cumulate
Forumer storico
Rivendico con orgoglio di esser stato tra i primi ad apprezzarla
e io tra i primi a seguirti e a raddoppiare quando scivolò
Obbligazioni societarie HIGH YIELD e oltre, verso frontiere inesplorate - Vol. 1
- Creatore Discussione TRADING_IDEAS
- Data di Inizio
- Stato
e io tra i primi a seguirti e a raddoppiare quando scivolò
rockytamtam
Forumer storico
German pellets.
Fa cippato di legno destinato al riscaldamento domestico ( nelle stufe) che distribuisce essenzialmente nelle catene di negozi di bricolage ( Le Roi Merlin , Castorama , Praktiker .....).
Se ricordo bene gestisce anche un paio di centrali a biomassa di teleriscaldamento in paio di piccole cittadine .
Nella sua attività è fra le più importanti in europa , mi sembra avesse anche un bilancio non malissimo , ma i numeri sono molto molto piccoli ( pochi milioni di utili annui ? 2 o 3 , mi sembra di ricordare) .
Un' emissione di questo taglio è molto pericolosa per la liquidità del titolo,basta una nube all' orizzonte che rischi di non trovare controparti .
All' emissione la valutai , poi decisi di lasciar perdere .
Fa cippato di legno destinato al riscaldamento domestico ( nelle stufe) che distribuisce essenzialmente nelle catene di negozi di bricolage ( Le Roi Merlin , Castorama , Praktiker .....).
Se ricordo bene gestisce anche un paio di centrali a biomassa di teleriscaldamento in paio di piccole cittadine .
Nella sua attività è fra le più importanti in europa , mi sembra avesse anche un bilancio non malissimo , ma i numeri sono molto molto piccoli ( pochi milioni di utili annui ? 2 o 3 , mi sembra di ricordare) .
Un' emissione di questo taglio è molto pericolosa per la liquidità del titolo,basta una nube all' orizzonte che rischi di non trovare controparti .
All' emissione la valutai , poi decisi di lasciar perdere .
arkymede74
Forumer storico
e portarla a scadenza??
sembra che il mercato del pellet non veda ombre per adesso...
Ultima modifica:
rockytamtam
Forumer storico
Se ci arriva....
a parte gli scherzi , la riguardavo adesso . Da quando la esaminai 2 anni fa , ha triplicato il fatturato , con due acquisizioni !! La redditività è comunque molto bassina .Son quei temi che , se uno ci crede , possono anche diventare interessanti ...io qualche dubbio ce l'ho ....Forse è anche la bruciatura appena presa con Scholz , azienda storica , in un campo abbastanza simile .Non è che , perchè son tedesche , siano meno rischiose ....
arkymede74
Forumer storico
Se ci arriva....
Son quei temi che , se uno ci crede , possono anche diventare interessanti ...io qualche dubbio ce l'ho ....Forse è anche la bruciatura appena presa con Scholz , azienda storica , in un campo abbastanza simile .Non è che , perchè son tedesche , siano meno rischiose ....
Credit Rating Riforma
Investment grade BBB
quindi togli almeno tre gradini, arriviamo a BB.
Riguaro dl etedesche lo dici a me?
beccato tramvata cn alpine (austriaca..vabbe' cugini dei tedeschi) e windreich, che solo ora sembra riprendersi...
cmq, da studiare....
arkymede74
Forumer storico
german pellets
ma il net income, ovviamente è al netto del pagamento degli interessi dei bond, giusto???
ma il net income, ovviamente è al netto del pagamento degli interessi dei bond, giusto???
Ackman Pressures J.C. Penney to Find New CEO
Bill Ackman is ratcheting up pressure on J.C. Penney Co. to accelerate management changes as the retailer works to rebound from the sales decline and cash drain that’s cut almost a third of market value this year.
The board agreed July 22 to begin a search for a new chief executive officer, to be named within six months, according to a person familiar with the matter, who asked not to be identified as the process is private. Ackman is pushing the retailer to find a CEO to replace Myron Ullman by mid-September since there are only a few candidates, the person said.
