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Avoid This Trucking Stock

By CAPS' Weekly Top Stock Idea | More Articles
June 29, 2011 | Comments (3)

This Week's Pitch:
[YRC Worldwide] was a 2.5 Bagger in four days, rising from $0.60 to $1.60 yesterday, before retreating back to $1.14 today. [YRC Worldwide] actually has a lot of assets and after renegotiating with the Unions I actually thought they may have had a chance. $4.3 billion in sales and a $75 million market cap is fairly tempting and I can see where it bears some investigation. The bottomline, however is that [YRC Worldwide] continued to signal that it is unlikely to dig its way out.

Part of the agreement with unions and bondholders ended up being dilution to the point that stockholders had only a few percent, at best, of any equity left. Losses continue to mount and [YRC Worldwide] has a net negative stockholder equity of $285 million. With bankruptcy still possible and a negative book value and only 2.5% of the shares left in stockholders hands, a 2.5X 4 day rise in share price should not have occurred.

Some equities facing bankruptcy get new financing as investors/banks, etc, don't want to own the company by foreclosing and they balance their risk reward between letting a company run or taking what is left. Regardless to how it plays out, the shareholders have nothing left. A few [companies] with decent assets have survived and help fuel the speculators, (GGP, Pilgrim's Pride, etc). Finding company's where the assets can be realigned and [there] is sufficient equity for the stockholders is rare and neither of these two plays appears to have the attributes, although [YRC Worldwide] might have a year ago if someone didn't dig all the way into the books.

Speculation is one reason that we don't have an efficient market, and it is only getting worse. Evergreen Solar, Inc and [YRC Worldwide] are wrestling to stay out of bankruptcy yet their stock prices dramatically change the market cap in a few short trading hours.

If you decide to participate in these moves then don't be surprised if you're the one left without a chair and sorely limited ass-ets.

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http://www.fool.com/investing/small-cap/2011/06/...rucking-stock.aspx

 

 

 

Aber hier ein Leserkommentar:

I think Motley is all washed up on this one. Yrc is bringing back their Teamster workforce, and Holland has adds in every market for employees. New Truck orders have been placed, and they are rolling in to service centers daily.....Customers are sick of hearing the scab carriers cry doom and gloom..... Folks..... Motley is the fool here,

Ich denke, Motley ist(mit seinenAnalysen) hier gescheitert! YRC holt gerade seine Teamster Belegschaft wieder zurück und Holland sucht in Anzeigen neue Mitarbeiter. Truck-Bestellungen werden getätigt, und sie rollen täglich in die  Service-Center... Die Kunden sind es satt , sich die Weltuntergangsszenarien der Streikbrecher-Spediteure anzuhören. Leute, Motley ist hier der Narr!

Armin71 schreibt jetzt in Amerika Kommentare? Hier fehlen aber die Frachtzahlen.

 

 Extended Hours        1.14      -0.08 (-6.56%)     14,600

                           Last Trade                                   Volume

 

Kleine Blöcke ins Bid, große Blöcke gehen ins Ask. Mit den kleinen 100er Blöcken wird der Kurs gedrückt um dann mit den fünfstelligen Blöcken aus dem Ask gekauft.
Denke auf Sicht geht es hier weiter rauf. Da kauft sich jemand über die Börse in größeren Stückzahlen ein, meine Vermutung. Schaun wir mal übernächste Woche...  

geht es nur noch nach Norden.  

poelsi, in ein paar Tagen kann sich derjenige richtig einkaufen, denn dann werden
1.500 000 000 neue OS ihm zur freien Verfügung bereitgestellt.  

 

6-29...52316
6-30...57001,

http://www.truckingboards.com/forum/yrc/...

sieht aus als yrcw immer mehr Kunden bekommt.

