m22au's journal

Discussion in 'Journals' started by m22au, Aug 25, 2003.

  1. m22au

    m22au

    #481     Jun 21, 2020
  2. m22au

    m22au

    Online broker acquisitions likely to close in 2020

    SCHW to buy AMTD

    Monday, November 25, 2019 3:00 am PST

    "The Charles Schwab Corporation to Acquire TD Ameritrade"

    https://pressroom.aboutschwab.com/p...rles-schwab-corporation-acquire-td-ameritrade

    * TD Ameritrade stockholders will receive 1.0837 Schwab shares for each TD Ameritrade share.

    * The parties expect the transaction to close in the second half of 2020, and integration efforts to begin immediately thereafter.

    *******************

    MS to buy ETFC

    Feb 20, 2020

    "Morgan Stanley to Acquire E*TRADE, Creating a Leader in all Major Wealth Management Channels"

    https://www.morganstanley.com/press-releases/morgan-stanley-to-acquire-e-trade

    * Under the terms of the agreement, E*TRADE stockholders will receive 1.0432 Morgan Stanley shares for each E*TRADE share

    * The acquisition is subject to customary closing conditions, including regulatory approvals and approval by E*TRADE shareholders, and is expected to close in the fourth quarter of 2020.

    .
     
    #482     Jun 22, 2020
  3. m22au

    m22au

    TAN etf has broken out to multi-year highs, despite Nasdaq and S&P 500 being below their highs from about a month ago.

    TAN ETF:
    https://www.invesco.com/us-rest/con...23dbd92610VgnVCM1000006e36b50aRCRD&dnsName=us

    "Tesla, Biden and the Hype of a Green-Shaped Recovery"
    https://www.bloomberg.com/opinion/a...ry-needs-to-factor-biden-s-chances-tesla-hype

    September and October has also seen strong performance by lithium companies:
    PLL LAC

    fuel cell stocks
    PLUG BE (and SBE which is a spac)

    Just found the Lithium & Battery Tech ETF (LIT) which in theory covers the above two sectors
    https://www.globalxetfs.com/funds/lit/

    however it seems like its highest weighted holdings are EV makers

    There is also the Amplify Advanced Battery Metals and Materials ETF (BATT)
    and this seems to be a more 'pure' play on the companies that mine the relevant metals/materials.
    https://amplifyetfs.com/batt.html

    Four EV etfs:

    DRIV KARS ECAR HAIL IDRV

    Autonomous & Electric Vehicles ETF (DRV)
    https://www.globalxetfs.com/funds/driv/

    KraneShares Electric Vehicles & Future Mobility ETF (KARS)
    https://kraneshares.com/kars/

    iShares Electric Vehicles and Driving Technology UCITS ETF (ECAR)
    https://www.blackrock.com/lu/interm...and-driving-technology-ucits-etf-usd-acc-fund

    https://finance.yahoo.com/quotes/lit,batt,driv,kars,ecar,hail,idrv

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    Last edited: Oct 9, 2020
    #483     Oct 9, 2020
  4. m22au

    m22au

  5. m22au

    m22au

    #485     Feb 16, 2021
  6. m22au

    m22au

    Some more Bitcoin stocks related to SPACs and IPOs:

    Crypto exchange
    Coinbase expected IPO date = Wednesday April 14
    https://seekingalpha.com/symbol/COIN
    https://seekingalpha.com/news/3678906-coinbase-expects-shares-to-start-trading-on-nasdaq-on-april-14
    Elitetrader thread: https://www.elitetrader.com/et/threads/coinbase-ipo.357434/
    FTX pre-IPO trading: https://ftx.com/trade/CBSE/USD

    Crypto exchange
    eToro going public via SPAC with the symbol FTCV
    https://seekingalpha.com/symbol/FTCV
    Elitetrader thread: https://www.elitetrader.com/et/threads/ftcv-to-become-etoro.356971/

    Crypto exchange
    Bakkt going public via SPAC with the symbol VIH
    https://seekingalpha.com/symbol/VIH

    Crypto exchange
    Voyager Digital has performed very well in recent months
    https://seekingalpha.com/symbol/VYGVF
    https://finance.yahoo.com/quotes/VYGR.CN,VYGVF

    All of the above Crypto exchanges:
    https://finance.yahoo.com/quotes/coin,ftcv,vih,VYGR.CN,VYGVF

    Crypto miner
    Cipher going public via SPAC with the symbol GWAC
    https://seekingalpha.com/symbol/GWAC
    https://seekingalpha.com/news/36698...in-miner-cipher-mining-public-at-2b-valuation

    Crypto miner
    Greenidge Generation going public via reverse merger with SPRT
    https://seekingalpha.com/symbol/SPRT
    https://seekingalpha.com/news/36746...ing-bitcoin-miner-greenidge-generation-public

    Both miners:
    https://finance.yahoo.com/quotes/gwac,sprt

    .
     
    Last edited: Apr 3, 2021
    #486     Apr 3, 2021
    Daal likes this.
  7. m22au

    m22au

    #487     Apr 5, 2021
  8. m22au

    m22au

    #488     Apr 5, 2021
  9. m22au

    m22au

    Galaxy Digital has various cryptocurrency business units, not sure how to best classify it based on its main source(s) of revenue.

    It has performed well in recent weeks

    https://finance.yahoo.com/quotes/glxy.to,BRPHF
    https://seekingalpha.com/symbol/BRPHF

    Most recent earnings report was on March 30.

    "Galaxy Digital Announces Fourth Quarter 2020 Financial Results"
    https://www.newswire.ca/news-releas...quarter-2020-financial-results-872625121.html
    Mar 30, 2021, 06:30 ET

    Conference call
    https://seekingalpha.com/article/44...el-novogratz-on-q4-2020-results-earnings-call

    .
     
    Last edited: Apr 5, 2021
    #489     Apr 5, 2021
  10. m22au

    m22au

    Crypto miner

    GROW previously owned HIVE Blockchain stock.

    According to this article:
    https://seekingalpha.com/article/44...ered-crypto-gem-with-massive-upside-potential

    it has HIVE convertibles and warrants.

    Results for December 2020 quarter:
    (PR date = January 29, 2021)
    https://www.usfunds.com/about-us/in...operating-revenues-increasing-60-qoq-480-yoy/

    December 30, 2020 announcement about HIVE:
    https://www.usfunds.com/about-us/in...ubstantial-gains-in-its-investment-portfolio/

    Convertible debt
    "These debentures convert into roughly 6.41MM shares of HIVE.V at a conversion price of $3 CAD."
    (quote from SA article)

    Warrants:
    "As part of the transaction with HIVE, GROW received 5MM warrants to purchase common stock of HIVE.V at a price of $3 CAD"
    (quote from SA article)

    https://seekingalpha.com/symbol/GROW
    https://seekingalpha.com/symbol/HVBTF
    https://finance.yahoo.com/quotes/HVBTF,hive.v,grow

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    Last edited: Apr 5, 2021
    #490     Apr 5, 2021