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magicJack VocalTec Ltd. Message Board

ctcspotter 4 posts  |  Last Activity: May 12, 2014 6:09 PM Member since: Oct 23, 2012
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  • Reply to

    Additional Income stream

    by e7navy1999 May 12, 2014 4:37 PM
    ctcspotter ctcspotter May 12, 2014 6:09 PM Flag

    Sounds like a "try before you buy", which is smart for both parties (and common). And as I've mentioned before, acquiring CALL would be immediately accretive, even to a telecom company, at the ridiculous multiple CALL is trading at. If Telefonica is not a concrete enough potential acquirer to make the shorts nervous, I don't know what is.....

  • Reply to

    Idiots Buying May 20 Calls

    by behavioraltrader May 6, 2014 3:31 PM
    ctcspotter ctcspotter May 6, 2014 4:34 PM Flag

    BT, While most of the time I would agree with you regarding buying OTM calls, especially on a 100% implied vol, in this case I think it's a smart move, here's why:

    1) Just as last quarter's earnings, I do not view the range of expected price outcomes after earnings to be a symmetrical bell shaped curve, which is apx what the market makers were pricing before this buyer. I think CALL will either be down $1-2 next week, or up $3-6. So if that is your opinion, and the market is giving you 50-50 odds, plus only pricing about a $1.10 earnings move in either direction, buying calls is absolutely the smarter way to "invest" your money.
    2) I don't think anyone is expecting earnings to be stellar this quarter, but in my opinion any downside is already priced in. Any material guidance on business and (new) sales or app developments will lift the stock materially, and if they miss, they always have the stock buyback option in their back pocket.
    3) If earnings are a disaster, the buyer just walks away from $300k rather than being stuck with trying to sell 600k shares in a down market or trying to ride things out in the next couple months until the price recovers.
    4) If earnings are awesome (or even just average), there is no way you could buy anywhere close to 600k shares for below $20.50.

    Full disclosure: I am using

    Sentiment: Buy

  • Reply to

    Idiots Buying May 20 Calls

    by behavioraltrader May 6, 2014 3:31 PM
    ctcspotter ctcspotter May 6, 2014 3:54 PM Flag

    It's 'lifting' offers brah. And they only paid about $300k for the right to buy 600,000 shares. Depending on which float numbers you look at, that is really not that much money for an institution to pick up a material chunk of the freely traded float should the earnings be decent....

    Sentiment: Buy

  • Reply to

    Congrats Shorts!

    by lionel_sampson Apr 30, 2014 10:13 AM
    ctcspotter ctcspotter Apr 30, 2014 5:13 PM Flag

    Lionel, any thoughts as to what is going on behind the scenes with these execution issues? And more importantly, what is being done to correct it?

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