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wiesje

wiesje
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  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]

    you know what really amazes me is that it seems that Nokia as well as the Germans are communicating through the wire services, they make it look like this is a straight forward auction, but in the meantime they threaten each other


    NOK to the Germans " you are our preferred bidder, but if you don't pay up, we will sell to someone else "

    the Germans to NOK " if you don't sell to us, we will sue you and we will take our biz away "

    no wonder private equity and some Chinese are saying " screw you, if we can't have it, we won't bid on it "

    I mean how stupid is all this ?
    Jun 23, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • BlackBerry now down 2%; software and services outlooks affirmed [View news story]
    with all due respect, what matters is that Prem and the other large stock holders start to realize that there is only so much Chen can do for BBRY, he has cleaned the biz, stopped the bleeding, but he cannot fix for what has been permanently broken, BBRY is no longer the power house able to compete with Apple, Samsung or the upcoming Chinese manufacturers, even MSFT with pockets so deep is struggling to get the Nokia phones back alive, AMZN failed, FB failed, Google failed.

    BBRY has two options either partner with a strong strategic player or sell out, BBRY is damaged goods they cannot even capitalize on their valuable assets , such as BBM and QNX, at some stage you have to give up the fighting and look for an exit.
    the sum of all parts is 15$ , take it Prem.
    I am long BBRY at an average of 9,50 , i am holding, knowing common sense will prevail
    Jun 23, 2015. 11:02 AM | 7 Likes Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]
    Thanks Seppo,

    yes this could become complicated, there seems to be a lot at stake
    
    Jun 23, 2015. 10:38 AM | 1 Like Like |Link to Comment
  • BlackBerry misses by $0.02, misses on revenue [View news story]

    the stock got heavily bear-raided last week, but these numbers are not dramatic , the company is doing exactly what they should do, preserving the cash and treading water.
    back to 10 and patiently waiting for Prem to find the right exit or partner,  holding for 15$
    Jun 23, 2015. 07:29 AM | 10 Likes Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]
    obviously should read .. were to buy Here from Nokia ...not Nokia

    apologies
    Jun 23, 2015. 05:04 AM | Likes Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]

    normally this would have been for MSFT, but with Elop out, there must be some serious axes to grind and they are reshuffling the whole organization, impossible to say where their priorities are right now.

    I agree that TT will fare extremely well if Uber were to buy Nokia, especially if they are paying up, that would leave NOK with a handsome book profit and TT would be laughing all the way to the BanK.
    I am holding both stocks, so that would be perfect to me, however I feel that the Politicians are pushing for the German coalition and they may well swing it their way, we shall see.
    Jun 23, 2015. 04:52 AM | Likes Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]
    yes, this has happened now quite often that Chinese companies pulled their bids, I think they see everything as non-binding

    anyway, that leaves probably as serious contenders

    - the German consortium as principals
    - Uber as principals
    - Baidu as a participant
    - MSFT as a minority holder ( as that is what we have been let to believe, would be their interest)
    - NOK as a minority holder ( same here , as an option )

    NOK pulling the sale altogether seems extremely  unlikely, but cannot be completely ruled out
    i believe there is quite some political pressure behind the scenes favoring the German coalition, but whether the Germans can come up with some formula or private equity participant to push the price up to the level to be able to match Uber/Baidu remains to be seen
    FB, even Apple or other companies have been mentioned , but I doubt they will participate in the bidding for Here.
    I find it extremely strange that NOK, according to the press, is so outspoken about favoring one bidder in particular, looks like the Politicians are pulling some strings influencing the outcome on this deal.
    exciting times, we will know soon enough.
    Jun 23, 2015. 01:31 AM | 2 Likes Like |Link to Comment
  • Apple Stock: Affirming My $140 Target By The End Of May [View article]

    me too Bob 150 $ for Apple by year end and hopefully BBRY sold in 2016 for 15$

    is that too much to ask for ?
    Jun 22, 2015. 05:52 AM | Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    I would consider buying MSFT in the low 40's, but selling Apple here at 125/126 $ is a far greater risk than buying MSFT imho, Apple is dirt cheap, trading at 12 x earnings ( without the cash) or 16 x with, Apple is undervalued, but as with all stocks there are moments in time a stock gets overbought and needs a bit of a breather, that's where Apple is at right now, it is drifting from the highs ready to build fresh momentum which may take the stock up to 140 and likely 150 by year end.

    if i had a 1000 $ to invest , i put 250 in MSFT and 750 in Apple at present prices.
    Jun 21, 2015. 10:43 AM | 4 Likes Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth? [View article]
    well they sure are making an effort of it to knock BBRY down prior to the numbers, classical they hope people will exit the stock big time on poor performance , so they can buy back their short position.

    this is typical , the Traders at the desk put on short positions, the analysts lower their outlooks, the stock tanks and they buy it all back on weakness into the stops on massive long liquidation.

    well i just bought some more below 9, averaging down
    i still believe the shop will either partner, split or be sold and that should equate to a 15$ share price
    not easy hé Prem this BBRY stock ? well keep thinking
    Jun 20, 2015. 02:02 AM | 1 Like Like |Link to Comment
  • BlackBerry: Will This Be The Quarter Of Hardware Rebirth? [View article]

    this is a very good unbiased paper, thank you
    Jun 18, 2015. 02:55 AM | 1 Like Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]

    well they are done with Elop, that was a fast and furious move from NOK to MSFT to the EXIT

    Guess that counts MSFT out as a principal buyers for Here, participant as a minority may well be on, although with MSFT one can never tell
    Jun 17, 2015. 11:28 AM | Likes Like |Link to Comment
  • BlackBerry: Ask Yourself 2 Questions [View article]

    Long BBRY, because I believe Prem will sell the company and we stand to collect 15 $ a share, that's > 50% return in 12/18 months , as I feel that Prem no longer has the appetite to stay with this investment, but he will try and Trade out of BBRY at the best possible price.
    there are no fundamental LT reasons to stay with the stock, not for us and not for Prem, BBRY has some good valuable assets such as BBM and QNX, but BBRY is no longer the power house to be able to extract the right returns out of these assets, BBRY needs to find a strong strategic partner, if BBRY is not to end like Kodak , they need to sell now.
    I am counting on that happening and I am not the only one, recently some very wealthy individuals have all taken up some BBRY stock, they must also be counting on Prem selling the shop.
    Jun 17, 2015. 12:54 AM | 4 Likes Like |Link to Comment
  • Apple WWDC Vs. Google I/O 2015 [View article]

    @ beefy 136, as always by the time the weak longs have given up on the stock, that's what we are witnessing now, on every little down move some more are letting go
    timing is so bloody difficult, but I would predict the stock to trade at 145/150 by year end and we may go down just at or slightly below 120, so sit with it average down and just take the dividend.
    Jun 16, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Nokia Finally Selling HERE Maps. Does It Matter To Shareholders? [View article]
    yes I think so too, that's why MSFT has apparently said " we want in for a minority "

    anyway Andreas is right as far as Nadella goes imo , he is in charge bcse Ballmer screwed-up and Elop could not deliver Here at an acceptable price, so for Nadella now to come in and pay 7 bio is the fastest way to the exit.

    I must say MSFT makes it almost a habit of screwing-up with takeovers, where is Skype, where are the NOK phones ?

    MSFT is very, very lucky they are still so dominant with windows and cloud.
    They need a homerun for their share holders, not another cock-up, I doubt Nadella will overpay for Here, but with MSFT you never know.
    I must say I like the stock if it retraces to the low 40's
    Jun 16, 2015. 02:22 AM | 1 Like Like |Link to Comment
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