Brown Marubozu

@BrownMarubozu

Professional Speculator / Always trying to remember the wheel is wobbly / Radical centrist

Vrijeme pridruživanja: travanj 2009.

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    This is really well done. Worth the 90 seconds.

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  2. 2. velj

    Shareholder meeting for this resolution to authorize the BOD of to pursue a share tender offer at their discretion is before the open on Tuesday.

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  3. 31. sij

    Conservative Economist likes policies because they can actually work.

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    I'm down to 5 cigarettes. I gotta get out of the place that I came to get out of a place. Last election, I voted for Gary Johnson not only because I liked him but because he followed me on Twitter. will get my endorsement if he follows me before my 8am flight.

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  5. proslijedio/la je Tweet
    29. sij

    Starting Line was at a press conference with Dave Chappelle and Andrew Yang at ISU in Ames. Here’s the video from those answers (1/?)

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    Huge shoutout to for their endorsement of “Even his nomination would change our politics for the better and shatter the template of a presidential candidate that has yielded toxicity and division. He is unique in the field.”

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  7. 25. sij

    Anyone know of any value investing books that are focused on the late nineties / early aughts?

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  8. 24. sij

    A cheap value play with a catalyst describes half my portfolio while a cheap value play without a catalyst describes the other half. Long

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  9. 22. sij

    PIK Note is due in May. There are three broad possible outcomes: 1. Bain divests all 2. Bain holds all 3. Bain keeps some None of these outcomes impacts the fundamentals of but will likely influence investors view of where the stock should trade. Thoughts?

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  10. 19. sij

    Eric talks about just before the 11 minute mark. Hopefully he can convince the management team that the stock is cheap. Sprott Money News Weekly Wrap-up - 1.17.20 by Sprott Money News via

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  11. 15. sij

    Not much talk about the guidance from this morning but it sure is well bid. I get about 2x EBITDA on the low end of guidance. Anyone seen a note?

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  12. 14. sij

    I forgot to tax effect that so closer to C$0.05 cents of EPS impact.

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  13. 14. sij

    Just voted in favour of this resolution for . With RSU selling behind us, the stock is trying to get back above 20-200 day moving averages. Still a few catalysts coming up in Q1.

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  14. 14. sij

    replaces its Canadian LOC that had a 9.5% rate with an increase in its borrowing from Texas Capital assumed at LIBOR plus 300bps. Adds about C$0.07 to EPS. Trades at ~5x EPS and ~0.6x book value.

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  16. 14. sij

    put up a tremendous quarter of production 65k oz and full year at 240k. Free cash flow and some fund raising puts the company in a net cash position for the first time since I got involved (buying the debt in 2016).

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  17. 13. sij

    This is a link to the Scheme on Amerisur if anyone wants to read the background. That original process was initiated by a hostile bid from a French E&P.

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  18. 13. sij

    The is expected to close tomorrow. What's interesting about that deal was that there were multiple well funded interested parties. So many that asked for cash bids only. has 4x the production of and sold for 13x the EV or over 20x the market cap.

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  19. 13. sij

    Arrow Exploration data room is now open. Stifel just ran a process for that concluded in November. Timeline is good to get a deal announcement in February and a meeting before their March 31st deadline for an AGM.

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  20. 9. sij

    Just saw a deck for an Canadian competitor trying to raise money as part of an RTO which they hope will get the company to positive EBITDA by 2021. Meanwhile, has a smaller market cap with a bigger business and trades at less than 5x 2020E EPS.

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