Post by
Lostinmarket123 on May 05, 2016 10:42pm
dilution is the solution
I think they will sell for shares to collect 5-6 billion and sell a few assets for another 4-5 billion. That will bring the debt to more controlled levels ... there is no way they can increase sales as these are well know products in most markets...so if cost of products is down... they will have to cover somewhere to pay debt as per plan...dilution will mean share price dropping to 15-20 zone but on the long run is good for company ... we will be back in 30-40 in 5-6 years max...
Comment by
botloc01 on May 06, 2016 12:08am
MAN...Why the heck Ackman did not pick you for the CEO? You are a genius...
Comment by
Lostinmarket123 on May 06, 2016 7:27am
thank you for such a lovely thought process .. wish he had a guy like you in his team to give him that idea :-)