Author Archives: Ket Garden

by | June 23, 2016 · 1:10 pm

Will Britain leave the European Union today?

 

Finally the day is here, June 23, 2016. The day all traders have talked about in months. The day when Britons go to the polls to decide whether to leave or remain in the European Union. Traders have talked about it because a Brexit will move the markets.

I don`t trust the polls because they are never perfect. In this case, we have seen remain in the EU to win against leave the EU camp. Until now. The wind changed, and Leave the EU camp went straight up last month.

 

Latest Brexit polls odds - UK EU referendum

 

Now, only hours before the Britain’s are finish to vote,  remain in the EU camp have been fighting back and lead with only 2%. So, who can change the game? About 10% doesn`t know what to do, which means they will make up their mind in the last hour.

The polls indicate the vote result is too close to call.

Traders I have talked  with expect Britain to remain, but if we wake up to a Brexit tomorrow I think the volatility will increase. Not only that. We will also see economic and political turmoil. The value of the British pound will plunge and BOE will touch the interest rate.

The British pound have already moved before the referendum, and the British pound had its strongest surge since the aftermath of the 2008 financial crisis. Its up 3% against many other major peers in one single week.

I think the British pound are skyrocketing because the traders belive Britain will remain in EU.

The Euro have consolidated since June 2014, when ECB President Mario Draghi introduced negative interest rates. The Euro have since then moved up and down of about $1,05 to $1,15. Right after Draghi introduced the bad news, the Euro dropped 20%. According to data from the Organisation for Economic Co-operation and Development, the Euro is 17 percent undervalued.

The leader of the leave the EU campaign, Former London Mayor Boris Johnson, told Sky News “This is our last chance to take back control and it`s worth fighting for, he said.

The voting booths opened at 7 a.m on Thursday, and a record 46,5 million Britons registered to cast ballots.

 

BRIT

 

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | June 21, 2016 · 12:43 pm

51% use social media for news each week and the growth has been enormous since 2013

Do you still read latest news on dead paper? Do you still watch TV for your latest news? If so, I can tell you who you are and how old you are. A new report from Reuters institute for the study of Journalism at the Universe of Oxford, claims that there is a generation divide when it comes to news consumption.

The research is based on a survey of more than 50,000 online news users in 26 countries around the world and it is the largest ongoing study of its kind. Author Nic Newman said “We really hit a landmark this year”, and for the first time, more than half of the DNR sample now uses social media for news each week, and the growth has been enormous since 2013.

51% use social media for news each week
12% say social media is their main news source
More 18-24`s now prefer social media (28%), as a news source, to TV news (24%)
44% of the DNR sample uses Facebook for news each week

No one is near the social media king Facebook with 44%. Next is YouTube (19%), although the video network plays a prominent news role in some countries. The report also claims that video news is growing more slowly than expected. Twitter is third with “only” 10%.

Press release graph 1 (1)

The report explores news consumption in : the US, UK, Germany, France, Italy, Spain, Portugal, Ireland, Norway, Sweden, Finland, Denmark, Belgium, Netherlands, Switzerland, Austria, Hungary, Czech Republic, Poland, Greece, Turkey, South Korea, Japan, Australia, Canada and Brazil.

Director of Reuters Institute for the Study of Journalism (RISJ), Dr David A L. Levy, said in the foreword that the report is the fifth annual report that explores the changing environment around news across countries and you can read more about it at http://www.digitalnewsreport.org

Digital-born companies like BuzzFeed and The Huffinton Post are growing and The Huffington Post is the second most-consumed online news source in the U.S and the third popular in the U.K.

But do people trust the news? In the Unites States, news media is trusted by a third (33%) of users, but its worse in Greece with its lowest at 20%. Finland are at the top with 65%. It remains to see good quality Journalism and people’s willingness to pay for it.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | June 16, 2016 · 9:00 am

Oracle can be in the midst of a tectonic shift to the Cloud

Microsoft acquired LinkedIn for $196 per share, and this will not be the last deal in the tech industry I think. The M&A will continue, but who are in the position to push the M&A activity any further?

