RIMM - rumores de opa
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Mais um rumor de OPA que foi pó galheiro...
RIM Rumors Subside After Samsung Denial
3 comments | January 19, 2012
By David Berman
Research In Motion Ltd. (RIMM) sputtered on Wednesday after Samsung Electronics Co. (SSNLF.PK) denied a report suggesting that the handset maker was interested in buying the Canadian-based BlackBerry maker – but the shares are showing some life: After falling sharply at the start of trading, they were making a modest comeback from the day’s trough.
Is there still some life in the takeover rumours? In Toronto, RIM surged 5.3 per cent on Tuesday after a report on the BGR blog said that Samsung was keen to buy RIM, but not so keen on the price RIM was asking. On Wednesday, though, Bloomberg News reported that Samsung has “never” considered making an offer for RIM – according to the company’s spokesperson, at least.
Rumours of an impending takeover offer have been swirling for some time, mostly due to RIM’s sagging share price than any sound argument that RIM would make a good strategic fit with another technology company. Shares have fallen more than 90 per cent from their high in 2008 – first due to the collapse of global economic growth, then due to the company’s sliding North American market share.
However, since mid-December, the shares have rebounded 34 per cent.
Disclosure: None
http://seekingalpha.com/article/320512- ... urce=yahoo
RIM Rumors Subside After Samsung Denial
3 comments | January 19, 2012
By David Berman
Research In Motion Ltd. (RIMM) sputtered on Wednesday after Samsung Electronics Co. (SSNLF.PK) denied a report suggesting that the handset maker was interested in buying the Canadian-based BlackBerry maker – but the shares are showing some life: After falling sharply at the start of trading, they were making a modest comeback from the day’s trough.
Is there still some life in the takeover rumours? In Toronto, RIM surged 5.3 per cent on Tuesday after a report on the BGR blog said that Samsung was keen to buy RIM, but not so keen on the price RIM was asking. On Wednesday, though, Bloomberg News reported that Samsung has “never” considered making an offer for RIM – according to the company’s spokesperson, at least.
Rumours of an impending takeover offer have been swirling for some time, mostly due to RIM’s sagging share price than any sound argument that RIM would make a good strategic fit with another technology company. Shares have fallen more than 90 per cent from their high in 2008 – first due to the collapse of global economic growth, then due to the company’s sliding North American market share.
However, since mid-December, the shares have rebounded 34 per cent.
Disclosure: None
http://seekingalpha.com/article/320512- ... urce=yahoo
- Mensagens: 35428
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"RIM: Objects in Motion"
By Todd Harrison
Jan 18, 2012
10:00 am
"Buy despair and sell hope.
Research in Motion (RIMM) rallied more than 11% yesterday on a report that it was weighing several options, including an outright sale of the company, before settling for an 8% gain. To quote the unconfirmed report that sparked the move higher:
“We have heard the company is looking for more than $10 billion for a full sale, likely somewhere in the $12 billion to $15 billion range, or between approximately $22.90 and $28.60 per share. RIM’s market capitalization currently sits at about $8.5 billion, though several analysts think that even $8.5 billion is more than an interested party would consider bidding at the moment."
I’ve been involved in this stock since December 2011 given my sense that this once-noble brand would rise from the ashes after it was purged by fund managers into year-end. In fact, I offered last week that my antennae vibed move into the low to mid-twenties, although I had "nothing" by way of a legitimate edge (which is precisely the reason you always define your risk).
I’ve aggressively "traded around" this position, buying dips to sell blips, while keeping my ear to the ground. In fact, I bought more stock last week (in real-time on the Buzz), which gave me the ammunition to steadily feed the ducks (read: make sales) into this outsized move.
Yesterday, in real-time on the Buzz & Banter, I posted the following fare:
I may be channeling History of the World but there's suddenly an abundance of gamesmanship in Research in Motion. I've been in this name for a month but the speculation is suddenly en fuego, citing potential (and unconfirmed) suitors such as Samsung, Google (GOOG) and Microsoft (MSFT).
Do I think they get bought? I haven't the slightest idea, nor was that central to my trade thesis.
Is there a slew of fast money in the name now—folks who bought it for the takeover? Absolutely.
Could they be right? I suppose but again, I've never made money buying takeover targets, although I've made a lot of money buying strong companies that happened to get taken over.
Either way and anyway, I’ve used this 10% lift as an opportunity to scale out of most of my stock and lock in some well-earned gains. I'm keeping the proverbial placeholder in hand—about 10% of the common stock position I entered the day with—and will either add back exposure on a pullback or will punt the leaves into additional strength.
Either way, I will remind myself that it was a pure trade and trades are made to be taken.
