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Mr_Simpson 09/03/16 11:34
Ha respondido al tema Abengoa levanta el vuelo
Muchas gracias Labrax. Consejo anotado. Hoy la nota de elconfidencial sobre acuerdo no pone ni los datos correctos 55% bonistas y 45% banca :) :) y Benjumea un 5% ya seria un 105%
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Mr_Simpson 09/03/16 10:11
Ha respondido al tema Abengoa levanta el vuelo
Buenos días: Estoy valorando una posible entrada y tengo dudas al haber varios tipos de valores y no se cual es el que merece mas la pena comprar ahora mismo. ¿Compraríais Abengoa A , Abengoa B o otra que me aparece que es Abengoa SA? Si tal y como parece al final la empresa se la van a quedar los bonistas al 55% , banmcos 40% y 5% el Benjumea & Co... esos 1000-1400 millones euros que van a capitalizar la empresa crearan un efecto de dilución brutal para los actuales accionistas. ¿Como valorais esto? o creeis que hay algún mecanismo anti-dilucion. ¿Que precio objetivo creéis que podrá alcanzar si hay acuerdo con bonistas? Si no lo hay esto ira para abajo que escarba así que eso ya lo tengo asimilado. Os agradezco vuestras respuestas para ver si me animo.
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Mr_Simpson 14/02/16 12:41
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
Hay vida fuera de Rankia créeme... Mira Ihub o Facebook o Boardpost que es el más profesional de todos. Como veo que tú solo respondes por lo personal para buscar confrontación te diré que seguiré posteando cuando me salga del teclado! Y seguirás leyendo cosas buenas de este valor así que si quieres las comentamos como personas y dejamos de hacer el cabestro. Lamentó que te escueza el ver cómo los zombis se han casado con fondos de inversión que opinan diferente a ti pero así es la vida. Disfrútala que solo se vive una vez y no voy a malgastarla discutiendo
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Mr_Simpson 13/02/16 20:45
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
Hasta que no se liquiden los Claims de los empleados y el juicio DB creo que habrá que seguir esperando. Aun hay una cantidad de unos 60 Millones que se adeuda a PIERS antes que Preferentes o Comunes reciban algo. Te paso la ultima info que va surgiendo desde la FDIC... AUDITORIA FDIC http://www.gao.gov/assets/680/675186.pdf Pag 13 y 25 son interesantes Se Hablan de Trusts y LLCs que es lo que siempre se ha venido comentando sobre las hipotecas WAMU que no compro JPM por 1.9 Billones.... a seguir esperando. Un inversor USA acaba postear esto: I performed a search on the Orange County, CA Recorder’s Office website, and identified that in just the first six weeks of this year (January 1, 2016 to February 12, 2016), there were sixty-two (62) recordings of a Corporate Assignment Of Deed Of Trust, from FDIC as Receiver of Washington Mutual Bank, to JPMorgan Chase Bank. Attached is a copy of one of those documents, which I purchased on-line. The document states that the FDIC has received “For Good And Valuable Consideration” for the applicable Deed Of Trust, and that “This Assignment is intended to further memorialize the transfer that occurred by operation of law on September 25, 2008…” Hopefully this means that JPMC has finally paid for its purchase of these loans, pursuant to Article 3.2 –Asset Purchase Price (and Schedule 3.2 – Purchase Price of Assets) of the P&AA. https://www.fdic.gov/about/freedom/Washington_Mutual_P_and_A.pdf
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Mr_Simpson 13/02/16 20:08
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
¡Que locos estamos todos! buajajajajajaja Institutionals (keep growing)113 are now reporting they own WMIH or 36.18% Of those, 15 have over 1M shares. 