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Jingle Shell, Jingle Shell

My hope for 2026 is that Shell finally sticks with a reorg and gives it proper time to play out. No more knee-je-k layoffs and asset sales every 6-12 months. If you have to change course that often you don’t know what you’re doing.
Could also work on staff appreciation and driving the share price up but I won’t hope for that much.

#Layoffs #Reorganization #SharePrice

I could easily get this share price to $60 per share

Cant believe how poor the Management and Shareholders are in this company.

I could turn the situation around easily, spin off the insurance to Private Equity or IPO for $2billion, which will pay off all the debt.

Your left with a cash company generating Free Cash Flow of $400 million with no debt on a PE of 20 thats $8 Billion= $48 per share.

I would not hire any new folks, natural wastage would get rid of 20% of the workforce in the year, i would get rid of the several layers of management, the existing employees would retrain if they were offered a good pay incentive, FCF would rise to $450 milion, another $10+ on the share price to $60, then get some bolt on Acquisitions.

If Fernandez isnt going to grow the Company this is about to happen soon.

#SharePrice #FreeCashFlow #CostCutting #HeadcountReduction #PoorLeadership

As the market rips higher $T just sits there flat or red

Every major index is at all time highs, and AT&T can’t even catch a tailwind. The stock is a DOG, and nobody’s buying what Stinky’s selling. The Street has zero confidence in this leadership team or their “strategy”

Face it, this stock stanks.

#StockPrice #SharePrice #Telecommunications #BadLeadership

Nobody Mentioned This

SB in response to one of the canned questions; "it's impossible to forecast quarter to quarter for Wall Street". Wait, what?!!! I thought that is your job. Then he followed with a telling slip of the tongue; "That's why companies go private and can come back out on the other side". He's done a yoemans job of plowing the share price into the ground and now he's hoping for a buyer to execute the plan his boss Carl brought him in here to do in the first place.

#BuyOut #Forecast #PrivateEquity #SharePrice #WallStreet

Waiting for the move

So, I've been holding on to my Shel shares waiting for them to announce the move to the US. I figure that's the last rabbit to pull out of the old hat, and then the show is over. Honestly, shares have been on a rise lately and its been a decade since they've been this high and there is no discernible reason for the price to be this high. I've sold some just in case this is the highest they get. But I am speculating that the price jumps when Shell moves to the US. I mean its not value, its not growth potential, its not the buy-backs, its not the leadership and their vision. We're all waiting and hoping for the announcement that makes the shares jump so we can sell. Shows over soon I hope.

#Acquisition #Company #Layoffs #Market #SharePrice

DXC shares

Looking at the DXC share price. Fair to say it's seen better days, I'm losing money If I current withdraw, but I risk losing it all going the way we are. What's people thoughts? Can management fix this ? Currently sitting at a 30%-40% loss with the share incentive program, and risk losing more if I withdraw due to tax but would rather have something, id even gamble it at this rate.

#Stock #SharePrice #Management

Fresh blood

TU has filled almost every senior role recently with an external hire. The clear message being sent that the people who were around for the IPO and drove the share price into the 80's are incompetent. Yet the share price has languished in the 80's since Chris took the helm 5 years ago. So I'm wondering why "fresh blood" applies to everybody but him? I sincerely hope this upcoming GLM is his last.

#Leadership #ExecShuffle #SharePrice

What is happening with Pershing?

I've noticed this year in particular a highly unfavorable balance of BD deconversions/terminations, relative to the amount of firms onboarded. I know Pershing is only one slice of the BNY pie. Between the exodus of clients under our clearing business and the seemingly unmitigated failure that the money pit known as Wove Investor appears to be so far, I can't say these are good signs, in spite of the current share price of $109.53 (9/26/25).

#Uncertainty #Location #ClientServices #SharePrice

PEP needs major Layoffs ASAP !!!!

This is the performance of PEP's management: PEP YTD return of (- 2%) SP500 is +12%, PEP 1-Year Return of (-15%) SP500 is +18% , PEP 3-Year Return of (-8%) SP500 is 62% !!!! Gross incompetence doesn't even begin to describe this. They have absolutely no clue what they are doing. Their only strategy has been "we hope nobody notices". Elliott Management can't get here fast enough.

