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American Capital Agency Corp. Message Board

headhunter80904 53 posts  |  Last Activity: Sep 10, 2014 12:47 PM Member since: Dec 16, 2005
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  • headhunter80904 by headhunter80904 Aug 7, 2014 11:48 AM Flag

    Haha. eom

    Sentiment: Buy

  • Reply to

    What If They Do Another Tranche?

    by hansy_burkhalter Sep 9, 2014 6:28 PM
    headhunter80904 headhunter80904 Sep 9, 2014 8:46 PM Flag

    Strange investing philosophy, based on a low-grade B-movie that received a very rare 0% freshness rating from Rotten Tomatoes, and was nominated for 11 Golden Raspberrys, and won the coveted Worst Director award for Steven Seagal.

  • Reply to

    News Item from Oslo Today

    by ronharv Sep 10, 2014 11:49 AM
    headhunter80904 headhunter80904 Sep 10, 2014 12:47 PM Flag

    They're saying that to the press/public, and then there's this posting today on the SDRL MB:

    russellmacke • 1 hour 47 minutes ago Flag
    3users liked this postsusers disliked this posts0Reply
    $680,821.90 per day for 2 years
    This is the per day rate SDRL just announced 8/8/14 for the new contract with XOM. This is the largest day rate on the books for SDRL, with 18 billion in back log orders and adding 1/2 a billion on 8/8/14 I like my chances of receiving my future dividends.
    Sentiment: Strong Buy

  • headhunter80904 headhunter80904 Jul 4, 2014 8:39 PM Flag

    It's obvious, Auntie, from your above posting that you don't really understand how the options market works. To explain in simple terms, you probably bought those calls from the Specialist, who immediately hedged his sale to you by buying shares for below $5. So, if and when you exercise, it will probably be against shares that were purchased below $5, thus whoever gives you those shares for $5 is doing so at a profit. You will not be "sticking it to him", and he will not "sing the blues big time". Face it, Auntie, you can not beat the Specialist/MMs. Just enjoy your good fortune without thinking you need to hurt someone to gain something. So un-ladylike of you.

  • A new co-owner has come in, buying those 2 million shares, taking a 6-7% stake in the company. Doubt that they bought expecting or planning to lose money.

    Whatever the case, here we sit at $19.25, and they've still got a lot of skin in the game. If the dividend drops down to 1.05 as has been mentioned, we're still at 21.8%. If the divvy plunges to .85, as some fear, we're still at 17.7%. Not a lot out there giving that kind of return, besides WMC, and the story is a little more compelling. Monday being x+3 (3 days after bad news), I'll be watching AWDR on the Oslo bourse, looking to buy shortly after open. Freed up some cash, not quite enough to double down, but close to it. :-)

    Sentiment: Strong Buy

  • headhunter80904 headhunter80904 Aug 28, 2014 2:49 PM Flag

    I may not understand oil exploration as well as you do, but I find it hard to believe that the major oil exploration companies react to the daily/weekly moves of the spot oil prices when they plan and implement their annual capex budgets. It can't be that they jiggle their capex budget figures with every blip of the spot market. "6 billion yesterday, oh, oil dropped, move it down 3 billion today." Contracts are signed for months, if not years, based on overall market trends and forecasts, and SDRL, with some $20 billion in the order book, and state-of-the-art rigs, still seems to be sitting in a solid position. I'm holding onto mine, buying more after the post-divvy drop next month.

    Sentiment: Buy

  • Reply to

    What If They Do Another Tranche?

    by hansy_burkhalter Sep 9, 2014 6:28 PM
    headhunter80904 headhunter80904 Sep 9, 2014 8:30 PM Flag

    Please provide a link to the information you've mentioned.

  • Reply to

    The Reverse Conversions begin...

    by croesus_intervention Jul 1, 2014 12:48 PM
    headhunter80904 headhunter80904 Jul 1, 2014 12:59 PM Flag

    And how they avoid/limit margin calls, allowing them to gear up for periodic bear raids until the marketing partnership (or buyout) is announced.

    Sentiment: Buy

  • Reply to

    I've got good news

    by bobdbus Sep 3, 2014 1:28 PM
    headhunter80904 headhunter80904 Sep 3, 2014 2:12 PM Flag

    Thanks, BobdBus! Great work, and thanks for sharing. :-)

    Certainly, the events of the last 24 hrs. have got a lot of us questioning/re-visiting our earlier convictions about AWLCF. Doesn't hurt to take a look at the fundamentals once in a while! I'm looking to double down, if I can sell off a couple things here. ;-)

    Sentiment: Strong Buy

  • headhunter80904 by headhunter80904 Jul 1, 2014 5:48 AM Flag

    I think this might help explain some of the recent weakness in share price, though it's for bonds issued back in April, and it appears that they were used to refinance Transocean's notes on the rigs.

