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ja das wars hoffentlich für dich!!wenn du was schreiben willst dann was vernünftiges!!ansonsten tschüss

Meinung von William 48 aus dem Ihub...

The meaning of what happened yesterday.
 
Sorry for the excessive word count, but quite alot happened yesterday.
 
 When Walrath asked Rosen for a progress report on POR7 (as if she knew  that POR6 was already dead), I found it to be highly interesting that he  again raised the issue of the “complexities” of the on-going  negotiations as being the reason for the delay of its timely filing with  the court. In requesting a mere 9 additional days in which to resolve  those “complexities” and reach a “closure date” of June 17th (again, his  words), he gave us a valuable means by which to draw rational  conclusions about the status of those negotiations and the likelihood of  there being a POR7 (as opposed to POR6).  
 
First and  foremost, yesterday’s equivocation was all about the 5,000 pound  elephant in the room, JPM (Rosen’s REAL client for the past 2 years),  and what it would or would not agree to do at this point in the BK. It  was telling that Rosen did NOT say that the negotiations – which have no  doubt been underway prior to May 13th (i.e., the previous date set for  the filing of objections to the DS) – had broken down, or had reached an  impasse, or had stumbled upon intractable issues. There was nothing in  his words to the court that suggested the presence of any term that  might be construed to be a deal-killer. Nor did Rosen extend SG’s time  to file its objections to the current DS (i.e., they are still due no  later than June 10th); nor did he provide additional time to file such  objections to DIMEQ, or Black Horse (both of whom filed no such  objections, presumably on the basis of the negotiations which were  clearly underway at the time), or any of the hedge funds, or even JPM  and the FDIC; all of whom have yet to make a standard filing in support  of the current DS. But most tellingly, there was no appearance by SG,  reminding the court of its preservation of rights, should it have to  proceed with POR6 issues. True to human nature, no one is concerned with  anything that is DEAD.
 
So more and more, it would clearly  appear that Version 6 has become a dead letter, and ALL of the parties,  including Walrath (with the exception of TPS) are happily awaiting the  birth of Version 7, which will have been conceived, in large part (and   amazingly), with the input of equity (this was the import of Steinberg’s  comment to Ilene yesterday).
 
The question then becomes what  will happen when the good news hits Pacer, sometime during the next  several days? If Rosen remains true to form, the filing should consist  of both the revised DS and POR7 (the standard “hand in glove” analogy  that he flummoxed Venable with in March of last year). If the  negotiations broke our way then TPS will be assumed by JPM. That alone  would pour $4B into the waterfall, instantly affecting the PPS of the  preferreds, causing them to rocket upward to near-FV. As to common  (which will get control of NewCo), I tend to believe that the revised DS  and POR7 will continue to contain obfuscating language stating that the  “present value” of NewCo is a mere $160M, together with whatever the  NOLs and other tax attributes and undisclosed assets are worth. There  will likely be just enough confusion in that initial valuation to dampen  the immediate rise in the price of common, but surely (and  instantaneously) taking its PPS back to + $0.025 and then beyond.
 
 But taken together, all this will be very explosive news, and contains  the ability to overwhelm the MMs and panic the shorts. So much so, that  it would seem unrealistic to believe that such news would just be dumped  into the market during trading hours.
 
Therefore … I think  that Rosen will not file the DS/POR7 until minutes before midnight on  Friday, July 17th. The delay occasioned by this late filing will  unfortunately be seen (by many) as evidence that negotiations have  collapsed and that we are heading back to the days of POR6 (Rosen would  get a kick out of that). As a result of that dismay, the PPS, of all  classes, will continue to deteriorate this week and the next, quite  possibly resulting in the UQs falling below a dime. But all should take  heart in that … as it will be our absolute final buying opportunity, as  the PPS heads steadily toward $0.74 (as it stood on 3/12/10), awaiting  the confirmation hearing on July 5th (Incidentally, the judge has given  us only ONE, single, uninterrupted day for the confirmation hearing.  Does that suggest anything to you? Anything at all?)
 
Lastly,  the dismay that took place yesterday was, in large part, of our own  making, and not Rosen's. Many of us ignored the prior let-downs in this  case and came to truly believe that the guy from Publisher's  Clearinghouse was going to pull up in our driveways with riches that  would change our lives. The anticipation of that wonderful moment was  used against us by the MMs. Who couldn't have shorted the devil out of  that huge disappointment? There's a moral there as we await the morning  of June 18th.
 
AIMO, of course.

Ich betreibe besipielsweise seit ca. einem halben Jahr einen kleinen unscheinbaren Trading thread und habe dort minutiös ca. 44 Werte und Gelegenheiten aufgelistet, die im Trade profitabel waren (in Echtzeit zum jeweiligen Tradebeginn) und alle diese Entscheidungen hatten einen primär charttechnischen Hintergrund. So ergaben sich Gewinnspannen von 20% in wenigen Tagen, bis hin zu 700% in 24 Stunden, innerhalb derer man agieren konnte. Nehmen wir das letzte als Extrembeispiel, du tust als Kleinanleger 3.000 euro in einen charttechnisch ausgesuchten Wert und buchst am nächsten Tag 24.000 eur zurück aufs Konto (nur als Beispiel), dann ist das Vorgehen des Lesens und Auswertens von Charts doch in höchstem Maße positiv rückgekoppelt. Du kommst, so vorgehend, zu dem Ergebnis, dass du etwas richtig machst, da die Vorgehensweise bestätigt wird. 

Vor dem Hintergrund sind mir "Verschwörungstheorien" eigentlich egal. Wir können den Markt sowieso nicht ändern und müssen das System als gegeben akzeptieren. Erfolgreich können wir aber nur sein, wenn wir seine Regeln kennen, respektieren (sie nicht etwa ignorieren) und uns ihnen bedingungslos unterwerfen, anstatt gegen sie anzukämpfen. Der Markt sitzt immer am längeren Hebel. Ein heraufbeschworenes Kräftemessen würden wir verlieren. So legen wir das Ohr auf den Puls des Marktes und profitieren mit CT von ihm :-)

in diesem Sinne

Gruß & Erfolg!

Wes

Ich glaub eine Erläuterung dazu kann ich mir sparen !

PS: 3 der begehrten 10 Plätze sind immer noch frei