Solo por dar x culo hoy he comprado un buen puñado. :)
Y si siguen cayendo mañana seguiré. Así que ahi lo llevas Mr Short.
Me va la marcha y el riesgo... como a Willingham (bueno yo aun no llego a tener tantas como el y tengo mi hedge con bastantes preferentes pero veo esto como otra maniobra de distracción de cara a meter presión así que acepto la apuesta.
Si has comprado comunes mrsimpon, estás loco, a no ser que las sueltas a la minima ganancia para tradear. Tu te has leido bien el truño de millones que ha metido vuestra queridisima juez delante de las comunes??? tps, preferentes, cayman, h's, bonistas... ahi es nada, ves sumand billones.
Saludos
Mr_Simpson probablemente va de farol, a lo mejor ha comprado una minucia aunque ya no me creo nada, con estas bobadas de compras a lo loco es como fue convenciendo a la comunidad y arruinando a pobres inversores. Es un modo de autobombas oculto, aunque creo que ya lo tienen calado.
He cerrado cortos en comunes apartando el capital y sigo corto con el 64% de ganancia, asi que riesgo cero que es como hay que ir montado en estas acciones. Ha quedado demostrasdo que su sistema siempre-largo es altamente peligroso y anti-rentable.
Motion for a Court Ordered Auction of the Reorganized WMI, Under the Current Modified Sixth Amended Plan
http://www.kccllc.net/documents/0812229/0812229110315000000000005.pdf
A ver como sale la Juez de esta propuesta... y ya van unas cuantas.
Objetivo: Tumbar el DS y el POR para volver a la mesa de negociación.
Post # of 280933
GOD BLESS NATE THOMA!
Walrath's using his objection as a device to find the true valuation of the reoganized company ... and not merely to investigate the existence of insider trading.
I have been guilty of placing too much 'hope' on SG uncovering proof of insider trading. And even if some plausible case for it could be made I really didn't believe that Walrath would do too much more than impose FJR, and that would only get us $0.07B.
But on this very slow day I decided to crawl back through the Feb. 8th transcript to see if I could discern any information that my earlier two ‘quick-reads’ didn’t uncover. I think I may have hit pay-dirt.
After the lawyers for the hedge funds realized that Walrath was going to, in fact, grant EC discovery of Thoma’s allegations, they sought to limit the scope of that discovery to matters pertaining to insider trading (which seems, on its face, reasonable; afterall, that’s what Thoma’s objection was all about) -- however, at the bottom of Page 61 of the transcript something VERY interesting took place. Something that CLEARLY lets us know where the judge is going on May 2nd, and something that sent the hedge fund lawyer into a blithering tail-spin.
Walthrath immediately rejects the limitation that the discovery should be confined to trading) and says the following:
”No. But that [i.e. discovery that relates to issues involving what the hedge funds valuations of WMI and its affiliates were] may bear on the issue of whether or not – what the true valuation of the reorganized debtor is. That’s a relevant issue still open.”In other words, she doesn’t think that there’s yet been a “true valuation of the reorganized company, and she suspects that the hedge funds possess that desired information.
The lawyer to whom she had been speaking then appears to be stunned by her words:
23 MR. HARRIS: I -- Your Honor, I understand that but I
24 beg to differ on whether an investor's particular view of that
25 actually bears on -- what we think it's worth bears on [this should read “or]
1 necessarily what the Court determines it's worth or what
2 bankers say it's worth of other things. We may have a very
3 different view as we have throughout this case, Your Honor, of
4 what the securities and -- the existing securities and the
5 post-reorganization securities this company may be worth.
6 Sometimes we were right; sometimes we were wrong. We're not
7 always right as the Court well knows.
8 THE COURT: Yes.
A couple of weeks ago, I thought it strange when, in SG’s objection, it noted that they had received, through discovery, multiple indications of buyer interest in the reorganized company. Clearly, they obtained that information from the hedge funds, who, in discussions with those interested buyers, have no doubt tossed around numbers … all of which would move us closer to what Walrath was concerned with seeing … “a true valuation”. Walrath's going to use those numbers, obtained from the hedge funds, AGAINST the hedgefunds to arrive at a base number, then use the $17.8B in NOLs to extrapolate into a true value.
And it was Nate's objection that permitted this investigation OF TRUE VALUE to commence.
Mr-Simpson en Alemania las comunes continuan en caida libre. Tus seguidores esperan tu discurso de que hacer, dices, comprar mas comunes pero por otra parte solo tienes un pequeño porcentaje en las acciones mas castigadas. O sea que compren mas para que la ruina sea mayor, ¿Hasta donde llega tu avaricia con tal de frenar la sangría? Creo que ni tan siquiera haces lo que dices y no has comprado nada, en el fondo esta tan asustado que tiemblas por saber que determinará el POR definitivo para las preferentes.
Besugo no seas tergiversador. Yo llevo comunes como el que compra el ticket del euromillones (por si suena la flauta) y como me lo puedo permitir porque te recuerdo que es mi dinero... compro lo que me apetece.
Sobre dar consejos que nadie me siga que no le pido a la gente que se venga de romería. Son mis decisiones y no pretendo influir sobre nadie (espero que quede claro)
Y eso de que estoy muerto de miedo... es que me parto. Es más tengo muchas ganas que llegue el 21 marzo. Mis preferentes estan "in the money" majete ya veras...
"Mis preferentes estan "in the money" majete ya veras..."
Esto lo determinará la Juez no un pumper del tres al cuarto.
Por otra parte calificar las comunes de "ticket de Bono-loto", que casi nunca se acierta, es lo que tenias que haber indicado en el primer post de tu hilo y no habría habido la infinidad de arruinados que has dejado atras.