#Layoffs #SharePrice #Leadership

For the haters

To respond to a post on Jan 5th titled "RIP Viasat continued", when the stock traded around $9... thank you for providing the FEAR for everyone to SELL. Because this was the perfect time to be GREEDY and BUY. Go Viasat. I don't think we'll be hearing much on this message board for a while.

#Stock #SharePrice #WallStreet #Investing

October 31.2025

If your an employee or an investor you got tqo more months to walk away from Dell before you drown w the big titanic ship known as Dell. Do all you can to get away from this company

#Investors #SharePrice

Gotta protect those shareholders...

Not that there is any direct correlation, but the last time Canon Global pulled this cr-p was the end of Q2, 2024. 8 days before the mass layoffs in Canon USA.

"On August 22, Canon announced the completion of a significant share repurchase: approximately 9.8 million shares were bought back for 42.95 billion yen through the Tokyo Stock Exchange's off-auction system (ToSTNeT-3) 1. While share buybacks are generally seen as a positive move to return value to shareholders, they can also raise concerns if investors interpret them as a signal that the company lacks better growth opportunities or if the buyback is perceived as poorly timed.

Additionally, sentiment analysis from MarketBeat shows that news coverage around Canon has been slightly negative over the past week, with a sentiment score of -0.35, below the average for manufacturing companies 2. This could be contributing to the downward pressure on the stock."

#Shareholder #Stock #SharePrice #Investors #FinancialResults

Major drop in stock price

I’m now absolutely petrified that La-Z-Boy might start looking at layoffs just to appease the shareholders. The stock drop has me on edge, and I can’t stop thinking about what this could mean for all of us. Does anybody here have more insight into what’s really going on or what we might expect in the coming weeks?

#Stock #SharePrice #Investors #Speculation

Do more with less

Every time we had a meeting with our leaders, we're always told 'Man, It feels bad. Totally unprecedented. But we gotta keep our heads up. Support one another. Work leaner this year. Put aside all the angst and bottle it up.. etc'

Expect more layoffs and restructure in September/October 2025, especially for tech orgs. A lot of offloading being moved towards the Manilla and India teams. Our stock has dropped and is hovering in the high 80s, compared to 120 it used to be; but we can probably assume this economy under this administration isn't going to promote people to buy more (process more transactions)

#Layoffs #Restructuring #Offshoring #SharePrice #Economy

Verizon and the Strategy Playbook It Never Played

McKinsey’s strategy cycle is straightforward: design, mobilize, execute. It’s not rocket science. You decide what you are, you back it with resources, and you deliver with discipline.

Verizon had every chance to do this. The consultants were in the building. The frameworks were there. The slide decks were polished. But instead of running the cycle, the company cherry-picked the buzzwords and skipped the hard parts.

Design – What Are You, Really?

This is where the cracks showed first. Verizon never answered the basic question: are we a premium network, a media company, or a 5G pioneer? Instead of choosing, leadership tried to be all three. That’s how billions vanished into AOL and Yahoo while 5G was oversold as the silver bullet. A serious design step would have admitted the obvious — the real fight was with T-Mobile — and built around Verizon’s one true edge: the network.

Mobilize – Strategy Stuck in the Slides

Mobilization is about turning strategy into motion. Verizon never did. Money went into distractions instead of spectrum and customer value. Employees weren’t empowered. Decisions stayed locked in Basking Ridge PowerPoints. On paper, the strategy looked world-class. On the ground, nothing moved.

Execute – Where the Market Called the Bluff

Execution is the test, and Verizon failed it.
• The assumption that people would pay extra just for “5G” was never proven.
• T-Mobile stole the momentum and the growth narrative.
• Layoffs and outsourcing drained morale and capability.
Meanwhile, the “next big thing” — AI, fiber, customer experience — never got launched.

The Market’s Verdict

The stock says it all. Verizon hovers at $44 and might push $48, but that’s not growth — it’s dividend math. Wall Street treats it like a bond proxy because that’s what it has become. The growth stories — Oath, 5G, “the network of the future” — no longer convince anyone.

The Punchline

Verizon had the McKinsey playbook in hand. Hans and Sampath had the consultants, the frameworks, the binders. What they didn’t have was the discipline to use them.

And that’s why Verizon isn’t seen as a growth company anymore. It’s a dividend utility dressed up in strategy slides.

#Strategy #Leadership #GoToMarket #Market #SharePrice