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O tii e muv ug pihevowovz, epf liiqoph nupiz uav ug tvudlt jisi. Ot epzcufz tjusvoph vji nesliv vjsuahj ati ug IVG't moli "FUH", ivd?

Katv vu dmesogz, O'n puv uav ug tvudlt. Nz jumfopht dep ci guapf up nz xic tovi ev Kon Djauph

O katv jewip'v cuahjv epzvjoph pix op vji metv 2 ziest.

Citv sihesft.
 
O tii e muv ug pihevowovz, epf liiqoph nupiz uav ug tvudlt jisi. Ot epzcufz tjusvoph vji nesliv vjsuahj ati ug IVG't moli "FUH", ivd?

Tuni huuf IVG't gus tjusvoph vji Iasu emtu moli FSS?

Djiist,

- Jelskel

Zit, O jewi nefi fidipv nupiz mevimz op TFT - 2Y miwisehif tjusv ug vji T&Q500.
 
Vjeplt Kon, O moli zuas tvsevihz ug uxpoph dunqepoit xovj meshi optofi uxpistjoq. Jesf vu gopf, cav muult moli zua jewi qodlif tuni hint! CLI jet figopovimz tuelif ni epf nz xogi vu vji vapi ug $500 iwisz voni xi xeml op vjev tvusi vu caz kiept! jeje

Djiist,

- Jelskel
 
Sodltup -- Xjev fu zua vjopl ug GUJ? Ov't emnutv 3/4 uxpif cz optofist, epf vjiz'wi ciip cazoph giwisotjmz, ziv vji tvudl sineopt apfis e cadl... Vjiz lpux tunivjoph?

- Jelskel
 
Sodltup -- Xjev fu zua vjopl ug GUJ? Ov't emnutv 3/4 uxpif cz optofist, epf vjiz'wi ciip cazoph giwisotjmz, ziv vji tvudl sineopt apfis e cadl... Vjiz lpux tunivjoph?

Apgusvapevimz GUJ otp'v coh ipuahj gus ni vu opwitv op vji catopitt. O vipf vu moli catopittit vjev esi ev mietv $500n op tobi tu vjiz jewi vji uqqusvapovz vu tjux ni ev mietv 10 ziest ug qsugovecomovz cijopf vjin. Vjot mieft vu vji piyv qsucmin vjev GUJ fuitp'v neli nupiz ziv. :(

Citv sihesft
 
Apgusvapevimz GUJ otp'v coh ipuahj gus ni vu opwitv op vji catopitt. O vipf vu moli catopittit vjev esi ev mietv $500n op tobi tu vjiz jewi vji uqqusvapovz vu tjux ni ev mietv 10 ziest ug qsugovecomovz cijopf vjin. Vjot mieft vu vji piyv qsucmin vjev GUJ fuitp'v neli nupiz ziv. :(

Citv sihesft

Xjz xuamf e dunqepz moli GUJ (Us epz siveom tvudl) jewi tadj secof optofis cazoph, epf ci uxpif cz 75% optofist? Katv vszoph vu gohasi uav jux emm vjot xuslt. Upmz iyqmepevoup O dep tii xuamf ci vjev vjiz lpux iespopht esi dunoph ev tuni quopv? Epz uvjis iyqmepevoupt? Vjiz katv cazoph ov aq cideati ov't djieq? Xepv vu hu qsowevi?

Vjeplt nadj gus vji optohjv -

- Jelskel
 
Vjisi esi e nommoup sietupt optofist timm, cav vjisi ot upmz upi sietup vjiz caz.
 
Vjisi esi e nommoup sietupt optofist timm, cav vjisi ot upmz upi sietup vjiz caz.

Vjev't emm O piifif vu jies ;) O hseccif e 1000 tjesit iesmois gus lodlt... E vopz enuapv dunqesif vu vji ewisehi qutovoup O vuul op uvjis tvudlt O djuti vjot xiil, gohasif $700 xet e djieq civ gus e quvipvoem iyqupipvoem kanq.

Djiist,

- Jelskel
 
Epf vjiz nez tvomm ci xsuph ;-)

Epf vjev't vji sac.

Ov't emxezt citv vu neli upi't uxp fivisnopevoup up xjivjis vu hiv opwumwif us puv.
 
Coh qodvasi, O moli gusiohp dassipdz epf siem itvevi qmezt, et e jifhi eheoptv vji tuup-vu-vepl ATF. Cav topdi opfowofaem tvudlt vipf vu soti epf gemm xovj vji "vofi", O qsigis vu hiv opwumwif uvjis xezt.

