Seeking Alpha
  • Seppo Sahrakorpi
    $BBRY Reuters: "BlackBerry bidders may want to carve up business - sources" http://reut.rs/18lGDYF
    9/14/13
    Reply (17)
    • Dmitry Kovalchuk: this would be the end of BB. Should be avoided at all cost.
      9/14/13
    • Andreas Hopf: Why avoided? Somehow, that loose cannon CEO will have to be paid his $55m golden handshake fee. $55m is just a bit more what QNX is worth...
      9/14/13
    • Andreas Hopf: ...in annual license fees, so a break up seems fair enough. The patents are stale. The devices are landfill. Nothing else there to sell.
      9/14/13
    • jamesingram32: what's your view on BBRY Andreas, as a trade or spec buy?
      9/15/13
    • Andreas Hopf: I would not touch it. I like risk. But the recurring issue for me is: where is value in BBRY that another business needs so very dearly...
      9/15/13
    • Andreas Hopf: ...so as to buy so high so that BBRY's share price will substantially appreciate from here? I am sitting on a freak trade @ ~€8 but after...
      9/15/13
    • Andreas Hopf: ...last week's events can't see the final dead cat bounce as in the case of an outright takeover. I likely heed my own advice and sell...
      9/15/13
    • Andreas Hopf: ...at a small loss and go elsewhere. BBRY bounced twice after falling off the cliff into the abyss but I doubt it will bounce one last time.
      9/15/13
    • coumery: Andreas, google was trying to but whatsapp for a billion or so a few months ago. I will make money on this, at this level, there is upside.
      9/15/13
    • Andreas Hopf: With such an idiotic enterprise, you know what could happen - a new rumour of a takeover next Wednesday - and then I look like an idiot : )
      9/15/13
    • Andreas Hopf: In short - it is gambling, not even trading.
      9/15/13
    • jamesingram32: I have a smallish position at $11.08 from 8 days ago. I might follow your advice.I'll see what happens tomorrow
      9/15/13
    • jamesingram32: If there is any rise like last monday I would buy puts against it to insure. You're right though. It's a gamble at this stage
      9/15/13
    • Andreas Hopf: WhatsApp has value. Blackberry not so much. I don't see any company that would desperately need its assets and thus push the SP.
      9/15/13
    • jamesingram32: you selling out your position next week then, or have a stop limit in mind?
      9/15/13
    • Andreas Hopf: If BBRY goes down another % in Europe, after NASDAQ has opened, I will sell it. Otherwise I leave it alone for another day.
      9/15/13
    • jamesingram32: might think similarly. thanks for your reply. much appreciated
      9/15/13