Comments on: The Return of the Why-P.O. http://www.thereformedbroker.com/2009/10/23/the-return-of-the-why-p-o/ Just another WordPress weblog Fri, 16 Dec 2011 16:06:08 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Dear Private Equity People: Too Soon Guys, Too Soon « The Reformed Broker http://www.thereformedbroker.com/2009/10/23/the-return-of-the-why-p-o/comment-page-1/#comment-1247 Dear Private Equity People: Too Soon Guys, Too Soon « The Reformed Broker Tue, 27 Oct 2009 13:38:22 +0000 http://thereformedbroker.com/?p=6451#comment-1247 [...] 27, 2009 by Joshua M Brown I wrote about 2 IPOs recently that I felt were hideous in their capital structure and pointless for investors based on their use [...] [...] 27, 2009 by Joshua M Brown I wrote about 2 IPOs recently that I felt were hideous in their capital structure and pointless for investors based on their use [...]

]]> By: Friday links: slick sales pitches | Financial engineering resource center http://www.thereformedbroker.com/2009/10/23/the-return-of-the-why-p-o/comment-page-1/#comment-1246 Friday links: slick sales pitches | Financial engineering resource center Sat, 24 Oct 2009 15:17:03 +0000 http://thereformedbroker.com/?p=6451#comment-1246 [...] The return of the Why-P.O.  (The Reformed Broker) [...] [...] The return of the Why-P.O.  (The Reformed Broker) [...]

]]> By: mike http://www.thereformedbroker.com/2009/10/23/the-return-of-the-why-p-o/comment-page-1/#comment-1245 mike Fri, 23 Oct 2009 22:55:07 +0000 http://thereformedbroker.com/?p=6451#comment-1245 since the 25% annual liquidiation right will most likely come in the form of secondary shares... there will be no dilution, just an increase in market float if you dislike the use of proceeds to pay down debt and to pay off selling shareholders... what options are really left? general corporate purposes? M&A? not defending either IPO, both of which i know very little about, just comments <strong>TRB: every deal is different, but in general, helping someone who knows more about their business than I do sell their shares is not my idea of smart investing. Mature companies who go public in order to pay down debt also don't usually interest me opportunity-wise. </strong> since the 25% annual liquidiation right will most likely come in the form of secondary shares... there will be no dilution, just an increase in market float

if you dislike the use of proceeds to pay down debt and to pay off selling shareholders... what options are really left? general corporate purposes? M&A?

not defending either IPO, both of which i know very little about, just comments

TRB: every deal is different, but in general, helping someone who knows more about their business than I do sell their shares is not my idea of smart investing. Mature companies who go public in order to pay down debt also don't usually interest me opportunity-wise.

]]> By: Friday links: slick sales pitches Abnormal Returns http://www.thereformedbroker.com/2009/10/23/the-return-of-the-why-p-o/comment-page-1/#comment-1244 Friday links: slick sales pitches Abnormal Returns Fri, 23 Oct 2009 16:56:14 +0000 http://thereformedbroker.com/?p=6451#comment-1244 [...] The return of the Why-P.O.  (The Reformed Broker) [...] [...] The return of the Why-P.O.  (The Reformed Broker) [...]

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