Estoy dispuesto a invertir en tu proyecto.

Tenes una idea o proyecto interesante?

Mandame tu plan de negocios por mail y lo evaluamos, estoy dispuesto a invertir en proyectos que considere rentable.

Condiciones:

Aclararme cuando dinero necesitan para desarrollar el proyecto.
Enviar plan de negocio, no admito una idea tirada al aire.
Ser un proyecto global, no me interesan los proyectos que son a escala limitada.
Preferentemente basados en internet.
Ser un proyecto legal, esto debe sobreentenderse pero ya me imagino que me llega cualquier cosa por las dudas lo aclaro.
Ser objetivo, ser audaz y dispuesto a correr riesgos, si sos una persona quedada segui quedado y no me escribas.

Tambien aclaro que NO voy a responder mas mail que me preguntan de acciones, me es imposible hacerlo, se me ha desbordado todos los limites imaginados de mail y no puedo responderlos ni complacerlos a todos, sepan disculparme.

Skystar Bio-Pharmaceutical Company

SKBI: fue recomendada y recordada en este blog y en rava hoy volo casi un 10 %.

La ultra manipulada de PAM no entre ni la opere, la mire un rato y dije es lo mismo de siempre, mejor me dedico a ganar dinero en serio no en estas porquerias.

Lanzamiento de ADR Pampa Energia.

Mañana el opening bell en el NYSE estara a cargo de la gente de Pampa ( PAM ) la ultra manipulada Pampa seguramente hara un +10 y seguramente comprare y vendere, veremos como se comporta.

Podran ver este evento desde Reflexiones en directo a las 10.29 Hora Argentina ( GMT -3 ) haciendo click en el siguiente link Ver Apertura Pampa Energia NYSE

ACTUALIZACION: PAMPA ENERGIA ya opera en el NYSE bajo la sigla PAM


Pampa Energia Listing

Tomando ganancias.

Asi esta mi cuenta ahora

Goldman Sach esta comprando Lehman ?

Si hacemos un scaneo de que esta pasando con Lehman veremos esto

5373 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Relative Value/Macro Hub Fund Ltd.(Claim No.16740, Amount 6,190,577.00). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5372 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Relative Value/Macro Hub Fund Ltd.(Claim No.16741, Amount 6,190,577.00). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5371 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Relative Value Credit Strategies Hub Fund Ltd.(Claim No.16738, Amount 21,085,641.10). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5370 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Relative Value Credit Strategies Hub Fund Ltd.(Claim No.16739, Amount 21,085,641.10). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5369 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Global Ltd.(Claim No.16742, Amount 3,233,883.41). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5368 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Global Ltd.(Claim No.16743, Amount 3,233,883.41). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5367 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Finance Ltd.(Claim No.23559, Amount 31,421,626.78). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5366 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Finance Ltd.(Claim No.23516, Amount 31,421,626.78). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5365 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Enhanced Credit Bias Hub Fund Ltd.(Claim No.23520, Amount 2,823,186.52). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5364 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Enhanced Credit Bias Hub Fund Ltd.(Claim No.23519, Amount 2,823,186.52). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5363 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Select Credit Hub Fund Ltd.(Claim No.16744, Amount 4,757,960.60). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5362 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Select Credit Hub Fund Ltd.(Claim No.16745, Amount 4,757,960.60). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5361 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Credit Bias Hub fund Ltd.(Claim No.23517, Amount 4,487,124.58). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5360 10/7/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:III Credit Bias Hub Fund Ltd.(Claim No.23518, Amount 4,487,124.58). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5319 10/1/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners, LP(Claim No.17601, Amount 821,074.22); TPG-Axon Partners, LP(Claim No.21484, Amount 821,074.22). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5318 10/1/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners, LP(Claim No.17600, Amount 23,820,228.00); TPG-Axon Partners, LP(Claim No.30099, Amount 24,120,008.63). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5317 10/1/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners (Offshore), Ltd(Claim No.29889, Amount 46,360,344.56); TPG-Axon Partners (Offshore), Ltd(Claim No.17599, Amount 45,745,423.00). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5302 9/29/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners, LP(Claim No.17604, Amount 821074.22). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5301 9/29/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners (Offshore), Ltd(Claim No.17603, Amount 7552687.06). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

5300 9/29/2009 Transfer Agreement FRBP Transfer Agreement 3001 (e) 2 Transferors:TPG-Axon Partners (Offshore), Ltd(Claim No.17602, Amount 7552687.06). To Goldman Sachs Lending Partners LLC. filed by Michael Friedman on behalf of Goldman Sachs Lending Partners LLC.(Friedman, Michael)
Debtor: Lehman Brothers Holdings Inc.
Related: none

4856 8/19/2009 So Ordered Stipulation signed on 8/19/2009 Between Lehman Brothers Special Financing Inc. And Goldman Sachs Bank USA Providing for Limited Relief From The Automatic Stay. (Rodriguez, Maria)
Debtor: Lehman Brothers Holdings Inc.
Related: none

4702 8/5/2009 Notice of Presentment of Stipulation, Agreement, and Order Between Lehman Brothers Special Financing Inc. and Goldman Sachs Bank USA Providing for Limited Relief from the Automatic Stay filed by Robert J. Lemons on behalf of Lehman Brothers Holdings Inc.. with presentment to be held on 8/13/2009 at 12:00 PM at Courtroom 601 (JMP) Objections due by 8/13/2009, (Lemons, Robert)
Debtor: Lehman Brothers Holdings Inc.
Related: none
Posted by Troy at 5:29 PM 0 comments
Lehman Judge Says It Can Move Ahead With Suncal Plan
Oct. 7 (Bloomberg) -- The judge overseeing Lehman Brothers Holdings Inc.’s bankruptcy case said the former investment bank can move ahead with an effort to spend estate money on a plan to reorganize projects its financed for real estate developer Suncal Cos.

