Wiliamhsu 的讨论

发布于: 雪球回复:1喜欢:0
20合1,50合1很常见。

热门回复

2014-06-12 22:44

@huigoo说过,好象卖了公司钱也汇不出来

2014-06-12 16:48

NIHD阿根廷公司卖掉的可能性很大。

假设按现在阿根廷分公司公允值2亿美金计算,一方面砍掉了鸡肋,一方面能补充流动金和加大巴西等主力市场的投入,那股价维持在3元应该是合理的,不知有没有财务和通信专业人士给点看法?
@william_hsu

Grow versions about the emergence of a private room mobile operator in Argentina, and it appears that will Kirchner.

Backed-and stimulus-Casa Rosada, publishes The Nation, entrepreneurs Matías Garfunkel and Sergio Szpolski, partners multimedia Twenty are by setting foot in this area, which soon frequencies for services were tendered 3G and 4G.

They have at least two choices: buy Nextel (sale for a year) or presented with Telcorad an unknown owned telecommunications SME entrepreneurs.

The first alternative, the acquisition of Nextel-business was confirmed by sources familiar with the transaction close up because they also attempted to acquire the operator, so far without success, despite being offered more money.

The second option was informed the morning mentioned a high source of the Twenty-group, whereby Garfunkel and analyzed Szpolski buying Nextel, but then discarded.

In any case, employers have the approval of the government of Cristina Kirchner, especially the youth group La Campora, occupying key positions in the area, including in the Ministry of Communications and Arsat.

"The Americans Nextel would like to sell to someone with more 'integrity', as they say, but they have no choice but to do it that assure you that the transaction will be approved by the Government, and this seems to be the case," said one of the sources.

Who should ensure that firm's communications minister, Norberto Berner, one of the premier Campora led the President's son, Máximo Kirchner. If not given the official OK, Nextel and buyer enter into a limbo of uncertainty.

According to the executive of Twenty-referral, "what the government is coming on because it is not public service, and if it has to be authorized, it must do so with fewer requirements and almost no discretion."

All sources declined to be cited involved, but it is in all cases of high and recognized corporate executives who fight for entry into the mobile phone.

"Did not you used Nextel unless we sell it for two dollars. Sites where your antennas are 70% leased and not cover the entire Argentina, do not have 3G spectrum and would have to throw away all the technology used would be like buy a tender for airline and railway line. needless to tender backpack and used obsolete technology, "spokesman Twenty consultation respondent said.

Instead, he confirmed: "We will participate in the tender for 3G and 4G without Nextel, together Szpolski Garfunkel and, through a little girl telco company that the group operates in Mendoza and Neuquén and called Telcorad" he said.

According to reports, may buy Nextel Szpolski Garfunkel and two pesos because Kirchner apply to the operator of a recipe like "Argentinization" which was used as YPF in 2007, before finally estatizarla.

Thus, Nextel would be purchased in part with their own money. Prevented from rotating dividends to its parent company, the firm has a box full of pesos (one source says that would amount to $ s120 million other states that could be up to u $ s180 million).

The government will allow you to convert those pesos to dollars at the official value and turn them to his headquarters, where any action is enough to placate a debt of nearly $ s6000 million.

When asked about how the landing will be financed mobile phone, only Twenty spokesman said: "We are going to do finance and other operators."

However, if Garfunkel-Szpolski to tender are presented Telcorad SMEs will have to swell to infinity their financial backs. "In such lictación you can submit a letter of irrevocable commitment or guarantee from a bank financing," Twenty exaggerated source.

Beyond the turn of retained foreign exchange, according to market sources, the subsidiary of Nextel Argentina currently be worth about $ s200 million.

2014-06-09 21:08

从NEWL的历史来看,公司是有诚信问题的,业绩不好不是致命的,但一个公司有诚信问题,就算今后涨100倍我也不感兴趣,现在已经不关注了。

小散赌NEWL,大牌基金撑NIHD,我更相信专业人士的选择。

2014-06-09 21:00

请问你觉得现在的NEWL的大资金进入,意味着后市如何?

2014-06-09 19:47

老兄,推荐你个网站 网页链接

最近一段时间空头应该会搞个偷袭珍珠港,但盟军会取得最终的胜利。[俏皮]

americanbulls.com对NIHD的评价超级乐观,半年翻1倍,一年翻3倍,两年翻25倍。[赚大了]

信号更新今天系统建议持有多头。 先前的买入建议于2014/6/5发出,1 天前,股价为0.4534时。 此后,NIHD已上涨了+28.85%。
市场前景
市场不乐观,但我们的多头押注仍旧有效。 没有确定的信号打乱你的信心。
@east2east  @huigoo

2014-06-08 22:49

NEWL,6号的时候公司出了一个6K文件,终于给出了股本总数

2014-06-08 22:49

BlackRock Fund Advisors 持有份额16320345  份额变化8510567 变化率 109.0%  2014-03-31 ,黑岩最近增持了5%左右,这个基金经理也是做逆向的[大笑]

富达减持了70%多仓位。[想一下] Fidelity Management and Research Company 持有份额 6398405 份额变化-18092453 变化率-73.9%----2014-03-31

2014-06-08 20:52

黑岩入股是什么背景?也是去抄底吗?

2014-06-08 19:37

楼主的分析太专业了,高手终于出场了。[牛]

专业人士的理性客观分析才是信心的保证。[大笑]

阿根廷消息出处
网页链接

2014-06-08 19:07

黑岩资本,好象也很有名。