Blue chips are. So are Oracle Corporation which is scheduled to report fourth quarter of fiscal 2016 earnings results on Thursday, June 16. The company have had a lot of problems lately but what can we expect now?

 

365459-CloudWorld-612

Oracle lost its high-profile copyright fight with Google, and they are named in a $3 billion suit by the former HP Enterprise. Hewlett-Packard claims Oracle «breached a clear contractual obligation to HP and acted in bad faith, with the intention of driving hardware sees from HPs Itanium to Oracles sun servers.»

The two used to be business partners but a split deepened when Oracle Corporation acquired HP rival Sun Microsystems and later hired HP ex Mark Hurd as co-president. On top of that; former senior finance manager is suing, saying she was terminated in relation over complaints about accounting practices in its cloud services business.

Management pushed Svetlana Blackburn to «fit square data into round holes» to make the business look better, she claims. The stock have been declining since 2014, but BofA/Merrill Lynch views the quarter as a turning point in the cloud segment.

The cloud business is still «only» 6,5 percent of total revenue, but this business segment is growing. The stock price look undervalued with the price just below $40, and many investors are waiting for the stock price to breakout from its consolidation between $35 – $45.

Oracle is the world`s largest provider of enterprise software and a leading provider of computer hardware products and services. Oracle the database software giant in the midst of a tectonic shift to the Cloud.

Cloud is beginning to come into play. Last quarterly results authorized cloud transition with step-like increases in Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS) sales growth rates. It`s difficult to see how their gross profit can decline as their SaaS/PaaS revenues probably will increase in fiscal year 2017.

Oracle is coming off a better than expected third quarter in which they beat on the bottom line but missed sales estimates. The continued transition from licensing, where revenues are booked upfront, to a cloud subscription model, where it is realized month to month, will hurt top line growth as witnessed this past quarter.

Oracle enjoys a leading position in enterprise and database management systems. They are also gaining ground in the rapidly growing cloud sector, which is one of the fastest growing sectors in technology and that has without doubt benefitted Oracle.

Its expected to see an earnings of $0,82 per share on $10,5 billion in revenue, and thats one penny higher than Wall Street on the bottom line and in-line on the top. YoY comparisons are now projecting a 5% increase in profitability with sales actually decreasing 2%.

Oracle reports on Thursday, June 16.

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | June 14, 2016 · 9:00 am

Microsoft will integrate LinkedIn into Dynamics and Microsoft Office 365

LinkedIn is a small company compared to Facebook, and the stock had fallen out of favor after a cautious outlook earlier this year. The stock plummeted more than 40% in just one single day in February this year.

That was then. Now, the went straight up on good news, and the stock skyrocketed 46% in one day. Investors jumped in on the news on monday. Microsoft announced that it has agreed to acquire the professional networking platform in an all-cash deal worth $26,2 billion.

 

lnkd

 

Microsofts CEO Sataya Nadelia said The deal would «bring toghether the worlds leading professional cloud with the worlds leading professional network», and LinkedIns CEO Jeff Weiner will remain at the helm of the social network.

Microsoft is paying $196 a share for LinkedIn.

What company could be better than LinkedIn in terms of their position and opportunity for growth? The price Microsoft paid was fair, and this acquisition will make LinkedIn more valuable under Microsoft`s umbrella than a standalone company.

Microsoft is still one of the worlds biggest companies, and this acquisition was brilliant. Its not difficult to see what Sataya Nadelia is thinking. He will probably integrate LinkedIn into Microsoft Office 365 and Dynamics.

Marketers and professional networks will still use the platform and integrate it in their sales process. They will be more willing to pay for training and to keep on building marketing campaigns their new CRM.

