Meine Turnarounds für 2005 (#1)

CHRT - Charter Communications


Amerikanischer Kabelnetzbetreiber mit ordentlichem Cashflow, bestehender grosser Kundenbasis, Pay-TV Option und seit einiger Zeit auch Highspeed-Internet-Anbieter.

Massiver Schuldenabbau durch einen im November 2004 emmitierten Bonds der sehr gut aufgenommen wurde.

Paul Allen (Microsoft Gründungsmitglied) ist CEO, hält grosse Teile der Company.

Hatte sehr schlechte Zahlen gemeldet, ist aber meiner Meinung nach zu unrecht so hoch verprügelt worden.

Sollte 2005 für einige Prozente gut sein.



 

Erstes Ziel $2,65 - danach 3,10 und 3,50...

Auf Jahressicht sollte in der Spitze die vier vorm Komma zu sehen sein.

Natürlich hoch spekulativ, aber trotzdem im LDV 2005 dabei... ;)

Grüße
PARO
 

Cheers und prosit Neujahr!

 

 

meiner Watch. Wert fällt aber weiterhin.  

damit er wieder steigt :-)))) heheheee  

enttäuschen, da ich heute die erste Position erworben habe.  

der Share fällt natürlich weiter.  

welch ein schnäppchen, wie ich finde!

mittlerweile kommen übernahmespekulationen mit uns spiel.

im moment ist es eine klare (typisch amis) übertreibung nach unten.

wenn die 1.62 / 1.55 halten und wir wieder volumen auf die käuferseite
bekommen, leg ich (privat) nach.

   

 

 

halte (bist ja hier durchaus anerkannt für gute Analyse vor allem amerik.Werte), würde ich Dich trotzdem mal gerne fragen, ob Du auch mehr fundamentale Informationen zu dem Wert hast.

Bisher kann ich ja nur aus dem ersten Posting entnehmen, in welcher Branche CHRT tätig ist, und das Paul Allen Großaktionär ist. Das allein kann ja kein Grund für ein Investment sein, zumal der Chart ja auch kein Grund für Optimismus ist.


Also wie sieht denn der CashFlow genau aus?
ist es eine Wachstumsaktie?
Wie ist die 2004er Bewertung?
Liegt irgendwo anders die Phantasie? Du sagtest ja was von möglicher Übernahme?



Grüße, katjuscha  

CHRT ist eine der 5 größten Halbleiter Foundries weltweit
während CHTR ein Breitbandanbieter ist.
500 Mio Marktkapitalisierung
> 3Mrd Umsatz
18 Mrd Schulden
130 Mio Cash
Operating  margin ist negativ.

Sieht ganz nach Alles oder Nichts aus.
Nach meinen bisherigen Erfahrungswerten eher gen Nichts.

timchen  

es freut mich das du dich erinnern kannst, dass ich nicht
für dummpushs bekannt bin...

genauso bekannt bin ich aber mittlerweile aber auch dafür,
postings wie sie das zentrum der macht in der regel verfasst
(also lang und ausführlich), zu vermeiden...

es dankt nämlich auf einem börsenboard kein mensch.

sieh das posting doch einfach als anregung, macht dir
eigene recherche keinen spass? ich find das toll!

zu meiner auswahl... wie du evtl. gesehen hast, habe ich
den wert ebenfalls im LDV von boxenbauer. dort ist eine
spekulative depotbeimischung, neben einigen wie ich finde
sehr konservativen kandidaten.


muss wieder ran...


daran erinnern kannst, dass ich

   

 

 

