Wed, Apr 16, 2014, 2:24 PM EDT - U.S. Markets close in 1 hr 36 mins

Recent

% | $
Quotes you view appear here for quick access.

Ford Motor Co. Message Board

smalls_62 8683 posts  |  Last Activity: 21 minutes ago Member since: Nov 10, 2009
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • smalls_62 smalls_62 21 minutes ago Flag

    Is the £26B supposed to scare us or something? VZ has more debt than that today from its purchase of the 45% stake of VZ Wireless. Should that mean we should be scared of VZ? Hardly so given most of the debt will be paid off within five years. Looking at things in the proper perspective is the key.

    VOD is susceptible to recession but "extremely" is just your hyperbole. VOD is also open to EU continuing its green shoots coming out of its two and half years long recession as well as continued growth in the emerging markets such as that big cherry India.

    Sentiment: Strong Buy

  • smalls_62 smalls_62 1 hour 1 minute ago Flag

    He is playing a misleading game I didn't want to waste the time to explain but here I am still chasing his stupid goose. Cash proceeds are earmarked from the VZW sale BUT FCF will indeed to appear to be near zero with the large capital outlays being made in 4G network infrastructure - Project Spring. It is similar to having a bank account with cash sitting in it. You finally have the money to buy that investment property. Of course your bank account is going to have an adverse cash outflow when you write the check.

    T has a similar situation in the U.S. for 2014 with a peak of infrastructure expense being pushed through this year resulting in low FCF. Rub is doing nothing more here than posting misleading FUD. It isn't a lie but it is very misleading. Rub doesn't lack brains but he lacks integrity.

  • smalls_62 smalls_62 1 hour 27 minutes ago Flag

    It might be a bubble bursting for you if you aren't really playing stupid here. The beachfront property is fiber. VOD's wireless position is definitely a higher end burb property though when compared to its peers but can be subject to a devaluation with tough new neighbors - Zuckerberg and Brin/Page. Colao is buying beachfront investment assets with VZ Wireless proceeds. T is investing in the very same beachfront assets in rapid order in the U.S. If T likes fiber beachfront in the U.S. then they will like them in EU. Cable just a side game acquired with the real intent of fiber acquisition*. Cable assets acquired by VOD could be sold off just like T did years ago. Caloa is more interested in the beach location than the cable shack located on the property purchased. Sounds like a wise real estate developer to me. I think T knows as much given Stephens private meetings in Europe drumming up support.

    *Colao comments on Portugal cable potential acquisitions, “If smaller cable companies were available for sale we would look at them,” Colao, 52, said in an interview after attending an event in Lisbon. “If they are not available for sale, we’ll build fiber in their areas and then we will see.” ~Bloomberg 3/26/14. Again "...we'll build fiber...". The beachfront property is fiber.

    All it takes is one hardaway bet to pay out much more than wagered.

    £ looks like it is bouncing back up out of the 1.6747 area...

  • smalls_62 smalls_62 4 hours ago Flag

    A fully rehabbed VOD with a full EU recovery will make a deal unaffordable if suitor(s) wait for 2017. The EU parliament just approved reform which creates the very spectrum environment T's Stephenson has been demanding for a long time. Nothing specifically indicates a T bid for VOD here but it does make it rather interesting given reports of T launching a VOD bid sometime in 2014. You know better and I'm not chasing your goose any further while you choose to play stupid.

    T shares continue to move steadily upward.

  • AT&T’s U.S. Vision Rankles Europeans, Vodafone Bid Must Wait
    .....
    Stephenson says newer, higher-speed networks can stimulate data use and allow carriers to raise prices. He blames Europe’s governments for a thicket of regulation that makes it hard for companies to own airwave licenses for enough time to make long term investments or sell the radio spectrum needed to carry their phone signals. The criticisms have led Sanford C. Bernstein analyst Robin Bienenstock to label him “the American uncle.”
    ....
    When Stephenson comes to Europe, he often meets with European Commission Vice President Neelie Kroes, a person familiar with the trips said. The two got together last month at the World Economic Forum in Davos to discuss takeover possibilities, the person said. Kroes is in charge of reworking the rules governing telecommunications in Europe, including the spectrum regulations that Stephenson has criticized.

