The Bad and the GoodThe potential for a LT upside IMO is positive for ARF but the current state of affairs with looming litigation and the Brookfield deal to neutralize debt is worrisome to me for the short term risk.
As I look at the Brookfield deal on Sedar (being well aware of Brookfields reputation and historical behavior) it appears that they have a vehicle via warrants to gain far to large a position for my comfort level..
This brings into play the assumption that dividends may not return for the forseeable future as any upside in profits will be a game changer that Brookfield will prey upon.
So much for the bad,and now for some positve !
Myself and my assorted group of investor friends have had much to discuss with the recent market turmoil with ARF- TRE-CMT and the like jumping into the headlines with not the greatest of NR`s.
With ARF the one issue that has the potential to hurt SP quickly is will they report the next quarter on time or delay it for some reason.
If they were to delay reporting it would IMO be a share price killer for an already battered company.
So I sent an E-mail to IR and asked point blank if the quarter will be reported on time .
Here is the response which was in the affirmative .
GLTU in all things.
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There is no intention to delay the release. Have you seen this intention expressed somewhere?
Thanks
Carrie
From: donotreply@broadcast.shareholder.com [mailto:donotreply@broadcast.shareholder.com]
Sent: Friday, September 16, 2011 12:25 PM
To: Carrie Boutcher
Subject: Investor Relations