Corey Ostman
Corey Ostman
bring careful deals opportunity waiting
Underwriters are very careful now in how they bring their deals out. They're just waiting for the opportunity to bring their deals forward.
coming deals lower price since stick terms
Since we're coming out of a gap, we would like to see the deals stick with their price ranges. This would show they didn't lower their terms to get the institutions to bite.
course deal expect jump
It is an NYSE deal and of course you don't expect to see a lot of jump with those.
deal huge movement price size sort
For the size of the deal, it did fantastic. That's a huge deal so to get any sort of price movement is great.
deal fairly fast food good portfolio price regional retailers somewhat sort spark
They have a good portfolio of fairly well-known retailers in the fast food market, they're somewhat regional in the South, and that will be enough to spark some interest. But it's not a deal that will see any sort of price movement.
deal product
This is a real company, with a real product and real services. This isn't a speculative deal like a dot.com.
best capital consulting deal firm human instead market people perspective profitable sector value
The human capital sector is very hot. But . . . the market may value this deal as a consulting firm instead of a human capital firm. That's just not the best sector right now. People have the perspective that it's not the most profitable industry.
company deals decent market revenue sort tech
The market for tech deals is sort of on-again, off-again, so you've got to look at the fundamentals that they have decent revenue for a company this size.
This will be very interesting to watch. B2C is still very much out of favor.
huge million sales shares
With 360 million shares you have to (have a huge sales force).
demand odyssey unknown
Odyssey is in wait-and-see mode. It's kind of unknown what the institutional demand will be.
market wants
Semiconductors are not what the market wants to see right now.
Just because of Andreessen, this will get institutions interested.
given imagine investors welcome
Given the skittishness I would imagine a lot of investors would welcome this.