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The Blackstone Group L.P. Message Board

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  • Reply to

    BX has so much value and great holdings..

    by sam_0534 1 hour 37 minutes ago

    you are right:
    Blackstone reported second-quarter 2014 economic net income of $1.15 per share on Jul 17, beating the Zacks Consensus Estimate by a huge 64%. Also, the reported figure compared favorably with 62 cents earned in the prior-year quarter.

    Results were aided by higher top-line growth, driven primarily by a steep rise in the performance fees. This was, however, partly offset by higher expenses. Further, the company boasted a strong asset under management (AUM) and balance sheet position during the quarter. Blackstone's total revenue grew 57% year over year to $2.26 billion. The increase was mainly attributable to a 95% rise in performance fees and 72% boost in investment income.

    We believe that company's diversified products and revenue mix will help it adapt to the changing requirements of the clients and in turn to keep its growth momentum going.

    Read more: http://www.nasdaq.com/article/blackstones-top-line-growth-continues-should-you-buy-analyst-blog-cm393445#ixzz3E5BUlKfh

    Sentiment: Strong Buy

  • Kellogg to Burton’s Said to Make Bids for United Biscuits
    By Manuel Baigorri, Kiel Porter and Ruth David Sep 22, 2014 1:04 PM PT 0 Comments Email Print
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    Companies including Burton’s Biscuit Co. and Kellogg Co. (K) have made bids to acquire United Biscuits Holdings Ltd., according to people familiar with the matter.

    Other bidders for the maker of snacks such as Jaffa Cakes and Twiglets include Turkish food producer Ulker Biskuvi Sanayi AS (ULKER), the people said, asking not to be identified because the process is private. Second-round bids, which are expected to value the company at about 2 billion pounds ($3.3 billion) are expected by the middle of October, the people said.

    Private-equity firms Blackstone Group LP (BX) and PAI Partners SAS, which bought United Biscuits in 2006 for more than 1.6 billion pounds, are working with Goldman Sachs Group Inc. (GS) and JPMorgan Chase & Co. (JPM) to explore a sale or an initial public offering of the company, with a final decision due by November, the people said.

    Representatives for Ulker, Burton’s owner Teachers’ Private Capital, Blackstone Group and Kellogg declined to comment. A representative for PAI Partners didn’t immediately respond to a request for comment.

    Sentiment: Strong Buy

  • This stock will crush earnings again in 3 weeks, as we all know just speculation is enough for it to rise on. So as we head closer to earnings this will rise. Also I think the market will realize China is not in a bad position and will shrug of today with a bounce tomorrow. We have seen this movie before BX always is reliable to beat earnings and move upward. Especially since the past 2 earnings it has crushed, as you know the 3rd one is the charm. Look at GILD although bio- same philosophy reports 2 killer earnings does not go up and hovers around same price range, a couple of weeks before the release of its 3rd earnings (like BX now) it explodes to the north, from around 80-105. Now we are facing the same situation with BX its coming into its 3rd earning report with not much change, it will rise fast, and I think that start tomorrow with the comparison to GILD. As we saw into the close of today the market kept falling as BX kept rising, this is cause this is the bottom. I hope you took advantage today and got into some stock. But if not you still have some time early tomorrow as I don't see this staying below 33 tomorrow and should be right back to 33.50 by Thursday. Watch it rise.

    Sentiment: Strong Buy

  • Small-Cap Selloff Leaves Fewer Stocks Shouldering Rally
    By Joseph Ciolli and Callie Bost
    36 minutes ago

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    Shares tracked by the Russe

    Sentiment: Strong Buy

  • Reply to

    Energy Sector

    by jlgilkeson 3 hours ago

    Energy is insignificant...no big energy holdings... just watch HLT and the IPOs...

    Sentiment: Strong Buy

  • BX seems to trade off when the energy stocks have a bad day -- HAL EPD, off shore drillers etc all getting hit today. BX has big energy portfolio. Holding around 18,000 shares at 32..

  • Traders and investors will remain on the sideline, fundamentals are known and technicals do not justify, a big move from here. A small trading range until we see IPO reaction and market trend change,

    Sincerely,

    Carolyn Novice

    Sentiment: Hold

  • This stock will continue to rise right into earnings and will bounce right back from this, stock reports earnings like around 1.15 a share should be around 40 a share right now. And is only growing, looking for a lot of new opportunities as well for business so this is a no brainer, it will be around 40 after this Earnings and look for a strong bounce this week from today till earnings. I would not be surprised is this closes above 33 today. STRONG BUY!!

    Sentiment: Strong Buy

  • Third quarter window dressing has begun, and also some selling is from Friday index related.

    It generally takes a few hour or a day or two for stock to find equilibration.

    You can see how traders were jumping when BABA was moving higher, now nothing has changed just trader’s game.

    Good luck!

    Sincerely,

    Carolyn Novice

    Sentiment: Strong Buy

  • Powered by its strong earnings growth of 136.11% and other important driving factors, this stock has surged by 35.30% over the past year, outperforming the rise in the S&P 500 Index during the same period. Regarding the stock's future course, although almost any stock can fall in a broad market decline, BX should continue to move higher despite the fact that it has already enjoyed a very nice gain in the past year.

