Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Clemens Scholl

View Clemens Scholl's StockTalks BY TICKER:
  • Clemens Scholl
    Copeinca transaction voted down at Cermaq AGM. Huge win for Marine Harvest $MNHVF.PK in the salmon wars. Industry giant about to be born.
    Tue, 10:17 AM
    Reply
      • Clemens Scholl
        Dan Loeb takes on Sony $SNE. He will fail. Should have read "the Japan that can say no" written by Sony founder Akio Morita.
        May 14, 3:50 AM
        Reply (8)
      • View all 8 replies
        • Transcend Asset: I was just out of university 3 years (grad 2005)! =D Thanks for the interesting information re: Sony. I had fun reading up on each item.
          May 15, 5:52 PM
        • Transcend Asset: Sad to say, I found SNE a slow mover, and sold it a few times... and my current position is in the red. Next wk should be interesting!
          May 15, 5:53 PM
          • Clemens Scholl
            GBL is placing 65 million shares of GDF Suez (2.7%) in an accelerated bookbuilding.
            May 13, 4:25 PM
            Reply (2)
            • Jon Parepoynt: Thanks,I saw that.Added a link to an article I wrote that included GBL: http://seekingalpha.com/a/uct5. However US investors can't access :)
              May 13, 5:11 PM
            • Clemens Scholl: Seems they sold it for about an 8% discount to the last price yesterday. I have a hard time understanding this move. GDF is imo very cheap.
              May 14, 3:39 AM
              • Clemens Scholl
                Saverys speaks out: LNG/LPG company Exmar "totally undervalued" http://bit.ly/13mOsId $EXMRF.PK +5.5%, Euronav rises as well $EONVF.PK +8%.
                May 6, 12:57 PM
                Reply (3)
              • View all 3 replies
                • Clemens Scholl: They had a great presentation today http://bit.ly/12bQY2q - good overview of the company.
                  May 6, 3:38 PM
                • Adjusted Return: Nicolas saverys could move the listing to the U.S. eventually - Some thoughts on Euronav these past years at http://seekingalpha.com/p/4kpe
                  May 9, 6:30 AM
                  • Clemens Scholl
                    first IFRS results in a decade, $SGTPY.PK reports $28bn cash pile while market cap is only $30bn. http://fxn.ws/ZOyjME
                    Apr 30, 4:32 AM
                    Reply
                      • Clemens Scholl
                        $OGZPY.PK now below $100bn, looks very cheap. P/E less than 3, div. yield about 6%, less than half of book. downside minimal,could double?
                        Apr 3, 11:18 AM
                        Reply (8)
                      • View all 8 replies
                        • Clemens Scholl: With payments being based on 25-35% of IFRS, dividend could rise to 10-15 RUB/share (8%-12% yield) in the next years.
                          May 17, 2:07 AM
                        • Jon Parepoynt: http://on.barrons.com/17GOZcb Barrons blog says wait til next year for divy increase
                          May 17, 4:54 PM
                          • Clemens Scholl
                            Peter Kellogg and IAT Reinsurance annouce they hold 30.9% of $MIL http://1.usa.gov/ZvVStb
                            Jan 7, 4:27 AM
                            Reply (8)
                          • View all 8 replies
                            • Drake McHigh: When there is accumulation stock moves nicely. Now the sell off is perplexing. The aforementioned lack of transparency.
                              Apr 5, 10:41 PM
                            • Clemens Scholl: not really perplexing,their unfavorable dealings in India begin to look like a pattern (Canoro, Magnum). Smith lying about it does not help.
                              Apr 6, 3:24 AM
                              • Clemens Scholl
                                has Areva finally hit bottom today? ARVCF.PK up 9% in Paris after losing half its value in a matter of weeks...
                                4/11/12
                                Reply (3)
                              • View all 3 replies
                                • Clemens Scholl: yes, that was a big (10 to 1) stock split that took place alongside the capital increase where Kuwait bought a 5% stake.
                                  4/11/12
                                • FrankBn: I stepped in. Missed Veolia, which is for sure no reason that it will work for Areva... What would be your opinion?
                                  4/13/12
                                  • Clemens Scholl
                                    More drilling consolidation. Transocean (RIG) buys Aker Drilling for $1.4bn, 62% premium, NOK 26.5 per share. http://bit.ly/n1ufhJ
                                    8/15/11
                                    Reply
                                      • Clemens Scholl
                                        riots in Europe go out of control http://bit.ly/pu0lJC
                                        8/11/11
                                        Reply
                                          • Clemens Scholl
                                            Archer Seawell goes fracking http://bit.ly/peTzlJ ARHVF.PK SDRL
                                            8/1/11
                                            Reply
                                              • Clemens Scholl
                                                Exmar in fleet deal with BW gas, swaps 2 VLGCs for 4 midsize carriers +$35m http://bit.ly/phsP2O
                                                7/18/11
                                                Reply
                                                  • Clemens Scholl
                                                    Sandstorm Metals STTYF.PK in copper streaming deal with Xstrata-partner Donner Metals DONFF.PK and gas stream with Thunderbird TBDYF.PK
                                                    7/13/11
                                                    Reply
                                                      • Clemens Scholl
                                                        Berkshire and Leucadia in consortium to bid for Citigroup unit Capital One http://on.wsj.com/pHm2SA BRK.A LUK C BRK.B
                                                        7/6/11
                                                        Reply
                                                          • Clemens Scholl
                                                            http://bit.ly/lOvu3J Tavan Tolgoi, Mongolia
                                                            7/5/11
                                                            Reply
                                                              • Clemens Scholl
                                                                Golden Ocean plans to sell its VLCCF stake http://1.usa.gov/m2x6ZD
                                                                6/27/11
                                                                Reply
                                                                  • Clemens Scholl
                                                                    Fortress (FIG) strikes back at Dresden: http://bit.ly/jXz6gj/ GGFHF.PK shares up 7% after losing 40% over the last months.
                                                                    6/14/11
                                                                    Reply
                                                                      • Clemens Scholl
                                                                        Grand Theft Auto: Avis Budget (CAR) buys Avis Europe for $1bn (GBP 3.15 per share).
                                                                        6/14/11
                                                                        Reply
                                                                          • Clemens Scholl
                                                                            VFC buys Timberland TBL for $43 a share
                                                                            6/13/11
                                                                            Reply
                                                                              • Clemens Scholl
                                                                                Jim Rogers will call you when it's time ... http://bit.ly/jMnA6k
                                                                                5/26/11
                                                                                Reply