Small Caps on Thursday Friday

Added on by C. Maoxian.

Very strong broad tone on Thursday and Friday ... small caps set up early afternoon on Thursday ... how you managed initial stop, overnight risk, and trailing stop are key questions.  Third target 76.25 not yet reached by TNA (+3x small cap).

Borgen S02 E03

Added on by C. Maoxian.

Marrot, the last worker in the Worker's Party (tattoo thankfully hidden).  Not a fancy pants like Birgitte or closeted pansy Troels Höx.

NQ Mobile Inc. Convertible 4% 15/10/18 144A

Added on by C. Maoxian.

NQ Mobile sold convertible bonds just prior to the Muddy Waters report.  Had some ups and downs, currently 72.145.

NQ 4 18/10/15 CVT PUT

NQ MOBILE INC

S&P 2013/10/16

ISIN: US64118UAA60

COMMON CODE: 098424253

CUSIP: 64118UAA6

SEDOL: BFP6K85

WERTPAPIER: A1HSE4

US64118UAA60

Putable, Convertible

KY / USD

Finance - Finance

Fixed:Plain Vanilla Fixed Coupon, 144A

Bond Issued

Issue Description

Domicile of Issuer:Cayman Islands (KY)

Market of Issue:United States

Name of Borrower:--

Domicile of Borrower:--

S&P Industry:Finance - Finance

Program Type:--

Seniority:Senior Unsecured

Private Placement:Yes

Guarantor:--

ECB Indicator:Not ECB Eligible

Series #:--

Ownership Type:Book Entry

TRFIT US Eligibility Code:144a for QIB

Date Seasoned:--

TRACE Status:TRACE Reportable

Collateral Type:--

Min. Denomination / Increment:1,000.00 / 1,000.00 USD

Convertible Type:Convertible into Equity of the Issuer

Convertible Into:NQ.N

Warrants:No

Clearing House:Depository Trust Co

Exchange Listed:

MARKETAXESS

EU Savings Tax Directive:Yes

Withholding Tax:--

Offering Type:Private placement-144A

Solvability Ratio:100

suance Details

Issue Date / Price / Yield:

2013/10/16/ 100/ --

Issue Spread:-- (--)

Original Issue Amount:172,500,000 USD

Total Issue Amount:172,500,000 USD

Total Price to Public:172,500,000 USD

Announcement Date:2013/10/07

Auction Date:--

MTN:No

Underwriters:DEUTSCHE SECURITIES INC
MORGAN STANLEY & CO LLC

Underwriters:

NameTypeAmount

DEUTSCHE SECURITIES INCJoint Lead Manager--

MORGAN STANLEY & CO LLCJoint Lead Manager--

DEUTSCHE SECURITIES INCBookrunner--

MORGAN STANLEY & CO LLCBookrunner--

Principal / Coupon Information

Maturity Date:

2018/10/15 @ 100

Principal / Coupon Currency:USD / USD

Amount Outstanding:172,500,000 USD

%Amount Outstanding / Total Issue Amount:100.0000%

Coupon Type / Frequency:Fixed:Plain Vanilla Fixed Coupon / Semiannually

Current Coupon / Next Pay Date:4.0000 / 2014/10/15

Coupon Formula:--

Dated / First / Final Coupon:

2013/10/16/ 2014/04/15/ 2018/04/15

Irregular Coupon:First

Ratings

Rating SourceDateRatingWatch Code

Moody's Long-term Issue Credit Rating2013/10/16N/A--

Standard & Poor's2013/10/16N/A-- 

Gouging Chinese Consumers

Added on by C. Maoxian.

Excerpt from a recent JPMorgan note:

"The China Dairy Industry Association believes that infant formula prices are still too expensive, making reference to the discrepancy between prices of certain key brands in Europe (€9-15/cRMB130, which implies cost of production at below RMB130) vs. prices of these brands also selling in China (RMB200-470)."

Baby drinks Topfer brand milk powder imported from Germany.  I guess we pay around 300 kuai a box, which is three times the price we would pay in Europe.  Small price to pay to avoid melamine poisoning.

Borgen S02 E01

Added on by C. Maoxian.

Magnus, bed-wetter, and possible Minecraft addict (I've seen that look before).  Little Rory McIlroy?

Trading idea for Thu. Jun. 5, 2014 | Fifth Third Bancorp (FITB)

Added on by C. Maoxian.

You'll recall when FITB closed at 95 cents a share back on February 20, 2009.  Well, I remember because I had recommended that all my dear friends load the boat with various regional banks and other financial stocks (including the dreadful Washington Mutual) ... just before the crash.  Live and learn (and lose).

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