|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Re: Debt 
"100% of bulk storage can be sold for 10 times
EBITDA (annualized $53 million in 2009) and they don't
have to pay back the debt. MIC will pocket $265 million
and the bulk storage lenders will eat...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
30-Dec-09 05:52 pm |
| |
| 2. |
Re: Debt
Well said Mikobee. Good that you picked up shares sub$1.00.
I have dealt with MacQuarie earlier in my career and
if any group can manage their refinancing, MacQuarie
can...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
30-Dec-09 12:12 pm |
| |
| 3. |
Re: Why did you ever buy MIC?
t129purple- you said: "MIC's share of the
bulk storage business may be worth $400-500 million,
airport services $700 million, and the other businesses
worth $300 million, less outstanding debt...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
30-Dec-09 11:59 am |
| |
| 4. |
Re: Why did you ever buy MIC?
MIC HAS NO DEBT - NONE AT ALL -I could call you a liar,
t129purple, but I'd prefer not to. For the reader
of this message (not for t129purple since she already
knows this) let provide a simple example of MIC&#
39;s...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
30-Dec-09 11:47 am |
| |
| 5. |
Re: Why did you ever buy MIC?
You have been a naysayer on MIC's value even when
it was a penny stock. You obviously are interested
in the business but I surmise that you have a nefarious
objective. If you are not...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
29-Dec-09 10:24 pm |
| |
| 6. |
Re: Why did you ever buy MIC?
You should be short the entire market based on your
view on MIC. There is lots of value in MIC. It is
trading at book value after having major write do
wns...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
29-Dec-09 12:37 pm |
| |
| 7. |
Re: Why did you ever buy MIC?
t129purple You said : "They sold off half of the
district energy business to raise some dugh for the
holding company debt and still don't have enough
and it is due 3/31/10. Not trying to bash the...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
28-Dec-09 11:13 am |
| |
| 8. |
Re: Shorters abound!
Worthwhile noting that airport services fourth quarter
will compare well to the same period a year ago. Why?
Sure fueling is doing well but what is very different
is that...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
22-Dec-09 10:26 am |
| |
| 9. |
Re: tax selling is all this is
I couldn't agree more. I am buying back in. This
is an easy 20% between now and early January. Downside
is a lowball buyout and upside is NAV. Bankruptcy
is avoided by...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
American Capital, Ltd.
|
|
pfrien |
|
21-Dec-09 11:34 am |
| |
| 10. |
Re: Shorters abound!
Looks like you and I have a different view of the world
in 2010. I see an economic recovery in the US. People
are flying more, particularly businessmen. Corporate
America has never...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
19-Dec-09 10:58 am |
| |
| 11. |
Re: Shorters abound!
Yes shorters abound and people who missed the elevator
ride are simply hoping to get back in for a trade.
Airport services can (and will) return to generating
decent cash flow. In fact...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
18-Dec-09 08:39 pm |
| |
| 12. |
Up we go -
It is incredible that we were actually up on a major
down market day. We are nearly at $11. Hard to believe
that in March we were trading at $0.80 I still have
my core holding with no...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Company LLC
|
|
pfrien |
|
17-Dec-09 10:49 pm |
| |
| 13. |
Re: $1B Market Cap - I dont think so!
Goldman just initiated SGEN with an $11.50 12-month
target.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Seattle Genetics Inc. (SGEN)
|
|
pfrien |
|
30-Nov-09 09:00 am |
| |
| 14. |
Re: Investor relations -f rom Oct.21st presentation
Raised Fiscal 2009 Guidance –Net revenue from $80-85MM
to $85–90MM –Improving profitability: $0.10-$0.14
non-GAAP EPS* •Strong release schedule for Q4 •Q4
releases include skus in our 2...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Majesco Entertainment Co. (COOL)
|
|
pfrien |
|
21-Nov-09 11:05 am |
| |
| 15. |
Re: Investor relations
Go on their website and look at the October BMO presentation.
It's all there - forecat, etc.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Majesco Entertainment Co. (COOL)
|
|
pfrien |
|
21-Nov-09 11:01 am |
| |
| 16. |
Re: So what the hell is the EPS
You seem to love dissing MIC - you obviously are not
short, otherwise you would have given up by now. You
must be trying to accumulate cheap shares. I star
ted...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Co. Trust (MIC)
|
|
pfrien |
|
7-Nov-09 11:26 am |
| |
| 17. |
Resilient
Amazing how the shares have the ability to bounce back.
This never happened last winter. Purchases a day ago
at $8.15 would have been sweet. Unlike the airlin
e...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Co. Trust (MIC)
|
|
pfrien |
|
5-Oct-09 04:05 pm |
| |
| 18. |
Re: Panick
COOL was recommended by a Needham analyst on Bloomberg
Radio today after the market close.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Majesco Entertainment Co. (COOL)
|
|
pfrien |
|
29-Sep-09 09:28 pm |
| |
| 19. |
Re: WOW..glad I did not hold
I still hold MIC but I just sold over half of my shares
around $9.00 and higher. Too much in one investment
is unwise, hence the sale. I would not be surprised
if the...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Co. Trust (MIC)
|
|
pfrien |
|
29-Sep-09 09:24 pm |
| |
| 20. |
Re: Dividend
My hunch is that the operating line for holdco (ie.
MIC) will be extended and refinanced favorably. Dividends
can then commence, maybe at $0.50 to $1.00. Worst
case...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Macquarie Infrastructure Co. Trust (MIC)
|
|
pfrien |
|
11-Sep-09 10:55 am |
| |