From: researchguy | 1/26/2017 8:24:10 AM | | | | Hi, Richard, I started looking for MA opportunities since 2013, found your forum and follow it since 2014 but never wrote a post, do you mind I post to this forum sometimes to share my thoughts? Thanks |
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From: researchguy | 1/26/2017 9:21:44 AM | | | | CNBC: Charter shares soar on report Verizon exploring a merger deal
My take: so long Charter and short Comcast as an arbitrage? Charter internet fee is much lower than Comcast, so if Verizon bundle their cellphone service with Charter internet, should be competitive. |
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To: researchguy who wrote (4353) | 1/26/2017 10:59:11 AM | From: richardred | | | >My take: so long Charter and short Comcast as an arbitrage?
Interesting strategy, I think the AT&T / Time Warner will set the stage for mergers of this type. IMO That deal being a poster child to your hypothetical deal. We have a new FCC chairman. IMO Any type of hypothetical deals before that, would have to be structured. This as not to pay significant break up fees if the deal cannot be completed. Mergers of this type generally take a long time to be completed because of the regulatory hurdles. Good luck on your trade. Whatever that might be.
usatoday.com |
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To: richardred who wrote (4341) | 1/26/2017 1:14:28 PM | From: richardred | | | RE: SITT #2 CTG- Interesting filing today. Lloyd I. Miller, III 13G/A filing reporting a 8.2% stake. IMO most likely a passive stake. IMO STAMPS my theory of being an undervalued company with TO potential. Which in turn,kind of rubber stamps my theory. This regarding CTG as a valued minded target,for a acquisitive synergistic Hunter in a very competitive field. |
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To: richardred who wrote (4298) | 1/26/2017 1:22:12 PM | From: richardred | | | RE- HAR nice earnings today, and way above expectations. This IMO paves the way for a possible higher bid by Samsung that some big shareholder were looking for. Sold the Calls - Still holding the common |
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