Last night, after we put the kids to bed, I was surfing through Bloomberg when the headline hit. Samsung announced that it is NOT buying Research in Motion and offered, for good measure, that it's never even considered it! It also communicated that it isn't interested in licensing RIM’s software, which was another potentially bullish scenario.
It’s better to be lucky than smart and I’ve reminded myself of that axiom. The question I must now wrestle with is the forward plan; I punted most of my exposure because 1) it was up 44% from the December low and 2) it felt frothy given all the “fast money” in the name.
I will monitor the price action and trade accordingly as a function of time and price. I still like the name, but it’s entirely more crowded now than it was in December, and if we’ve learned anything of late, it’s that crowd mentalities sometimes act irrational.
As always, I hope this finds you well.
R.P."
(in www.minyanville.com)
By Todd Harrison
Jan 18, 2012
10:00 am
"Buy despair and sell hope.
Research in Motion (RIMM) rallied more than 11% yesterday on a report that it was weighing several options, including an outright sale of the company, before settling for an 8% gain. To quote the unconfirmed report that sparked the move higher:
“We have heard the company is looking for more than $10 billion for a full sale, likely somewhere in the $12 billion to $15 billion range, or between approximately $22.90 and $28.60 per share. RIM’s market capitalization currently sits at about $8.5 billion, though several analysts think that even $8.5 billion is more than an interested party would consider bidding at the moment."
I’ve been involved in this stock since December 2011 given my sense that this once-noble brand would rise from the ashes after it was purged by fund managers into year-end. In fact, I offered last week that my antennae vibed move into the low to mid-twenties, although I had "nothing" by way of a legitimate edge (which is precisely the reason you always define your risk).
I’ve aggressively "traded around" this position, buying dips to sell blips, while keeping my ear to the ground. In fact, I bought more stock last week (in real-time on the Buzz), which gave me the ammunition to steadily feed the ducks (read: make sales) into this outsized move.
Yesterday, in real-time on the Buzz & Banter, I posted the following fare:
I may be channeling History of the World but there's suddenly an abundance of gamesmanship in Research in Motion. I've been in this name for a month but the speculation is suddenly en fuego, citing potential (and unconfirmed) suitors such as Samsung, Google (GOOG) and Microsoft (MSFT).
Do I think they get bought? I haven't the slightest idea, nor was that central to my trade thesis.
Is there a slew of fast money in the name now—folks who bought it for the takeover? Absolutely.
Could they be right? I suppose but again, I've never made money buying takeover targets, although I've made a lot of money buying strong companies that happened to get taken over.
Either way and anyway, I’ve used this 10% lift as an opportunity to scale out of most of my stock and lock in some well-earned gains. I'm keeping the proverbial placeholder in hand—about 10% of the common stock position I entered the day with—and will either add back exposure on a pullback or will punt the leaves into additional strength.
Either way, I will remind myself that it was a pure trade and trades are made to be taken.
Last night, after we put the kids to bed, I was surfing through Bloomberg when the headline hit. Samsung announced that it is NOT buying Research in Motion and offered, for good measure, that it's never even considered it! It also communicated that it isn't interested in licensing RIM’s software, which was another potentially bullish scenario.
It’s better to be lucky than smart and I’ve reminded myself of that axiom. The question I must now wrestle with is the forward plan; I punted most of my exposure because 1) it was up 44% from the December low and 2) it felt frothy given all the “fast money” in the name.
I will monitor the price action and trade accordingly as a function of time and price. I still like the name, but it’s entirely more crowded now than it was in December, and if we’ve learned anything of late, it’s that crowd mentalities sometimes act irrational.
As always, I hope this finds you well.
R.P."
(in www.minyanville.com)
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A probabilidade é mais elevada de a Samsung comprar a IDCC, eles precisam da tecnologia da Interdigital em virtude do seu enorme pacote de patentes da 4G. O principal cliente da IDCC é a Samsung, é uma questão simples de lógica empresarial. Haver vamos, mas eu tenho elevadas posições na IDCC, como referi aqui, nestes patamares.
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Análises Técnicas de activos cotados em Wall Street. Os artigos do AC Investor podem também ser encontrados diariamente nos portais financeiros, Daily Markets, Benzinga, Minyanville, Solar Feeds e Wall Street Pit, sendo editor e contribuidor. Segue-me também no Twitter : http://twitter.com/#!/ACInvestorBlog e subscreve a minha newsletter.
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Eles desmentem...
Samsung says no interest in buying troubled RIM
(Reuters) - Samsung Electronics Co said on Wednesday it was not interested in buying ailing Blackberry maker Research In Motion or licensing its operating system, refuting a tech blog report that RIM was seeking to sell itself to the South Korean technology giant.
