Corey Ostman
Corey Ostman
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.
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.
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.
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.
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.
gets given last market slow slower start year
Every year the IPO market gets off to a slow start, and given last year's performance, it should get off to an even slower start this year.
again good last reasonably run technology wait
Technology had a reasonably good run on the Nasdaq last weekend, but once again it's really wait and see how they price.
Just because of Andreessen, this will get institutions interested.
market wants
Semiconductors are not what the market wants to see right now.
demand odyssey unknown
Odyssey is in wait-and-see mode. It's kind of unknown what the institutional demand will be.
This will be very interesting to watch. B2C is still very much out of favor.