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If ur not buying TWX ur insane
| Demanding saffron affirmative action house | 11/15/17 |
| Demanding saffron affirmative action house | 11/16/17 |
| Primrose Provocative Goal In Life | 11/16/17 |
| Demanding saffron affirmative action house | 11/16/17 |
| Heady dysfunction | 11/16/17 |
| Primrose Provocative Goal In Life | 11/16/17 |
| Heady dysfunction | 11/16/17 |
| Flesh Field Mediation | 11/16/17 |
| Demanding saffron affirmative action house | 11/16/17 |
| Primrose Provocative Goal In Life | 11/16/17 |
| Demanding saffron affirmative action house | 11/16/17 |
| Demanding saffron affirmative action house | 11/17/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| thirsty aromatic boltzmann | 11/21/17 |
| Carnelian beady-eyed volcanic crater | 11/21/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Carnelian beady-eyed volcanic crater | 11/21/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Adulterous purple pozpig | 11/21/17 |
| Light Home | 11/24/17 |
| Crystalline market | 11/21/17 |
| Carnelian beady-eyed volcanic crater | 11/21/17 |
| Chocolate indirect expression persian | 11/21/17 |
| Chocolate indirect expression persian | 11/21/17 |
| thirsty aromatic boltzmann | 11/21/17 |
| bearded casino | 11/24/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Aphrodisiac Orchestra Pit Candlestick Maker | 11/21/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Adulterous purple pozpig | 11/21/17 |
| Heady dysfunction | 11/21/17 |
| Crystalline market | 11/21/17 |
| Demanding saffron affirmative action house | 11/21/17 |
| Crystalline market | 11/21/17 |
| Amber sneaky criminal | 11/21/17 |
| Crystalline market | 11/21/17 |
| Amber sneaky criminal | 11/21/17 |
| Crystalline market | 11/21/17 |
| Amber sneaky criminal | 11/24/17 |
| Crystalline market | 11/27/17 |
| Demanding saffron affirmative action house | 11/29/17 |
| Amber sneaky criminal | 11/29/17 |
| Demanding saffron affirmative action house | 11/29/17 |
| Demanding saffron affirmative action house | 12/04/17 |
| Crystalline market | 12/04/17 |
| Demanding saffron affirmative action house | 12/04/17 |
| Heady dysfunction | 12/04/17 |
| Demanding saffron affirmative action house | 02/01/18 |
| Light Home | 02/02/18 |
| Demanding saffron affirmative action house | 02/02/18 |
| Light Home | 02/02/18 |
| Demanding saffron affirmative action house | 02/02/18 |
| Light Home | 02/20/18 |
| Disgusting Razzle-dazzle Hell | 02/20/18 |
| Light Home | 02/20/18 |
| Aqua mother police squad | 02/20/18 |
| Demanding saffron affirmative action house | 02/20/18 |
| Aqua mother police squad | 02/20/18 |
| Demanding saffron affirmative action house | 02/21/18 |
| Disgusting Razzle-dazzle Hell | 02/21/18 |
| Aqua mother police squad | 06/12/18 |
| Disgusting Razzle-dazzle Hell | 02/20/18 |
| Disgusting Razzle-dazzle Hell | 02/21/18 |
| Crystalline market | 02/21/18 |
| Demanding saffron affirmative action house | 02/21/18 |
| Crystalline market | 02/21/18 |
| Demanding saffron affirmative action house | 03/15/18 |
| Disgusting Razzle-dazzle Hell | 03/19/18 |
| Disgusting Razzle-dazzle Hell | 03/19/18 |
| 180 ticket booth | 03/19/18 |
| Disgusting Razzle-dazzle Hell | 03/19/18 |
| Heady dysfunction | 03/19/18 |
| Demanding saffron affirmative action house | 03/19/18 |
| Crystalline market | 03/19/18 |
| Light Home | 03/20/18 |
| Demanding saffron affirmative action house | 03/20/18 |
| Light Home | 03/24/18 |
| blathering flickering messiness shrine | 03/24/18 |
| Disgusting Razzle-dazzle Hell | 03/23/18 |
| Demanding saffron affirmative action house | 03/23/18 |
| Disgusting Razzle-dazzle Hell | 03/23/18 |
| Demanding saffron affirmative action house | 04/11/18 |
| Demanding saffron affirmative action house | 04/11/18 |
| Disgusting Razzle-dazzle Hell | 04/17/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Demanding saffron affirmative action house | 04/26/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Demanding saffron affirmative action house | 04/26/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Demanding saffron affirmative action house | 04/26/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Demanding saffron affirmative action house | 04/26/18 |
| Light Home | 06/13/18 |
| Heady dysfunction | 04/26/18 |
| Disgusting Razzle-dazzle Hell | 04/26/18 |
| Heady dysfunction | 04/26/18 |
| Aqua mother police squad | 05/09/18 |
| Adulterous purple pozpig | 05/09/18 |
| Razzmatazz nofapping international law enforcement agency | 05/09/18 |
| Adulterous purple pozpig | 06/04/18 |
| Light Home | 06/11/18 |
| Adulterous purple pozpig | 06/12/18 |
| Light Home | 06/12/18 |
| iridescent people who are hurt ratface | 06/12/18 |
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| Diverse ruddy hospital cumskin | 06/12/18 |
| Demanding saffron affirmative action house | 06/12/18 |
| Aqua mother police squad | 06/12/18 |
| Zombie-like Galvanic Factory Reset Button | 06/12/18 |
| Diverse ruddy hospital cumskin | 06/13/18 |
| Light Home | 06/13/18 |
| Disgusting Razzle-dazzle Hell | 06/13/18 |
| Demanding saffron affirmative action house | 06/13/18 |
| Disgusting Razzle-dazzle Hell | 06/13/18 |
| Light Home | 06/13/18 |
| Disgusting Razzle-dazzle Hell | 06/13/18 |
| Light Home | 06/13/18 |
| Aqua mother police squad | 06/13/18 |
| Demanding saffron affirmative action house | 06/13/18 |
| Disgusting Razzle-dazzle Hell | 06/13/18 |
| Demanding saffron affirmative action house | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: Demanding saffron affirmative action house The Time Warner/AT&T merger will go through despite the tough stance the DOJ is taking right now. $15 upside from here. Will happen within a matter of months. CONVICTION BUY (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34693977) |
Date: November 16th, 2017 10:34 AM Author: Demanding saffron affirmative action house FRIENDLY REMINDER (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699879) |
