Valeant (VRZ)....la nuova ENRON, un farmaco da banco, o un trade CONTRARIAN?

chart


30B$ di debito
quota 12 cosa?

12 miliardi
 
30Bil di debito e capitalizzazione ad oggi di 12Bil
1.2Bil di soldi in cassa, in parte presi da una linea di credito di 1.45Bil
 
assomiglia ad una lotteria


quale titolo ci guadagna se questa salta??



Ci guadagna la Nicox che riprende, a prezzo zero, il suo medicinale per la cura del glaucoma; un medicinale che riceverà il verdetto FDA il 21 luglio 2016; è un potenziale blokbuster.
 
30Bil di debito e capitalizzazione ad oggi di 12Bil
1.2Bil di soldi in cassa, in parte presi da una linea di credito di 1.45Bil

Non necessariamente fallisce. Se dai un'occhio alla formazione del debito totale, vedi che buona parte puo' essere convertito in common share. Ma ad un prezzo moooolto piu' favorevole. Diciamo tra i 7 e i 9 dollari. Forse anche meno.

Messa nella mia attention list.:)
 
Non necessariamente fallisce. Se dai un'occhio alla formazione del debito totale, vedi che buona parte puo' essere convertito in common share. Ma ad un prezzo moooolto piu' favorevole. Diciamo tra i 7 e i 9 dollari. Forse anche meno.

Messa nella mia attention list.:)

sei claudiano? si
può fare la stessa fine di dndn, non dare consigli
 
* Valeant Pharmaceuticals (VRX.N): CIBC cuts target price to $24
* Valeant Pharmaceuticals (VRX.N): CIBC cuts to sector underperformer fromsectorperformer
* Valeant Pharmaceuticals (VRX.N): Jefferies adjusts target price to $53 from $106; buy
* Valeant Pharmaceuticals (VRX.N): Nomura cuts target price to $60 from $175
* Valeant Pharmaceuticals (VRX.N): Nomura cuts toneutral from buy
* Valeant Pharmaceuticals (VRX.N): RBC cuts price target to $69 from $85; sector perform
* Valeant Pharmaceuticals Intl (VRX.N): JP Morgan cuts target to $70 from $200; overweight
 
sei claudiano? si
può fare la stessa fine di dndn, non dare consigli

Mi chiamo Flavio Federico Foffani. Io i consigli mi permetto di darli sono nell'umiltà delle persone.
 
Io avevo voglia di fare una giocatina alla Snai e invece di andare all'agenzia mi sono preso 300 Valeant a 33,34$....... :D

Saluti. :)
 
Io avevo voglia di fare una giocatina alla Snai e invece di andare all'agenzia mi sono preso 300 Valeant a 33,34$....... :D

Saluti. :)

Ackman disinveste altrove :mmmm:

Immaginati se buttasse tutto su Valeant :D

Forse sarebbe la volta buona che lo linciano, però...

Bill Ackman, the founder of $12 billion Pershing Square, has sold a big portion of his Mondelez stake.
Pershing Square sold 20 million shares, and now has a 5.6% stake in the maker of Oreos and Sour Patch Kids, the fund said in an email to investors.

"We are reducing the position size for portfolio management purposes only," Ackman wrote.

Ackman first took a position in Mondelez back in August. He said in the email that Mondelez remains the fund's "largest exposure" even after the sale.

So far this year, shares of Mondelez are down about 7%.

Here's the email:

Dear Pershing Square Investor:

After the close, we completed a block sale of 20 million shares of Mondelez International. As a result of the sale, we now own a 5.6% stake in the company, are the third largest owner, and have substantial uninvested cash. We reduced our stake because Mondelez had become an outsized position in light of its initially large size and its outperformance relative to other holdings. We continue to believe in the potential for operating improvements and margin expansion that we expect will lead to substantial further increases in value. As a result, it remains our largest exposure. We are reducing the position size for portfolio management purposes only.

We have carefully reviewed the balance of our holdings and have concluded that they are appropriately sized. As such, we have no current plans to sell any of our other investments.

Please call the investor relations team or me if you have questions about the above.

Sincerely,

Bill

Pershing Square owned 43.36 million shares at the end of the fourth quarter, making it the fund's 3rd largest position as a percentage of the portfolio.

Pershing Square lost just over $1 billion (on paper) on his position in Valeant Pharmaceuticals on Tuesday. His losses to date on his Valeant investment are estimated at north of $2.5 billion.

Ackman is the largest hedge fund shareholder of Valeant Pharmaceuticals. The hedge fund owns 30,711,122 shares, or a 9% stake. Last week, Pershing Square added shares to its already money-losing position.

Pershing Square Holdings is on track for another big losing year. The fund was last down 19.3% as of March 8. The latest performance data comes out tonight.
 
Ackman disinveste altrove :mmmm:

Immaginati se buttasse tutto su Valeant :D

Forse sarebbe la volta buona che lo linciano, però...

Bill Ackman, the founder of $12 billion Pershing Square, has sold a big portion of his Mondelez stake.
Pershing Square sold 20 million shares, and now has a 5.6% stake in the maker of Oreos and Sour Patch Kids, the fund said in an email to investors.

"We are reducing the position size for portfolio management purposes only," Ackman wrote.

Ackman first took a position in Mondelez back in August. He said in the email that Mondelez remains the fund's "largest exposure" even after the sale.

So far this year, shares of Mondelez are down about 7%.

Here's the email:

Dear Pershing Square Investor:

After the close, we completed a block sale of 20 million shares of Mondelez International. As a result of the sale, we now own a 5.6% stake in the company, are the third largest owner, and have substantial uninvested cash. We reduced our stake because Mondelez had become an outsized position in light of its initially large size and its outperformance relative to other holdings. We continue to believe in the potential for operating improvements and margin expansion that we expect will lead to substantial further increases in value. As a result, it remains our largest exposure. We are reducing the position size for portfolio management purposes only.

We have carefully reviewed the balance of our holdings and have concluded that they are appropriately sized. As such, we have no current plans to sell any of our other investments.

Please call the investor relations team or me if you have questions about the above.

Sincerely,

Bill

Pershing Square owned 43.36 million shares at the end of the fourth quarter, making it the fund's 3rd largest position as a percentage of the portfolio.

Pershing Square lost just over $1 billion (on paper) on his position in Valeant Pharmaceuticals on Tuesday. His losses to date on his Valeant investment are estimated at north of $2.5 billion.

Ackman is the largest hedge fund shareholder of Valeant Pharmaceuticals. The hedge fund owns 30,711,122 shares, or a 9% stake. Last week, Pershing Square added shares to its already money-losing position.

Pershing Square Holdings is on track for another big losing year. The fund was last down 19.3% as of March 8. The latest performance data comes out tonight.

Se viene fuori che compra altre VRX fanno il botto
 
Il crollo continua

Valeant Pharmaceuticals Intl Inc

NYSE: VRX - 17 mar 10:25 GMT-4


30,75USD decrease-2,79 (-8,32%)
 
Mah!....
Io sono dentro a 30,9, ma sto seriamente pensando di uscire!....
Se nn tiene i 30 va dritta a 27/24/20!....:rolleyes:
 
Bill Gross ha liquidato dei bond Valeant 6 mesi fa... tanto per dire
 
Il grasso ceo ha detto ai dipendenti che non fallisce
 
Valeant Pharmaceuticals Intl Inc

NYSE: VRX - 18 mar 11:49 GMT-4


27,42USD Price decrease-2,25 (-7,58%)
 
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