Hoffe die Quartalszahlen oder ein Zwischenbericht kommt noch vor der Rekapitaliserung

 

heute schön was los in us

in usa isz was los,,hier nicht...geniessen alle ihre kurzfristigen gewinnne?????????????  

http://www.finanznachrichten.de/...rc-and-trucking-management-020.htm

...damit man weiß, worum's darin geht, Schaunwirmal...

zu alten Tiefs  

July 8, 2011
Christopher C. Wren Named Senior Vice President and Treasurer of YRC Worldwide

OVERLAND PARK, Kan., July 8, 2011 /PRNewswire/ -- YRC Worldwide Inc. (NASDAQ: YRCW) today announced that Christopher C. Wren has been named senior vice president and treasurer for the corporation. Most recently, Wren served as president of the consulting firm Power I.T., LLC. Previously, he was vice president of corporate development for H&R Block; vice president of product development for Positive Networks, Inc.; and served in a variety of roles with increasing responsibility at Sprint Corporation. Wren began his career as an attorney at the Kansas City law firm of Polsinelli, White, Vardeman & Shalton, P.C.

"I've had the pleasure of working with Topher over the years and I am confident he is the right person to lead the treasury area," said Bill Trubeck, interim executive vice president, chief financial officer of YRCW. "His expertise in operations, technology and legal, along with his proven ability to quickly develop strategic relationships, see the big picture and provide effective solutions -- makes him a perfect choice for this position."

About YRC Worldwide

YRC Worldwide Inc., a Fortune 500 company headquartered in Overland Park, Kan., is a leading provider of transportation and global logistics services. It is the holding company for a portfolio of successful brands including YRC, YRC Reimer, YRC Glen Moore, Reddaway, Holland and New Penn, and provides China-based services through its Jiayu and JHJ joint ventures. YRC Worldwide has the largest, most comprehensive less-than-truckload (LTL) network in North America with local, regional, national and international capabilities. Through its team of experienced service professionals, YRC Worldwide offers industry-leading expertise in heavyweight shipments and flexible supply chain solutions, ensuring customers can ship industrial, commercial and retail goods with confidence. Please visit www.yrcw.com for more information.

Media Contact:
                
§
Suzanne Dawson
                
§
                
§
Linden, Alschuler & Kaplan
                
§
          

212-329-1420§
                
§
          

sdawson@lakpr.com§
                    
           

§
SOURCE YRC Worldwide

News Provided by Acquire Media

http://investors.yrcw.com/releasedetail.cfm?ReleaseID=590233  

"...the Company [YRCW] executed a commitment letter (the “Commitment Letter”) with JPMorgan Chase Bank, N.A. (“JPMCB”), J.P. Morgan Securities LLC (“JPM Securities” and together with JPMCB, the “JPMorgan Bank Parties”), The Catalyst Capital Group Inc. (on behalf of the funds managed by it) (“Catalyst”), Cyrus Capital Partners, L.P. (“Cyrus”) and Owl Creek Investments I, LLC (“Owl Creek” and, together with Catalyst and Cyrus, collectively, the “Steering Group Commitment Parties” and, together with the JPMorgan Bank Parties, the “Commitment Parties”) in which
(i) the Steering Group Commitment Parties committed to provide a $175.0 million senior secured first-out term facility (the “First-Out Facility”) and a $225.0 million senior secured last-out term facility (the “Last-Out Facility” and, together with the First-Out Facility, the “ABL Facility”), and
(ii) JPM Securities agreed to structure and arrange the ABL Facility and use commercially reasonable efforts to syndicate the Last-Out Facility. The proceeds of the ABL Facility will be used to refinance the Company’s current asset-backed securitization facility (the “Existing ABS Facility”), to cash collateralize letters of credit outstanding under the Existing ABS Facility, to provide working capital and for other general corporate purposes...."
http://investors.yrcw.com/secfiling.cfm?filingid=1193125-11-185082

YRC Worldwide Obtains Commitments for $400 Million Asset-Based Loan Facility
-- Significant milestone reached as company moves toward closing its financial restructuring plan

OVERLAND PARK, Kan., July 11, 2011 /PRNewswire/ -- YRC Worldwide Inc. (Nasdaq: YRCW) announced today it has obtained commitments for a three-year, $400 million asset-based loan (ABL) facility that will replace the company's existing asset-backed securitization (ABS) facility. Commitments for the ABL facility comply with the agreements reached April 29, 2011, with key stakeholders providing for their support of the company's financial restructuring plan.

"Replacing the ABS facility with this new facility should improve the company's liquidity," says John Lamar, chief restructuring officer and lead director of YRC Worldwide."  That helps support our industry's seasonal pattern of revenues and provides the financial flexibility and run room we need to grow the business."

Lamar says YRC Worldwide remains on track to close the restructuring later this month.