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Date: November 16th, 2017 10:34 AM Author: Primrose Provocative Goal In Life this is still a good buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699884) |
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Date: November 16th, 2017 10:36 AM Author: Demanding saffron affirmative action house Deal spread is $15 based on the current price of T (stock portion changes depending on where T falls within a certain collar, but given the current price of T it's well outside of that collar and fixed at 1.437). CONVICTION BUY. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699899) |
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Date: November 16th, 2017 10:34 AM Author: Heady dysfunction It's a hell of a spread and you would be getting T at a GREAT price (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699882) |
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Date: November 16th, 2017 10:35 AM Author: Primrose Provocative Goal In Life do you ENDORSE this buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699892) |
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Date: November 16th, 2017 10:36 AM Author: Heady dysfunction I'm not the best at arbitrage operations - but I think this is a good risk. If you want the upside benefit you can buy straight T stock - almost a 6% yield.
I personally think that AT&T is doing the right thing to win in the long term right now |
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Date: November 16th, 2017 10:38 AM Author: Flesh Field Mediation Thank (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34699914) |
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Date: November 16th, 2017 10:51 AM Author: Demanding saffron affirmative action house u fuckin fagets are missin out (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700013) |
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Date: November 16th, 2017 10:51 AM Author: Primrose Provocative Goal In Life I bought 10 shares of TWX. We will see what unfolds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700015) |
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Date: November 16th, 2017 10:55 AM Author: Demanding saffron affirmative action house DOJ will likely sue to block the deal. TWX might spike down on that headline. But the DOJ will almost certainly lose if they make it to court. Most likely scenario is they settle with AT&T prior to the lawsuit ever seeing court. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34700043) |
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Date: November 17th, 2017 1:07 PM Author: Demanding saffron affirmative action house Spread a little narrower! Let's hope AT&T settles with the DOJ so we can slam this bad boy shut! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34710049) |
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Date: November 21st, 2017 10:59 AM Author: Demanding saffron affirmative action house Lawsuit is officially out. Looks like a weak complaint by the DOJ. Any lawyers poast on this board? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739080) |
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Date: November 21st, 2017 11:01 AM Author: Demanding saffron affirmative action house Judge is a GWB appointee! Wave it in boys! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739091) |
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Date: November 21st, 2017 11:02 AM Author: thirsty aromatic boltzmann How can I buy stocks on coinbase (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739095) |
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Date: November 21st, 2017 11:03 AM Author: Carnelian beady-eyed volcanic crater didn't even go down with yesterday's news (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739105) |
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Date: November 21st, 2017 11:06 AM Author: Demanding saffron affirmative action house It was well expected the DOJ would sue to block, and without seeing the complaint people were afraid they might have a strong case. Complaint looked on the weaker side when it was released. Still a binary event here with some deal risk, but most observers think the DOJ doesn't have much of a case here. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739119) |
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Date: November 21st, 2017 11:09 AM Author: Carnelian beady-eyed volcanic crater is it too late to buy? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739127) |
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Date: November 21st, 2017 11:11 AM Author: Demanding saffron affirmative action house If the deal gets approved there's still over $13 upside from here. If the deal get blocked you're likely looking at $8-10 downside. But today's news definitely appears bullish for approval. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739154) |
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Date: November 21st, 2017 11:03 AM Author: Adulterous purple pozpig In for $1000. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739107) |
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Date: November 24th, 2017 6:54 AM Author: Light Home same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34760892) |
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Date: November 21st, 2017 11:09 AM Author: Crystalline market in for 3 grand. Not going to get Smuckers'd again by ignoring xo tips (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739126) |
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Date: November 21st, 2017 11:12 AM Author: Carnelian beady-eyed volcanic crater same (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739158) |
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Date: November 21st, 2017 11:22 AM Author: Chocolate indirect expression persian Same reasoning, same amount. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739240) |
