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Pinetree Capital Ltd T.PNP.DB


Primary Symbol: T.PNP Alternate Symbol(s):  PNPFF

Pinetree Capital Ltd. is a value-oriented investment and merchant banking company focused on the technology sector. The Company's objective is to maximize shareholder value. It invests primarily in equity, as well as debt and convertible securities. The Company holds approximately 8-12 investments, resulting in equity positions between 7% and 12% of assets (though its positions may at times reach or exceed 20%). Its subsidiaries include Pinetree Capital Investment Corp. (PCIC) and Emerald Capital Corp., and Pinetree Income Partnership (PIP).


TSX:PNP - Post by User

Bullboard Posts
Comment by victor75on Jun 24, 2008 10:36pm
321 Views
Post# 15225109

RE: WARRANT PRICES

RE: WARRANT PRICESInteresting strategy and discussion, which I'm not sure if I fully understand, since never short stocks (or warrants).

If for example, from the current share price of $2.37PNP goes to $6.50 (as I'm sure it will at some point over the next 4.3 yrs) this would represent a $4.13 increase or 174%. As far as the PNP.WT.A warrants go, I imagine that if PNP were trading at the $6.50 exercise price, with say still 3 years of time value remaining, they would command a valuation of around $3.00, which represents an increase of $2.60 over current price or 650% (hence the "leverage" effect of the warrants vs shares). Given this, wouldn't PNP.WT.A be a little dangerous to short, as the short position has to be replaced at some point, even if you also held the shares. Can you even short warrants?

With your strategy would it not be preferable to buy the shares and short the PNP.WT warrant, which also trades around $0.40, but has significantly less likelihood vs PNP.WT.A of reaching the $15.00 exercise price over the next 3.8 yrs

Victor
Bullboard Posts