    “How you manage spectrum policy will determine how much investment comes to Europe,” Stephenson said in October at a meeting with the leaders of big European carriers in Brussels. “In six years, Europe has gone from first in network technology to one of the last.”

    --With assistance from Jeffrey McCracken in New York. Editors: Mark Beech, David Rocks
    ~Washington Post.Bloomberg Feb. 27, 2014.

    Now we should follow up with:
    "I am writing regarding this week's vote on the European Commission's Connected Continent proposal.

    If adopted, this will lead to ending roaming charges by end 2015 on voice, text and data, ensure more coherent rules on spectrum allocation, set out the principles of net neutrality in the open internet (no blocking and no throttling), strengthen consumer protection measures and develop innovative communications/telecoms tools for business users." ~ Neelie Kroes

    Nige, once again, can you tell us how the EU vote for spectrum reform went? When did this vote occur? TIA ;-)

    Sentiment: Strong Buy

  • Reply to

    Colao Told Randy "Pull My Finger"

    by eyt_trub 16 hours ago
    smalls_62 smalls_62 14 hours ago Flag

    Nice FUD. Keep up the hard work. Media has already chased off most. Someone seems rather annoyed at a most excellent post I made today and pulls out the stupid multiple moniker to stir up noise. For that very reason I will be putting that post in a topic of its own to keep front and center. Someone here would be best served to let those posts naturally fade away with other discussion instead of this garbage posting.

    Sentiment: Strong Buy

  • Reply to

    Why is VZ not Tracking With T

    by mdki_longtimer 21 hours ago
    smalls_62 smalls_62 20 hours ago Flag

    425 million shares in authorized buyback might have something to do with T share price. VZ going through some expected consolidation after the big VZ Wireless deal with VOD.

  • Reply to

    AT&T trims stake in Slim's America Movil

    by nigeco Apr 14, 2014 2:53 AM
    smalls_62 smalls_62 21 hours ago Flag

    Really? Absolutely nothing? When those words came directly out of Randy's mouth. Straight quote out of the horse's mouth is hard to refute. Interesting response there Rub. "How you manage spectrum policy will determine how much investment COMES to Europe" may not specifically imply VOD/T deal within the statement but to "absolutely" dismiss the statement is pure comedy.

    T price most likely is going up because of a hugely supportive 425 million shares in buyback authorization being put to work. T won't be able to afford VOD with a successful Project Spring and continued emerging market growth.

    Sentiment: Strong Buy

  • Reply to

    Trials And Trubulations

    by eyt_trub 22 hours ago
    smalls_62 smalls_62 21 hours ago Flag

    Glad it worked out for you. You don't have to post FUD to be profitable. It is called profits with integrity. However, you weren't in at the highs so giving yourself a pat on the back for avoiding yourself on a 7 point move could be followed by a kick in the backside for missing 4 points of upside. If you have fully entered back into a full position at this point then we can say you completely avoided a net drop of nearly 3 points in your original position. Nice work nonetheless.

  • Reply to

    T seems to be moving up quietly....

    by romannorga Apr 10, 2014 11:26 AM
    smalls_62 smalls_62 22 hours ago Flag

    AT&T’s U.S. Vision Rankles Europeans, Vodafone Bid Must Wait
    .....
    Stephenson says newer, higher-speed networks can stimulate data use and allow carriers to raise prices. He blames Europe’s governments for a thicket of regulation that makes it hard for companies to own airwave licenses for enough time to make long term investments or sell the radio spectrum needed to carry their phone signals. The criticisms have led Sanford C. Bernstein analyst Robin Bienenstock to label him “the American uncle.”
    ....
    When Stephenson comes to Europe, he often meets with European Commission Vice President Neelie Kroes, a person familiar with the trips said. The two got together last month at the World Economic Forum in Davos to discuss takeover possibilities, the person said. Kroes is in charge of reworking the rules governing telecommunications in Europe, including the spectrum regulations that Stephenson has criticized.

    “How you manage spectrum policy will determine how much investment comes to Europe,” Stephenson said in October at a meeting with the leaders of big European carriers in Brussels. “In six years, Europe has gone from first in network technology to one of the last.”