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Date: November 21st, 2017 11:18 AM Author: Chocolate indirect expression persian Ok, I dropped a couple grand in there. We'll see what unfolds. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739206) |
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Date: November 21st, 2017 11:21 AM Author: thirsty aromatic boltzmann What does exeunt say (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739227) |
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Date: November 24th, 2017 8:52 AM Author: bearded casino Buy index funds (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34761064) |
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Date: November 21st, 2017 11:26 AM Author: Demanding saffron affirmative action house Note there are two risks here:
-The main risk is the judge sides with the DOJ and the merger gets blocked. This seems unlikely based on precedent, the strength of the complaint, and the assigned judge, but it could happen. The DOJ could produce smoking gun internal docs showing AT&T is looking to reduce competition with this merger or some such thing, and we could go back to pre-Bork antitrust precedent. If the deal breaks TWX probably trades in the low $80s.
-This is a cash-and-stock merger, so if AT&T goes down, the stock portion of the consideration will also go down. Right now the deal terms are 1.437 shares of T plus $53.75 cash, but the stock ratio will change if AT&T rallies significantly. If you want to hedge out the T risk, you could short T shares against the TWX buy. But T has gotten pummeled lately, so it's hard to see it getting smoked much more from here.
Bottom line, if you think this merger is going through, this spread is extremely juicy. But like anything else, it's not risk-free. |
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Date: November 21st, 2017 11:27 AM Author: Aphrodisiac Orchestra Pit Candlestick Maker my family has a FUCKTON of twx. I hope you guys are right. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739276) |
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Date: November 21st, 2017 11:56 AM Author: Demanding saffron affirmative action house btw this position should be a lawyer's wet dream, so any law dorks who care to take a look at this should be able to gain some insight here (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739521) |
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Date: November 21st, 2017 12:00 PM Author: Adulterous purple pozpig Antitrust is voodoo magic. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739539) |
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Date: November 21st, 2017 8:46 PM Author: Heady dysfunction PREACH
XO should be handicapping the odds on this like masterd00ds |
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Date: November 21st, 2017 1:05 PM Author: Crystalline market CNBC just said they changed the judge (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34739990) |
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Date: November 21st, 2017 1:20 PM Author: Demanding saffron affirmative action house They did, from an Obama appointee (who had to recuse himself because his wife works for a law firm who represented T) to a GWB appointee. We were on top of this at the time. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740122) |
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Date: November 21st, 2017 1:21 PM Author: Crystalline market oh okay nice (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740131) |
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Date: November 21st, 2017 1:09 PM Author: Amber sneaky criminal copped $3,000 for fun. my condolences to all of you. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740015) |
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Date: November 21st, 2017 1:10 PM Author: Crystalline market did you sellcuck? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740028) |
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Date: November 21st, 2017 1:21 PM Author: Amber sneaky criminal no but i am investing cancer every time I pick stocks. last xo pick I ran with was Intrepid Potash. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740137) |
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Date: November 21st, 2017 1:22 PM Author: Crystalline market oh gotcha, 180. we can all move into a communal poorhouse (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34740146) |
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Date: November 24th, 2017 8:46 PM Author: Amber sneaky criminal (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34764731) |
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Date: November 27th, 2017 1:37 PM Author: Crystalline market welp (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34781898) |
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Date: November 29th, 2017 3:46 PM Author: Demanding saffron affirmative action house What's the problem brother (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799548) |
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Date: November 29th, 2017 3:46 PM Author: Amber sneaky criminal did I destroy it? maybe I should buy some crypto and kill the entire market. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799553) |
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Date: November 29th, 2017 3:56 PM Author: Demanding saffron affirmative action house No it's making new highs! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34799627) |
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Date: December 4th, 2017 10:00 AM Author: Demanding saffron affirmative action house Probably not a terrible spot to make a sale, but the arb spread is still super wide because T has been ripping. Will probably pull back a little bit from here (but lots of potential upside left if T wins/settles the lawsuit).
