levered, but it also has issues LORL doesn't, like greater exposure to weak African market. Throw in a control premium (not too big for a private equity deal, but maybe 2-5%)...
    May 2, 2014. 09:55 AM | Likes Like |Link to Comment
  • One Outa Two  [View instapost]
    Another great call
    Apr 27, 2014. 11:21 AM | Likes Like |Link to Comment
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27 Comments
3 Likes