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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Change in control RSU options 
i remember when jamba juice was going to be the next
starbucks - rubo is a nice niche chain, and not much
more - take the $9-10 in the very near term.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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3-Feb-10 04:20 pm |
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| 2. |
Re: new offer
i don't think we get to $10 as some have suggested
- my guess is $9.25 will be the limit for meruelo
(a modest 9% increase from the current offer) - note,
per the sec filing, it's not technically a...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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26-Jan-10 04:47 pm |
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| 3. |
new offer
at $8.50 - a whopping 6% increase from orig $8 - embarrassing
- i think there might some shareholder interest closer
to $10 but definitely not at $8.50 - again, it's
embarrassing...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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23-Jan-10 03:14 pm |
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| 4. |
takeout
i think rubo is poised to move higher here - i also
see meruelo coming back b/f mar 31 and offering $9+
- no real news - just a gut feeling.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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15-Jan-10 02:40 pm |
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| 5. |
Re: Further thoughts
i too would like to see lower l/t debt - for me, it
comes down to valuation - since 2000 small cap restaurant
companies have been taken private @ roughly 8x ev/ebitda
- casa...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mexican Restaurants Inc. (CASA)
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MCARTER973 |
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18-Dec-09 10:25 pm |
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| 6. |
Re: Insider buying?
nierenberg sold shares to domec @ $2/share - my guess
is the only impact to the company is cara denver will
no longer serve as director - overall, a non-event
in the near-term. http://www.sec...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mexican Restaurants Inc. (CASA)
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MCARTER973 |
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11-Dec-09 02:02 pm |
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| 7. |
LNY buyout
this analysis is from nov 2008: http://www.sec.gov/Archives/edgar/data/908652/000119312508229591/dprer14a.htm
Of note from the filing: "Using a reference range
of 5.0x to 6.0x the Company...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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3-Nov-09 12:46 pm |
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| 8. |
Re: As expected, $8 rejected
i get the feeling this deal is going to fall apart
- here's a scenario: meruelo gets a board seat
and the company caps the # of shares he can hold -
i think new blood is a...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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29-Oct-09 06:01 pm |
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| 9. |
Re: Baja Fresh Acquisition was a SWEET deal....
agreed, looks like kim made a very shrewd deal - back
in 2002, wendy's paid roughly $275mm for a franchise
with, at the time, $180mm in sales (roughly 1.5x sales)
- i don't think...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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28-Oct-09 01:11 pm |
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| 10. |
Re: Is Alex Meruelo slowly selling his stake into the market?
agreed - highly unlikely - he has a history of purchasing
a decent stake and offering to take company private
- http://www.sec.gov/Archives/edgar/data/1013488.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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27-Oct-09 08:03 am |
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| 11. |
valuation
i am intrigued by the company's very low ev/ebitda
of roughly 3x - the avg of small-cap restaurant buyouts
since 2001 has been 8x - however, the company's
ebitda margin of 4.5...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Mexican Restaurants Inc. (CASA)
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MCARTER973 |
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19-Oct-09 12:13 pm |
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| 12. |
zipcar ipo
anyone have an idea re: ipo? if they do $120mm revenue
in 2009 and assume they can grow revenues @ at least
25%/yr, what is the total value of 2010 ipo? open
table (a recent ipo) trades @ 10x revenue ($600mm
mkt cap...
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
EVERCEL INC (EVRC.PK)
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MCARTER973 |
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16-Oct-09 01:52 pm |
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| 13. |
Re: $8, I will take in a second!
i don't know for certain but the offer appears
to be very legit - meruelo's partner in the deal
has significant experience in this space - http://www.llcp.com/portfolio.html
plus, meruelo has a history of...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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15-Oct-09 12:20 pm |
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| 14. |
Re: Meruelo
apply a 7 multiple or so to ev/ebitda, (small cap restaurant
takeouts since 2001 avg roughly 8x). 100m mkt cap
7.7m cash 92.3m ev 13m ebitda 7.1x 100mm/10mm shares
o/s = $10 share if you assume cash flow will increase
20% for...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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14-Oct-09 06:15 pm |
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| 15. |
Meruelo
offer @ $8 - good start - let's see how this plays
out - given his track record, mgmt should take the
offer very seriously - my guess is mgmt holds out
for $8.50 and the company...
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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14-Oct-09 04:33 pm |
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| 16. |
Re: Link to insiders buying. Something&&39;s going on.
emphasize on "small" - i still think meruelo
will come w/ a $7.50 bid this summer.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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19-Jun-09 03:28 pm |
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| 17. |
Re: Somethings Up
take a look the chart - if rubo can hold low 6s, what's
the next stop, $8.50-9.00? I think this range is reasonable.
Plus, EV/EBITDA @ 4.5x is still on the low side -
I can see 50% upside. I would also like to see a.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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3-Jun-09 04:56 pm |
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| 18. |
proxy
**The amount shown for “Audit fees” also includes fees
relating to quarterly reviews of unaudited financial
statements, and the amount...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
Avalon Holdings Corp. (AWX)
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MCARTER973 |
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19-May-09 03:18 pm |
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| 19. |
pct ownership in zipcar
what pct is owned by evercel?my rough calc is:$2mm
investment by evercel$50mm raised by zip4% ownership
in zipdoes this appear reasonable?
Business & Finance > Investments > Stocks (A to Z) > Stocks E >
Evercel, Inc.
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MCARTER973 |
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27-Apr-09 08:57 am |
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| 20. |
Re: Somethings Up
i remain a bull on rubo but i would temper the enthusiasm
- small cap restaurant stocks have been on fire (see
cake + sns) - if anything, rubo has been underperforming
the group.
Business & Finance > Investments > Stocks (A to Z) > Stocks R >
Rubio's Restaurants Inc.
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MCARTER973 |
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24-Apr-09 10:36 am |
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