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SÄHKÖPOSTIKETJU

AVGO

7 viestiä

Lähettäjät: Paul Barrett · Jeffrey Epstein · Richard Kahn

Viestit on järjestetty aikajärjestykseen, kun kaikkien viestien aikaleima on tulkittavissa; muuten ne näytetään arkiston alkuperäisjärjestyksessä. Esiintyminen kirjeenvaihdossa ei ole osoitus osallisuudesta rikoksiin. Lähde: Epstein Files -arkisto (House Oversight Committee).

VIESTI 1 / 7

RE:

Lähettäjä: Paul Barrett
Vastaanottajat: jeffrey E. <[email protected]>, Richard Kahn
Aika: Friday, July 13, 2018 9:42 AM
I understand your frustrations and appreciate your willingness to figure out a solution. I have some ideas which I will send you over the weekend if that is OK. 
Re Broadcom: the stock is up $1.20 at $211.50. After the initial shock reaction of yesterday, there has been a lot of focus on the cost synergies etc. but very little conviction in revenue opportunities. However until we hear from management as to the overall intentions of the deal, uncertainty will linger. 
This morning the pricing is as follows: 
Aug 200 Puts cost $4.10 
Sept 200 Puts cost $7.90 
Earning are on 08/30. So worst case is the uncertainty lingers until then which would argue to buy the Sept puts. However I still prefer buying the Aug puts as I would fully expect more clarity from management before August expiry. 
Paul
VIESTI 2 / 7

Re: AVGO

Lähettäjä: Paul Barrett
Aika: Fri, Jul 13, 2018 at 1:40 PM
Any thoughts on the AVGO Aug puts? Stock trading at 204.50. 
Aug puts now $6.50
VIESTI 3 / 7

Re: AVGO

Lähettäjä: jeffrey E. <[email protected]>
Vastaanottajat: Paul Barrett
Aika: Friday, July 13, 2018 1:55 PM
lye had enough! !!! Which puts ???
VIESTI 4 / 7

Re: AVGO

Lähettäjä: jeffrey E. <[email protected]>
Vastaanottajat: Paul Barrett, Richard Kahn
Aika: Friday, July 13, 2018 2:18 PM
Again?? How many puts ? What are the alternatives. The fact tgat you iwn thd stock at a higher price is 
affecting your decision. Sorry. This is judt ridiculous!!! Would you buy the stock here. ???? If you would 
would you also buy puts ??? My patience is at its end
VIESTI 5 / 7

Re: AVGO

Lähettäjä: Richard Kahn
Aika: Fri, Jul 13, 2018 2:35 PM
i believe he is married to broadcom as has he got stuck with stock on both 4,000 lots from selling puts..
VIESTI 6 / 7

Re: AVGO

Lähettäjä: jeffrey E. <[email protected]>
Aika: Jul 13, 2018, at 2:41 PM
Did he sell naked puts??
VIESTI 7 / 7

Re: AVG°

Lähettäjä: Richard Kahn
Vastaanottajat: jeffrey E. <[email protected]>
Aika: 7/13/2018 6:46:14 PM
i do not believe so.. 
i will look into exact trades..