Green Mountain – wird die Luft langsam dünn ?

Roddy Boyd (siehe Blogroll) hat einen recht langen Artikel zu Green Mountain eingestellt.

Kern des Artikels ist die Aussage, dass Green Mountain den Ausweis wichtiger Bilanzpositionen geändert hat und nur “ausgewählten” Analysten und Fondsmanagern dies erklärt hat.

So rather than opening a wide-ranging discussion of what has been a toothache for Green Mountain, the company simply dealt directly (and discreetly) with various hedge funds via E-mail. Here is the body of an explanatory note sent on May 9th to an independent analyst who has researched Green Mountain for several years, from director of Investor Relations Suzanne DuLong. [For legal reasons, the research analyst asked FI to remove the name’s of his firm and himself. The research shop’s E-mail was prompted by the questions of one of its paying clients, who in turn forwarded it to several other hedge funds.]

Sam Antar reagiert darauf mit einem recht detailierten Post in dem er klar zeigt (für Freunde des Forensic Accountings), dass auch die neuen Informationen irgendwie nicht ganz zusammenpassen.

Alles in allem ein weiterer Kratzer des “Erfolgsmodells” Green Mountain.

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