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AT&T, Inc. Message Board

  • romannorga romannorga Apr 10, 2014 11:26 AM Flag

    T seems to be moving up quietly....

    Seems to me that a big deal is in the working. T is a great buy now. Was even better a couple weeks ago . I wouldn't be surprised to see something big with VOD. when the time is up for T to make some kind of big move. Anyway, I'm in T and will collect that nice juicy div.

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    • hrod57@ameritech.net hrod57 Apr 10, 2014 1:39 PM Flag

      Do you have a link to support your "big deal" theory? Where were you at 31? No big move coming.....

      • 4 Replies to hrod57
      • No link, just that T is very quiet moving up and VZ moving down tells me something is in the works. Its just my 47 years of investing that these things happen quietly.

      • why not make it 5.29

      • "AT&T having decided to make a big repurchase of up to 300 million shares, it seems less likely that they'll take on an acquisition to expand globally. In the long run, though, international expansion might be essential if the companies want to grow further." Motley Fool "Fed Fever Sends the Dow Soaring, but Why Did AT&T and Verizon Fall Today?" By Dan Caplinger

        Do you realize those shares bought and placed into their treasury holdings could be used in a cash [bond financed cash] and STOCK offer? Take a hard look at the treasury holdings beginning mid 2012 keeping in mind T reportedly approached VZ early 2013 with the proposal of a joint VOD takeover. Treasury holdings prior to mid 2012 had been flat for 4 years. IF anything, the accumulation of treasury stock holdings may signal they are building a holding of shares to be used in M&A. The last information I could find places T with the third highest holding of treasury share value behind IBM and PG.

        With the large capital outlays in T's pursuit of U.S. fiber build, there is only one good reason why they would be buying shares to be held in treasury instead of infrastructure. JMO, a large M&A move is on the horizon. Six month restriction in place means T can't bid for VOD until late July unless VOD's board of directors invites a bid from T.There is another angle around takeover restriction but the UK takeover panel would have to agree there has been a material change...VZ sale closed cutting market cap ~40% and antitrust issue is gone as VOD gave the VZ shares received in a deal to the VOD SHAREHOLDERS. However, it appears T is still in the process of building its treasury shares which could be used in a bid. T will have in the neighborhood of 60B in treasury shares which could be used in a bid IF the recent additional authorization plus outstanding are fully purchased. 60B in treasury stock that can be used in a cash and STOCK bid. Time will tell.

        *425MM buyback committed upon authorized 300MM as of 3/31/14.

      • (No big move coming) Do you have a link to that. after you give that link then and only then ask others for links please.

        Sentiment: Strong Buy

 
T
33.54+0.03(+0.09%)Dec 19 4:02 PMEST

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