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ArKeh

ArKeh
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  • ArKeh
    $AAPL I do not like apples, but what do central banks like that invest in equities? liquidity, dividend? some downside protection from SBB?
    Apr 25, 2:40 PM
    Reply (1)
    • ArKeh: (I prefer central banks not to invest in stocks at all!)
      Apr 25, 2:41 PM
      • ArKeh
        $GTI: Gloria, have u enjoyed ur conversation with urself? Short interest in GTI is 21m out 135m shares (14%+) or c28% of shares ...
        Apr 25, 12:12 PM
        Reply (3)
      • View all 3 replies
        • ArKeh: ... getting into trouble. I can live with either direction :o)
          Apr 25, 12:14 PM
        • Gloria Kessler: Glad your back
          Apr 26, 11:02 AM
          • ArKeh
            $AAPL I wonder whether we overlook the momentum of media sales and app revenue in AAPL; will continue to rise even when hardware sales fall.
            Apr 17, 3:44 PM
            Reply (1)
            • ArKeh: ... as app and media sales relate to the installed base of iPads rather than the new business.
              Apr 17, 3:51 PM
              • ArKeh
                $GTI had to disclose so much more on long-term investment case. read http://seekingalpha.com/a/qair
                Feb 28, 11:23 AM
                Reply
                  • ArKeh
                    $GTI: I am opening up to the thought you could drive it to 6 and I could by even cheaper. Just to give you an impression where the PC ...
                    Feb 28, 8:14 AM
                    Reply (12)
                  • View all 12 replies
                    • ArKeh: Gloria, they guide on the basis of the book that they have, ok?
                      Mar 1, 8:51 AM
                    • Gloria Kessler: "they guide" and short guide theirs, right?
                      Mar 1, 12:24 PM
                      • ArKeh
                        $GTI is a core Investment that varies in size. I add low and sell high, but I am always invested. I am buying the assets (not earnings)
                        Feb 22, 5:34 PM
                        Reply (18)
                      • View all 18 replies
                        • The Hammer: understand u trade it, but why is it a core position? what is your main thesis to own?interesting emerging solutions buisness
                          Feb 25, 10:47 AM
                        • Gloria Kessler: GTI going to 5 with bleak outlook as revenue and cash flow weaken
                          Feb 25, 11:25 AM
                          • ArKeh
                            $GTI: strong Option activity before results tomorrow. Looks like 10$ puts being closed, 10$ calls opened and 7.5$ short-puts used to fund.
                            Feb 22, 11:46 AM
                            Reply (4)
                          • View all 4 replies
                            • Gloria Kessler: looks like more put than calls with options.
                              Feb 22, 2:31 PM
                            • ArKeh: Looks like 10$ puts for Mar positions closed or bought as a synthetic Long.You know what the numbers mean, don't play the bear while buying.
                              Feb 22, 5:56 PM
                              • ArKeh
                                $GTI Superb presentation on future development of the scrap-steel market (today's BOF boom in China 2 become the future scrap-steel boom
                                Feb 20, 3:45 PM
                                Reply (4)
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                                • Gloria Kessler: you said a couple of months ago the opposite "GTI to benefit from price increase". LOL.
                                  Feb 22, 2:31 PM
                                • ArKeh: Gloria, scrap steel prices and graphite electrode prices are not exactly the same.
                                  Apr 16, 12:09 PM
                                  • ArKeh
                                    $GTI short interest per 31 Jan was 10.5%. Two major holders increase stake (reported yesterday); 10% short sold vs c40% of capital not ...
                                    Feb 15, 10:43 AM
                                    Reply (2)
                                    • ArKeh: ... held by 7 largest shareholders. Results due 26 Feb. That's going to get interesting!
                                      Feb 15, 10:44 AM
                                    • ArKeh: http://bit.ly/XdTQbx
                                      Feb 15, 10:45 AM
                                      • ArKeh
                                        $GTI patent protection of eGraf for thermal Management of eg consumer electronic devices: http://bit.ly/15g2wol
                                        Feb 14, 4:10 PM
                                        Reply
                                          • ArKeh
                                            $GTI filing stake increase by FMR to 13.9% or 18.7m Shares (vs http://bit.ly/XFVshu); see below re reported short selling in GTI
                                            Feb 14, 2:20 PM
                                            Reply (1)
                                            • Gloria Kessler: LOL. FMR rode the stock down from 22 to 8.75,
                                              Feb 22, 2:31 PM
                                              • ArKeh
                                                $GTI Janus Capital filed increase in Holding to 7.4% (b4 5.4%). See comment below re reported short-interest in GTI
                                                Feb 14, 12:11 PM
                                                Reply (1)
                                                • Gloria Kessler: Janus and Royce rode stock down from 22 to 8.75, do you think their shareholders are happy about that? lol
                                                  Feb 22, 2:31 PM
                                                  • ArKeh
                                                    $MSFT Surface RT offered at CE Retailer Saturn (subsidiary of Metro AG) in Germany from today. Buyers can now see &touch b4 buying
                                                    Feb 14, 6:36 AM
                                                    Reply (3)
                                                  • View all 3 replies
                                                    • Duke67: Good to know, thanks. I would buy Surface Pro right away.
