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Clearwire Corporation (CLWRD) Message Board

  • alazoner alazoner Nov 16, 2011 12:56 PM Flag

    3 Wireless Phone Stocks To Consider Buying, 2 To Avoid

    CLWR was a buy!


    http://seekingalpha.com/article/308295-3-wireless-phone-stocks-to-consider-buying-2-to-avoid?source=yahoo

    Clearwater Corporation (CLWR) - Clearwater Corporation operates in the 4G sector of the wireless networks. Currently it is trading around $1.80, which is $0.6 above its 52-week low. The stock is not profitable with its earnings per share at -$17.67. The company recently beat consensus earnings expectations by $0.06. CLWR’s return on equity is -58%, with an operating margin of -161%. Competitors Verizon Communications (VZ) and CenturyLink (CTL), in contrast, have positive operating margins of 19% and 22%, respectively. Additionally, VZ offers a dividend yield of 5.30% and CTL offers a dividend yield of 7.70%.

    Despite these negative fundamental comparisons, it is important to recognize the greater macroeconomic factors affecting CLWR. Network providers have seen consistent increases in demand and a continual need for greater network capacity. Companies will begin turning to the more efficient 4G networks to increase profitability. As a result, CLWR could see rapid growth in the next couple of years. Already the company posted a stunning 133.70%. quarterly revenue growth rate. The risks may be high as larger operators may attempt to maneuver around the company, however, there is significant upside for CLWR as companies shift toward 4G/LTE networks. For the aggressive investor, I would buy the stock.

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    • llong54@ymail.com llong54 Nov 16, 2011 4:41 PM Flag

      Check out these Clauses in Sprint's 8K re: Debt Offering 9-Nov-11 10:17 pm
      http://sec.gov/Archives/edgar/data/10183...

      This is in Sprint's 8K filed today regarding their debt offering.


      ARTICLE TWO
      GENERAL TERMS AND CONDITIONS OF THE 2018 GUARANTEED NOTES
      (a) The title of the 2018 Guaranteed Notes is “9.000% Guaranteed Notes due 2018.”


      (i) Clearwire and its Subsidiaries will be deemed to not be Subsidiaries of the Company and will be excluded from all restrictive covenants provided for in the Indenture or this Supplemental Indenture, unless and until (1) Clearwire or its Subsidiaries guarantee Designated Senior Debt and (2) the Company directly or indirectly acquires 100% of the Voting Securities of Clearwire.


      >>>Sprint can't say they have at least contemplated acquiring 100% of Clearwire. <<<<<


      Also, now we know who bought $3 billion of Sprint's notes:
      http://sec.gov/Archives/edgar/data/10183...

      J.P. MORGAN SECURITIES LLC
      MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
      BARCLAYS CAPITAL INC.
      CITIGROUP GLOBAL MARKETS INC.
      DEUTSCHE BANK SECURITIES INC.
      GOLDMAN, SACHS & CO.
      SCOTIA CAPITAL (USA) INC.
      WELLS FARGO SECURITIES, LLC
      THE WILLIAMS CAPITAL GROUP, L.P.
      ================================

      Re: WHEN sprint buys CLWR 14-Nov-11 04:41 pm
      link
      link and citation from sprint 8k Debt Offering

      Article 2 i)

      "(i) Clearwire and its Subsidiaries will be deemed to not be Subsidiaries of the Company and will be excluded from all restrictive covenants provided for in the Indenture or this Supplemental Indenture, unless and until (1) Clearwire or its Subsidiaries guarantee Designated Senior Debt and (2) the Company directly or indirectly acquires 100% of the Voting Securities of Clearwire."





      http://sec.gov/Archives/edgar/data/10183...

      SPRINT NEXTEL CORPORATION

      THE SUBSIDIARY GUARANTORS NAMED HEREIN

      and THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. as Trustee

      SECOND SUPPLEMENTAL INDENTURE

      Dated as of November 9, 2011

      Creating a Series of Securities Designated

      9.000% Guaranteed Notes due 2018

      http://sec.gov/Archives/edgar/data/10183...

