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bazooooka

bazooooka
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  • Closing The Bid-Ask Spread In M&A Talks [View instapost]
    Chris, how do you order rank these 3 in probability of getting a deal done in the next few years?
    Apr 17, 2015. 07:14 PM | 1 Like Like |Link to Comment
  • Halliburton Clearance Sale Going On Now [View article]
    Nice idea. HAL is best of breed and I have been wanting some exposure to oil at these lower crude prices and I love discounts. BHI (the acquiree) seems like a great backdoor way into HAL; clear and concise.

    ""Deal Terms

    HAL and BHI announced a definitive agreement under which stockholders of BHI will receive, for each BHI share, a fixed exchange ratio of 1.12 HAL shares plus $19.00 in cash. The deal will probably close around October 1, 2015. The current spread of $4.19 represents an annualized net return of around 13%""
    Apr 17, 2015. 07:08 PM | Likes Like |Link to Comment
  • A Week In The Life Of Sifting The World – Friday, April 17, 2015 [View instapost]
    bruv,

    1M and 5% is pretty darn high conviction for a micro-cap junior miner position. However, if you and/or your fund would like to take a larger stake please do; i.e. I'd assume your not just trolling with the "peanuts" comment right? Some of us would appreciate the liquidy as this one heads toward fair value.
    Apr 17, 2015. 06:40 PM | 2 Likes Like |Link to Comment
  • Staples Clearance Sale Going On Now [View article]
    Ernest,

    Congrats on your CFA level 3 candidacy. Fwiw, you may want to be a bit more polite to hedge fund managers if you are "seeking an analyst position". I tend to be polite to those who are both smarter and better connected than myself, especially when they live and work in my general proximity.
    Apr 17, 2015. 06:17 PM | 7 Likes Like |Link to Comment
  • CUBA - Retail Exuberance Drives Unwarranted 33% NAV Premium And Potential Insider Selling Catalyst [View article]
    I'd figured the market already had sorted this one out. I guess I need to contribute my votes toward the true clearing price.
    Apr 17, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • Weird Stuff For Sale By The Government [View instapost]
    When the government was doing Cash for Clunkers I had a friend buying $200 junkers off Craigslist and then selling to Uncle Sam for $1500 a pop. Funny thing is they wanted the clunkers with empty tanks (since they crushed all those cars). Heck, I ended up with 100s of gallons of free gas that my friend couldn't use himself just for pointing him in the direction of some motivated clunker sellers who were too lazy to fill out government forms.
    Apr 17, 2015. 06:08 PM | 7 Likes Like |Link to Comment
  • AT&T Clearance Sale Going On Now [View article]
    Nice risk/reward idea per usual. I likely write a few calls just to see it play out.
    Apr 17, 2015. 06:00 PM | Likes Like |Link to Comment
  • Chris DeMuth, Jr. Positions For 2015: Banking M&A, Milestone Payments, Litigation Results [View article]
    Chris,

    Do you expect GDRZF to trade at 75 cents on the awarded dollar before 2016? Are you handicapping this one in the probable category; or more like possible?
    Apr 17, 2015. 04:39 AM | 1 Like Like |Link to Comment
  • Carl Icahn Says 'Jump' And The Market Asks 'How High?' [View article]
    Hard to get a borrow but one might want to short some to lock in some gains.
    Apr 17, 2015. 03:46 AM | Likes Like |Link to Comment
  • Firsthand Technology Value Fund: Wide Discount, Too Much Risk [View article]
    If the IPO window lastx well into 2016 then maybe the NAV gap will close. But the large discount factors in that many of those companies may never make public debuts.
    Apr 17, 2015. 03:44 AM | Likes Like |Link to Comment
  • Free Gold [View instapost]
    Interesting that Paramount paid 30M Canadian 5 years backs when PZG and Gold were at almost the same prices we see today. Also presumably they developed the property a bit since then; so I'd think that's a good base case valuation for the SpinCo.

    I'd suspect the SpinCo ends up near a 20M USD marketcap near term and could easily double if Gold spikes. For reference look at both PZG and Gold prices move in near tandem starting in the the Summer of 2010.

    http://bit.ly/1HdfuXo
    Apr 16, 2015. 11:34 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 395: Apr. 8, 2015 [View instapost]
    Rick (and Rug),

    You will find most reverse mergers don't end well. There are exceptions but not many. Also the involvement of shady characters in the reverse merger shell (and PIPE) game is beyond coincidental. I know JP is a smart guy, that's why I assumed he would have been part of the few success stories, from retail holder perspective, in this industry.
    Apr 16, 2015. 05:28 PM | 2 Likes Like |Link to Comment
  • Axion Power Concentrator 395: Apr. 8, 2015 [View instapost]
    John,

    It was a simple question. It's telling you can't even point to one past deal that's still trading. Heck, if you could show one from the days of yore that was above its debut pps, that'd been helpful. Imo, the reverse merger game seems like a scummy business.
    Apr 16, 2015. 04:47 PM | 1 Like Like |Link to Comment
  • Axion Power Concentrator 395: Apr. 8, 2015 [View instapost]
    John,

    Can you give a single example of a reverse merger you've participated in that ended well for common stockholders?
    Apr 16, 2015. 03:56 PM | 2 Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Emma,

    You make great points. However, as Kit suggest above this one might not ramp in time to make the first milestone - thus it could dip back toward the 2014 lows. The drug seems like a sure winner, the stock isn't nearly as certain (yet).
    Apr 15, 2015. 11:05 PM | Likes Like |Link to Comment
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