Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 939)
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***
Doch kein V jetzt?
Gestern zyklischer Konsum stark runter. Wenn dann die Staples fallen, ist die Korrektur vorbei. F XRAY und andere erstaunlich stabil. Ist also nicht in erster Linie eine Korrektur starker Überwertungen, keine Korrektur stark verschuldeter Unternehmen.
***
zu TIS: Schau ich ab + zu mal an. Eigentlich eher defensiv, dachte ich auch. War einer mener Smallcap-Favoriten. Nie gekauft.
Doch kein V jetzt?
Gestern zyklischer Konsum stark runter. Wenn dann die Staples fallen, ist die Korrektur vorbei. F XRAY und andere erstaunlich stabil. Ist also nicht in erster Linie eine Korrektur starker Überwertungen, keine Korrektur stark verschuldeter Unternehmen.
***
zu TIS: Schau ich ab + zu mal an. Eigentlich eher defensiv, dachte ich auch. War einer mener Smallcap-Favoriten. Nie gekauft.
Antwort auf Beitrag Nr.: 59.262.715 von otho am 20.11.18 20:50:36Q3 Confirms The Worst At Orchids Paper Products
Nov. 14, 2018 1:50 PM ET|
7 comments |
About: Orchids Paper Products Company (TIS)
ASB Capital
ASB Capital
Value, special situations, contrarian
(172 followers)
Summary
$16 million in losses this quarter alone.
The last loan waivers and extensions ran out two weeks ago.
I expect shareholders will be wiped out in the very near future.
This is the fifth article I've written explaining why and how we believe the equity of Orchids Paper Products (TIS) is worthless. Using the information in yesterday's Form NT 10-Q confirms that the situation is every bit as bad as we have been saying, and a little analysis and reading between the lines shows this could be the end.
I also want to emphasize that even if Orchids' lenders don't start a bankruptcy, foreclosure or insolvency proceeding this week, the outcome will be the same.
Background
Orchids Paper Products makes tissue paper and paper towels at two facilities; an older one in Pryor, Oklahoma and a new one in Barnwell, South Carolina. The business is competitive, capital-intensive, has low margins and is exposed to cost pressures from shipping and transportation, energy costs, labor and raw materials such as pulp and recycled fiber. Since the Second Quarter of 2017, Orchids has had to classify its long-term debt as a current liability because of doubt about its ability to meet debt covenants and make payments (see 10-Q, "Note 7," page 10). That is to say that for almost a year-and-a-half, Orchids has been telling you that it was in default of covenants on its bank loan, which could be called if the company were not granted waivers and extensions.
In April, Orchids stopped making payments on its bank debt altogether (see Loan Amendment 8, "Exhibit A.") On April 25, Orchids filed a copy of its loan amendment requiring the company to take extreme measures to put itself up for sale and obtain a signed letter of intent by June 30, sign a Purchase and Sale Agreement by July 31, and close by August 31. The company was required to hire consultants, investment bankers and a chief "strategic" officer and begin filing more documents with the bank.
Orchids' 10-Q for the Second Quarter of this year showed that the company was in dire straights, losing money and customers and even more deeply in debt. Orchids loan debt increased by almost 11 million dollars as the company lost money on operations and accrued $4.5 million in interest, The company also announced that it lost a customer representing 23% of its business and this report was the first time Orchids mentioned "foreclosure" as a risk factor.
In September, Orchids announced an extensions of the deadlines to sell its assets and suspension of a number of its obligations under the credit agreement (such as making principal and interest payments!) until October 31.
Nov. 14, 2018 1:50 PM ET|
7 comments |
About: Orchids Paper Products Company (TIS)
ASB Capital
ASB Capital
Value, special situations, contrarian
(172 followers)
Summary
$16 million in losses this quarter alone.
The last loan waivers and extensions ran out two weeks ago.
I expect shareholders will be wiped out in the very near future.
This is the fifth article I've written explaining why and how we believe the equity of Orchids Paper Products (TIS) is worthless. Using the information in yesterday's Form NT 10-Q confirms that the situation is every bit as bad as we have been saying, and a little analysis and reading between the lines shows this could be the end.
I also want to emphasize that even if Orchids' lenders don't start a bankruptcy, foreclosure or insolvency proceeding this week, the outcome will be the same.
Background
Orchids Paper Products makes tissue paper and paper towels at two facilities; an older one in Pryor, Oklahoma and a new one in Barnwell, South Carolina. The business is competitive, capital-intensive, has low margins and is exposed to cost pressures from shipping and transportation, energy costs, labor and raw materials such as pulp and recycled fiber. Since the Second Quarter of 2017, Orchids has had to classify its long-term debt as a current liability because of doubt about its ability to meet debt covenants and make payments (see 10-Q, "Note 7," page 10). That is to say that for almost a year-and-a-half, Orchids has been telling you that it was in default of covenants on its bank loan, which could be called if the company were not granted waivers and extensions.
In April, Orchids stopped making payments on its bank debt altogether (see Loan Amendment 8, "Exhibit A.") On April 25, Orchids filed a copy of its loan amendment requiring the company to take extreme measures to put itself up for sale and obtain a signed letter of intent by June 30, sign a Purchase and Sale Agreement by July 31, and close by August 31. The company was required to hire consultants, investment bankers and a chief "strategic" officer and begin filing more documents with the bank.
