GLD Call Option Spread GLD

January 18, 2012 - 1:37pm EST by

member

						2012	2013
Price:		160.00		EPS		$0.00	$0.00
Shares Out. (in M):		425		P/E		0.0x	0.0x
Market Cap (in $M):		67,000		P/FCF		0.0x	0.0x
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT		0.0x	0.0x

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#	AUTHOR DATE SUBJECT
9	member 12/01/19 9:16PM CEO Change
What is the skuttlebutt around the second CEO change in five months (if you ignore the interim CEO we are getting from now until February next year which would make it three CEO changes)? How much... login to read the rest view available tags
8	member 10/31/19 11:44AM Re: Re: Re: Re: any thoughts post tender? 7
Any updated thoughts here? Valueact just reduced stake to 2.7%. New management does appear to be somewhat inept, somehow including two rate increases in their original '19 EPS guidance when rate cuts were clearly predicted by... login to read the rest view available tags
7	member 8/21/19 6:56AM Re: Re: Re: any thoughts post tender? 6
I fully agree regarding the SYF synergies but I don’t think ValueAct or you and I would take a 30% premium here paid mostly through SYF stock. I have been traveling so not in front... login to read the rest 3 view available tags
6	member 8/20/19 10:29PM Re: Re: any thoughts post tender? 4
DO EM GO, I agree this was a botched tender, but I wonder if letting the market know how many shares were put up (~3x the offer size) was deliberate? Mgmt. kept $350mn in dry... login to read the rest view available tags
4	member 8/20/19 4:09PM Re: any thoughts post tender? 3
I thought the PR telling market how much was tendered beyond the 148 price was awful. They basically told market that 15M are for sale below 162. Not sure why they did that. Seems with... login to read the rest 1 view available tags
1	member 8/05/19 9:32AM Declining ROAs
Hi Rickey, we had a very similar thesis a couple years ago. A few things we got wrong: 1) ROAs are declining significantly at legacy clients. You can see this in "servicing fees, net" (difference between finance... login to read the rest 3 view available tags

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