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 Technology Stocks | Wi-LAN Inc. (T.WIN)

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To: nicmar who wrote (16053)1/19/2012 3:32:48 PM
From: Mark Bartlett   of 16289
 
Seems to be death by a 1000 cuts ... where has WIN support gone?

- M

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To: Zed4 who wrote (16054)1/19/2012 4:29:10 PM
From: Mark Bartlett   of 16289
 
I think that we are getting set up to get whacked by a takeover bid.

Anyone else feel it?

- M

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To: Mark Bartlett who wrote (16061)1/19/2012 6:32:49 PM
From: Zed4   of 16289
 
Please explain how this works. Thanks.

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To: Zed4 who wrote (16062)1/19/2012 9:10:34 PM
From: Mark Bartlett   of 16289
 
Zed4,

Not sure I understand the question -- are you asking what set of criteria or conditions I am basing my comment? If that is the case, honestly it is no more than a feeling.

There was also an article linked on Stockhouse today as well -- but I have had the feeling for a while:

http://www.cantechletter.com/2012/01/byron-capital-says-these-canadian-techs-could-be-takeover-candidates/

Subjective -- yes .. I am the first to admit it.

- M

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To: Mark Bartlett who wrote (16063)1/19/2012 9:40:48 PM
From: Zed4   of 16289
 
Mark, I wondered what you meant by "getting set up to...".

Who is doing the setting up, how and why?

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To: Zed4 who wrote (16064)1/19/2012 11:06:15 PM
From: Mark Bartlett   of 16289
 
Zed4,


Just the way the trading ha gone the last few days -- it looks contrived, almost af if there is a goal to moving it to a certain price. As to who is behind it, if in fact it is real, I have no idea.

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To: Mark Bartlett who wrote (16065)1/19/2012 11:39:16 PM
From: Zed4   of 16289
 
Sprott overcommitted and now they're paying a liquidity discount. They made too large a bet - nothing necessarily sinister in that; things do change including fund outlooks and mandates.

With the company buying back 5% of its shares before earnings, it sure appears as though they are simply quietly accumulating until that time. Seems like sound business practices at work....

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To: Zed4 who wrote (16066)1/20/2012 8:02:53 AM
From: Mark Bartlett   of 16289
 
Zed4,

That makes sense .. I like your take. If the earnings are going to be decent, would Sprott not just hang in there and wait ... or do you believe thier position is just too big and money management is ruling the day?

- M

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To: Mark Bartlett who wrote (16067)1/20/2012 9:27:17 AM
From: Zed4   of 16289
 
Mark, I won't pretend to understand what Sprott is thinking, but my guess would be that it's nothing nefarious, simply that they were playing the buyout scenario.

When it became apparent that WiLAN won't be involved in any M&A in the near term, they decided to pull back.

Always favour the simplest explanation until evidence proves otherwise: Occam's razor en.wikipedia.org 

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To: Zed4 who wrote (16068)1/20/2012 9:34:11 AM
From: Mark Bartlett   of 16289
 
Zed4,

Thanks -- I am familiar with Occam's razor.

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