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Stock版 - JCP
相关主题
悲剧了,早上JCP的order在13.40被fill了现阶段对于JC Penney的总结,纯属自撰,欢迎排砖
次奥,JCP又泥马被赶趴下了。阿可慢要DOUBLE DOWN索罗斯果然是猛人
JCP 明早盘前 ER 值得一玩吗?JCP又跌了
Bill Ackman "may choose to exit J.C. Penney"many hedge funds loading up JCP
JCP盘后放心买JCP吧,由Soros护航
全仓无脑爆乳JCPJCP流通股两天之内全转手了
我恨死那些说jcp要暴涨的人了小青蛙对JCP的分析
JCP 下周要暴跌30%Ackman能在jcp上出错,为啥不会在HLF上出错?
相关话题的讨论汇总
话题: ackman话题: jcp话题: billion话题: pershing话题: value
进入Stock版参与讨论
1 (共1页)
f****r
发帖数: 5118
1
一直没有跟踪了,才发现价格已经跌入俺的法眼了
最近有啥坏消息?
m*********0
发帖数: 1139
2

挺好的一家公司 可惜图形太差

【在 f****r 的大作中提到】
: 一直没有跟踪了,才发现价格已经跌入俺的法眼了
: 最近有啥坏消息?

l**********o
发帖数: 1573
3

大佬联合打击ackman,让其爆仓?
之前有一天跌了10% 说是一个供货商不在继续和他家合作了,后来JCP出来辟谣,但是
无济于事,这两天一直阴跌到现在。
30亿不到,房地产估计都值这些钱吧?

【在 f****r 的大作中提到】
: 一直没有跟踪了,才发现价格已经跌入俺的法眼了
: 最近有啥坏消息?

f****r
发帖数: 5118
4
JCP 拥有的房产就有3 billion?

【在 l**********o 的大作中提到】
:
: 大佬联合打击ackman,让其爆仓?
: 之前有一天跌了10% 说是一个供货商不在继续和他家合作了,后来JCP出来辟谣,但是
: 无济于事,这两天一直阴跌到现在。
: 30亿不到,房地产估计都值这些钱吧?

D******e
发帖数: 11265
5
私有化吧,
这是什么股市?纯粹是个人恩怨角斗场,
再谈什么市场公平就贻笑大方了。
可以买些放着等私有化。
a**h
发帖数: 1085
6
走势太难看,$10再说
l**********o
发帖数: 1573
7

是$4.1 billion 但是是正常运营的状况 不是清算的估值
早些时候的一篇文章
An independent appraisal has come back and it has valued JCP's entire real
estate portfolio at $4.1 billion. Before you get excited about this figure (
given that JCP's current market value is $4.2 billion at the current share
price of $19), remember that bondholders get paid before equity holders. JCP
has $2.6 billion of net debt already, so if you value the company's retail
operations at zero, the net value of the real estate to stockholders is only
$1.5 billion, or $7 per share.
But wait, it gets worse. That $4.1 billion valuation for JCP's real estate
is a "lit value" appraisal, meaning it assumes that the stores remain open.
If JCP were to close its stores and sell the real estate to another retailer
or a commercial real estate developer, then the "dark value" appraisal
comes into play. This number is far lower, at $2.2 billion, according to the
independent work done by JCP's appraiser. The difference accounts for the
fact that a new owner would have to invest a lot of money into the
properties to renovate them for a new tenant.
So, the true value of JCP's real estate portfolio to shareholders is
actually zero, because that $2.2 billion in dark value would not even make
the unsecured debt holders whole. That would come from inventory
liquidations and other asset sales (JCP's inventory last quarter was valued
at $2.3 billion, at full retail price).

【在 f****r 的大作中提到】
: JCP 拥有的房产就有3 billion?
u**********n
发帖数: 8905
8
赌它不破产。
l**********o
发帖数: 1573
9

破产肯定不会
大不了私有化
只是价格跌到什么时候会有人入手
不好猜

【在 u**********n 的大作中提到】
: 赌它不破产。
f****r
发帖数: 5118
10
Ackman成本价$13,大家看着办吧
相关主题
全仓无脑爆乳JCP现阶段对于JC Penney的总结,纯属自撰,欢迎排砖
我恨死那些说jcp要暴涨的人了索罗斯果然是猛人
JCP 下周要暴跌30%JCP又跌了
进入Stock版参与讨论
x***n
发帖数: 2658
11
ha 11进

【在 f****r 的大作中提到】
: Ackman成本价$13,大家看着办吧
l**********o
发帖数: 1573
12

我擦
这厮真是精
成本这么低
难怪跌了这么多
也不用担心的
那至少得到10再说了

【在 f****r 的大作中提到】
: Ackman成本价$13,大家看着办吧
w*********u
发帖数: 392
13
有链接吗?