Shares of RIM, which has been the subject of continuous takeover speculation with its stock valuation lingering at multi-year lows, jumped more than 10 percent on the report before falling back after Samsung's denial.
Product delays and profit warnings have eroded confidence in Canada-based RIM, once at the cutting edge of smartphone technology for business users, and its management.
"We haven't considered acquiring the firm and are not interested in (buying RIM)," Samsung spokesman James Chung said.
Chung also said Samsung had not been approached by the Canadian firm for a takeover and was not interested in licensing RIM's mobile platform.
The Boy Genius Report website cited an unidentified source as saying that RIM co-chief executive Jim Balsillie was meeting with companies interested in either licensing its software or buying a part or all or RIM, with Samsung leading the pack.
After Samsung's denial, Nasdaq-listed RIM shares tumbled 5.3 percent to $16.55 in extended trading, after closing up 8 percent at $17.47. The stock rose as much as 11.1 percent.
"There's no merit (in Samsung buying RIM)," said Lee Sun-tae, an analyst at NH Investment & Securities.
"An acquisition would enable Samsung to have its own operating system but the cost is too high. Samsung didn't buy HP's webOS either for the same reason... BlackBerry sales are collapsing and one plus one will not become two."
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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A saga continua...
In Bloomberg : http://www.bloomberg.com/news/2012-01-1 ... maker.html
RIM Gains on Report of Samsung Interest
Research In Motion Ltd. (RIM), maker of the BlackBerry smartphone, rose 8 percent after a report that Samsung (005930) Electronics Co. may be interested in buying the company.
RIM advanced to $17.47 at the close in New York. Samsung may be interested in buying RIM, and no deal has been made because Waterloo, Ontario-based RIM is asking too much, the blog BGR reported today, without identifying its sources.
An acquisition of RIM, whose stock fell 75 percent last year amid market-share losses, would give Samsung an operating system that would help it differentiate from competition as it seeks to stay ahead of Apple Inc. (AAPL) Samsung now makes phones based on Google Inc.’s Android software and Microsoft Corp. (MSFT)’s Windows Phone, operating systems also used by rivals such as HTC Corp.
“This has been speculated before, and it does have logic to it in the sense that Samsung has no viable high-end smartphone operating system, and increasingly reselling Android or Windows Phone is being viewed as a commodity business,” said Tavis McCourt, a Morgan Keegan and Co. analyst in Nashville, Tennessee.
Tenille Kennedy, a spokeswoman for RIM, and Brett White, a spokesman for Samsung, both declined to comment.
At about $9.2 billion, RIM’s market capitalization is a fraction of Samsung’s $133 billion. Short of an acquisition, RIM could strike a technology-licensing deal with Samsung, McCourt said.
Takeover Speculation
RIM’s new BlackBerry models with touch screens and upgraded browsers, introduced last year, have failed to stop customers from opting for the iPhone and Android devices. The slump in the company’s share price prompted investment firm Jaguar Financial Corp. to call for RIM to split into separate companies, seek a buyer and shake up its management.
RIM’s stock has jumped at least 5 percent more than 10 times since the beginning of August on speculation a decline in its valuation will invite a takeover.
The company’s share of U.S. mobile-phone subscribers in the three months through November dropped to 6.5 percent from 7.1 percent in the previous quarter, according to research firm ComScore Inc. Samsung, based in Suwon, South Korea, increased to 25.6 percent from 25.3 percent, and Apple gained 1.4 percentage point to 11.2 percent.
Samsung said this week it is seeking to raise money through its first overseas bonds since 1997. The company, a supplier to Apple, plans to expand production capacity at a Texas factory making chips used in mobile devices.
In Bloomberg : http://www.bloomberg.com/news/2012-01-1 ... maker.html
Pensa e faz que pensas. Do cansaço dos outros faz a tua oportunidade. Faz tocar o despertador para emoções alheias. Mais importante que tudo, FAZ!
- Mensagens: 247
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Elias Escreveu:Esses rumores de OPA não são de hoje...
Pois não, mas 'algo' se passou recentemente.
Desde meados de Dezº já subiu 40%...
- Anexos
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- RIMM170112.PNG (24.52 KiB) Visualizado 1287 vezes
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
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A RIM foi das piores empresas de 2011, e não me refiro a comportamento bolsista. Os produtos Blackberry fartaram-se de dar bugs pelo mundo inteiro, as actualizações chegaram a complicar ainda mais a vida e a inovação que há 2 anos caracterizou esta empresa estranhamente gerida por 2 CEO's em conjunto desvaneceu-se.