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Date: December 4th, 2017 10:02 AM Author: Crystalline market I've only made fifty bucks I can't sellcuck yet! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835076) |
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Date: December 4th, 2017 10:03 AM Author: Demanding saffron affirmative action house Then hold tight brother. This is more of a "tactical trading call." (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835094) |
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Date: December 4th, 2017 10:06 AM Author: Heady dysfunction If you hold through the transaction the T shares you get have a very very solid yield (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#34835110) |
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Date: February 1st, 2018 9:31 AM Author: Demanding saffron affirmative action house Are all u TWX holders LOVING LIFE atm? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35294682) |
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Date: February 2nd, 2018 12:01 PM Author: Light Home thank you for your good service (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304774) |
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Date: February 2nd, 2018 11:40 AM Author: Demanding saffron affirmative action house noTWXers crying, losing hoap (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304591) |
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Date: February 2nd, 2018 12:01 PM Author: Light Home long term hold for you? or will you flip after the likely merger approval? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35304769) |
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Date: February 2nd, 2018 3:35 PM Author: Demanding saffron affirmative action house This should close very quickly following approval, so you'll get cash and T shares. I have no real opinion on T shares, so I'll be out upon deal closure. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35307111) |
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Date: February 20th, 2018 5:47 AM Author: Light Home dem hedge funds are scooping up TWX stock per xo advice:
https://www.bloomberg.com/news/articles/2018-02-16/hedge-funds-pile-into-time-warner-in-bet-on-merger-prevailing |
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Date: February 20th, 2018 6:09 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443387) |
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Date: February 20th, 2018 10:48 AM Author: Light Home (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444218) |
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Date: February 20th, 2018 8:57 AM Author: Aqua mother police squad Just bought 120 shares @ 95. You guys better not be fucking with me (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443651) |
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Date: February 20th, 2018 9:02 AM Author: Demanding saffron affirmative action house I liked it better sub-90 but the thesis is still there - would be very hard to justify blocking the deal given the strength in streaming services. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35443663) |
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Date: February 20th, 2018 4:08 PM Author: Aqua mother police squad What happens now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35446560) |
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Date: February 21st, 2018 2:22 PM Author: Demanding saffron affirmative action house idk, Makan seems intent on fighting to the bitter end, but it's hard to see his path to success - AT&T just needs to pull up a chart of NFLX as their defense.
Some sell-side shops are saying TWX would trade above deal price if the deal broke (I don't agree), but improving fundamentals for the space can't hurt. Most likely outcome is still judge rules in favor of AT&T and the deal goes through. |
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Date: February 21st, 2018 2:24 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453361) |
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Date: June 12th, 2018 9:41 PM Author: Aqua mother police squad I HELD I LOVE YOU (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234482) |
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Date: February 20th, 2018 10:58 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35444299) |
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Date: February 21st, 2018 2:06 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453210) |
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Date: February 21st, 2018 2:22 PM Author: Crystalline market is it up big or down (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453351) |
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Date: February 21st, 2018 2:23 PM Author: Demanding saffron affirmative action house Up 50 bps. Still a $11 spread. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453353) |
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Date: February 21st, 2018 2:23 PM Author: Crystalline market unnnnghhhhhhhh (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35453357) |
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Date: March 15th, 2018 2:05 PM Author: Demanding saffron affirmative action house The DOJ's case is shit and everyone knows it. Now the trial is getting delayed two days because people think a settlement is coming. It probably won't happen immediately but that doesn't change the fact that the DOJ has a pure and utter shit-tier case.