Buffett: Market Tunes In As Berkshire Chairman And Soros Boost Their Cable TV Stakes Greg Levine, 02.15.05, 5:05 PM ET NEW YORK - Doers and doings in business, entertainment and technology:  Warren Buffett  Add To Tracker   Got cable? Warren Buffett has. According to filings with the U.S. Securities and Exchange Commission, his Berkshire Hathaway (nyse: BRKa - news - people ) investment vehicle doubled its holdings in Comcast Communications (nasdaq: CMCSA - news - people ), to the tune of 10 million shares. The cable-TV operator's stock on Nasdaq rose $1.05, or 3.35%, to hit $32.36 on Tuesday's news. It might have been Buffett's attentions to Comcast that nudged up other players such as Time Warner (nyse: TWX - news - people ), whose cable unit subscribers guarantee revenue against the uncertainty of movies; Cablevision Systems (nyse: CVC - news - people ) and Charter Communications (nasdaq: CHTR - news - people ) also rose. However, those companies also saw gains from another billionaire mega-investor, George Soros. His eponymous Soros Fund Management in its own SEC filing disclosed that as of Dec. 31, it owned 2.6 million shares of Time Warner--but as of the previous quarterly report, it owned no TW stock. The fund also picked up 17 million shares of satellite TV operator EchoStar Communications (nasdaq: DISH - news - people ) during the quarter, another newcomer to the fund's stable of stocks. And it bought 209,272 shares of media conglomerate News Corp. (nyse: NWS - news - people ). During the quarter it said it was also adding network equipper Cisco Systems (nasdaq: CSCO - news - people ) to its holdings, with 2.5 million shares. Elsewhere in Warren's world, Berkshire dumped its shares in hospital operator HCA (nyse: HCA - news - people ), and slashed its holdings in athletic apparel manufacturer Nike (nyse: NKE - news - people ). Most of its major holdings, including 200 million shares in Coca-Cola (nyse: KO - news - people ), 151.6 million shares of American Express (nyse: AXP - news - people ) and 96 million shares of Gillette (nyse: G - news - people ) were left unchanged during the quarter. The Sage of Omaha isn't likely any time soon to jettison shares in either the financial giant or the maker of batteries and toiletries--he stands to cash in big from AmEx' spin-off plans and Gillette's announced "dream deal" with Procter & Gamble (nyse: PG - news - people ). (see: "Buffett: Billionaire Scores With AmEx News Four Days After P&G Merger 'Luck'").        

Faces In The News
Buffett: Market Tunes In As Berkshire Chairman And Soros Boost Their Cable TV Stakes
Greg Levine, 02.15.05, 5:05 PM ET

NEW YORK - Doers and doings in business, entertainment and technology:

 
 
Got cable? Warren Buffett has. According to filings with the U.S. Securities and Exchange Commission, his Berkshire Hathaway (nyse: BRKa - news - people ) investment vehicle doubled its holdings in Comcast Communications (nasdaq: CMCSA - news - people ), to the tune of 10 million shares. The cable-TV operator's stock on Nasdaq rose $1.05, or 3.35%, to hit $32.36 on Tuesday's news. It might have been Buffett's attentions to Comcast that nudged up other players such as Time Warner (nyse: TWX - news - people ), whose cable unit subscribers guarantee revenue against the uncertainty of movies; Cablevision Systems (nyse: CVC - news - people ) and Charter Communications (nasdaq: CHTR - news - people ) also rose. However, those companies also saw gains from another billionaire mega-investor, George Soros. His eponymous Soros Fund Management in its own SEC filing disclosed that as of Dec. 31, it owned 2.6 million shares of Time Warner--but as of the previous quarterly report, it owned no TW stock. The fund also picked up 17 million shares of satellite TV operator EchoStar Communications (nasdaq: DISH - news - people ) during the quarter, another newcomer to the fund's stable of stocks. And it bought 209,272 shares of media conglomerate News Corp. (nyse: NWS - news - people ). During the quarter it said it was also adding network equipper Cisco Systems (nasdaq: CSCO - news - people ) to its holdings, with 2.5 million shares. Elsewhere in Warren's world, Berkshire dumped its shares in hospital operator HCA (nyse: HCA - news - people ), and slashed its holdings in athletic apparel manufacturer Nike (nyse: NKE - news - people ). Most of its major holdings, including 200 million shares in Coca-Cola (nyse: KO - news - people ), 151.6 million shares of American Express (nyse: AXP - news - people ) and 96 million shares of Gillette (nyse: G - news - people ) were left unchanged during the quarter. The Sage of Omaha isn't likely any time soon to jettison shares in either the financial giant or the maker of batteries and toiletries--he stands to cash in big from AmEx' spin-off plans and Gillette's announced "dream deal" with Procter & Gamble (nyse: PG - news - people ). (see: "Buffett: Billionaire Scores With AmEx News Four Days After P&G Merger 'Luck'").

