RE:Yellow seems to be hugely under valuedTwo comments.
One is they will have around $80 million at the end of Q2, this is after they pay the debentures.
Two is they generated about $123 million in EBITDA over the past 4 quarters. Unfortunately this is declining along with their revenues, but the "am I missing something" part is the market's projection of the decline. Right now the market is saying, roughly, they will have another 50% drop in revenues.