SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Thai Funds
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Polartee who wrote (57)1/17/1998 10:05:00 PM
From: peter michaelson  Read Replies (1) of 107
 
John - I hope Rogers is short on TTF for he would certainly be able to generate the publicity necessary to reduce the premium. If he is short, then perhaps he's not yet done shorting - I wouldn't be were I in his position.

I mean, if you think the premum will go to, let's say, 30% within one year, then he stands to make a 60% ROI ((150%-30%)/2)on the total hedged transaction if SSG's premium does not move at all and regardless of the direction of the Stock Exchange of Thailand overall. (actually the return is decreased to the extent the SET rises, but goes down to 40% if SET doubles).

Regards

Are these calculations correct? Will their publication cause additional short-selling, do you think?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News