Author Topic: Stocks  (Read 869343 times)

Offline ExGingi

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Re: Stocks
« Reply #7140 on: August 08, 2022, 06:19:22 PM »
Understand, just saying it's not necessarily popping solely because of a meme when it's still down significantly in the short term. A buybuy spinoff can easily pay off nicely. Short interest is also way too high again at over 100%.

HKD nothing to do with WSB

Notice that I didn't say anything about popping 64%, such a move in any direction without significant news isn't a sign of a well-functioning market.
I've been waiting over 5 years with bated breath for someone to say that!
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Offline aygart

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Re: Stocks
« Reply #7141 on: August 08, 2022, 06:42:18 PM »
Understand, just saying it's not necessarily popping solely because of a meme when it's still down significantly in the short term. A buybuy spinoff can easily pay off nicely. Short interest is also way too high again at over 100%.

HKD nothing to do with WSB
Why would a spinoff make it worth that much more?
Feelings don't care about your facts

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Re: Stocks
« Reply #7142 on: August 08, 2022, 07:04:23 PM »
Why would a spinoff make it worth that much more?
Because 2x0 is worth twice as much as 1x0.
You're so far up Trump's a** you can see Giuliani's feet.  HT Baruch

Offline ExGingi

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Re: Stocks
« Reply #7143 on: August 08, 2022, 07:12:42 PM »
Because 2x0 is worth twice as much as 1x0.

What if it isn't 0 but negative?

I've been waiting over 5 years with bated breath for someone to say that!
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Offline yuneeq

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Re: Stocks
« Reply #7144 on: August 08, 2022, 07:33:18 PM »
Why would a spinoff make it worth that much more?

If buy buy is sold that would bring in a big dividend to shareholders. Right now Buy buy is a better business and perceived to have value. Bed bathís problems such as cash flow drags buy buy down and theyíre worth less together than the value of each separately.

Aside from that, each has a better chance of succeeding independently. The management will be split and able to focus on just their store, and without the challenges that the other brings.

Look at how L Brands spun off Victoriaís Secret from bath and body works. BBW was a great business and overall investors are way ahead after the spinoff. Even VS, the unwanted brand, is at a higher market cap than its proposed sale price that fell through.
« Last Edit: August 08, 2022, 07:37:16 PM by yuneeq »
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Offline aygart

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Re: Stocks
« Reply #7145 on: August 08, 2022, 07:40:13 PM »
If buy buy is sold that would bring in a big dividend to shareholders. Right now Buy buy is a better business and perceived to have value. Bed bathís problems such as cash flow drags buy buy down and theyíre worth less together than the value of each separately.

Aside from that, each has a better chance of succeeding independently. The management will be split and able to focus on just their store, and without the challenges that the other brings.

Look at how L Brands spun off Victoriaís Secret from bath and body works. BBW was a great business and overall investors are way ahead after the spinoff. Even VS, the unwanted brand, is at a higher market cap than its proposed sale price that fell through.
Great but 64%?
Feelings don't care about your facts

Offline yuneeq

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Re: Stocks
« Reply #7146 on: August 08, 2022, 07:45:29 PM »
Great but 64%?

Now weíre going in circles
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Offline ExGingi

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Re: Stocks
« Reply #7147 on: August 08, 2022, 07:52:59 PM »
Great but 64% in one day without news?
FTFY
I've been waiting over 5 years with bated breath for someone to say that!
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Offline aygart

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Re: Stocks
« Reply #7148 on: August 08, 2022, 08:13:23 PM »
Now weíre going in circles
If you say so. I asked how a spinoff can translate to such a difference and you only answer how it makes it worth more
Feelings don't care about your facts

Offline yuneeq

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Re: Stocks
« Reply #7149 on: August 08, 2022, 08:32:00 PM »
Great but 64%?

Itís not 64%, itís 40%.

