Knightsbridge Tankers q VLCCF S W

June 16, 2005 - 11:48am EST by

member

						2005	2006
Price:		39.40		EPS
Shares Out. (in M):		0		P/E
Market Cap (in $M):		673		P/FCF
Net Debt (in $M):		0		EBIT		0	0
TEV (in $M):		0		TEV/EBIT
Borrow Cost:		NA

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7	member 7/14/20 11:52AM old CEO
thanks for the write up. do you know the story with the old CEO. AN announced she is not coming back. Does Jackson have a problem keeping talent? the whole situation seems wierd to me. view available tags
6	member 7/09/20 8:39PM Re: Re: Re: Re: PAG also a laggard 5
Yes, I think that’s right. Bottom-line: we think it's cheap enough to own here given the attractive risk/reward and our view that there is upside to consensus estimates, but we think the ideal outcome would be activist involvement. That would not... login to read the rest view available tags
5	member 7/09/20 2:57PM Re: Re: Re: PAG also a laggard 4
Appreciate the response. If I am interpreting correctly, you believe that the persistent underperformance is going to frustrate shareholders, who will start nudging for change? Seems like a theoretically logical argument, but a weak one... login to read the rest view available tags
4	member 7/09/20 2:00PM Re: Re: PAG also a laggard 2
It's a fair question and one that we're focused on---why would CEO Mike Jackson change? we think that given the strong performance of AN's peers, if they don't start improving disclosure and explaining their strategy to... login to read the rest 1 view available tags
3	member 7/09/20 1:49PM Re: PAG also a laggard 1
I think PAG's underperfromance likely is because that it is 50% international and truck, which is why I didn't reference it in the writeup directly as a pure play peer to AN. I think that PAG is... login to read the rest 1 view available tags
2	member 7/09/20 1:25PM Re: PAG also a laggard 1
Thank you for the write-up. It sounds like part of the thesis is better disclosure/communication--why is that going to happen? Are people getting tired of Mike Jackson? Also, do you have sense of the real... login to read the rest 1 view available tags
1	member 7/09/20 1:17PM PAG also a laggard
Interesting idea Inflection99. Do you have any thoughts as to why Penske Automotive has also significantly lagged LAD / SAH / ABG / GPI? Also, does the market simply view Autonation as the leading "brick-and-mortar" victim of view available tags

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