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 : BAK - Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Covenant who wrote (421)3/3/2012 7:01:35 PM
From: batman10023  Read Replies (1) of 3249
 
infringer - NTL

i think 20% discount for holding company is severe but 10% is probably too low (assuming dividends are flow thru).

yes, there is currency risk but isn't that picked up in the difference between the adr's and the local shares? that would also pick up any sort of dividend restriction issue.

you i guess could hedge the risk by shorting TEO adr's to capture the spread.

i think it's worth a gamble but i would not want to hold this for a long time.

thanks for looking into it and getting another set of eyes.
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