NRE Friday close | CLNY Message Board Posts

Colony Capital, Inc.

  CLNY website

CLNY   /  Message Board  /  Read Message

 

 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board
Msg  8147 of 8666  at  6/14/2019 5:52:37 PM  by

LT2


 In response to msg 8146 by  dar200
view thread

Re: NRE Friday close


In my opinion, the prospect of them trying and build the REIT from here is why the price is tanking. What else is the market supposed to surmise in the face of absolutely no news? Not distributing the pile of cash they're sitting on also supports this narrative. Nia, Feldman, and Ross are conflicted with shareholders, they want future gainful employment but the sale of the assets may force them out. Yes, they will be handsomely compensated upon sale, but they are young guys and the gravy train will stop. Conflicted, conflicted, conflicted.

The looming June deadline with CLNY is the only hope we have of a near term resolution, but this can be easily moved as we've seen before. I really hope I'm wrong and a deal to sell everything, at a price close to NAV, happens in June. But we could see a much longer process that enriches management and hurts shareholders. Where are the heavy hitters??? Don't they have a fiduciary responsibility to push NRE??? or maybe they're just fed up and selling as Dar's closing price list suggests.



     e-mail to a friend      printer-friendly     add to library      
| More
Recs: 2     Views: 178
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board

Replies
Msg # Subject Author Recs Date Posted
8148 Re: NRE Friday close octopusink 2 6/14/2019 6:23:36 PM


About Us  •  Contact Us  •  Follow Us on Twitter  •  Members Directory  •  Help Center  •  Advertise
Not a member yet? What are you waiting for? Create Account
Want to contribute? Support InvestorVillage by donating
© 2003-2019 Investorvillage.com. All rights reserved. User Agreement
   
Financial Market Data provided by
.


Loading...