tag:blogger.com,1999:blog-7294165939647321702.post8037796016268398089..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Data Group's Debt Doesn't Reflect Improved PerformanceSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-85926909207212692372015-05-18T18:34:34.441-04:002015-05-18T18:34:34.441-04:00Hi Anon,
I thought it was a very poor quarter, an...Hi Anon,<br /><br />I thought it was a very poor quarter, and now I understand why a new CEO was brought in.<br /><br />The backing of the rights offering suggests the new manager has confidence in the equity, so hopefully he's able to improve the situation.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-19283729292377572562015-05-09T17:10:19.467-04:002015-05-09T17:10:19.467-04:00Saj, thanks for the article. DGI stock and debent...Saj, thanks for the article. DGI stock and debenture dropped significantly the day after the the company released Q1 results, which shows negative EPS and only mild debt repayment. Has the thesis changed for you?<br /><br />Also, do you have any thoughts on the rights offering in which the CEO signed a standby agreement to absorb any shares not bought up by investors?<br />Anonymousnoreply@blogger.com