Petróleo sob pressão após ataque dos EUA ao Irão

[RISCAS]

Bem, esta saga ainda vai durar uns tempos...
Como diz o AC, é pô-las no baú e esperar...

http://www.bloomberg.com/news/2011-10-2 ... -sale.html

Abraço
Clinico

Chegou o dia da FESTA !!! Ontem fechou no after-hours a subir 6% depois do bloomberg ter relevado já compradores.

É só esperar mais algumas horas para se assitir a mais uma corrida ás acções....


Yahoo Stock Gets Gaslit by Bidders Dangling Phantom $20 a Share Bid

On the very day Yahoo’s board is considering actual bids from two private equity firm interested in deals to buy close to 20 percent of the company for between $16.50 and $17.50 a share, comes a spate of eerily similar breathless media postings that there’s another bid in the making for $20!

That’s totes better, right? I mean, how can Yahoo’s directors accept a real, live lesser-priced bid now when there’s a prettier one in the fog just ahead.

No, really, it’s there — if you squint really, really hard.

Except it’s not even close, when you actually check with two of the key members of the group of alleged buyers, which would apparently be Blackstone, Bain Capital and Yahoo’s Asian partners, Alibaba Group and SoftBank.

Sources close to Blackstone and Alibaba said while there have been talks, which have been previously reported weeks ago here and elsewhere, there is no bid in the offing that is close to fruition and at that price.

In an unusual public statement, in fact, Alibaba’s John Spelich said flatly: “Alibaba Group has not made a decision to be part of a whole-company bid for Yahoo.”

This from a company whose voluble CEO Jack Ma is prone to making giant and noisy speeches to signal his interest in finding a way — any way — to get back shares of the Chinese Internet giant from Yahoo.

Not this time and several sources close to Alibaba reiterated that it was no where near close to any bid as yet and that a price is still up in the air. In addition, sources added, Alibaba might decide to work with another PE group, such as Providence Equity.

In addition, sources noted that if Alibaba could strike an adequate deal with private equity bidders to get back a large chunk of the stake back, it would be highly preferable to a hostile takeover of Yahoo that could end in tears and little else.

“The threat of a takeover is more useful than the damage an actual takeover would cause for everyone,” said one person close to the situation. “No one wants this to be unfriendly.”

So why the rumors — doubtlessly being spread around by hopelessly cynical Wall Street types interested only in stock manipulation — surfacing today?

Simple: To get some easy-to-play media outlet to bite, report it as speculative fact and cause the stock of Yahoo to take flight tomorrow.

Hey, it could happen!

Sadly, this junior-league trick has already worked — Yahoo shares were up a dollar in after-hours trading tonight to $16.72.

It is likely to go even higher tomorrow, which could cause the board of Yahoo to delay accepting either of the partial bids from Silver Lake or TPG Capital, even if they were the best thing for the company and its employees.

Except that the job of the Yahoo board is to evaluate what’s before them and not what is perhaps, someday, soon, wait-by-the-phone, really soon, I promise is going to be delivered.

In fact, several sources noted that the Yahoo board has not even asked for parties to submit whole-company bids yet.

When and if Yahoo’s board does that and if something better actually comes down the pike, with a much fatter price tag of $20 or more, then the directors can then mull that over.

That would be the prudent thing to do for the company, its employees and its shareholders, even if Yahoo’s stock gets a temporary lift now.

Maybe I am just a hopeless Silicon Valley romantic and not a hardened Wall Street M&A type, but the survival of Yahoo is the real point here, rather than the lining of bankers already fee-stuffed pockets.

And anything other than that is just fog.

http://allthingsd.com/20111130/yahoo-st ... hoo_ticker

Boa Tarde
Abriu a 16,40€ ainda não parou de descer, podes actualizar o grafico ?

Obrigado

(RISCAS)

[Clinico]

Boa! Obrigado Elias
Abraço
Clinico

[Elias]

Clinico, experimenta ver aqui: http://data.cnbc.com/quotes/yhoo

[Clinico]

AC,por uma dificuldade qualquer do site, não consigo ver valores de Nasdaq premarket, pelo que não sei a quantas vamos.
Talvez seja altura para um reforçozito. Vamos ver
Abraço
Clinico

[AC Investor Blog]

Bem, esta saga ainda vai durar uns tempos...
Como diz o AC, é pô-las no baú e esperar...

http://www.bloomberg.com/news/2011-10-2 ... -sale.html

Abraço
Clinico

Chegou o dia da FESTA !!! Ontem fechou no after-hours a subir 6% depois do bloomberg ter relevado já compradores.

