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 : Buffettology

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jurgis Bekepuris who wrote (692)12/16/1998 11:21:00 PM
From: James Clarke  Read Replies (2) of 4690
 
Jurgis, I know they're not your posts you linked, but since they're on the thread and seem authoritative, let me just point out that there is one big factual error. The deal has a collar, in that the number of shares Mattel has to pay is capped. The most they have to pay is 1.2 Mattel shares per TLC share even if Mattel stock goes to 10. So the number is not 165, its about 135 million.

In that light, take the rest of that repost for what its worth - the guy is short the stock, and if it were appropriate here I would argue with a lot of his finance assertions. But I just wanted to point out the factual error in case anybody is doing the analysis. I'm sure I'm not the only one on this thread trying to get up to speed on Mattel.

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext