Founder & CEO Bond Angle, LLC, Bond Angle, LLC

Vicki Bryan

Founder & CEO Bond Angle, LLC

Bond Angle, LLC

Insightful commentary and analysis on bond markets and market movers, including financial, economic, and industry catalysts and management shenanigans. 

High yield market investment research

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<ul>
<li>
Tesla is losing ground in China, which it needs to juice its margins, create *all* its profits &amp; cash flow, &amp; fund most of billions spent on capex. </li>
<li>
Aging Model Y—its last and only thriving model—won't save it. 
</li>
<li>Sales in China were weakening even before what now has become an extended disruption as China fights its worst Covid surge in two years.</li>
</ul>



Tesla is losing ground in China, which it needs to juice its margins, create *all* its profits &amp; cash flow, &amp; fund most of billions spent on capex. 

Aging Model Y—its last and only thriving model—won't save it. 

Sales in China were weakening even before what now has become an extended disruption as China fights its worst Covid surge in two years.


Forget Elon's Twitter Spatter. Tesla's Got Trouble In China.

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/twitter-inc" target="_blank" data-smartkarma-citation="entities:667:1" rel="noopener">Twitter Inc (TWTR US)</a> announced a poison pill in a press release Friday with details in an <a href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001418091/a286d5af-613e-47a2-bfb2-97fb2423dd5c.pdf" target="_blank" rel="noopener">8-K</a> Monday. It will dividend out one right/share on record date 25 April. </li>
<li>The right would allow Rightsholders, under certain conditions, to purchase $420 of shares for $210. That number is not a coincidence. </li>
<li>Some will get upset by this, but there is a lot of fine print. And I review how the poison pill fits into Delaware hostile defence standards.</li>
</ul>



Twitter Inc (TWTR US) announced a poison pill in a press release Friday with details in an 8-K Monday. It will dividend out one right/share on record date 25 April. 
The right would allow Rightsholders, under certain conditions, to purchase $420 of shares for $210. That number is not a coincidence. 
Some will get upset by this, but there is a lot of fine print. And I review how the poison pill fits into Delaware hostile defence standards.


Twitter Launches Its Poison Pill - Now We Wait

David Blennerhassett

<ul>
<li>
<a href="https://www.smartkarma.com/entities/jd-com-inc" target="_blank" data-smartkarma-citation="entities:29043:1" rel="noopener">JD.com (9618 HK)</a>'s CCASS movements are a thing, and there are things going on in the background, but the things in the foreground are not as menacing as they appear. </li>
<li>
<a href="https://www.smartkarma.com/entities/suzuki-motor-corp" target="_blank" data-smartkarma-citation="entities:732" rel="noopener">Suzuki Motor (7269 JP)</a>'s NAV discount and implied stub plumb new lows. Again.</li>
<li>Musk has made a non-binding proposal for <a href="https://www.smartkarma.com/entities/twitter-inc" target="_blank" data-smartkarma-citation="entities:667" rel="noopener">Twitter Inc (TWTR US)</a> at US$54.20/share. Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him.</li>
</ul>



JD.com (9618 HK)'s CCASS movements are a thing, and there are things going on in the background, but the things in the foreground are not as menacing as they appear. 

Suzuki Motor (7269 JP)'s NAV discount and implied stub plumb new lows. Again.
Musk has made a non-binding proposal for Twitter Inc (TWTR US) at US$54.20/share. Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him.


Last Week in Event SPACE: JD.com, Suzuki, Twitter, Toyo Construction, Uniti Group, Singapore Press

<ul>
<li>
Tesla CEO Elon Musk bid $43 billion to buy Twitter and take it private. </li>
<li>Better odds: Elon was bored. Pulled the stunt to irritate the SEC.</li>
<li>Musk gets attention. Collects cash! Bolts before paying the check...on 4/20
</li>
</ul>



Tesla CEO Elon Musk bid $43 billion to buy Twitter and take it private. 
Better odds: Elon was bored. Pulled the stunt to irritate the SEC.
Musk gets attention. Collects cash! Bolts before paying the check...on 4/20



<ul>
<li>Elon Musk has apparently sent a letter to Bret Taylor, Chairman of the Board of Twitter, saying he would make a bid for 100% of Twitter at US$54.20/share. </li>
<li>Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him. </li>
<li>The question is whether this bid, which creates problems of whether one should take it seriously vs literally, or vice versa, engenders more discussion about how the platform makes money.</li>
</ul>


Elon Musk has apparently sent a letter to Bret Taylor, Chairman of the Board of Twitter, saying he would make a bid for 100% of Twitter at US$54.20/share. 
Get it? Get it? Nudge nudge wink wink. That's all part of the fun for him. 
The question is whether this bid, which creates problems of whether one should take it seriously vs literally, or vice versa, engenders more discussion about how the platform makes money.


United States

Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.

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Twitter Inc (TWTR US)

Forget Elon's Twitter Spatter. Tesla's Got Trouble In China.

Tesla is losing ground in China, which it needs to juice its margins, create all its profits & cash flow, & fund most of billions spent on capex....

Vicki Bryan

Twitter Launches Its Poison Pill - Now We Wait

Twitter has launched a poison pill. This may end up in court where the Unocal standard will likely need to be met, but there is ample precedent. In...

Travis Lundy

Last Week in Event SPACE: JD.com, Suzuki, Twitter, Toyo Construction, Uniti Group, Singapore Press

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

Elon Buying Twitter? Probably Not

Elon Musk bid $43 billion to buy Twitter & take it private cuz...free speech. Or: Elon was bored. Pulled stunt to irritate SEC. Gets attention....

Vicki Bryan

Elon Musk Bids for All of Twitter 🤯

10 days after reporting a 9% stake and 5 days after deciding not to take a board seat, Elon Musk has made a non-binding "best/final" bid for...

Travis Lundy

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Forget Elon's Twitter Spatter. Tesla's Got Trouble In China.

Tesla is losing ground in China, which it needs to juice its margins, create *all* its profits & cash flow, & fund most of billions spent on capex....

Vicki Bryan

Twitter Launches Its Poison Pill - Now We Wait

Twitter has launched a poison pill. This may end up in court where the Unocal standard will likely need to be met, but there is ample precedent. In...

Travis Lundy

Last Week in Event SPACE: JD.com, Suzuki, Twitter, Toyo Construction, Uniti Group, Singapore Press

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

Elon Buying Twitter? Probably Not

Elon Musk bid $43 billion to buy Twitter & take it private cuz...free speech. Or: Elon was bored. Pulled stunt to irritate SEC. Gets attention....

Vicki Bryan

Elon Musk Bids for All of Twitter 🤯

10 days after reporting a 9% stake and 5 days after deciding not to take a board seat, Elon Musk has made a non-binding "best/final" bid for...

Travis Lundy

Tesla is losing ground in China, which it needs to juice its margins, create all its profits & cash flow, & fund most of billions spent on capex....