Among those possibilities are Foot Locker Inc. (FL) CEO Ken Hicks, Bon-Ton Stores Inc. chief Brendan Hoffman and Hudson’s Bay Co. (HBC)’s Bonnie Brooks, according to the person. J.C. Penney’s plight stems from a series of missteps that began under former CEO Ron Johnson, whom Ackman recruited to the retailer from Apple Inc. Johnson’s plan to jettison sales events and remake the chain’s stores into collections of boutiques failed, causing sales in the retailer’s most recent year to plunge 25 percent to the lowest in more than two decades.
“Everyone knew that Ullman was coming on more as a temporary position until they figured out a transition,” Mary Ross Gilbert, a managing director at Imperial Capital LLC in Los Angeles, said in an interview. “My impression is that major shareholders are panicking after seeing the stock crater and hearing the speculation in the press about vendor concerns and potential bankruptcy, etcetera.”
Shares Gain
The shares, which had fallen 12 percent this month through yesterday, gained 6.8 percent to $13.67 at the close in New York.
Daphne Avila, a spokeswoman for J.C. Penney, didn’t immediately reply to a request for comment. Nor did spokesmen for Foot Locker and Bon-Ton. Andrew Blecher, an outside spokesman for Hudson’s Bay, declined to immediately provide a comment.
Ackman, whose Pershing Square Capital Management LP is the Plano, Texas-based retailer’s largest shareholder, wrote his fellow board members to say that he got former J.C. Penney CEO Allen Questrom to agree to return as chairman if he approves of the department-store chain’s next CEO.
“As J.C. Penney’s largest shareholder, I strongly urge that we immediately put together a short list of candidates, determine their interest level, and schedule a fast-track interview process with the board,” Ackman wrote in the letter.
CNBC reported on the letter earlier.
Ullman, 66, returned as CEO in April after the board ousted Johnson amid a failing attempt to transform the department-store chain into a collection of boutiques. J.C. Penney’s sales in the year ended in February dropped 25 percent to $13 billion, the lowest since at least 1987, according to data compiled by Bloomberg.
Core Customers
Ullman had served as J.C. Penney’s chairman and CEO for about seven years before Johnson was brought over from Apple, where he helped build the company’s retail operations.
Since taking over, Ullman has been trying to woo back middle-aged women, the chain’s core customers, who decamped when Johnson changed the merchandise mix to attract younger shoppers and reduced discounts. Ullman has revived so-called “doorbusters” bargains usually reserved for the holiday-shopping season.
Marketing has been refocused on bargains and private-label lines like St. John’s Bay, a $1 billion brand that had its women’s apparel discontinued under Johnson. The company is also bringing back three other brands popular with older, female shoppers: Ambrielle, a lingerie line, outdoor-apparel Made For Life and JCP Home.
Cash Balance
Ullman also has labored to shore up J.C. Penney’s cash balance. In April, the company hired AlixPartners for a few weeks to help the company get fresh financing, said a person familiar with the situation.
That same month, the company started negotiating a $2.25 billion loan arranged by Goldman Sachs Group Inc. and borrowed $850 million from a revolving credit facility. The Goldman financing removed short-term pressure, said the person, who requested anonymity because the matter is private. AlixPartners has since stopped working with J.C. Penney, the person said.
Investors are trading unsecured notes at prices that reflect growing concern that cash on hand won’t be adequate to fund a turnaround. J.C. Penney, which estimated on Aug. 1 that it has about $1.5 billion of cash, will probably report its eighth consecutive quarterly loss on Aug. 20, according to analysts’ estimates compiled by Bloomberg.
Kimberly Greenberger, a New York-based analyst at Morgan Stanley, had earlier projected that the company would have $1.9 billion in cash by Aug. 1. Greenberger said the disclosure implied cash use of about $1 billion from the previous quarter amid lower operating cash flow, increased capital spending and higher-than-expected inventories.
