Source: VHCReport.com
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18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,354 Blog Posts
beautiful, and thanks for the post.
If this holds up in Judge Davis’s court then VHC will make a ton of money but since this is a jury trial anything can happen. Or AAPL, sitting on a load of cash buys them or pays them off which I doubt will happen, it will be a fight to the finish.
But what if AAPL buys RIMM? Intersting.
Why would $AAPL buy $RIMM? $AAPL investors would start crying rivers.
Note the Fly’s title to this post “$VHC: A Post Verdict Update,” which implies that the jury part of this case has already finished.
But like you, The Real Muppet looked at the white paper and though that it would be an extremely boring way to spend the next two hours of The Real Muppets life. Then The Real Muppet read the first two pages and realized that it would be much worse than that.
The Real Muppet is interested in the idea that the gold miners might be undervalued relative to gold owing to a trade popularized by Hugh Hendry in which hedge funds went long gold and short gold miners. The Real Muppet thinks that maybe its time for this trade to unwind and $HUI index looks to be turning.
To The Real Muppet- I saw this article last week and thought that The Real Muppet may want to read same (long gold-short miners).
http://247wallst.com/2012/12/04/the-key-gold-trade-for-2013-pairing-gold-against-miners/
I guess when it goes public chances are decent we could see a reversal of short miners.
The Real Muppet may want to read this re: Gold/S&P ration and a “W” pattern. I read this a few hours ago.
http://www.marketwatch.com/story/gold-miners-fail-to-launch-2012-12-10?link=MW_latest_news
Thanks TraderCaddy. Hugh mentioned this trade on 10/24/12 and I see that basically from that day forward $HUI has fallen about 10% while gold is up slightly. I think the gold miners sell off might be a little over done and there is probably enough short interest to put some extra juice on any up move. I am not taking a trade here just find it interesting. Maybe someone on this site will get a good idea. Thanks for the articles.
GDX/GLD ratio chart:
http://stockcharts.com/h-sc/ui?s=GDX:GLD&p=D&b=5&g=0&id=p37494458882&a=285564697
Hugh’s Comments (I think):
http://www.zerohedge.com/news/2012-10-25/watch-hugh-hendry-and-david-einhorn-discuss-markets-live-webcast-buttonwood-gatherin
Why do you talk in third person? It’s a crime against the reader.
why do VHC options suck so much balls
no liquidity
fuck me!!! 132 reasons to buy this stock–anyone’s guess as to the time frame however
watch AAPL leverage the fact that they are moving some jobs back to US with 0bama. thsi stock should be moving.
liceinsign agreements already in place with other vendors, two verdicts under thier belt. Come on!
DECK down over 6%!
Piper Jaffray Reiterates Neutral on Deckers Outdoor (DECK)
Price target 35.00.
Fucking analysts!
MCP up 13%!
Molybdenum in everyone’s Christmas stockings!
apple is going to fight to the bitter end, with delay after delay in any way possible, but so far VHC has pnwed them and in the end they may have to pay in full.