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SPDR Portfolio Short Term Treasury ETF T.SST.U


Primary Symbol: SPTS

The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays 1-3 Year U. The fund invests at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of short term (1-3 years) public obligations of the U.S. Treasury.


ARCA:SPTS - Post by User

Comment by dlegovichon Apr 28, 2009 3:21pm
192 Views
Post# 15950602

RE: RE: RE: NO, not at this price

RE: RE: RE: NO, not at this priceSo, gcelmainis, if I understand correctly, your reasoning goes like this.
You keep your SST shares in the hope of a higher bid (SLW or someone else) which is an event you don't believe it will happen. At the same time you are also convinced SST will go back to $1 if the deal does not go through.

Is this sound investing?
I doubt it.

I own my shares because SST is very undervalued. And I also explained why, just read this forum around the date the deal was announced if you are interested to read about serious arguments given by many shareholders (including me).
It also appears that SLW took notice of this undervaluation and promptly offered to buy SST.

Keep in mind that in this financial environment there are many opportunities to strike deals for a company like SLW but, you know what, they decided to buy SST.
In buying SST they are simply buying silver streams.
So ... isn't it that SST price is even lower then today's replacement value of the silver streams SST holds?
You bet.
And this is just another way to understand how low is the price offered and why we should reject the offer.

I like SLW, and I'll be happy to become a shareholder of SLW, but not at this price.
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