Re: Evermore Global compra 1,266,700 acciones WMIH el pasado Trimestre
Veo como que ni fu ni fa WMIH estática está.!
Veo como que ni fu ni fa WMIH estática está.!
Las WMIH se van a despeñar en cualquier momento, Simpson explica la realidad de lo que hay detras de estas acciones, son una estafa Ponzi que no emerge de nuevo por su pasado que todo el foro conoce de cuando hubo la estampida en 2010 que dejo un rio de sangre en perdidas.
La sobrevaloracion actual es brutal, solo esperar a que vendan los que realmente tienen la sarten por el mango.
Al menos podias hacer un DD para convencer a los pocos seguidores que te quedan que aun andan pillados.
Desde luego eres un jeta y veo que no cambias tu discurso.
Añadiría gafe! es increible que cuando predice subidas se hunde... Voy a crear un indicador de sentimiento contrario llamado MrSimpson XD
Saludos
Paso de desperdiciar más tiempo discutiendo... yo solo voy a dar datos de lo que está ocurriendo. La semana pasada se publico un 8K por una operación fallida de M&A... hay que seguir esperando en ese aspecto. Estoy seguro que Gallagher & Fairfield que son los 2 ejecutivos que lideran WMIH y tienen 1.7 millones acciones en bonuses solo si se materializa M&A querran el mejor acuerdo para que todos salgamos reforzados.
http://www.sec.gov/Archives/edgar/data/933136/000119312515186101/d924385d8k12g3.htm
Greywolf que es dueño de 14.8 millones acciones ayer emplazó a su ejecutivo de Greywolf Capital en el WMILT
http://www.streetinsider.com/dr/news.php?id=10279249
Joe McInnis, age 38, was selected by the Equity Committee after being named by the TPS Funds (the “ TPS Member ”). Mr. McInnis joined Greywolf Capital Management L.P. in 2004 and is currently a Managing Director. Greywolf Capital Management L.P. is a $1.5 billion SEC-registered investment adviser with expertise in event driven securities, long and short special situation equities, performing credit, and distressed securities.
WMI Investment Corp., as debtors and debtors-in-possession, William C. Kosturos, as liquidating trustee, and CSC Trust Company of Delaware as the Delaware resident trustee of the Trust, as filed with the Securities and Exchange Commission
http://www.sec.gov/Archives/edgar/data/1545078/000090951815000318/mm11-0415_8k.htm
Por lo demás que todo el mundo saque sus propias conclusiones. Yo estoy bastante tranquilo respecto a la inversión.
http://www.insidermonkey.com/blog/five-top-stock-ideas-for-q4-from-tipp-hill-capital-381368/
Richard L. Haydon’s Tipp Hill Capital Management LLC is a New York-based hedge fund founded in July 2009. Formerly known as Yield Capital Partners (Y/Cap Management), under which its filings are still listed, the fund has a two-pronged investment strategy: first, a value-oriented long/short approach and second, an approach targeting investments driven by catalysts such as M&As, spin-offs, or managerial changes. The former strategy focuses on companies with strong free cash flow generation, among other factors, and has an investment horizon of one-to-three years and a target return of 50% within two years, while investments under the latter approach last less than a year, with an annual return target of 20-30%. With its latest 13F
#3 WMIH CORPORATION (NASDAQ:WMIH)
Shares held (as of September 30): 2.82 million
Total Value (as of September 30): $7.34 million
Percent of Portfolio (as of September 30): 7.52%
Tipp Hill increased its stake in WMIH CORPORATION (NASDAQ:WMIH) by 83,000 shares in the third quarter. The company has billions in net operating losses that management could monetize by acquiring profitable companies, making it a risk/reward proposition. Other hedge funds seem to think the risk is too high, as of the more than 700 elite funds that we track, just four (including Tipp Hill) were long WMIH, owning $26.63 million worth of the company’s shares on June 30, down from five funds with $23.13 million worth of shares on March 31.
¿Hoy que es el día de los anuncios de JPM "Pecados incurables"?
Mr. Dimon noted that JP Morgan escaped the financial crisis without needing a government bailout. But if there was something he regrets from those challenging days, it was the takeover of collapsed firms Bear Stearns and Washington Mutual.
Asked if he would do it again, he said: “No! Helping the U.S. government by rescuing these institutions has brought us a lot of legal trouble. One legal action after another was brought against us. That was my mistake as CEO; that I will not repeat.”
JPMorgan Chase acquired Washington Mutual, the nation's leading thrift, for a 93% discount to its book value.
At last a true statement by Jamie Dimon.
WMB = $26.8B
http://www.sec.gov/Archives/edgar/data/933136/000156459015009929/wmih-10q_20150930.htm
http://www.sec.gov/Archives/edgar/data/933136/000156459015009929/wmih-ex311_7.htm
http://www.sec.gov/Archives/edgar/data/933136/000156459015009929/wmih-ex312_8.htm
http://www.sec.gov/Archives/edgar/data/933136/000156459015009929/wmih-ex321_6.htm
Para mi es importante comparar lista de activos y la evolución de WMIH pasando del OTC al NASDAQ
31 December 2014: $156 Millones
30 September 2015: $710 Millones
La clave para que explote el precio del valor es cerrar la primera M&A que permita beneficiarse de los NOLs acumulados de $5.97 Billones y de los Ingresos de la empresa que sea adquirida unido al plan de negocio...estamos buscando empresas en esta industria.......
specific focus in 2015 in the financial services industry, including targets with consumer finance, specialty finance, leasing and insurance operations.(“WMIIC”), a Delaware corporation. Our business activities consist of operating WMMRC’s legacy reinsurance business in runoff mode. We are actively seeking acquisition opportunities across a broad array of industries
.
Key highlights of Michael Kaos AKANTHOS CAPITAL MANAGEMENT Q3 2015 13F Positions
SILVER CAPITAL MANAGEMENT Top 10 Holdings in Q3 2015
http://www.octafinance.com/silver-capital-management-top-10-holdings-in-q3-2015/259235/