【在 f****r 的大作中提到】
: Ackman成本价$13,大家看着办吧
f****r
发帖数: 5118
14
Ackman又要换ceo了
f****r
发帖数: 5118
15
索罗斯抛弃 Ackman 了
(Reuters) - Soros Fund Management LLC is withdrawing its money with William
Ackman's Pershing Square Capital Management due to performance, according to
a person close to the matter.
Pershing is in the process of returning the money to Soros, less than $250
million, by early 2014, the person said.
(Reporting By Jennifer Ablan)
http://finance.yahoo.com/news/soros-fund-withdrawing-money-pers
w*********u
发帖数: 392
16
呵,你也够快的啊

William
to

【在 f****r 的大作中提到】
: 索罗斯抛弃 Ackman 了
: (Reuters) - Soros Fund Management LLC is withdrawing its money with William
: Ackman's Pershing Square Capital Management due to performance, according to
: a person close to the matter.
: Pershing is in the process of returning the money to Soros, less than $250
: million, by early 2014, the person said.
: (Reporting By Jennifer Ablan)
: http://finance.yahoo.com/news/soros-fund-withdrawing-money-pers

f****r
发帖数: 5118
17
我一直紧盯 JCP

【在 w*********u 的大作中提到】
: 呵,你也够快的啊
:
: William
: to

D******e
发帖数: 11265
18
No, his cost is $28..
l**********o
发帖数: 1573
19

this sounds about right...

【在 D******e 的大作中提到】
: No, his cost is $28..
w*********u
发帖数: 392
20
有链接没有,这个证据有用处。
相关主题
many hedge funds loading up JCP小青蛙对JCP的分析
放心买JCP吧,由Soros护航Ackman能在jcp上出错,为啥不会在HLF上出错?
JCP流通股两天之内全转手了Billionaire Bill Ackman Takes On The World
进入Stock版参与讨论
f****r
发帖数: 5118
21
都在季报里,自己分析吧,没有现成的

【在 w*********u 的大作中提到】
: 有链接没有,这个证据有用处。
l**********o
发帖数: 1573
22
From Aug. 17 through Aug. 26, Pershing Square accumulated just under 11.6
million shares of Penney at an average cost of about $20.63 apiece, putting
Mr. Ackman just below the 5% threshold requiring stake disclosure. There Mr.
Ackman waited, undetected, for more than a month while evaluating his
target and contemplating the next move. Then, on Sept. 28, the hedge fund
negotiated an over-the-counter "call" option with a counterparty that
allowed it to buy four million shares, between then and Dec. 27, at just $12
.24 apiece. That took his potential ownership to federal filing territory.
Pershing Square paid $12.86 apiece for these options, and because it
exercised them early it pocketed a fee that lowered the average exercise
price to $12.04 apiece, making its total purchase price for those four
million shares $24.90 apiece. Mr. Ackman then, operating in secrecy under
the 10-day window investors are given to file the initial ownership
documents, went on a buying binge. All told, Pershing Square paid about $903
million for its entire Penney position, and just its common stock alone is
already worth more than $1.14 billion following Friday's run-up on the news.
Read more at http://www.insidermonkey.com/blog/andrew-ross-sorkin-is-dead-wrong-about-ackmans-jc-penney-loss-35209/#IGEMe3V1CpsxtEW5.99
------------------------------------------------------
In case you don't know math well enough to understand our calculations,
consider this - last October at the Value Investing Conference Bill Ackman
stated that his average cost of the JCP position is $25 per share (however
this estimate probably includes later purchases by Ackman - some of which
were made when the stock was trading as high as $38 a piece).
Andrew Ross Sorkin is clearly wrong about Ackman's loss in J.C. Penney.
Ackman's initial cost was less than $21. The average cost for Ackman's
entire position is probably less than $25 and that's only because he decided
to triple his initial investment. Ackman's loss from his initial position
is 8%, not 31% as Andrew Ross Sorkin claims. Ackman's loss from his entire
position is 24%, still less than the 31% "estimated" by Andrew Ross Sorkin.
Read more at http://www.insidermonkey.com/blog/andrew-ross-sorkin-is-dead-wrong-about-ackmans-jc-penney-loss-35209/#IGEMe3V1CpsxtEW5.99
-------------------------------------------------
又有正股又有call,不太好算,但是大概应该成本是在$19-$25一股之间吧
所以ackman还是亏了不少的?
f****r
发帖数: 5118
23
今天又掉头暴跌了
1 (共1页)
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相关主题
Ackman能在jcp上出错,为啥不会在HLF上出错?JCP盘后
Billionaire Bill Ackman Takes On The World全仓无脑爆乳JCP
Why J.C. Penney is Worth $191 a Share我恨死那些说jcp要暴涨的人了
ackman有点坐不住了,但是SEC应该也没什么办法吧JCP 下周要暴跌30%
悲剧了,早上JCP的order在13.40被fill了现阶段对于JC Penney的总结,纯属自撰,欢迎排砖
次奥,JCP又泥马被赶趴下了。阿可慢要DOUBLE DOWN索罗斯果然是猛人
JCP 明早盘前 ER 值得一玩吗?JCP又跌了
Bill Ackman "may choose to exit J.C. Penney"many hedge funds loading up JCP
相关话题的讨论汇总
话题: ackman话题: jcp话题: billion话题: pershing话题: value