LJL at not owning this |
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Date: March 19th, 2018 9:49 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35636677) |
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Date: March 19th, 2018 10:59 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637104) |
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Date: March 19th, 2018 11:02 AM Author: 180 ticket booth really shitty call so far, S&P is up 10% since OP. Basically no alpha.
My longs are up 20-40% since then, mostly industrial names. |
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Date: March 19th, 2018 11:03 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637119) |
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Date: March 19th, 2018 11:04 AM Author: Heady dysfunction Arbs like this are market isolated (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637123) |
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Date: March 19th, 2018 11:05 AM Author: Demanding saffron affirmative action house lol jfc
10% is a GREAT return in 4 months,and there's still significant upside from here. You're also not wearing the downside risk of buying industrial or tech names or whatever the hell you have in your portfolio. |
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Date: March 19th, 2018 11:07 AM Author: Crystalline market great call actually and it's going to the moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35637134) |
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Date: March 20th, 2018 11:35 AM Author: Light Home when moon (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644755) |
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Date: March 20th, 2018 11:52 AM Author: Demanding saffron affirmative action house Judge Leon gave the trial a 6-8 week timetable. Possible they settle before then (good) or they win at trial (good) or they lose at trial (bad). First two outcomes are far more likely though. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35644859) |
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Date: March 24th, 2018 12:31 PM Author: Light Home ty (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35677308) |
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Date: March 24th, 2018 12:35 PM Author: blathering flickering messiness shrine Civ #?
Ty for the info. |
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Date: March 23rd, 2018 9:23 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668718) |
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Date: March 23rd, 2018 9:33 AM Author: Demanding saffron affirmative action house DOJ is getting GAPED in litigation right now. Like, benzo-tier gaped. Thesis is looking better than ever. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668762) |
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Date: March 23rd, 2018 9:35 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35668770) |
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Date: April 11th, 2018 10:22 AM Author: Demanding saffron affirmative action house The DOJ's KEY WITNESS, one Carl "Faggot" Shapiro, is set to take the stand today. The thrust of his argument is based on the Nash equilibrium model, which is more theoretical than practical and can be easily tweaked depending on the real world assumptions one uses. Most market participants feel the DOJ has done a poor job convincing Judge Leon this merger will substantially reduce competition thus far.
We will see what unfolds! |
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Date: April 11th, 2018 10:30 AM Author: Demanding saffron affirmative action house Btw the main headwind to this trade lately has been T staying in the gutter (which was a risk outlined in the OP). The theoretical deal spread is now tighter than it's been in months. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35815142) |
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Date: April 17th, 2018 5:38 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35857361) |
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Date: April 26th, 2018 7:33 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923066) |
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Date: April 26th, 2018 8:46 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923224) |
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Date: April 26th, 2018 8:48 AM Author: Demanding saffron affirmative action house Problem is T is getting clobbered on earnings today (risk outlined upthread - if you are short T you can hedge against this)
On the flip side:
“AT&T IS KILLING THEM”: THE D.O.J. SPURNED A POSSIBLE PEACE OFFERING OVER THE $86 BILLION AT&T-TIME WARNER MERGER—AND NOW THE TRIAL IS ENTERING THE ENDGAME
https://www.vanityfair.com/news/2018/04/att-time-warner-merger-doj-case
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Date: April 26th, 2018 8:50 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923241) |
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Date: April 26th, 2018 8:52 AM Author: Demanding saffron affirmative action house Yes, no idea whether they'll try to squeeze T for more though (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923255) |
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Date: April 26th, 2018 8:57 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923277) |
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Date: April 26th, 2018 9:12 AM Author: Demanding saffron affirmative action house The trial should be done by early next week, and from there the judge may take 4-6 weeks to write his opinion based on his previous comments. I expect we'll have a pretty good sense of how he'll rule before the opinion is published, but you're looking at like a June 1st-15th ruling. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923339) |
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Date: April 26th, 2018 9:16 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923349) |
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Date: April 26th, 2018 9:42 AM Author: Demanding saffron affirmative action house Depends on your pain tolerance. At this point if the deal broke, TWX probably settles higher than the deal price, but it will take time and you'd have arb selling pressure in the short term. If you're looking for a quick profit, you just want the judge to rule in AT&T's favor and the deal to get done. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35923499) |
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Date: June 13th, 2018 1:46 PM Author: Light Home When are you selling your TWX stock bro? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238426) |
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Date: April 26th, 2018 11:29 AM Author: Heady dysfunction I'm tempted to get long some AT&T here - Anyone know if theyre gonna win this case to buy TWX? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924107) |
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Date: April 26th, 2018 11:31 AM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#35924117) |
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Date: April 26th, 2018 11:34 AM Author: Heady dysfunction ok very interesting - I think the DoJ does not have a case here.
