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  • Shorting Twitter: The Aftermath  [View article]
    Implementation of new strategic initiatives often go hand and hand w/ a significant expenditure of capital, particularly if M&A is involved. Assuming TWTR pursues a new direction(s) and significant capital is required, what is the most likely initial impact on its share price in your opinion?
    Jan 24, 2016. 12:13 PM | Likes Like |Link to Comment
  • Depomed: The Long Case Strengthens  [View article]
    Thanks for your thoughts OT!
    Jan 18, 2016. 12:46 PM | Likes Like |Link to Comment
  • Sprint -9.9% as it plans 'radical' network overhaul; tower firms dip  [View news story]
    Almost certainly not being renewed.
    Jan 18, 2016. 05:37 AM | Likes Like |Link to Comment
  • Depomed: The Long Case Strengthens  [View article]
    I know January has been brutal across the entire market, but do you remain confident in DEPO holdings?
    Jan 17, 2016. 06:05 PM | Likes Like |Link to Comment
  • Sprint: Looking At Claure's Upcoming Moves  [View article]
    It's right if it works. What if it doesn't?
    Sep 27, 2014. 12:21 PM | Likes Like |Link to Comment
  • Is Three Still Value In T-Mobile?  [View article]
    Given a formal offer was never "officially" made y Sprint, I don't think TMUS is legally entitled to a breakup fee from Sprint. If I'm correct, that $1-$2BN should be backed out of the analysis.
    Aug 27, 2014. 01:38 AM | 1 Like Like |Link to Comment
  • Stolen Barclays' client data sold in "worst data breach ever"  [View news story]
    If that's their response, Barclay stands to be the biggest loser here.
    Feb 9, 2014. 04:08 PM | Likes Like |Link to Comment
  • Cameco Corp: My Favorite Commodity Stock For 2014  [View article]
    Much has been made of the impact of the Russian "contribution" of the "Megatons to Megawatts" project but I have heard little to nothing concerning whether de-commissioned American nuclear missiles also serve as a potential source of uranium for civilian purposes. If it does, is this source largely depleted as well or might it continue to offset some if the demand for uranium?
    Jan 15, 2014. 05:16 PM | Likes Like |Link to Comment
  • Sprint Bonds: Dramatic Progress, But More To Do  [View article]
    Your comment in re Japanese lenders versus their international peers is an interesting one. Given your past history in Japan, can you share the feeling you get from your own contacts regarding SoftBank's intentions regarding Sprint ?
    Jan 13, 2014. 10:08 AM | Likes Like |Link to Comment
  • Updating The Impact Of Axion Power's PIPE  [View article]
    To bad Boeing wasn't as thorough.
    Jan 12, 2014. 03:16 PM | Likes Like |Link to Comment
  • T-Mobile's Self-Defeating Resurgence  [View article]
    The deal must pass through "Charybdis and Scylla" played by the DOJ and FCC. How they see the issue will likely decide the fate of this proposed merger.
    Dec 15, 2013. 12:04 PM | Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes  [View article]
    I don't have a good grasp of the accounting issues surrounding this case so you may be right but I am cynical that the company would take on the SEC over this matter that stands to "improve" their "...future period's adjusted EBITDA..." so materially. I further understand that Accounting Restatements have a way of spooking investors even if the underlying changes are not particularly harmful to company fortunes so perhaps that concern has driven this fight by the company. Still, if acceptable or even "preferred" accounting was available to a company that would materially benefit its position moving forward, I don't think this would have been such a fight.
    Sep 20, 2013. 11:55 AM | Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes  [View article]
    Just a flesh wound James. ;>)
    Sep 20, 2013. 11:29 AM | Likes Like |Link to Comment
  • DISH And Sprint Can't Split The Baby  [View article]
    Given your statement that, "For investors the right move seems clear, namely to stay with the targets, the companies most likely to be taken out", who is the next realistic and attractive target in your opinion?

    Thanks!
    Jun 19, 2013. 11:43 AM | Likes Like |Link to Comment
  • Clearwire (CLWR) officially endorses Dish's (DISH) $4.40/share tender offer, calling it in the "best interest of Class A stockholders." Clearwire's special committee now unanimously opposes Sprint's (S) $3.40/share buyout offer, and the company has rescheduled a shareholder vote on the Sprint deal set for Thursday to June 24. Dish's offer, which is subject to 25% of Clearwire shares being tendered, is now good until July 2. Even if Sprint's merger with SoftBank (SFTBF.PK) goes through, Dish's possession of a large minority stake in Clearwire gives it leverage to strike a favorable 4G network deal. (WSJ report[View news story]
    Sprint still retains a majority stake in CLWR and will remain as CLWR's largest debt holder, if I recall correctly, giving them a significant position of "control" if CLWR goes bankrupt. So this represents a clear setback for Sprint's plans but if this vote goes on as currently anticipated and Dish wins, the real dance begins.

    How will it end, I don't know but I assume Dish will either attempt to create some meaningful partnership w/ Sprint/SoftBank which I suspect will be difficult to pull off, given the struggle b/n SB & Dish over Sprint; or Dish will seek eventual breakup to accumulate yet another large swath of spectrum for something. Will Sprint/SB eventually play along? I suspect they will resist and attempt to bear out your prediction to "waste" Dish's efforts. That said, I further suspect Dish is prepared to use all means available to it to make this successful for their own purposes.
    Jun 13, 2013. 11:36 AM | Likes Like |Link to Comment
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