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Target Portfolio as of January 1st 2011
Beschreibung des Ziel-Portfolios in deutscher Sprache Target Investments „Core Value“ This is an overview with short comments for the current portfolio. We will add detailed analysis for the positions...
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HT1 Funding – Update
Die Commmerzbank hatte vor ein paar Tagen Ihre 2010er Zahlen bekannt gegeben. Während man um die Aktie weiter einen weiten Bogen machen sollte (dazu vielleicht mal ein extra Post), gab es allerdings...
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Commerzbank- Kapitalerhöhung – Auswirkungen HT1 Anleihe
Die Ankündigung der doch recht komplexen Mega Kapitalerhöhung hat den CoBa “Tieren” doch noch einen netten Kurszuwachs beschert. Auch die HT1 Anleihe konnte in den letzten Tagen nochmal gut zulegen auf...
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Commerzbank HT1 Tender offer
Good times for my “special Situations” investments. After Draeger came out with an 210 EUR offer last week, Commerzbank today announced that they will make a tender offer (among others) for the HT1...
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HT1 Funding – Hedgefund edition
Last week I quickly outlined the tender offer for the HT1 funding. In short, Commerzbank is offering 71% for HT1, however in shares based on the VWAP of the shares in a certain time period. Today,...
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Commerzbank HT1 tender offer – results
Commerzbank just released the results for their tender offer. Interestingly, all tendered securities have been accepted, so the described arbitrage strategy has worked out nicely for anyone able to...
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Short updates: Rhoen, KPN, HT1 Funding
A few short updates which i think are worth mentioning in a post: Rhoen Klinikum One of my “special situations”. My original thesis behind this was that it is a solid company with a lot of interested...
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