    --With assistance from Jeffrey McCracken in New York. Editors: Mark Beech, David Rocks
    ~Washington Post.Bloomberg Feb. 27, 2014.

    Now we should follow up with:
    "I am writing regarding this week's vote on the European Commission's Connected Continent proposal.

    If adopted, this will lead to ending roaming charges by end 2015 on voice, text and data, ensure more coherent rules on spectrum allocation, set out the principles of net neutrality in the open internet (no blocking and no throttling), strengthen consumer protection measures and develop innovative communications/telecoms tools for business users." ~ Neelie Kroes

    Boston, read the last paragraph's first sentence of the W.P./Bloomberg piece and tell me how the recent EU parliament vote went. ;-)

    Sentiment: Strong Buy

  • Reply to

    AT&T trims stake in Slim's America Movil

    by nigeco Apr 14, 2014 2:53 AM
    smalls_62 smalls_62 22 hours ago Flag

    AT&T’s U.S. Vision Rankles Europeans, Vodafone Bid Must Wait
    .....
    Stephenson says newer, higher-speed networks can stimulate data use and allow carriers to raise prices. He blames Europe’s governments for a thicket of regulation that makes it hard for companies to own airwave licenses for enough time to make long term investments or sell the radio spectrum needed to carry their phone signals. The criticisms have led Sanford C. Bernstein analyst Robin Bienenstock to label him “the American uncle.”
    ....
    When Stephenson comes to Europe, he often meets with European Commission Vice President Neelie Kroes, a person familiar with the trips said. The two got together last month at the World Economic Forum in Davos to discuss takeover possibilities, the person said. Kroes is in charge of reworking the rules governing telecommunications in Europe, including the spectrum regulations that Stephenson has criticized.

    “How you manage spectrum policy will determine how much investment comes to Europe,” Stephenson said in October at a meeting with the leaders of big European carriers in Brussels. “In six years, Europe has gone from first in network technology to one of the last.”

    --With assistance from Jeffrey McCracken in New York. Editors: Mark Beech, David Rocks
    ~Washington Post.Bloomberg Feb. 27, 2014.

    Now we should follow up with:
    "I am writing regarding this week's vote on the European Commission's Connected Continent proposal.

    If adopted, this will lead to ending roaming charges by end 2015 on voice, text and data, ensure more coherent rules on spectrum allocation, set out the principles of net neutrality in the open internet (no blocking and no throttling), strengthen consumer protection measures and develop innovative communications/telecoms tools for business users." ~ Neelie Kroes

    Nige, read the last paragraph's first sentence of the W.P./Bloomberg piece and tell me how the EU parliament vote went. ;-)

    Sentiment: Strong Buy

  • smalls_62 smalls_62 Apr 15, 2014 11:06 AM Flag

    First, it appears you are shorting the dividend amount. There are two dividends per year, not just the first one of ~11p. Secondly, you choose to ignore the 2015 adjusted vs. GAAP costs incurred in acquisitions but that is expected with your FUD play. The stock acts poorly because many have left the building under the assumption a T deal is off or at least suspended until six month U.K. restriction ends. There is also some uncertainty created with roaming fees ending but I would say this is not as much the reason or the rest of the field would be down in similar fashion. The state run telecoms would be at as much exposure on roaming charge loss. Great consolidation of shares here to say the least.

    Lastly, KGC was not a hedge play no matter your history. Hedging would involve something besides a highly leveraged gold miner. You speculated and lost big.

    Your FUD is as bad as the garbage spewed on Motley this morning. Author dogs the replacement income and barely mentions cost savings at the end without mentioning the amounts. Makes all the difference in the world but his motive isn't full discussion just like your misleading half truths.

    Sentiment: Strong Buy

  • smalls_62 smalls_62 Apr 15, 2014 10:30 AM Flag

    Pffft Gold fund might be insurance policy but a leveraged miner is not a hedge play. That was purely speculative play and you got smoked. Nice try to call it an insurance play but you are full of manure. Not sure if you are telling yourself that to make yourself feel better or to merely try to put your very poor speculative play in a better light here. I would bet the latter.