                                                      Feb 14, 7:30 AM
                                                    • ArKeh: No Prices announced for PRO in Germany so far.
                                                      Feb 14, 8:37 AM
                                                      • ArKeh
                                                        $MSFT: Would Obama's common market with Europe suggest that MSFT would no longer pay Import duties for selling Software in Europe?
                                                        Feb 13, 9:52 AM
                                                        Reply (2)
                                                        • ArKeh: $AAPL i-Gadgets are produced in Asia, ie a different Story, no?
                                                          Feb 13, 9:53 AM
                                                        • sethmcs: Obama would like to import all the the EU's stupid regulations and maybe even enact a VAT.
                                                          Feb 13, 5:49 PM
                                                          • ArKeh
                                                            $MSFT: for those who share the Vision that Laptops and Tablets could converge towards smaller devices with passive cooling Need. See $GTI
                                                            Feb 11, 3:31 PM
                                                            Reply (5)
                                                          • View all 5 replies
                                                            • ArKeh: Presentation on Company Webpage: http://bit.ly/KJdzy4
                                                              Feb 11, 4:24 PM
                                                            • Gloria Kessler: I don't think this will add 100 million in sales for GTI,
                                                              Feb 22, 2:31 PM
                                                              • ArKeh
                                                                $GTI: http://bit.ly/UZo07e
                                                                Feb 11, 2:24 PM
                                                                Reply (8)
                                                              • View all 8 replies
                                                                • ArKeh: Electric cars: thermal Management of Lithium Ion Batteries, etc; Solar comes back, Wacker ended shortened working hours for Polysilicon
                                                                  Feb 11, 3:15 PM
                                                                • ArKeh: http://bit.ly/Y5d966
                                                                  Feb 11, 3:26 PM
                                                                  • ArKeh
                                                                    $MSFT I wonder why Surface Pro get so much attention and Office 2013 so little. http://bit.ly/YGCia2
                                                                    Feb 7, 10:29 AM
                                                                    Reply (6)
                                                                  • View all 6 replies
                                                                    • daniel_kol: MSFT does not push Office because people are reluctant to upgrade. Those that will buy it, will buy it, without wasting marketing funds.
                                                                      Feb 8, 1:02 PM
                                                                    • daniel_kol: Surface is getting attention because it's swimming upstream. It needs to stand out to get any sort of chance.
                                                                      Feb 8, 1:03 PM
                                                                      • ArKeh
                                                                        $AAPL: Heavy call Option trading expiry 16 Feb; strikes 445 to 500 represent underlying of 11.6k Shares vs cash market turnover of 14.7k
                                                                        Feb 5, 2:31 PM
                                                                        Reply (1)
                                                                        • ArKeh: sorry "m" not "k" of course
                                                                          Feb 5, 2:46 PM
                                                                          • ArKeh
                                                                            $GTI: A warning to short sellers: 10% of capital short-sold as of 15Jan; 57% of capital Held by Long-term Investors, Are short-sellers to...
                                                                            Jan 31, 10:48 AM
                                                                            Reply (2)
                                                                            • ArKeh: ... go unhedged into company results on 26FEB??? What happens if borrowing gets less liquid???
                                                                              Jan 31, 10:50 AM
                                                                            • ArKeh: 10% of capital short-sold is >20% of outstanding Shares not held by the largest 7 investors
                                                                              Jan 31, 10:53 AM
                                                                              • ArKeh
                                                                                $AAPL - if you look at put Option trading expiring today, strike 455 to 435 you get more than half the cash market vol traded in puts
                                                                                Jan 25, 4:44 PM
                                                                                Reply (2)
                                                                                • ArKeh: Last Friday, the famous 500$ Close, it was one to one. Is Price Manipulation is the US part of the free-market economy? Someone ...
                                                                                  Jan 25, 4:49 PM
                                                                                • ArKeh: sleeping at the wheel? This is this sort of Wall S vs Main S that noone really needs. All fundamental concerns aside.
                                                                                  Jan 25, 4:50 PM