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Community Forums / The Lounge / Re: The Apprentice 2016 thread
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on: December 16, 2016, 03:42:31 AM
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Grainne got written off because she doesn't have the professional qualifications in the field she wants to teach people in and seemingly doesn't even know much about makeup except how to put it on people. Courtney's plan is absolutely terrible. I or anyone could go into his shop on the day of a product release, buy one of the new product, copy it and have it drop shipped from China to anywhere in the world for cheaper than him within a month. Jessica's business plan was sadly awful, thought she'd be pretty thorough with it. Just before Sugar fires her he asks her so you want to do the same thing that failed again? Yep. Ok bye Frances did do well in the interviews but those sorts of businesses run on 3-5% net margins, it's really tough to stay competitive in what is essentially PoundLand for babys clothes. As she said about her (now defunct) shop in Nottingham, it treaded water. This is really common in retail with no vertical to go with it. Selling eggs and flour for 3 quid a pop? Now that's what I call margin! I'll give you a spin in the heads up for £50 as well if you want Alex (I want Alana )?
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47
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Community Forums / The Lounge / Re: The Apprentice 2016 thread
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on: December 10, 2016, 03:21:45 PM
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Well I can't very well wirte a 6 paragraph post stating Grianne #1 and Alana #4 then turn a bet down can I. Consider yourself booked I guess we'll wait to see what the BP's hold! I'm hoping that Grianne is going to be something in line with her current work in make-up studio, if she comes to the table with some make-up then I'm flying to Ireland myself to punch her in the face (unless she wins ofc, in which case I'm flying to Edinburgh to collect my £50 ) Very good! Best of luck to you, hopefully next series isn't as dreadful as this one has been. RE
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48
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Community Forums / The Lounge / Re: The Apprentice 2016 thread
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on: December 09, 2016, 07:11:28 PM
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Grainne - playing the game too much, see ya later. Would imagine her business plan is an app/tech related and it turns out to be a terrible idea. Courtney - insufferable to work with and also an idiot. Would be surprised if he could put a coherent plan together. Giin? Really? Frances - seems to always buddy up to the right people doing very little actual work, granted she did alright on the last task except for drawing attention to Britains chequered past and not knowing where India was. Jessica - Outgoing, seems nice, happy to admit when she's wrong, just doesn't seem that smart. Alana - Yes she breaks down fairly easily, but she's taken to more of an eye roll position now. Clearly the most intelligent out of them all and probably most likely to come up with a business plan that isn't utter bollocks.
LD: if you want Grainne, I'll take Alana and everyone else is a push? £50?
Regards
RE
I'll take that bet if u want more action. I know Dave is snapping your hand off If Dave doesn't want it you can have it
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49
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Community Forums / The Lounge / Re: The Apprentice 2016 thread
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on: December 09, 2016, 06:03:08 PM
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Grainne - playing the game too much, see ya later. Would imagine her business plan is an app/tech related and it turns out to be a terrible idea. Courtney - insufferable to work with and also an idiot. Would be surprised if he could put a coherent plan together. Giin? Really? Frances - seems to always buddy up to the right people doing very little actual work, granted she did alright on the last task except for drawing attention to Britains chequered past and not knowing where India was. Jessica - Outgoing, seems nice, happy to admit when she's wrong, just doesn't seem that smart. Alana - Yes she breaks down fairly easily, but she's taken to more of an eye roll position now. Clearly the most intelligent out of them all and probably most likely to come up with a business plan that isn't utter bollocks.
LD: if you want Grainne, I'll take Alana and everyone else is a push? £50?
Regards
RE
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51
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Community Forums / The Lounge / Re: Rate my shares
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on: November 17, 2016, 09:03:28 PM
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Ya it's pretty rough and non-trivial. You can put bids/offers in to cross the spread a bit though, have to have some patience in finding someone. It's quite a bit less attractive than it was from the 60% discount but I'm not going to sell until it's nearer 20-30% from the Bangladeshi price.
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Community Forums / The Lounge / Re: Rate my shares
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on: November 16, 2016, 06:33:57 PM
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Update: BXP posted their first quarter results on Tuesday and are up 12% since then. The spread has come in somewhat, closing at 81.7 Taka in Dhaka today (£0.834) and £0.5168 in London representing a 38% discount. They remain my biggest holding. Microsoft offered concessions to EU regulators today. The exact details are private, but it seems clear they are willing to jump through any hoops required to make the deal happen. LNKD is up to $191.36 which still offers a 2.4% spread on the $196 accepted offer. The commission put back the deadline to 6th December. EU updates are here. Solving 191.36 * [(1+x)^(20/365)] = 196 for x gives an annualised return over the 20 days of 54.8% if the merger completes. I remain a holder, the deal seemed exceptionally likely before, and even more so now.
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Community Forums / The Lounge / Re: Rate my shares
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on: November 14, 2016, 06:44:52 AM
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Beximco Pharmaceutical is a Bangladeshi based company that has recently received US FDA approval. The company is pretty unamazing other than that, however their London GDRs trade at around a 60% discount to their Bangladeshi price. I don't forsee any catalyst for this gap to close (short selling on the Bangladeshi exchange is not allowed) but in the meantime you get a pretty decent dividend yield (it's important for poor countries companies to pay dividends to give themselves credibility in the quality of their earnings) and a cheap price. They are the only Bangladeshi GDR listed in London. Plenty of Egyptian, Indian, Russian, and Korean GDRs trade at between a 20-30% discount and a small premium. Many trade close to the spot price of their native country.
LinkedIn is an online social media website that is suitable for employers and employees for recruitment and networking purposes. Microsoft have had an offer accepted to purchase LinkedIn at $196 a share. The merger is only waiting for the EU commission to accept it having had acceptance already in USA, Canada, and Brazil. It is extremely rare for a merger accepted in the USA to be denied by the EU. A company called SalesForce who also tried to acquire LinkedIn has objected to the merger, blah blah blah something about lack of innovation. There is no monopoly on user job data. Facebook could easily compete, Google could easily compete, hell even Amazon could get in that space if they wanted. There are numerous recruitment websites that could also step up - indeed being the UKs biggest, for example. I bought in cheaper, but the current price is $191.44 with the EU to decide between 22nd November and 10 days after which offers a very nice annualised return assuming all goes well.
Disclosure: long LON:BXP NYSE:LNKD
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56
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Poker Forums / The Rail / Re: Sexism and Misogyny in Poker
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on: November 27, 2015, 02:11:55 PM
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since his cheating being caught out, bonomo has done a good job of inching his way back into the community and its now a spokesperson and ambassador? kind of like a jockey drawn wide breaking fast and inch by inch edging his way into the rail before slotting in after 2 furlongs. ive no time for him whatsoever
Couldn't agree more Trigg. Agree
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57
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Poker Forums / The Rail / Re: Horses - are stables a good thing
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on: November 24, 2015, 07:11:07 AM
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52k+6k+X+Y+z-x2 that's not really how the time value of money works but w/e. Wtf is this, getting staked is obviously the best decision for some people who wish to play the game in a serious manner (professional or non-professional).
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58
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Poker Forums / The Rail / Re: Your perfect line up....
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on: October 25, 2015, 06:11:10 AM
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Think Liv is a lot better at poker today than she was a year ago or even six months ago. I don't mind her as a person personally but doesn't shock me that she bothers some (majority?). I think she's intelligent and good looking, shrug. Have no interest in watching her on TV over Grafton tho
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