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Tasos Galanopoulos

 
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  • Petrobras challenges tax disputes worth 8.77B Brazilian reais [View news story]
    Brazil coming to their ATM.
    Mar 11, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • Accounting Change Stands To Inflate Amazon's Reported Revenues [View article]
    This is a factual article. No negative or positive sentiment is expressed, just the real fact of an accounting change.
    Oct 24, 2013. 07:45 PM | 1 Like Like |Link to Comment
  • Gold Bears Got It All Wrong Again: Goldcorp Is A Strong Long-Term Buy [View article]
    Thanks, an interesting read. I may also consider a position in GG.

    I would recommend looking into McEwen which has no debt and features quite a few ex-GoldCorp execs including their CEO Rob McEwen who was the founder and former Chairman and CEO of GoldCorp. They have a strong management team in place with a proven track record. This is certainly one of the companies to consider.

    What I don't particularly like about ABX is their comparatively high leverage with a debt/equity ratio > 1 (albeit with depressed stock valuation).

    Another company worth considering Compania de Minas Buenaventura - BVN. Still a buy after their recent pop from a great basing pattern. Recently upgraded to outperform by JPM with a $19 price target and again no debt on their balance sheet, this company has overshot to the downside driven by extreme negative sentiment.

    I am long both BVN, MUX.
    Oct 20, 2013. 02:49 PM | Likes Like |Link to Comment
  • Fitch says gold rebound unlikely, gold miners in broad plunge [View news story]
    That's why a debt free miner like McEwen Mining Inc.(MUX) can rally on a day that Gold is getting clobbered. Invest in debt free miners that are profitable, and your chances of success rise significantly. Fitch opinions about credit worthiness has little impact on existing liabilities for such companies. I have recently established long position in MUX.
    Oct 1, 2013. 06:13 PM | 3 Likes Like |Link to Comment
  • Be Greedy, For Now [View article]
    Or not tapering but talking about tapering as that's all it takes to make the yields rise and the market to drop. Will be interesting to see what effect a follow through will have.
    My take is that they will talk a lot about taper, then eventually they will taper, then decide to untaper even more than the taper.... It's a mess and the Fed decisiveness doesn't seem to be there, or in fact their calculations of the effect of any taper (or just talking about taper) has on the market.
    Sep 30, 2013. 02:43 PM | Likes Like |Link to Comment
  • BlackBerry cancels FQ2 CC [View news story]
    TH can't face any questions... He just wants his golden bonus while leaving everyone holding the bag.
    Sep 25, 2013. 08:57 PM | 6 Likes Like |Link to Comment
  • Tesla Motors in focus [View news story]
    "There will be no self-guiding vehicles that do not require special roadway concessions for a long time"

    Assumptions, check out the video below, no special roadway concessions.

    "A partial solution is no solution and a waste of money"
    Completely disagree. No-one gets a home-run on their first release. The technology will mature, for the ones that are involved in it for the ones that aren't it will be catch-up or licensing

    It's easy to dismiss the Mercedes effort with Nokia, but companies are making strides in this area. This effort is impressive to say the least. It's not only Tesla that can claim to be a 'Technology company' I'm afraid.

    http://bit.ly/1bGSEsZ

    The viability of this product category has been proven and the rest of the car manufacturers GM, VW group, Ford, Toyota are not going to leave all the pie to Tesla. Will be interesting to see how this unfolds from the sidelines.
    Sep 25, 2013. 07:03 PM | 1 Like Like |Link to Comment
  • Key Details Emerge On Microsoft's Acquisition Of Nokia [View article]
    I doubt that with an extra 32000 employees on the Microsoft payroll, Microsoft will dabble in this space. I expect this to be a serious push from Microsoft although that doesn't mean it will ultimately succeed. MS hardly has a proven track record in the hardware space (In fact it's track record is one of write-offs). It's tempting to say 'This time it's different', since arguably the Nokia devices bring Hardware innovation to the table. Now it's MS turn to do their part for the lagging OS features and put some serious money into Marketing (preferably without Steve Ballmer's direction) - The market is already discounting this in Microsoft and any sign of success will be a boost for MS - Given how entrenched MS is in the enterprise and complete unsuitability of Android for that segment, MS has a golden opportunity to capitalise on its investment.
    Sep 22, 2013. 10:12 AM | 9 Likes Like |Link to Comment
  • Bloody Buenaventura: Time To Pick Up This Falling Knife - By The Handle [View article]
    Time to load up, low debt, severely punished in the negative sentiment, now with a change of sentiment this is a reversal in the making which can easily run to 20.
    Sep 18, 2013. 09:16 PM | 1 Like Like |Link to Comment
  • The New Nokia Has At Least A 20% Upside Potential [View article]
    Seppo, thanks for your 2 great articles and your constant updates in the stocktalk section.

