Author Topic: RCII - Rent-A-Center  (Read 15489 times)

LowIQinvestor

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Re: RCII - Rent-A-Center
« Reply #40 on: April 05, 2018, 11:01:49 AM »


MrB

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Re: RCII - Rent-A-Center
« Reply #41 on: April 06, 2018, 04:27:12 AM »

MrB

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Re: RCII - Rent-A-Center
« Reply #42 on: April 09, 2018, 07:39:52 AM »

LowIQinvestor

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Re: RCII - Rent-A-Center
« Reply #43 on: April 09, 2018, 08:20:32 AM »
"the Company is raising its full year free cash flow guidance from at least $130 million to at least $170 million." 😍

MrB

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Re: RCII - Rent-A-Center
« Reply #44 on: April 09, 2018, 09:30:30 AM »
"the Company is raising its full year free cash flow guidance from at least $130 million to at least $170 million." 😍
http://investor.rentacenter.com/phoenix.zhtml?c=90764&p=irol-newsArticle&ID=2341581

LowIQinvestor

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Re: RCII - Rent-A-Center
« Reply #45 on: April 09, 2018, 11:08:47 AM »
I'm a buyer at this FCF multiple
Aaron's could be a bidder but the fundamentals might justify a higher bid than the last one ( $13 per share)

55% short interest!? Is that right?

BeerBBQ

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Re: RCII - Rent-A-Center
« Reply #46 on: April 09, 2018, 12:27:01 PM »
anyone have any thoughts on why the short interest is so high?

MrB

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Re: RCII - Rent-A-Center
« Reply #47 on: April 10, 2018, 07:14:40 AM »
anyone have any thoughts on why the short interest is so high?
Poorly run business in an industry that's being disintermediated going up against a well run competitor. I can see why someone would short it. The longs would likely generally acknowledge these factors, but feel they're changing.

LowIQinvestor

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Re: RCII - Rent-A-Center
« Reply #48 on: April 10, 2018, 07:59:04 AM »
Yup, RCII is improving.
I'd be scared sh!tless if I were in this crowded short.

Business is better since the $13 bid.

Engaged Capital, Arlington Value, Vintage Capital & maybe Cerberus know it's worth much more than a measly $13.

LowIQinvestor

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Re: RCII - Rent-A-Center
« Reply #49 on: April 10, 2018, 09:14:55 AM »