GREY:BXEFF - Post by User
Comment by
samsungjd43xlon Dec 10, 2014 12:39pm
320 Views
Post# 23215289
RE:RE:RE:RE:The Orange End-Game?
RE:RE:RE:RE:The Orange End-Game?I disagree quesea. They're obviously down right now, but they're invested in a great company at a bad time like you say.
Maybe this is not all management's fault but they are partly to blame for the multiple being way less than their peers.
I believe that Orange is going to try to find ways to bring that multiple up and dispose of some non produding assets. What's the use of holding on to those assets if you have debt and they're not contributing to cash flow or current value. BXE has a few of these and they still have tons of assets to fufill their growth plans. Management can be pushed to do more to increase shareholder value.
The last leg down is because of the commodity headwinds. Orange will wait for this to pass and work at ways to bring the share price up. They are activists.