    Sentiment: Strong Buy

  • I want to go long on this one and have for some time but when will the dust settle in this sector?

    1. US dollar is very strong and BX is international company. Foreign exchange adjustments will take time and so will BX consolidation.
    2. BX future options do not have lot of premium so BX will trade within 5% in a trading range
    3. BX is offering two IPO’s that will give us some indication of future progress.
    4. Alibaba (BABA) IPO got billions of dollars invested, it should settle down and some early buyers at higher price may take losses.
    5. BABA options come soon and it will give investors more resources to invest in other IPO’s like that one from BX
    6. BX is a long-term investment, but we are coming closer to October earning.
    7. October is also historically a correction month/

    We need lot of volume and at least 50 to 75 cents move from here before we can say about, when will the dust settle?

    Sincerely,

    Carolyn Novice

    Sentiment: Strong Buy

  • Reply to

    when will the dust settle?

    by adderallnwsj 17 hours ago

    Whe the dust settles, the stock will be at 40. you would have missed the chance to get in at this price imho.

  • I want to go long on this one and have for some time but when will the dust settle in this sector? its amazing that this stock is trading at 33 dollars considering its a goldmine....price target ideas? estimates for EOY?

    Sentiment: Buy

  • Reply to

    Ready to rally!

    by angmar2000 Sep 20, 2014 1:50 PM

    I see 45

  • Reply to

    Ready to rally!

    by angmar2000 Sep 20, 2014 1:50 PM

    Agree. Tons of money earned, the earning from previous IPO will gradually flow in.
    New IPO will rack in more with rising assets bought.

  • Earnings coming up in 3 weeks....stock will rally within that timeframe....

  • That makes up 4 days in row, can it continue?

    After hours volume was ..523,935 and 80% of that was at price… 33.17

    Vivint Solar, Inc, IPO
    Expected pricing date……..October 1, 2014
    Expected Price Range……$16-$18
    Fidelity Indication of Interest Period……….9/18/2014…..9/30/2014
    Distribution By…………….Issuer
    Offering Size …………………20,600,000 shares
    Industry……………………Energy & Power - Other Energy & Power

    Travelport Worldwide
    Expected pricing date……..September 24, 2014
    Expected Price Range……$14-$16
    Fidelity Indication of Interest Period………..9/12/2014…..9/23/2014
    Distribution By…………….Issuer
    Offering Size …………………30,000,000 shares
    Industry…………………… High Technology – Other High Technology

    Good Luck!

    Sincerely,

    Carolyn Novice

    Sentiment: Strong Buy

  • The Blackstone Group - Vivint Solar IPO: A Potential Green Triple-Play?
    By Bill Stoller

    Sentiment: Strong Buy

  • Morgan Stanley owns more than 25 million BX shares, so this last minute option and stock related price movement is interesting. Also the volume after will be interesting.

    Sincerely,

    Carolyn Novice

    Sentiment: Strong Buy

  • Eircom Pulls Share Sale as Investors Favor Holding for Value
    By Joe Brennan Sep 19, 2014 11:28 AM PT 0 Comments Email Print
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    Eircom Group, the Irish phone carrier controlled by lenders led by Blackstone Group LP (BX), pulled plans to join the stock market for the third time in 15 years as shareholders concluded they would extract more value by not selling shares at this time.

    Eircom’s main shareholders “expressed their clear preference to continue participating in the upside” from investment in its telecommunications network in recent years, which has only recently begun to feed into its financial results, it said in a statement.

    Feedback from potential investors suggested a valuation, including debt, of between 2.8 billion euros ($3.6 billion) and 3.3 billion euros and that that 3 billion euros was achievable, said a person with knowledge of the matter, who asked not to be named because the matter is private.

    “The company declines to comment on the possible valuation range that was under consideration,” Dublin-based Eircom said in an e-mailed statement.

    Eircom came out of bankruptcy protection two years ago after creditors wrote off 40 percent of its more than 4 billion euros ($5.1 billion) in gross debt, which was accumulated during a series of ownership changes. The company was planning to raise as much as 1 billion euros through a sale sale to further reduce its debt position, three people familiar with the matter said on Sept. 12.

    O’Reilly Takeover

    The former state-owned carrier held its initial public offering in 1999. Two years later, the company was taken over by a group led by Irish businessman Anthony O’Reilly. Eircom returned to the stock market in 2004, before it was acquired in 2006 in another leveraged buyout.

    Eircom lists the group led by Blackstone’s credit units as its largest shareholder, with a 24.4 percent stake, followed by Anchorage Capital Group entities, with 8 percent, and Credit Suisse Group AG with 6.3 percent, according to an Aug. 28 bondholder filing. The current senior lenders are Eircom’s seventh set of owners.

    Eircom hired Rothschild, Goldman Sachs Group Inc. and Morgan Stanley earlier this year to advise on options for the business.

    Sentiment: Strong Buy

BX
32.56-0.61(-1.84%)Sep 22 4:02 PMEDT

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