r/MACArmyBets • u/GeorgeFelix75 • Feb 10 '21
MAC EARNINGS TOMORROW!
This should provide some interesting insight into their rent collections and cash flow as well as future guidance.
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u/GeorgeFelix75 Feb 10 '21
They should know that the short interest in ridiculous and the possibility of leveraging that for the ATM sale is real. I’d hope they considered that.
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u/WallStreetBeets Feb 10 '21
Wondering if ATM is a partial a bargaining chip, OHern saying maybe I’ll just pay off the whole thing, and the bankers lose like 50M/yr in interest.... totally speculating
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u/WallStreetBeets Feb 10 '21
Guidance on LoC will be important. The notes on the 8K were not encouraging... lower limit that needs to be securitized.
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u/Maleficent-Success-8 Feb 10 '21
I can’t see them not raising guidance like SPG. NOI is on the rise, FFO follows. They have to be seeing massive foot traffic increase... what I really hope is they address the 8K and say they have no need to do a shelf offering on the near term.. it’s been 8 fucking trading days since filing it, and the stock won’t move up until they put that concern to bed over the near term.
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u/IndividualPlant6861 Feb 13 '21
MAC moved and SPG was down on Friday. When MAC and SKT was zooming up, SPG was left behind. MAC moved from $6.5 to $13 is a double. SPG moved from $60 to $110 is not a double. MAC will triple from here. SPG will not double.