BCE, Inc. Message Board
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excellent post..I think you are right about longs not really aware of the may 29th deadline..I believe I was one of the few that even brought it up..It is not a must but a smart tmove to do so as they can buy back the debt at 101 % or have to pay a 10% premium if they go beyond that deadline... I will say that stock may drop 50 cents to 1.00 max but it will pop to 20 if they have a firm deal..The less interesting but still advantageous is a secondary and stock would drop for 1 hour max and then rise as people would understand why they are doing teh secondary.. I think maybe oaktree might do a convertible at say 7% as a sweetened deal for DMND would make the stock go up and oaktreee would benefit on their 4 million shares ( thru warrants) not to mention the convertible.. We will see..all speculation at this point...
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stock is not expecte dto move much on May 31 st decision, is that not a little strange? imnew here so..im basing this assumption on the very very low option premiums for June 21, 2013..thx for any comments
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let me ask u kind sir the opposite and to all you short suffering shorts...if may 29th comes and there is a restructuring, does that change the way you think about the stock or are u already in ur short mind pricing in a refinancing?
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But they have 600 million from what shows on yahoo, correct no? Maybe some fund had to to sell YOKU and UNXL, the latter fell 10 dollars and didnt see any earnings or big news either .. crazy robotic market Im just talking out loud on speculation why?
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oppurtunity and high probability DMND will repurchase their 225 million debt at lower interest rates no later than may 29th
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not far away ...
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fact is the stock has not been acting well over the last 2 months vs SP ..fact is that the stock has everything going for it on long side , that there are only 10 days trading days for company to materially improve the financials and stock price of this company!!! if i have to spell out the details then I dont think u should be short !
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have been a fan but today's price action as scary as the last earnings pre trading
by cleto487 •May 6, 2013 2:28 PMyea so yesterday some knew about this really nothing report ... earnings and revenue look lower fro next qtr with some pick up toward end of year from verzon but verizon would seem to get them where they said they would be in first so place so,not that good imho
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despite poor stock action lately, looking for an announcement within 2 weeks now, pure speculation but logical!
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have been a fan but today's price action as scary as the last earnings pre trading
by cleto487 •May 6, 2013 2:28 PMtoday action little better and offers some optimism , cautious optimism.. we will see soon enough..
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stock should have held at 3.60 plus after hitting 4.15 plus.. no guarantees that an earnings adjustment before verizon and other deals kick in.. i only say this because of the poor action today..hope im wrong as i do have some shares..
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and the way stock acting smells like financing near.. speculation on my part ..but I believe highly likely .. stock should be free to run up afterwards ..
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im an amateur, but who ever said that a deal done in this quarter would help past earnings or even next qtr? The point is stock has sold off on flat revenue forecast and this is a start of growth.. company was trading for a mere 40 million dollars ex cash so this deal on top of 120 million revenue base is significant ..so thx but no thx for ur wisdom as ur purpose here is more than obvious...
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just in time to revise earnings upwards on 7th
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as I said great timing!! " shorting INTO the weekend" POWER POWER
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It's like it gives them a sense of trading size and as if a political or military event will hit DMND over the weekend.. LOl ....BUT it is a good call to short for following reasons 1) stock successfully tested feb lows and bouncing 2) stock is trading ( including its debt) below the purchase price( many many years ago) of kettle and Pop secrets alone 3) management will speak on Wednesday to Sun trust and most importantly 4) high probability that DMND will refinance its 225 million oaktree debt over next 3- 4 weeks which will save them 10 to 15 million per year...
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and we are to assume that u are part of the the" intelligent" ones? or are we not to listen to the "moron jibber jabber" ? lol that is a funny post...
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news on yahoo says earnings discussion after close may 7th
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and why do u care and post here an
yways unless u are short and want to prevent any postings other than ur own? -
reread and does say april 30th hosted by BB and T...,