Televisa offered $1.44 Billion for 30% of Nextel Mexico in 2010 ... that equates to $4.8 billion for 100% of Nextel Mexico (in 2010) ... only now they are 3G and own more Spectrum ... in addition, Mexican telecom reform is underway ... Nextel Mexico is worth more than $5 billion (conservatively) ... most likely to Sprint who wants to carry tri-band Sprint Spark down to Latin America (eventually) ... NIHD CEO Shindler is on record saying he is "willing to sell Nextel Mexico or Brazil" to solve their problems ... sell Nextel Mexico and continue on as a debt-free, profitable Nextel Brazil ... the pieces are all right there in from of you ... yes, they manipulated the price to this extreme level ... yes, they are accumulating now ... they are bullies ... profit from it ... heck, I earn more per year in salary than Shindler ... his compensation is mostly common stock .. you think he's happy about this? You think he is going to do something about it? Count on it ... nobody wants to be broke and depressed by summer ... big, dramatic things coming
Oh yeah, this is a Yahoo message board ... so, act like it ... just had to add that for old times sake ... take care Odie
Sing it to a banjo tune and I'll buy the record ... so poetic ... as usual ... I enjoy Scotch as well but it is a bit too refined ... hmmm, that seems familiar
The brown kind ... although Woodford Reserve is my favorite ... you?
Big difference between being a "partner" and "owning" unregulated market participation
Hmmmm, I thought that they had already split internally and were considering spinning off the unregulated markets ... to whom I have no idea ... in any case, Zynga absolutely wants no part of that ... so, that is the trigger
I thought they already did the split between unregulated and regulated markets ... didn't they?
They laughed at all or our RMG hallucinations ... which was strange because everyone knew this was coming ... now we will have to listen to Motley Fool tell us again how (1) Zynga will not be able to compete in the world of RMG, and (2) there is no real money to be made in online RMG because of competition and required casino agreements (they will claim that the casino makes all the real money from any partnership) ... be ready for it ... also, be ready for WYNN partnership announcement and bwin acquisition ... now that we are well above $5, the bwin acquisition is around the corner ... that will make ZNGA the largest social and RMG casino game company in the world (and, that includes sports betting btw) ... $10 by the end of the year (easy)
Thanks Peter ... that's what I was looking for ... the Bloom IPO is most likely a big driver for this sudden move higher ... as much as I would like to believe it has to do with a major contract in China due to poor air quality, the move is across the entire sector ... which makes me believe that it is a lot of PLUG tailwind but also the upcoming Bloom IPO ... thanks for pointing us in that direction ... do you know who is handling that IPO btw?
They have revenues near $5 billion ... the only reason they are "losing money" right now is because (1) they are spending enormous amounts to convert their old (shutdown) iDEN network to 3G; and, (2) they have been spending a lot of money to market their services to keep/gain customers (incentives); and, (3) unfavorable currency exchange rates ... larger than "historic" capital expenditures are mostly behind them now, marketing budgets can be reduced as the subscriber base "stabilizes" and currency exchange rates fluctuate (part of the global business and sometime it actually makes the quarter look "better" ... sometimes not) ... the bottom line is that they have many options including growing themselves to profitability with renegotiated covenants; selling off non-core assets (continuing as Nextel Mexico and Brazil); selling off Nextel Mexico and non-core assets (continuing as a debt free, profitable Nextel Brazil); or, selling the entire company
Hey Ze, Am I missing something ... did FCEL sign a major contract with China or something ... don't have much time to dig right now ... is this just all about the sector and a new peace in the Ukraine ... or, it is something more!?!
You're an idiot ... you do realize stocks go up and down, right? You do realize that covenants are renegotiated every single day right?
Sony a matter of time before something big happens here ... the realistic WORSE case is we renegotiate covenant terms and grow to profitabilty while selling off non-core assets ... let's not talk about bankruptcy until we've sold non-core assets and still have liquidity problems ... 2015 at the earliest ... who knows what the world will look like by then, get real ... geeze, load up!
Most of the players involved here are the very same ... that's how it works sometimes ... the very same debt holders that NIHD "had discussions with" about the covenants (as mentioned in the cc), shorted the stock and took huge options positions (just in case) ... then at earnings, they plunged the stock to cover their short (and, likely took a long position) ... eventually, they will have a meeting to negotiate new debt terms ... instantly, they will make a killing on their options position and long position along with more favorable terms ... by 22 March there will magically be Mexican telecom reform and news regarding modified covenants and/or a sale of assets ... like I've said before, "real company with real customers and real revenue = real options ... either sell the company outright or sell Nextel Mexico to Sprint and continue as a debt free Nextel Brazil ... staying strong ... this is all going to turn out just fine!!