Archived posting to the Leica Users Group, 2011/09/29

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Subject: [Leica] Kodak in trouble? What does this mean for Leica?
From: robertmeier at usjet.net (Robert Meier)
Date: Thu, 29 Sep 2011 21:09:04 -0500 (CDT)
References: <63C28AFB-46A8-4F3A-ABD1-D58A638C0660@mac.com> <4E84E6E0.4090508@cox.net> <CAH1UNJ2uj+w=MoofcU4yEFApUNdM652-3CCr2qGAccQ=DLRREA@mail.gmail.com> <20110929213658.353c4584@linux-pfy5.site> <CAH1UNJ22Q7q40JcraOxzWMwns4pr-PXu9vos3T8tGGqiU1nD=A@mail.gmail.com> <CA11ABD3-0995-4E40-B93F-9CC1765E693A@usjet.net> <CAH1UNJ0y_gu4c_LCz_vjHryb13buLkKbE3ja7ZnbC3uNSQxrAQ@mail.gmail.com>

Jayanand,

I bow to your much greater knowledge of all this.

Thanks,
Robert

On Sep 29, 2011, at 8:59 PM, Jayanand Govindaraj wrote:

> Robert,
> A little higher price for the share in the secondary market still does
> nothing to solve the company's cash flow problems. That is only  
> solved by
> issuing new shares in the primary market. If the new shares are  
> issued by
> means of a 'Rights Issue" - where existing shareholders are given a  
> right to
> buy new shares in proportion to their existing holdings - the price  
> is again
> irrelevant because all existing shareholders will continue holding  
> the same
> percentage of equity shares as before in the company, and therefore  
> their
> degree of ownership in the company does not change.
>
> When a company buys back shares it is reducing the supply of shares
> outstanding by using cash it has on the balance sheet. The logic is  
> that
> with lesser number of shares outstanding, and the valuation of the  
> company
> static, each outstanding share would be worth more - in other words  
> the
> remaining shares would be increasing their percentage holding (and  
> therefore
> ownership) in the company. IMHO, just distributing cash back to the
> shareholders by means of a dividend is usually a much better economic
> solution to excess cash than share buybacks (which are good for CEO  
> ego and
> little else).
>
> Cheers
> Jayanand
>
> On Fri, Sep 30, 2011 at 7:18 AM, Robert Meier  
> <robertmeier at usjet.net> wrote:
>
>> But that raises the price of the shares, just as when a company  
>> buys back
>> its own shares from the secondary market.
>>
>>
>>
>> On Sep 29, 2011, at 8:40 PM, Jayanand Govindaraj wrote:
>>
>>  Phil,
>>> You are not keeping them alive - buying shares in the secondary  
>>> market is
>>> akin to buying second hand Leica equipment - nothing flows into the
>>> company's coffers. This is a pure sefish profit play!
>>> Cheers
>>> Jayanand
>>>
>>> On Fri, Sep 30, 2011 at 7:06 AM, Phil Forrest
>>> <photo.forrest at earthlink.net>**wrote:
>>>
>>>  I was thinking the same thing. Even a few hundred shares  
>>> wouldn't be
>>>> a big loss at this point but if they regained shareholder  
>>>> confidence a
>>>> little bit of profit could be made. Or maybe just the good  
>>>> feeling of
>>>> possibly helping keep them alive.
>>>>
>>>> I'd like to hear what Leica is thinking regarding this matter.
>>>>
>>>> Phil Forrest
>>>>
>>>>
>>>>
>>>> On Fri, 30 Sep 2011 06:59:39 +0530
>>>> Jayanand Govindaraj <jayanand at gmail.com> wrote:
>>>>
>>>>  Maybe it is worth a little flutter at $1.69....hardly any  
>>>> downside,
>>>>> maybe a much bigger upside depending on what happens.
>>>>> Cheers
>>>>> Jayanand
>>>>>
>>>>> On Fri, Sep 30, 2011 at 3:15 AM, Ken Carney <kcarney1 at cox.net>  
>>>>> wrote:
>>>>>
>>>>>  $1.69, from $30 ~four years or so ago.  Sounds like something I
>>>>>> would own :(
>>>>>>
>>>>>> Ken
>>>>>>
>>>>>> On 9/28/2011 8:56 PM, George Lottermoser wrote:
>>>>>>
>>>>>>  <http://247wallst.com/2011/09/****24/kodak-its-credibility- 
>>>>>> **gone-**<http://247wallst.com/2011/09/**24/kodak-its- 
>>>>>> credibility-gone-**>
>>>>>>> now-had-viability-trouble/<
>>>>>>>
>>>>>> http://247wallst.com/2011/09/**24/kodak-its-credibility-gone-**
>>>> now-had-viability-trouble/<http://247wallst.com/2011/09/24/kodak- 
>>>> its-credibility-gone-now-had-viability-trouble/>
>>>>
>>>>>
>>>>>
>>>>>>>>
>>>>>>> Regards,
>>>>>>> George Lottermoser
>>>>>>> george at imagist.com
>>>>>>> http://www.imagist.com
>>>>>>> http://www.imagist.com/blog
>>>>>>> http://www.linkedin.com/in/****imagist<http:// 
>>>>>>> www.linkedin.com/in/**imagist>
>>>>>>> <http://www.linkedin.com/in/**imagist<http://www.linkedin.com/ 
>>>>>>> in/imagist>
>>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>> ______________________________****_________________
>>>>>>> Leica Users Group.
>>>>>>> See
>>>>>>> http://leica-users.org/****mailman/listinfo/lug<http://leica- 
>>>>>>> users.org/**mailman/listinfo/lug>
>>>>>>> <
>>>>>>>
>>>>>> http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>>>>>> users.org/mailman/listinfo/lug>
>>>>> for
>>>>
>>>>> more information
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>> ______________________________****_________________
>>>>>> Leica Users Group.
>>>>>> See
>>>>>> http://leica-users.org/****mailman/listinfo/lug<http://leica- 
>>>>>> users.org/**mailman/listinfo/lug>
>>>>>> <
>>>>>>
>>>>> http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>>>>> users.org/mailman/listinfo/lug>
>>>>> for
>>>>
>>>>> more information
>>>>>>
>>>>>>
>>>>> ______________________________**_________________
>>>>> Leica Users Group.
>>>>> See http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>>>>> users.org/mailman/listinfo/lug>for more information
>>>>>
>>>>
>>>>
>>>> ______________________________**_________________
>>>> Leica Users Group.
>>>> See http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>>>> users.org/mailman/listinfo/lug>for more information
>>>>
>>>>
>>> ______________________________**_________________
>>> Leica Users Group.
>>> See http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>>> users.org/mailman/listinfo/lug>for more information
>>>
>>
>>
>> ______________________________**_________________
>> Leica Users Group.
>> See http://leica-users.org/**mailman/listinfo/lug<http://leica- 
>> users.org/mailman/listinfo/lug>for more information
>>
>
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In reply to: Message from imagist3 at mac.com (George Lottermoser) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from kcarney1 at cox.net (Ken Carney) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from photo.forrest at earthlink.net (Phil Forrest) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from robertmeier at usjet.net (Robert Meier) ([Leica] Kodak in trouble? What does this mean for Leica?)
Message from jayanand at gmail.com (Jayanand Govindaraj) ([Leica] Kodak in trouble? What does this mean for Leica?)