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 1 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
16	member 12/17/08 10:46AM RE: Update
The quarterly results were decent - the company generated cash even after the former CEO's severance package. White's military business has the ability to generate free cash flow. The 13D filing from Wynnefield... login to read the rest view available tags
15	member 12/16/08 1:52PM Update
PokeyI wanted to ask you if you would not mind providing an update on WEDC, including your thoughts on: the recent Q4 results, the latest 13D filing by Wynnefield Partners, and the rejection of the... login to read the rest view available tags
14	member 11/18/08 9:06AM RE: follow-up
I would suggest you try to reach Roger Derse and if you can't reach him then you could always try to reach Ed White. As for your questions, I will try to answer them... login to read the rest view available tags
13	member 11/17/08 4:42PM follow-up
I have been unable to reach management, so I'm hoping you have and can answer these questions. Thanks in advance. In re-reading WEDC's press release from October 1, it appears they will sell the entire display... login to read the rest view available tags
12	member 11/04/08 11:07AM From The Deal
Activist hedge fund Wynnefield Capital Management LLC has urged White Electronic Designs Corp. to consider a buyout offer from private equity firm Kahn Capital Management LLC. In a Monday, Nov. 3, 13D filing, Wynnefield attached... login to read the rest view available tags
11	member 11/04/08 8:42AM RE: Kahn #2
Unfortunately I don't have the answers to all of your questions. However, the 13D that Wynnefield filed claims that the $6.05 offer was fully funded. view available tags
10	member 11/03/08 9:37PM Kahn #2
I was in too much of a hurry when I asked my prior question. I was hoping you might know if it's logical Kahn Capital could have the resources to take over this company at... login to read the rest view available tags
9	member 11/03/08 5:12PM RE: Kahn
He is a former Fidelity analyst who has been successful in buying companies. I think that he bought one of the divisions of Remec, turned it around and sold it. I believe he view available tags
8	member 11/03/08 1:35PM Kahn
Who is Mr. Brian Kahn? Know anything about Kahn Capital Management LLC? view available tags
7	member 11/03/08 10:35AM Buyout Offer
Wynnefield Capital reported that the company received a buyout offer for $6.05 per share. Maybe this will speed up the strategic alternative process or at least put a floor in at that level. view available tags
6	member 10/28/08 1:04PM $11 million in orders
The company just put out a press release announcing $4 million in defense orders and also stated that they received $11 million in orders in the past 60 days. "While there is a significant... login to read the rest view available tags
5	member 10/20/08 1:23PM RE: questions
Roc - the $10 million EBITDA number that I alluded to in the write up does not include defense business from the display sector. If you include that, the EBITDA is approximately $13 million. view available tags
4	member 10/19/08 7:38PM RE: questions
My sense is that there will be net proceeds for the divestiture of the display business - my best guess is anywhere from $1 million to $7 million. Sorry for such a wide range.As... login to read the rest view available tags
3	member 10/19/08 5:19PM questions
Thanks for the write-up. EBITDA of $10m for microelectronics assumes an allocation of corporate overhead. If/When the display business is divested, have you asked management what will happen to the allocation being attributed to the... login to read the rest view available tags
2	member 10/19/08 3:54PM RE: Signia
Maggie - thanks for taking the time to read my write up. I agree with your assessment - it is not the company's that are going out of business but the holders of their... login to read the rest view available tags
1	member 10/19/08 1:46PM Signia
Pokey, it's an interesting idea. Any comments on Signia which appears to be largest owner and the position was ~5% of their portfolio whereas less than 1.5% for Wynnefield Partners? I think these... login to read the rest view available tags

load more messages

			2024	2025
Price:	57.00	EPS	0	0
Shares Out. (in M):	41	P/E	0	0
Market Cap (in $M):	2,300	P/FCF	0	0
Net Debt (in $M):	730	EBIT	0	0
TEV (in $M):	3,000	TEV/EBIT	0	0

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.