BCE Forum Topics
- All Comments on BCE
- General Discussion on BCE
- Does the Clear Channel Settlement Spell Trouble for BCE? [view article]
- BCE Deal Faces Several Hurdles [view article]
- Genuity Capital Expects BCE Deal to Close [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Could the BCE/Ontario Teachers Union Deal Use JPMorgan's Help? [view article]
- What Are BCE Put Options Telling Us? [view article]
- Status Report: BCE - Teachers Private Capital [view article]
- Fast Money Recap: 3/26/08: Oil is Well [view article]
- Clear Channel Ruling Should Boost BCE Shares [view article]
- What Happens When Headline Writers “Misspeak” [view article]
- Investors Disappointed by New BCE Timeline [view article]
loading ...Recent BCE Articles
- Does the Clear Channel Settlement Spell Trouble for BCE?
- BCE Deal Faces Several Hurdles
- Wall Street Breakfast: Must-Know News
- Genuity Capital Expects BCE Deal to Close
- Could the BCE/Ontario Teachers Union Deal Use JPMorgan's Help?
- BCE: Long Equity and Long Credit Trade Could Minimize Downside Risk
- What Are BCE Put Options Telling Us?
- Status Report: BCE - Teachers Private Capital
- What Happens When Headline Writers “Misspeak”
- Clear Channel Ruling Should Boost BCE Shares
- Full List of Articles »
investor
Does the Clear Channel Settlement Spell Trouble for BCE? [view article]
I agree with Mr. McQueen. RIM is just one of many venues for easier money than the BCE deal. The bondholders can still drag this on for at least six months by appealing to the Supreme Court, the banks may stall for a better deal and the list goes on. The number of potential roadblocks just does not merit hard earned funds remaining on the table in this stinking deal. It was handled poorly from the beginning...rather like the telephone service Bell sometimes gives. However the fault is with Teachers in this case who failed to honestly deal with the bondholders grievances and with the banks difficult position. Teachers answer has been to litigate. That is great news for their lawyers but really lousy for shareholders who with this deal have the patience of a saint! The truly laughable aspect of this deal has been the number of hedge funds in the USA who have been scrutinizing and chasing this deal as though it were the last one on earth. I have learned from this one that they are not as sophisticated or smart as they have pretended to be! ReplyDoes the Clear Channel Settlement Spell Trouble for BCE? [view article]
A deal is a deal. Reducing the agreed price would have to be approved by stock holders and then it could be opened to other bidders - Telus. Do the Teachers really want to open a can of worms. The deal will be done at the set price!! ReplyDoes the Clear Channel Settlement Spell Trouble for BCE? [view article]
finally, someone who gets it. Replyinvestor
BCE Deal Faces Several Hurdles [view article]
I think Monday, May 12th will be a crucial day. Even Mr. Allen, would I am certain admit that the deal could be showing signs of major problems if the CRTC documentation is not filed by then. Monday could see the stock up reasonably well but just as likely down by more than 10% if the transaction's completion looks in jeopardy. ReplyGenuity Capital Expects BCE Deal to Close [view article]
My opinion is that there is some obstacle among the buyers preventing them submitting the revised documentation required by the CRTC. It probably relates to loss of equal control by the US buyers as ordained by Konrad Von Finckenstein. The request for a delay cannot be logically attributed to a logistical logjam at the buyers law firrms. They have teams available 24/7 for deals like this. The request curiously was sent at a very late stage to the CRTC leading me to conclude that the buyers were bargaining among themselves furiously hoping to reach a settlement up to the last possible moment.My second worry is that the bondholders can drag this case on easily past November financing commitment deadlines by appealing to the Supreme Court. One month in our (in fact most) court system is the equivalent of the blink of a layman's eye.
Clearly there are still big hurdles. The Clear Channel deal looks like the banks will have to pay up. The BCE committed banks may be saved by either the CRTC or the bondholders protracted legal proceedings. Reply
Wall Street Breakfast: Must-Know News [view article]
So Fannie loses a couple billion and the regulators lower their capital requirements. Brilliant! ReplyWall Street Breakfast: Must-Know News [view article]
Yes, I appreciate my "Breakfast Reading". ReplyWall Street Breakfast: Must-Know News [view article]
gebby, I think the editors are trying to consolidate the headlines to make them easier to view. I personally enjoy my Wallstreet Breakfast. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Thank you Numbersman. Corrected. ReplyWall Street Breakfast: Must-Know News [view article]
You state that BIDZ "Q1 EPS of $0.15 in-line". This is an incorrect statement. The actual was $0.18, which beats Street estimate of $0.14 (27% better than estimate). ReplyWall Street Breakfast: Must-Know News [view article]
And then came the establishment of the Reasonable Profits Board and it spread throughout the land and nothing on Wall street was ever the same again. The End. ReplyEli Hoffmann
Wall Street Breakfast: Must-Know News [view article]
Not sure what you're asking, gebby. ReplyWall Street Breakfast: Must-Know News [view article]
why are you reprinting the headlines fro alpha? ReplyCould the BCE/Ontario Teachers Union Deal Use JPMorgan's Help? [view article]
We would need to know what the terms of the Mars financing deal are and compare that to the other deals to decide if it would trade below par. The old deals are underpriced and undercovenanted for today's market, so if the old deals are to get done they need to be reworked, i.e. pricing significantly increased and structure redone. Replyinvestor
Could the BCE/Ontario Teachers Union Deal Use JPMorgan's Help? [view article]
The failure to file the amended agreement with the CRTC was not "innocuous" as the writer mentions. In fact, there are signs that it indicates disagreement on CRTC requirements among the different buyers. They may well use CRTC regulatory stubbornness as an excuse to exit the deal claiming they have used their "best efforts" and thereby owe no penalty. Drafting of requiredCRTC revisions would not have taken more than a few days maximum. The buyers' regulatory lawyers had one month. There is something smelling very foul in this deal which BCE and Teachers are trying hush for the moment. Reply