Seeking Alpha

SivBum

SivBum
Send Message
View as an RSS Feed
View SivBum's Comments BY TICKER:
Latest  |  Highest rated
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015 [View article]
    VRNG is being slaughtered after halt. Less than $1 now, longs capitulate.
    Aug 15 12:51 PM | 2 Likes Like |Link to Comment
  • NQ Mobile -15.6% on CFO's resignation [View news story]
    Business as usual in China:

    http://bit.ly/1qcjLOU

    NEW YORK (TheStreet) –– The revelation that a company Alibaba has purchased a stake in now has accounting irregularities isn't likely to delay its initial public offering, slated to happen later this year, according to investors.

    "I think this is a 36 hour story," Ironfire Capital co-founder Eric Jackson said in an email. "By the time the roadshow starts, it will be forgotten." Jackson, a long-time Yahoo! shareholder, has recently pushed for Yahoo! to be acquired by Alibaba or Japanese conglomerate Softbank.

    A division of Alibaba Group, Alibaba Pictures Group said it would delay its first-half earnings report after the company found accounting irregularities. The irregularities occurred prior to the 60% stake Alibaba took in the company, previously named ChinaVision Media Group. Alibaba spent $805 million for the stake earlier this year, amid several other acquisitions.
    Aug 15 09:58 AM | 4 Likes Like |Link to Comment
  • NQ Mobile -15.6% on CFO's resignation [View news story]
    Options expiration date. How nice.
    Aug 15 09:30 AM | 1 Like Like |Link to Comment
  • Ebola outbreak prompts Feds to ante up more development funds for BioCryst antiviral [View news story]
    Gee, government intervention where are the capitalists to fund the R&D instead of taking public money? May be one of those countries with lower taxes should pony up.
    Aug 13 11:15 AM | Likes Like |Link to Comment
  • Arbitrage Shows The Market Isn't Ready To Trust NQ Mobile [View article]
    It is the bump from the ChinaRock's disclosure last Friday during after hours.
    Aug 11 10:47 AM | Likes Like |Link to Comment
  • NQ Mobile Offer: Fact Or Fiction? [View article]
    ChinaRock raised stake?

    **The reporting persons making this filing hold an aggregate of 9,218,050 ADSs, which is 16.70% of the class of securities. The reporting person on this cover page, however, may be deemed a beneficial owner only of the securities reported by it on this cover page.
    Aug 8 04:42 PM | Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    **The reporting persons making this filing hold an aggregate of 9,218,050 ADSs, which is 16.70% of the class of securities. The reporting person on this cover page, however, may be deemed a beneficial owner only of the securities reported by it on this cover page.
    Aug 8 04:41 PM | Likes Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    TI, There are many others but MONT is cited in this article.
    Aug 8 02:01 PM | Likes Like |Link to Comment
  • Gilead to price Sovaldi at $900 in India [View news story]
    Fly to India or wherever prices are at 10% of our price for treatment. Pay for first class tickets and then some.
    Aug 8 11:48 AM | 1 Like Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    keubiko,

    I had written about non-binding MBO/LBO offers are more prevalent than binding. Just an example on Montage:

    3/10/2014 9:04 AM ET

    China-based chipmaker Montage Technology Group Ltd. (MONT: Quote) said Monday that is has received a takeover offer from Chinese state-owned Shanghai Pudong Science and Technology Investment Co. Ltd. to acquire the company for $21.50 in cash per ordinary share.

    ...

    Shanghai-based Montage Technology said its board of directors is reviewing and evaluating the preliminary, non-binding offer from Shanghai Pudong Science and Technology or PDSTI, but has not yet made any decision on the offer.
    Aug 8 11:41 AM | Likes Like |Link to Comment
  • Vivus beats by $0.04, beats on revenue [View news story]
    Better data than Belviq for sure but need to down size R&D some more and focus on marketing current portfolio in mho.
    Aug 7 04:19 PM | 1 Like Like |Link to Comment
  • Arbitrage Shows The Market Isn't Ready To Trust NQ Mobile [View article]
    HELLO Newbie,

    Just checked, Russia import block on foods has not been called off per BBC. The market risk is still elevated.
    Aug 7 03:58 PM | Likes Like |Link to Comment
  • Arbitrage Shows The Market Isn't Ready To Trust NQ Mobile [View article]
    That will change just as we used to make our only microwave receivers in the 80's for cable or Napster or rip our own movies on blank discs.
    Aug 7 02:54 PM | 1 Like Like |Link to Comment
  • Arbitrage Shows The Market Isn't Ready To Trust NQ Mobile [View article]
    ET, I am neither bullish or bearish on NQ but just a day/swing trader here. I was merely pointing out the two facts that the author put in his conclusion. The rest are conjectures on his part.
    Aug 7 02:29 PM | Likes Like |Link to Comment
  • Arbitrage Shows The Market Isn't Ready To Trust NQ Mobile [View article]
    Who can ague with what the author wrote. Like to add that the entire market looks tired and 50% sell off for your favorite stocks like Apple, Google, IBM etc is more probable today than anytime since Mar 2009:

    The pricing of the common now shows that this market is in no way ready to take this company on their word, and I'm not quite ready to do so either. I continue to contend that NQ is a risk, and advise caution to all investors.
    Aug 7 02:23 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,572 Comments
1,525 Likes