Re: Septiembre 2014: Llegó la hora de la verdad para WAMU y WMIH
Perdona simpson, que son esos tantos x ciento que has puesto?
Perdona simpson, que son esos tantos x ciento que has puesto?
Tras el cobro por parte de WAHUQ (tramo 4) los siguientes en linea y ultimos por liquidar serían los
Escrows de los tramos 5 y 6 que engloban en un solo pool las acciones preferentes y comunes de la antigua WAMU.
Si se recibiera un futuro pago tras la fecha de cierre del P&A para finalizar la Bancarrota pasado el 25 septiembre el porcentaje del total que se fuera recibiendo de los pagos de WMILT a futuro y que podrían llegar a ser en pagos diferidos serían repartidos de la siguiente manera...
1) Un 75% del total para las acciones Preferentes WAMPQ y WAMKQ (Sin límites)
2) Un 25% restante para las comunes WAMUQ. (Sin límites)
Existe una calculadora de WMILT Escrows aquí para los que deseen hacer hipotéticos cálculos de sus numeros de acciones Escrows y posible recuperación final.
Con esta info os debe quedar claro los distintos supuestos... la verdad de si ocurrirá o no... no la conoce nadie.
PD: La semana comienza con la subida del dolar frente al euro que nos viene de perlas...
Llegó la hora de la verdad saber si Ten Shin y otros damnificados hicieron bien en vender las acciones por 4 chavos perdiendo hasta la camisa o debieron aguantarlas tal como dice el profeta de Wamu. Jejeje
Ya que lo preguntas me remito a la gráfica del último año con una revalorización del 166.99%
http://money.cnn.com/quote/quote.html?symb=WMIH
WMIH: Grafica 1 año
Eso es irrefutable... :) :) :)
También es irrefutable que los que compraron WAMPQ a 75 $ y WAMUQ a 030, que dabas como baratitas aun no han recuperado ni el capital invertido a estos precios referenciados, habiendo pasado 4 años, que tiene bemoles ya que la bolsa americana se ha mas que duplicado en valores defensivos. Intenta engañar a otros pero no ha quien a seguido las acciones desde el comienzo.
Claro... como que también hubo unos señores que compraron unas tal Gowex que eran la joya de la corona que hoy no valen nada. Ponte a ver "El Lobo del Wall Street" que parece que no sabes de que va la bolsa todavía.
Tranquilo que todo llega... en 2015 sino antes ya veras los niveles del máximo que tuvimos during BK.
Me hace gracia tu forma de medir valores desde máximos. Parece que has nacido ayer.
• WMIH experienced another low volume month of sideways trading within a narrow
price range. The volume in August was the lowest of 2014, thus far.
It is important to keep in mind that the partnership with KKR is not one that began at the
consummation of the deal in January of this year. KKR and WMIH began working on the
possibilities for what could become of a partnership in May of 2013. If you look at the chart of WMIH from May of 2013, you can clearly see that news of KKR's involvement with WMIH
leaked among a privileged few who ended up taking the stock from .60 cents to a dollar by the
end of May.
The seven month delay between KKR & WMIH discussing the possibilities of their partnership
and actually announcing the deal in December was surely a time that was spent discussing
candidates, as well as fine tuning the deal.
If you want a roadmap for the the length of time it takes for shell companies to scour the
market, vet out candidates, draw up terms and come to an actual deal, look no further than
SPACs (special purpose acquisition company). The typical SPAC gives executives a two year
window to sign a deal before money is returned to investors and the entity is dissolved. Most
SPACs take close to the full two years to find the right candidate and consummate a deal.
Although you can make an argument that WMIH is essentially an SPAC, there are some key
differences:
1. WMIH is not simply a leveraged finance vehicle with the resources to make an
acquisition. It is a tax shelter that can prove highly beneficial to the right candidate.
2. WMIH is an investment vehicle that, by all indications, is meant to make an acquisition
that is far in excess of the normal range for an SPAC acquisition, which is typically lower midmarket level.
3. WMIH possesses the expertise of two of the largest private equity firms in the world:
Blackstone and KKR. Not to mention the board, which is made up of some top tier names in
financial restructuring situations.
Given that the average SPAC gives itself two full years to find an acquisition candidate, the
question I am asking myself is do the key differences mentioned above lessen or lengthen the
time involved for WMIH to consummate a deal?
Certainly it can be said that all of the aforementioned factors allow WMIH to be discriminating in their choice of merger partner. Further, given that the M&A target will more than likely be 2-3x WMIH's current market cap, putting the deal into the billion dollar range, there will be an abundance of due diligence that needs to take place on both sides, especially given what WMIH was born from.
The length of time involved in making a deal certainly won't be lessened by these
circumstances. A one and a half to two year time window puts us in Q4 to begin expecting an
announcement, with the latest expected time being in Q2 of 2015. In other words, we are
entering the “hot zone” of getting a deal done in the coming months.
We are now in excess of two years being involved in the WMIH shell. I look forward to moving
onto the operating phase of this investment shortly.
http://markets.ft.com/research/Markets/Tearsheets/Business-profile?s=WMIH%3AQBB
Total acciones por top: 17.34% del total
Appaloosa Management LP as of 15 Apr 2014 17.03 millones 8.43%
Greywolf Capital LP as of 31 Dec 2013 14.93 millones 7.39%
Tipp Hill Capital LLC as of 30 Jun 2014 2.40 millones 1.19%
Cougar Trading LLC as of 30 Jun 2014 375.000 0.19%
Flaherty & Crumrine as of 28 Feb 2014 278.200 0.14%
el MACD: indice de acumulación está a tope...