If you buy the AT&T stock right and TWX cashflow helps the company like the CEO of AT&T says it will - I think AT&T is an extremely solid long term hold for many years |
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Date: May 9th, 2018 11:58 AM Author: Aqua mother police squad Fuck twx is at 91 today (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014864) |
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Date: May 9th, 2018 12:16 PM Author: Adulterous purple pozpig :( (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014997) |
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Date: May 9th, 2018 12:02 PM Author: Razzmatazz nofapping international law enforcement agency Is this also the nxpi merger arb masterman? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36014897) |
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Date: June 4th, 2018 3:30 PM Author: Adulterous purple pozpig Hovenkamp says TWX bros are fukt.
https://www.bizjournals.com/dallas/news/2018/05/29/u-s-government-more-likely-to-win-at-t-time-warner.html |
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Date: June 11th, 2018 2:57 AM Author: Light Home Ruling this week! (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36221862) |
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Date: June 12th, 2018 4:51 PM Author: Adulterous purple pozpig We maed it. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232560) |
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Date: June 12th, 2018 4:52 PM Author: Light Home YES WE CAN (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232566) |
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Date: June 12th, 2018 4:54 PM Author: iridescent people who are hurt ratface 14% return from time op created this thread based on after hours price of $101.50 (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232578) |
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Date: June 12th, 2018 9:48 PM Author: Brass excitant stead 14% since 2016? doesn't seem worth tying up investmnet dollars for paltry sum (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234550) |
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Date: June 12th, 2018 4:54 PM Author: Diverse ruddy hospital cumskin That would require risk, which is why xo didn't invest because they're risk adverse lawcucks. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232584) |
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Date: June 12th, 2018 4:56 PM Author: Demanding saffron affirmative action house lmao Makan u faggot (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36232600) |
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Date: June 12th, 2018 9:45 PM Author: Aqua mother police squad how likely is it that TWX trades above 102 in the next couple days? i will probably sell then. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234518) |
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Date: June 12th, 2018 10:38 PM Author: Zombie-like Galvanic Factory Reset Button Anyone know when the next ex dividend date for $T is? Solidly below 1yr and 5yr highs, and that dividend is juicy. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36234906) |
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Date: June 13th, 2018 9:16 AM Author: Diverse ruddy hospital cumskin http://www.dividend.com/dividend-stocks/technology/telecom-services-domestic/t-atandt/
the dividend is the only reason to own T. Just park your money there and cop dat der dividend. |
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Date: June 13th, 2018 1:44 PM Author: Light Home when are bros selling? Deal closes in 7 days (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238410) |
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Date: June 13th, 2018 1:47 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238434) |
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Date: June 13th, 2018 1:48 PM Author: Demanding saffron affirmative action house Depends what your view on T is. Probably going to be selling pressure from arbs until 6/20, after which it will probably rally. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238439) |
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Date: June 13th, 2018 1:49 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36238453) |
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Date: June 13th, 2018 4:12 PM Author: Light Home I'd like to take my profits and run very soon. But don't know if I should expect another 5 to 10% bump or not within the next week or so (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239495) |
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Date: June 13th, 2018 4:17 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239545) |
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Date: June 13th, 2018 4:19 PM Author: Light Home cr. Will sell now (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239556) |
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Date: June 13th, 2018 4:15 PM Author: Aqua mother police squad I sold June 22 100 calls on my shares. No way the deal closes below 100, right? (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239519) |
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Date: June 13th, 2018 4:19 PM Author: Demanding saffron affirmative action house The gross spread here is $2, which implies a close of ~$99.90. really depends where T goes from here. Arbs were clearly underhedged going into this, but T should bounce hard either soon before the deal closes or right after. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239561) |
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Date: June 13th, 2018 4:21 PM Author: Disgusting Razzle-dazzle Hell (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239578) |
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Date: June 13th, 2018 4:24 PM Author: Demanding saffron affirmative action house T getting crushed obviously did not help. But not totally unforeseen given arb flows. (http://www.autoadmit.com/thread.php?thread_id=3798285&forum_id=2#36239601) |