OT Tottie: Was a new Blacklist out on Thursday night? On the road, and was busy that night. Normally the Google Play download is available by now, but nothing showing. Might be season over? Summer is here.
And that's correct: Yahoo for 39.50 plus or minus 3, but I do think if Buffett and Gilbert are pairing up, it could drive the price a little higher, on that synergy, but what if they only want Yahoo Finance, as somebody reported? I don't see how that would work out. Quicken Loans could probably use those Yahoo red eyeballs.
BTW - I went back and watched all the recent episodes, really good, not as much "soap opera" content, after all. "Cape May" is surreal and really odd television, like a great movie.
A BABA acquisition of Yahoo is the best case situation for Yahoo shareholders. If failed CEO MM had the shareholders best interests in mind (instead of her ego) she should have been grooming Yahoo for a BABA acquisition (or at least a strategic partnership) since she came on board as CEO. Instead she had this delusional fantasy about being the next Steve Jobs, even imitating his stage manner. Anyone on this message board could have done better for Yahoo stock than Marissa Mayer the last 4 years just by asking one simple question. "Alibaba, how can Yahoo make Alibaba more successful?"
Now, to answer your question. First of all I think MM blew it with Alibaba. But I guess there is still a chance we could see some late inning Alibaba entrance into the Yahoo sale process. Alibaba would have the opportunity to structure an offer which would likely trump any bid from AT&T or verizon. it could also be structured in a manner that reduces Alibaba's shares outstanding. Alibaba could inject life into Yahoo's tired assets. (They have superior management to Yahoo you know). Alibaba could use the assets to Americanize the Alibaba name which would be good for their reputation and stock price in the US. Alibaba has the opportunity to inject e-commerce into Yahoo's largely unmonetized traffic. Yes I believe Alibaba stock would rise on an announcement of a Yahoo acquisition if structured the right way. They are positioned that they don't even have to deal with MM and the board; they can go directly to the Yahoo shareholders with an offer.
pebble.8xagain • May 25, 2014 3:43 PM Flag
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i posted a msg about our troops (one of them being my father) when i posted this:
last week my son & i drove down to d.c. to "visit" my parents in arlington nat'l cem
he just sent me this link.
i never knew how many were still "over there"
have a nice memorial day holiday but don't forget what it's all about.
"It will be full value including taxes 65 plus big dollars will wait til taxes do not mean anything"
i wish you were going to turn out to be right, but i don't think that's gonna happen.
personally, i think that, at the moment, we might be only $3-4 from what yhoo will be worth after the sale of the core is finalized without YJ being included. that might get us to $42-43.
then, should baba and/or sftb come in and buy us out of yhoo, we might get to see the gains to be made by avoiding (most, if not all) the taxes due . $55-60, at best.
i hope you're right and i hope i'm wrong.
Lmao WAS and IS are vastly two different things and you don't get REWARDED ever in that scenario!!! The biggest thing Yahoo could have did was save on that BABA stake taxes at 10-15B either with a fair deal with BABA or the IRS.(I was right BTW. on that). Now they're trying to sell, the core, but if shareholders keep, the cash, $5-$7B is a lot if the acquirer can't must $500-750M, net income. Why would anyone pay 10-15-20B when market value for unicorns in the tech world are imploding? That premium is multiples of REVENUE!!! Smh! Bojangles is probably right +/- $3 from here. As for me, I'm partly in cash, after selling my VRX calls for $4.40 and $4.80, Friday morning and buying back my FCX calls from .67 to .43. No Yahoo...stock isn't moving, I don't bet on events, if possible, and options are going to be whittled to zero as volatility dries up. Just be REALISTIC!!!
coldone posts to himself for 3 days straight days while bashes others and giving thumbs down and he thinks i have a sickness
I know that the acquiring company's stock usually goes down upon news of an acquisition,...but if BABA was to acquire Yahoo.... would BABA actually rise?... along with Yahoo's SP as news leaked....and announcement was made? Is there something about the current ownership situation that would cause BABA to rise? ....and maybe that's what Ma's meeting was about.....and this past week's movement in both names.... is this a silly concept? (hopefully not as silly as goingdorko's....)
Sentiment: Strong Buy
that, after yhoo finally sells off the core and whatever else goes along with it, yhoo's market price will then reflect the value of the asian holdings at their then current mkt price or at that mkt price less the tax liabilities sitting on them?
I have no doubt T is thinking about this strategy whether just go for the Core or whole YHOO. Whole YHOO then it would be a takeover deal likely using more T stocks say even up to 90% my opinion.
so boring the only people posting here are the dishonest liar and the few that call him out
porgy liar, What coldone success with all those 2015 losing buys! That seems to have you squirming. Your lying shows you are squirming. I am laughing at your stupidity.
"IS POSSIBLE FOR US TO GET IF YAHOO IS 100% SOLD?"
there are too many variables to be able to answer that question with the first variable being who the buyer might turn out to be.
"WHAT ABOUT THE TAX? IS THAT PROBLEM OVER?"
that's another variable and that's also dependent who the buyer might turn out to be.