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Weatherford International plc Message Board

popa1717 6 posts  |  Last Activity: Aug 14, 2014 5:01 AM Member since: Oct 30, 2010
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  • Reply to

    NEXT

    by popa1717 Aug 13, 2014 5:32 AM
    popa1717 popa1717 Aug 14, 2014 5:01 AM Flag

    .. it makes no sense Al will invest the last years of his life stressing out on registration, profits, managing a company etc ... rumours already started that something, part of this story, will still happen and that for sure is about MNKD being acquired by a SNY sub or somebody else, or that technosphere etc etc will be sold etc ... long story short , lots of things yet to come IMHO

    Sentiment: Strong Buy

  • popa1717 by popa1717 Aug 13, 2014 5:32 AM Flag

    Putting all disappointments aside (im also long on MNKD), what would be Al next steps, it seems weird that a man with his age has a dream of building a new conglomerate, blockbuster company. As the great entrepreneur we all know he is, what one may think is next step with MNKD, now that he has got the best partner for launching:

    . Commercialize technosphere ? (seems not that much)

    . Still has plans to sell the company ?, if yes what would be the value ? Im pretty sure (knowing all these supply alliances agreements that Sanofi as right for first refusal in a possible Co sale), besides Sanofi, who could be interested in acquiring MNKD ?

    . Seems not that logical, Alfred gets into other NDAs/developments for technosphere ? lots of cash and headaches involved ?

    My guess is Al still plans selling MNKD, but not sure to who or to what business …

    longs pls comment ?

    Sentiment: Strong Buy

  • Wouldn't it give MNKD much more power and upper hand over all is going on if they announce the basis and who they are partnering with ?

    obs: Long on MNKD

  • Reply to

    $8 at the close, buy out is the rumor at $15

    by cpasific Jan 9, 2014 3:27 PM
    popa1717 popa1717 Jan 9, 2014 3:38 PM Flag

    I truly hope so, a buyout would be probably at 18, Al would make another 1 to 2 Bilion and still lots of value for the big pharma to go after.

    Otherwise, we watch the dump move again till 5.00 ... Then up on rumours and down on nothing till anything concrete happens !

    Good luck to us , longs !

    Sentiment: Strong Buy

  • popa1717 by popa1717 Jan 9, 2014 12:54 PM Flag

    With discussions on Brazil investment grades at stake, a big burden now is over Brazil stocks, mainly VALE and even heavier on PBR, VALE price reaction will be very dependent on 1Q earnings announcements and dividends. I'm a truly believer VALE, along,with SID are undervalued stocks excellent opportunities for value investors 12 months time frame, PBR the same but on this one reaction will probably occur in the beginning of 2015, lots of value to be capture if one has stomach and guts. Target for VALE is 22.00. IMHO

    Sentiment: Strong Buy

  • Reply to

    Brazilan currency

    by jrkkek Jan 4, 2014 1:19 AM
    popa1717 popa1717 Jan 4, 2014 4:25 AM Flag

    Jr, my two cents ...

    VALE is much more a China play than Brazil, the more the BR currency devalues, the better it is for VALE that has the majority of its income streams tied up to dollar. Thus same to say, BR devalues, VALE costs which are held in BR currency goes down in dollar basis and sales go up, this is the best of the two worlds, ADR when translated to dollar suffer some but in my opinion the overall impact is positive, if China and iron ore prices continue to go up.

    VALE at present VALE is extremely under appreciated, I remember I bought at 22 and sold at 30, it is now hovering 14. Anyway, still the question is China and iron ore prices, in BR the issues are Income Tax ,me till some in dispute but the majority of this hanging left behind by a deal with government, currency and some political aspects of Brazil economy. If I'm not mistaken Yahoo has a target of 22, please check that.

    If Brazil is downgraded to BBB-, VALE should be much less affected than for instance PBR, nonetheless I would expect still some impact initially and after some time a recovery.

    I'm long on VALE, just took a long position recently and see VALE as a good value play opportunity in the middle of this so over appreciated market. Other BR play I also like is SID, wonderful dividends, and with some run to go. Rgs

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