To contact the reporters on this story: Beth Jinks in New York at bjinks1@bloomberg.net; Lauren Coleman-Lochner in New York at llochner@bloomberg.net
To contact the editors responsible for this story: Robin Ajello at rajello@bloomberg.net; Jeffrey McCracken at jmccracken3@bloomberg.net
Bill Ackman is ratcheting up pressure on J.C. Penney Co. to accelerate management changes as the retailer works to rebound from the sales decline and cash drain that’s cut almost a third of market value this year.
The board agreed July 22 to begin a search for a new chief executive officer, to be named within six months, according to a person familiar with the matter, who asked not to be identified as the process is private. Ackman is pushing the retailer to find a CEO to replace Myron Ullman by mid-September since there are only a few candidates, the person said.
Among those possibilities are Foot Locker Inc. (FL) CEO Ken Hicks, Bon-Ton Stores Inc. chief Brendan Hoffman and Hudson’s Bay Co. (HBC)’s Bonnie Brooks, according to the person. J.C. Penney’s plight stems from a series of missteps that began under former CEO Ron Johnson, whom Ackman recruited to the retailer from Apple Inc. Johnson’s plan to jettison sales events and remake the chain’s stores into collections of boutiques failed, causing sales in the retailer’s most recent year to plunge 25 percent to the lowest in more than two decades.
“Everyone knew that Ullman was coming on more as a temporary position until they figured out a transition,” Mary Ross Gilbert, a managing director at Imperial Capital LLC in Los Angeles, said in an interview. “My impression is that major shareholders are panicking after seeing the stock crater and hearing the speculation in the press about vendor concerns and potential bankruptcy, etcetera.”
Shares Gain
The shares, which had fallen 12 percent this month through yesterday, gained 6.8 percent to $13.67 at the close in New York.
Daphne Avila, a spokeswoman for J.C. Penney, didn’t immediately reply to a request for comment. Nor did spokesmen for Foot Locker and Bon-Ton. Andrew Blecher, an outside spokesman for Hudson’s Bay, declined to immediately provide a comment.
Ackman, whose Pershing Square Capital Management LP is the Plano, Texas-based retailer’s largest shareholder, wrote his fellow board members to say that he got former J.C. Penney CEO Allen Questrom to agree to return as chairman if he approves of the department-store chain’s next CEO.
“As J.C. Penney’s largest shareholder, I strongly urge that we immediately put together a short list of candidates, determine their interest level, and schedule a fast-track interview process with the board,” Ackman wrote in the letter.
CNBC reported on the letter earlier.
Ullman, 66, returned as CEO in April after the board ousted Johnson amid a failing attempt to transform the department-store chain into a collection of boutiques. J.C. Penney’s sales in the year ended in February dropped 25 percent to $13 billion, the lowest since at least 1987, according to data compiled by Bloomberg.
Core Customers
Ullman had served as J.C. Penney’s chairman and CEO for about seven years before Johnson was brought over from Apple, where he helped build the company’s retail operations.
Since taking over, Ullman has been trying to woo back middle-aged women, the chain’s core customers, who decamped when Johnson changed the merchandise mix to attract younger shoppers and reduced discounts. Ullman has revived so-called “doorbusters” bargains usually reserved for the holiday-shopping season.
Marketing has been refocused on bargains and private-label lines like St. John’s Bay, a $1 billion brand that had its women’s apparel discontinued under Johnson. The company is also bringing back three other brands popular with older, female shoppers: Ambrielle, a lingerie line, outdoor-apparel Made For Life and JCP Home.
Cash Balance
Ullman also has labored to shore up J.C. Penney’s cash balance. In April, the company hired AlixPartners for a few weeks to help the company get fresh financing, said a person familiar with the situation.
That same month, the company started negotiating a $2.25 billion loan arranged by Goldman Sachs Group Inc. and borrowed $850 million from a revolving credit facility. The Goldman financing removed short-term pressure, said the person, who requested anonymity because the matter is private. AlixPartners has since stopped working with J.C. Penney, the person said.
