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Southern Copper Corp. Message Board

st067753 71 posts  |  Last Activity: 15 hours ago Member since: Mar 16, 2007
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  • st067753 st067753 15 hours ago Flag

    The $15 was included in the above calculation as the plan was $100 and $15 X 4 phones = $160.

  • Here is the best example I've seen of the future revenue and margin concerns at Sprint.

    A co-worker of mine, who has Sprint, had 3 phones on an Everything Data - 1500 Shared plan at $179.98 or $60 ARPU.

    He added a phone to his account and put all 4 phones on the new Family Share Plan at $160.00 (he saved $20 per month by adding a device) or $40 ARPU.

    Basically, Sprint better see a significant growth in subscribers in Q3 & Q4 or I expect the losses to accelerate very quickly. ARPU is coming down either way.

    What's good for the consumer is usually bad for the company & stock price.

  • st067753 st067753 20 hours ago Flag

    When the new management and largest investors believe the current value is $8+, then you ride the wave. Some will take profits along the way, but today's volume and close near the highs of the day is a good sign this moves higher.

  • Just listened to Alex's commentary from the investor presentation and he already considers NVTL a $3 stock. When asked about SWIR compared to NVTL, he said which would you rather invest in for greater profits, a $3 or $30 stock. NVTL has new life and with positive guidance (remember they didn't give any on the last quarterly earnings) this stock can move up quickly.

  • Before everyone discounts this claim, this is the belief of the recent investors and the new management of NVTL. Read the report "The Case for Novatel" from June 17, 2014.

    Link below:

    http://www.shareholdersmatter.com/uploads/2/8/2/0/28209119/the_case_for_nvtl.pdf

    The new management and new investors at $1.75 per share aren't in this to make 20% to 30% profit, they are looking to make 10X or more with perceived little risk.

    Smart money will follow smart money and I expect spikes will happen rapidly with every meeting that Alex, HC2, and the rest of the investment managers have that now run the company.

    Sentiment: Strong Buy

  • Reply to

    Ok Sprint Bashers these are FACTS.

    by easymoney216 Aug 28, 2014 4:55 PM
    st067753 st067753 Aug 28, 2014 5:19 PM Flag

    DISH buying TMUS and then partnering with Sprint?????????????

    Wow, you are really stretching, which tells me that you really don't think that Sprint can succeed on its own.

    TMUS and Sprint are turning into the Hatfields and McCoys. (Seen Twitter) Now, let's throw Ergen and Masa into the mix. I'm sure that will work. (Sarcasm)

    Yes, DT wants out and has put the price tag on TMUS, but let's not speculate that Sprint will have any involvement because that ship has sailed.

  • st067753 st067753 Aug 20, 2014 11:46 AM Flag

    For all of you saying that Sprint was "mid the rip and replace in the first half of 2014" thus making the RootMetrics Summary moot, this is from Sprint's Press Release on 2013 Q4 earnings.

    "Sprint currently has nearly 33,000 Network Vision sites on air, an increase of more than 24,000 sites over the last 12 months. LTE coverage is now available to more than 200 million people. The company continues to expect that by the middle of this year LTE coverage will reach 250 million people and the voice/3G network modernization deployment will be complete."

    They were 80% complete at the beginning of 2014 with the 4G LTE network and completed the final 20% over the course of the first half of 2014.

  • st067753 st067753 Aug 19, 2014 12:45 AM Flag

    Greek, if anyone has the dunce cap on, it's you pumping a stock that continues to fall. I hope you're part of the cost cutting measures at Sprint because they shouldn't continue to pay you to post your garbage. No wonder you delete all your past posts on Sprint, because nothing you've said over 2014 has been right. And, if anyone actually listened to you, they would be down close to 50% YTD. (Yes S started the year @ $10.75 and now trades at $5.62, -47.72% to be exact)

    So STOP with your predictions, Stop with you NEWS Flash, and Stop acting like you know anything. You have no credibility when you've been nothing but WRONG!

  • st067753 st067753 Aug 18, 2014 11:54 PM Flag

    Whether this is a good direction or bad one, only time will tell, but the line you left out of your post is the one that has to be the most frustrating for Sprint backers.

    "The new plans will carry new branding, meaning Sprint will phase out the "Framily Plan" -- for family and friends -- branding in which it has invested heavily."

    Sprint spent a lot of money on this branding, it lastly about 6 months, and the claim was that it was resonating when obviously Hesse was embellishing. Was this the Ad Firm that Son wanted fired or was this a Son supported campaign?

