Big opportunities for MFT in the USA.?
After $700 Million U.S. Bailout, Trucking Firm Is Shutting Down. Yellow, which received a pandemic loan, is winding down operations ahead of an expected bankruptcy filing. The closure of the company would mean the loss of about 30,000 jobs.
Throwing those numbers around sort of says FPH and MFT still have too much ‘love’ factored in to share price ….in other words over priced (significantly).
Wonder what the price will get down when this collapse/crash talked about on another thread happens.
Anything can be talked mate ...but like they say " Respect is earned and not demanded " ...these stocks have earned the respect of the market over long periods ...they are not 2CC types up 100% down 50% ...lol
Also not all have short memories or vision ...One bad qtr or even an year will not tarnish the reputation and respect of MFT ...now maybe the time when its present value p/e will expand to accomodate future brightness which market knows will come
U were not this negative when EBO lost big chunk of its revenue forever ...but u have bigger fears in your mind about MFT when its readjusting to current realities of logistics business and inflation .
I again highlight here that only Air&Ocean part has bigger readjustments happening ...other two ie Transport and Warehousing will be ok after inflation adjustments effected through out ...revenues are still better then expected ...but not profits as they are under price rises pressures ...which can be recouped if company can pass thru higher costs ...IF they can ...hopefully they can if they have good equation with their customers
Anything can be talked mate ...but like they say " Respect is earned and not demanded " ...these stocks have earned the respect of the market over long periods ...they are not 2CC types up 100% down 50% ...lol
Also not all have short memories or vision ...One bad qtr or even an year will not tarnish the reputation and respect of MFT ...now maybe the time when its present value p/e will expand to accomodate future brightness which market knows will come
U were not this negative when EBO lost big chunk of its revenue forever ...but u have bigger fears in your mind about MFT when its readjusting to current realities of logistics business and inflation .
I again highlight here that only Air&Ocean part has bigger readjustments happening ...other two ie Transport and Warehousing will be ok after inflation adjustments effected through out ...revenues are still better then expected ...but not profits as they are under price rises pressures ...which can be recouped if company can pass thru higher costs ...IF they can ...hopefully they can if they have good equation with their customers
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Originally Posted by Rawz
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