É só esperar mais algumas horas para se assitir a mais uma corrida ás acções....


Yahoo Stock Gets Gaslit by Bidders Dangling Phantom $20 a Share Bid

On the very day Yahoo’s board is considering actual bids from two private equity firm interested in deals to buy close to 20 percent of the company for between $16.50 and $17.50 a share, comes a spate of eerily similar breathless media postings that there’s another bid in the making for $20!

That’s totes better, right? I mean, how can Yahoo’s directors accept a real, live lesser-priced bid now when there’s a prettier one in the fog just ahead.

No, really, it’s there — if you squint really, really hard.

Except it’s not even close, when you actually check with two of the key members of the group of alleged buyers, which would apparently be Blackstone, Bain Capital and Yahoo’s Asian partners, Alibaba Group and SoftBank.

Sources close to Blackstone and Alibaba said while there have been talks, which have been previously reported weeks ago here and elsewhere, there is no bid in the offing that is close to fruition and at that price.

In an unusual public statement, in fact, Alibaba’s John Spelich said flatly: “Alibaba Group has not made a decision to be part of a whole-company bid for Yahoo.”

This from a company whose voluble CEO Jack Ma is prone to making giant and noisy speeches to signal his interest in finding a way — any way — to get back shares of the Chinese Internet giant from Yahoo.

Not this time and several sources close to Alibaba reiterated that it was no where near close to any bid as yet and that a price is still up in the air. In addition, sources added, Alibaba might decide to work with another PE group, such as Providence Equity.

In addition, sources noted that if Alibaba could strike an adequate deal with private equity bidders to get back a large chunk of the stake back, it would be highly preferable to a hostile takeover of Yahoo that could end in tears and little else.

“The threat of a takeover is more useful than the damage an actual takeover would cause for everyone,” said one person close to the situation. “No one wants this to be unfriendly.”

So why the rumors — doubtlessly being spread around by hopelessly cynical Wall Street types interested only in stock manipulation — surfacing today?

Simple: To get some easy-to-play media outlet to bite, report it as speculative fact and cause the stock of Yahoo to take flight tomorrow.

Hey, it could happen!

Sadly, this junior-league trick has already worked — Yahoo shares were up a dollar in after-hours trading tonight to $16.72.

It is likely to go even higher tomorrow, which could cause the board of Yahoo to delay accepting either of the partial bids from Silver Lake or TPG Capital, even if they were the best thing for the company and its employees.

Except that the job of the Yahoo board is to evaluate what’s before them and not what is perhaps, someday, soon, wait-by-the-phone, really soon, I promise is going to be delivered.

In fact, several sources noted that the Yahoo board has not even asked for parties to submit whole-company bids yet.

When and if Yahoo’s board does that and if something better actually comes down the pike, with a much fatter price tag of $20 or more, then the directors can then mull that over.

That would be the prudent thing to do for the company, its employees and its shareholders, even if Yahoo’s stock gets a temporary lift now.

Maybe I am just a hopeless Silicon Valley romantic and not a hardened Wall Street M&A type, but the survival of Yahoo is the real point here, rather than the lining of bankers already fee-stuffed pockets.

And anything other than that is just fog.

http://allthingsd.com/20111130/yahoo-st ... hoo_ticker

[Clinico]

Bem, esta saga ainda vai durar uns tempos...
Como diz o AC, é pô-las no baú e esperar...

http://www.bloomberg.com/news/2011-10-2 ... -sale.html

Abraço
Clinico

[Clinico]

Sim AC, na realidade, depois de tantos "boatos" que a Yahoo ia ser comprada, parece-me que desta vez "algo" se move mais a sério para se atirarem á Yahoo. E quantos mais players houver, mais renhida será a luta, o que é de bom prognóstico para a evolução da cotação. Já não é só a Alibaba...

Disclosure - tenho umas poucas centenas de Yahoos

Abraço
Clinico

[AC Investor Blog]

Fica o gráfico actual.... a noticia de ontem, está ser reportada em várias fontes financeiras e ninguém desmentiu.

[AC Investor Blog]

Agora chegou a vez da Google .... Wow.... Será que posso sonhar com a segunda OPA de uma big cap ( mercado americano ) nos meus portefólios ainda antes do final do ano ? Seria a cereja no topo do bolo.... Estou mesmo com muita curiosidade para ver abertura na segunda-feira... isto começa aquecer....

Google May Finance an Offer to Acquire Yahoo

Google Inc. (GOOG) is considering providing financing for an acquisition of Yahoo! Inc. by another company or a group of bidders, according to a person who has been briefed on the matter.

