Author Topic: RSYS - Radisys  (Read 6343 times)

writser

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Re: RSYS - Radisys
« Reply #10 on: July 20, 2018, 11:05:07 AM »
I don't really understand it either. I sold the majority of my holdings in the high $1.50's. Tempted to buy back a few shares but a bit hesitant that I'm missing something. Cross-border deal with an Indian mogul buying possibly sensitive technology ..
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.


Gregmal

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Re: RSYS - Radisys
« Reply #11 on: July 20, 2018, 11:15:59 AM »
Yea it's odd. The company has an earnings call soon and will be hosting a conference call apparently to discuss results which to my knowledge, normally isn't the case with a merger pending. But who knows. The key is as writser alluded to, is finding these types of situations and then just trading them for short term price adjustments.

writser

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Re: RSYS - Radisys
« Reply #12 on: July 20, 2018, 11:23:53 AM »
And if the spread moves against you to throw them in the 'long-term compounders' basket until the price moves up again ;) .
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

Foreign Tuffett

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Re: RSYS - Radisys
« Reply #13 on: July 20, 2018, 12:09:59 PM »
And if the spread moves against you to throw them in the 'long-term compounders' basket until the price moves up again ;) .

This stock is like GEICO in 1951! Bro up, compound down! Too legit to quit! So on and so forth....

writser

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Re: RSYS - Radisys
« Reply #14 on: July 20, 2018, 12:17:24 PM »
Hehe. Anyway, today some decent volume around 14:15, couldn't resist to buy some shares at $1.48. We'll see how things turn out (again). Thanks for the timely bump.
When you are dead, you do not know you are dead. It's only painful and difficult for others. The same applies when you are stupid.

Gregmal

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Re: RSYS - Radisys
« Reply #15 on: July 20, 2018, 12:26:07 PM »
And if the spread moves against you to throw them in the 'long-term compounders' basket until the price moves up again ;) .

This stock is like GEICO in 1951! Bro up, compound down! Too legit to quit! So on and so forth....

I don't think this is a business you'd want to own after a deal break. Definitely isn't NXPI. Strictly a numbers trade. That's part of the reason I don't see anyone blocking this. Radysis isn't anything special.

Foreign Tuffett

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Re: RSYS - Radisys
« Reply #16 on: July 31, 2018, 06:28:04 AM »
Preliminary proxy is out. I don't see any surprises (which is a good thing).


https://www.sec.gov/Archives/edgar/data/873044/000119312518231578/d502287dprem14a.htm#tx502287_29

Gregmal

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Re: RSYS - Radisys
« Reply #17 on: July 31, 2018, 01:20:52 PM »
Preliminary proxy is out. I don't see any surprises (which is a good thing).


https://www.sec.gov/Archives/edgar/data/873044/000119312518231578/d502287dprem14a.htm#tx502287_29

Yup, earnings look solid too. Merger is spoken of as a given. Will probably look to add soon.

porcupine

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Re: RSYS - Radisys
« Reply #18 on: July 31, 2018, 07:05:24 PM »
Thinking out loud here...but:

Doesn't loss aversion suggest that current shareholders will want to hold and therefore will want to vote against the acquisition?

Or does the 45.28% institutional ownership negate that fact?

Or, assuming $.70 was fair value before the merger, would current shareholders losing 2.95 mil due to the termination fee (thus causing the share price to drop below $.70 per share) hate losing that much more? Are they willing to cut their losses (since the share price hasn't been this low in years!)?

“Successful investing is having everyone agree with you — later.” –Joe Robillard

porcupine

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Re: RSYS - Radisys
« Reply #19 on: August 06, 2018, 12:25:06 PM »
Yet, the spread widens!
“Successful investing is having everyone agree with you — later.” –Joe Robillard