Reddit Posts
On 27 Jun 2022, BioHorizons (of Henry Schein) announced a marketing and manufacturing deal with Orthocell of Australia
Bio Horizons (Henry Schein) partnered and Johnson and Johnson trial collaborator, Orthocell begins new comparator trial for FDA approval
Orthcell's (OCC.AX) collagen matrix is front and centre of Global top 5 Dental Pharma, Bio Horizon's website
Brief Overview of RocketFuel Blockchain ($RKFL)
Why Buffet YOLO'd into $KR, and why Grocery Stores should be your #1 indicator for market transition
What happens to $ACI if the lawsuit is thrown out
States to block special ACI dividend payout. Stating Albertsons wont have Liquidity when the Kroger merger does not go through!
Anyone ever had a corporate action take place while you help call options?
Will so many positive earnings surprises fool investors in thinking inflation isn't a problem?
😲 Kroger ($KG) announced a “definitive” merger agreement with Albertsons ($ACI) on Friday. The two are the parent companies of KingSoopers and Safeway.
$GDBY §GDBYF - Goodbody Health Products Included on FSA Novel Foods Register
Are Shorts TRAPPED in Rite Aid (RAD), or am I Tripping?
Payoneer (PAYO) - Emerging Markets are BACK!
$ACI yolo/gains update… no plans to sell; great outlook especially once supply chains improve.
Payoneer (PAYO) - Emerging Markets are BACK!
ACI yolo… fat-fingered out and then back in on 10/13 so this is the gain just since then
Payoneer ($PAYO) - Emerging Markets are BACK!
Payoneer ($PAYO) - Bet on Emerging Markets recovering and ready to fly.
Yolo into $ACI. Earnings 10/18 - food cost inflation should pad earnings. Profitable company in general; started buying 2/2021.
Switched to $ACI for my yolo. Great company, had a small position since February, and added a bunch now. Earnings 10/18.
$PAYO Baby Momma, so she can feed the kids
For all you losers that hate money, don’t look. $ACI long play. The book value is $40/share. I’ll post DD if anyone wants .
Morningstar Investor Conference Highlights (Sept. 22-24)
RITE AID (RAD) earnings Thursday before the bell.....an OG meme stock discussion
RiteAid (RAD) is and has been under Massive Short Attack. This is the week it STOPS!
Redditors who work at publicly traded companies, would you buy stock in your company?
How I Learned to Stop Worrying and Buy the Dip
Mentions
>**Viewing this from an institutional lens...** ignore the "Turnberry Deal" suspension. That is just political theater. The market largely expected that deal to die the moment the tariff tweet went out Saturday. The real "Black Swan" in this article—and the thing that should actually scare you—is the **"Anti-Coercion Instrument" (ACI).** Most retail traders have never heard of this because it has never been used. It was designed for China, but pointing it at the US is a massive escalation. Here is why the ACI is infinitely more dangerous than standard tariffs: **1. The "Nuclear Option": IP Stripping** Standard trade wars are about taxes (Tariffs). The ACI is about **Property Rights.** * **The Threat:** The article mentions *"lifting of intellectual property protections."* * **The Impact:** If the EU invokes this, they could theoretically tell European generic drug makers, *"Go ahead and copy Pfizer and Merck's drugs; we will ignore the patents."* Or tell European tech firms they can ignore US software licenses. * **The Trade:** This stops being a "Soybean/Farmer" problem and becomes a **Big Tech / Big Pharma** problem. **2. The "Asymmetric Warfare" of the ACI** The EU knows they can't win a tariff war (The US buys more from them than they buy from us). So, the ACI allows them to target **Services and Capital**, not just Goods. * *Investment Restrictions:* Blocking US Private Equity from buying EU assets. * *Procurement Bans:* Banning Microsoft or Amazon AWS from bidding on European government cloud contracts. **My Take:** Watch the language coming out of Thursday's meeting. * If they stick to **"Retaliatory Tariffs"** (Bourbon/Harleys): **Buy the Dip.** That is standard playbook stuff. The market knows how to digest it. * If they officially invoke the **ACI (The Bazooka)**: **Short the QQQ and XLV (Healthcare).** * US Tech and Pharma valuations are built on global IP protection. If that cracks, the premium evaporates. **The Timeline:** The EU moves at the speed of bureaucracy. They meet Thursday. Implementation takes weeks. You have time to hedge. Look at **Puts on US Multi-nationals** with >30% revenue from Europe, and rotate into **Domestic Small Caps (IWM)** or **US Defense (ITA)**, which are immune to European regulators.
