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speculating on a take over?

Dealraker, I think you missed the Art of the Deal here...Trump is luring Iran into negotiations with honey...everyone knows Iranian's love honey, especially in their baklava-like desserts! You beat them over the head with missiles, then give them everything they want plus some honey (especially Mamuka), and then WHAMO...you get them to sign over all of their nuclear material! Works every time. Cheers!

That’s what makes a market. I don’t expect them sell at these prices. I think they will ultimately sell the whole bank to a much larger European bank at a premium which will facilitate the exit.

Nice.

Yes. It is a bank. In Greece. That doesn't mean it can't compound nicely from here. But should it trade at much higher multiples? No.

Even simpler clarification: One was a deal, one is an MOU.

My bet is all the lucky Hynix and Samsung funboys are gonna pour all them bonus cash (and then some, borrow baby borrow) into real estate Average consumer? Probably tighten da belts even more due to higher cost of goods due to currency crashing Oh man it's gonna suck to pay these borrow fees to IBKR again for shorting EWY, like it's gonna suck ass

Man, we really are going to see no wealth effect on consumers on the way up and a massive recession once this turns around, won't we? Rip Coupang & co.

I know bro, so it can grind higher with Johnny Come Latelys jumping in da action But when a big number like 10k flashes across da headlines and smartphone feeds, you know something can turn baby, it can turn!

Close to 60% of the KOSPI are now Samsung and SK Hynix. Also this from the WSJ: https://www.wsj.com/world/asia/stock-market-ai-chips-taiwan-korea-01b7d385?mod=hp_lead_pos5

Wow - these guys and truly disgusting genocidal animals. This post was from the minister of security.

@djokovic1, thanks for the comment. Good luck with the pitch

For simple clarification:

Would love to see how thats going to work if they're serious. They have $1.5bn of debt already and are still paying earn outs. To take private would probably require $2.2bn of capital and they dont have the cash flow to cover almost any of that using debt. It would also take them out of the acquisition market for years. They made a massive acquisition at peak multiples and have watched industry valuations halve. Probably a lot of very.frustrated insiders saying "do something"

article is behind a paywall. when it went to print, speculators followed hence the volume/price spike. https://www.insuranceinsiderus.com/login-access?returnUrl=%2F&zephr_sso_ott=rhsIeg

I seriously thought about killing that bird.

Rapid rate increases, long length of time rate increases, and expanding broker stock PE multiples - while the "how long" isn't known...these guarantee other side-of-the-mountain outcomes. Wasn't intrinsic value actually being pressured downwards by sure-to-be-reversed or stagnated rate escalation - unsustainable rate increases? When the stock price of AJG for instance was getting higher and higher PE multiples...wasn't the future obvious - but timeline unknown? Stock prices Intrinsic value growth Rate cycle I think the three above move separately, not in unison. Isn't the best time to invest in times of violent rate decline times, when stock prices have been clobbered? It seems to me the progress of the business is much more steady than rates or stock prices. The business is emotionally stable; rates are "party late" and "sleep in" by nature; and stock prices are clearly manic depressive. Time of change for the three? Somewhat unknown, but the past is likely to give guidance. We also have AI affecting likely all three of the above, or at least it eventually will. I label this 100% unknown as to its affect.

Who knows precisely what "people" he is talking about. Clearly there are different elements of fanatics in control of Iran. That is one of the main issues with any negotiations. Who is in charge today and who will be in charge tomorrow? You still gotta try but with realistic expectations. Anything better than a nuclear-armed Iran should be deemed a success. Anything better than that is gravy.

Ah that's a shame. Our pond nearly had the same fate earlier this year. We don't have a huge garden and we were thinking about removing it at the end of the year so the kids have more area to play... however just as I had resigned myself to taking it away (I really didn't want to), the kids got interested in all the plants and creatures in the pond and now they help me feed the frogs. I can't believe the heron got them all, I know the law is the law, but I would have killed it, law or not

Barcelona is special too, however I must say, I think Barcelona has a much greater amount of rude people than other European cities. Must go to Prague. I remember thinking when I was there earth how did they afford or think it wise to put three buildings, the two cathedral and the Belfry, right together. Makes for a wonderful area.

Bought a little CME and some $6758 (Sony). All the exchanges are getting hammered on the new perpetual futures exchanges presumably. Those to me look like modern day bucket shops.

Good game. Canada is typically an after thought in soccer but they do have some decent players.

nothing that cannot be patched over with a gift of a luxury 747 to the Federal Government.

We tried everything to stop the blue heron--fishing wire to trip it, netting over the pond, etc. but it eventually got all the fish. Upset and frustrated I filled it in Blue Herons are protected by the Migratory Bird Treaty Act of 1918, so we couldn't harm it. We never had many frogs. But there did not seem to be an issue with the fish. Our Dachshund used to love to swim in the pond, we could not keep her out!

HaHa! I read an article in a Danish news media about it a few days ago, It was almost impossible to get that it wasen't a joke, but real! -And now POTUS needs a bunch of pool guys to work on it every day [+1 one to push Melanias bar wagon! ], and a bunch duck potty trainers, duck sitting the ducks and the ducklings,so they don't poo in the water, because it causes green algee bloom!