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  • MLD38 MLD38 Jul 12, 2007 4:06 PM Flag

    IceMan's Whispers: re Kyocera and STP

    IceMan's Whispers: re Kyocera and STP
    he also comments on whisper re CHINA spin-off

    July 12, 2007: STP
    ...There is a rumor that Kyocera may make a bid for STP in the low $60s. Over 12,00 calls traded on 7-11-07 in the July and August series EE....

    Jul 6, 2007: CHINA
    ... We expect a spin-off of the software section of CHINA within the next 90 days. Our sources believe the software section is worth $7-$10. If this should happen, we would expect a major win on CHINA.


    Whisper related stocks : KYO, STP, CHINA


    NOTE: I do NOT know exactly what he means re series EE option, unless it identifies an option type exotic option is any type of option other than the standard calls and puts found on major exchanges...
    European-style options that can only be exercised at the time of expiration. must ride the rollercoaster until the maturity date, and only then can you cash in.
    Asian Option whose payoff depends on the average price of the underlying asset over a certain period of time as opposed to at maturity. Also known as an average option.... can protect an investor from the volatility risk that comes with the market.

    American-style options are options that can be exercised at the strike price anytime before or on the date of expiration.



    Suntech Power Holdings Co. Ltd. (STP): profile
    Suntech Power Holdings Co., Ltd., through its subsidiaries, principally engages in the design, development, manufacturing, and marketing of photovoltaic (PV) cells and modules. It also provides PV system integration services in China. The company�s products are used to provide electric power for residential, commercial, industrial, and public utility applications in various markets worldwide. Suntech Power Holdings sells its products to distributors, engineering design firms, system integrators, and other value-added resellers, as well as integrated manufacturers of PV products. The company was founded in 2001 by Zhengrong Shi and is headquartered in Wuxi, China.
    STP primary competitors:
    Suntech Power competitors are primarily in the Electrical Products industry & competitive landscape includes:
    Kyocera Solar
    (subsidiary of Kyocera International)
    (Dutch investment company, Good Energies Investments, owns 26%)
    (world's largest manufacturer of photovoltaic solar cells)

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    • That's just great. Now we are going to have to spend days on this board fretting about some unsubstantiated web rumor. Many will think that we are all going to get rich this week and will sing whoa is me when an offer never comes.

      An even if an offer were to come, what do you think the chances are that Dr. Shi would take it. He is already a multi-billionaire and he is doing what he loves. With his voting shares, virtually every institutional investor would have to go against him in order for a deal to be consummated and it is my belief that many of them see more upside potential in the company as it is constituted today than as a subsidiary of Kyocera.

      Dream on folks.

      • 3 Replies to ianmud
      • i've got PRIVATELY HELD Kyocera International listed as a DIRECT competitor to LDK:
        Kyocera International, has a subsidiary called Kyocera solar. read what hoovers says:"Kyocera International's Kyocera Solar subsidiary is one of the world's largest producers of photovoltaic solar cells."
        here's what yahoo says:
        "Kyocera Solar turns daylight into nightlights. A subsidiary of Kyocera International, the company develops and sells solar-powered electric systems used to shed light on such dark spots as rural homes, recreational vehicle sites, remote telecom and pipeline monitoring equipment, and traffic signal locations. Kyocera Solar sells integrated system packages directly to industrial users (product manufacturers, utilities, and corporate and government entities); it also provides products and support to a global network of more than 1,500 distributors and dealers, mostly in the US. The company has international operations in Brazil and Australia."

        IF Kyocera a silicon wafer manufacturer, which i haven't verified, acquiring STP would be a good fit.

      • ianmud, you wrote: ..."That's just great. Now we are going to have to spend days on this board fretting about some unsubstantiated web rumor. Many will think that we are all going to get rich this week and will sing whoa is me when an offer never comes."...

        I hear you regarding rumors, especially about companies overseas. I posted the info with link so investors and traders of STP would at least know what is out their in Rumor Land ;-)

        I also posted some info regarding The Motley Fool's Fab 15 board and the fact that STP is carried in their portfolio of stocks they follow. Anyone interested in researching STP might find the links on their message board helpful.

        Good luck to you and the others on this board. Here's to profitable portfolios for all of us, MLD38

      • I would also question whether or not a Chinese firm would be willing to be acquired by a Japanese one...or if the Chinese government would allow it, I should say.

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