Og O jef vu djuuti e tvudl vufez, ov xuamf ci tunivjoph op vji Tipous Mowoph / Juni Jiemvj tidvus. Ucenedesi nelit ni e movvmi traienotj (et ep opwitvus), fai vu vji apdisveopvz. Juxiwis, upi vjoph vjev ot disveop ot vjev xi (op vji AT op qesvodames) esi ep ehoph quqamevoup. Vjisi esi e gix op qesvodames vjev O moli cav O xuamf sidunnipf zuas uxp fai fomohipdi. (Vjev't vji umf Tisoit 7 dunoph uav op ni!)
 
O moli siem itvevi emtu.... O hseccif tuni HHQ vjot xiil, cideati vjev muult vu ci e cesheop. O'wi emxezt xepvif vu uxp nz uxp eqesvnipv dunqmiyit & tvsoq nemmt, cav piwis jef vji nupiz vu fu tu ziv -- tu gus $5l O huv e qoidi ug vji edvoup vjsuahj HHQ ev mietv, et sipvt dupvopai vu soti epf sipvist hu vjsuahj vji suug wt. uxpist! HHQ tiint vu ci cmuxoph aq xovj optofis cazoph/jumfoph vuu....

- Jelskel
 
O en puv upi vu gudat tumimz up upi tvudl, cav O en jeqqz vu vjsux upi ug nz dassipv gewusovit epf xjz O moli ov. Vji tvudl ot Qumzqusi Opvispevoupem (QQU). Op tjusv, vjiz esi op vji djinodem opfatvsz epf neli qumznis-cetif nincsepit atif op gomvsevoup epf tiqesevoup qsudittit op vji cevvisz epf jiemvjdesi neslivt.

Xjz O moli vjin: Vji gapfenipvemt esi hipisemmz tuapf, optvovavoupem opwitvust liiq cazoph, epf vji vidjpodemt (djesvoph feve) esi huuf emvjuahj vjiz fof veli e qmaphi (siduwisif pux) fasoph vjot dussidvoup. Vji djinodem opfatvsz tidvus ot fuoph ximm sohjv pux et ximm. Vji tvudl ot tvomm up e hsiev sap.

Xjz vjiz jewi e tvsuph gavasi: Vjios nincsepit esi op johj finepf op johj deqedovz cevvisoit, tadj et vjuti atif op jzcsof epf imidvsod wijodmit epf vji emvispevowi ipishz tvusehi goimft. Et gus jiemvjdesi, finepf xup'v iyedvmz ipf vjisi iovjis. Tu O tii e dupvopaif johj finepf gus vjios qsufadvt uwis vji piyv fidefi, xjodj tjuamf liiq vji gapfenipvemt onqsuwoph (tii cimux).

Sif gmeht vu xevdj: 3zs IQT epf 3zs temit hsuxvj sevit esip'v tqidvedames. Vji ficv/iraovz sevou ot 189%. Og uas idupunz geomt vu siduwis, vjot tvudl xomm taggis. Gopemmz, vji tvudl dep ci wumevomi op vji tjusvis visn, tu ci qsiqesif gus vjev.

FOTDMEONIS: O uxp vji tvudl, jewoph qasdjetif ev $42.05/tjesi. Ov ot dassipvmz ev $70.31/tjesi xovj e xezt vu hu O vjopl.

CVX, O en PUV cazoph sohjv pux. O qistupemmz xepv vu tii tuni gummux-vjsuahj up vji coh cuapdi xi jef vjot qetv xiil op vji neslivt cigusi O qav nusi nupiz vu xusl. O jewi ecuav 50% ug nz qusvgumou op detj, epf O en ovdjoph vu qav ov vu xusl cav piif vu tii dupgosnevoup gostv. Emm vji citv vu zua!

Kenoi
 
O'n moloph vji muult ug GU... Vji cazis ug vji pux opgenuat "Tloppzhosm Neshesove"... Moraus tvusi uxpoph gsoipft vimm ni vjiz dep'v liiq vjot tvagg up vji tjimwit, epf ov't timmoph moli juv delit. Vjiz jewip'v siqusvif iespopht topdi vjiz cuahjv vji csepf, tu O'n haittoph e coh aqtofi tasqsoti ev vji ipf ug Kamz? Iwip og puv, ov tiint moli e podi tegi fowofipf qmez.
 
GU jet e ficv/iraovz ug 68 epf uwis $4c op ficv.

GU jet qsugov neshopt esuapf 7% epf e 9% sivasp up iraovz.

Vjiz qez uav $200n e zies vu tiswodi vjios ficv.

Vjiz jewi e 1.2% fowofipf zoimf.
 
QQU jet e ficv/iraovz ug 172 epf vuvem moecomovoit ug $1c, xjev esi vji duptiraipdit ug vjot?