The company may opt not to take part in any offer and hasn’t engaged in serious discussions with would-be partners, said the person, who asked not to be identified because the deliberations are private.

Yahoo is weighing strategic options after firing former Chief Executive Officer Carol Bartz, in part for her failure to keep pace with Google in the online advertising market. Google, which is under regulatory scrutiny from governments around the world, may lend its financial support to preserve Yahoo as a rival and bolster competition in the Internet industry, said Greg Sterling, an analyst at Opus Research in San Francisco.

“If competition dissipates or diminishes, then the hand of regulators is strengthened,” Sterling said. “If competition is diminished or marginalized, then all the arguments about Google being a monopoly ring more true.”

Google, which has $42.6 billion in cash and short-term investments, is considering helping finance other bidders, rather than trying to acquire Yahoo outright, the person said.
FTC Review

The U.S. Federal Trade Commission began a review of Google’s business practices, including search and advertising, the company said in a regulatory filing in June. The European Union and the state of Texas also have begun investigations of the company’s leadership in search and advertising markets.

Potential financing by Google for a bid for rival Yahoo has parallels with the $150 investment that Microsoft Corp. (MSFT) made in competitor Apple Inc. in 1997 to help preserve competition in the computer market, Sterling said.

Still, regulators might scrutinize any Yahoo acquisition effort that involves Google. The U.S. government threatened to challenge an earlier proposal by Google to place ads on Yahoo’s site, causing Google to abandon the effort in 2008.

Representatives of Sunnyvale, California-based Yahoo and Mountain View, California-based Google declined to comment. The Wall Street Journal reported earlier today that Google is considering financing a bid by private equity firms for Yahoo.

A growing roster of private equity firms is considering whether to pursue Yahoo, which has a market value of $20.35 billion. Microsoft is weighing providing financing, a person familiar with the matter has said.

A potential investment by Microsoft, a longtime Google rival, also may have prompted Google’s interest in a financing deal involving Yahoo, Sterling said.
Alibaba Interest

Alibaba Group Holding Ltd., whose largest shareholder is Yahoo, has said it’s “very interested” in the Web portal, an arrangement that would help the Chinese company buy back its 43 percent stake.

KKR & Co. and Blackstone Group LP (BX) are among firms weighing an offer for Yahoo, people familiar with the matter said earlier this month. Alibaba has discussed a plan with Silver Lake and Russia’s Digital Sky Technologies to make a joint bid, people familiar with the matter have said. Another group interested in an offer includes Providence Equity Partners Inc. and former News Corp. executive Peter Chernin, people have said.

Google advertising customers are able to buy space on Yahoo sites through Google’s Invite Media service, according to the person familiar with Google’s deliberations.

Source : Bloomberg

http://www.bloomberg.com/news/2011-10-2 ... cmpid=yhoo

[Elias]

Ja sobe 3% no after

[AC Investor Blog]

Yahoo reports Q3 EPS 21c vs. consensus 17c

[spaciencia]

Um fecho acima da resistência e temos caminho aberto até aos $18....

Pois, mas está difícil... e o volume anda fracote

[AC Investor Blog]

Um fecho acima da resistência e temos caminho aberto até aos $18....

[AC Investor Blog]

Via meu twitter : ALERT : $YHOO Yahoo bid being weighed by KKR, Blackstone, others, Bloomberg says

[AC Investor Blog]

Alguém reparou no head and shoulders invertido que foi activado com projecção nos 19.5?

Aqui fica ele !!!

[defst0ned]

Alguém reparou no head and shoulders invertido que foi activado com projecção nos 19.5?

[AC Investor Blog]

Mais um PUMP previsto para hoje..... Yes baby

http://www.bloomberg.com/news/2011-10-1 ... cmpid=yhoo

A Yahoo foi analisada este fim-de-semana no meu blog. Tal como disse anteriormente, estou fortemente longo na Yahoo.

[karlitos]

Não vi noticiado, mas fala-se que a microsoft volta à carga para comprar a Yahoo!

http://economico.sapo.pt/noticias/yahoo ... 28314.html

Os títulos da Yahoo ganharam mais de 10% na reacção à notícia que relatou o interesse da Microsoft na tecnológica.

Depois do falhanço em 2008, a Microsoft poderá voltar à carga pela Yahoo, avançou hoje a agência Reuters, citando fontes próximas do processo. Na reacção, os títulos da Yahoo dispararam mais de 10%, fechando nos 15,82 dólares. Esta cotação avalia a tecnológica em cerca de 20 mil milhões de dólares, dez vez menos que a Microsoft, que hoje valorizou 2%.

