I think it's a matter of how many shares you will get of Spinco and YAhoo, after the split. I'm not sure it's sinking in to my head, so I have to pass on it. I just believe that BABA will move much higher between now and end of 2015, so I think Yahoo should buy back as much as possible sooner, rather than later.
I don't think they are going to do it the day after the expiration. I think they are going to do it later in the qtr, maybe even November or December, in my opinion.
jameshwalker99 • Mar 8, 2001 12:24 PM
Microsoft will buy YHOO for $10/shr
and use the 300 billion users to get more people signed up on its MSN network. Microsoft is
going to be AOL's worst nightmare after the trial is over.
$50.51 to $45.10 so far in 2015.
If you think that is rocketing you need to turn your monitor right side up.
Microsoft will drag this out as long as they can. Mayer has planned her revenge and she's now making them feel the pain...
I meant when they try to get advertising, does the number of users for Yahoo that they pitch to advertisers include the spammers in the total.
No---the spammers turn off people completely; the boards have far fewer messages and are far less valuable than 10 years ago
"If the search agreement extension agreement was reached last month, why are we informed only now?"
probably because it required the filing of that 8-k before releasing the news.
"IS there really a difference?? If you look at total market cap of Yahoo core and all of the assets, does it make a difference whether Yahoo buys back stock before or after? The market cap is going to be the same anyway.
It's like a 2-1 stock split, the share amount changes, but market cap stays the same.
Isn't that what's going to happen here? "
NO, that's NOT what's going to happen.
when spinco happens, yhoo's o/s shs will remain the same and spinco's o/s shs will be the same ()ASSUMING that it turns out to be a 1 fer 1 spinoff.)
the market cap of BOTH OF THEM (COMBINED) "may" stay the same, but the prices of yhoo & spinco (on their own) certainly are NOT going to be the same.
yhoo's mkt price is going to go DOWN (substantially).
so, if yhoo is going to be buying back shares AFTER the spinoff, how can you possibly not think that $2bill is going to buy back a hellluvva lot more yhoo shs than it would if the buybacks were being made before the spinoff?
Four seems correct unless you got something different. They can do it at the September lockup expiration.
"The spinoff is subject to approvals from the Internal Revenue Service and the Securities and Exchange Commission. Yahoo plans to jettison the Alibaba stake after the September expiration of a one-year lock-up agreement requiring Yahoo to hold on to the shares."
Yahoo has turned into an entertainment company focused on mobile media and the opportunity to be a media provider, with streaming content.
I believe Mayer is setting up Yahoo Screen to be a nice player in the streaming business. Yahoo is also going to continue to grow its video advertising business on the web and via mobile.
Yahoo has definitely turned things around and it is a major player in the advertising business, especially with its ability to reach over 1 billion people.
Mayer needs to show overall revenue growth, which she has not done yet.
why the timing of the $2Billion..... No schedule?
Why the extension of MSFT deal into the earnings? Reporting Cycle?
What is Yahoo really accomplishing to shore up its core business
Who is Yahoo....and how would you describe their business model
Frankly, they seem like a rudderless sail boat looking for a good gust...... A moving target with a perpetual change in priorities....... The lack of a clear strategy and transparency.......getting impatient here....may bail. Seems to have lost their mo jo.