  • st067753 st067753 Aug 15, 2014 12:52 PM Flag

    Let's not forget the fact that the 2.5 GHZ spectrum isn't strong enough to penetrate office buildings and homes which would create more negativity toward Sprint.

  • Reply to

    AT&T first up on current pricing war plan ?

    by mr_whigglee Aug 14, 2014 1:41 PM
    st067753 st067753 Aug 14, 2014 3:07 PM Flag

    With VZ and T having 1% churn and S having 2% churn, your optimism is very unrealistic.

  • Reply to

    Keep it Simple

    by greekmonster101 Aug 14, 2014 11:34 AM
    st067753 st067753 Aug 14, 2014 1:36 PM Flag

    The "Strong Hands" seem to be getting weaker as the move lower in the stock couldn't (as you said) be the result of the 200 Million shares owned by individual investors.

  • Reply to

    Marcelo, the axe man. Day 1

    by mr_whigglee Aug 11, 2014 5:44 PM
    st067753 st067753 Aug 11, 2014 6:45 PM Flag

    Looking back on the article titled "Sprint’s struggles continue as layoffs and facility closures start compounding" back in March, my favorite line is the last sentence.

    "Son, however, seems more concerned with getting the government’s blessing for his next planned acquisition — T-Mobile — than he is with fixing the U.S. carrier he already controls."

    Good luck Marcelo as you've got a major challenge ahead of you.

  • Reply to

    news after close ???

    by vetfrc Aug 11, 2014 2:02 PM
    st067753 st067753 Aug 11, 2014 2:26 PM Flag

    First, it was Softbank that would make Sprint relevant and competitive in the wireless industry, then it was the buyout of T-Mobile that would bring them scale to compete, and now a partnership or deal with Dish that will make the difference.

    Why is the future of Sprint always dependent on someone else?

  • Reply to

    Sprint and Dish deal?

    by zgcorp Aug 8, 2014 2:42 PM
    st067753 st067753 Aug 8, 2014 2:52 PM Flag

    Unless you can explain how a "partnership" would work or share an example of one that has ever been successful, I don't consider this an option. And, maybe Masa could consider getting out by selling Sprint to Dish, but I don't see his ego allowing him to do that.

  • st067753 st067753 Aug 6, 2014 7:34 PM Flag

    When you're entire future strategy and daily activity was put on hold waiting for a TMUS buyout while your competitors (AT&T, VZ & TMUS) are getting more aggressive with pricing, today's selloff isn't unexpected.

    Additionally, when you look at comparable analysis of actual performance, you have more to overcome like the quote below from the WSJ.

    "Assigning Sprint a multiple of 6 times—generous considering its challenges—implies a share price of $4.78, an about 20% discount to its current beaten-down price."

  • This just keeps getting worse as the day goes on. Looks like it's holding at the prior 52 week low as I'm sure Masa is on the phone with Major Holders asking for favors. He does have the carrot of Alibaba to dangle, but I believe he's gone to that well a few times already. We'll see.

    "Assigning Sprint a multiple of 6 times—generous considering its challenges—implies a share price of $4.78, an about 20% discount to its current beaten-down price."

  • John Legere is relentless and some of these are pretty funny.

    If you needed just one more reason to leave Sprint and join T Mobile….Now you might just have it….total Chaos at Sprint! #sprintlikehell

    Is Sprint a melting ice cube?….looks like it to me….join the cool brand NOW! #T-Mobile #Unleash

    Join T-Mobile now and jump off the Sprint bus before it crashes! #framily #unleash

    Looks like @sprint has a new #framily member… and he’s got a lot of framily therapy to do, asap. #justsayin

    Pro-tip for @marceloclaure, tell people how to pronounce your name now... #leegair!?

  • st067753 st067753 Aug 5, 2014 9:22 PM Flag

    I don't see the connection. I get that this guy has built a multi-billion dollar Distribution company, but I would've rather liked to see an executive from Softbank come take control having direct Industry experience.

  • Reply to

    Sprint Will Not Merge With T-Mobile

    by billbrittain3 Aug 5, 2014 7:24 PM
    st067753 st067753 Aug 5, 2014 7:59 PM Flag

    The question you need to ask yourself is does Son and Softbank still believe in Sprint? They're the biggest loser in this having 3.14 Billion shares and are they upset with Hesse and team for selling them to buy Sprint. (Remember all this started when Hesse called Son based on their past relationship) Expect another reshuffle and new strategy as Sprint will need to drop prices and cut costs. To this point, Sprint was banking on TMUS as a strategy, but T-Mobile has been competing and winning business in the marketplace.

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