|Harvesting 'Booo'- berries to drive SCALE: Taurus POTUS buys time for Western consolidation to Get Big and Face Chinese Monsters in the Race to SCALE. Are EU Leaders smart enough to recognize the strategy is intended to Save The Western World? Can Global Captains of Industry respond quickly enough as China tries to divide the EU into East v West? In this moment, can EU Leaders see good relations with Russia are an advantage?|
Small cap firms require a new era of Noblesse Oblige' from Large Cap firms: Consolidation Support.
The Rise of a new era: 'First and Most'
In the movie "Pacific Rim", giant monsters called Kaiju emerged from the Pacific and attacked the world forcing a global existential reaction and consolidatiion of efforts to build giant human-piloted attack bots named Jaegers in response.
In the real world, Western industries have been manuevering to form 'jaegers' and often have been blocked by current international trading rules which gives right of refusal to China for a merger.
This right of refusal must be drowned in the bathtub.
Western corporations must be permitted to merge into collosal 'jaegers' to fend off a Communist law-hating competitor who acts like an existentialist desperado. Start with NOK + ERIC. Then STM + NXP. Then GCT + SQNS.
Financial results in China must not be allowed to dictate to emerging markets, and no where is this more tested than India. No country has been better to India than USA as it seeded technology and jobs over there, starting with 1994-5 era programming job transfers, after supporting education massively in earlier years. It's time for USA industry and POTUS to make demands there to open up, and to drop ridiculous usurious tax lawsuits against Western corporations like ERIC and NOK have suffered. Modi must have a 'Come to POTUS' moment - immediately.
We can force this by shining light on the financing and operations of Reliance Jio starting with the Deloitte financial review. telecom.economictimes.indiatimes.com
Accounting quirks? Jio earnings face close scrutiny on D-Street The vast majority of stock analysts who follow the conglomerate consider it a good investment. Bloomberg | April 23, 2018... Unusual Accounting
A review of Jio’s unaudited results for the last year shows that the wireless venture and its parent relied on a series of accounting decisions that wound up portraying Jio’s financial performance in the best possible light. Analysts have previously noted some anomalies in Jio’s accounting, like the inclusion of six months of revenues in a three-month reporting period. Another accounting decision reveals even more... (more)
SECOND, in the news is more rolling consolidation in the Consumer Devices sector - now the wireless-camera/router sector.
This consolidation must be accelerated to create more Foxcon-like ODMs. A new calculus that restricts M&A voting on smaller businesses consolidating must be incorporated - forcefully, even before it is adopted by negotiating bodies.
To h3ll with Chinese objections.
China must be confronted with our own 'jaegers'.
This is a war we must not lose. And in this war, I prefer strong language to bombs and bullets.
We here in USA have spent far too much for the appearance of democracy.
It's now time for the Western-aligned world to prove their democracy.
So, THIRD... that includes EU's Defense.
The USA policy there should be: 'First and Most'
EU must pay 'First and Most' for defense on their soil.
EU must fight 'First and Most' in any War on their soil.
EU must die 'First and Most' in any War on their soil.
We have paid too much in USA lives and treasure already. Basta!
It all starts by herding cats with 'Booo'.
Give 'em h3ll Mr. President.