Newell Brands Announces Agreement with Carl C. Icahn - Älteste Beiträge zuerst (Seite 2) | Diskussion im Forum

[bennog]

Antwort auf Beitrag Nr.: 57.958.440 von faultcode am 11.06.18 15:37:04

Das Monster-GAP bei 40 US Dollar wird womöglich der Anziehungspunkt sein wenn die NEWS wie erwartet kommen.....schon 2019 werden die 40 angeschrieben sein, so meine SPEKULATION

mal sehen wie sich der kurs nun anstellt die 200er ins Visier zu nehmen.....wird wahrscheinlich noch zwei, drei Monate dauern (GDL 200 dann unten bei 30-33) bis wir da zum ersten mal ankratzen.....

VG

[bennog]

Antwort auf Beitrag Nr.: 57.957.855 von faultcode am 11.06.18 14:21:50

sorry...gdl 200 dann bei 28-30

[faultcode]

Newell Brands' beat profit expectation while sales falls

6.8.
https://www.marketwatch.com/story/newell-brands-beat-profit-…

=>
...Shares of Newell Brands Inc. were indicated down over 2% in premarket trade Monday, after the consumer goods company, which brands include Paper Mate, Elmer's and Rubbermaid, reported adjusted earnings that beat expectations, while sales fell.

Net income declined to $131.7 million, or 27 cents a share, from $223.0 million, or 46 cents a share, in the same period a year ago. Excluding special items, normalized earnings per share came to 82 cents, above the FactSet consensus of 78 cents.

Sales dropped 13% to $2.20 billion from $2.53 billion, citing the negative impact of new revenue recognition accounting standards, the impact of the liquidation of Toys 'R' Us on the baby business, significant inventory destocking in the writing office superstore.

The company adjusted its 2018 guidance ranges as a result of the divestitures of its Waddington and Rawlings businesses. The sales guidance was cut to $8.7 billion to $9.0 billion from $14.4 billion to $14.8 billion and its core EPS outlook to $2.45 to $2.65 from $2.65 to $2.85...

[faultcode]

Antwort auf Beitrag Nr.: 58.382.679 von faultcode am 06.08.18 12:59:15

[bennog]

Antwort auf Beitrag Nr.: 58.387.404 von faultcode am 06.08.18 23:44:28

Ehrenrunde.....

[faultcode]

Newell fällt wg. Sears-Insolvenz-Ängsten (1)

24.9.
Sears CEO Proposes Debt Restructuring Plan To Avoid Bankruptcy; Stock Down
https://www.finanznachrichten.de/nachrichten-2018-09/4484484…
=>
...The hedge fund owned by Sears Holdings chief Executive Officer Edward Lampert, ESL Investments, proposed restructuring Sears to help stave off bankruptcy. Meanwhile, Sears Holdings Corp. (SHLD) Monday confirmed that its board has received a proposal from ESL Investments regarding certain liability management and real estate transactions.

SHLD is currently trading at $1.19, down $0.08 or 6.30 percent.

Sears Holdings said that its Board has directed the Company's management and its legal and financial advisors to work closely with ESL, its advisors and the Company's other stakeholders to seek to pursue liability management transactions of the nature described in the proposal.

The Special Committee of the Board, which is also engaged in negotiations with ESL concerning the proposals made in ESL's August 14, 2018 letter, Sears said.

Meanwhile, Edward Lampert's ESL Investments today asked Sears board to sell off about $1.75 billion worth of assets, which would reduce the retailer's total debt to about $1.24 billion.

ESL Investments also proposed Sears sell about $1.5 billion worth of real estate.

ESL said its goal is to enable Sears to return to profitability, for the of Sears and all of its stakeholders. It said Sears must extend near-terms debt maturities, reduce its long-term debt and eliminate the associated cash interest obligations.

ESL believes liability management proposal could save Sears $33 million per year in cash interest and eliminate $1.1 billion in debt.

Sears faces significant near-term liquidity constraints, including a $134 million maturity for second Lien Notes due October 15 2018, and associated debt maturity reserve requirements on October 1 2018.



=> die Sears-Insolvenz kommt mMn sowieso, wenn nicht 2018, dann 2019 -- oder so ein Deal, der für die Aktionäre Insolvenz-Charakter hat:

[faultcode]

Antwort auf Beitrag Nr.: 58.786.604 von faultcode am 24.09.18 21:21:11

Newell fällt wg. Sears-Insolvenz-Ängsten (2)

Sears ist aber kein großer NWL-Kunde mehr (< #10); Walmart ist #1 in 2017 gewesen:

-->
24.9.
Newell Brands’ Slide Is Called Too Steep
https://www.barrons.com/articles/newell-brands-slide-is-call…

=>
...
Herzog believes that Newell has less exposure to Sears than it did to Toys ‘R’ Us, saying the struggling department store wasn’t listed on the company’s top-ten customer list in its 2017 10K filing, while Toys ‘R’ Us was.

At nearly 14% of sales, Walmart(WMT) is Newell’s biggest customer.
...

[faultcode]

Antwort auf Beitrag Nr.: 58.786.649 von faultcode am 24.09.18 21:24:06

USD21

...nach -6% heute guck ich erstmal, ob der aktuelle, neue Boden bei so ~USD21 hält:





=> wahrscheinlich tut er das (sell the rumor, buy the fact )

[faultcode]

Antwort auf Beitrag Nr.: 58.786.718 von faultcode am 24.09.18 21:28:30

=> wahrscheinlich tut er das (sell the rumor, buy the fact...) --> Nein!





=> wobei:
• ich habe Mitte September eine kleine Dividende bekommen -- als Zeichen des guten Willens quasi

[baucontroller]

das könnte der turn around sein
https://seekingalpha.com/news/3404636-newell-brands-plus-11-…