BABA/ANT delisting and options on them...

C

Cabin111

Just want to talk out loud for a minute...Please talk me out of this buy.

Currently Alibaba is trading (US) at $76.82...It got below $75. today. They own Ant Group...Which is like Pay Pal in China. Yeah, I keep an eye on the China market. I know about the delisting of companies (cooking the books) and the CCP wanting to control more companies. That was why Ant never made it to market.

In your opinion if the government said we will run with clean auditors (approved western ones), how much would China (and BABA) rise?? Would that ever happen?

If I were to buy 100 shares of BABA and did a covered call for March 23 for say $80., would that be crazy?? Would the transaction be finalized in the Hong Kong exchanges (plus Hong Kong fee vs American Depository) if it got delisted??
I'm sure there are a ton of fees for using the Hong Kong exchange...

I see value here, but I don't know how to unlock it. Any ideas?? Just do a simple put...Unlock value if it's there??
 
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Carl Ichan has done real well with '' value'', over many years/ but he is unusually good. Most dont . He also got board of directors changes
WEAK tech sector\ weak benchmark SPY + I like tech when its trending well. [IF March is the bottom, fine??]
But even the SPY benchmark buyers cant get much volume, or follow thru, but anything is possible.
I still have a chinese crowbar, half yellow +a good tool +good steel :caution::caution:
 
I'm also interested in others opinions. I traded BABA stocks in 2020-21 and did well, but pulled out when the government intervened. I'm somewhat shocked at how low the stock price now is.
My 2 cents, why take a risk on BABA when so many US stocks are down 30-50% and soon to bottom?
The list of Whatifs is long on BABA:
Ants is spun again
BABA delists from US market
Government intervenes again
US sanctions China over Russia support
US sanctions China over Taiwan invasion

75 is very low, but it's not 0.
 
quite a beautiful chart.
next target $60 (if it is still available for trading).

use a straight ruler to determine when to short it.
But then, the price has already gone down since months ago.
 
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Basically you become an investor with no direct way to sell your shares then. So you play the dividend game. If you are unlucky you get bought out at an even lower price.
 
Cabin111 said:
Just want to talk out loud for a minute...Please talk me out of this buy.

Currently Alibaba is trading (US) at $76.82...It got below $75. today. They own Ant Group...Which is like Pay Pal in China. Yeah, I keep an eye on the China market. I know about the delisting of companies (cooking the books) and the CCP wanting to control more companies. That was why Ant never made it to market.

In your opinion if the government said we will run with clean auditors (approved western ones), how much would China (and BABA) rise?? Would that ever happen?

If I were to buy 100 shares of BABA and did a covered call for March 23 for say $80., would that be crazy?? Would the transaction be finalized in the Hong Kong exchanges (plus Hong Kong fee vs American Depository) if it got delisted??
I'm sure there are a ton of fees for using the Hong Kong exchange...

I see value here, but I don't know how to unlock it. Any ideas?? Just do a simple put...Unlock value if it's there??
More...


I had issues thinking that was going to happen, their cheapness caused the gambler in me to buy. KWEB, BILI(I love Chinese style Manga), DIDI, IQ, BABA, JD. It was difficult to believe Bejing would destroy their stocks. Maybe that was wishful thinking?
 
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