    Sentiment: Buy

  • headhunter80904 headhunter80904 Jul 10, 2014 5:05 PM Flag

    Interesting sequence of events. . . raise the dividend by 10% then 3 days later, issue a secondary diluting another roughly 10%. Not sure if I like this too much . . . but will have to hold on for the ride.

  • Reply to

    Option exercise

    by cedafuntennis Jul 3, 2014 6:00 PM
    headhunter80904 headhunter80904 Jul 3, 2014 8:33 PM Flag

    All these answers, with bits of helpful info and insight, but what really matters is how many, if any, of the $10 calls are exercised, and if the OCC chooses your shares (not your calls) to be called away. Doesn't matter what the closing price is, or the AH price, or who you sold them to, as if that could be tracked, nor what he/she does.

  • headhunter80904 by headhunter80904 Jul 8, 2014 11:12 AM Flag

    Doubled my position. Been waiting for a buying opportunity for a long time; was close to giving up waiting a few days back and almost pulled the trigger near $40. Like it a lot better at 37.78. Thanks, Mr. Market.

    Sentiment: Buy

  • Reply to

    $36.12 Conversion Price

    by johnsonjoel1 Jul 18, 2014 9:59 AM
    headhunter80904 headhunter80904 Jul 18, 2014 11:29 AM Flag

    Onan X, your logic doesn't seem flawed, nor does your arithmetic. There's probably another $800 or so in interest for the last quarter. In any case, the bondholders seem to be getting rewarded for their earlier confidence in SDRL/JF in this conversion, considering:
    PPS at bond issue (10/25/10): $30.56
    Original conversion price: $38.91
    Total Dividends since bond issue: $12.815 ("missed" out on by bond investor)
    Conversion price adjusted downwards with every dividend, though not exactly in the dividend amount.

    Question: Why would JF feel its better to pull the trigger on the conversion now rather than later, and on debt at 3.375% rather than the other bonds in the 5.625-6.5% range? Wondering also who bought these bonds. All these thoughts seem to indicate an expectation of a higher PPS in the near to mid-future.

    Thoughts?

  • Reply to

    CALL Options-Leaps

    by southvegasman Jul 26, 2014 2:37 PM
    headhunter80904 headhunter80904 Jul 26, 2014 2:45 PM Flag

    Sell the puts.

  • Reply to

    Option exercise

    by cedafuntennis Jul 3, 2014 6:00 PM
    headhunter80904 headhunter80904 Jul 6, 2014 11:57 PM Flag

    The OCC gods smiled on you. Bet just about every Friday involves the MMs trying to pin it to an option strike for a while here.

  • Reply to

    Anyone adding shares today?

    by bigbear.2010 Jul 8, 2014 12:51 PM
    headhunter80904 headhunter80904 Jul 9, 2014 3:53 PM Flag

    Selling naked puts is very bullish ( i.e. long, not short), as much as, and perhaps moreso than, going long the common.

  • Reply to

    Who is shorting now?

    by samsa1 Jul 16, 2014 12:18 PM
    headhunter80904 headhunter80904 Jul 16, 2014 6:56 PM Flag

    In the absence of news (good or bad), I was thinking the MMs/specialist are trying to get this down below 10 for option expiry. Beyond that, I'm really wondering . . . . almost tempted to buy a little more here . . .

    Sentiment: Buy

  • So, Awilhelmsen sold 1.634 million shares out of their 14.6, ~11% of their holdings, for 200 million kroner, or $31.2 million. Their partners sold an apparently proportionate 366k shares, for $7 million, bringing the total divestment to exactly 2 million shares. Between the two of them, they still own over half the company. (So, this is not like JF selling out 90% of his holding in GLNG.) And, from previous posts on this mb, there were other "insiders" holding about 25%, and only 15% was in the float. (to be continued; Yahee not letting me post the whole thing in one go)

    Sentiment: Strong Buy

  • Reply to

    Any Thoughts on Today's Drop

    by headhunter80904 Aug 25, 2014 3:45 PM
    headhunter80904 headhunter80904 Aug 25, 2014 5:13 PM Flag

    Please post a link to the news story. Thanks.

AGNC
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