EU threatened to use the ACI me thinks.
Do you think this downturn is for real or do you think it’s just a temporary thing? My thinking is that the EU has more leverage than trump since they have the ACI and they could decide to cash in their debt bonds, and either one of those would make him fold instantly. That’s my line of thought anyways.
SPY: -1% because Trump said tariffs If EU retaliates with the €93 B on Feb 6 then we may drop another 1% imp If they do ACI “trade bazooka” then we may drop 2% imo
The ACI had originally been developed primarily as a deterrence tool against [China](https://en.wikipedia.org/wiki/China).[^(\[8\])](https://en.wikipedia.org/wiki/Anti-Coercion_Instrument#cite_note-9) As of January 2026, the ACI has not yet been used.[^(\[9\])](https://en.wikipedia.org/wiki/Anti-Coercion_Instrument#cite_note-10) In 2026 EU leaders are weighing its potential first use against the [United States](https://en.wikipedia.org/wiki/United_States) in response to the [Greenland crisis](https://en.wikipedia.org/wiki/Greenland_crisis).[^(\[10\])](https://en.wikipedia.org/wiki/Anti-Coercion_Instrument#cite_note-11)
I’d say around now is a perfect time to activate the ACI. Americans need economic pain before they realize what isn’t working.
If the ACI is activated the Mag7 will be targeted.
I hope no one got calls for APOG, UNF, ACI. Those calls would be kaput now.
Extremely pessimistic on MSM, ACI and HELE. Putting my chips on PENG, WDFC. And APLD is going to be crazy as seen in past few earnings day.
check after hours VZ T ACI CVS JNJ on todays menu i keep telling you guys after hours is where its at
Over 5yrs Albertsons, $ACI (owns pretty much every major grocery store) is +2.12 (13.72%) all time. If that doesn't tell you that grocery stores are a fucking terrible, extremely hard business, and we're all fucked I don't know what else will.
2024 net income was $88mm and its market cap is $9.3B. A similar market cap to CPB, with its $602mm net income, or ACI with its $977 net income. Overvalued doesn’t begin to describe DUO by any metric.
EOY calls on BJ, WMT, KR and ACI is free money once SNAP benefits are restored
Isn't ACI jump this morning a bit overkill? over 12% Blew my spread OTM. Wonder if it will settle back under 18 before Friday?
- ACI Put - JNJ Diagonal Strangle DPZ and ERIC no trade, if I did then a put I think, but it seems priced in to where there won't be enough of a move due to IV crush, etc.
Options for next week's earnings are on sale. I'm betting on $ACI since calls are cheap and mine are in the green, so it's working out ok for me.
CAT, EOG, ARCC, CL and a little ACI
My two "dips" were ACI and FLO. Both have been getting knocked down brutally, for no reason at all. Caught falling knives on both, so I'm just watching from the dugout on those.
Albertsons (ACI) seems to be catching a bid :)
Currently holding: CRCW ACDC STKH ACI (not a penny stock)
They did. They prepared the ACI. However if they will use it is a whole different question
China are utterly desperate for this to blow up in the faces of the Americans and they want this to happen. They have been the largest sovereign buyers of gold for almost the last year no doubt in preparation for a significant down turn in the dollar. A lot of other central banks have been doing similar and it is a clear hedge in case the mess hits the fan. I don't think he trump will taco on this and people like Jps Dimon have made clear they think the mkt is not pricing in any risk of him going through with this which if it does risks a significant event similar to April however if the EU enacts ACI you can guarantee that other countries will follow with retaliations although who knows how much they will decide to unleash. If the japanese decide on a significant treasury sell then this could spell big problems for yields and bonds although the impact on the yen could be seen as mutually assured destruction to a degree but it's not like the history of the nation is one that is not prepared to commit literal suicide rather than capitulation. If china sees these stars beginning to align they may well decide on a dump of their own treasuries and then you end up with further yield increases etc. I have no doubt they would see this as an opportunity to absolutely screw the US and use it as a bid to take their place as the number one power in the world. Trump embarrassed Xi in his first term with his financial posturing and he also hasn't made much of himself this time around with his trade war. The Chinese are happy historically to bide their time, underplay their hand and wait to strike. It's not clear how this will play out but trump won't TACO now as he hates the thought of being labelled it and has been embolded by the market complacency and macroeconomic tolerance (although measures do suggest all is not well if one looks behind the numbers). Yes the US is the largest economy on earth however if a critical mass of countries takes retaliatory measures in response then it will come down to the second largest economy to decide upon where it will plant its flag to determine things. That country is China. And they will side with the masses not the US in order to usurp their global position. I really think this could be a significant historical inflection point in the global economic order that is not being priced in at all.
