Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Spekulatius who wrote (30418)	3/26/2008 10:46:39 AM
From: Paul Senior	Read Replies (1) of 78627

I'm hoping - but I am not so confident - that these companies still have a viable business model. Having to dilute nav per share is terrible. Imo. I am guessing dividend (amount) per share will be reduced: Total amounts from their old and new investments will increase, but the increase in share count will overwhelm that. That might be okay -- mcgc yield for example, is now is so high, one assumes it's not going to be sustainable. Something just not in my comfort zone with these warrants and stock issuance: I don't want companies coming back to me asking me to give THEM money. That's not how it's supposed to work. They're supposed to make and give ME money. -g-

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next