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If ur not buying TWX ur insane
| embarrassed to the bone rehab | 11/15/17 |
| embarrassed to the bone rehab | 11/16/17 |
| adventurous pisswyrm | 11/16/17 |
| embarrassed to the bone rehab | 11/16/17 |
| tan elite corner | 11/16/17 |
| adventurous pisswyrm | 11/16/17 |
| tan elite corner | 11/16/17 |
| excitant personal credit line stag film | 11/16/17 |
| embarrassed to the bone rehab | 11/16/17 |
| adventurous pisswyrm | 11/16/17 |
| embarrassed to the bone rehab | 11/16/17 |
| embarrassed to the bone rehab | 11/17/17 |
| embarrassed to the bone rehab | 11/21/17 |
| embarrassed to the bone rehab | 11/21/17 |
| Supple rigor | 11/21/17 |
| passionate impertinent meetinghouse rigpig | 11/21/17 |
| embarrassed to the bone rehab | 11/21/17 |
| passionate impertinent meetinghouse rigpig | 11/21/17 |
| embarrassed to the bone rehab | 11/21/17 |
| chrome marvelous macaca | 11/21/17 |
| Buff Thirsty Death Wish | 11/24/17 |
| Doobsian sticky jap partner | 11/21/17 |
| passionate impertinent meetinghouse rigpig | 11/21/17 |
| Multi-colored tanning salon sneaky criminal | 11/21/17 |
| Multi-colored tanning salon sneaky criminal | 11/21/17 |
| Supple rigor | 11/21/17 |
| Swollen whorehouse mother | 11/24/17 |
| embarrassed to the bone rehab | 11/21/17 |
| mahogany contagious police squad | 11/21/17 |
| embarrassed to the bone rehab | 11/21/17 |
| chrome marvelous macaca | 11/21/17 |
| tan elite corner | 11/21/17 |
| Doobsian sticky jap partner | 11/21/17 |
| embarrassed to the bone rehab | 11/21/17 |
| Doobsian sticky jap partner | 11/21/17 |
| Autistic narrow-minded pit | 11/21/17 |
| Doobsian sticky jap partner | 11/21/17 |
| Autistic narrow-minded pit | 11/21/17 |
| Doobsian sticky jap partner | 11/21/17 |
| Autistic narrow-minded pit | 11/24/17 |
| Doobsian sticky jap partner | 11/27/17 |
| embarrassed to the bone rehab | 11/29/17 |
| Autistic narrow-minded pit | 11/29/17 |
| embarrassed to the bone rehab | 11/29/17 |
| embarrassed to the bone rehab | 12/04/17 |
| Doobsian sticky jap partner | 12/04/17 |
| embarrassed to the bone rehab | 12/04/17 |
| tan elite corner | 12/04/17 |
| embarrassed to the bone rehab | 02/01/18 |
| Buff Thirsty Death Wish | 02/02/18 |
| embarrassed to the bone rehab | 02/02/18 |
| Buff Thirsty Death Wish | 02/02/18 |
| embarrassed to the bone rehab | 02/02/18 |
| Buff Thirsty Death Wish | 02/20/18 |
| Arrogant office lettuce | 02/20/18 |
| Buff Thirsty Death Wish | 02/20/18 |
| cocky ebony range place of business | 02/20/18 |
| embarrassed to the bone rehab | 02/20/18 |
| cocky ebony range place of business | 02/20/18 |
| embarrassed to the bone rehab | 02/21/18 |
| Arrogant office lettuce | 02/21/18 |
| cocky ebony range place of business | 06/12/18 |
| Arrogant office lettuce | 02/20/18 |
| Arrogant office lettuce | 02/21/18 |
| Doobsian sticky jap partner | 02/21/18 |
| embarrassed to the bone rehab | 02/21/18 |
| Doobsian sticky jap partner | 02/21/18 |
| embarrassed to the bone rehab | 03/15/18 |
| Arrogant office lettuce | 03/19/18 |
| Arrogant office lettuce | 03/19/18 |
| crusty wonderful lay boltzmann | 03/19/18 |
| Arrogant office lettuce | 03/19/18 |
| tan elite corner | 03/19/18 |
| embarrassed to the bone rehab | 03/19/18 |
| Doobsian sticky jap partner | 03/19/18 |
| Buff Thirsty Death Wish | 03/20/18 |
| embarrassed to the bone rehab | 03/20/18 |
| Buff Thirsty Death Wish | 03/24/18 |
| puce candlestick maker | 03/24/18 |
| Arrogant office lettuce | 03/23/18 |
| embarrassed to the bone rehab | 03/23/18 |
| Arrogant office lettuce | 03/23/18 |
| embarrassed to the bone rehab | 04/11/18 |
| embarrassed to the bone rehab | 04/11/18 |
| Arrogant office lettuce | 04/17/18 |
| Arrogant office lettuce | 04/26/18 |
| Arrogant office lettuce | 04/26/18 |
| embarrassed to the bone rehab | 04/26/18 |
| Arrogant office lettuce | 04/26/18 |
| embarrassed to the bone rehab | 04/26/18 |
| Arrogant office lettuce | 04/26/18 |
| embarrassed to the bone rehab | 04/26/18 |
| Arrogant office lettuce | 04/26/18 |
| embarrassed to the bone rehab | 04/26/18 |
| Buff Thirsty Death Wish | 06/13/18 |
| tan elite corner | 04/26/18 |
| Arrogant office lettuce | 04/26/18 |
| tan elite corner | 04/26/18 |
| cocky ebony range place of business | 05/09/18 |
| chrome marvelous macaca | 05/09/18 |
| disrespectful violet international law enforcement agency party of the first part | 05/09/18 |
| chrome marvelous macaca | 06/04/18 |
| Buff Thirsty Death Wish | 06/11/18 |
| chrome marvelous macaca | 06/12/18 |
| Buff Thirsty Death Wish | 06/12/18 |
| stimulating crimson dilemma | 06/12/18 |
| topaz fear-inspiring brethren | 06/12/18 |
| coral anal cuck tattoo | 06/12/18 |
| embarrassed to the bone rehab | 06/12/18 |
| cocky ebony range place of business | 06/12/18 |
| Aqua indian lodge | 06/12/18 |
| coral anal cuck tattoo | 06/13/18 |
| Buff Thirsty Death Wish | 06/13/18 |
| Arrogant office lettuce | 06/13/18 |
| embarrassed to the bone rehab | 06/13/18 |
| Arrogant office lettuce | 06/13/18 |
| Buff Thirsty Death Wish | 06/13/18 |
| Arrogant office lettuce | 06/13/18 |
| Buff Thirsty Death Wish | 06/13/18 |
| cocky ebony range place of business | 06/13/18 |
| embarrassed to the bone rehab | 06/13/18 |
| Arrogant office lettuce | 06/13/18 |
| embarrassed to the bone rehab | 06/13/18 |
Poast new message in this thread
Date: November 15th, 2017 3:04 PM Author: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: adventurous pisswyrm 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: embarrassed to the bone rehab 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: tan elite corner 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: adventurous pisswyrm 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: tan elite corner 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: excitant personal credit line stag film 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: embarrassed to the bone rehab 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: adventurous pisswyrm 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: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: Supple rigor 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: passionate impertinent meetinghouse rigpig 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: embarrassed to the bone rehab 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: passionate impertinent meetinghouse rigpig 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: embarrassed to the bone rehab 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: chrome marvelous macaca 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: Buff Thirsty Death Wish 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: Doobsian sticky jap partner 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: passionate impertinent meetinghouse rigpig 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: Multi-colored tanning salon sneaky criminal 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: Multi-colored tanning salon sneaky criminal 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: Supple rigor 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: Swollen whorehouse mother 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: embarrassed to the bone rehab 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: mahogany contagious police squad 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: embarrassed to the bone rehab 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: chrome marvelous macaca 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: tan elite corner PREACH
