Fond kauft seit Wochen schon Cardero Resource ---> mehr als $1mio Kaufvolumen! - 500 Beiträge pro Seite

[Neono]

Guten Abend
Das ist glaube ich einen Thread im Hot Stocks Forum wert!

312117 2004-03-23 2004-09-01 Control or Direction :
Passport Master Fund LP 00 - Opening Balance-Initial SEDI Report 1,723,440

312127 2004-08-13 2004-09-01 Control or Direction :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +15,000 1,738,440

312130 2004-08-23 2004-09-01 Control or Direction :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +65,900 1,804,340

312137 2004-08-25 2004-09-01 Control or Direction :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +20,000 1,824,340

312146 2004-08-27 2004-09-01 Control or Direction :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +6,800 1,831,140

312143 2004-08-30 2004-09-01 Control or Direction :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +1,700 1,832,840

312165 2004-03-23 2004-09-01 Indirect Ownership :
Passport Master Fund II LP 00 - Opening Balance-Initial SEDI Report 1,076,560

316549 2004-08-31 2004-09-09 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +1,357 1,077,917

316551 2004-09-02 2004-09-09 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +1,313 1,079,230

316553 2004-09-03 2004-09-09 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +5,254 1,084,484

319489 2004-09-08 2004-09-15 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +2,145 1,086,629

O 319487 2004-09-09 2004-09-15 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +2,145

A 319487 2004-09-09 2004-09-15 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +3,328 1,089,957

319504 2004-09-13 2004-09-15 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +875 1,090,832

319508 2004-09-14 2004-09-15 Indirect Ownership :
Passport Master Fund II LP 10 - Acquisition or disposition in the public market +5,473 1,096,305

O 316524 2004-08-31 2004-09-09 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +3,100

A 316524 2004-08-31 2004-09-09 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +1,743 1,834,583

316550 2004-09-02 2004-09-09 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +1,687 1,836,270

316552 2004-09-03 2004-09-09 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +6,746 1,843,016

319485 2004-09-08 2004-09-15 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +2,755 1,845,771

319495 2004-09-09 2004-09-15 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +4,272 1,850,043

319502 2004-09-13 2004-09-15 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +1,125 1,851,168

319509 2004-09-14 2004-09-15 Indirect Ownership :
Passport Master Fund LP 10 - Acquisition or disposition in the public market +7,027 1,858,195


Das sind die, die das letzte PP zu 2,65 gezeichnet hatten und denen waren die 2,6mio wohl nicht genug. Inzwischen halten sie schon 2,954,500 Carderos

Ralph McCluskey und John Burbank managen diesen Passport Master Fund LP (ein Hedge Fond) zusammen.

Wir sind anscheinend in allerbester Gesellschaft.
Ralph McCluskey and John Burbank schreiben für den:

PAIRS Report
The Pairs Report identifies Pair trades across various sectors through in-depth fundamental analysis. We believe a strong fundamental underpinning to a pair trade will enable the relative value---therefore alpha---to emerge over time despite potential short-term movements against the trade. On the long side, we look for companies with strong and improving earnings and cash flows, leaders in their sectors, usually with strong and sustainable franchises. We focus on sectors with positive long-term fundamentals and whose prospects are either misunderstood or deemed irrelevant by the market. We pair our long with short positions, which we have identified as overvalued relative to our longs in terms of their position within the industry, the weakness of their balance sheets, the lack of earnings power, management and strategy.

http://www.pcssecurities.com/

About the Authors:
John Burbank, Director of Research
Pacific Assets Management - San Francisco
1999-2000, Equity Research Consultant

$500 million arbitrage hedge fund
US and International bottom-up fundamental research
Long and short investments in the telecom, media and technology sectors
Gross performance: 2000: 49%; 1999: 37%

Walther Lovato, CFA
ValueVest Management - San Francisco
1998, Equity Analyst

$150 million global value fund
Conducted equity research for the European and Latin American media sectors.
Identified and analyzed investment opportunities in the radio and publishing industries.
Goldman Sachs & Co - London
1997, Summer Associate, Equities Division

Analyzed capital structures and built quantitative models that identified arbitrage opportunities
between holding companies and their publicly traded subsidiaries.
Brown Brothers Harriman & Co - New York/ London
1991-1996, Research Analyst/Institutional Equity Salesman

Research Analyst in NY covering the Paper/Forest Products and Regional Bank sectors;
Conducted fundamental company and sector analysis. Co-authored equity research reports.
Institutional Equity Salesman in London covering European buy-side clients.
UC Berkeley Haas School of Business - MBA
Bocconi University (Milan) - BA received in International Monetary Policy

Ralph McCluskey
JGE Capital Management, LLC - San Francisco
1997-2000, Equity Analyst/Jr. Portfolio Manager

$175 million long/short hybrid hedge fund; 75%/25% public/private equity split
Long and short investments in the financial services, retail, software and telecom industries
Gross performance: 1999: 124%; 1998: 38%
Mercer Management Consulting - Boston/London
1992-1996, Management Consultant

Consulting for clients in the computer, financial services, media and telecom industries
Global 500 clients included AT&T, American Express, IBM, Mannesman & Walt Disney
Benchmark Financial Advisors - Boston
1990-1991, Analyst

Identified and analyzed investment opportunities in early-stage, privately-held technology companies.
Stanford University - AB received in Economics
London School of Economics


Ich glaube das kann sich sehen lassen und passt in jeder Hinsicht zur aktuellen Situation!

Neono

[silbernd]

das ist sicher einen thread wert....

die Jungs werden wissen, warum sie investiert sind.....

[FeussiBaby]

Still und heimlich zieht Cardero immer mehr in seinen Bann

[Neono]

Schlus 3,12 +0,65% 35000

In ein paar Tagen schaun mer mal, wer die Stücke so gemächlich einsammelt

Kaufen wenn die Grossen kaufen!!!

Neono

[Neono]

Die Bollingerbaender kuendigen auch eine Entscheidung an:



Neono

[FeussiBaby]

Und Sie kaufen weiter:

2004-10-11 Passport +16.700

[FeussiBaby]

Ach ne...jetzt sehe ich erst...sind ja zwei
verschiedene :

Passport Master Fund II LP 1.121.880
Passport Master Fund LP 1.872.620

[FeussiBaby]

Würde mich mal interssieren wer da hinter steckt

[FeussiBaby]

Jetzt...


Passport Master Fund II LP 1.147.968
Passport Master Fund LP 1.872.620



ups..

anscheinend ist auch bullionfond in cardero drin

[FeussiBaby]

Die Geschichte mit dem BullionFund habe ich geklärt !

Sie sind nicht drin !

David Chapman hat Cardero nur empfohlen !

Gruss,
Feussi