Forward-Looking Statements:

This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The words "would," "anticipate," "expect," "believe," "intend" and similar expressions are intended to identify forward-looking statements. It is important to note that any restructuring will be subject to a number of significant conditions, including, among other things, the satisfaction or waiver of the conditions contained in the definitive agreements related to the restructuring and the lack of unexpected or adverse litigation results. The company cannot provide you with any assurances that the conditions contained in the definitive agreements related to the restructuring will be satisfied or that the restructuring can be completed in the timeframes required under the company's various agreements with its stakeholders. The company cannot provide you with any assurances that any restructuring can be completed out-of-court or whether the company will be required to implement the restructuring under the supervision of a bankruptcy court, in which event, the company cannot provide you with any assurances that the terms of any such restructuring will not be substantially and materially different than any description in this news release or that an effort to implement an in-court restructuring would be successful. In addition, even if a restructuring is completed, the company's future results could differ materially from any results projected in such forward-looking statements because of a number of factors, including (among others), the effect of any restructuring, whether out-of-court or in-court, may have on the company's customers' willingness to ship their products on the company's transportation network, the company's ability to generate sufficient cash flows and liquidity to fund operations, which raises substantial doubt about the company's ability to continue as a going concern, inflation, inclement weather, price and availability of fuel, sudden changes in the cost of fuel or the index upon which the company bases its fuel surcharge, competitor pricing activity, expense volatility, including (without limitation) expense volatility due to changes in rail service or pricing for rail service, ability to capture cost reductions, changes in equity and debt markets, a downturn in general or regional economic activity, effects of a terrorist attack, labor relations, including (without limitation), the impact of work rules, work stoppages, strikes or other disruptions, any obligations to multi-employer health, welfare and pension plans, wage requirements and employee satisfaction, and the risk factors that are from time to time included in the company's reports filed with the Securities and Exchange Commission, including the company's Annual Report on Form 10-K for the year ended December 31, 2010 and Quarterly Report on Form 10-Q for the three months ended March 31, 2011.

About YRC Worldwide
YRC Worldwide Inc., a Fortune 500 company headquartered in Overland Park, Kan., is a leading provider of transportation and global logistics services. It is the holding company for a portfolio of successful brands including YRC, YRC Reimer, YRC Glen Moore, Reddaway, Holland and New Penn, and provides China-based services through its Jiayu and JHJ joint ventures. YRC Worldwide has the largest, most comprehensive less-than-truckload (LTL) network in North America with local, regional, national and international capabilities. Through its team of experienced service professionals, YRC Worldwide offers industry-leading expertise in heavyweight shipments and flexible supply chain solutions, ensuring customers can ship industrial, commercial and retail goods with confidence. Please visit www.yrcw.com for more information.

Media Contact:
                
§
Suzanne Dawson
                
§
                
§
Linden, Alschuler & Kaplan
                
§
          

212-329-1420§
                
§
          

sdawson@lakpr.com§
                    
           

§
SOURCE YRC Worldwide

News Provided by Acquire Media

http://investors.yrcw.com/releasedetail.cfm?ReleaseID=590337  

 

 

http://www.world-of-stocks.com/rt_data/yrcw  

Wes bereitet, glaub ich, die Landung von YRC vor.

 

wir können nur reingehen, wenn sie steigt... so sind die Regeln... Grüße  

Noch jemand an Bord? Wann kommen die Zahlen für`s 2.Quartal? Oder habe ich die verpennt?
Schönes Wochenende!  

5-6 Wochen nach Quartalsende!

Danke! Dann sollten wir eigentlich bald etwas hören.Was hälst Du von den verbleibenden 2,5 % nach Kapitalerhöhung? Bin etwas skeptisch, die "Verdiener" sind wieder mal nur die Banken. Wir Aktionäre dienen m.M. hier nur der Kapitalgenerierung. Erfolgreiche Woche! Rasmus  

Ob die Banken tatsächlich noch etwas verdienen werden, steht in den Sternen. Als Aktionär bist Du in erster Linie Mitunternehmer und trägst das Risiko, genauso wie die Chancen!
Die präkere Lage zieht sich schon seit Jahren - für jeden nachvollziehbar, der sich mit seinem Invest etwas mehr beschäftigt als nur Internetforen zu lesen.

Gruß,
T.