O interesse renovado da Microsoft na Yahoo acabou por marcar uma sessão em que Wall Street nunca conseguiu acompanhar os fortes ganhos vistos nas bolsas europeias. Depois de uma abertura em zona de perdas, o índice Dow Jones encerrou hoje a avançar 1,21%, enquanto o S&P 500 acelerou 1,79% e o tecnológico Nasdaq deu um passo em frente de 2,32%.

A alimentar a pressão compradora esteve sobretudo declarações de vários responsáveis europeus, incluindo da chanceler alemã, no sentido de uma acção concertada ao nível europeu para recapitalizar o sector financeiro. O relatório da ADP sobre a criação de emprego, em Setembro, no sector privado norte-americano superou as estimativas dos economistas e também deu cor aos ganhos em Wall Street.

[AC Investor Blog]

Proxima paragem $15.60..

A análise de hoje recai sobre novamente a minha menina chamada Yahoo, que se apresenta com óptimo aspecto técnico. Apesar disso também não fugiu ao sentimento negativo dos ultimos dias e desvalorizou cerca de 12% desde os seus máximos em Setembro.

De facto, a Yahoo tem andado apoiada sobre os rumores de uma iminente OPA, rumores esses que cada vez mais parecem vir a ser veridicos.... com a tomada de interesses dos seus pares. A quebra ontem da resistência na zona dos 14.20 ( 20 MM ) é mais um sinal de que o título ainda não esgotou a sua tendênca. A próxima resistência significativa encontra-se agora só por volta dos 15.60 ( 200 MM ). A YHOO é, sem dúvida nenhuma, dos títulos americanos que exibe melhor aspecto técnico e o seu potencial de valorização não parece ainda estar esgotado. Como disse anteriormente, a Yahoo faz parte dos meus portefolios, desde que tomei conhecimento da partida da CEO....

[AC Investor Blog]

A cereja no topo do bolo....

http://online.wsj.com/article/SB1000142 ... 22242.html

Yahoo Inc. is preparing to send financial information to potential buyers in the coming days, signaling the Internet company's willingness to run a sale process for all or parts of Yahoo, people familiar with the matter said.

Long-time Yahoo banker Goldman Sachs Group Inc. and Allen & Co., which is assisting Yahoo's board in a strategic review, are expected to send out some financial highlights to private-equity firms, other potential bidders and potential partners, the people said. The information package will stop short of a traditional "book" but will contain select public and non-public data on Yahoo's growth and revenue projections, they added.

Last month, several Yahoo board members informed employees in a memo that the company's financial advisers were "fielding inquires from multiple parties that have already expressed interest in a number of potential options."

Yahoo last month ousted its chief executive and is undergoing a strategic review to determine the best course of action for the company, which has been hit by competition from rivals such as Google Inc. and Facebook Inc. Yahoo's board is evaluating alternatives including selling assets or striking partnerships, and is also proceeding with a CEO search, people familiar with the matter have said.

The interest from potential buyers and partners is one factor spurring Yahoo's board to authorize its bankers to share financial information, the people said. The financial data being prepared could help potential partners assess whether content or advertising tie-ups are feasible, they said.

Several private-equity firms are working with advisers to assess the value of Yahoo's assets, though it is unclear how many parties will actually put in a bid.

Last week, Jack Ma, the chairman of Chinese e-commerce giant Alibaba Group Holding Corp. said he's "very interested" in buying all of Yahoo. However, Mr. Ma has not yet approached Yahoo to discuss an offer, the people said.

Technology bankers said they expect bidders to team up and make offers for different parts of Yahoo's business, rather than bid for the entire company. For instance, private-equity firm Silver Lake Partners is talking with various interested parties, from Alibaba to rival buyout firms, about joining forces, but hasn't decided whether it will bid or with whom, one person people familiar with the matter said.

Earlier this month, Silver Lake, Russian investment firm Digital Sky Technologies and others disclosed a planned $1.6 billion investment in Alibaba, of which Yahoo owns 40%. Mr. Ma has made no secret of the fact that he would like to buy back the stake.

The Yahoo stake in Alibaba has been a hurdle for Yahoo in figuring out its future, partly because the partnership has been rocky one. Yet the company cannot easily sell the stake, mainly because it would incur a heavy tax bill. The new investment in Alibaba would value Yahoo's Alibaba stake at almost $13 billion.

Yahoo has a market capitalization of about $17.6 billion. Its stock was trading up about 5.5% on Tuesday afternoon to about $14.29 per share.