Para mim, a RIM enquanto empresa independente morreu há vários meses. O iPhone e o próximo Windows Phone 8 irão agarrar o mercado dos dispositivos móveis do segmento alto profissional e o BlackBerry já não tem espaço nem fôlego. Foi um excelente telemóvel do ponto de vista prático, sem dúvida, mas morreu.
A Nokia não vai comprar coisa nenhuma. Está sem dinheiro e mal consegue respirar agora que vai usar o SO da Microsoft. Vamos ver lá pra Agosto se eles ainda se conseguem levantar. É o vai ou racha.
Não estava à espera que a Samsung fosse pelas compras, mas também é verdade que compraram uma divisão da Sony há umas semanas e estão cheios de cash devido a terem despejado o mercado de smartphones e tablets low e middle-end.
Vamos a ver. A IBM também anda muito incógnita neste mercado ultimamente. A Amazon tem o Kindle e tá a correr bem, talvez queira juntar a tecnologia da Blackberry em saldo.
Mas mesmo assim... a comprar a BlackBerry, só se for por causa das patentes e talvez dos recursos humanos ligados à área porque do ponto de vista operacional... não me cheira a bom negócio. Mas eles saberão melhor que eu
Para mim, a RIM enquanto empresa independente morreu há vários meses. O iPhone e o próximo Windows Phone 8 irão agarrar o mercado dos dispositivos móveis do segmento alto profissional e o BlackBerry já não tem espaço nem fôlego. Foi um excelente telemóvel do ponto de vista prático, sem dúvida, mas morreu.
A Nokia não vai comprar coisa nenhuma. Está sem dinheiro e mal consegue respirar agora que vai usar o SO da Microsoft. Vamos ver lá pra Agosto se eles ainda se conseguem levantar. É o vai ou racha.
Não estava à espera que a Samsung fosse pelas compras, mas também é verdade que compraram uma divisão da Sony há umas semanas e estão cheios de cash devido a terem despejado o mercado de smartphones e tablets low e middle-end.
Vamos a ver. A IBM também anda muito incógnita neste mercado ultimamente. A Amazon tem o Kindle e tá a correr bem, talvez queira juntar a tecnologia da Blackberry em saldo.
Mas mesmo assim... a comprar a BlackBerry, só se for por causa das patentes e talvez dos recursos humanos ligados à área porque do ponto de vista operacional... não me cheira a bom negócio. Mas eles saberão melhor que eu
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A RIM (BlackBerry) deve ter os dias contados como empresa independente...
Samsung reportedly 'front runner' in RIM purchase
BlackBerry maker Research In Motion is again at the center of buyout rumors and this time the speculated buyer is consumer electronics giant Samsung.
Among other possible suitors believed to be interested in RIM are Nokia, Microsoft and Amazon, which sent shares in the smartphone and tablet maker up as much as 10% in December when the rumor mill was churning.
On Tuesday, after the website BGR published a story that stated Samsung was the "front runner" to purchase RIM, stock in the Canadian company rose $1.30, or 8.04%, to $17.47 per share.
"Research In Motion is currently weighing every single option it can think of in an effort to reverse a negative trend that is approaching a boiling point for investors," BGR said. "Reports that RIM is currently in talks to license its software to other vendors are accurate according to our trusted sources, though we have been told that RIM is most likely leaning toward an outright sale of one or more divisions, or even the whole company."
RIM officials were unavailable to comment on the BGR report on Tuesday.
The negative trend mentioned by BGR is a well-documented slide at RIM that didn't relent in 2011. In December, RIM recorded a $485-million loss on unsold PlayBook inventory after the tablet failed to live up to sales expectations since its launch in April. Every model of the PlayBook was also cut to $299 in a move to entice consumers.
With sales of the PlayBook slow, no wireless carriers have stepped up to offer a 3G or 4G version of the BlackBerry tablet as RIM had originally planned.
RIM also dealt with multiple product delays, employee layoffs, service outages, contracting market share, disappointing earnings results and declining stock prices in 2011.
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
- Registado: 4/11/2002 22:48
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RIMM - rumores de opa
O "rumor do dia" é que a IBM está interessada em comprar a RIMM.
Mais alguém "ouviu" isso?
Mais alguém "ouviu" isso?
As pessoas são tão ingénuas e tão agarradas aos seus interesses imediatos que um vigarista hábil consegue sempre que um grande número delas se deixe enganar.
Niccolò Machiavelli
http://www.facebook.com/atomez
Niccolò Machiavelli
http://www.facebook.com/atomez
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- Mensagens: 5852
- Registado: 4/11/2002 22:48
- Localização: Entre Marte e Vénus
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