113 Institutional Holders 74,591,429 Total Shares Held Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s) APPALOOSA MANAGEMENT LP 12/31/2015 16,902,465 0 0.00 39,721 GREYWOLF CAPITAL MANAGEMENT LP 09/30/2015 15,596,887 15,596,887 New 36,653 LOCUST WOOD CAPITAL ADVISERS, LLC 12/31/2015 5,321,352 (64,051) (1.19) 12,505 VANGUARD GROUP INC 12/31/2015 3,900,555 3,900,555 New 9,166 TRISHIELD CAPITAL MANAGEMENT LLC 09/30/2015 3,820,091 3,820,091 New 8,977 TIPP HILL CAPITAL MANAGEMENT LLC 12/31/2015 2,824,000 0 0.00 6,636 LAKEWOOD CAPITAL MANAGEMENT, LP 09/30/2015 2,769,100 2,769,100 New 6,507 CENTERBRIDGE PARTNERS, L.P. 09/30/2015 2,603,867 2,603,867 New 6,119 NUMINA CAPITAL MANAGEMENT, LLC 09/30/2015 2,299,018 2,299,018 New 5,403 SERENGETI ASSET MANAGEMENT LP 09/30/2015 2,000,000 2,000,000 New 4,700 SCOGGIN MANAGEMENT LP 12/31/2015 1,941,365 1,941,365 New 4,562 AKANTHOS CAPITAL MANAGEMENT LLC 12/31/2015 1,500,440 (330,287) (18.04) 3,526 AKRE CAPITAL MANAGEMENT LLC 12/31/2015 1,500,000 0 0.00 3,525 CREDIT SUISSE AG/ 09/30/2015 1,021,040 1,021,040 New 2,399 PASSPORT CAPITAL, LLC 09/30/2015 1,000,000 1,000,000 New 2,350 WMIH Corp. Institutional Ownership WMIH $2.35 *Delayed - data as of Feb. 12, 2016 http://www.nasdaq.com/symbol/wmih/institutional-holdings?page=2
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Mr_Simpson 12/02/16 17:21
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
KKR Conference Call Audio replay at: http://edge.media-server.com/m/p/54m6k6xw The WMIH discussion is at the 40:00 minute mark. Chris Kotowski (?) of Oppenheimer asked the question. Thanks for the direction to the question by Chris. How KKR views us: "SPAC" https://en.wikipedia.org/wiki/Special-purpose_acquisition_company With KKR's performance this past year, they are being scrutinized closely. Later in the transcript, he mentioned that deals initiated in the last quarter (Q4) are "ready" starting to open up. They are intending to take advantage of lower valuations and enjoy the volatility of the current market per the mention at 48:41 Sandler-O'Neil's M&A question regarding organic v inorganic growth. WMI called "non-inorganic" opportunity. ------------------------------------------------------------------------------------------ Record $29 billion of dry powder !!! "Now let me shift a bit to why we like this environment of fear and volatility. Look at slide eight. Remember, the vast majority of our capital is locked up for a long period of time. Over 80% of our management fees come from funds or relationships with over eight-year contractual lives from inception. When you are an investment firm with locked-up capital, it is great news when things get cheaper. We generate most of our excess returns by making smart investments in markets like this one. Also, it's important to understand that we've built our business model specifically for markets like these. Our capital markets business and our balance sheet are weapons that are especially powerful in this type of market. Our capital markets business allows us to access equity and debt capital directly, to get deals done when others can't. And our $13 billion balance sheet allows us to step up for larger checks and syndicate down later. The combination of these two is very powerful, as we can move quickly and in size when traditional financing is not available. Combine these factors with our locked-up LP capital and we have a powerful model that can invest in dislocated markets and move in when others are scared. And then we can monetize those investments later, when the markets swing back from fear to greed. In effect, we view markets like this one as giving us a great opportunity to create options that we can monetize in a more optimistic environment. And our model positions us to create more of those options when fear reigns. So we're actually quite bullish on what we're seeing and our ability to monetize this environment. And with a record $29 billion of dry powder, plus our balance sheet, we have ample capacity to express our views..." http://seekingalpha.com/article/3889176-kkr-and-co-lp-kkr-q4-2015-results-earnings-call-transcript?page=2 KKR & Co. LP (KKR) Q4 2015 Results - Earnings Call Transcript ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- KKR is putting their reputation on the line with strong backup in their Call. Also they have made quite clear its Non-Organic growth for the WMIH SPAC. https://en.m.wikipedia.org/wiki/Inorganic_growth Lets rewind...last year they announced Shareholders Meeting on Feb 28th... I am assuming that if they announce M&A by end of March at latest (after the strong mentioning in their call yesterday) we should ratify it at the SM 2016. They have majority so thats a 100% certainty it will pass.
