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Re: has everyone ...(Edited)

By: tkc in ALEA | Recommend this post (0)
Tue, 07 May 13 5:54 PM | 85 view(s)
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Msg. 13454 of 54959
(This msg. is a reply to 13453 by Cactus Flower)

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I agree CF, sans any revenue increases reorganization seems inevitable. Problem for SKS in that senerio is any new capital is sure to require a BoD majority and management changes. Wave certainly has the capability to be a successful co. w/ changes.


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The above is a reply to the following message:
Re: has everyone ...(Edited)
By: Cactus Flower
in ALEA
Tue, 07 May 13 5:09 PM
Msg. 13453 of 54959

hi tkc,

i'm getting the impression this just goes on into new asset classes and anyone who holds a large chunk of equity is a mug.

when i read about mobile, i just think development costs these days.

ss has built a business that has fixed obligations but a variable income stream that can't support them.

without demand, dilution is inevitable.


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