Both expiring this Friday. I don't think I will win the ford bet, but ACI I'm like 75% sure. I sold my 21.50 puts today for about 200% and bought calls. Since they seem to recover after earnings fallout. We'll see if that's true tomorrow. I also sold my 11.50 ford puts today and rolled them to 11 puts. Kind of stupid, but I'm playing with house money at this point. Hoping ford will dip to mid 10s this week then jump next week possible towards 13 or 14 until earnings then drop after earnings at the end of the month.
ACI 21.5 calls, and shit ton of Ford 11 puts
The $ACI earnings press release reads like the bullshit I would put in my performance review self evaluation.
> The EU literally cannot set tariffs, each member affected has to accept What do you think the ACI is?
If you are (also) wondering what that anti-coercion instrument is: https://en.wikipedia.org/wiki/Anti-Coercion_Instrument > Relating to geoeconomics, and combining security policy and trade policy, it is a defense and deterrence tool designed to prevent economic coercion by creating economic penalties for whichever country is performing the coercion. (...) > the European Council can decide to implement "response measures" such as customs duties, limiting access to programs and financial markets, and intellectual property rights restrictions. These restrictions can be applied to states, companies, or individuals. Pretty vague, still. Are those retaliatory tariffs that the EU has prepared but not yet activated covered by this ACI?
Just start using ACI, no more talking
2. That's not how inflation works. It's a YoY comparison. A tariff of 10% increases the cost of goods 10% compared to last year. The following year the new baseline is now the 10% increased cost from this year. This isn't an inflationary spiral. It's a one time increase in prices. You could have zero inflation in the 2nd year since you're comparing to the previous year with the tariff applied already. 3. Travel to the US from other countries has been impacted in retaliation to tariffs. The tariffs themselves do not raise the costs of Americans traveling. We are talking about inflation for American household budgets. 4. This looks wildly incorrect. Albertsons/Safeway/Vons profit margins have decreased significantly the last few years. [https://www.macrotrends.net/stocks/charts/ACI/albertsons/profit-margins](https://www.macrotrends.net/stocks/charts/ACI/albertsons/profit-margins)
Definitely. For example, when it gave me the wrong earrings date for ACI. I’m mainly using it to guide me on understanding technical indicators and as a sounding board for my ideas
Watch the bond yield, with moody downgrading the US could get spicy. There are 600 to 700 billion in unrealized losses on the banks books at 5% on the 10yr. This was the last of the AAA, 2023 the middle of the 3 with 2011 being the first.will it matters who knows? We are also in a downward revision cycle on earnings which is now as bad as covid. Home sales are down to 2009 levels. Potential catalyst up is the removal of tariffs.At this point it's probably at least 2-4 months after that until things normalize. In general I think we will probably go into or are in economic slowdown. So watch ACI, MO and other defensive stocks for signs of fear / raising up. If things get to stagflation fears then KMLM is probably great as is PRAA. It's a bull market somewhere, always)
WTF happened to Albertsons (ACI) overnight? -10% just randomly? good times..
Oh ya; also long ACI with 400 shares that i'm CC'ing out.
