$MNI $NYT notes from Will Thrower
I think that MNI is worth owning in the long haul at these prices but i’m sticking with the phone books for now, disclosure i own a minor position in…
SuperMedia / Dex One Creditor Document $SPMD $DEXO
Here is the big bad document link. Also, I did some analysis for what the unlevered perpetuity would suggest the enterprise value to be worth around 2016. Perpetuity values in…
$AIG warrant math IRR 18% thru 2021
so as of december 11 i was expecting ROI of 20%+ on aig warrants [4:02:44 PM] Glen Bradford: AIG warrants: Expiration: January 19, 2021; Strike: $45 [4:09:17 PM] Glen Bradford:…
hello mittleman brothers $DEXO inst. ownership 100%+
http://www.otcmarkets.com/edgar/GetFilingHtml?FilingID=9081095 <efx_form> <efx_form> UNITED STATES SECURITIES EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Dex One Corporation (Name of Issuer) Common…
$DEXO hello mittlemen brothers, ownership over 100%
http://www.otcmarkets.com/edgar/GetFilingHtml?FilingID=9081095 <efx_form> UNITED STATES SECURITIES EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Dex One Corporation (Name of Issuer) Common Stock…
$DEXO 20% Short position can’t exit through 0.36% freely trading window with 99.64% held by Long non-retail, registered, institutional-type holders
just my notes: have you done any research on the total institutional holdings for SPMD and DEXO now that kyle bass has bought in? i feel like the shares short…
DEX ONE CORPORATION – Robert Mead! 5%
http://secfilings.com/searchresultswide.aspx?link=1&filingid=9075178 SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2) …
$DEXO $SPMD – My Timeline – Starting June 2011
The Bottom Is in for Dex One Corp. on Tue, Jun 21, 2011 • DEXO, GOOG, SPMD • 17 Comments Buffett Would Buy SuperMedia If He Knew About It on Tue, Jun 26, 2012 • DEXO, LEE, SPMD • 17 Comments Super Media Is Best…
March 13, 2013 $DEXO $SPMD Favorite 1,200 Pages Ever!
http://www.otcmarkets.com/edgar/GetFilingHtml?FilingID=9068231 Love the liquidation analysis! Excellent illustration how voting no is stupid. QUESTIONS AND ANSWERS The following are some questions that you, as a stockholder of either Dex One or…
Yellow Media $264M vs my est. $262M in revenue. $141M in EBITDA vs my $128M in EBITDA
This supports my thesis that the CBCA was effectively a default on their equity obligations due to management’s inability to negotiate a crisis extension with creditors and instead hand them…