Investors are trading unsecured notes at prices that reflect growing concern that cash on hand won’t be adequate to fund a turnaround. J.C. Penney, which estimated on Aug. 1 that it has about $1.5 billion of cash, will probably report its eighth consecutive quarterly loss on Aug. 20, according to analysts’ estimates compiled by Bloomberg.
Kimberly Greenberger, a New York-based analyst at Morgan Stanley, had earlier projected that the company would have $1.9 billion in cash by Aug. 1. Greenberger said the disclosure implied cash use of about $1 billion from the previous quarter amid lower operating cash flow, increased capital spending and higher-than-expected inventories.
To contact the reporters on this story: Beth Jinks in New York at bjinks1@bloomberg.net; Lauren Coleman-Lochner in New York at llochner@bloomberg.net
To contact the editors responsible for this story: Robin Ajello at rajello@bloomberg.net; Jeffrey McCracken at jmccracken3@bloomberg.net
nik.sala
Money Never Sleeps
Jyske da il sell, magari è di buon auspicio..
http://jyskebank.com/wps/wcm/connec...&CACHEID=455cb34e-8c60-48f3-bc51-0a52983efb01
gualberto
Charlie don't Surf
getgoods.de AG continua crescita nel primo semestre 2013
08.07.2013 13:51
Per i contenuti dell'emittente / editore è l'unico responsabile.
getgoods.de AG continua crescita nel primo semestre 2013
- Preliminare di vendita del primo semestre del 2013: circa 220 milioni di euro
- La crescita dei ricavi del 27% su base annua
Frankfurt Oder, 08 Luglio 2013 -
Il trading online azienda getgoods.de AG
era la crescita delle vendite nel primo Metà del 2013 continua. Complessivo
la società ha aumentato il suo fatturato consolidato nei primi sei mesi
l'anno fiscale del 27% a circa 220 milioni di euro (H1/2012: EUR 173,4 milioni) di euro.
Su questa base, il Consiglio ha confermato le sue previsioni per il
Fiscale 2013 le vendite a salire a 480-500.000.000 euro
si aspetta un margine EBIT del 2,5%.
Nel secondo trimestre, il corso già presa nel 2012, la strategia
AG getgoods.de essere implementato con successo. La gamma di prodotti
è stato ulteriormente sviluppato e ampliato il portafoglio prodotti. Dovuta al
migliorato il comportamento dei consumatori e ha introdotto nel secondo trimestre
Nuovi prodotti potrebbero mancare il gettito del primo trimestre
essere pienamente compensata.
Signor Markus rock-Mies, CEO di getgoods.de AG
questi sviluppi positivi:
"Nel secondo trimestre siamo stati in grado di dimostrare
che siamo sulla strada giusta e questi sono anche il 2 ° Semestrale
coerentemente continuare. E 'particolarmente piacevole è che abbiamo confrontato, vantaggioso con una grande parte del mercato e ambiente competitivo per continuare operare. Sono convinto che con i miei due nuovi
I membri del Consiglio sono posizionati in modo ottimale a lungo termine e di guardare avanti per una partnership di successo '.
I dati definitivi saranno poi rivedere parere (recensione) con
il revisore dei getgoods.de AG, Warth e piccolo contributo
Thornton AG in data 30 Agosto pubblicato. Anche una conferenza - Call è
offerto ai dati semestrali di nuovo. Sarà in questa occasione
Anche i due nuovi membri del consiglio di getgoods.de AG
immaginare.
Chi getgoods.de AG:
Il getgoods.de AG gestisce varie piattaforme on-line in modo rapido
crescita del mercato e-commerce. Il focus prodotto è in aggiunta ai telefoni cellulari,
Smartphone, telefoni fissi, computer portatili e tablet su
Elettronica di consumo e elettrodomestici. Inoltre, l'
Società anche i giocattoli, tempo libero e prodotti fai da te.
- Stato
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Obbligazioni societarie
HIGH YIELD e oltre, verso frontiere inesplorate, vol.3
