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Verizon Communications Inc. Message Board

bellbell63 377 posts  |  Last Activity: Dec 26, 2014 5:43 PM Member since: Apr 25, 1999
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  • Reply to

    Don't Fix It If It Ain't Broke

    by brainboy262 Dec 2, 2014 11:16 AM
    bellbell63 bellbell63 Dec 13, 2014 1:52 PM Flag

    On cc mgt said Mco growth rate will slow to about 12% for a couple of years before returning to low 20's. As for Sco oil crash will hurt them short term. I still think all this was unnecessary, just a turf war imo. BEAV was in high 80's before split was announced. Now mid 70's.

  • Reply to

    Pd grades

    by bellbell63 Dec 11, 2014 4:18 PM
    bellbell63 bellbell63 Dec 12, 2014 11:56 PM Flag

    In a previous post you admitted to 1.3M at at least .25. So even if the other 500K you say you have was at .14 your average price is about .22 or a 144K loss. I would never call PAL an investment.

    GL

  • Reply to

    Gets better every day

    by bellbell63 Nov 17, 2014 7:54 AM
    bellbell63 bellbell63 Dec 12, 2014 1:12 PM Flag

    Split is already "done". Parts are trading as
    KLXIV - Sco (when issued)
    BEAVV - Mco (ex-dist)

    So take BEAVV + 1/2 KLXIV and that should be = BEAV.

  • Reply to

    Pd grades

    by bellbell63 Dec 11, 2014 4:18 PM
    bellbell63 bellbell63 Dec 12, 2014 12:50 PM Flag

    Bigsee4 – Thanks for your understanding. It’s sad that posters are so nasty that defense is needed.
    Unlike other posters:
    - I have never used any other id than bellbell63
    - I never make personal attacks
    - I try to justify my point of view with info from PR, rpts etc not just make guesses.
    - I never predict specific prices – just the direction
    - I am not in cahoots with FunTrader (used to be bigblue here a while ago)
    - I have been consistent in saying what happens at LDI more important than Pd price. Pd price has been all over the place – PAL less than .02 from all time low.
    I have been bearish on PAL for several years even before the BAM loan. It was on the basis of production, cash burn, development progress and constantly changing mining plan. I can’t take any big credit for predicting the (BAM) financing because it was too obvious that some financing was crucial. As it is again now. The market has not been impressed with the recent PR. Since it seems positive, lack of positive response means either no one takes it at face value or too little too late. Dollar volume of a mere 125K means it’s all retail, not institutional.
    PAL may someday make money, but it will not be the PAL as capitalized today. Current stockholders will never benefit from any future success.

  • bellbell63 bellbell63 Dec 12, 2014 10:31 AM Flag

    Often orders are filled in multiple lots from different MMs. If the price is the same and the times are very close it is likely one order.

  • bellbell63 by bellbell63 Dec 12, 2014 10:08 AM Flag

    SBG now up to 702Koz
    ABSA now 480Koz down from 512Koz

  • Reply to

    Tide is turning

    by bayside0218 Dec 12, 2014 6:48 AM
    bellbell63 bellbell63 Dec 12, 2014 9:03 AM Flag

    Where are they going to get the $170M to pay the loan? Current payments are interest only, no principal. Full 170M (USD) is still outstanding.

  • Reply to

    Pd grades

    by bellbell63 Dec 11, 2014 4:18 PM
    bellbell63 bellbell63 Dec 11, 2014 5:09 PM Flag

    My question still stands. If you don't not like what I say, please put me on ignore. Looks like very few took the PR bait today. As far as misleading , look at PdT.

  • bellbell63 by bellbell63 Dec 11, 2014 4:18 PM Flag

    Look at page 7 of the latest Nov presentation. What happened to the 4+ g/t stuff?

  • Reply to

    PR : RAMP UP RESULTS AND ACTIVITY!

    by maxben111 Dec 11, 2014 7:35 AM
    bellbell63 bellbell63 Dec 11, 2014 2:36 PM Flag

    Why should they? There is no risk of losing to another because of pre-payment penalties. FYI- Prepaymen penalty is all the interest that BAM would have earned if loan was held to maturity payable in a lump sum. So PAL is locked into BAM 15%. So a re-fi would cost PAL the BAM 15% plus the new loan %. If this seems crazy, it is - read the loan agreement.
    Won't matter since IMO BAM is going to offer to swap the debt for equity - hence the need for a registration. They then will own 75% , can do whatever they want including taking PAL private thus depriving current stockholders of any future successes.

