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Re: Re scrambls

By: tkc in ALEA | Recommend this post (0)
Thu, 07 Jun 12 8:31 PM | 69 view(s)
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Msg. 08358 of 54959
(This msg. is a reply to 08357 by Cactus Flower)

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Hi CF, I think Feeney's lost his influence. He saw this coming and SKS didn't listen. Q4'10 CC he stupidly strongly suggested Q1'11 profitability and SKS shut him up. Q4'11 his people caused Wave to lose $1M from the screwed up Safend acct'g. Although I think he knows his stuff his blunders have cost him credibility, weakening him while strengthening and emboldening SKS.


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The above is a reply to the following message:
Re scrambls
By: Cactus Flower
in ALEA
Thu, 07 Jun 12 8:10 PM
Msg. 08357 of 54959

Watch Feeney.

Cash flow is the epicentre.

From a Sprague viewpoint, scrambls is putty. They can shape it how they want.

But its effect on cash is where the reality happens.


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