aleax

Alex Martelli

aleax’s Activity

Fri Oct 12

Pro Boards Post

aleax replied to the Pro boards. 12:41 PM

Mon Sep 10

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aleax replied to the Premium Commons boards. 6:08 PM

Thu Sep 6

Premium Commons Boards Post

aleax replied to the Premium Commons boards. 10:49 PM

Mon Aug 13

NL

Boards Post

aleax replied to the Uniti Group Inc. board. 12:25 PM

Re: UNIT in active discussion for private capita

Makes sense to find cheaper capital.

GPT started down that path, but shortly afterward sold itself for a meager premium in order to secure continued funding.


Yep -- I was a happy GPT owner from back before they were GPT [more]

Sun Aug 12

NL

Boards Post

aleax posted to the Uniti Group Inc. board. 7:03 PM

UNIT in active discussion for private capital

In fact very active, Gunderman said while answering a question during the earnings call; apparently that's how UNIT plans to move toward the 50%-of-revenue diversification target while cost of capital for it in public market stays too high [more]

Fri Aug 10

Premium Commons Boards Post

aleax replied to the Premium Commons boards. 12:34 PM

Thu Aug 9

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aleax replied to the Premium Commons boards. 5:29 PM

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aleax replied to the Premium Commons boards. 4:56 PM

Wed Aug 8

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aleax replied to the Premium Commons boards. 6:22 PM

Sun Aug 5

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aleax replied to the Premium Commons boards. 11:20 AM

Options Boards Post

aleax replied to the Options boards. 11:12 AM

Thu Aug 2

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aleax replied to the Premium Commons boards. 6:36 PM

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aleax replied to the Premium Commons boards. 6:27 PM

Mon Jul 30

Options Boards Post

aleax posted to the Options boards. 1:47 PM

Sat Jul 28

Pro Boards Post

aleax replied to the Pro boards. 12:01 PM

Sun Jul 22

NL

Boards Post

aleax posted to the Uniti Group Inc. board. 12:09 PM

"Uniti Group: Uncertainty"

by Beyond Saving at https://seekingalpha.com/article/4188962-uniti-group-uncerta...

The author disputes "Trapping Value"'s thesis that, in [more]

NL

Boards Post

aleax replied to the Uniti Group Inc. board. 12:02 PM

Re: "Uniti just can't WIN"

In your opinion, what's the likelihood they will cut their dividend?

Totally personal opinion, but, any dividend cut would trigger the mother of all stock price crashes, and UNIT management knows that as well as we do; so [more]

Thu Jul 19

NL

Boards Post

aleax posted to the Uniti Group Inc. board. 1:41 PM

"Uniti just can't WIN"

That's the punnish title of a new Seeking Alpha post, https://seekingalpha.com/article/4188355-uniti-just-win -- a short but reasonable summary of the UNIT/WIN situation, [more]

Tue Jul 17

Pro Boards Post

aleax replied to the Pro boards. 7:48 PM

Premium Commons Boards Post

aleax replied to the Premium Commons boards. 12:14 AM

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