Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 28 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
134	member 10/13/03 3:02PM Thanks
Thanks. That was my take too, but I'm no pro on this stuff. Thanks for the feedback. Sparky view available tags
133	member 10/13/03 12:27PM Liquidation
Laughable. No shot. DoJ inquiry proceeding at snail's pace. VZ not even objecting in front of BK court. Company is coming out. view available tags
132	member 10/13/03 8:41AM Barrons-VZ threat?
Anyone want to comment on Barrons DC Current article mentioning VZ et al still hoping to last-minute force MCI into CH7/liquidation? view available tags
130	member 9/11/03 4:57PM Charlie
I'm a little more sparing in my praise. The original idea was well presented and ultimately shown to have merit. The early follow-up was detailed, but sometimes off target. Message #43, for example, claimed the... login to read the rest view available tags
129	member 9/11/03 1:53PM Charlie
I'd like to add my thanks as well. This was an intriguing, challenging, and ultimately profitable investment opportunity. I appreciate your initial work, as well as the ongoing updates. view available tags
128	member 9/09/03 9:00PM Settlement
Charlie, This one had some great twists and turns. I wish I were a better trader but did manage to do pretty well. It was a good learning experience --plus I got paid.... login to read the rest view available tags
126	member 9/09/03 11:28AM congrats...
....on the Iron Hand on the Tiller. I'm glad it worked out for you and any other holders. view available tags
125	member 9/09/03 10:07AM 45 cents
According to Bloomberg. Settlement at 3:45am. view available tags
124	member 9/08/03 1:40PM moment of truth?
BB reptg that Judge Gonzalez has given MCI and their dissident creditors, which I presume to mean QUIPS/Trade, until midnight tonight to settle their differences. view available tags
123	member 9/02/03 10:43AM Thanks, Doggy
This story certainly has taken some "interesting" turns. I have a small position in the QUIP's so I hope there's a decent resolution sooner rather than later, but the new fraud allegations are concerning view available tags
122	member 8/29/03 3:32PM Re: latest scuttlebutt
QUIP attorneys at Kramer, Levin filed a docket early this week that, if you hold it sideways and squint through one eye, seems like it might imply settlement talks are about to begin. The WCOM senior... login to read the rest view available tags
121	member 8/28/03 12:49PM latest scuttlebutt
The QUIPS have been moving up. Are there some rumors floating about regarding a settlement? view available tags
120	member 6/10/03 6:54PM Settlement or appeal
Those are the only two hopes. And the only hope for settlement is the threat of appeal. It's extremly rare for an objecting creditor to get skunked in a large BK, so I expect a... login to read the rest view available tags
119	member 6/10/03 4:28PM What next?
Is the confirmation hearing the last gasp? I'm surprised the QUIPS are trading as high as they are, given that they could be worth zero soon. Though I suppose it's possible that backroom... login to read the rest view available tags
118	member 5/19/03 8:42PM doggy
I feel your pain doggy! I bought into this thinking that the courts would be rational and honor the fact that MCI is a seperate entity. If this goes down as is .... it really... login to read the rest view available tags
117	member 5/19/03 4:46PM The pain intensifies
This idea won the $5K prize and is still on the highest rated and most active lists. So far we're down 68% (do I hear 100?). Either this has become the best investment opportunity of... login to read the rest view available tags
116	member 5/18/03 3:32PM Judge rejects request
Central to the dispute is WorldCom's proposal to consolidate the estates of WorldCom's holding company and its MCI unit. The debtor's disclosure statement and reorganization plan assert that substantive consolidation is necessary because of the... login to read the rest view available tags
115	member 5/18/03 3:31PM Judge rejects request
Judge rejects request for MCI trustee by Chris Nolter 16, May 2003 One the eve of WorldCom Inc.’s disclosure statement hearing, U.S. Bankruptcy Judge Arthur Gonzalez denied the request of two creditor groups to appoint a... login to read the rest view available tags
114	member 5/16/03 5:32PM To little to late
Judge Gonzalez denied both motions for a trustee / or alternatively an examainer -- to late he says ; not a mistake by the quips and trade claims; just a calculated risk to not raise... login to read the rest view available tags
113	member 5/16/03 2:52PM Judge Gonzalez
Am being told that while he has not ruled, his comments suggest the motion will likely be denied. view available tags
112	member 5/16/03 1:17PM WorldCom's creditor face-off b
WorldCom's creditor face-off begins by Chris Nolter Updated 06:47 PM EST, May-15-2003 Round one of the biggest creditor fight in the biggest Chapter 11 case in history got underway Thursday, May 15, as U.S. Bankruptcy Judge Arthur... login to read the rest view available tags
111	member 5/16/03 12:40PM selloff
Hearing the selloff in the quips is due to amended draft also zeroing out the quips. view available tags
110	member 5/16/03 10:36AM no examiner?
any thoughts ahead of disclosure statement hearing? view available tags
109	member 5/02/03 7:12AM Floyd Norris-NYT
Very sympathetic article in NYT today by Floyd Norris. Just FYI. view available tags
108	member 4/28/03 8:11PM MCI QUIP HOLDERS
I talked to Tom Mayer. He is representing holders of MCI QUIPs ($200 million + face) and MCI Senior Debt ($180 million + face). To my slight suprise he returned my call in about... login to read the rest view available tags
106	member 4/20/03 11:28PM MCI creditors seek protection
MCI creditors seek protection by Chris Nolter Updated 09:24 PM EST, Apr-18-2003 Disgruntled creditors of WorldCom Inc.'s MCI subsidiary ratcheted up the pressure on the bankrupt parent company Friday, asking the U.S. Bankruptcy Court for the Southern District... login to read the rest view available tags
105	member 4/17/03 12:53AM Sparky
Disclosure statement is at www.elawforworldcom.com docket number 4257 filed 4/14/03. view available tags
104	member 4/16/03 8:47PM Supplemental indentures
Well, I may have answered my own question. I found the supplemental indentures filed with the September 1998 Worldcom 10-Q. Of course, these may not be the only relevant documents. If my... login to read the rest view available tags
103	member 4/16/03 8:22PM doggy
where'd you find that info?? I went to the elaw site, but didn't find that; then again, I'm technoignorant. I'm at home, but I think I have the MCI prospectus at work wherein the subordination... login to read the rest view available tags
102	member 4/16/03 7:48PM QUIPs subordinate?
The May 1996 indenture for the QUIPs indicates that MCI may "consolidate with or merge into" another company, but only if the new company executes a supplemental indenture under which it assumes all of the... login to read the rest view available tags

			2024	2025
Price:	38.51	EPS	1.81	2.44
Shares Out. (in M):	130	P/E	21.2	15.8
Market Cap (in $M):	5,005	P/FCF	0	0
Net Debt (in $M):	1,310	EBIT	0	0
TEV (in $M):	6,315	TEV/EBIT	0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.