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Mr_Simpson 09/12/15 07:47
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
Hoy 9 Diciembre es el 2 aniversario desde entrada KKR http://www.prnewswire.com/news-releases/wmi-holdings-corp-announces-commitment-by-kkr-for-strategic-investment-235046931.html Hemos conseguido: 1. $600 Millones en inversión 2. Pasar de OTC a NASDAQ 3. Equipo ejecutivos 4. Estamos pendientes de noticias sobre primera M&A que llegará en Diciembre -Enero 2016. Grafico de las 2 ultimas sesiones
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Mr_Simpson 01/12/15 18:13
Ha respondido al tema Washington Mutual demanda a la FDIC por 17 billones US$ + daños
http://www.insidermonkey.com/blog/is-wmih-corp-wmih-a-good-stock-to-buy-396332/ --------------- Between June 25 and October 30th the Russell 2000 ETF (IWM) lagged the larger S&P 500 ETF (SPY) by more than 14 percentage points as investors worried over the possible ramifications of rising interest rates. The hedge funds and institutional investors we track typically invest more in smaller-cap stocks than an average investor, and we have seen data that shows those funds paring back their overall exposure. Those funds cutting positions in small-caps is one reason why volatility has increased. In the following paragraphs, we take a closer look at what hedge funds and prominent investors think of WMIH Corp (NASDAQ:WMIH) and see how the stock is affected by the recent hedge fund activity. Is WMIH Corp an exceptional investment right now? Prominent investors are becoming more confident. The number of bullish hedge fund bets went up by 30 lately. WMIH was in 34 hedge funds’ portfolios at the end of September. There were 4 hedge funds in our database with WMIH holdings at the end of the previous quarter. The level and the change in hedge fund popularity aren’t the only variables you need to analyze to decipher hedge funds’ perspectives. A stock may witness a boost in popularity but it may still be less popular than similarly priced stocks. That’s why at the end of this article we will examine companies such as Navios Maritime Acquisition Corp (NYSE:NNA), Kelly Services, Inc. (NASDAQ:KELYA), and Diana Shipping Inc. (NYSE:DSX) to gather more data points. Now, let’s take a gander at the key action surrounding WMIH Corp (NASDAQ:WMIH). How have hedgies been trading WMIH Corp (NASDAQ:WMIH)? Heading into Q4, a total of 34 of the hedge funds tracked by Insider Monkey were bullish on this stock, a change of 750% from one quarter earlier. With the smart money’s positions undergoing their usual ebb and flow, there exists a few notable hedge fund managers who were increasing their stakes considerably (or already accumulated large positions). According to publicly available hedge fund and institutional investor holdings data compiled by Insider Monkey, Appaloosa Management LP, managed by David Tepper, holds the number one position in WMIH Corp (NASDAQ:WMIH). Appaloosa Management LP has a $43.6 million position in the stock, comprising 1.5% of its 13F portfolio. On Appaloosa Management LP’s heels is Greywolf Capital Management, managed by Jonathan Savitz, which holds a $40.6 million position; the fund has 6.6% of its 13F portfolio invested in the stock. Other peers that are bullish contain Stephen J. Errico’s Locust Wood Capital Advisers, Jeff Buick’s Trishield Capital Management and Richard L. Haydon’s Yield Capital Partners (Y/Cap Management).
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