[Clinico]

AC tenho estado a olhar para a Yahoo há uns tempos, e independentemente destas notícias, a AT não está nada famosa. Fechou abaixo da MM200 e com martelo invertiodo.
Mesmo que os chineses a queiram comprar, poderão querer esperar por melhor momento para oferta.
Abraço
Clinico

[AC Investor Blog]

Tal como aconteceu com a Motorola, continuo na espectactiva que agora é o momento para o ataque à Yahoo por parte dos chineses, dado a exposição desta á Alibaba que é de 43%, muito fruta...... o gráfico é bastante notório de elevada acumulação de papel por parte dos instituicionais. Os contratos de opções call para Outubro estão bastantes expostos, com transacções milionárias. Tenho YHOO adquiridas nesta rally após apartida da CEO, apenas com o intuito de serem vendidas após aquisição.

Esta entrevista foi ontem reportada após fecho do mercado :

Chinese Internet billionaire Jack Ma made it official Friday: He wants to own Yahoo (YHOO), the troubled Internet portal that is the subject of takeover rumors.

Ma also said he's planning to spend the next year as a student of U.S. culture, preparing for a future when his Internet conglomerate, the Alibaba Group, and other Chinese Internet companies will have a stronger role in the U.S. Much of his time will be spent in Silicon Valley, although he also plans to travel around the U.S.

Speaking at a Stanford conference on the growth of the Internet in China, the first question the Alibaba CEO fielded from the audience was about buying Yahoo.

"Yes, we are very interested in that," Ma said. "We are very interested in Yahoo because our Alibaba Group is so important to Yahoo and Yahoo is also very important to us."

Yahoo owns a 43 percent stake in Alibaba.

Ma said Alibaba is already talking to Yahoo and other suitors about a purchase of the Sunnyvale-based company, and would pursue an acquisition of Yahoo's entire business.

"It's more complicated than we thought, and there are so many people interested in that. We are talking to them, and they are talking to us," Ma said, adding that there are not only money but political issues involved.

"I cross my fingers, just to say, we are very, very interested," Ma said.

Yahoo spokeswoman Dana Lengkeek declined to comment on Ma's statements or the company's process of considering suitors.

In July, Yahoo and Alibaba concluded a painful, drawn out negotiation over the future of Alipay, an online payments service spun off by Alibaba into a separate company controlled by a group led by Ma.

The spinoff earlier this year happened without the knowledge of Yahoo's shareholders. It was a drawn-out debacle that further soured Yahoo's already unhappy shareholders on the company and its leadership. CEO Carol Bartz was fired last month.

Under the complex deal between the companies, Alibaba would receive a payment of $2 billion to $6 billion from Alipay if it goes public within the next decade. Part of that would ultimately flow to Yahoo.

Ma said Friday that he is not convinced that he got the better end of the deal because Alipay's business model is not yet mature.

"They are happy," he said of Yahoo. "I'm half burnt. But it's a challenge. I'm facing a lot of tough days. This is one of the tough things I have to face."

Ma said that while he and Yahoo co-founder Jerry Yang remain "pretty close friends," his close-up view of Yahoo's problems in recent months means his company is best positioned to buy and operate the Sunnyvale-based Internet company. Alibaba has a local office in Santa Clara.

Ma said that as a young entrepreneur he visited Silicon Valley in 1999, looking for a venture capital investor. He returned to China without financial backers but with a powerful belief that he could translate what the valley had become to China.

"I think I went back to China with the American dream," Ma said.

One thing Ma said has always surprised him is that while American business leaders say the huge Chinese market is very important to them, they are not willing to spend time there learning the country and its culture.

An Alibaba spokeswoman said the company would have no further comment about its plans with Yahoo, or Ma's plans over the next year.

Ma said he arrived in the U.S. 15 days ago and plans to spend much of the next year here -- relaxing, playing golf and learning about the country and its economy. And, apparently, pursuing Yahoo.

"If you really want to know China, you've got to spend some time there," Ma, said "The U.S.A. is going to be a big market for us, and I really want to take time, put everything down, and spend time here."

http://www.siliconvalley.com/sv2020/ci_ ... source=rss

[ParadiseLost007]

Boa noite.

A verificar-se a compra da YHOO qual o valor q acham q a acção poderá passar a cotar ?

Obg. Abr.

[Elias]

Mas a situação de agora é bem diferente....

Claro, claro

[AC Investor Blog]

Basta ler o histórico deste tópico para ver que rumores de aquisição da Yahoo são recorrentes...

Mas a situação de agora é bem diferente.... Ontem entrei longo na casa dos 13.9...