I'm selectively going bear on a few stocks in Sept. and Jan 26 puts. If MangoTango doesn't let up on the tariffs like the market expects then things go south in an organized way. DASH is gonna hurt even if they don't declare it an actual "Recession" but the IV is poop so ITM. Costco while a great company is ridiculously overvalued. LLY is gonna fall more (got 800 and 780 puts on it for September when it was > 900) especially if they put tariff's on pharma the 15th or so. Long a few like MO and ACI. Also have 100 share of GLD and a bunch of shares in IGOV as my holding zone for now. I'm also putting money into ETF's for Japan and EU still. I think Japan may finally be getting out of the dog house after 30 years so I'll buy and hold that for a long time 14 P/E or something average there and same with EU.
No, I don't think so, but I can see how it looks that way. u/flybyskyhi made the point that he wasn't confident that his macroeconomic guesses would translate into positive equity prices. I'm a trend-follower, so I made the (unstated) leap based on his comment that all you need to know is manifested in the equity price. I trade GLD, so I know it's going up. I trade Walmart, so in Yahoo Finance I looked at the "Compare to WMT" section on the WMT page and found Costco was doing well. I trade Kroger, and found ACI, SFM, & GO the same way. I trade HSBC, and found BofA, BCS, & RY the same way. But I didn't start with a thesis that retailers or grocers or banks "should" do well; I'd found a trending stock on 3 separate occasions, and then in hindsight saw that maybe those sectors are doing well. But notice that I'm not saying to buy ALL the grocers, or ALL the banks, but if one in a category is doing well, maybe look at the others also. I have a bunch of watchlists set up in Barchart, and I'd found each of my original picks by sorting them and then scrolling through charts until I found one that looked good. No macroeconomic forecasts required. Cheers!
Albertsons grocery chain ACI said they wouldn’t accept tariff price increases from suppliers so if anyone’s gonna have empty shelves it’s them
Costco and Walmart can withstand tariffs for some time but small businesses will be kaput. We will only have giant corporations left by the end of the year so calls on WMT and COST and puts on ACI
Came here to say something similar, so I'll tack it on here. There's always something going up. Go long that. Gold is going up. Walmart is going up. Costco too. Kroger, ACI, SFM, GO. Bank of America, HSBC, BCS, RY. Find and focus on those.
You can fight it or adapt. Too many people trying to pick tops or bottoms on volatile stocks like TSLA and then complain when it does something weird. Meanwhile, stocks like ACI and KR get totally ignored during the merger drama they had and were way undervalued. Nothing is a guarantee in the market but go heavier on stuff with a high percentage of succession your favor instead of taking 50/50 shots. P/E of GOOG is 17. Lots of pressure on it with antitrust cases etc. Can it go down? Sure but I'd rather be holding that with a high likelihood of it going back up instead of TSLA at a P/E of 160. Can that go up too? Sure, but I'd rather make "bets" on better probabilities.
Admittedly I’m surprised you found XLE or QQQ ones, my experience comes from ACI, completely illiquid but suspect in a different way that I determined not to be of any use. That being said, if you do get filled, it transitions from theory to real world edge. I’m just used to seeing 7/18 ACI calls with the same prices and thousands of weird open interest and sometimes hundreds of volume. But like I said trying to buy these was telling, I’d bid, it’d go up, I’d bid again, and so on until it let me buy at an inflated price and then tank down to its market showing value, it may really be worth .30 or so but if no one shows up to buy, you can’t cash out.
I think you bought a lemon. ACI is caught between the Kroger debt swaps and pending opioid litigation. A RiteAid acquisition would only bolster their data broker piece which they keep quiet about. "Albertsons Companies had $1,350,000,000 in outstanding [4.625% Senior Notes due in 2027](https://www.google.com/search?sca_esv=154ee781166f0f6d&rlz=1CABBMB_enUS954US954&cs=1&sxsrf=AHTn8zrwqR2ykDIJVRM60xqRiI_UqwoTAw%3A1745032441905&q=4.625%25+Senior+Notes+due+in+2027&sa=X&ved=2ahUKEwia5bW2kOOMAxWtke4BHRlLPY4QxccNegQIAxAD&mstk=AUtExfBC2q7jjn35tUV8JwYIrHnNnTNNTjTdw3BmZO9VFahaz_TbB1unSmDoUlxfJ4mIGXc5PJHm3-VocUBmmgTSxbMYhLscclTqiP81pv6zETNstG4Xs5VFuJCjGvFv4FaHJlGCHT5IJFDueKQ6pHsbNsq1RpZJSFhN--2L4tLrXcVUHHbHWZHAUtmwT_WXwzDnUrB3bXNy6oL_n23YStpj25cxGlY8FtnjT1AgtGeKogFAD-MFLqanytP0id7m0fuAvo661tACdA7QHvbkGHOzy3Qa&csui=3) as of a news release on August 15, 2024." \- Google AI You should short ACI stock. Timing is everything.
