$HE where is that piece of garbage wrapped in human skin J. Taser pumping his BKR thesis day after day….lost his bloody mind/short poor chap!
p_mac09
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$HE Of course members of the senate committee such as Keohokalole and his ‘lawyer’ colleagues will say no to a securitization fund because it means less or no litigation fees to line their pockets in the event there is another catastrophic weather event. Leeches!
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$PARA A number of hedge funds have average cost bases of $14-$15 so well underwater and will want to see a reversal in the SP with a deal/no deal.
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There’s an old saying….he who owns a lot of something will do anything to control the price of it.
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Longer term thesis for growth in Paramount is that they can capture market share from the likes of Netflix with refined and upgraded content. This is the essence of capitalism, this is how you garner market attention and reputation with the right direction at the helm.
What is Redstone’s class B holdings and how does that affect her decision? Her minority stake in NIA is only around $1B how much more can she realistically get for that and still potentially walk away with a decent retirement package? There must be more to this deal we are not seeing.
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Netflix might top market share in the streaming business, PARA growth can hypothetically come from capturing some of that market share over the next few years given its potential ability to refine and upgrade its offerings.
What is Redstone’s total holdings in the B class shares? Her controlling interest in NIA is quoted at around $1B. What kind of offer could Skydance propose that would make her want to give up her position?
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