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Sorted by: Date | Top Results
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Date |
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| 1. |
Re: Discussion of CNXT Financing Options 
Folks, How are you guys ? Can't beleive CNXT is
up ~100% since I left. Any news about NXP earnouts,
it's 20% more than their high profile land. Unfortunately,
had to extend my trip for another...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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28-Jan-10 10:41 am |
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| 2. |
Re: NEWPORT LAND SOLD
I beleive the senior secured debt prevented them from
buying back notes. The 2011 / 2026 $250 debt was trading
at $107 mil last june (annual report...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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20-Jan-10 01:12 am |
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| 3. |
Re: EBITDA of $45 million for 2010
Hey Sly - How are you ? I hope they do a dutch auction
for this $26 mil. With strong cash flow, cash on hand,
escrow from IKAN, NXP earnout (my santa dreams), secondary,
they should be able to bring down debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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20-Jan-10 12:47 am |
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| 4. |
Re: NEWPORT LAND SOLD
They could buy back debt below par. This 28 mil could
probably fetch ~$35 mil thru dutch auction. New offering,
cash flow, IKAN escrow, NXP earnouts could reduce
debt even further. Dilution is...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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19-Jan-10 09:36 am |
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| 5. |
Re: Another day of no comment from CHRD
I am in Asia on business, didn't see the news until
today. Boy, I have been waiting 5 years for this.
$4/share is way too low. $7 to 8 is fair value.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chordiant Software, Inc.
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japa60172 |
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9-Jan-10 01:09 am |
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| 6. |
Re: new accounts receivable credit facility with Silicon Valley Bank for $15 million
It could also be supplier's wanting a certain %
of invoice in an escrow account or restricted cas
h.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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26-Dec-09 11:34 am |
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| 7. |
Re: SWK!
Where does KANA, the private entity get funding for
day to day operations ?
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
KANA Software Inc.
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japa60172 |
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25-Dec-09 03:37 pm |
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| 8. |
Re: new accounts receivable credit facility with Silicon Valley Bank for $15 million
I remember reading they were going to pay off the 23
or 28 mil remaining credit facility from Nov 08. It's
due sometime in Mar or May. $15 mil is just perfect,
most of the time, credit facility...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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25-Dec-09 03:33 pm |
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| 9. |
Re: Finally got sick of seeing Tech John&&39;s
Have a happy and blessed holiday season
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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24-Dec-09 05:15 pm |
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| 10. |
Re: FROM HERE TO $10 IN 2010 !!!
Yes, you are so right. Btw, I saw santa filling up
gas at the local BP station.
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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24-Dec-09 01:41 am |
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| 11. |
Re: So now we know why CHRD has been hammered
Yes, they lost out on combing their's. CHRD mgmt
is right behind KANA, it's time they sold out
to IBM / ORCL. Time for consolidation in the fragmented
software industry. With KANA now...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chordiant Software, Inc.
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japa60172 |
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23-Dec-09 07:27 pm |
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| 12. |
Re: So now we know why CHRD has been hammered
So, is it going to be the same BOD running the NOL
company ? They are up there with Enron and WorldCom.
Wonder where they will get the $4 to make the Jan
payments ? Do you hold any KANA stock...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chordiant Software, Inc.
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japa60172 |
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22-Dec-09 05:45 pm |
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| 13. |
Re: So now we know why CHRD has been hammered
Doesn't the deal value KANA at $0.97 ? Don't
they have a payment due in Jan ? You know KANA better
than anyone else. From scanning thru financials, they
are very close to BK. I am sure their...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chordiant Software, Inc.
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japa60172 |
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22-Dec-09 03:32 am |
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| 14. |
Re: Sly, are you still holding ?
I think it was a conversation with CNXT IR not to expect
anything because of how economy turned out in 2009.
I think they are keeping the expectations to Zero.
Even if the economy...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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21-Dec-09 01:33 pm |
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| 15. |
Re: So now we know why CHRD has been hammered
So, they have been courting KANA for quite sometim
e..
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Chordiant Software, Inc.
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japa60172 |
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21-Dec-09 12:22 pm |
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| 16. |
Re: Mercer, you idiot, stop the debt exchange
Not sure about real time wireless access, checking
with AT&T about iPhone coverage & costs. When SUN
did a $700 mil convert with KKR, they added a clause
so that the buyers wouldn't be able to...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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21-Dec-09 12:17 pm |
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| 17. |
Re: Mercer, you idiot, stop the debt exchange
Good Analysis... I am hoping for Santa to bring some
NXP $$ (due Dec 31st). Although, I am being a broken
record but $35 mil is too much to pass without a legal
route. They...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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21-Dec-09 10:36 am |
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| 18. |
Re: Surprised there was no press release
I thought the closing date was Dec 24th
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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19-Dec-09 03:34 pm |
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| 19. |
Re: Sly, are you still holding ?
not as much as you do..
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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18-Dec-09 11:26 pm |
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| 20. |
Re: Sly, are you still holding ?
first time cruiser, will do better next time. Freeport
was a useless stop but Atlantis (Nassau) was nice.
Was thinking of adding some but waiting for $20 mil
swap to...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Conexant Systems Inc.
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japa60172 |
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18-Dec-09 11:26 pm |
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