Orchids' 10-Q for the Second Quarter of this year showed that the company was in dire straights, losing money and customers and even more deeply in debt. Orchids loan debt increased by almost 11 million dollars as the company lost money on operations and accrued $4.5 million in interest, The company also announced that it lost a customer representing 23% of its business and this report was the first time Orchids mentioned "foreclosure" as a risk factor.
In September, Orchids announced an extensions of the deadlines to sell its assets and suspension of a number of its obligations under the credit agreement (such as making principal and interest payments!) until October 31.
Verfolgt noch jemand TIS? Scheinen der Pleite entgegen zu steuern. Hab die vor 1-2 Jahren noch in etlichen Div.orientierten Portfolios gesehen. Langweiliges Produkt, wirkte aus damaliger Sicht eigentlich recht sicher. Vmtl. aber zu klein, um auskömmlich mitspielen zu können.
Schöne Erinnerung, dass die meisten Unternehmen eher eine begrenzte Lebenszeit haben, Schildkröten und Dinosaurier sind selten.
http://financials.morningstar.com/ratios/r.html?t=tis®ion…
Schöne Erinnerung, dass die meisten Unternehmen eher eine begrenzte Lebenszeit haben, Schildkröten und Dinosaurier sind selten.
http://financials.morningstar.com/ratios/r.html?t=tis®ion…
Antwort auf Beitrag Nr.: 59.258.455 von clearasil am 20.11.18 14:18:01so muss das aussehen:
und dazu:
https://finance.yahoo.com/m/3f52a707-9942-386f-a068-500293ee…" target="_blank" rel="nofollow ugc noopener">
https://finance.yahoo.com/m/3f52a707-9942-386f-a068-500293ee…
Ray Dalio says it’s just like the 1930s for investors right now’.
die laune auf yahoo war schon besser.
und dazu:
https://finance.yahoo.com/m/3f52a707-9942-386f-a068-500293ee…" target="_blank" rel="nofollow ugc noopener">
https://finance.yahoo.com/m/3f52a707-9942-386f-a068-500293ee…
Ray Dalio says it’s just like the 1930s for investors right now’.
die laune auf yahoo war schon besser.
Antwort auf Beitrag Nr.: 59.258.455 von clearasil am 20.11.18 14:18:01Tech | On the Move | Top News
Micron -5% after two-notch downgrade
Nov. 20, 2018 7:30 AM ET|About: Micron Technology Inc. (MU)|By: Brandy Betz, SA News Editor
Baird analyst Tristan Gerra downgrades Micron (NASDAQ:MU) from Outperform to Underperform and lowers the target from $75 to $32.
Gerra cites continued deterioration in DRAM and NAND pricing, which lead the firm "to model eight consecutive quarters of gross margin and EPS contraction."
Gerra: "We model DRAM gross margin erosion from recent 71% peak to 50% in C2H20, driven by channel inventory reductions and capacity increases."
The firm expects NAND contract pricing to decline in the mid-teens for the next two quarters. China stands as a risk to NAND in 2021.
Micron shares are down 5.2% premarket to $34.87.
Micron -5% after two-notch downgrade
Nov. 20, 2018 7:30 AM ET|About: Micron Technology Inc. (MU)|By: Brandy Betz, SA News Editor
Baird analyst Tristan Gerra downgrades Micron (NASDAQ:MU) from Outperform to Underperform and lowers the target from $75 to $32.
Gerra cites continued deterioration in DRAM and NAND pricing, which lead the firm "to model eight consecutive quarters of gross margin and EPS contraction."
Gerra: "We model DRAM gross margin erosion from recent 71% peak to 50% in C2H20, driven by channel inventory reductions and capacity increases."
The firm expects NAND contract pricing to decline in the mid-teens for the next two quarters. China stands as a risk to NAND in 2021.
Micron shares are down 5.2% premarket to $34.87.
Trading Spotlight
es sieht danach aus, dass semi-stocks wie immer das untrügliche Vorzeichen von Schwäche waren.
sehen am Höhepunkt immer günstig aus und niemand kann das glauben ... memo für die Zukunft.
wenn es im NDX demnächst keine Gegenbewegung gibt, wird es zappenduster.
sehen am Höhepunkt immer günstig aus und niemand kann das glauben ... memo für die Zukunft.
wenn es im NDX demnächst keine Gegenbewegung gibt, wird es zappenduster.
etwas für Covalon-interessierte - top 3 pick for 2019
https://www.bnnbloomberg.ca/market-call/peter-hodson-s-top-p…
https://www.bnnbloomberg.ca/market-call/peter-hodson-s-top-p…
Euphorie sieht anders aus:
Milliardenschwerer Hedgefonds-Manager: Der Bärenmarkt kommt innerhalb der nächsten zwei Jahre
Bank of America bleibt bearish: Der Tiefpunkt am Markt ist noch nicht erreicht
Milliardenschwerer Hedgefonds-Manager: Der Bärenmarkt kommt innerhalb der nächsten zwei Jahre
Bank of America bleibt bearish: Der Tiefpunkt am Markt ist noch nicht erreicht
PBI nach den Zahlen vom 1.November über 20% hoch.
https://pitneybowesinc.gcs-web.com/news-releases/news-releas…
Nicht unwahrscheinlich der Beginn eines zumindest kurz- bis mittelfristigen Rebounds nach jahrelanger Baisse.
https://pitneybowesinc.gcs-web.com/news-releases/news-releas…
Nicht unwahrscheinlich der Beginn eines zumindest kurz- bis mittelfristigen Rebounds nach jahrelanger Baisse.
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