      (proofing and spell check appreciated)

      best L

    • who is clearwater anyways?

      • 1 Reply to recruitseattle
      • llong54@ymail.com llong54 Nov 16, 2011 4:28 PM Flag

        Check out these Clauses in Sprint's 8K re: Debt Offering 9-Nov-11 10:17 pm
        http://sec.gov/Archives/edgar/data/10183... elmaestro11111

        This is in Sprint's 8K filed regarding their debt offering.


        ARTICLE TWO
        GENERAL TERMS AND CONDITIONS OF THE 2018 GUARANTEED NOTES
        (a) The title of the 2018 Guaranteed Notes is “9.000% Guaranteed Notes due 2018.”


        (i) Clearwire and its Subsidiaries will be deemed to not be Subsidiaries of the Company and will be excluded from all restrictive covenants provided for in the Indenture or this Supplemental Indenture, unless and until (1) Clearwire or its Subsidiaries guarantee Designated Senior Debt and (2) the Company directly or indirectly acquires 100% of the Voting Securities of Clearwire.


        >>>Sprint can't say they have at least contemplated acquiring 100% of Clearwire. <<<<<


        Also, now we know who bought $3 billion of Sprint's notes:
        http://sec.gov/Archives/edgar/data/10183...

        J.P. MORGAN SECURITIES LLC
        MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
        BARCLAYS CAPITAL INC.
        CITIGROUP GLOBAL MARKETS INC.
        DEUTSCHE BANK SECURITIES INC.
        GOLDMAN, SACHS & CO.
        SCOTIA CAPITAL (USA) INC.
        WELLS FARGO SECURITIES, LLC
        THE WILLIAMS CAPITAL GROUP, L.P.

    • im telling you....funding will come persevere if you will.....pete

      • 1 Reply to klvptv5
      • llong54@ymail.com llong54 Nov 16, 2011 2:49 PM Flag

        Funding /buy out by Sprint Still most likely imho

        how: Confidentiality Order loop hole.
        Warren buffet used same tactic it was disclosed (11/15/11) to buy 5% of IBM CHEAP WITHOUT causing the price to reflect the positive benefit of his purchase. Here Sprint using the same non-disclose loop hole is afforded the same benefit opportunity for Sprint to buy shares cheaply. (the last time news leaked CLWR share price went $3+ instantly)

        What do you think?

        (AND don't forget)

        Sprint Said to Talk With Cable Companies on Clearwire Buyout

        By Olga Kharif and Alex Sherman - Aug 19, 2011 3:21 PM CT

        "Sprint Investment
        The size and timing of the investment in Sprint haven’t yet been determined, the people said. The discussions involve various scenarios, including a Clearwire buyout or an investment in the company through Sprint, the people said. Cox Communications Inc. and Cablevision Systems Corp. (CVC) have also been in discussions with Sprint, two of the people said.
        Another scenario involves Comcast and Time Warner Cable selling their Clearwire shares and so-called Advanced Wireless Services spectrum to Sprint in exchange for equity in Sprint, according to two of the people. The cable companies are also negotiating about providing so-called backhaul services for Clearwire towers, the people said.
        Sprint held 454.3 million Class B Clearwire shares with a voting stake of just under 50 percent at the end of June, according to a regulatory filing. Comcast owns Class B shares with 9.7 percent voting interest and Time Warner Cable owns a 5.1 percent voting interest, according to the filing. "
        when first news of this became public

        "Clearwire rose 70 cents, or 30 percent, to $3.01 at 4 p.m. New York time on the Nasdaq Stock Market, the biggest one-day gain since July 2007. The stock has lost 42 percent this year."

        Looks like clwr pps will do even better this time, since shares will now rise $1.20 to get to $3 (lolo)
        best to read complete article

        http://www.bloomberg.com/news/2011-08-19...

        AS well as Sprints non-registered off shore funding (4 billion)