SirConstance a écrit :
Serge Belinski a fait sa réapparition sur CoBF Topic SHLD évidemment Il reconnait sa grossière erreur qu'il n'avait jamais osé avouer aux pigeons de l'IF: "they need to stop the erosion of the net asset value of the company (which, I believe, has been cut by 80% since the start of this thread (...))" Mais il a une lueur d'espoir tout de même: "However, I still believe that when you kill everything that is not profitable and cut the costs, you can manage a profit and hence protect the net asset value of the company. And this is all what we need for that investment to work fine today." "I also strongly believe that there are lots of divisions there that make the asset value much higher than today's stock price (at least 50$ per share on a sum of the parts basis)"
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