The thumbs down is from me. I suggest you go back to math 101... Baba/Yhoo can never be expressed in a static ratio. What you can easily calculate is, if BABA goes up $1 and we assume that BABA is not being sold, then 384Mio shares times $1 will be added to YHOO market cap. I also believe that BABA will show good earnings so market cap will jump considerably for both companies if that's true. Anyhow... That's speculation.
If Yahoo would only be worth it's BABA stake then you would have a fixed ratio, but there are other moving parts ;) g/l
Yahoo was one of the best websites ever created. The Finance page, message boards were priceless.
The founders of this company did a great job in creating and innovating a cool website to the public that continues to be popular.
Now concerning current management.
Current Management really has not created or added any real value to the company. They continue to GUT original YAHOO TEAM to shreds whoever s left and now continue to just put YAHOO on their death spiral into the ground.
Current Management team who probably couldn't build a basic website from scratch will TAKE as much shareholder value as possible.
At this point YAHOO IS DEAD. They will cut up this company into pieces.
The stock price is up but the fundamentals of YAHOO is dead.
Sentiment: Strong Sell
Yeah........Instead, Yahoo should ask her to repay $55M - or about half she got as her sign on bonus.
No doubt they could hire any of us here........and we could for sure create a similar disaster for that kind of salary..........
an amended sec 10-K was filed today for the purpose of detailing the new exec pay structure.
it's only about 69 pages long so when you have a minute or two, you may want to thumb thru.
however, for me the only interesting thing was this line on the first page.
"The number of shares of the Registrant’s common stock outstanding as of April 22, 2016 was 948,931,950."
so you can forget that 946.8 M we've been throwing around lately and possible buybacks.
"Yhoo has reached a deal to sell a 48.6-acre undeveloped site in Santa Clara, Calif., near the heart of Silicon Valley and four miles from the company’s Sunnyvale headquarters, to Chinese tech firm LeEco, according to the Silicon Valley Business Journal."
at least i now know that the headquarters aren't part of the land being put up for sale.
the story then says this:
"The Web portal paid $106 million for the land in 2006"
now, for accounting purposes, real estate is recorded on a "cost basis". so that $106mill is what's on yhoo's balance sheet as part of "Land 215,740,000". i'll assume the difference is the value of the land that headquarters is sitting on. real estate (presumably headquarters) shows as 840,083,000 also on a "cost basis" making a total of almost $1.6 bill for real estate purchased almost 10 years ago.
does anyone have an idea as to how much real estate values have increased in those 10 years? the story says this:
"SunTrust Robinson Humphrey said in an industry report this month that Yahoo owns more than 1 million square feet of building space and that its real estate could be worth $1 billion.
I think their "could be" figure might be on the low side.
Their cash to debt ration is much better than most tech companies. Somebody along the line was conservative with not borrowing to buy vanity projects.
Which CEO was at the helm when YHOO bought into BABA? The 55 million should go to that person,not Mayer.
When baba was 118.00 @ the high yhoo was 56= 2.10
Today it was 76.84 \ 36.59 guess what 2.10 strange huh! Next week baba should be much higher 90- 110 take that \2.10 and you have yhoo price unless a outright buyout
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We were able to go home in better shape than we originally thought....Glad the good guys never give up....These crooks were salivating this afternoon but, we were able to make it look respectable....One thing is for sure, next week will not get any easier.....Have a great weekend all and Go Yankees!!!!!
Bloomberg West reported this afternoon it was 10 bidders got selected from the original list. I am thinking they will pick three finalists and then the entire Board will select the winning bid or bidder.
She's been paid $72 million for the past two years, and gets $50 million on the way out. Those are figures that only one human on the planet, Pebble16x can justify.