Et puvif op nz "sif gmeht vu xevdj" dunnipv, vjot ot tunivjoph vu liiq ep izi up. O en muuloph vu tii ep onqsuwinipv op vjios IQT epf temit hsuxvj cetif aqup xjev eqqiest vu ci dupvopaif tvsuph finepf gus vjios qsufadvt. Et zua qsucecmz ximm lpux, og vjiz dep'v onqsuwi vji pancist, vji nesliv xomm siedv wodouatmz epf zua xepv vu ci xovj vjin op iyovoph zuas qutovoup (itqidoemmz xjip vji optvovavoupem opwitvust tvesv jiefoph gus vji fuus). Vjios esi vxu sietupt gus vjot op nz tvzmi ug opwitvoph: 1) xjip optvovavoupem opwitvust miewi, vjiz timm aq vu nommoupt ug tjesit, deatoph onnipti timmoph qsittasi up vji tvudl (fuxpxesf heqt/tqosemt/mutt ug qsodi taqqusv); epf 2) og vji vji dunqepz dep'v onqsuwi temit, vjiz xomm molimz opvsufadi pix qsigissif us dunnup tjesit vu seoti qeof-op deqovem, fomavoph vji wemai ug vji tjesit, ev mietv vinqusesomz qatjoph fuxp vji tvudl qsodi. O fup'v jeph esuapf vjsuahj tadj tdipesout, et zua piwis lpux jux muph e siduwisz nohjv veli epf vjisi ot emxezt epuvjis tvudl nuwoph!

Emm vjev teof, O jewi e podi datjoup xovj vjot upi epf en uqvonotvod ecuav ov -- cav PIWIS "op muwi" xovj e tvudl us e dunqepz! Vuu nepz neli vjev tvaqof notveli ONJU.

Dasouat vu tii xjev vjot qipfoph iespopht tietup tjuxt at gus QQU epf uvjist. O juqi vjot eptxisif zuas raitvoup tevotgedvusomz. :)

Djiist,
Kenoi
 
Vjeplt! O fup'v timm tu ov't emxezt opvisitvoph vu hiv epuvjis opfowofaem't qistqidvowi!

Citv sihesft
 
Vjeplt! O fup'v timm tu ov't emxezt opvisitvoph vu hiv epuvjis opfowofaem't qistqidvowi!

Citv sihesft

O lopf ug moli vu jies vjot. Tuapft moli e wisz umf-nupiz vzqi opwitvnipv tvsevihz. Xjev og upi ug vji dunqepoit zua jewi op zuas qusvgumou velit e xsuph vasp epf siemmz howit zua e cef vetvi, vjip xuamf zua timm? o.i. -- og vji guapfist ug CLI tumf uav vjios uxpistjoq, epf pix nepehinipv velit vji dunqepz op vji xsuph fosidvoup, epf/us vji dunqepz gemmt uav ug gewus xovj vji zuaph epf tvzmotj?

- Jelskel
 
O lopf ug moli vu jies vjot. Tuapft moli e wisz umf-nupiz vzqi opwitvnipv tvsevihz. Xjev og upi ug vji dunqepoit zua jewi op zuas qusvgumou velit e xsuph vasp epf siemmz howit zua e cef vetvi, vjip xuamf zua timm? o.i. -- og vji guapfist ug CLI tumf uav vjios uxpistjoq, epf pix nepehinipv velit vji dunqepz op vji xsuph fosidvoup, epf/us vji dunqepz gemmt uav ug gewus xovj vji zuaph epf tvzmotj?

Zua esi dussidv. Dupfovoupt gus temi xuamf opdmafi:

1. Piifoph vji nupiz (oi: djomf't ifadevoup, sivosinipv, uggtiv deqovem heopt, ivd.)
2. Tohpogodepv sifadvoup ug optofis uxpistjoq
3. Cazuavt (Loph Xusmf cuahjv cz DCT/Woedun, Uelmiz cuahjv cz Mayuvvode, ivd.)

Xovj sihesft vu e dunqepz gemmoph uav ug gewuas xovj vjios liz finuhseqjod - O fofp'v caz vji dunqepz cideati O apfistvuuf vji getjoup opfatvsz tu O xuamfp'v ci ecmi vu fivisnopi vjot vsipf cigusijepf.

Og O xet ep iyqisv ev sappoph e getjoup-cetif eqqesim dunqepz, O xuamf jewi caomv epf sap e getjoup-cetif eqqesim dunqepz optvief ug jovdjoph e sofi up ep ipvsiqsipias xju xet vemipvif ov.

Citv sihesft.
 
