RE:RE:RE:RE:RE:AC could just buy Aimia outright Fraudster…just like you…no insults intended…and many thanks for your long winded and thoughtful response. The favour is being returned.
It was flattering to see you mentioned many of the Aeroplan 2.0 innovations that will re-invent the loyalty program industry.
Aimia/Aeroplan is encouraged by your skepticism about these innovations…it is obvious that they will not be part of the new, internal Air Canada loyalty program…if it ever gets off the ground. Even if it does, getting to cruising altitude and staying there for Air Canada will be full of business risk…the type of risk that is the very definition of business stupidity.
Interesting that you are accusing Mittleman Brothers of being "shyster" while you are associated with the bully Air Canada and its gang of thugs.
On the topic of "shyster"…was it not Air Canada that orchestrated this entire fraud of pulling out of Aeroplan and now wanting back in? In…out…in…out…gees…make up your mind.
Oh…actually, you have. It seems from the posts on the Air Canada bullsh!t board that Heist 2.0 is in the works.
Balance sheets? Oh yes, thanks for the reminder. Air Canada has gone bankrupt before so it can certainly appreciate a nice balance sheet when it sees one.
If the "redemption liability is a liability" (uh? sounds redundant but just quoting you…and…double liability = asset), then go elsewhere to find 5 million members who have no points to redeem and see how that goes.
The points that the 5 million Aeroplan members have earned are an asset…it is the hook that keeps the Aeroplan eco-system thriving and provides travel dreams for millions of Aeroplan members that have been saving their points and are ready to use them. It also is an asset that serves as a runway for new innovative services, and global expansion.
Aimia/Aeroplan is a data analytics company that understands the needs of its 5 million members in terms of travel, vacation experiences, shopping habits etc….and…can influence the airline industry, travel industry, and other shopping expenditures.
Air Canada is an airline…not a data analytics company…enough said.
Air Canada did the right thing years ago by spinning-off Aeroplan onto its own. Air Canada's stupidity was not hanging on to any "equity reservation" in Aeroplan…that's another story of stupidity.
Regarding your claimed expertise about "AC investors with sufficient experience will know exactly when to trigger an Aimia short…"…just hope you all don't get caught in a "short squeeze"…and then you all get your shorts in a knot.
With all your talk about balance sheets and assets and liabilities, you sound like an accountant (i.e. bean counter).
Go count some beans and leave the business of running Aeroplan 2.0, which will be an innovative and disruptive loyalty program, to the new CEO, improved BOD, and new shareholders.
Actually, from the smell of it, it seems that you have been eating the beans (and farting around) instead of counting the beans…whoa!
Over in the Aimia/Aeroplan bullboard…it is only the sweet smell of roses!
Bon voyage…Air Canada!
fraudhunter wrote: Justbull, no insult intended, but you are better off sprinkling your bull dust in the Aimia bullboard where you can continue to cheer lead irrational nonsense that bag holders want to believe in. In your own words, continue to "smell the roses", even when a smart investor would be alert in assessing the smell of manure. Cult stock retail investors always quote some "authority". You guys can latch on to the shyster outfit Mittleman Brothers and the $10/share junk and keep repeating it. Get serious. First, AC consortium has no interest in buying Aimia. Secondly, the Aeroplan redemption liability is a liability, not an asset. You clowns don't even understand balance sheets. Seriously, get off this AC board where there are still some folks who understand commercial math, and do your prancing on the Aimia board where facts don't matter.
As for your silly ideas on Aeroplan 2.0 with co branding from a foreign bank/credit card (China)...that tells us that you don't have a clue as to how global financial entities and credit regulations work. Go back to elementary school... aka Aimia bullboard where the koolaid is free.
AC investors with sufficient experience will know exactly when to trigger an Aimia short. Ideas are watched carefully, but not triggered until the hype goes through the roof with the help of bulldust from retail like you.
justbull4u wrote: Good comments fraudhunter...but you are delusional about acquiring Aimia or Aeroplan for anything less that fair value.
Fraudhunter…you are a fraud hiding in plain sight.
Mittleman Brothers explained that fair value would be approx. $10/share for Aimia, or $1 billion - $2 billion for Aeroplan.
Air Canada and its gang of thugs tried...and now you all have sore, deflated balls from the failed attempted heist.
In any event, the Aeroplan 2.0 flight is boarding and it seems that Air Canada has been "bumped" from the flight.
Your recommendation for shorting Aimia will make the Aimia long investors very happy.
When gambling, like you like to do, it is nice to know that you are happily and willingly handing your money over to the Aimia long investors.
However, not sure you will have any friends left with your foolish recommendation to them…unless your fraud includes taking their money as well.
Enjoy the flight...oops...you have been bumped!
fraudhunter wrote: Pairing suggestion: Ratio of 5 shares Aimia short for each share of AC long.
A walk through the Aimia bullboard is a journey through a forest of delusion. Dreams of re-invented loyalty plans that will disrupt the loyalty business ( like Amazon, Netflix...did to other industries..yada,yada). Mittleman valuation.... chances are that those shysters are shorting aimia through their friends' outfits while the retail aimia folks are talking up a storm. Have seen this kind of mania before (retail holders talking themselves up to create facts to support wishful thinking) and it rarely ends well. Posting it here only, for AC longs who want to assess some speculative shorting.
fraudhunter wrote: Zero probability. AC and Aimia on separate paths. Consider paired investment, long AC, short AIM.