Will Marks
Will Marks
break light opportunity outlook per price records sales season shares ski solid square terms value
We see Vail shares as a value opportunity in light of a solid outlook for the 2005/2006 ski season and real-estate sales that should break records in terms of price per square foot.
demand excess prices raises
Nothing in the world raises prices like an excess of demand over supply.
aims businesses carolina commodity community conference control crops family farmers farms fortunate grown locally looking markets north people pleased prices reach selling skills stay wants ways western
Some Western North Carolina farmers who have been selling commodity crops are not pleased with the prices they've been getting. Many are now looking for new markets and new ways to diversify their income, control the price they get for what they grow, and stay in farming. We are fortunate in Western North Carolina because we have many family farms and a community of people and businesses that wants locally grown food. This conference aims to give farmers the skills they need to reach these markets successfully.
closer price sell
At a right price, Ricketts would look to sell but that right price is closer to $20.
buyers coast demand east hard looking market prices understand west
All of those buyers are looking to the West Coast. East Coast demand could make prices here go up, but you've got to understand that we've never experienced anything so devastating. It's hard to know how the market is going to react.
actively balance based believe confident continued cost cutting deep denver equity estate extensive knowledge maximize office private selling sheet space valuable value work
Based on these announcements, we do not believe that Vail is on the selling block. However, we are confident that Mr. Katz, with his deep knowledge of Vail and extensive private equity real estate background, will actively work to maximize shareholder value through balance sheet management, cost cutting (cheaper Denver office space for one), and through the continued monetization of the company's valuable real estate assets.
adam anyone business familiar hiring perhaps rob sign
The hiring of Rob Katz is a sign of business as usual. He is familiar with the business more so than anyone but perhaps Adam Aron.
industry maxim ski snow
The maxim of the ski industry is that more snow equates to more skiers.
momentum
I think we have a better than even chance. We've got momentum on our side.
fast happened remember
It happened so fast that I really can't remember anything.
became company overcome personal sat talked
I sat there and talked to her for about 30 minutes, and she was overcome with emotion. At that point, it became more personal than about what the company was going to do for her.
second starting turned
We really turned it around in the second period. I could see things were starting to turn our way.
detail incredible open people struck
We really struck a nerve. People told us in incredible detail what they went through to open these packages.
approach held ideas inclusion moved portfolio single strength team
We've moved from a team approach to a single portfolio manager, who is responsible for the inclusion of the team's ideas into the portfolio. Analysts are held accountable for the strength of their recommendations.