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EnricoPalazzo

EnricoPalazzo
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  • NII Holdings jumps after launching U.S. iPhone PTT service [View news story]
    This was also part of today's jump.

    http://bit.ly/1dtJUlh
    Jan 21 06:38 PM | Likes Like |Link to Comment
  • NII Holdings Tower Deal: Good Job, Now Spin-Off The Rest [View article]
    NIHD's bond covenants would allow this spin off?
    Aug 9 07:50 PM | Likes Like |Link to Comment
  • Add NII Holdings (NIHD) to the list of carriers getting a boost from the AT&T/Leap Wireless deal. Shares of the volatile and well-shorted Latin American carrier are up 6.2% AH. Also, Dish Network (DISH), long a subject of AT&T buyout speculation, is up 1.5%[View news story]
    Have you seen or heard anything on who any possible other LEAP bidders might be? There were shares trading AH significantly above AT&T's buyout price. Wireless is HOT!
    Jul 12 09:12 PM | Likes Like |Link to Comment
  • Nextel Lat-Am Is A Room With 3 Views: Long, Short And Buyout [View article]
    Stock performance hasn't matched bonds' performance. And bond's performance shows the unlikelihood of BK. Not to mention the ease at which NIHD was able to secure more recent bond offerings.
    Jun 14 10:19 AM | Likes Like |Link to Comment
  • Nextel Lat-Am Is A Room With 3 Views: Long, Short And Buyout [View article]
    There's a 4th view, NIHD's bonds' performance.
    Jun 14 07:53 AM | Likes Like |Link to Comment
  • NII Holdings - There Is No Turnaround, Sell While You Can [View article]
    Classic short article. NIHD is an asset play. Watch out for the steamroller. Have you seen the Softbank/Dish war going on for wireless assets?
    May 24 09:46 AM | 1 Like Like |Link to Comment
  • NII Holdings: A Raging Buy Emerges From Misread Of EBITDA - $13.13 Target [View article]
    And why was so much money being thrown at NIHD very recently that they nearly doubled their bond offering? And then another $150M?
    May 4 01:50 AM | Likes Like |Link to Comment
  • NII Holdings: A Raging Buy Emerges From Misread Of EBITDA - $13.13 Target [View article]
    manakawari, then why are their bonds trading higher and higher?
    May 3 11:32 AM | Likes Like |Link to Comment
  • Very Curious Trading In NII Capital [View article]
    Not to mention cash proceeds from the $750M offering.
    Apr 4 05:36 AM | Likes Like |Link to Comment
  • Very Curious Trading In NII Capital [View article]
    The trading in the stock was extremely curious today as well.
    Apr 3 05:16 PM | Likes Like |Link to Comment
  • Very Curious Trading In NII Capital [View article]
    You gotta look at the tower and spectrum assets.
    Apr 3 05:16 PM | Likes Like |Link to Comment
  • Very Curious Trading In NII Capital [View article]
    You realize they have $1.5B in cash right now without any proceeds from the sale announced today, right?
    Apr 3 05:16 PM | Likes Like |Link to Comment
  • A Short Thesis On NII Holdings: Bet Against A Turnaround [View article]
    This is an arbitrage play on their assets. Central and Latin America are high growth areas in one of the hottest industries out there, if NIHD cannot make it work with the assets they have someone else will give it a try.
    Feb 21 06:44 AM | Likes Like |Link to Comment
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