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  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    allright, thanks! so i don't see anything here that says there's a year maturity...everything indicates a 5 year maturity....and from my math a cap on gain of about 431% at the current warrant price. not bad.
    Apr 13, 2015. 03:26 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Hmm.so just wondering why the securities are labeled with that expiration date?
    Apr 13, 2015. 02:46 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Because if that's a 5 year expiration, that's a fairly cheap way to play the stock, but at a year and with that cap it's way overpriced.
    Apr 13, 2015. 02:19 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    Help on the warrant. I see an expiration for 5/15/16 in my Merrill Brokerage. When I read the filings, it sounds like there is a 5 year expiration on the warrants. Not sure if i missed something. Also, should be noted there is a $24 cap on the warrants i found, where the company can exercise at that point.
    Apr 13, 2015. 02:15 PM | Likes Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    http://bit.ly/1alyWV0

    this is an old article but it appears this company really has a very sketchy past. I'm not touching this with a ten foot pole.
    Apr 8, 2015. 12:34 PM | 1 Like Like |Link to Comment
  • Renewable Energy Trade Board: The Most Interesting Solar Company That Nobody Knows [View article]
    Shawn are they set up as a VIE? (assuming they are)

    Assuming they are set up as a VIE--What makes you think that they wouldn't just siphon all of the assets into some subsidiary in a far far far away remote company/subsidiary somewhere in China?

    I love the analysis but have to look a something with a grain of salt when a company has completely turned off the US Reporting lights.
    Apr 8, 2015. 12:20 PM | 1 Like Like |Link to Comment
  • Herbalife Earnings And Stock Price Bolster CEO Johnson [View article]
    I agree that Ackman stepped into a rather perilous situation when he began his crusade against Herbalife. Yet-I've always believed that once the consensus tilts to one side, that the other side is the right place to be. I'm getting that sense now with Herbalife. The bulls have taken over. Tim Ramey is pounding his chest. Bill Ackman looks like a fool. Carl Icahn looks like the brilliant corporate raider..again.

    Don, you can't ignore the facts. Herbalife has been operating as an illegal pyramid scheme since the mid 1980's. The rich get richer, the poor (mostly Latino's nowadays) get poorer. The company has woven a web of confusion that even the smartest of regulators likely have trouble understanding. With pressure from many sides now, there will at some point be further investigation into their business practices. From whom and when it happens is the million dollar question. It could happen in a month...or 5 years. No one knows.

    And I think you've sold Ackman a bit short in pointing out all of his failures. Let's not forget MBIA. It took over 7 years for the story to play out. Analysts raised price targets. Rating agencies ignored his pleas to downgrade the company. The stock rocketed higher making him look like a blabbering idiot, just as many seem to be saying with Herbalife now. He never backed down.

    Sure, one cannot dismiss the track record of Carl Icahn, but let's face it--Carl saw blood and went for the kill. Would you be surprised if he sold his stock next week just as he did with Netflix?

    I still side with Ackman and believe that the long term picture for Michael Johnson and Herbalife will be an ugly one--riddled with investigations and accusations. Oh and BTW, have you listened to Michael Johnson on an earnings call? Are you seriously getting the warm and fuzzies from this guy? I never have, and I wouldn't let the fact that he came from Disney sway an investment opinion.

    Good luck with any potential investment. It should be an interesting ride whatever the outcome may be.
    Oct 31, 2013. 09:54 AM | 1 Like Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    How do you know they didn't have an issue with the December tweet?
    Mar 25, 2013. 09:50 PM | Likes Like |Link to Comment
  • Elon Musk's Big Mistake: A Tweet [View article]
    You may think its an overreaction, but the SEC will not. That's our point.
    Mar 25, 2013. 09:48 PM | 4 Likes Like |Link to Comment
  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Bob, I respect your opinion and thanks for your observations. Who knows with Herbalife.
    Feb 21, 2013. 03:15 PM | Likes Like |Link to Comment
  • Our Response To Robert Walter Regarding Herbalife And 10b5-1 Plan [View article]
    Hey Matt, just sent you a message.
    Feb 21, 2013. 12:18 PM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Bob, it's a great observation, and thanks for the comment. Instead of leaving a three page answer to your statement, we drafted up a response which can be found on our site here:

    http://bit.ly/1579JGi

    The long and short of it is, that based on information provided in its own press release and based on the law, there is no way whatsoever that Herbalife could have, or did repurchase its shares under a 10b5-1 written trading plan. We welcome any further comments on this matter.
    Feb 21, 2013. 09:44 AM | Likes Like |Link to Comment
  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    Whether or not they repurchased OR sold shares while in possession of material non public information is irrelevant. The fact that they made ANY SORT of share transaction while in possession of the information is important.

    Now i won't sit here and speculate as to why they might want to repurchase shares while in possession of information which may or may not be considered negative for the business. But if you use your imagination you may see the light.
    Feb 20, 2013. 05:48 PM | 4 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    Carl? Is that you? If you want to bash Ackman here, please --at least get his name right.
    Feb 8, 2013. 04:06 PM | 2 Likes Like |Link to Comment
  • Are Herbalife's Nutrition Clubs Operating In Violation Of The Law? [View article]
    You can look at our website. Our first report came out on Dec 19th, the day before Ackman's presentation. We have been researching HLF for a long time.
    Feb 8, 2013. 12:54 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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