  • Reply to

    Agent Provocateur

    by eyt_trub Apr 14, 2014 8:41 PM
    smalls_62 smalls_62 Apr 15, 2014 10:16 AM Flag

    "Those transactions were expected, and indicate absolutely nothing." Yes -They were expected. However the purchases do indicate a deal is now possible. It indicates they may now entertain a T bid.

    T was told by top shareholders to not place a bid until AFTER VZ sale was completed. The UK takeover regulator filing essentially gave VOD board of directors the power to keep a bid by T at bay until the board was ready to entertain any offer. Why would VOD board waive the six months restriction before they had a chance to roll back into full ownership? Not a chance in the world. Just a month delay from ROV to buyback by D&Os. There was no open window for an offer until two weeks ago. Keep up the FUD dance. It's quite comical

    The more I think about your dividend FUD the more I have to laugh. The dividend payments cut nearly in half now with the reverse split when VOD was servicing full dividend payments adequately in years that VZ wasn't cutting checks a few years ago. FUD at its absolute finest.

    Sentiment: Strong Buy

  • Reply to

    Agent Provocateur

    by eyt_trub Apr 14, 2014 8:41 PM
    smalls_62 smalls_62 Apr 15, 2014 7:58 AM Flag

    You want to talk about incoherent ramblings. That was definitely it. Just a redirect on your part in an attempt to obscure the fact. VOD was not in play until D&Os had moved their shares back. Not a single one of them is going to vote for a waiving of the six month bid restriction when they don't have their full holding. Period. Media killed the talk at the very time the VOD board would finally be willing to talk. Nice and "quietly" ...

    Sentiment: Strong Buy

  • Reply to

    VZ Might Be The Best Way To Go

    by eyt_trub Apr 15, 2014 12:54 AM
    smalls_62 smalls_62 Apr 15, 2014 1:03 AM Flag

    Yes, and KGC MIGHT be the best way to go as well.

  • Reply to

    Agent Provocateur

    by eyt_trub Apr 14, 2014 8:41 PM
    smalls_62 smalls_62 Apr 15, 2014 1:02 AM Flag

    Funny, you haven't posted a response to this one. ....because there is little you can say to refute the fact that nothing was in play for a T deal until two weeks ago. You can insult the balance of the message board from here....

  • Reply to

    Estimates Of VOD Fiscal Year 2015 Guidance

    by eyt_trub Apr 15, 2014 12:32 AM
    smalls_62 smalls_62 Apr 15, 2014 12:59 AM Flag

    LOL Keep it up smokey. Kroes agenda is a game changer for EU telecom and VOD is getting well positioned with best of breed fiber plays to own both toll roads.

    Funny, Clark's cohort states similar reasons for owning HSBC which are very much the traits held by VOD. Your friend Ms. B also said last summer VZ deal was unlikely. Now she sings a different tune. Her numbers are as large as Citi's big figures. Mr. Clark got left behind. His fund play has a much different defensive motive in seeking yields which were reduced when VOD price went up. Cash flow was sufficient before to support dividend without the VZ income. The cash being put to use acquiring new CF assets that will indeed be received from those holdings vs. withholding threats by VZ will definitely cover a much reduced cash demand for dividend due to the recent VOD reverse split. That piece of opinion is pure garbage but nice play. Should we start posting many of the analysts' reviews? Major consolidation under way in EU telecom. This is U.S. market of 20 years ago with fragmented market and T knows how to play this game to a "T". Salivating they are.....

  • Reply to

    AT&T trims stake in Slim's America Movil

    by nigeco Apr 14, 2014 2:53 AM
    smalls_62 smalls_62 Apr 14, 2014 11:24 PM Flag

    Building up some cash for the coffers I see. That's no chump change.

  • Reply to

    Agent Provocateur

    by eyt_trub Apr 14, 2014 8:41 PM
    smalls_62 smalls_62 Apr 14, 2014 11:23 PM Flag

    This hunt isn't over little one. Still stand by price target as well. This deal could happen at the drop of a hat and wasn't ever going to happen until VOD D&Os had bought back in from the VZ ROV which occurred two weeks ago. The hunt has really just begun. BKB has called for 2H'14 to be the T deal window for the better part of a year. We shall see if he is right.

F
16.02+0.18(+1.14%)2:24 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.