Thanks for your efforts with AOI management. Let us know if you hear back from the Company.
There is no way they can find something that is going to be MORE ACCREATIVE than their own shares.
Keith Hill and his cabal will use weasel words to say that their acquisition, if they make one, will be accretive, that is, on a cash yield for the cash on the balance sheet, and accretive because they will lever up 50% or more on the acquisition with borrowed funds at 10% or higher.
Thanks Bob. I am sure you will agree that we should judge them not only by their words, but also by their actions. I always appreciate your astute analysis, and value your support.
Thanks for trying to wake them up! I think they have done a great job putting this all together, but AOI must get its share price increased and buybacks are the obvious way to go. They can start buying tomorrow at around a miserable $1.50 US and just keep stealing cheap stock from the weak hands that love to manipulate the price.
Txs and so right. According to AOI’s own press release of May Its 50pct share in Prime has delivered over Usd 1bn in FCF in less than 2.5 yrs. 525 m dividends and 598m debt reduction net for AOI 50pct at Prime.
Thanks for your efforts with AOI management. Let us know if you hear back from the Company.
There is no way they can find something that is going to be MORE ACCREATIVE than their own shares.
Keith Hill and his cabal will use weasel words to say that their acquisition, if they make one, will be accretive, that is, on a cash yield for the cash on the balance sheet, and accretive because they will lever up 50% or more on the acquisition with borrowed funds at 10% or higher.
Thanks Bob. I am sure you will agree that we should judge them not only by their words, but also by their actions. I always appreciate your astute analysis, and value your support.
Thanks for trying to wake them up! I think they have done a great job putting this all together, but AOI must get its share price increased and buybacks are the obvious way to go. They can start buying tomorrow at around a miserable $1.50 US and just keep stealing cheap stock from the weak hands that love to manipulate the price.
Thanks for commenting, John. I am glad you agree.
To further clarify.............I have the cash now sitting on the balance sheet earning about 1.75% to 2% in treasuries or equivalents
Extremely thought out and Logically presented. Hope the Management will yield to reason.
Thanks, Ken.
Txs and so right. According to AOI’s own press release of May Its 50pct share in Prime has delivered over Usd 1bn in FCF in less than 2.5 yrs. 525 m dividends and 598m debt reduction net for AOI 50pct at Prime.
Indeed. Why not buy more of the golden goose?
Ace!
Thanks, Mikael.