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    Now that I am back in the office, I see that its...

    Now that I am back in the office, I see that its oversubscribed by 200 mil as of today. I must have misread the PR, I [thought I] read the 19th. Sorry for the confusion on that.
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    Good work Airman

    Good work Airman
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    I should add, I don't think 3.35 holds. I just...

    I should add, I don't think 3.35 holds. I just think it holds until the debt offering is fully subscribed. and by 'holds', I mean no closes below.
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    I know it feels like it, but not yet. SnP is...

    I know it feels like it, but not yet. SnP is still 60 points off the 1/20 low. Dow is still [technically] in a retrace channel from that same bounce. Those supports would need to break and then some....
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    We should hold 3.35 Until charter is done placing...

    We should hold 3.35 Until charter is done placing it's debt offering unless the market sell-off really accelerates.
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    A lot of tilting at windmills. Time is better...

    A lot of tilting at windmills. Time is better served focusing on the market right now during this period of transition.
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    JR, We've all been there. Not sure of your...

    JR,

    We've all been there. Not sure of your cost basis on these or your time horizon, that is a big factor. This is an adjustment period (equity, debt and FX) as the world weens its self off...
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    JR, Its a long discussion on the why SIRI...

    JR,

    Its a long discussion on the why SIRI will do what its going to do. It has to do with the macro and things specific to SIRI (QE juiced multiple, NOLS, Tax impacts on current FCF, buyback, cap...
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    Cheese and rice dm, you parse and twist words...

    Cheese and rice dm, you parse and twist words with the worst of them. I don't have time to play your games, I am going to leave you to guide the room with your sage advice.
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    Dm, don't confuse things. I said that when the...

    Dm, don't confuse things. I said that when the stock was over 4. I may have reiterated right around the time we lost 4. The rate they were running was 130-140 mil shares per Q (I need to double check...
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    May not need any at all. It has been a while,...

    May not need any at all.

    It has been a while, and it would not be the same call. But, it would get there for the same reason. Macro event during a period where the buyback is not founded (slower...
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    Careful with all this 2.75 talk, I bought a can...

    Careful with all this 2.75 talk, I bought a can of Pledge... Think of dusting it off. Not quite yet, but I got what I was looking for today.

    Still short @ 4.10
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    For sure, it ain't pretty.

    For sure, it ain't pretty.
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    Based on pre market, I am going to hold off on...

    Based on pre market, I am going to hold off on covering my 4.10. Want to see what we do at 3.60 (outlier pm trade) if it breaks and closes below 3.65 we just went through the the 3.65 to 3.96 range...
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    I think Merck has a pill for both of those. Rough...

    I think Merck has a pill for both of those. Rough day for the longs.

    I am debating covering @ 3.65, this move down is a lot faster than I had been thinking. The whole market needs a pause, every...
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    Market seems dead set on visiting the flash lows...

    Market seems dead set on visiting the flash lows of 8/24. Volume is not all that impressive, sort of orderly deflating. VIX seems like its knows whats going on, but does not care.
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    Nothing concrete, its all mild theory (to me)....

    Nothing concrete, its all mild theory (to me). But there is probably some sort of communication going on. For this one, its probably just a request by one market maker for something, who knows if the...
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    Yeah, saw that too. happened @ 4:17 am. there was...

    Yeah, saw that too. happened @ 4:17 am. there was a 3.96 trade as well. The theory would be, with the bookends defined, that is the range they (this particular MM) want to keep the stock until they...
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    Oil has to hold a bid here @ ~30.50 (wti) 31.00...

    Oil has to hold a bid here @ ~30.50 (wti) 31.00 (brent), or we will have some additional selling on the equity side.

    No strength in oil = no relief rally = no good.
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    Looking for a bit of a relief rally, 38.2% (3.92)...

    Looking for a bit of a relief rally, 38.2% (3.92) retrace @ a minimum, roughly @ the 150/200 day. It may stall for a bit @ 3.86/3.87 (23.6%), but it should push through. Fib is your friend, all lined...
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    In Autos, the inventory to sales ratio is getting...

    In Autos, the inventory to sales ratio is getting a bit concerning. Been creeping up for the past 18 months, it at the highest since 2008. Still can go higher, but something to keep an eye on.
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    Back of the napkin, working the fib off the 3.31...

    Back of the napkin, working the fib off the 3.31 and 3.65 lows and the 4.20 high. numbers might be a bit off, but only slightly. Feel free to correct, doing the #'s in the airport.

    3.86/3.87 is...
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    bdp, There is a lot of room left on the 4th...

    bdp,

    There is a lot of room left on the 4th buyback. The concern is it is not fully funded as of yet. They have room on the revolver, but the is short term funding. So as of right now, any...
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    I should add, if we get the close below 3.96,...

    I should add, if we get the close below 3.96, expect an effort to take it back in the next few days to prevent the call.
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    Still in Brazil, back in the states mid Jan. ...

    Still in Brazil, back in the states mid Jan.

    Still short @4.10, close of 3.95 or below represents a new trading range with 3.65 main support for the range. If it gets there, you should see a...
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