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Rap Sheet

Author:

LongTerm CapGains

Subject:

Off Topic

Date:

07/14/15 at 2:16 PM CDT

 

 

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Sentiment:

Neutral

ALU should deliver decent guidance for the next few quarters

As the restructuring plan continues to bear fruit, strict cost controls and new contracts add a layer of cushion to both revenues and profits, I see ALU outperforming NOK in the short to midterm.  By that I mean growth relative to previous quarters, not absolute profits.  This might add fuel to those who are complaining about the terms agreed to for this merger.  I too believe that if NOK has to take a lower bid for HERE, or does not sell the business unit, it too will add more fuel to that fire.

 

It is far from certain if the complaints will lead to a sweetened bid, but I think the voices of descent will get louder.

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