 

Charter hat die Verluste deutlich ausgeweitet. Der Kurs fällt deutlich.  

der Wert entwicklet sich aber nicht wie erhofft. Minus 49% seit dem Eingangsposting.  

Charter heute durch die Decke.  

170 Mio Shares gehandelt. Was für ein Volumen.  

Die schichten Bonds um in neue. Verschaffen sich so mehr Luft.

Aber die Performance 2005 kostet mich in BB's Depotspiel bisher kräftig Plätze...

Schaun mer mal.

Gruß  

Durch den neuen Bond wird Charter wieder beweglicher.

Trotzdem nur ein Tropfen auf den heissen Stein.

In Amerika steht der Kurs aktuell bei $ 1,45 (= -35% zu Posting # 1)

Bei einem kleinen Rücksetzer werde ich mir noch eine kleine
Position ins Depot holen.




Vorsicht: Ein Engagement ist trotzdem hochspekulativ und riskant!


Grüße




 

...zu 1,15



Nasdaq short interest falls in November

Fri Nov 25, 2005 02:37 PM ET
By Jennifer Coogan
NEW YORK, Nov 25 (Reuters) - Short interest fell on the Nasdaq in November, according to information released by Nasdaq on Friday.


The short-interest ratio can act as a similar signal, where a high ratio is considered a bullish indicator by some investors and a low ratio bearish.

The Nasdaq's short ratio, or the average number of days it would take to cover the outstanding short positions, fell to 3.23 days from 3.31 days in October.

Nasdaq-listed companies with the largest increase in short interest in November included Microsoft Corp. (MSFT.O: Quote, Profile, Research) , Cadence Design Systems Inc. (CDN.N: Quote, Profile, Research) , Yahoo Inc. Quote, Profile, Research) and Abgenix Inc. (ABGX.O: Quote, Profile, Research) .

The five companies with the biggest decrease in short interest included Applied Materials Inc. (AMAT.O: Quote, Profile, Research) , Eyetech Pharmaceuticals Inc. (EYET.O: Quote, Profile, Research) , Qualcomm Inc. (QCOM.O: Quote, Profile, Research) , Sun Microsystems Inc. (SUNW.O: Quote, Profile, Research) and Charter Communications Inc (CHTR.O: Quote, Profile, Research) .


© Reuters 2005. All Rights Reserved.


 

 

28-Nov-2005

Entry into Material Agreement, Financial Statements and Exhibits



ITEM 1.01. ENTRY INTO A MATERIAL DEFINITIVE AGREEMENT.
Effective November 21, 2005, Charter Communications, Inc. (Charter") entered into an underwriting agreement with Citigroup Global Markets Inc. pursuant to which Charter agreed to issue to the underwriter 67,741,300 shares of Class A common stock in a registered public offering. The issuance and sale of the shares under the underwriting agreement was consummated on November 28, 2005.

The shares issued under the underwriting agreement were issued pursuant to a share lending agreement, pursuant to which Charter had previously agreed to loan to the underwriter, acting as agent for Citigroup Global Markets Limited, up to 150 million shares of Class A common stock. Accordingly, under the underwriting agreement, Charter did not receive any of the proceeds from the sale of this Class A common stock. However, under the underwriting agreement, Charter received a loan fee of $.001 for each share that it issued to the underwriter.

The underwriting agreement is attached hereto as Exhibit 99.1.





ITEM 9.01 FINANCIAL STATEMENTS AND EXHIBITS.

 

 

hat ja lange gedauert mit dem Share aber jetzt geht er zunehmend up. Heute vorbörslich schon mehr als 10 Prozent im Plus und neues 52 Wochen High im Kommen.