tag:blogger.com,1999:blog-4631423976894080706.post5151156132006451454..comments2023-10-17T06:55:06.255-04:00Comments on the red corner: Portfolio Reviewred.http://www.blogger.com/profile/04089263693762295793noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-4631423976894080706.post-89530116905798994572013-01-10T17:27:58.812-05:002013-01-10T17:27:58.812-05:00chemring is a dreadful company - excessive M&A...chemring is a dreadful company - excessive M&A under silly CEO, poor historic cash generation, little logic to the various divisions. they were the buyer for assets that no one else wanted.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-10448264288456089732013-01-10T14:13:17.345-05:002013-01-10T14:13:17.345-05:00Hi RED,
Had a look at Pallinghurst Resources? Bri...Hi RED,<br /><br />Had a look at Pallinghurst Resources? Brian Gilbertson runs it. To me it resembles to Fortescue before Leucadia invested. The people in it make it a great value: http://www.pallinghurst.com/. Cheers!<br /><br />Gusto DuelInvestorhttps://www.blogger.com/profile/06215292498999076882noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-70924709888784544742013-01-10T08:44:07.271-05:002013-01-10T08:44:07.271-05:00Thanks -- I'll see if I can make sense of this...Thanks -- I'll see if I can make sense of this onered.https://www.blogger.com/profile/04089263693762295793noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-67781946045186584732013-01-09T22:02:24.069-05:002013-01-09T22:02:24.069-05:00http://cxa.gtm.idmanagedsolutions.com/finra/BondCe...http://cxa.gtm.idmanagedsolutions.com/finra/BondCenter/BondDetail.aspx?ID=ODA3ODYzQU03TboneSamnoreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-41727855213496194042013-01-09T18:00:48.315-05:002013-01-09T18:00:48.315-05:00Ok. On my to do list.Ok. On my to do list.red.https://www.blogger.com/profile/04089263693762295793noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-84694198866084023342013-01-09T18:00:04.863-05:002013-01-09T18:00:04.863-05:00My usual time frame is 2 years, so 6-18 months is ...My usual time frame is 2 years, so 6-18 months is just finered.https://www.blogger.com/profile/04089263693762295793noreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-24939582769729145292013-01-09T17:55:30.522-05:002013-01-09T17:55:30.522-05:00I've got another good bond idea for you. >2...I've got another good bond idea for you. >2.5x MoM immediately upon the recap and then higher once the end markets recover.<br /><br />First question before you proceed though is -- are you willing to wait 6-18 months before getting liquidity while you wait through a restructuring?<br /><br />Annoyingly, I cannot buy because my broker does not allow purchases of converts.TboneSamhttp://tbonesam.comnoreply@blogger.comtag:blogger.com,1999:blog-4631423976894080706.post-18058253037478131992013-01-09T17:26:34.896-05:002013-01-09T17:26:34.896-05:00You think Chemring are selling at "well below...You think Chemring are selling at "well below half their demonstrable value"? I'd be very interested in that post.Anonymousnoreply@blogger.com