ACI still has to settle opioid nuisance claims with 48 states. Already cost Kroger upwards of 2B. ACI is broke and has been borrowing money to pay back borrowed money.... I'll grant ACI stock is inexplicably high at the moment. It cratered to $17 in the wake of the aborted merger....
Position: 972 ACI 5/30 $22 calls at average price of $12
- 10% worldwide tariff (except Russia), embargo on largest trading partner - Trump's Pharma tariffs are yet to be announced - EU doesn't have a ton of options left to respond with besides ACI/hitting tech (which imo at this point some states are itching to do) - There's been plenty of chat around additional tariffs on raw materials, lumber, etc. - Trump's still likely to pitch a twitter shit fit at any point I'd be wary.
## What is the EU’s anti-coercion instrument * The Eu’s ACI is a framework that allows the European Commission to retaliate against countries “coercing” the Eu, via export controls, restricting intellectual property rights, banning services and controlling foreign investments. Crucially, **it requires the approval of only 55% of the countries** representing 65% of Europeans. * Eu chief Ursula von der Leyen left the door open to using the tool for the first time if negotiations fail, saying “Europe holds a lot of cards. All instruments are on the table”. [[X](https://www.atlanticcouncil.org/blogs/new-atlanticist/the-eu-could-respond-to-trumps-tariffs-with-a-new-anti-coercion-instrument-heres-what-to-know/)]
It will be really funny if they implement the ACI, if they do we’re so fucked, like I can’t even put it into words.
EU so far only responded to the 10% tariffs and it was a weak response. As soon as they put their ACI on the table (hitting US services & tech), things will get REALLY interesting.
Cope harder buddy, I work with the ECB directly, the ACI is coming if Trump doesn't back down, including forcing google and meta to sell off their european business
Unless the EU's ACI hits services.
The EU look like they've basically said here you go, no tariffs. Trump will say no, because the EU tariffs are already tiny, and the EU package will come in next week. If they use the ACI to target services...
If EU activates the ACI (Anti-Coerscion Instrument), US stocks are fully totally FUCKED. "These include the imposition of tariffs, restrictions on trade in services and trade-related aspects of intellectual property rights, and restrictions on access to foreign direct investment and public procurement"
Habeck stated they are thinking about levying export tariffs on products US excempted from import tariffs because they need them (like pharma). Additionally things like the ACI (called bazooka in german media) are discussed
Depends what happens next. Does Europe break out the ACI?
Well the tariff on tech that everyone is talking about is done via the ACI which also includes taking intellectual property and making US patents not recognizable in the EU anymore. Building an alternative from that wouldn't take long when it's just stolen.
Thats intended. If anything would go fast here we would have a war between France and Germany for the 20th time in about 10 minutes. Jokes aside. Its intented. If you look how the ACI works for example, there's always an option to nope the fuck out of bullshit like the US is trying right now and go back to everyone is chill and is earning money.
ACI! ACI! ACI! Come on von der Leyen, i need a haircut.
it is called ACI. it exists. Just need to be enact.
