Como se combate o populismo? "Com eleições", responde Fukuyama

[Mourinho]

acham que é de entrar?

[Jameson]

forbes

http://news.google.com/news?q=versatel

[GAB]

essa citação é datada de? fonte reuters?

[Jameson]

Versatel was the major decliner of the day, sinking 62.4 pct to 0.83 pct, after completing the sale of its German activities last week and the takeover of the rest of the company by Tele2. The share also traded ex-dividend

[Jameson]

não fui ganancias e consegui vender tudo a 1,19 no fecho... bora lá para outra

[Jameson]

história curiosa a Versatel...andava eu a dar uma vista de olhos nos titulos do AEX quando me deparei com a VRSA, chamou-me a atenção a volatilidade do titulo e depois de fazer uns rabiscos, perguntei-me a mim próprio se ela não estaria a desenvolver um triângulo simétrico no médio prazo (1º gráfico) pelo que decidi mantê-la debaixo de olho; na semana passada, antendo ao bom mometo dos mercados após os atentados, perguntei-me se ela não iria tentar fechar aquele gap no curto prazo, acrescentava aida aquele pequeno triângulo ascendente, pelo que entrei a 1,90; passado 2 dias ela abre em gap up, nas noticias do takeover da DTE, noticia que foi desmentida durante a manhã, nesta altura tive para as vender (1,95/196 talvez), mas tendo em conta ao historial da VRSA e possiveis takeovers, decidi fazer uso da AP (Análise Popular) e uma das suas principais regras: Não há fumaça sem fogo, pelo que manti a minha posição, na certeza que não desceria dos 1,90 nivel que agora deveria funcionar como suporte, na sexta subiu um pouco e hoje veio o comunicado da TELE 2 que tenciona comprar a Versatel por 2,20 a acção, a admin. e o maior accionista ( com 45%) da Versatel já se congratularam com a oferta da TELE 2, pelo que em pricipio o negócio já está feito...eu ainda mantenho as minhas, posso vendê-las agora 2,19. Estou indeciso : vende-las ou esperar que a Belgacom (ou outra) faça um oferta superior?
Em cenários como este, em que a oferta será concretizada em Setembro com a saida de bolsa, o q é de esperar do comportamento do titulo ( tendo em conta que o preço está definido em 2,20 e o accionista principal aceita a compra), vai lateralizar até lá? fará sentido manter a posição e esperar uma contra-oferta ?

[charles]

espero que tenhas entrado porque esdte titulo está de loucos, subiu 13€ devido á oferta da tele 2 a semana passada fontes da versatel desmentiram a noticia no entanto é caso para dizer onde há fumo há fogo, as vezes deviamos seguir mais os instintos....




AMSTERDAM/BRUSSELS, July 18 (Reuters) - The following Benelux stocks may be affected by newspaper reports and other factors on Monday:


VERSATEL

Swedish telecommunications provider Tele2 has offered 1.34 billion euros ($1.62 billion) in cash for Dutch telecoms company Versatel and will then sell on its German business to investment funds

[Jameson]

Agora sim !

UPDATE 2-Sweden's Tele2 bids 1.34 bln euros for Versatel
Monday 18 July 2005, 3:34am EST
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(Updates with bid details, background, marklet reaction)

By Wendel Broere

AMSTERDAM, July 18 (Reuters) - Swedish telecommunications provider Tele2 (TEL2b.ST: Quote, Profile, Research) has offered 1.34 billion euros ($1.62 billion) in cash for Dutch telecoms company Versatel (VERS.AS: Quote, Profile, Research), pushing its shares up 12 percent to an 11-week high.

Once Tele2, which has a market value around $4.3 billion, completes it offer, it plans to sell Versatel's German business to investment funds advised by British private equity group Apax Partners for about 565 million euros on an enterprise value basis, the companies said in a joint statement on Monday.

The deal will enable Versatel, which has an enterprise value of 1.13 billion euros, to benefit from Tele2's operations in the Benelux region amid consolidation in the European telecommunications market and a search for economies of scale.

The Dutch group, which last month abandoned strategic talks with Belgium's Belgacom (BCOM.BR: Quote, Profile, Research), said it would also benefit greatly from investment by Apax-led funds in its German operations, which contribute around 47 percent of core profits.