If you say so. I asked how a spinoff can translate to such a difference and you only answer how it makes it worth more

Youíre not clear. If youíre asking why it should be worth more 40% Ďtodayí, thereís no special reason, and this question was asked already. If youíre asking why a spin off would increase value, thatís something which was discussed before today, so itís not like there was any news that made it pop. Hence my post about spin-offs was not specific to today.
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Offline CountValentine

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Re: Stocks
« Reply #7150 on: August 08, 2022, 08:53:16 PM »
Itís not 64%, itís 40%.
...and another 16% after hours and over 100% in the last two sessions. 
You're so far up Trump's a** you can see Giuliani's feet.  HT Baruch

Offline ExGingi

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Re: Stocks
« Reply #7151 on: August 08, 2022, 09:20:08 PM »
Short interest is also way too high again at over 100%.

This is probably the biggest factor and cause for irrational moves.
I've been waiting over 5 years with bated breath for someone to say that!
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Offline ckmk47

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Re: Stocks
« Reply #7152 on: August 12, 2022, 03:13:50 PM »
BLUE. A new drug of theirs likely will be approved in 2 weeks. And a 2nd drug approved in 6 weeks. And then itíll likely be bought out by a bigger firm.
But itís had a strong recent rise, so we may have missed the big win.  But itís not likely to drop much from here.
My favorite cause: cssy.org

Offline madhocker

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Re: Stocks
« Reply #7153 on: August 12, 2022, 06:09:38 PM »
BLUE. A new drug of theirs likely will be approved in 2 weeks. And a 2nd drug approved in 6 weeks. And then itíll likely be bought out by a bigger firm.
But itís had a strong recent rise, so we may have missed the big win.  But itís not likely to drop much from here.
looks like pdufa date is Friday 8/19. Why do you say 2 weeks?

Offline Realshlomo

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Re: Stocks
« Reply #7154 on: August 12, 2022, 06:10:37 PM »
BLUE. A new drug of theirs likely will be approved in 2 weeks. And a 2nd drug approved in 6 weeks. And then itíll likely be bought out by a bigger firm.
But itís had a strong recent rise, so we may have missed the big win.  But itís not likely to drop much from here.
looks like pdufa date is Friday 8/19. Why do you say 2 weeks?
Question is buy calls or actual equity?

Offline madhocker

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Re: Stocks
« Reply #7155 on: August 12, 2022, 06:15:48 PM »
I think it's time to start a @ckmk47 ETF.
 She's beating Cramer by far over the last 1yr... ;D

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Re: Stocks
« Reply #7156 on: August 12, 2022, 07:13:15 PM »
BLUE. A new drug of theirs likely will be approved in 2 weeks. And a 2nd drug approved in 6 weeks. And then itíll likely be bought out by a bigger firm.
But itís had a strong recent rise, so we may have missed the big win.  But itís not likely to drop much from here.

Missed the win? You called this months ago. And it was mentioned last week.

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Re: Stocks
« Reply #7157 on: August 12, 2022, 07:15:40 PM »
My play, and I could be wrong.
A)I hope thereís enough excitement for BLUE that it will pop. I expect to sell out at the opening on Monday. It is unlikely to go higher that the initial excitement.

B)Because these are drugs for rare diseases, the FDA will give the company a certificate that it will fast track approval of a future drug. Such certificates have sold for $100 million.
BUT, this company isnít in the financial position to produce and market these drugs.   
So it will likely be bought out by a company able to produce these drugs that has itís own drugs in the pipeline that it would be able to use the fast track certificates.
So, after I sell out, Iíll keep an eye on BLUE and possibly buy it back at a lower price than the pop and wait for the buyout.

This one

Could have bought  backfor ~$3 many times over the past few weeks

Offline Kosher_Cellutions

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Re: Stocks
« Reply #7158 on: August 12, 2022, 07:19:18 PM »
@Kosher_Cellutions Are you still holding your COTY shares or you think its time to sell?

I still own COTY as they will start giving out a divy in about a year. I also own about 300k shares in Sofi. Sofi in about 3-5 years will be a $100 stock.
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Offline gozalim

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Re: Stocks
« Reply #7159 on: August 14, 2022, 12:46:36 AM »
Question is buy calls or actual equity?
what decides that?