That is all already in place. Set in 2023. "The EU ACI is one of the more resolute tools at the EU’s disposal. It is aimed at addressing economic coercion by third countries against the EU or one/several of its member states. So far, the ACI, which was adopted in 2023, has never been used by the EU. Nevertheless, the EU could choose to resort to it, should EU-US relations severely deteriorate." "Substantially, response measures may include: * Customs duties * Other import charges * Import or export restrictions * Measures on transiting goods * EU internal measures applying to goods * The non-performance of international obligations concerning the right to partake in tender procedures * Measures affecting trade in services (including through EU subsidiaries) * Measures affecting access to foreign direct investment to the EU (including through EU subsidiaries) * Restrictions on the protection of intellectual property rights or their commercial exploitation * Restrictions in access to EU capital markets and other financial service activities * Restrictions on the possibility of marketing goods subject to EU rules on chemicals * Restrictions on the possibility of marketing goods subject to the EU sanitary and phytosanitary rules" "The ACI is at the apex of the EU’s policy arsenal in international economic matters – it is for that reason that is has been referred to as a “bazooka”. While it has never been used so far, a very aggressive trade policy measure against the EU could prompt the EC to at least brandish the ACI as one of the more assertive instruments at its disposal against third countries, including the US or China. Should it ever be triggered, ACI response measures could severely affect trade or financial relations." [EU Prepares to Counter US Tariffs with Anti-Coercion Instrument](https://natlawreview.com/article/eus-foremost-economic-retaliation-device-anti-coercion-instrument)
not yet, but if they do it will be monday when europe is awake ad trading and the US sleeps. if they do it's most likely big tech and banks they target with he ACI
ACI would take weeks to get approved. Fast-track 2-3 weeks, but standard time would be around 4-6 weeks.
costco hasn't taken any hits posting break even returns YTD. Kroger is up 10% YTD ACI +12% YTD not sure I'd jump in those as youre not getting any discounts. Personally, im going back into what did so well for me: AMZN, NVDA, WM, FNCL, ETFs, etc
EU will respond with ACI. Going to be targeted vs US services. It's a longer process though, we are too bureaucratic to respond instanly but it's in the works already.
As I read, the ACI (anti -coercion - instrument) needs 6 months of negotiations before they can vote on it (simple majority). But then it can really do damage (even stuff like getting rid of US IP rights in Europe).
EU has already stated a while ago that they are not going into tariff wars before US tariffs actually take place, so there will be no retaliation before that except talk. After that it's ACI time and the Bazooka comes out of the closet. It won't be like in US where Trump sets and lifts tariffs as he pleases within moments. It will be a process of 2-3 months and it won't be symbolic like denim jeans and Harley davidsons. It will actually target big tech data companies such as Google and Facebook and other services where it will actually hurt US, one way or another. I don't see any reason at all why tomorrow would be green. We are most likely going to see a wave of red spilling over from friday to Asia, where it is amplified by basically everything that is going on in the markets at the moment from earthquakes to tariffs. Among the biggest losers is the car industry which has been hanging on by a slim hope of Trump taking his tariffs back. It hasn't happened so there will be further declines. Next the wave reaches Europe and German stocks start plunging while they are dragged down by the car industry. After that it's time for US stock markets to open. You will see moderate hope before the markets open, maybe some stocks are even in the + side. The closer we get to opening time the more the uncertainty will start to affect. Very soon after open all hope is lost as big investors continue exciting the markets. Fasten your seatbelts guys.
Release the [ACI](https://ec.europa.eu/commission/presscorner/detail/en/ip_23_6804)! (Anti-Coercion Instrument)
EU has prepared a bazooka: https://www.ft.com/content/7303e57e-67ca-477a-8d00-8d5213f7120c > Dubbed a “bazooka” by some EU officials when it came into force in 2023, the ACI allows the bloc to select from a wide range of retaliatory measures, such as revoking the protection of intellectual property rights or their commercial exploitation, for example, software downloads and streaming services. > It also allows the EU to block foreign direct investment or restrict market access for banking, insurance and other financial services groups.
KR, SFM, and ACI You can go work as a grocery store bagger after the market finishes tanking.
Are you short $ACI or something? Lmfao why lie
# **TLDR** --- **Ticker:** ACI (Albertsons) **Direction:** Up **Prognosis:** Undervalued, long-term buy **Current Position:** 6 $25 Calls expiring 1/16/2026, currently down -$102 (-24.29%). Ouch! **Why?** Strong balance sheet (low PE ratio, healthy liquidity, buybacks), resilient business model, negative sentiment from a lawsuit is already priced in.
TLT weekly put spreads and ACI 21C 01/17/25 are my move til I get the signal to stop.
