Werbung
| Strategie | Hebel | |||
| Steigender AMD Advanced Micro Devices Inc-Kurs | 4,92 | 9,98 | 14,80 | |
| Fallender AMD Advanced Micro Devices Inc-Kurs | 4,83 | 9,57 | 16,04 | |
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WAMUQ
Jun 24, 2009
56,171,423 -0.37 6,518,662 8.62
May 29, 2009
56,380,723 -0.26 9,197,434 6.13
May 15, 2009
56,527,817 -0.36 14,717,822 3.84
http://investorshub.advfn.com/boards/read_msg.aspx?message_i…
Actually do you think as a CEO and B.O.D that you would put the entire PPS of your company in jeopardy [shareholder value] over a small amount of $$$ that a $3 down slide in price would make up. JPM has 3.8Bil O/S that a market cap of 125Bil @$33 PPS.
WAMU is worth $7.63PPS as of last 10Q.
WAMUQ at $4 PPS is 7Bil for JPM
WAMPQ is valued @ 3Bil
WAMKQ is 1Bil
WAHUQ is 1Bil
That's only 12Bil to buyout WMI (believe IMHO it has already been offered and turned down)
Now increase the PPS (April 2008) to $8 PPS that is now another 7Bil in cash totaling in neighborhood of 20Bil.. I think that is the sticking point, somewhere in the middle is where they are at. If JPM loses the 4.4Bil. They just lost 25% of the money needed to settle.
IF JPM converts the commons on a 1:4 split they have a new O/S of 4.3Bil or more if they decide to raise the capital for pref payoff and bond conversion (back interest). They then at $33 have a Market cap of 141Bil. They should lose about 10% of that value in the short-term and pick it back up and head off to $40PPS when a divie is announced. Most WAMU shareholders will not sell more than 20% of the newly converted shares, so it will not affect the PPS of JPM very much.
For the NOL's to stay intact JPM and WMI must merge together as one. JPM probably hates that idea. ownership change will eliminate the NOL's. If they merge they basically absorb WMI and issue commons for commons. I am sure that will work, because the existing framework of owners (shareholders) stays intact. People here on ihub could sell every new share of JPM they get and it wouldn't affect the PPS of JPM $1...
The bonds can be renegotiated (G.S.) and back interest paid and new JPM ones issued and that lawsuit is off the table.
The lawsuits we have now are canceled and if Dimon wants, he can hold the FDIC to account for causing such a huge loss on JPMC's balance sheet and get an under the table settlement that will basically make the WMI deal feasible and smart.
How smart is JD, because I wouldn't have let it go this far. He is about to lose 25% of the money he needs to settle.buyout.merge whatever !!!
The longer he waits, the higher the price to make it all go away gets!!1
wir wissen ja , das"Glück" das Übersteigen des Erwartungswertes ist;)
Darum lasst uns doch besser tiefstapeln..
Schönen Abend
irgenwie haben solche Zahlen in der heutigen Zeit ihren Zauber verloren. Würde mich nicht wundern, wenn JPM trotz dieser Zahlung gleich um 10 % steigt. Das Argument mit dem US Account ist gut.
hat zwar nicht direkt was mit wamu zu tun aber kann ir jemand mal sowas erklären??
aktien.onvista.de/kurse.html?ID_OSI=3539746
wie kommt die differenz an den verschiedenen börsen zu stande???
merci
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Werbung
| Strategie | Hebel | |||
| Steigender AMD Advanced Micro Devices Inc-Kurs | 4,92 | 9,98 | 14,80 | |
| Fallender AMD Advanced Micro Devices Inc-Kurs | 4,83 | 9,57 | 16,04 | |
| Wertung | Antworten | Thema | Verfasser | letzter Verfasser | letzter Beitrag | |
| 57 | 14.253 | █ Der ESCROW - Thread █ | union | sonifaris | 17.03.26 23:28 | |
| 10 | 1.605 | WMIH + Cooper Info | Orakel99 | Malecon71 | 16.03.26 08:22 | |
| 60 | 68.942 | Coop SK Tippspiel (ehem. WMIH) | ranger100 | rübi | 13.03.26 12:20 | |
| 162 | 87.090 | COOP News (ehemals: Wamu /WMIH) | Pjöngjang | lander | 02.01.26 23:32 | |
| 349 | 198.956 | Wamu WKN 893906 News ! | plusquamperfekt | union | 31.12.25 14:59 |