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The 10 Most Recent Messages By TMFRoyal

Take me back to where I was.
  • Date: 1/15/19 10:45 PM
  • Number: 4416
  • Recommendations: 1
Also recall they're out marketing their non-core portfolio, which they estimate at $1.9 bn in net proceeds (so actual equity value). The market cap is $2.9 bn. They'll have to use some of that cash to pay down preferreds (Series B, I
(Continued...)
  • Date: 1/11/19 8:09 PM
  • Number: 4414
  • Recommendations: 0
Awesome. Thanks for the perspective, Doug.

Jim
  • Date: 1/9/19 6:39 PM
  • Number: 4411
  • Recommendations: 4
Hey, David,

So TOO was paying about $16.4 mn in common dividends a year, compared to about $32 mn run rate for its preferreds, which have around $384 mn outstanding. For more context they dumped $488 mn into capex over the last four
(Continued...)
  • Date: 1/8/19 3:10 PM
  • Number: 4406
  • Recommendations: 0
Hmm... Did they upgrade the stock when it was $13? Now it's trading somewhere near its 52-week high, though still 10% lower.

Jim
  • Date: 1/5/19 5:45 PM
  • Number: 4403
  • Recommendations: 0
Wow -- quite a stake. What are the odds that Liberty Braves parcels out the various elements here a la MSG?

Jim
  • Date: 1/1/19 11:02 PM
  • Number: 4398
  • Recommendations: 11
May your 2019 be wonderful and prosperous!

Jim
  • Date: 12/29/18 1:09 PM
  • Number: 4397
  • Recommendations: 0
Hmmm.... that's interesting.

Jim
  • Date: 12/17/18 10:36 AM
  • Number: 4377
  • Recommendations: 0
One other caveat on using PZZA: aren't they primarily a franchisor? That's not the case for CNNE's brands, which are owner-operated. So that's a substantially different business model.

Jim
  • Date: 12/14/18 11:18 AM
  • Number: 4365
  • Recommendations: 0
Yeah, I seem to recall that, Rob.

Jim
  • Date: 12/14/18 11:02 AM
  • Number: 4363
  • Recommendations: 0
Thanks for the link, Frank. I do wonder if that's part of what's hurting the stock now.

Jim
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Take me back to where I was.
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