GREY:ALARF - Post by User
Post by
gvixidon Aug 25, 2016 10:55am
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Post# 25175858
IR
IRI spoke with the IR guy (very pleasant and informative)...he explained in great detail what the problems affecting the SP are. According to him, KMH is the one getting all the attention, but it's actually the one of the 5 investments where he feels there will be a positive resolution in the short term. Market has priced in the increased risk, but they are trying hard to get some good news out before Q3. They don't want to do another deal just for the sake of a deal, and are being extra careful now to minimize further risk. Instead they have been focusing on resolving all the overhangs so that the market will react positively. I suggest anyone interested give IR a call and listen to what he has to say. A lot of info, but it did help me to understand the issues and I feel that good news is not far off.