ALERT RAD

The delay for the FTC to request more information from the Rite Aid Albertson merger has expired.

No more blocks for the merger to happen unless shareholders vote against it. (i doubt that one)

Expect some resistance at this level and maybe some upward movement toward the 200 days moving average sitting at 2,12ish

Have fun and happy Easter weekend

RAD.......stores transfer completed

Rite Aid has confirmed that the stores involved in the sale to WBA has now been completed. Only the warehouses will be transferred early September 2018.

Will that change share price....i doubt it.

It is now time for RAD to start delivering their message about the merger. At the speed of price declining, this a needed step to stop the bleeding.

Was Rite Aide merger at a bargain price ? YES

Could there be lawsuits originating from the fact that management has not made everything to get the best value for shareholder ?  YES

Could they sweeten the deal ? YES but i doubt that

Conclusion: Since the original deal with WBA in 2015, Rite Aid management has done a poor job (to say the least) in obtaining the best for its shareholders and based upon actual share price value, it will take a miracle to see it back toward the 2$ mark even if actual shareholders should get 18 cents per share when the merger is complete.

So far again no news from the FTC to obtain needed autorisations, simple slides on their site to try to convince investors that this merger is in the best interest of all, and to top it out, do not try to get answers from IR department as they seem to have been muted.

Here we can see management at is worst.

Let see how it unfolds.......

EPO EPO EPO (VC Canada)

Maybe we should start chanting that as so far this year, management of this company have been humiliating themselves by the lack of news or i should say the lack of anything........

What a strange story here......

MEGA deal with India, 100M$ in financing etc etc etc and nothing seems to move.

Are we facing here a trader trap for a company without any value or is there really something brewing that will finally one day give some value back to the shareholder.

The company management is totally silent and normally this is not good news but maybe time will tell.

Normally march / april period gives good results so we will see shortly.

Have fun !

RAD another very bad day

It is very surprising to see RAD goes down almost every day since a couple of weeks without getting stopped anywhere.

BUT today may have marked the day where a bottom will finally be set.

RAD touched 1,50$ twice and rebounded a bit without going under the 1,50$ psychological level and volume was correct without being high. I suspect that this was a try to shake some hands having put stops at 1,50 but without success.

Tomorrow will be a critical day for RAD traders. If it was again to go down and break the 1,49$ barrier, well expect 1,29 to 1,39 level to be tested.

The value today means that RAD total entreprises are valued LESS than the price paid for the PBM. This is a non sense to me and there must be either something that i do not get or something that is brewing behind the scenes.

We the shareholders are awaiting news about FTC approval and since the last deal problems, i agree that it could play with the nerves of investors.

But 1,50$ish for RAD................Are you kidding me?????????

I picked up many many more today at 1,51$ and even if i am wrong sometimes, i think this is the end of the downward spiral.

Let see tomorrow how it plays out!

Have fun

RITE AID MERGER........There is a 5B$ unaccounted for

Many weeks after the merger was announced, i am still surprised that nobody, i mean really nobody has come forward to explain where the 5B$ missing is going.

On the original announce, it was mention that Albertson and Rite Aid expect to have close to 400M shares after the deal is closed and that shares start trading. (i will round the numbers here to 400M shares to be easier to understand)

IF shares are valued at 24$ as expected and that RiteAid actual shareholders get close to 30% (i will use 40% to help follow the money) then something is not adding up.

It would means that 70% of the 400 M shares (close to 280M shares valued at 24$) are not accounted for by anyone on the market.

That number of shares represents a whooping 6.7B$

Would that number be used to reduced overall debt? Increase the cash payout to Rite Aid actual shareholders? (even the 18 cents to be paid to RAD shareholder only represents close to 180M$)

That in conjunction with the actual release of a credit margin for 5B$ seems to indicate that either that money will be used to pay out debt or made a signifiant acquisition.

My impression is that this money will go toward paying debt and that means a lot for this merged company as they would go from 14B$ in debt to around 7B$ and would indicate that the real value of Rite Aid actually is not 2,50 (including the 18 cents payout) but much closer to 4,30$

Very very interesting and if i am right, it means that the price drop that we are seeing actually is artificial and would only served one of the underwriters for that deal.

Based on that, i am long on RAD from now on.

ALERT RAD SHORT

Based upon actual results, shorts have been covering themselves a lot since RAD dropped under 2$.

Almost 50% of short have been covered and i would presume that the job is almost done.

So get ready for a good leg up in the coming 2-3 weeks.

Have fun

ALERT RAD SHORT

Very interesting to note that short interest has been going down on RAD.

It seems that shorts are getting covered and that should explain why the price is so low.

Seems controversial?

Not at all, take for granted that whoever is shorting RAD, it has a lot of money in the bank and there is certainly more than one shorting this stock.

So, why not help your friend ??????

Get the price down a bit to allow covered without losses and the right after let it go crazy upward.

There is a 19 cents per share coming if you opt for the 1 for 10 + cash meaning today about a 12% return (if the deal is approve and this will be.....the first time)

We should also note that nothing is preventing Albertson to increase the value of the deal at the moment some analysts change the future value of this merger.

Have fun

ALERT TRADER RAD

Since about 45 minutes the trading pattern has been very unusual for RAD.

Erratic and lot of buying pressure at the same time when volume has been picking up.

Very interesting for a push toward 2,10$

Maybe some traders have started seeing some value in the coming merger as there is a large upside possible if done correctly.

have fun

ALERT AUY (YRI-TC)

Yamana gold is poised for a nice rebound.

Look at their 4 years production expectation and if AUY is able to accomplish this we could be talking about a 6-7$ stock within 18 months.

That is worth betting some coins on this one for a long term play!

ALERT US TRADE WAR

The latest comments and trade direction from President Trump are creating a tsunami and i suspect that this is exactly what he wants.

By issuing these comments, the president hopes other countries will react positively in his favor and will by themselves fix the problem.

I am almost certain that he will not go to trade war simply because when he was expected to issue the new tariffs yesterday, it was reported for another week. So negociations are already going.

So keep an eye on Ford as it nears 10$. A heck of a deal.........

Have fun