  • Reply to

    PR : RAMP UP RESULTS AND ACTIVITY!

    by maxben111 Dec 11, 2014 7:35 AM
    bellbell63 bellbell63 Dec 11, 2014 1:57 PM Flag

    Becasue of prepayment penalty there is no advantage to re-fi. In fact, re--fi will increase their interest costs. Read the loan agreement.

  • Reply to

    Huge offering coming

    by bellbell63 Dec 9, 2014 11:59 AM
    bellbell63 bellbell63 Dec 10, 2014 5:01 PM Flag

    Last paragraph of the article:

    NAP is aiming to have a preliminary economic assessment completed by the first quarter of 2015, followed by a pre-feasibility study for the third quarter. Then if they start in 2016 it will be at least 2018. Whole article is pie-in-the sky. First they have to survive Q4.

  • Reply to

    Huge offering coming

    by bellbell63 Dec 9, 2014 11:59 AM
    bellbell63 bellbell63 Dec 10, 2014 4:53 PM Flag

    With what money? And how many years? With PAL "engaged " can mean anything. When I see a PR with the word "contract" and numbers I will believe it. Right now it is just an interview and PAL can claim a misunderstanding. And there are BAM limits on capex. Don't fight the tape.

  • Reply to

    Huge offering coming

    by bellbell63 Dec 9, 2014 11:59 AM
    bellbell63 bellbell63 Dec 9, 2014 9:23 PM Flag

    While the company can issue at any time there still must be an effective registration. What it will be eq or debt is not known yet but be sure something is coming. How about 1.1B shares to BAM in exchange for the debt - a 75% dilution? Just speculation. And why the secrecy - no PR , nothing on website and late on a Friday.
    From Sedar

    North American Palladium Ltd. (“NAP” or the “Company”) may offer and issue from time to time common shares (the “Common Shares”), debt securities (the “Debt Securities”), warrants to purchase Common Shares and warrants to purchase Debt Securities (together, the “Warrants”), and subscription receipts (“Subscription Receipts”) (all of the foregoing, collectively, the “Securities”) or any combination thereof up to an aggregate initial offering price of US$150,000,000 during the 25-month period that this prospectus, including any amendments thereto, remains effective in each of the provinces of Canada other than Québec (the “Qualifying

  • bellbell63 by bellbell63 Dec 9, 2014 11:59 AM Flag

    Late FRiday PALfiled a $150M shelf registration. If it will be stock that will be 75% dilution. If debt more crushin interest. They have not put i on website ore released a PR, See SEDAR.

  • Reply to

    $1485. cost = $600. Loss on every oz.

    by palsucksbucks Nov 30, 2014 11:51 PM
    bellbell63 bellbell63 Dec 2, 2014 7:06 PM Flag

    " Shorts are like many in Washington run around screaming and crying the sky is falling but put nothing out to back up their BS."

    A price drop of 98% is pretty good evidence to support the bears here

  • Reply to

    I'm confused

    by cshjr4 Dec 1, 2014 11:50 AM
    bellbell63 bellbell63 Dec 2, 2014 11:23 AM Flag

    You will get one share of KLX for each two of BEAV. The price calculation is not as simple as 66%/33%. Market will price them as with any other stock. Symbols BEAVV (new BEAV) and KLXI (new KLX when issued) will start trading Dec 3. Watch for them for the prices the market will set. Sum may be more or less than BEAV the day before. Fun stuff.

  • Reply to

    Sharps Pixley PGM news

    by bambusario Dec 2, 2014 5:39 AM
    bellbell63 bellbell63 Dec 2, 2014 10:05 AM Flag

    Director Merrin bought 2000 Nov 26 at 13.51 now holds 22586

  • Reply to

    Black Friday For Metals - FOR REAL!

    by boulmichone Nov 28, 2014 1:58 PM
    bellbell63 bellbell63 Dec 1, 2014 9:07 PM Flag

    If you want to play silver , try USLV.

  • Reply to

    I'm confused

    by cshjr4 Dec 1, 2014 11:50 AM
    bellbell63 bellbell63 Dec 1, 2014 2:46 PM Flag

    Two seperate companies. See Headlines story for details about symbols etc.

VZ
47.86+0.19(+0.40%)Dec 26 4:01 PMEST

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