ASYI – To cucpa. Respectfully, you're mistaken...
Kindly re-read my post, as you are mistaken. It did not specify the likelihood of any new merger date. It merely indicated that in the next week or so many of us here will celebrate the passing of one full year in this trade; and as such, we will be entitled to receive capital gains treatment on any returns we make when a merger is finally announced.
I (like many others here) began buying ASYI during the first week of April (as a result of certain unnamed 'swells' here who were actually working for shorters), and almost immediately had to begin averaging down as the PPS started to fall. I’ve been doing that ever since. Therefore, each and every week after that point in time when I made my very first purchase, I will be entitled to receive capital gains treatment on those purchases … but only AFTER the merger is finally announced.
So I’m sorry if you mistook my posting to be another speculation about a possible new merger date … as it was not intended to be that.
HOWEVER, I do think that there are some VERY interesting things now brewing in this trade … one of which YOU casually mentioned … some 4 or 5 months ago!
Now that Beatty has bizarrely committed himself to merging MKHD with the likes of seriously troubled FRMB, it would “appear” that william48’s T/R/M theory is dead in the water. HOWEVER, I have learned (from a person whose name I can’t openly disclose) that there was a lot of “BUZZ” at the recent CompTel convention about a possible merger between GCS andRAZORSIGHT (a privately-held company that you first had an interest in … 4 or 5 months ago).
Clearly, I cannot vouch for that “buzz”, as Clutch Cargo did not attend the convention … HOWEVER, I do know of someone who did attend … and HE maintains that he engaged in several very excellent conversations regarding that subject.
As you might know, GCS increased its 2012 revenues by at least 40%. But did you also know that RAZORSIGHT increased its 2012 revenues by a staggering 246%!!!
Also, GCS and RAZORSIGHT are already “strategic partners” … with GCS tasked to indentifying potential clients for its “front-office-connectivity-operations”, while RAZORSIGHT is tasked with finding clients for its “back-office-analytics-operations. Pursuant to their “strategic partnership”, every time that either of them lands a new client, they immediately introduce that new client to the other “strategic partner”. That way, each new client gets exposed to BOTH companies which have different product-sets to sell to that client.
The joint marketing concept that they are using is sheer genius … especially when you come to understand that both companies have individual, non-competing product-sets that are entirely UNIQUE throughout the entire telecommunication carrier industry. In all respects then, such a “merger” would be “a match-made-in-heaven”.
And there are many, many “LINKAGES” suggesting the possibility of just such a merger … “LINKAGES” that I’ll describe in a forthcoming post. But be that as it may, you would do well to RE-VISIT your earlier thinking about the prospects of such a merger … A MERGER BETWEEN TWO PRIVATELY-OWNED COMPANIES THAT WOULD THEN MERGE INTO ASYI FOR THE OBVIOUS TAX BENEFITS … AS WELL AS THE LIQUIDITY THAT SUCH A MOVE WOULD INSTANTLY GIVE.
Lastly … and on a side note … I’ve decided (as a result of MKHD’s departure; and the apparent death of the T/R/M) that my initial calculation of the pre-merger conversion rate is too high. I do not now believe that the ratio will be 100 shares of ASYI for 1 share of GCS (or GCS-RAZORSIGHT). I now believe that the ratio will be no more than 50 shares of ASYI for every 1 share.
Therefore, the IMMEDIATE return on the 53 Million shares of ASYI that you now own --- and I KNOW that you own those many shares --- once the ticker symbol of ASYI “transforms” into that of GCS (or GCS-RAZORSIGHT) would be calculated as follows:
PLEASE NOTE THAT THE CALCULATION USED BELOW IS CONSERVATIVELY BASED ON THE NEW TICKER’S PPS BEING ONLY 50% OF WHAT ASYI’s TICKER ACHIEVED WHEN THE NEWS OF THE BDS-LOI WAS FIRST ANNOUNCED (i.e., $0.019):
53 Million ASYI shares / a pre-merger conversion ratio of 50 for 1 = 1,060,000 new shares of GCS (or GCS-RAZORSIGHT) x $0.82 per share = $869,200.00 in pre-tax income for cucpa … SOME of which will be entitled to be treated as “capital gains”, as opposed to “ordinary income”.
So congrats to you, my man. If this thing turns in the direction that I think it ultimately will, you just might not have to work another day-job for the next 10 to 15 years!
Be well then, and keep buying (when possible) … because ASYI is a “certified-locked-down-PRISONER” to all the dreams, hopes and desires of people like you and me … people who have the PATIENCE to wait for Mister-Money to pull up into their drive-way.
AI