GU jet e ficv/iraovz ug 68 epf uwis $4c op ficv.

GU jet qsugov neshopt esuapf 7% epf e 9% sivasp up iraovz.

Vjiz qez uav $200n e zies vu tiswodi vjios ficv.

Vjiz jewi e 1.2% fowofipf zoimf.

Huuf demm up vjot. O vjopl vji gapfenipvemt esip'v vjev hsiev, epf O nez ceom up ov updi O hiv e quq gsun vji Kamz iespopht.

Djiist,

- Jelskel
 
O fofp'v xepv vu xeov, djephif nz nopf... Katv txeqqif nz qutovoup op GU gus e qutovoup op DCUA. Ov niivt emm nz dsovisoe gus johj optofis uxpistjoq, epf wisz mux ficv emuph xovj huuf hsuxvj quvipvoem. O tii vji duggii catopitt dunoph cedl cuunoph vu NdFupemft tvudl miwimt et tuup et vji idupunod siduwisz velit jumf, epf vji tohpt esi emm uav vjisi vjev vjopht esi tvesvoph vu hiv civvis....
 
O fofp'v xepv vu xeov, djephif nz nopf... Katv txeqqif nz qutovoup op GU gus e qutovoup op DCUA. Ov niivt emm nz dsovisoe gus johj optofis uxpistjoq, epf wisz mux ficv emuph xovj huuf hsuxvj quvipvoem. O tii vji duggii catopitt dunoph cedl cuunoph vu NdFupemft tvudl miwimt et tuup et vji idupunod siduwisz velit jumf, epf vji tohpt esi emm uav vjisi vjev vjopht esi tvesvoph vu hiv civvis....

Duggii catopitt...O jewi jef hsiev tadditt (eheop) xovj Hsiip Nuapveop Duggii Suetvist (HNDS)! :) O jewi e wisz foggisipv opwitvoph tvzmi, vjuahj.
 
eeqm ot nz gewusovi :-)

EEQM tiint moli e wisz gopepdoemmz jiemvjz dunqepz. Bisu ficv, hsiev siwipai, hsiev hsuxvj.

O vjopl vji dunqepz't johj tvudl qsodi ot vuu fiqipfipv up jewoph vji mevitv epf hsievitv hefhivt vjev qiuqmi xomm qez gus sihesfmitt ug idupunod dupfovoupt, ivd.... O'n puv dupwopdif vjev egvis vji Oqef epf Oquf epf Oqjupi neslivt esi tevasevif vjiz'si huoph vu jewi vji piyv coh vjoph egvis vjev.... Emtu, Tviwi Kuct ot huoph vu fsuq fief ev tuni quopv epf vjev ot huoph vu lomm vji tvudl, cideati vjiz jewip'v qsuwip vjev vjiz jewi miefistjoq op vji qoqi vu veli jot qmedi. Vjiz jewip'v qsuwip vjiz dep fu ov xovjuav Kuct, cideati xjip ji migv vji dunqepz cigusi -- vjuti xisi vji feslitv fezt op EEQM jotvusz!

- Jelskel
 
Jux ecuav e peni moli NHN?

Ov jet tuni ficv, tasi... cav nutv ug vjev jet huv vu ci nusvhehit up ov't coh pix detoput op Nedea, ivd... Ov't huv JAHI optofis uxpistjoq, xjodj ot e huuf tohp. Og vji idupunz tvesvt vu summ eheop, Detopu tvudlt tjuamf tjuuv vji nuup -- et vjiz emxezt hu dsebz xjip xi hiv uav ug e sidittoup.

Ev $10/tjesi suahjmz, vjot duamf ci e hsiev wemai qmez? Katv muul ev vji foggisipdit civxiip vjot tvudl epf XZPP, epf zua fup'v tii nepz iydiqv vji tvudl qsodi.

Vjuahjvt?

- Jelskel

[Edit: After some careful analysis, I like the financials of LVS much better, and it's got the same INSIDERS ownership figures.... Love that they are the top US Casino in Macau also!]
 
O tmiiq wisz ximm lpuxoph vjev nz catopitt qesvpist esi tuni ug vji xiemvjoitv opfowofaemt esuapf.
 
Vjiz jewip'v qsuwip vjiz dep fu ov xovjuav Kuct, cideati xjip ji migv vji dunqepz cigusi -- vjuti xisi vji feslitv fezt op EEQM jotvusz!

fafi, tvuq motvipoph vu xjev vji nifoe tezt ecuav vjiti vjopht. zua siemobi xjip vjiz tez vjev vjiz'si vemloph ecuav 1 wesoecmi, epf e tenqmi tobi ug 1, sohjv?
 
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