Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 5 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
21	member 6/08/12 11:48AM Has anyone noticed IDT's cash generation
Almost has a negative EV now -- and does if you assume the $30mm of mortgage debt is non-recourse, which is probably the right way to look at it. Revenues are growing double digits. IDT is monetizing... login to read the rest view available tags
19	member 12/14/11 11:05AM IDT seems overdone
The selloff post IDT's recent earnings release seems significantly overdone, in my opinion. Anyone have any thoughts? view available tags
18	member 10/31/11 10:19AM Any thoughts on the Genie Spin?
Any thoughts on the Genie Valuation post spin? view available tags
17	member 10/07/11 9:14AM Thoughts on recent earnings numbers
Are we going back the old days where management overspends? view available tags
16	member 8/03/11 3:28PM RE: Thoughts on decision to suspend IP spinoff? 15
I'd also be curious to hear updated thoughts, once again it is trading at a good discount to the cash + telecom + energy resale + implied valuation of shale value. view available tags
15	member 6/20/11 9:53PM Thoughts on decision to suspend IP spinoff?
view available tags
14	member 6/14/11 3:39AM RE: Thoughts on the most recent quarter?? 13
HB190, others, I would appreciate any thoughts you might have. view available tags
13	member 3/15/11 5:30PM Thoughts on the most recent quarter??
Cash generation certainly looked great and Telecom held up well, but were you surprised by margin compression in IDT Energy? Management noted a desire to garner new customers and reduce churn -- this means lower... login to read the rest view available tags
12	member 12/10/10 11:34AM RE: RE: RE: RE: RE: Short thesis on IDT 6
jdr - still short IDT? I hope my thesis compelled you to cover. view available tags
11	member 12/02/10 6:38AM Fortune article 10
It's Not Just BusinessNeil Weinberg, 12.20.10 Howard Jonas' fortunes tend to swing in billion-dollar increments. A dreamer, always working a new angle, Jonas created telecom provider IDT two decades ago and, in a stroke... login to read the rest view available tags
10	member 11/16/10 2:51AM Fabrix news 9
Some of these call options are going in the money much sooner than we thought. By Todd Spangler -- Multichannel News, 11/15/2010 12:01:00 AM Israeli startup Fabrix.TV, majority owned by telecommunications and energy provider IDT, is one of... login to read the rest view available tags
9	member 11/15/10 6:12PM Rothschild and Murdoch investing in Shale 8
Rothschild and Murdoch buying into the oil shale part of Genie (excluding the energy marketing) at a $200mil valuation. So that's $10/share for shale, which we were assigning $0 of value to. PLUS Telecom, PLUS Energy... login to read the rest view available tags
8	member 11/09/10 9:01PM Shale 7
We are giving shale zero value, but in reality these guys are moving full speed ahead with testing it with very large potential upside. Below is a recent article describing progress there. The math on 100,000... login to read the rest view available tags
7	member 11/09/10 7:04PM RE: RE: RE: RE: RE: Short thesis on IDT 6
There is no question that consumer phone services is shrinking and ultimately going away. The stability in telecom ebitda was despite the headwind of contracting consumer phone profits, so the platform part of the business... login to read the rest view available tags
6	member 11/09/10 5:25PM RE: RE: RE: RE: Short thesis on IDT 5
Hey Pat - the Consumer telco biz is the essentially a network-less CLEC selling to the consumer market. They offer bundled local and long distance services to residential customers in 11 states. This is churning... login to read the rest view available tags
3	member 11/09/10 1:59PM RE: Short thesis on IDT 2
jdr, I appreciate the reply and it's very useful for both of us to see the other side of the argument. On several points I have to disagree; I certainly wouldn't want to be short this as... login to read the rest view available tags
1	member 11/09/10 9:27AM Correction
1) STi, the IDT Telecom comp, is owned by Leucadia, not Loews 2) Trauber just left UBS and is now at Citigroup view available tags

load more messages

			2020	2021
Price:	50.89	EPS	0	0
Shares Out. (in M):	29	P/E	0	0
Market Cap (in $M):	1,476	P/FCF	0	0
Net Debt (in $M):	-105	EBIT	0	0
TEV (in $M):	1,371	TEV/EBIT	0	0
Borrow Cost:	General Collateral

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.