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  • Why Monitise Is Done [View article]
    So, my suspicion was correct. Thanks for tacitly confirming your motive.
    Jun 15, 2015. 09:45 PM | Likes Like |Link to Comment
  • Why Monitise Is Done [View article]
    Two things puzzle me:

    1. Why you fancy yourself to be an expert in all things Mobile Commerce when, in actuality, you are not even a 'techy' actively employed in the industry. You have no mobile commerce credentials.

    2. Why you care what happens to Monitise. What difference does it make to you? If you are not long, or short, the shares then you should be indifferent to MONI's fortunes or misfortunes.

    Which brings me to a strong suspicion that you may be receiving some sort of gift, benefit, or fees, directly or indirectly, from people who are short or directly, or indirectly, stand to benefit from short positions. After all, your latest missive on Monitise did drive the shares down almost 7%. And if none of this may be true (we will never know) the fact would remain that you have no reason to be doing this.

    Nobody else is doing it.
    Jun 15, 2015. 08:23 AM | 1 Like Like |Link to Comment
  • Why Monitise Is Done [View article]
    Following is Monitise's response to my inquiry to them yesterday:

    This guy Santos seems to be engaging in a bit of schadenfreude concerning Monitise. I suspect he may be a mouthpiece for short interests. He has been gratuitously enjoying your misfortunes for several months now.

    I would like to know from you how his understanding is flawed.

    Dear ___,
    Thanks for your email. The article below seems to suggest that Monitise is a payment method, and therefore competing with Apple Pay and Google Pay. We are not a payment method. I have attached our latest annual report, which sets out on pages 4 & 5 how Monitise operates and what we provide to our customers.

    In summary:

    · ApplePay/GooglePay type services enable consumers to make in-store proximity payments and eCommerce payments from their mobile.

    · Monitise enables bank customers to check their balances and transactions, pay bills, pay other people, set and manage alerts, deposit cheques etc.

    · We are agnostic with regard to payment method. We integrate whatever method our clients want. If something like ApplePay is successful (no guarantee!) and if our clients want to participate, and if it requires connectivity to banking app (doesn’t at present), then our client would ask us to connect to it, which Apple would make easy because they want to encourage adoption.

    I hope this helps.

    Kind regards,
    Jun 12, 2015. 10:32 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan: Is The Stock About To Take A Nosedive? [View article]
    I enjoy and value your insights about KMI. I am also long KMI and plan to get much longer. I get the part about KMI is a 'toll road' keeper and, as such, does not get directly impacted by current oil woes. But I can't get my head wrapped around the notion that the impending demise of shale oil's weakest players, and capping hundreds of wells throughout North America, does not result in lower volumes flowing through KMI's 'toll roads'. Why does that not result in lower fee volumes at KMI? It bothers me.
    Jan 9, 2015. 09:23 AM | Likes Like |Link to Comment
  • Notable earnings after Monday’s close [View news story]
    Yea, that's too bad. But we shouldn't care because if he had posted an actual article it would probably not have been reasoned very well either.
    Nov 23, 2014. 06:45 PM | Likes Like |Link to Comment
  • Visa slicing away stake in Monitise [View news story]
    VISA stake has been reduced from 15% to 5.5% due to dilution alone. They haven't sold any shares. To claim that they have 'trimmed' their holdings implies they have executed sale transactions, which is untrue.
    Oct 11, 2014. 12:41 PM | 1 Like Like |Link to Comment
  • Carney: Don't buy the dip in Frannie [View news story]
    I need to know what Ackman, Berkowitz and Icahn have done with their shares.
    Oct 2, 2014. 10:06 AM | Likes Like |Link to Comment
  • The Case For Fannie Mae: Perry's Motion For Supplementation Of Defendant's Administrative Record [View article]
    I too am interested in the remainder of the briefs.
    Sep 29, 2014. 10:06 AM | 2 Likes Like |Link to Comment
  • Will Micron Shoot The Lights Out Thursday? [View article]
    TTM EPS multiple is less than 11.
    Sep 25, 2014. 10:08 AM | 2 Likes Like |Link to Comment
  • Russian gas supplies to central Europe still falling [View news story]
    They deserved it. Apparently you would rather the US be bombed by them.
    Sep 24, 2014. 08:12 AM | Likes Like |Link to Comment
  • Russian gas supplies to central Europe still falling [View news story]
    Your Vladimir will not be winning a Nobel prize anytime soon.
    Sep 23, 2014. 08:23 AM | Likes Like |Link to Comment
  • Russian gas supplies to central Europe still falling [View news story]
    Sep 23, 2014. 08:22 AM | Likes Like |Link to Comment
  • Russian gas supplies to central Europe still falling [View news story]
    Europe will regret getting in bed with Russian energy guys. Just note what is going to happen this winter. Brrrrrrr!
    Sep 22, 2014. 09:57 AM | Likes Like |Link to Comment
  • SanDisk -7.1% AH due to margin drop; Micron -2.4% [View news story]
    MU following SanDisk down is simply a form of 'guilt by association', which is, of course, ridiculous. Both of these companies are in the right place at the right time with the right products. Besides, there are a lot of things that can erode margins. Just because one company slipped margins does not mean its competitors will. If MU holds TTM earnings and achieves a 17 multiple, it becomes a $50 stock. SanDisk's TTM multiple is 22. Duh!
    Jul 16, 2014. 05:20 PM | 3 Likes Like |Link to Comment
  • With the meme circulating that a sub-15 VIX is rare, not likely to last, and consequently bearish for stocks (I, II), Bespoke reminds that prior to 2007, sub-15 was closer to the norm. In one 3 year period - 1993 to 1995 - the VIX closed below 15 on 89% of all trading days. [View news story]
    And don't also don't forget we are nearing the end of the current 4 year cycle now and in 1993-1995 we had not started Kondratief winter either.
    Aug 14, 2012. 06:01 PM | Likes Like |Link to Comment