قد يعجبك
1. Increased share buyback program 2. Boosted quarterly dividend 3. Announced cash tender to retire debt early at a discount The 🐺 must know that $PBI is generating (and will continue to generate) massive free cash flow for the foreseeable future.
Wow - If enough Priority 1 holders agree - $PBI will be able to retire $75M in debt using $63.75M and will save over $5M a year in annual interest! Smart! investorrelations.pitneybowes.com/node/31196/html
At $1.90, $ALTO has just barely started trading above the price it was at when Bradley Radoff's group disclosed their activist position back on February 24 ($1.87). The market is contradicting itself here. Back in February: 1. The BBB, which substantially extends 45z credits,…
$PBI was trading at $9.10 when Kurt Wolf negotiated his incentive structure. Instead of opting for $3m of shares, he asked for $3m of options with an average strike of $14. This is a bad trade unless he believes the stock is going higher than $23.10. $PBI's convertible note…
$PBI closes below $12 again. On an unrelated note, the newly-appointed CEO (who already has all of his net worth tied up in $PBI) elected to receive 85% of his annual compensation in the form of literal call options that have strikes ranging from $12 to $16.
Check out my latest article highlighting $pbi as a top pick and noting its similarities to how the Gamestop $gme played out in 2021. hiddenrockcapital.substack.com/p/pitney-bowes…
the $PBI story is complex, but all you really need to look at is that despite falling top-line (due to accounting changes + some 'temporary' biz headwinds), EBIT grew $28M and the CEO has enough confidence in that EBIT trend to go all-in on buybacks
Fantastic article out this morning by @JohnHuber72 that everyone should check out!! 😉 substack.com/home/post/p-16…
Excellent article about Kurt Wolf / $PBI. Wolf: "There is so much opportunity at Pitney Bowes, and we have the right business leaders and employees to realize the potential in front of us.” ctinsider.com/business/artic…
Kurt Wolf of $PBI after seeing the Short Interest report in after hours showing that short sellers added nearly 2M shares from 4/30 to 5/15 (17% increase) 🤯
$PBI Lance will get a $750k lump sum and $50k per month for advising til Sep '25... Kurt's annual salary will be $50k with potential performance bonus of $500k. Long term incentive of $3mm at exercise prices of $12/$14/$16. This is a great deal for shareholders!
Happening as predicted $CTRN
$PBI From 12/2024, this article postulates that the "middle mile" of presort and processing is the area most likely to be affected by privatization of USPS mailershub.com/2024/12/privat…
Radoff's group getting two board seats on $ALTO board out of 6 seats. Gilbert Nathan is only board member I have seen purchase shares in the open market. With the new members + Gilbert we'll now have half of the board that has shareholder returns solidly in their focus
More cost savings for $PBI, 168 employees, figure $75k cost for salary + benefits, so savings of $10mm conservatively desmoinesregister.com/story/money/bu…
On $PBI repurchases, my calculations show about 51mm in volume in the past four weeks since the 10k dropped. How much % of the volume are repurchases? 25%? 10%? At 25%, they may be thru $130mm of the $150mm authorization. If only 10% of vol, then maybe only 1/3 of the way thru
$alto upgrade from Craig Hallum today. Anybody have access? /cc @bullsbayretail @Bullstkpicks markets.businessinsider.com/news/stocks/al…
CEO out at $GPRE. Could $ALTO finally be upgrading their CEO? investor.gpreinc.com/news/news-deta…
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