U.S. Bankruptcy Judge James Peck in New York today approved Lehman’s request to press its plan for reorganizing SunCal projects that are in bankruptcy protection in Santa Ana, California. SunCal has blamed the insolvency of the projects on Lehman.

Lehman has said it will pay out no more than $15 million to cover subordination claims in the SunCal cases and then bid for the projects using about $2 billion in claims it has tied to secured loans it made to SunCal. Doing so would improve the return for Lehman’s creditors on the loans, the bank said.

SunCal has said Lehman no longer own the loans and so can’t assert secured claims. U.S. Bankruptcy Judge Erithe A. Smith in Santa Ana has already agreed with SunCal that Lehman doesn’t own the debt, which it transferred to Fenway Capital. She is weighing whether Lehman has standing as an agent for Fenway to assert the claims. An Oct. 15 hearing is scheduled in the case.

There are other plans being offered to restructure the bankrupt SunCal entities, including one SunCal favors from D.E. Shaw & Co. Lehman will likely amend its plan to bring the projects out of bankruptcy, Lehman lawyer Garrett Fail said.

Estate Money

“We don’t believe there will be any material adverse impact” to Lehman’s creditors from the amendments, Fail said.

Peck said he was concerned the amount of estate money, funds belonging to Lehman’s creditors, could grow substantially as Lehman negotiates revisions to its plan.

“Is this a blank check?” Peck asked, noting he didn’t want a $15 million commitment to turn into a $30 million one.

He agreed to sign off on the proposal after lawyers for Lehman said the committee representing its unsecured creditors will be consulted on any changes and material changes will be posted on Lehman’s court docket as well as SunCal’s.

“Our understanding with the debtor is that amendments will be made with committee approval,” creditors committee lawyer Dennis O’Donnell said.

Lehman filed the largest bankruptcy in U.S. history in Sept. 2008 with assets of $639 billion.
Posted by Troy at 5:24 PM 0 comments
Current Valuation 7 Oct 2009
% Face value based on closing price on 10/07/2009

LEHNQ - 8M @ $25 2.00% of face on 107% 10-day average volume
LEHKQ - 12M @ $25 2.20% (52-week high) of face on 28% 10-day average volume
LEHLQ - 12M @ $25 2.00% of face on 103% 10-day average volume
LHHMQ - 16M @ $25 2.00% of face on 112% 10-day average volume

Capital Trusts are trading at an average of 2.05% (+/- 0.10%) of face value--highest composite average and smallest STD since I've been tracking them. Compared to the Traditional Preferred Shares, CTs are trading at a whopping 248% premium--a recent high

LEHCQ - 5M $50 0.40% of face on ZERO volume
LEHDQ - 4M @ $50 0.76% of face on 92% 10-day average volume
LEHFQ - 12M @ $25 0.80% of face on 153% 10-day average volume
LEHGQ - 5.2M @ $25 0.24% of face on 2% 10-day average volume
LEHJQ - 66M @ $25 0.73% of face on 50% 10-day average volume
LEHPQ - 4M s@ $1000 0.60% of face on 3% 10-day average volume
LBHGP - 2M s@ $1000 0.50% of face on 58% 10-day average volume

Traditional Preferred Shares trade at an average of 0.59% (+/- 0.21%) of face value.

Negating CQ (which never trades), it appears that LEHPQ is the most undervalued with respect to the other traditional preferred shares. That is assuming that the anomalous trades in LEHGQ normalize and the ask of $0.224 is more indicative of the correct price.

LEHMQ closed down 2.2 at $0.176 on 28% 10-day average volume.

Fuente: Lehman Lotto

Alcoa, Cenx, Trit y BBX

Estas acciones siempre me gustaron y Cenx especialmente cuando la recomende en 5 dolares le di un target de 10 dolares que fue cumplido y luego depuro hasta ayer que exploto.

Particularmente me gusta mucho mas CENX por que es mucho mas volatil en precios que Alcoa y me da ganancias rapidas.

Mi Target para ALCOA de aqui a 1 año es de 30 Dolares, al igual que CenX y Trit.

La que veo mal es BBX que sigue bajando, la estoy siguiendo y esperando el momento de reversion para empezar a entrar.

Aunque no lo crean no tengo ningunos de estos papeles actualmente, posiblemente espero el momentum para entrar en CENX y TRIT en el corto plazo.

Asi mismo estamos a solo 1 semana del fallo de Lehman, mientras tanto seguimos tradeando.



Recuerden el post Lo mejor esta por venir cuando lo dije en un momento dificil del mercado.

ACTUALIZACION: CERRE POSICIONES PERDEDORAS Y AGREGUE TRIT, CENX PARA BUY Y CHIP short

Entiendanlo

Me estoy cansando de recibir emails con ofertas de trabajo, entrevistas y que me quieren conocer para hacerme preguntas. Lo que me sorprende es que muchos son gente que labura en bancos, u empresas de renombre.

Sepanlo NO ME INTERESA, yo no necesito ni dinero, no doy cursos primero por que no tengo paciencia en darlos y segundo me irrita la mayoria la gente ya que tengo un caracter bastante dificil.

El dia que lo necesite estare fundido y esa gente no le interesara hablar conmigo. :)

Ahora entiendo cuando Buffet decia que wall street era el unico lugar en el mundo en que los que vienen en limusina les piden consejos a los que vienen en colectivo.

Hay dias que me dan ganas de cerrar el blog y dedicarme a otra cosa, todavia no entiendo por que no lo hago.

No hay misterios

Me gusta el mercado, me gusta mi portfolio siempre positivo.

Actualizacion: Pensando en volver a TRIT la estoy viendo en $30 dolares.