ARC Wireless (NASDAQ: ARCW) is a possible net -
net value play.
A net -
net value play in the truest sense of the wo...
A net -
net value play in the truest sense of the word?
Not exact matches
Other more technical factors such as the
Net -
Net Theory and the Margin of Safety Theory also
play a part in the
value investors method.
Finally, depending on how the roster shakes out, I'm not against Faksa getting PP2 time... can definitely see where he would have a lot of
value playing a
net front role on that unit.
Last week our
value plays went 1 - 2 but still
netted +0.35 units since all three
plays were on draws at +200 odds or greater.
While it may seem airline cards are more valuable, once the first year is up the annual fees on the cards tend to
play a big role in their
net value.
We estimated the liquidation
value to be anywhere from nil to $ 259M or ~ $ 10.85 per share and the
net cash
value from nil to $ 228M or $ 10.54 per share, so it wasn't a typical liquidation
play for us.
Sure for deep
value net -
nets or asset based recovery
plays its not so important if your able to extract cash faster than the cash burn erodes the
value, but for understanding and evaluating ongoing economic business performance I not so dismissive.
Priced at a discount to VXGN's
net cash and liquidation
values, and payment in the watered scrip of a speculative biotech
play, it's a real dud for VXGN shareholders (see our more detailed take on the terms of the VXGN / OXGN deal).
It is also priced at a discount to VXGN's
net cash and liquidation
values, and payment is to be made in the watered scrip of OXGN, a speculative biotech
play (see our more detailed take on the terms of the VXGN / OXGN deal).
On the heels of my recent breakdown of «
net -
net»
value play ARCW, I wanted to write a bit more about my experiences investing in
net -
net stocks.
Energy Hunter Resources, Inc., an exploration and production company with a balanced portfolio of oil and natural gas properties located in the Permian Basin and Eagle Ford Shale regions and headquartered in Dallas, Texas (www.energyhunter.energy), announced that it entered into a definitive agreement with Lubbock Energy Partners, LLC to acquire approximately 9,413
net acres located in the San Andres oil
play of the Central Basin Platform portion of the Permian Basin in a 50/50 cash and restricted stock transaction
valued at approximately $ 22.6 million.
Successful problem resolution typically requires openness,
valuing your partners input, working together (
playing on the same side of the
net), following through with agreements and not shaming or blaming your partner if things don't turn out the way you hoped or planned.
The factors underpinning REIT privatization are still at
play, including plentiful capital and the trend of REITs trading at discounts to
net asset
value (NAV), according to Fitch.