I want to but I'm going to get ACI calls instead.
https://scr.zacks.com/news/news-details/2024/RZLV-A-New-AI-Mobile-eCommerce-Platform-Provider-With-Its-Own-LLM-That-Improves-Search-Checkout-and-Sales-Versus-Legacy-Technology/default.aspx >RZLV: A New AI-Mobile eCommerce Platform Provider With Its Own LLM That Improves Search, Checkout and Sales Versus Legacy Technology 09/03/2024 *Rezolve AI In the past, the company had a thriving business in China and had reached a $120 million revenue run rate through its partnership with China UnionPay. It divested that business to be able to list on NASDAQ and is now selling to customers outside of China. It has minimal revenue but expects to be launching in Q4 with some large customers which include **Grupo Carso‘s Claro Shop (10,000 merchant stores and 10 million users), and Mercado Libre T1 Commercios (a major eCommerce platform in Mexico**). It has partnered with several large companies including Adobe Magenta, Fiserv, and ACI for sales distribution which themselves have thousands of enterprise customers.
Waiting all day for ACI to shit the bed. Took until 359pm 
Kroger plus ACI is smaller than Trader joes or Costco. Economies of scale are a thing and tbh in areas where other grocery stores exist I think this merger would be an almost assured good thing for consumers.
I think long term the underlying value o ACI is significantly higher than 27.25 but
Nice, hope the KR calls made up for the others. My ACI stock isn’t doing well, but I’m hoping it was just an overreaction. I’ll hold for a couple of more days and see what happens.
I must be the only person here that wanted merger to happen. People can cry wolf about monopolies, but there is no way these two companies, on their own, can compete against the volume Walmart & Costco have. Walmart & Costco can compress their margins on fresh groceries because of volume and other means of profit (even Amazon can do this as well). Kroger & ACI can’t because they didn’t take these two companies seriously from the start and their models don’t give them a different outlet to profit. All that’s going to happen is capitalism wins and Kroger & ACI going to whittle away.
Absurd the KR ACI merger was blocked
Solid play. [Albertsons has been crushing it with 24% digital sales growth](https://beyondspx.com/article/albertsons-companies-inc-aci-navigating-challenges-and-opportunities-in-the-grocery-landscape) and their balance sheet is thicc. Judge just saved us from another boomer monopoly grocery store lmao. Those boomers at C&S Wholesale couldn't even keep their previous acquisitions from going tits up according to [the judge's own roasting](https://finance.yahoo.com/news/kroger-24-6-billion-albertsons-204409301.html). ACI's gonna be just fine flying solo. Free money printer goes brrrr 🚀
Update: lost on my ACI calls and KR puts, up 1400% on my KR calls as of right now.
🤞the news won’t be what the market expects and ACI will do well. Looks like a low risk trade. I bought in. Thanks for the tip.
Upvoted. ACI is priced as if the merger won’t happen, so I assume KR is as well. If anything, KR should be a short, because they’d be vastly overpaying for ACI if somehow the merger is allowed. Given that the unions are against it, I assume there is a fair amount of pressure on the politicians to not allow the merger to go through. Maybe the new administration will take an opposing view, but for now everything seems to be priced appropriately. What am I missing here?
What happened to the guy posting yesterday about ACI calls
no ... just no... ACI doesn't have the action, I have been selling 2 week covered calls on this for 2 + years now. This is by far not my only play but my cost avg is 18.32 before my 2 years of premium rake. so at this point my shares are pretty much free and have long term capitol gains status
lol my sides hurt from this post...... This is the correct answer... even google gets it wrong but the og ACI holders got a 1 time dividend that is taken off the top of the sale... It was a taxable event and this play has taken way longer than expected (2+ years) but I have sold covered calls to ppl just like OP every week.. I just never thought I would see someone post on here their ground breaking theory about free money and not go WTF why is it so cheap before posting.
Random article i saw that ill summarize.. KROGER is close to finalizing a deal to buy out Albertsons (ACI) for $34. First of 3 judges is gonna make the decision on or right around December 10th and second 2 judges said to make their decision very shortly after. If they approve...the price should shoot right up from the $19 it's at to 30+ and some January calls for $27 are fairly cheap. Worth taking a gamble on i suppose if anyone else wants to do some further DD.
