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

Encanto Potash

This company (or whatever we can call a company not moving at all in any direction) is very surprising and i would say this is the worst of management i have ever seen.

EPO.TO has published since last year so many interesting news that it should already be trading well above 50 cents but no.....still sitting at 5 cents.

Have i missed something here?

They signed a multi billion $ agreement............with India.... (hope shareholders were not awaiting the Canadian pm signed that deal.....i do not think there is any kind of wardrobe made with potash....)

NO NEWS

They signed a financing agreement for 100M$...............

NO NEWS

And so on.......

It is time the management realize that share price reflects 2 possible things: quality of the company and quality of management.

So far, both test failed.

Oh yes this is a 5 cents company and cheap......value 30M$ total. Who would pay 30M$ and have those guys in charge?????

Shake up needed here. Get rid of the bs management.

Have fun 

ALERT GPL (GRP-TO)

Hummmmmm

Great Panther published their year results this morning and i do think it was a bit better than expected.

First they invested some good dollars in the new Peru mine bought out this year and drilled a lot more to prove a lot larger than originally thought silver reserves.

I am still highly impressed by the fact that Great Panther has NO DEBT AT ALL.....

This company is managed like an old family business where if you want something you pay for it cash.

Their shares float is 168M so imagine the speed at which it can react on any positive news even a small one.

Silver has been slammed over the last couple of years (in fact at it's lowest since 2009....or close to it)

That means that GPL has the power to shoot up very very rapidly and their results  are based only on silver price.

We know now that they are profitable at these silver price.....imagine a 10% increase toward the 18$ and some.......

At 1,17$ i think this is a steal (my opinion only)

Have fun 

Yamana Gold (YRI-to AUY)

Watch out closely for this one as it approaches a key level at 2,77$.

If it was to go under that level, it may sounds very bad for Yamana Gold.

I suspect (based on trading pattern) that it may bounce between 2,75 and 2,90 and because it is  really close to the key support, short may try to hold it down a bit.

Yamana Gold on the other hand is a great gold producing company and will rebound.

So my entry point is in the 2,80$ish level and exit point near 3.00$ until the next quarterly report is made public ( in about 75 days).

What i do find interesting is the fact that Gold is doing the same and because of the fact inflation seems to be racking in higher than planned, gold is almost ready to shoot up over 1400$.

Yamana is most of the time 1 or 2 days behind gold price so that gives plenty of time to react in one way or the other.

Gold goes up......Yamana will!

Have fun

ALERT RAD

Very interesting point to note here.

SHORTED shares are getting lower....

This could indicates that finally the positive is going out and that even the one who are shorting the stock are now feeling the buying pressure coming.

If that merge was to be that bad, believe me that shorts would have increase NOT getting reduce.

This is the first sign that things may be going in favor of RAD stock at this time.

Remember the 19 cents (so called dividend) if you opt for the 1 share of the new corp against 10 shares of RAD plus cash.

Have fun

RAD merger

Not totally a fan on this one but hope some did notice the 18 cents per share that i consider almost a dividend.

At today's price and if everything goes as expected and share price stays where it is, it looks like a 9% dividend........

This by itself could be interesting if all remains as it is.

On the other hand, it is a merger where one brings in 30% of the new company (Rite Aid) in value et the other fellow brings the difference.

Still, i think RAD should be valued a lot more than what it is today.

Have fun

ALERT RAD SHORT SQUEEZE

Based upon actual trading pattern, it appeasr that volatility will remain very high in RAD transactions.

In the last 2 weeks about 50M shares were shorted and at a price averaging 2,20$. That means that if RAD can shout up pass 2,49$, they will have to cover and i also expect that some of those shorts will try to add pressures by shorting lot more today and tomorrow.

Also the fact that no numbers have been disclosed put a cap on RAD actual share price as market does not react positively to secrecy.

The only number that we know by now is the 24B company after merger including debts.

So we can guess real share value at anything over 2,50$ but again, the devil is in the details.

Stay tune.

Rite Aid Deal

It will be very interesting to see how the trade will be seen by authorities in the FTC.

This deal is not removing pharma's but giving a chance to add some more over time.

So this should be cleared without any problems.

Still so far pre-market does not seem to fully understand the deal or the real value of the combined corps and i would tend to agree. Unless we get the real numbers, it is unclear.

ALERT RAD Albertson'S

The final merger has just arrived.

In a deal, Albertson's and Rite Aid will now merged to form a 24B $ company.

Rite Aid holders should control 30% of the newly formed company.

If that is the case, every share will now be worth close to 4,50$ if the deal goes through naturally.

Much more to come today.

Stay tuned!!!!

Dow floor established

If correct on the above statement, i expect the DOW to end the day in green.

If also correct, expect RAD to close at or above 2.06$

Have fun

ALERT RAD

Based upon trading pattern, RAD is either recovering or a trap is building wait for 2,07$ as a buy signal.

Large blocks appearing on the bid. Abnormal at this time of the day.

Be careful