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Hmight

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Posts posted by Hmight

  1. I don't get why people are so obsessed about this merger going through. The bad far outweighs the good with this buyout/merger.

    Because it's slow news day. 

     

    But this is why I am very optimistic with Sprint, with or without the merger.  They have all the tools at their disposal (spectrum, increase cash flow, favorable regulatory environment for network build out), they just need to execute. 

     

    “Sprint management also expects to out-execute T-Mobile over the next two years, making a deal more attractive for them over time, but not in 2017.”

     

    I do not believe the merger will happen between Sprint and Tmo.  The feature is with a wireline and wireless.  The synergy is tremendous when these organizations combine.  T and VZ is already moving in that directions. T is much more aggressive. 

    • Like 1
  2. You should call up Sprint and Verizon and let them know advertising on TV is a huge waste of money because it does not allow for an immediate transaction and nobody changes providers anyway.

     

    Also, WTF does Charmin keep advertising with those damn bears? Its toilet paper. We have no choice, we have to buy it.

     

    Lol. you just proved why Charmin uses the "damn" bears in its ads.  You know it's toilet paper and it's the damn Charmin bears. 

    • Like 1
  3. I wouldn't be shocked if a few months from now a announcement is made.

     

     

    Sent from my iPhone using Tapatalk

    I hope not, and Masa has said after the announcement that the money is to invest in U.S start ups.  It's always been his bread and butter. 

     

    http://www.bloomberg.com/politics/articles/2016-12-06/japan-s-softbank-to-invest-50-billion-in-the-u-s-trump-says

  4. I think it has to hold at or above $8 for a certain period of time I believe.

     

     

    Sent from my iPhone using Tapatalk

    Yep

     

    The 10 million shares will only be earned "upon the achievement of specified volume-weighted average prices" of Sprint's common stock during regular trading on the New York Stock Exchange over any 150-calendar day period during a four-year period from June 1, 2015, through May 31, 2019. In order to earn 100 percent of the 10 million shares, the volume-weighted average price must be at least $8 during that period. If the volume-weighted average stock price during the period goes above $8, Claure could earn more stock, but no more than 120 percent of the original award.

     

    Source - 

    http://www.fiercewireless.com/wireless/sprint-extends-claure-s-contract-until-2019-will-give-him-10m-shares-if-he-gets-stock-to-8

    • Like 2
  5. I just sold some more shares at $7.97

     

    I reiterate my position of hype wariness and believe the stock will get hit negatively by the Federal Reserve raising interest rates in December.

     

    We have different philosophy, but here's my 2 cents.

     

    Sprint has gotten off the bonds market to finance.  Softbank has essentially been financed (or guaranteed) Sprint's debt with various entities (leasing and spectrum Co.).  As long as the company is growing, I am not concerned about the 30B+ in debt with a Sprint's strong balance sheets. 

     

    Raising interest rates will have little impact on Sprint in December. 

    • Like 2
  6. $8 this morning. Time to sell or hold?

     

    I'm riding this.  There will not be any news of merger until at least 1st quarter of next year.  Sprint is going to add phone subs again this quarter. They are going to pay off 2B of debt on 12.1.2016.  Nothing negative for me to sell. 

    • Like 1
  7. The gains are pure speculation.

     

    Any "disruption to the norm" in Washington is always met with gains and losses. 

     

    The ATT/TW tie up's fate will set the tone going forward.  If there are post election undercurrents about that being denied, its never too soon to sell your S stock. 

     

    There's definitely speculation baked in, but the company's recent performance has not been accounted in the stock since the last earnings release. It was already at 7 dollars before Trump was elected.  Anything between 7 and 8 is reasonable at this point.  Anything more than 8, there's room for a sell off until the next earnings announcement.

     

    Trump has already said T and TW will yield too much power.  We will see if his administration will follow through. 

    • Like 1
  8. Pay off debt with what?  They continue to generate losses each quarter, not profits. ;)

     

    Sprint's current strategy (survival) is to keep finding different ways to replace old debt with new debt, ideally at a lower interest rates.

     

    I like the stock long term.  The company is still bleeding cash, but they are gaining valuable customers. I do not see this trend is reversing as long as Marcelo is at the helm.  They have beefed up their balance sheets and have pulled a few financial engineering moves (thanks to Softbank) to get to where they are today.  I am seeing 3rd carrier roll out in markets they have not even announced.  This will improve the speed on the network, and capacity with their densification plan.  They are in the same position of Tmo was a year and half ago.  I expect growth will continue this quarter (around 450k postpaid phones and potentially more tablet adds with the new unlimited plan). 

     

    I expect FCF will be a reality in FY 2017.  A merger or not, Sprint is in a good spot.  It is still cheap to buy and I will buy more when it is taking a 10%+ dip. 

  9. As far as I've heard, his potential attitude toward such a merger is a total wildcard. You'd think that given his party he would be in favor, but both companies are foreigner-controlled which would probably influence his decision. How much? Not sure.

    Republican tend to be more free deal willing.  Sprint stock is doing well this morning because of this "potential" merger. 

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