Look at $SAVE, $ACI, $HA ( took over a year)
1.) Eliminate oversight of the spending of nearly a trillion dollars of tax dollars: https://thehill.com/regulation/court-battles/490737-stimulus-opens-new-front-in-trumps-oversight-fight 2.) Aquire the authority to command which businesses get which contracts: https://youtu.be/MlQx7Qs2ACI 3.) Have trusted people stand up companies through which the money can be funneled (3 week old company, founded through a loan approved via the Coronavirus Stimulus bill, is now the center of medical supply distribution): https://www.politico.com/news/2020/03/27/republican-fundraiser-company-coronavirus-152184 “I don’t want to overstate, but we probably represent the largest global supply chain for Covid-19 supplies right now,” he said. “We are getting ready to fill 100 million-unit mask orders.” 4.) Have the federal government sell, at a reduced price, it’s strategic stockpile to the new companies, run by your buddies: https://twitter.com/DavidBegnaud/status/1245841458323771393 5.) Have the states bid on the supplies, driving up the price: https://youtu.be/2zeEUs7tcpE 6.) Have the federal government spend taxpayer dollars to ship supplies purchased from China to these brand new private companies: https://www.npr.org/sections/coronavirus-live-updates/2020/03/29/823543513/project-airbridge-to-expedite-arrival-of-needed-supplies-white-house-says?utm_campaign=npr&utm_source=twitter.com&utm_medium=social&utm_term=nprnews 7.) Eliminate the competition. Attack any company that doesn’t play ball. https://mothership.sg/2020/04/trump-3m-10-million-masks/
My largest wins are in things that genuinely felt uncomfortable to keep holding. I have a large position in ACI right now that went from $21 to under $18 for the last 10 days, red every single day. Not a good feeling but now it's heading back up and I didn't sell. I have conviction on my thesis and it's kept me in.
Thoughts on Albertson's (ACI)? You have basically 75% upside if the merger goes through...Downside if it doesn't go through is that you still have a very profitable company with a PE of 10 that is likely not going anywhere (i.e. people will always have to eat).
You have a valid reasonning for being opptimistic about the ACI price increase potieintial regardless if the merger does or dosen't go through and IMOP you are correct about the ACI share price being deliberatly manipulated by the Market Makers. ( We all it's True ). I to have compared ACI to other company's like Kroger which a Split 10 times, then therre's SFM which is a Moon shot this year and NGVC that's been climbing steadily and of course Weis Markets ( which I don't understand ) but Nothing to do trading useally does make sense. Now Analyst have predicated that the next earnings reports will be less than the most recent on.Per Share price which amazes me as well. Grocery is Staple / Defense no matter what people will eat and drink or die trying to. Although if the merger isn't completed then ACI will more than likely take dive. even after being paid $ 600,000,000.00 CASH by Kroger for failing to complete the merger. Oh lets not forget the reported $ 865,000,000 already spent on legal, consulting, admin expenses. man I'd love to be doing that paper work and making that bank. unreal. If the FTC really gave a shit about Americans they'd not allowed the mergers to go though in the O&G sector this year. Talk about fucking We The People over and over.. FTC SUCKS BALLS no matter what happens. I worked ACI for about 5 yrs can't say that I loved it or that I made alot of money but is was a pay check and we took care of our departments or at least I did. Now do I think that merger would endanger the Unions ability to strike, etc.. Not at.all and in fact it might things better them. I've later moved to work for the lagest company in World of it's type MISWACO which was stellar company to work for.. They filled your pockets, if dropped in the grease they filled them some more and the only competiotr was Haliburton, Baker Hughes at the time.. The Shlumbuerger bought MI and it went down hill from there as well as rest of the O&G industry. Sclumbereger CEO was.lining his pockets by laying off if field Engineers and over working the remaining personnel.
There is a breakup fee if merger fails of $600m as well. Thats a full quarter or net income for $ACI
Calls on COST puts on ACI
ACI w/ a sizable bet yesterday. 29k+ vol vs 12k oi for the 1/25 $26C (.35/.40 spread). I normally have zero interest in general retail, but I like this due to the previous rumors of a KR buyout. If these contracts were ITM we’re talking ACI at a ~$17B+ mc. I like following the money and this might be dumb enough to work.