Cobas AM: Nueva Gestora de Francisco García Paramés

Ya está El Pelucas con sus tweets.

https://www.eleconomista.es/mercados-cotizaciones/noticias/9844976/04/19/El-petroleo-se-deja-mas-de-un-3-tras-los-nuevos-ataques-de-Trump-a-la-OPEP.html

alguien sabe a qué tipo de interés ha refinanciado TK? Normalmente, tardan un día para el comunicado...si no han dicho nada, es que están teniendo muchos problemas en colocarlo en el mercado...

Lo dudo, sería imperdonable.

Lo mínimo es que lo tengan bien gestionado de antemano.

Jaja, solo 2 en rojo .... y una e ellas la lleva cobas grandes compañías: Teva.

Qué ojo!

Alguien me puede ayudar en esto?

Este fondo está denominado en Dólares; y en Renta 4 no lo tienen en Euros; Bueno creo que lo tienen pero con divisa cubierta.

Es un inconveniente que está en Dólares?. Cambai mucho la rentabilidad? Yo solo tengo euros, claro.

Ms Invf Us Growth A

LU0073232471

Yo te doy mi opinión, si vas a muy largo plazo ten en cuenta como está el dólar, si tienes pensado adquirir riesgo divisa.

No digo que no pueda irse a 0.90 el eur-usd, pero a muy largo el dólar tiende a devaluarse más.

Lo de la divisa cubierta suena muy bien, pero son más gastos para el fondo.

Ir prestado en $ empieza a salir caro, a no ser que cubras con futuros, pero en los rollover de cambio de vencimiento te la lian si o sí.

Esso, la miré hace tiempo precisamente al verla en Magallanes y no me convenció por la irregularidad de sus resultados. Pérdidas en 2013 y 14 y beneficios en 15 16 y 17. 

He vuelto a echarle un ojo: en 2018 con subidas del precio del crudo (y bajada del dolar) tiene pérdidas. Las causas: Efecto inventario -40M, dólar -17 M (¿quién dijo que no tiene riesgo divisa?: no explícito, pero sí implícito), disminución de margenes y cierre programado de una refinería...

Edito: y todo ello con aumento de ventas en 2018.

Además no me gusta: que el 90 % sea de EXXON ya que se pueden producir transferencias ocultas de costes/beneficios en beneficio de la matriz y en perjuicio de la filial. Y el futuro del sector con el coche eléctrico, que si bien el cambio no será inmediato, es un viento en contra.  

No termina de convencerme. 

Sigues en Contango??

Acaba de salir  una nueva comunicacion, y uno de los puntos es para aumentar el limite de acciones de la compañia (acciones como las que se compro el señor Goff en la anterior ampliacion rara a 0,04 centimos).

PROPOSAL 4: AMENDMENT TO CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK

Subject to the approval of the shareholders, the Board has approved a proposal to amend the Company’s Certificate of Incorporation to increase the number of authorized shares of Common Stock from 50,000,000 to 100,000,000. If adopted by the shareholders, the amendment would become effective upon filing of an appropriate certificate of amendment with the Secretary of State of the State of Delaware. The proposed amendment would replace Section A of Article IV of the Certificate of Incorporation with the following language:

“A. This Corporation is authorized to issue two classes of shares of stock to be designated common stock (“Common Stock”) and preferred stock (“Preferred Stock”). The number of shares of Common Stock authorized to be issued is one hundred million (100,000,000), par value $0.04 per share, and the number of shares of Preferred Stock authorized to be issued is five million (5,000,000), par value $0.04 per share; the total number of shares which the Corporation is authorized to issue is one hundred and five million shares (105,000,000).”

As of April 8, 2019, the Company had 50,000,000 authorized shares of Common Stock, with 34,431,954 shares of Common Stock outstanding, an additional 21,585 shares of Common Stock subject to currently exercisable options, and 1,546,938 shares of Common Stock either underlying awards outstanding or still available for grant under our Second Amended and Restated 2009 Incentive Compensation Plan. As a result, only 13,999,523 shares of Common Stock remain available for new issuance outside of the Second Amended and Restated 2009 Incentive Compensation Plan as of April 8, 2019.

The Board believes it is in the best interest of the Company to increase the number of authorized shares of Common Stock in order to give the Company greater flexibility in considering and planning for future corporate needs, including, but not limited to, financings, potential strategic transactions, including mergers, acquisitions and business combinations, grants under equity compensation plans, stock dividends, and stock splits, as well as other general corporate purposes. The Board believes that additional authorized shares of Common Stock will enable the Company to take timely advantage of market conditions and favorable financing and acquisition opportunities that become available to the Company without the delay and expense associated with convening a special meeting of the Company’s shareholders.

The Company has no current plan, commitment, arrangement, understanding or agreement regarding the issuance of the additional shares of Common Stock that will result from the Company’s adoption of the proposed amendment. Except as otherwise required by law or by a regulation of the NYSE American, the newly authorized shares of Common Stock will be available for issuance at the discretion of the Board (without further action by the shareholders) for various future corporate needs, including those outlined above. While adoption of the proposed amendment would not have any immediate dilutive effect on the proportionate voting power or other rights of the Company’s existing shareholders, any future issuance of additional authorized shares of the Company’s Common Stock may, among other things, dilute the earnings per share of the Common Stock and the equity and voting rights of those holding Common Stock at the time the additional shares are issued.

In addition to the corporate purposes mentioned above, an increase in the number of authorized shares of the Company’s Common Stock may make it more difficult to, or discourage an attempt to, obtain control of the Company by means of a takeover bid that the Board determines is not in the best interest of the Company and its shareholders. However, the Board does not intend or view the proposed increase in the number of authorized shares of the Company’s Common Stock as an anti-takeover measure and is not aware of any attempt or plan to obtain control of the Company.

Any newly authorized shares of the Company’s Common Stock will be identical to the shares of Common Stock now authorized and outstanding. The proposed amendment will not affect the rights of current holders of the Company’s Common Stock, none of whom have preemptive or similar rights to acquire the newly authorized shares.

OUR BOARD RECOMMENDS A VOTE “FOR” THE AMENDMENT TO CERTIFICATE OF INCORPORATION TO INCREASE THE NUMBER OF AUTHORIZED SHARES OF COMMON STOCK.

https://seekingalpha.com/filing/4457431

Estoy perdiendo la confianza en esta compañia, ya veremos como se toma el mercado este comunicado.