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Post by proforkodak on Sept 13, 2012 10:39:30 GMT -5
The stock market is a device for transferring money from the impatient to the patient. - Warren Buffett ONLY a few select people have the ABILITY to understand which investments MERIT patience and which should be sold... So that the proceeds can be INVESTED in a better LONG term stock. I have ANALYZED the ASSETS and Liabilities of Kodak: kodak.boards.net/index.cgi?board=general&action=display&thread=541)IF you remove the DI patents from the analysis, Kodak still has an INTRINSIC VALUE of appx. $7/share. 2)The LAST story from the Wall st URINAL said that a deal would be MORE than $500 million but less than $2.5 billion. 3)So, use a WORST case scenario of $500 million for the DI patents. 4) That would RESULT in Kodak emerging ch.11 with $250 million in CASH and NO liabilities. 5) A WORST CASE SCENARIO for the DI patents means Kodak has an INTRINSIC VALUE of about $8/share!!!!
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Post by Marriott on Sept 13, 2012 10:57:10 GMT -5
" ONLY a few select people have the ABILITY to understand which investments MERIT patience and which should be sold...
pro:
With many Thanks, I have analyzed your asset/liability model and except for a few minor differences, I support your conclusion.
This is not a " gotcha " point ! Some of us want to see the PPS with a bias to move upward . It's been almost nine months since BK and many positives and negatives have come forward.
We are now beginning to see the emergence of a smaller, more focused, more customer driven and profit centered enterprise.
Future forward, the PPS should already reflect this . Help me better understand.
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Post by proforkodak on Sept 13, 2012 12:38:21 GMT -5
>>>"Future forward, the PPS should already reflect this . Help me better understand."<<<
1) Kodak is in BK
2) Kodak is still reporting LOSSES
3) NOBODY on Wall is INTERESTED in doing any REAL analysis of a company in BK.
THOSE are the FACTS!!!!
It took YOU a LONG time to understand...
Wall st responds to PROFITS!
Wall st wants to be SPOON FED!!
MOST people are MYOPIC MORONS!!!
YOU are as IMPATIENT as any.
YOU are NOT content to with an EXCELLENT LONG TERM INVESTMENT.
YOU want SHORT TERM price movement.
That will happen when there is CLARITY!!!
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