Comments on: Cadus Corporation (OTC:KDUS) http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/ Identifying undervalued activist situations Tue, 14 Feb 2012 15:51:52 +0000 hourly 1 http://wordpress.com/ By: Cadus Corporation (OTC:KDUS) in the WSJ « Greenbackd http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-4346 Mon, 19 Jul 2010 04:01:46 +0000 http://greenbackd.com/?p=2459#comment-4346 [...] 19, 2010 by greenbackd In September last year I picked up a small position in Cadus Corporation (OTC:KDUS). The idea was as follows: Cadus Corporation (OTC:KDUS) is an interesting play, but not without [...]

]]> By: shaun noll http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-2908 Wed, 13 Jan 2010 23:23:18 +0000 http://greenbackd.com/?p=2459#comment-2908 Matt,

would be great to hear more about your insight into KDUS. the company has traded down despite building more cash and is looking increasingly interesting to me.

]]> By: wes http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-2321 Thu, 05 Nov 2009 16:49:40 +0000 http://greenbackd.com/?p=2459#comment-2321 matt, I’m interested in hearing what you have to say. drop me a note at gray56508 (at)
gmail
(dot)
(com)

]]> By: Matt http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-1965 Tue, 29 Sep 2009 22:11:03 +0000 http://greenbackd.com/?p=2459#comment-1965 I am a current shareholder and have some background on KDUS in case you are interested. Feel free to contact me by email.

]]> By: reader http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-1964 Tue, 29 Sep 2009 19:55:08 +0000 http://greenbackd.com/?p=2459#comment-1964 Greenbackd – thaks for writing up this name and for runnig such a great site.

I cannot beleive that Icahn and Moab are in this for years just to make 20-30% total upside. They would not get involved in such a tiny and illiquid stock if they did not see 100%+ upside.

This leads me to think that we and Greenbackd simply dont know everything that is going on here. And I hate to invest without knowing all the key facts.

Do any of the readers have any more insight?

]]> By: ikval http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-1960 Tue, 29 Sep 2009 13:07:53 +0000 http://greenbackd.com/?p=2459#comment-1960 Second that on the value trap front. There are investments that do have catalysts, a nice margin of safety and upside that will exit in 60-180 days that have a similar expected return. Return seems awful small for the expected timeline to reach it.

]]> By: PREfontaine http://greenbackd.com/2009/09/29/cadus-corporation-otckdus/#comment-1959 Tue, 29 Sep 2009 11:37:21 +0000 http://greenbackd.com/?p=2459#comment-1959 Seems like a pretty big value trap. What information leads you to believe that an investment in Cadus now is less of a mistake than the one Moab made two years ago?

]]>