Tele2 plans to offer 2.20 euros per share in cash for Versatel's outstanding ordinary shares and around 132,274 euros in cash per note for the firm's outstanding convertible notes.

The offer represents a 14 percent premium over Versatel's closing share price of 1.93 euros on Friday and a 47 percent premium over the closing price of 1.50 euros on April 28, the day prior to the first reports on discussions with Belgacom.

Versatel's supervisory and management boards unanimously support the offer.

Shares in Versatel, which emerged from near bankruptcy almost three years ago, were 13.0 percent higher at 2.18 euros by 0730 GMT, making it the biggest gainer on the Amsterdam exchange. Tele2 shares were up 1.3 percent.

"It looks like a done deal. The major shareholder has agreed with this, so it doesn't look like there are going to be any hiccups and that is very good for the company," said Delta Lloyd trader Lex Bouwmeester.

(Additional reporting by Karl Emerick Hanuska)

[Jameson]

e nós ainda falamos mal da nossa bolsa ehehehe

Dutch ANP agency withdraws story on Versatel talks
Thu Jul 14, 2005 4:31 AM ET

AMSTERDAM, July 14 (Reuters) - Dutch news agency ANP said on Thursday it was withdrawing an earlier story saying that telecommunication firm Versatel (VERS.AS: Quote, Profile, Research) was in strategic talks with its main shareholder, Talpa, and Deutsche Telekom.

ANP editors said in a statement the news agency had received an email purporting to be from Versatel. Versatel has denied issuing any statement on Deutsche Telekom and Talpa.

"Unfortunately, in this case internal guidelines have not been followed and we failed to verify the statement with the source," the editors said in a statement, adding ANP would do all it could to find the sender of the message.
© Reuters 2005. All Rights Reserved.

[Jameson]

atingiu máximo 1,99 ao abrir agora recua um pouco com a negação

UPDATE 2-Versatel denies Deutsche Telekom talks statement
Thursday 14 July 2005, 2:52am EST
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(Adds Versatel denial)

AMSTERDAM, July 14 (Reuters) - Dutch telecommunications group Versatel (VERS.AS: Quote, Profile, Research) denied on Thursday it had made any statements on strategic cooperation talks with its main shareholder, Talpa, and Deutsche Telekom (DTEGn.DE: Quote, Profile, Research).

Dutch news agency ANP had cited a Versatel spokesman as saying the talks were at an advanced stage, while financial news agency Betten published the text of what it said was a press release from Versatel announcing the talks.

"We did not issue any statements," Versatel spokeswoman Cilesta van Doorn told Reuters. She declined to comment on whether there were any talks, in line with company policy.

Deutsche Telekom was not immediately available to comment.

Versatel, which is gearing up for a national launch of television services alongside its telecoms and Internet activities, earlier this year ended cooperation talks with Belgacom (BCOM.BR: Quote, Profile, Research).

Talpa is the investment vehicle of billionaire television producer John de Mol, who is preparing to launch a new Dutch commercial television channel, also named Talpa. De Mol was behind the pioneering reality television show Big Brother.

Talpa has a stake of about 42 percent in Versatel, which has a market capitalisation of 980 million euro ($1.20 billion).

Versatel aims to roll out a so-called triple play product -- offering customers combined telecoms, Internet and television services from one provider -- in a challenge to Dutch incumbent telecoms operator KPN (KPN.AS: Quote, Profile, Research) and cable companies.

Last month, Belgian mobile phone operator Mobistar denied local newspaper reports that it was in talks with Versatel to buy the Dutch group's Belgian activities.

Versatel, which is investing heavily in fast Internet infrastructure to deliver live football broadcasts to Dutch consumers over broadband, has also been the target of media and market speculation about a possible bid from Sweden's Tele2 (TEL2b.ST: Quote, Profile, Research) and TeliaSonera (TLSN.ST: Quote, Profile, Research).

[Jameson]

evolução do cof:

[Jameson]

gráfico anteriro para o médio prazo...e este é para o curto prazo..estou a ver se tem força para fechar o gap

[Jameson]

Gap por fechar o que a acontecer irá coincidir com uma LTa ( podemos ainda considerar a LTD, o q poderá significar um triângulo simétrico)

Aguardar para entrar na zona 1,60 ?