Dell’s mammoth $24bn LBO – In depth

Silverlake Partners IV – Committed Capital: $7.5 bn Dell Inc. Mkt Cap: $23.8bn Microsoft Inc. Mkt Cap: $234.9 bn On February 5, 2013 Silver Lake Management LLC announced the completion of the largest LBO since the heyday of Blackstone’s acquisition of Hilton hotels back in 2007 and the largest buyout of a technology company ever, surpassing […]

Liberty Global-Virgin Media: smart use of cheap debt… or not?

Liberty Global mkt cap (as of 15/02/13) : $16.6 bn Virgin Media mkt cap (as of 15/02/13) : $12.15 bn On the 6th of February Liberty Global officially announced a $23.3 bn bid for the takeover of Virgin Media in a mixed cash and stock offer valuing the company at $47.87 per share, a 24% […]

Trade Idea: play the positive momentum of the EUR/USD pair

Trade Idea: play the positive momentum of the EUR/USD pair The EUR/USD exchange rate recently dropped down from a high of 1.364, reached on the 1st of February, to 1.3349. We believe that there is the space for a short term rebound of the pair up to 1.345-1.35 and maybe even up to 1.365-1.37. On […]

Trade Idea: short position on Blackberry

Trade Idea: short position on Blackberry On the wave of the release of the new OS 10, the stock began an uptrend and kept its momentum until concerns about the stability of the customer base came out last week. The stock made a lower high around the $17 level and it’s now rebounding toward what […]

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