XO should be handicapping the odds on this like masterd00ds |
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Date: November 21st, 2017 1:05 PM Author: Doobsian sticky jap partner 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: embarrassed to the bone rehab 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: Doobsian sticky jap partner 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: Autistic narrow-minded pit 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: Doobsian sticky jap partner 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: Autistic narrow-minded pit 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: Doobsian sticky jap partner 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: Autistic narrow-minded pit (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: Doobsian sticky jap partner 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: embarrassed to the bone rehab 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: Autistic narrow-minded pit 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: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: Doobsian sticky jap partner 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: embarrassed to the bone rehab 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: tan elite corner 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: embarrassed to the bone rehab 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: Buff Thirsty Death Wish 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: embarrassed to the bone rehab 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: Buff Thirsty Death Wish 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: embarrassed to the bone rehab 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: Buff Thirsty Death Wish 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: Arrogant office lettuce (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: Buff Thirsty Death Wish (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: cocky ebony range place of business 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: embarrassed to the bone rehab 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: cocky ebony range place of business 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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: cocky ebony range place of business 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: Arrogant office lettuce (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: Arrogant office lettuce (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: Doobsian sticky jap partner 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: embarrassed to the bone rehab 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: Doobsian sticky jap partner 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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: Arrogant office lettuce (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: crusty wonderful lay boltzmann 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: Arrogant office lettuce (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: tan elite corner 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: embarrassed to the bone rehab 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: Doobsian sticky jap partner 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: Buff Thirsty Death Wish 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: embarrassed to the bone rehab 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: Buff Thirsty Death Wish 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: puce candlestick maker Civ #?
Ty for the info. |
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Date: March 23rd, 2018 9:23 AM Author: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: Arrogant office lettuce (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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Buff Thirsty Death Wish 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: tan elite corner 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: Arrogant office lettuce (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: tan elite corner 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: cocky ebony range place of business 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: chrome marvelous macaca :( (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: disrespectful violet international law enforcement agency party of the first part 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: chrome marvelous macaca 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: Buff Thirsty Death Wish 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: chrome marvelous macaca 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: Buff Thirsty Death Wish 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: stimulating crimson dilemma 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: topaz fear-inspiring brethren 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: coral anal cuck tattoo 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: embarrassed to the bone rehab 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: cocky ebony range place of business 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: Aqua indian lodge 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: coral anal cuck tattoo 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: Buff Thirsty Death Wish 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: Buff Thirsty Death Wish 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: Arrogant office lettuce (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: Buff Thirsty Death Wish 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: cocky ebony range place of business 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: embarrassed to the bone rehab 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: Arrogant office lettuce (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: embarrassed to the bone rehab 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) |