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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

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To: turnaround_seeker who wrote (447)	4/25/2012 9:33:17 PM
From: Good Fundamentals	1 Recommendation of 1876

Rooky, "On another note, what did you think of the bond report today? 724K wasn't too shabby, but more important what did yo think of the "trigger" event that took place with the 2003-2 deal and how that might impact your annual projections? Later," The trigger would result in about 3 cents or so of earnings for the 2Q of 2012 - my estimate so far is 1/2 cent per shares and I don't count collateral releases. I won't count write-ups for the DTA either - that's just accounting. Its possible that my estimate of 4 cents may be high if alot of money has gone into promoting Mango. Cest la vie. Streetlinks only made 800K in the 1st quarter of 2011 - it should be up over 2.2M for 1Q 2012. GF

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