Author Topic: Did Kodak Just Go Full Retard?  (Read 2633 times)

BG2008

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Did Kodak Just Go Full Retard?
« on: July 29, 2020, 12:46:37 PM »
Title says it? Thoughts?


rb

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Re: Did Kodak Just Go Full Retard?
« Reply #1 on: July 29, 2020, 01:00:47 PM »

BG2008

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Re: Did Kodak Just Go Full Retard?
« Reply #2 on: July 29, 2020, 01:14:48 PM »
Tendy's all around!  It's FullTard Time!

BG2008

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Re: Did Kodak Just Go Full Retard?
« Reply #3 on: July 29, 2020, 01:15:22 PM »
Frankly, I wish that some of the names that I own would go FullTard

stahleyp

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Re: Did Kodak Just Go Full Retard?
« Reply #4 on: July 29, 2020, 01:20:17 PM »
Remember when they were going to do blockchain and the stock shot up?
Paul

rb

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Re: Did Kodak Just Go Full Retard?
« Reply #5 on: July 29, 2020, 01:25:45 PM »
Frankly, I wish that some of the names that I own would go FullTard
Hahahahhah   ....  Hahahahhaha

That never happens if you're a rational investor or a value investor. In my career I once got a little retard, like 10%-20% retard and I thanked the heaves for it. If I ever get full 100% retard I buy beers for the whole board.

valueinvestor

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Re: Did Kodak Just Go Full Retard?
« Reply #6 on: July 29, 2020, 01:26:48 PM »
I don't think so - on a perfunctory view, it was trading at less than cash per share.

Basically zero optimism priced in, low trading volume, and then this 715M loan revolutionized the prospects of this company.

If the ingredient is really in a shortage, how hard is it to earn 100M to justify TEV?

Literally went from melting ice cube to company with optionality.




valueinvestor

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Re: Did Kodak Just Go Full Retard?
« Reply #7 on: July 29, 2020, 01:28:27 PM »
Just to clarify this 715M will be listed as a liability, but can produce cash flow.

Not sure what people are using to justify a 1.5B valuation though... it's literally pricing it as a full-fledged manufacturer.

BG2008

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Re: Did Kodak Just Go Full Retard?
« Reply #8 on: July 29, 2020, 01:30:36 PM »
Frankly, I wish that some of the names that I own would go FullTard
Hahahahhah   ....  Hahahahhaha

That never happens if you're a rational investor or a value investor. In my career I once got a little retard, like 10%-20% retard and I thanked the heaves for it. If I ever get full 100% retard I buy beers for the whole board.

You once got a little retard or your name got a little retard?  I am not looking to go retard.  I want my name to go a little retard.   

BG2008

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Re: Did Kodak Just Go Full Retard?
« Reply #9 on: July 29, 2020, 01:32:12 PM »
One of the checklist that I want to have in the future is "Can this name potentially go FullTard?"  It is a legitimate question.  If there is a tech, infrastructure, space travel, or something to hook a retail buyer base on, it's an additional feature.