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Sorted by: Date | Top Results
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| 1. |
Re: Iridum Next 
Sorry, just now noticing that you'd asked for a
breakout of the launch costs. According to the Tilson
presentation, launch costs will be $0.6 billion of
the $2.7b total, with satellite...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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5-Feb-10 10:03 am |
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| 2. |
Re: Iridum Next
My understanding is $2.7b as well. The expected lifetime
of the Next constellation is 15 years. In terms of
funding, how Next improves the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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3-Feb-10 11:19 am |
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| 3. |
Re: To Preserve Any Value
First off, thanks very much for the juvenile name-calling.
According to you I am now a "fool", a "doofus",
a "sucker", and an "idiot value boy".
And this is after you claimed I...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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30-Jan-10 11:16 am |
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| 4. |
Re: To Preserve Any Value
Please explain to us how winding down a business that's
highly profitable and has been growing the top line
at double-digit percentages--and the bottom line at
triple-digit...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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29-Jan-10 05:28 pm |
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| 5. |
Re: RIP IRIDIUM NEXT!!!
Re: loan commitment fees, I think you need to re-check
your math. Also, this is not some penny stock we're
talking about here, I find it hard to believe they'd
be forced into a situation where they have to...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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29-Jan-10 05:22 pm |
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| 6. |
Re: EV/EBITDA: 2.4x
So you mean Inmarsat's current constellation is
going to last forever, with no further "major
cap-ex"? That's truly amazing, as no other
satellite operator has ever achieved that in hist
ory...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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29-Jan-10 12:42 pm |
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| 7. |
EV/EBITDA: 2.4x
Updating one of the key metrics from the Tilson presentation...
Using the low end of Iridium's guidance on 2010
Operational EBITDA ($145mm), IRDM is now trading at
a 2010 EV/EBITDA multiple of 2.4x, down...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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28-Jan-10 11:51 pm |
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| 8. |
Spectrum Wars - A Balanced View
For anyone who is getting freaked out again (or, perhaps
for new investors, freaked out for the first time)
by PCSTEL's voluminous, insistent, and biased
posts...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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25-Jan-10 01:04 pm |
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| 9. |
Re: P/B
Yes yes, it's important to have a general understanding
of the macro factors impacting your company. Yes.
But I'll tell you what -- and I know you're
not gonna like this -- the message boards...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 08:41 pm |
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| 10. |
Re: Trading update and Commentary
First off, congrats on your successful ZBB swing trades.
I just finished reading your energy manifesto at the
top of this thread (well, most of it, anyway... uh,
well maybe half of it... perhaps some of it). A..
.
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 02:38 pm |
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| 11. |
Re: P/B
What you're describing is a crapload of work, and
what it will tell me is the relative valuation of
TNK versus other tanker companies. Which is very important,
of course, but it's not the...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 12:56 pm |
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| 12. |
Re: P/B
So I guess the followup question is, does TNK have
other assets not reflected on the balance sheet that
could justify the premium? Like above-market charter
rates or below-market...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 12:36 pm |
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| 13. |
Re: P/B
If your point is to use GSL to illustrate how ship
values can also vary wildly from book values, yes,
understood that that's true as well. With GSL
the ships are worth less...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 12:29 pm |
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| 14. |
Re: P/B
Certainly agree that book value can be misleading in
many instances, especially in real estate, where assets
like land/parking lots don't generally decline
in value (2008-2009...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 11:49 am |
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| 15. |
P/B
Hi, I'm just getting started on my DD on TNK, after
Bob posted about the company on the GSL board. One
thing jumped out at me right off the bat: the stock's
trading at a price-to-book of 1.5...
Business & Finance > Investments > Stocks (A to Z) > Stocks T >
Teekay Tankers Ltd. (TNK)
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watcher713 |
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13-Jan-10 11:14 am |
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| 16. |
BofA unloads 3.7mm shares
As of 12/31/08, Bank of America owned 3.655 million
IRDM shares (as GHQ). They'd closed out this position
as of 12/31/09. That's one more step towards getting
shares out of the...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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12-Jan-10 07:38 am |
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| 17. |
Re: Big block trade today
Interesting price action after the block trade, too.
Based on the size I'm guessing this is probably
not an insider buy... more likely someone with deep
pockets getting on...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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watcher713 |
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8-Jan-10 12:42 pm |
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| 18. |
Re: Valuation question
A couple observations... - XTXI has about a 5% lower
share count than XTEX (46.5mm vs. 49.1mm). I haven't
tried to verify your per-share math, but assuming
your 2.15 figure...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Crosstex Energy GP, L.P. (XTEX)
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watcher713 |
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5-Jan-10 03:25 am |
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| 19. |
Re: IDRs
Good catch! The 2009Q3 XTXI 10Q says the same thing,
so it appears that the IDRs haven't changed: "Under
the quarterly incentive distribution provisions, generally
the Partnership’s general...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Crosstex Energy GP, L.P. (XTEX)
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watcher713 |
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31-Dec-09 09:46 am |
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| 20. |
Re: ZeroHedge on PHK
I don't buy the "fat finger" explanation.
Look at the volume chart: leading up to the ~1.5m
share block trade that caused the gap down into the
low 9s, there were several minutes of smaller...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
PIMCO High Income Fund (PHK)
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watcher713 |
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31-Dec-09 09:09 am |
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