Börsipäev 7. märts

Kes šõud juhib, Maire Aunaste?
Mati & Alice Talvik!
Nagu öeldud, show toimub Tartus Visa hallis, auhindu tuleb kätte andma Rkzst Zlovonski, Visa International East Poland Vice President .

Esineb Nancy, pärast kohvi ja disko.

(sorry, reede)
eino selge, siis on enam kui kindel, et vahepalasid esitab Tipp&Täpp Break Group
ABH
AbitibiBowater announces comprehensive refinancing plan

ABH käis NC alt läbi mingi aeg tagasi ning tänase teate valguses on kartused, mis ta 10 juurde tõi, kummutatud
NC ootas põrget juba 16 juurest, kuid reitingu alandus, mis eeldas et ta ei suuda oma laenusid refinantseerida, tõi ta hoopis allapoole

spekulatiivne panus
ahjaa
Citi target on 60 ja short interest üle 20%
kannatust, see on alles plaan, mitte actual refininacing
samas kui see oleks actual, siis nii odavalt seda aktsiat enam ei saaks
ah mis ma soperdan, uurige ise kui huvitab
ise long

March 05, 2008
AbitibiBowater Ready To Tap The Money Pits (ABH)
AbitibiBowater Inc. (NYSE: ABH) has just set the stage to raise additional capital, although it was known that some of this may be coming down the pipe. The company has filed prospectus for an open S-3 that would allow the company to sell securities either in debt, preferred, common stock, or warrants. No dollar amounts were offered and no underwriters were named.

AbitibiBowater produces a wide range of newsprint and commercial printing papers, market pulp and wood products in the U.S., Canada, and around the globe. On October 29, 2007, Abitibi-Consolidated Inc. and Bowater Inc. completed their merger of equals. If you have kept up with the newspaper and print publishing industry woes over the last 24 months and combined with a freshly-closed merger and a weakening economy for most of its products, this is no surprise at all that the company wants to raise funds.

The company did amend some credit facilities recently and had already noted that it was exploring multiple financing alternatives for additional liquidity in 2008 and 2009. It also has debt maturities of more than $300 million coming up but the combined old-co filings rather than new-co filings need to be verified to see what maturities are still outstanding. Its 10-K is still outstanding so we can't compare this on an apples to apples basis. Analysts are still cautious on this stock, although the target price looks much higher because of the huge drop seen over the last 6-months. This stock has fallen sharply since being relaunched as a combined company as shares have fallen from north of $30 to under $10 before today's 10% recovery. Shares were north of $15.00 before earnings at the end of February.

Because of the way the economy is heading and because of the domestic newsprint industry in the U.S. and Canada, it's just hard to get excited here. The short interest is rather large at 12.77 million shares on last look which is about 10 days worth of average trading volume. Only that huge drop and major short interest makes this one of any interest. We'll stay tuned for any further developments because this one would act like a spring board on anything that resembles good news.

Our first suggestion for use of funds after repaying the upcoming debt maturities would be simple: a name change.
09:02 LDK LDK Solar: Needham sees LDK as attractive, undervalued at 6x 09 EPS est (24.27 )

Needham believes LDK is attractive for the following reasons: 1) they est that revs will grow at a 80%-plus CAGR in 2007- 2010; 2) favorably positioned in the PV food chain at the higher end of margins with potential for increases by 2009 with its backward integration to manufacture raw polysilicon; 3) solid supply agreements for raw polysilicon and ingot growing equipment covers 80% of their 2008 rev ests, respectively; 4) an impressive customer base that is growing and becoming less concentrated and more diverse geographically with total output for 2008 100% sold out due to very strong demand. LDK has 10GW booked so far equivalent to an impressive $22 bln.
Telecom Italia in talks with Apple about iPhone in Italy, declines to give details of Apple negotiations.
Naftafutuurid langesid negatiivsele poolele, mis annab turule hetkel tuge.
Bushi poolt siis meie aja järgi kell 21.00 kõne USA majanduse hetkeolukorrast ja tulevikust ning abimeetmetest, saab näha kas toetab turge.
arvan,et Bush suudab süstida optimismi ja pakub midagi populistlikku välja ning see veab turud tõusule aga ex näis...
Kas kõne veebis ka üle kantakse?
Kõne läbi. Mitte midagi uut välja ei öeldud.
Mismõttes läbi? Ehk saaks linki
Hoopis TMA on osutunud tänaseks valulapseks.
Thornburg Mortage had outstanding margin calls of $610.0 mln which significantly exceeded its available liquidity.
Turud rallivad ülespoole sellise ABK-ga seonduva uudise peale:
AMBAC Fincl CEO buys 25K shares at $6.75; 2 directors & a VP buy 10K shares each at $6.75, another director buys 20K shares at $6.75
Päris huvitav, kuidas ühe firma elu paneb kogu turu võnkuma. Nendel võlakirjakindlustajatel hoitakse päris teraselt pilk peal.
No kuulge, see ABK on kokku 300,000 USD eest aktsiaostu, see nüüd küll turgu ei kergita. Short covering enne nädalavahetust pigem.