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batbeer2  Batbeer

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  • Arjun Chan 2016-04-08 08:33
    Batbeer2, Did you forgot to leave a comment on my article :-)
  • batbeer2 2015-12-29 11:36
    Hi Peter, Alas, I think Aggreko's future will be less impressive than its past. Nowadays a larger part of their business comes from constructing more or less permanent electricity plants and "renting" that out. One could say they have become a financing company for third-world countries who need electricity generation capacity but have no cash. I like the short-term rental business of the portable generators much much better.  That IMHO is still a fantatstic ...
  • peterkooi 2015-12-29 06:13
    Hi Batbeer 2,

    You said one year ago:  If there are questions about Aggreko, I would be happy to share what I know about this great company.

    You still believe that?

    Bets.

    peter
  • rgarga 2015-02-15 08:54
    Would like to have a conversation re posco if can? Maybe we can learn something from each other. 7066760284 or if yiu guve me your number, I can call you. Thank you.
  • batbeer2 2015-01-28 13:37
    Hi Tim, I believe it is possible to generate excess returns with technical analysis. It's just that anyone claiming it is easy is either lying or doesn't understand what it is really about. A friend of mine is a good (options) trader. If I had to hazard a guess he has an IQ well in excess of 155. The guy literally solves a 7 x 7 rubics cube blindfolded. He will gaze at it for 20 seconds and them proceed to solve it without looking at it again. That scares me. He is a very nice gu ...

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  • batbeer2 commented on Holmes Osborne, CFA's article 10 hr ago
    Dutch Online Broker Binckbank Faces Substantial Headwinds
    Binckbank (BINCK) is a Dutch-based online broker and bank. The stock has had an excellent dividend payout over the last few years but has faced...
    View all 1 comment
    batbeer2 05-25 00:20
    • Hi Holmes, thanks for sharing.

      You say:

      >> A foundation holds what management calls “Priority Shares” to thwart a hostile takeover. This should be considered before buying shares. I don’t like European anti-takeover measures, and it can dampen demand for shares.

      Bear in mind that Sweden is not Switserland and Italy is not Ireland. Talking about "European anti-takeover measures" is even less meaningful than talking about "American anti-takeover measures".

      Specifically, for the Netherlands, most publicly-traded companies have a simialr foundation with "priority shares".

      1) Legally, the goal of the foundation is not to fend off hostile takeovers. In practice, I can not remember this structure ever being used to that end. On the other hand, I have seen many cases where the structure was used to protect the rights of minority shareholders.

      2) TNT Express, Ten Cate, Océ, Versatel.... all had similar structures and all have been acquired. The foundation was never a problem for their acquirers.

      In short, it is fair to say that Dutch companies are fairly strightforward to acquire. The Dutch market, including the stock market, is extremely open. The Amsterdam Exchange was founded in 1603. It is considered by some to be the oldest stock market. While this is debatable, there is no question that the exchange established new standards for the freedom of transation. I would argue it still does.

      Meanwhile in America, Bartholomew Gosnold was trying to map a place now known as Cape Cod. He stumbled on an island which he subsequently named after his daughter Martha. 

      As for BINCK.... I would not touch that with a ten foot pole. Their service is very limited and their costs are high. Also, they expanded aggressively in Belgium and that country has now introduced a  "speculation tax". That is not good for transaction volumes which is where BINCK gets much of its revenue.

      Just some thoughts, thanks for sharing.
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