l*****7
发帖数: 8463 | 1 Estimates (RAW)
JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
JCP Debt = $ 5.82 B
JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
If bought at the price of $2.8B, there will be $ 1 B short of getting even
for JCP. |
l*****7
发帖数: 8463 | 2 What's the value of JCP's properties? |
u**********n
发帖数: 8905 | 3 $ 1.58 B ( Current Market Cap)
这一块是可以被操纵的。 |
D******e
发帖数: 11265 | 4 地主少爷好赌成性，已经把祖宅押进去了。
没啥不动产了。就一堆货物了。 |
k******a
发帖数: 2436 | 5 No need to waste your time with JCP. People just appear long JCP but they
are actually shorting JCP as we speak. In many occasions they just hype one
stock then short it.
I am sure someone is expecting a JCP rebound. They must be very mentally
strong to still ignore reality. Maybe they prove them right in the end. But
is the gain worth the risk to fight till the end with a garbage stock on
your side?
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
w*****m
发帖数: 20421 | 6 赞成，一个风险很高的夕阳股，就是能崩回去一些，但现在明明是
下滑趋势，干嘛跟自己过不去啊，搞不好就把自己给送进去了。
one
But
【在 k******a 的大作中提到】
: No need to waste your time with JCP. People just appear long JCP but they
: are actually shorting JCP as we speak. In many occasions they just hype one
: stock then short it.
: I am sure someone is expecting a JCP rebound. They must be very mentally
: strong to still ignore reality. Maybe they prove them right in the end. But
: is the gain worth the risk to fight till the end with a garbage stock on
: your side?
|
S*******i
发帖数: 2018 | 7 不是你这样算的。它的inventory再打折还值些钱，它的地产market value是多少很难
搞清，还有就是JCPENNY这个招牌还有value吗，这些都是问号。我觉得它是问题公司，
但是会有买家感兴趣的。
再说了，象MCP这样明显的scam，不是照样数次发新股圈钱？JCPENNY可是家喻户晓的名
字。
我没投多少，只是ITM covered call随便玩玩。觉得它不会马上破产，也不会很快走出
困境。
even
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
v****r
发帖数: 353 | 8 这都什么乱七八糟的。
even
★ 发自iPhone App: ChineseWeb 7.8
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
k******a
发帖数: 2436 | 9 From a bottle-half-empty type of perspective:
地产market value is zero or very low since 地产 was used as collateral for
the cash loan. JCPENNY这个招牌 worth nothing if they go bankrupt. Do you
still remeber "Circuit City"? inventory再打折 almost means nothing since it
will be on fire sale price.
清，还有就是JCPENNY这个招牌还有value吗，这些都是问号。我觉得它是问: 但是会有
买家感兴趣的。
投多少，只是ITM covered call随便玩玩。觉得它不会马上破产，也不会很快走出
【在 S*******i 的大作中提到】
: 不是你这样算的。它的inventory再打折还值些钱，它的地产market value是多少很难
: 搞清，还有就是JCPENNY这个招牌还有value吗，这些都是问号。我觉得它是问题公司，
: 但是会有买家感兴趣的。
: 再说了，象MCP这样明显的scam，不是照样数次发新股圈钱？JCPENNY可是家喻户晓的名
: 字。
: 我没投多少，只是ITM covered call随便玩玩。觉得它不会马上破产，也不会很快走出
: 困境。
:
: even
|
z***e
发帖数: 5600 | 10 加法做成减法了
Enterprise Value = Net Debt + Market Cap = 4.8B + 1.58B = 6.4B
然后考虑EV / Ebitda, EV / Sales等
even
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
|
|
E*********r
发帖数: 4984 | 11 呵呵，反正玩JCP就是纯粹的赌博，愿赌服输，偶已经准备好这笔钱不要了。但是现在
觉得JCP后发制人的威力很大，看看下个月的Q3再来评论吧，或许那时候的用词就不一
样了。 |
u**********n
发帖数: 8905 | 12 从现在的趋势看，我对Q3不是很乐观。明年应该能反转，回本。
【在 E*********r 的大作中提到】
: 呵呵，反正玩JCP就是纯粹的赌博，愿赌服输，偶已经准备好这笔钱不要了。但是现在
: 觉得JCP后发制人的威力很大，看看下个月的Q3再来评论吧，或许那时候的用词就不一
: 样了。
|
m********o
发帖数: 2088 | 13 Shareholder Value 不是 Market Cap
even
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
E*********r
发帖数: 4984 | 14 看如何解读，而且对未来的展望都是参考因素。话再说回来，现在的股价可能把Q3所有
的负面消息都Price In了。
【在 u**********n 的大作中提到】
: 从现在的趋势看，我对Q3不是很乐观。明年应该能反转，回本。
|
d********2
发帖数: 1042 | 15
agree with you
should look for 2014
【在 u**********n 的大作中提到】
: 从现在的趋势看，我对Q3不是很乐观。明年应该能反转，回本。
|
j*****h
发帖数: 3292 | 16
even
creative calculation
【在 l*****7 的大作中提到】
: Estimates (RAW)
: JCP Cash = $ 1.54B- 0.6B (current quarter loss)= $ 0.94B
: JCP Debt = $ 5.82 B
: JPC Net Cash Balance =$ -5.8B - (+0.94) = $ -4.8 B
: JCP Shareholder Value = $ 1.58 B ( Current Market Cap)
: JCP's True Market Value =$ -4.8 B + 1.58 B=$ -3.8B
: If bought at the price of $2.8B, there will be $ 1 B short of getting even
: for JCP.
|
