Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Technology Stocks : American Superconductor (AMSC) -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (946)	7/7/2018 7:46:46 AM
From: Lawrence Burg	1 Recommendation Recommended By Hawkmoon Read Replies (1) \| Respond to of 973

Art, thanks for the link. I'll take that to the beach for a read later. Im seriously thinking of a trip to Ayers in the next few days. DO you think I should make an appointment? :o)

To: Hawkmoon who wrote (946)	7/7/2018 8:08:13 AM
From: Lawrence Burg	1 Recommendation Recommended By Hawkmoon Read Replies (1) \| Respond to of 973

Actually never thought about the sentencing process, so it's an education. thanks. as far as my positions, I'm still long. Some shares, but mostly calls to exploit the justice that never was/ :o) sadly, looks like those will go fallow and die. I know quite a few others that were simply long with shares too. They'll be ok. as will I. pretty much even out, with buys in the $6s. I'm pretty certain that the price will float back up to the low 6's at least, after some of the disgust and anger fades. so we'll likely go flat in the next few days/weeks. the possibility of anything lower prices, given the extra $3 cash/share now, is minimal. The hardest part of this is letting go the opportunity lost. With my options structure, I was looking at some really outsized gains with a move to even the mid teens. Sucks. You try so hard to find an equity with as many this lined up in one direction and then a predictable catalyst. AMSC was it. hadn't seen anything like this in a long, long time. so this stings much worse than may others also. God grant me the serenity.....

To: Hawkmoon who wrote (946)	7/8/2018 6:39:31 PM
From: Art Bechhoefer	1 Recommendation Recommended By Hawkmoon Respond to of 973

Hawk, here's a possible scenario about what might be going on: The sentence by the Wisconsin federal court looks like it might have been rigged to give Sinovel a face saving way out. Consider the issues faced by the administration. They placed a tariff on Chinese steel, aluminum, and various kinds of electronic devices that they claim unfairly compete with the U.S., affecting national security. Meanwhile, China retaliated with tariffs designed to hurt producers, in heavily Republican states, such as soybean farmers. The the U.S. banned the sale of electronic components to ZTE on the legitimate grounds that ZTE failed to comply with sanctions on electronic equipment destined for Iran. Meanwhile, China stalls on granting approval of the Qualcomm – NXP merger, clearly as leverage to persuade the U.S. to drop its tariffs on Chinese goods. On top of that is the purported $500 million loan to developers in Jakarta, Indonesia who plan to build a Trump branded hotel, gold course, and related facilities, which loan has not yet been approved. So my question is, if the U.S. goes easy on ZTE and Sinovel, does that persuade the Chinese to approve the Qualcomm NXP merger and also the $500 million loan? These backroom deals, if that's what they are, make life difficult for investors. Art