GBA Presents: RADIO SAVANT-!

stonedinvestor said:
One of my oldest positions got bought today!

Travel Centers Of America.

I am proud of myself.

It was presented several times to me as a sell out of my account and I held on.

Now would be a good time to insert a large position of something.
More...
Look at these vulures:

____________________

TA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Sale of TravelCenters of America Inc. Is Fair to Shareholders

Halper Sadeh LLC, an investor rights law firm, is investigating whether the sale of TravelCenters of America Inc. (NASDAQ: TA) to BP p.l.c. for $86.00 per share in cash is fair to TravelCenters shareholders.

Halper Sadeh encourages TravelCenters shareholders to click here to learn more about their legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or sadeh@halpersadeh.com or zhalper@halpersadeh.com.

The investigation concerns whether TravelCenters and its board of directors violated the federal securities laws and/or breached their fiduciary duties to shareholders by failing to, among other things: (1) obtain the best possible consideration for TravelCenters shareholders; (2) determine whether BP is underpaying for TravelCenters; and (3) disclose all material information necessary for TravelCenters shareholders to adequately assess and value the merger consideration. On behalf of TravelCenters shareholders, Halper Sadeh LLC may seek increased consideration for shareholders, additional disclosures and information concerning the proposed transaction, or other relief and benefits.
__________________________

The stock is up 70% lol.
Like the shareholders are gonna be pissed. :D

If it was worth more, why in the world was it at $50? :banghead:
 
Van 9% of BJ's sales are gas.
They do well when gas is high not low. Bj like COST offers a discount.
Gas has started to creep back up. My last two fill ups have not been fun.
Store traffic pings off the gas.


  • BJ’s has been benefiting from the recent surge in gasoline prices, with many people who visited the retailer’s locations in search of lower fuel costs during Q1 also heading inside to make other purchases.
 
stonedinvestor said:
Van 9% of BJ's sales are gas.
They do well when gas is high not low. Bj like COST offers a discount.
Gas has started to creep back up. My last two fill ups have not been fun.
Store traffic pings off the gas.


  • BJ’s has been benefiting from the recent surge in gasoline prices, with many people who visited the retailer’s locations in search of lower fuel costs during Q1 also heading inside to make other purchases.
More...
Well that's exactly what I said dum-dum, they use it as a loss-leader to bring in members. It doesn't matter what the price of fuel is, they add a few pennies per gallon to their cost and the retail price basically floats with the wholesale price.

The only time convenience stores etc really profit on fuel sales is when the wholesale price spikes way up and they were lucky enough to have full tanks underground purchased at a way lower price than they can now sell it at. Of course that works in reverse too, ie they lose money when the price falls and their tanks are full at the higher price.

Places with high traffic fuel sales never have that problem because they get their tanks refueled several times per week, some even daily; whereas a mom and pop bodega might have to sit on their supply for several weeks. Large fluctuations can either sting or help. The lion's share of any convenience operation's profits are made inside the store, very little at the pumps. And for BJ's, Costco, Sams.... odds are they are losing money there when all the costs are figured in.

But it doesn't matter, that has nothing to do with our DD on this company, I was only pointing that out to you. As I said, I am not 100% against this trade. I think it may be a winner long term for ya.
 
And when you say they make more money when prices are higher since fuel is 17% of sales... they don't make more money.... THEY MAKE MORE REVENUE.

That looks good on the press-release 2 minutes after the earnings are announced... but savy players look at margins. If revenues increase, but margins go down proportionally as a percent of the top-line... its a wash. They could sell 2X the fuel at whatever price in any given quarter, and the margins on those sales stay the same. duhhhh.
And as I already stated, the margins on those sales are nil.
So if they go from 17% fuel sales, to 20%... no analyst worth their salt is even gonna bat an eye.

If anything, you want to see rising revenues at the same time they report FALLING fuel sales... now THAT would be extremely bullish for the stock because their margins on other stuff is way higher.

Stoney.... whatever lol. you're a goofball. :rolleyes:
 
Last edited:
You have it a little backwards Vz
It doesn't matter what the price of fuel is,

Yes it does very much HIGHER GAS PRICE IS GOOD FOR BJ--

So the question is are we in a higher price area now.
 
BJ’s sold 18% more gallons of gas during Q2 compared with the second quarter of 2021,

In a nod to the importance fuel plays in driving its business, BJ’s plans to increase the proportion of its stores that sell gas to about 75%, up from the two-thirds of its locations that now offer the commodity.

The retailer, which currently operates 229 stores in 17 states, is on course to debut 11 locations this year, with three set to open during the third quarter, Executive Vice President of Strategy and Development Bill Werner said during the call. BJ’s plans to increase its store count by about 5% annually during the next several years, according
 
stonedinvestor said:
You have it a little backwards Vz
It doesn't matter what the price of fuel is,

Yes it does very much HIGHER GAS PRICE IS GOOD FOR BJ--

So the question is are we in a higher price area now.
More...
Stoney... you are clueless as to how these things work.
For real.

Higher gas prices, mean absolutely nothing to the free cash flow of this this business model.

Making 2 pennies per gallon is the same at $2/gallon as it is $5/gallon.
And if anything, its detrimental because consumers spend less in the store because more money is being used to fill their cars.

Now, if you mean that in the sense that they will perhaps sign up more members because gas prices are high and consumers might chose to join there to save $0.15 gallon... then yes... in that sense they might be good for them.

That's why, on a company like this... the very first thing the analysts are gonna look at, and what will ultimately determine the direction and magnitude of the stock following earnings, will be same store sales ex-fuel and number of new member acquisitions.

Now quit bothering me with your silly opinions on things.
I know what I'm talking about.
Pipe down, listen, and learn.
 
VZ LISTEN CAREFULLY HIGHER GAS PRICES IS VERY GOOD FOR BJ

IT BRINGS IN CUSTOMERS BECAUSE OF THE 10 CENT DISCOUNT AND THEY SHOP

AND THEY BE STICKY WITH THE DISCOUNT-- ONCE A MEMBER....

SO WHEN GAS GOES UP... sales goes up!
 
You must log in or register to reply here.
Back
Top