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Josh Zachariah Message

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  • joe sod 2014-04-05 10:39
    I also am a Tesco investor, and to add to that I have also invested in Morrisons. I am down alot on both maybe 15-20%. I am a bit surprised at the continued weakness in the share price any bad news really drives down the share price even though they already at all time lows. Maybe shareholders are giving up on these and selling because they dont know where the shares will end up. However i think the market is being extremely negative now on this sector despite the fundamentals. The financial sector in general has been exceptionally negative on the british supermarkets
  • Cap2c 2012-10-25 20:04
    pepper999: I remember reading something related to that in their most recent
    conference call, but I'm not too family with the particulars.
    Was just wondering if you had dug into this as I'm not really clear on the implications of BRK and Fairfax exercising the conversion rights at $11 something per share.  Would not really like to see BRK swallow USG in the near term because I think USG shares could perform better over the long run as a stand alone company.
  • Cap2c 2012-10-25 17:02
    Hey Josh - Is my understanding that USG has the right to call the 10% debt to BRK and Fairfax financial at end of 2013.  Certainly less costly financing can be had.  Do you have a good grasp on the conversion rights and if the company can call the debt before conversion can be exercised?
  • storminnormin 2012-10-04 12:53
    pepper999: No the dividend wasn't suspended, I did receive mine (net of the 30% french tax). As far as buying, the otc stock vivhy is available on US exchanges.
    Where can I get the current dividend information? It seems to have been deleted on all the finance sites I use.
  • storminnormin 2012-10-03 11:13
    Hi Josh,

    Are you still an owner on Vivendi? was the dividend suspended? How would one purchase shares today?
  • ABAKRE 2012-08-15 06:47
    pepper999: It doesn't show up in the 13F because its a foreign holding. See Vivendi annual report and search "baupost"
    Hi VIVHY turned out to be an excellent buy and has done very well so far. What's your price target for it?
    thnx.
  • ABAKRE 2012-05-12 16:30
    Josh: I don't see Seth Klarman buying Vivendi in this latest 13f filing...where are you getting this information from.  Pls provide link. Thnx.
  • charles.wilton 2011-03-25 06:18
    Josh  Can;t seem to get graham Papers article...wont let me register..how can i get it?..cheers and keep up the good writing.
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