    I find it perplexing that the analysts suddenly discovered the other parts of Nokia. To suddenly have the Nokia target raised from $2 to $7.7 must mean that this D&S division must have been quite a deadweight valued at -$5.7 per share - Funny how it fetched a few billions when sold. I find it difficult to follow their reasoning. Sum of the part valuations here on SA by redrut and others where much more spot on.

    The higher this flies, I find it increasingly difficult that the shareholders will reject the deal with all this value suddenly unlocked. However, Abu's great article with questions along with those in comments do need answering.

    My last stock talk for those of you that follow that side of SA was me pulling the trigger early on a partial position (!), hedging against Kerry wanting to start World war III. At least the rest is still in there, too bad I didn't have access to puts.

    Long Nok and waiting for a dip to add more (aren't we all :-) - We could well be 1$ higher before we see that breather.
    Sep 12, 2013. 06:38 PM | 4 Likes Like |Link to Comment
  • Questions The Nokia Board Of Directors Need To Answer [View article]
    Excellent questions that need answering.

    This statement takes it home:
    "The board apparently complained of Nokia's weak market share in January 2013... The position of Nokia then and now is fundamentally different. Yet it appears to have been sold on where it was 9 months ago."

    Agreed, it does seem that D&S was sold at Jan 2013 price.
    Sep 6, 2013. 02:42 PM | 6 Likes Like |Link to Comment
  • Why Microsoft Should Buy BlackBerry Post Nokia And Rule The Galaxy As Father And Son [View article]
    I share your sentiment. Subscriber base would basically be guided out by means of: This is your new (not so) compatible product, your current one is reaching end of life by X, windows live messenger style.
    Sep 6, 2013. 05:48 AM | 1 Like Like |Link to Comment
  • Why Microsoft Should Buy BlackBerry Post Nokia And Rule The Galaxy As Father And Son [View article]
    An interesting take, however, I don't see why Microsoft would need 3 mobile operating systems:
    - Windows Phone
    - Asha
    - QNX

    It also does not need yet another app store.

    It could do with all the patents and merge the best of all features into Windows Phone.

    If Microsoft was to go after BBRY it would only be after a very particular slice that it needs the most. TH has mentioned that they're prepared to slice up BBRY to sell what's relevant to interested parties.

    What would presumably be of most interest:
    - Patents
    - Subscriber Base
    - BES that fits well with its enterprise offerings.

    It would arguably crown Microsoft as the de-facto go to serious smartphone company relegating Android to play phones with their aptly named play store. The only other contender for smartphone in the enterprise is Apple.

    Re hardware and QNX, MSFT now has hardware, factories and two mobile Operating Systems. QNX and BBRY devices would be too much noise on Microsofts existing efforts with the Lumia line.
    Sep 5, 2013. 06:35 PM | 4 Likes Like |Link to Comment
  • Forum On The New Nokia - The Future [View instapost]
    Spot on Doggie
    Sep 5, 2013. 05:47 PM | 1 Like Like |Link to Comment
  • 5 Positives About Microsoft's Acquisition Of Nokia [View article]
    I was and remain a Nokia shareholder, but I wasn't looking for a short pop, but long term growth.
    Sep 5, 2013. 04:24 AM | 1 Like Like |Link to Comment
COMMENTS STATS
114 Comments
429 Likes