Microsoft will improve the Dynamics CRM software and Office 365 enterprice offerings, and there is no doubt that Microsoft is interested in more market shares in the CRM business. They want to build out their Customer Relationship Management to compete with Salesforce.

A few weeks ago, Microsoft was the first bidder for Marketo which is part of the automated marketing space. And they have enough cash to buy them all. But they are not interested to spend some cash on this acquisition. They will make a loan to avoid a 35 percent tax bill.

Just like Apple last year. They have $180 billion overseas, but borrowed $6,5 billion to pay shareholders a dividend. We still have low rates, and that`s why we have seen a huge activity in M&A recently.

It would be stupid not to do that.

Many big tech companies have a lot of cash. Alphabet Inc, Apple, Microsoft and Facebook have hundreds of billions of dollars in cash and you can imagine their opportunities in the future. But I must admit it was a surprise that Reid Hoffman sold his «baby» to Bill Gates.

What I expected was to see Twitter in that position. Not LinkedIn. But for all I know, maybe Twitter is the next takeover? It`s beginning to be cheap with a market cap of about $10 billion. If this continue, the share price can drop down to about $5.

Twitter should sell before they are worthless. If Google or other media companies wants the platform, they can have it for almost «free» if they wait any longer.

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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by | June 9, 2016 · 6:49 pm

Flying Cars – What appears in the next 5 to 10 years will be incredible

Many lone-wolf investors have tried to make their flying-car dreams come true, but so far they have all ended up very disappointed. Not only with the cars but also with an empty bank account. Now, everything seems to have changed.

Flying cars have been a dream for a long time, but when will it be a reality? Google`s Co-founder Larry Page can make the dream come true. He had funded the new company that is working with those new flying cars which is Zee.Aero.

Zee-Aero is not a part of Google or its holding company called Alphabet Inc. Zee-Aero is funded by Larry Page since the company’s launch in 2010. Zee-Aero started right next to Google`s headquarters in Mountain View in California.

flyingcars

Zee-Aero started to work on a small, all-electric plan which in now a flying car. Larry Page have many similarities to Elon Mush and Jeff Bezos. They are all spending their own money to make a better and safer world based on their own childhood dreams.

So far, Larry Page has spent more than $100 million on Zee-Aero, and the company has its airport hangar in Hollister where a pair of prototype aircraft takes regular test flights, according to Bloomberg. Zee-Aero also has a manufacturing facility on NASA`s Ames Research Center campus at the edge of Mountain View.

It`s more easy to build flying cars now than it was a decade ago. The technology is better, materials are better, and autonomous navigation systems are better. All this together can make the flying car dream come true within a few years from now.

Zee-Aero was led by Kroo, the Stanford aerospace professor. He wrote the original Zee-Aero patent, No 9,242,738, which shows a strange-looking one-seater aircraft. Now, the employees are experts in motor and battery hardware.

The company has hired some of the brightest young aerospace designers and they all come from places like NASA, SpaceX and Boing. But they are not alone. A handful of similar companies work on different types of flying cars.

In May E-volo from Germany conducted manned flights of its Volocopter, which is a two-seat aircraft powered by 18 propellers. Other companies in the same business with a different model are AeroMobil, Aviation, Lilium, Airbus and Terrafugia.

One of the co-founders of Pinterest, Paul Sciarra said that electric motors and batteries appeared to have applications well beyond the auto industry. He said:

«The goal is to build a product that impacts the lives of lots of people. Not just folks that are amateur pilots or wealthy, but everyone.»

An aeronautical engineer who`s spent his career designing advanced aircraft at NASA, Mark Moore, said that «over the past five years, there have been these tremendous advances in the underlying technology.»

«What appears in the next 5 to 10 years will be incredible.»

 

asphalt

Disclaimer: The views expressed in this article are those of the author and may not reflect those of Shiny bull. The author has made every effort to ensure accuracy of information provided; however, neither Shiny bull nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in precious metal products, commodities, securities or other financial instruments. Shiny bull and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.

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