Hudson's Bay Co. HBAYF

RE:Is the fix in?

[Hakim505]

The market has lost faith in HBC's management to monetize their assets. Wework revised the L&T terms back in August. HBC's IR don't know how to communicate properly with investor assuming honest management committed to shareholders. On the other hand, maybe that is the plan to beat the equity down for a management leveraged buyout, then sell L&T and close on other properties.

If one treats HBC and it's Real Estate joint ventures as a REIT the price should be around $30-40 based on FFOX8. Another method would be NOI/5% CAP rate = $27/share in equity. 

The market is full of smar people, the above is based on public info, so why is the share price at $7? potentially economy slowing, HBC failed to monetize those assets at the right time for the right price, management non-transeperancey, conflicting reports on shareholders transactions (lot's of bots generating incorrect news regarding insiders sales - missleading ppl to think insders are selling vs giving shares out as gifts) and the list goes on.

I am long HBC. I think a buyout at $16 a share is the only out from here.