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#	AUTHOR DATE SUBJECT
27	member 12/28/06 12:23PM any chance you still follow th
I've been an owner since the write-up. It's been a long, strange trip, but I was able to double down in the $4s and $5s several times, even as the company derisked. So,... login to read the rest view available tags
26	member 11/18/04 12:12PM Arb ruling set aside
Good news. I assume this is the $21m award, but the press release is not entirely clear. It says the original ruling was made on January 30, 2004. RC didn't announce the ruling until March... login to read the rest view available tags
25	member 3/08/04 1:34PM Does RC even own the Monitor n
Does RC even own the Monitor name? It's being disputed: http://biz.yahoo.com/ap/040308/mexico_newspaper_2.html view available tags
24	member 3/04/04 11:21AM Cheap, but
Might be a rogue award, but it's troubling. You don't often hear of "runaway arbitrators", a more likely interpretation is bad acts by RC. In the call they mentioned legal issues with the talent for... login to read the rest view available tags
23	member 3/03/04 9:45PM oops
somehow i missed the $21 mm award. ouch. view available tags
22	member 3/03/04 5:39PM ouch
I can't imagine that 20% of RC's value is dependent on one very expensive radio show, but maybe I'm crazy. view available tags
21	member 3/03/04 2:24PM Arb Ruling
What are your thoughts on the Arbitration ruling today? It seems to have really caught the company by surprise considering they had indicated on the call just yesterday that a ruling was not expected... login to read the rest view available tags
20	member 3/02/04 7:29PM Sorry for delay...
The quarter really sucked. Period. And it is hard to get information from them. Which makes me uncomfortable. Having said that, I suppose this is why we try to buy value... login to read the rest view available tags
19	member 3/02/04 11:51AM Same question
I don't normally put too much weight into a quarterly announcement, but I was pretty surprised with the increased level of expenses. Any thoughts Pokey? view available tags
18	member 3/01/04 11:45AM Thoughts Earnings Announcement
What's going on with fattened expenses and debt? thanks view available tags
17	member 10/09/03 3:00PM monitor
pokey, Do you have any update on the arbitration hearing or any other updates regarding Monitor? Thanks. Pat view available tags
16	member 8/26/03 10:50PM It's annoying
but what can you do? I've already bought some more, although buying illiquid stocks in August is always scary! Trades so funky. Bascially traded a million shares after the recommendation and then view available tags
15	member 8/26/03 10:44AM Sloppy Sellers
Who is the sloppy seller(s)? Any reason not to use cheaper prices to bring the position up? -- Doob view available tags
14	member 8/04/03 10:37AM Pokey-AVNNF
Glad to hear it! Just had lunch with CFO. He thinks we're near a low in NG prices. Hope he's right; and they've been pretty good at calling the mkt. The core hedges expire at... login to read the rest view available tags
13	member 8/01/03 6:00PM Thanks Sparky,
If it's any consolation, AVNNF has been one of my bigger positions this year, thanks to you! view available tags
12	member 8/01/03 5:47PM congrats and.....
....darn you. Congrats on winning the contest. Had been meaning to write this up myself, but wasn't sure I could present it well enough to a sophisticated crowd such as this. (And been too busy/lazy... login to read the rest view available tags
11	member 8/01/03 6:35AM Ratings
Pokey, Thanks for the response. I don't mind boring investments, either, but I hate stupidity! Sometimes too much cash can cause problems with managements that don't know how to deploy all that cash wisely. As to ratings,... login to read the rest view available tags
10	member 7/31/03 7:57PM David
David, I think the plan is to be kind of boring, which I would prefer. I know they have learned some lessons over the last two years. I imagine a one-off acqusition here or... login to read the rest view available tags
9	member 7/31/03 7:35PM Future
Pokey, Regarding FCF and the future, what happens once they pay down the debt and distribute a dividend? Do they have any plans to regain market share or expand? It's great that they can generate all that... login to read the rest view available tags
8	member 7/22/03 4:17PM Jazz
Didn't mean it that way at all. Great questions. I like the feedback, critical or not. And I even forgot to put Monitor in the risk section, so I do appreciate it. view available tags
7	member 7/22/03 3:57PM Pokey
thanks for your responses. my questions were not meant to be critical, just trying to confirm my valuations. it's definitely cheap and very interesting. great idea and thanks for posting it... view available tags
6	member 7/22/03 2:41PM Answers pt 2
You are correct. My numbers are a bit off. Here's my analysis -- 2002 (and 2001 is essentially the same for trough discussion purposes) Operating income was 96mm ps. + 108mm ps. in... login to read the rest view available tags
5	member 7/21/03 11:36PM Some answers
The Series A/CPO/ADS relationship just became more complicated as the CPO Trust Agreement was recently amended. However, without getting into too much detail, let me see if I can provide the important facts. ... login to read the rest view available tags
4	member 7/21/03 9:38PM Financial Analysis II
-- my EBITDA multiples EXCLUDE the approximately $3mm of recurring "other Expenses". If this is included above EBIT, I get to multiples of about 8.8x EV/2002 EBITDA Thanks in advance for your responses view available tags
3	member 7/21/03 9:35PM Financial Analysis
Pokey - I have problems tying to your multiples. I can get to $20mm of EBITDA, but then when you add up "other Expenses" below the EBIT line, many of which are VERY RECURRING in nature (about... login to read the rest view available tags
2	member 7/21/03 9:35PM Financial Analysis
Pokey - I have problems tying to your multiples. I can get to $20mm of EBITDA, but then when you add up "other Expenses" below the EBIT line, many of which are VERY RECURRING in nature (about... login to read the rest view available tags
1	member 7/21/03 5:18PM Questions
-- can you explain the Series A / CPO / ADS relationship? Who is entitled to vote? How much of the economic interest and voting interest is controlled by the Aguirre family? -- what happens... login to read the rest view available tags

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			2003	2004
Price:	5.87	EPS
Shares Out. (in M):	0	P/E
Market Cap (in $M):	105	P/FCF
Net Debt (in $M):	0	EBIT	0	0
TEV (in $M):	0	TEV/EBIT

Description

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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.

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