$1.99
Go go figure.....
Vaatasin WCOM i bondide hindu - suurem osa YTM on 16-25% vahel.
Bondide hinnal on palju tugevam põhi all kui aktsiahinnal. Esimene 30 miljardit
WCOM-i väärtusest kuulub võlakirjaomanikele. Alles siis kui WCOM-i väärtus on
sellest suurem tulevad aktsionärid - nii ilmeslt mõtleb üks WCOM-i müüv fondijuht.
Bondide hinnal on palju tugevam põhi all kui aktsiahinnal. Esimene 30 miljardit
WCOM-i väärtusest kuulub võlakirjaomanikele. Alles siis kui WCOM-i väärtus on
sellest suurem tulevad aktsionärid - nii ilmeslt mõtleb üks WCOM-i müüv fondijuht.
huvitav, kas eestlased on nüüd wcom-i ostnud või oma osa müünud? mina 3-ga sisse ei läinud
Kui WCOM-st mingit müstilist jama, a'la Enron, välja ei ilmu, siis peaks olema see piir käes, kus võlausaldajatel tasuks oluline aktsiapositsioon sisse võtta. Pankroti käigus on risk kaotada kindlasti suurem, kui lisakulu aktsiate kokku ostuks. Võrreldes võlakoormust aktsiate turuväärtusega, tuleks loovutada ju ainult ca.1 aasta tootlus. See eeldaks muidugi võlausaldajate omavahelist koostööd.
kui wcom-il on mingi jama sees, siis tähendab see väga suurt pauku kogu aktsiaturule ma arvan. edasi võivad investorid juba tõeliselt imestada, mida osta ja mida müüa kui suured, kasumlikud ettevõtted muutuvad vaid kuudega suurteks mullideks
Ma arvan ka et turg tuleb korralikult alla peale seda uudist
Ma arvan, et WCOM sobiv sisenemiskoht oleks pärast tema S&P-st väljaviskamist. Ning portfellis peaks teda sellisel juhul käsitlema juba kui optsiooni - kas elab üle või mitte.
ei tea kas mai calli on juba hilja osta või tuleb siiski mingi kiire selginemine
WorldCom CEO Ebbers lahkub, Sidgmore tuleb asemele: WSJ
Ebbers decided to quit on Friday under pressure from WorldCom's outside directors angered by WorldCom's stock losses, Ebber's $366 million personal loan from the company and a Securities and Exchange Commission investigation regarding the company's numerous acquisitions, the newspaper said.
In an interview with the Journal, Sidgmore dismissed talk that WorldCom is heading toward bankruptcy, saying "in the reasonable, foreseeable future, we don't see any scenario under which we are going to run out of cash or go into bankruptcy. This is a real company that makes real money."
Ebbers decided to quit on Friday under pressure from WorldCom's outside directors angered by WorldCom's stock losses, Ebber's $366 million personal loan from the company and a Securities and Exchange Commission investigation regarding the company's numerous acquisitions, the newspaper said.
In an interview with the Journal, Sidgmore dismissed talk that WorldCom is heading toward bankruptcy, saying "in the reasonable, foreseeable future, we don't see any scenario under which we are going to run out of cash or go into bankruptcy. This is a real company that makes real money."
James J. Cramer:
WorldCom's going with a whimper, not with a bang. Outgoing CEO Bernie Ebbers will now sell all of his stock, knocking this pathetic equity down even lower than it is.
But the company isn't about to default right now. It still has too much cash. In fact, the speculator in me wants to buy some WorldCom stock on the big Bernie Ebbers print that is inevitably coming -- the one where he sells all of his stock to meet the big loan the board foolishly made him -- and then flip it when people realize that the stock is still a call on an ongoing enterprise, even if it is an enterprise that will default down the road if nothing changes.
In short, WorldCom actually has breathing room. It can do some things to try to save itself before its ticking time bomb of debt goes off. (The first big payment on debt isn't due until next year. That's when the problems will really hit home unless WorldCom chooses to deal with them now.)
Unfortunately, though, it can't tap the public markets for any more money. I just don't think it will give that money to them. It can sell pieces, it can split off parts, it can do whatever it can to flail and stay in business for a little bit longer.
But let's be honest. This is the first enterprise I have ever seen that was sunk by a margin loan to the founder. That's what is really happening. This company has been paralyzed for ten points now as we all waited to see what would happen to the big loan and Bernie.
Amazing, a true test of the capitalist system: a company wrecked by the founder's sheer personal greed.
It's too bad. It was a decent business. Now it's just a business to be restructured.
So play the upside. Scalp the point when the block trades. Then get ready to play the downside, because it's only a matter of time.
This common stock is a true call option on a potential takeover only, and I don't see one happening.
WorldCom's going with a whimper, not with a bang. Outgoing CEO Bernie Ebbers will now sell all of his stock, knocking this pathetic equity down even lower than it is.
But the company isn't about to default right now. It still has too much cash. In fact, the speculator in me wants to buy some WorldCom stock on the big Bernie Ebbers print that is inevitably coming -- the one where he sells all of his stock to meet the big loan the board foolishly made him -- and then flip it when people realize that the stock is still a call on an ongoing enterprise, even if it is an enterprise that will default down the road if nothing changes.
In short, WorldCom actually has breathing room. It can do some things to try to save itself before its ticking time bomb of debt goes off. (The first big payment on debt isn't due until next year. That's when the problems will really hit home unless WorldCom chooses to deal with them now.)
Unfortunately, though, it can't tap the public markets for any more money. I just don't think it will give that money to them. It can sell pieces, it can split off parts, it can do whatever it can to flail and stay in business for a little bit longer.
But let's be honest. This is the first enterprise I have ever seen that was sunk by a margin loan to the founder. That's what is really happening. This company has been paralyzed for ten points now as we all waited to see what would happen to the big loan and Bernie.
Amazing, a true test of the capitalist system: a company wrecked by the founder's sheer personal greed.
It's too bad. It was a decent business. Now it's just a business to be restructured.
So play the upside. Scalp the point when the block trades. Then get ready to play the downside, because it's only a matter of time.
This common stock is a true call option on a potential takeover only, and I don't see one happening.
hmm... $0.07 tasub ehk positsiooni sisse võtta.
saario ytles selle peale vist nii et kui firma keerab kaki siis voib olla hea voimalus osta!
kas näiteks juuli või augusti optsioone polegi võimalik osta
hinda ma küll ei leia kuskilt
hinda ma küll ei leia kuskilt
Yanek , USAs ei saa tõesti kõiki lähemate kuude optsioone osta, Worldcomi puhul on lähemad valikud juuni ja september.
juuni oma sobis, vähemalt siiani
kas lhv kasvukontos on wcom veel sees? millised plaanid selle aktsiaga on?
Kasvukontos tuleks LHV-l aktsiad üle vaadata, seal on juba liiga palju nn. rämpsaktsiaid ( JDSU, ERICY, WCOM ) või mis ?
Rämps ongi kasvukonto parim mootor vahet pole kas edasi või tagasi. Edasi kasvab kasum-viimasel paaril nädalal harv nähe. Tagasi kasvab kahjub-viimasel ajal päris edukalt.
oskab keegi öelda mis oli tänase tõusu põhjus, üpris kenake teine oli
peaasi et tõusis
vast csco annab ka homseks põhjust
vast csco annab ka homseks põhjust