Yahoo needs to resolve it's Baba tax question. Once that is done, then its core can be more properly valued. Any AOL-Yahoo combo would have the same problem that yahoo has today, market value wise. And if Mayer doesn't want to merge with AOL, Stargate can stick it. But it is not beyond the imagination that part of the "unprecedented" transaction that K Goldman forecasted could include an AOL component. To me, unprecedented means a whole lot of chips will be moving around. Like the Godfather movies, when they moved, the Corleones moved decisively to execute on multiple fronts. In this one, there is a star studded cast of possible players including Ma and Son. I think it will be great for longs, and there is less than a month to go before the announcement.
He bashes me and everyone else every day and he can not take it when dished back and neither can you or you would of not bashed today. I tell the truth on you and him and you do not like the truth or you would not delete posts. You delete, I win! Hotmodel does not exist!
Coldone made this up and that is a fact. He would not dwell on it post after post otherwise. It is just another one of his sick lies and ways to bash. I have proven this to be untruthful and that makes him very mad and he feels he must bash everyone. He is such a bully and loser. He needs to delete messages he does not like. I have had him delete posts just to cover up his lies.
Coldone, you are such a liar and loser. I will keep this message copied to the top of this post..Porgybest was not on this board before Coldone created her in March
Hey, Coldone and his army show their Character and for Christmas can not show the spirit. I have taken your BS and Coldone for a LONG time and it is Coldone and you who can not take it and are very Angry. I have won and will continue to win. You stop the bashing and I will. Merry Christmas again even to you!
Why would Coldone and Army not bash for a Day and Say Merry Christmas. WOW, shows His Character!
But Pebble, would that spunoff company trade at the fully taxed value or the market value of the shares, or somewhere in between. Right now, it seems that there is a disconnect between the value of the assets and the core. If the spinoff provides more visibility to the assets separately, we could see a jump of $10 billion or more quickly.
Sony, YouTube, Google Play, Xbox to stream The Interview. Why not Yahoo Screen or Apple's itunes? Mayer blew it.
Don't listen to this nitwit, he's the guy who, on Nov.5th said sell YHOO at $46.80. This is a person who does NOT have a clue.
"There's no hiding the facts. Yahoo is going to the $60s in January."
I have to agree with this. too many catalysts, and the core is going to see nice growth.
i agree with your thoughts about revaluations after a splitoff, although not necessarily with the figures you quote.
the core may be worth 5-6 bucks plus the cash.
however, how much of that cash will be left with the core and how much, if any, will need to go to the spunoff company.
but, the question for me is will the markets value the asian holdings for the spunoff company any differently than those assets are valued now? spinning the asian assets off relieves yhoo of the tax burden, but is it just being transferred to the spunoff company? i doubt it.
...down to $47. I suppose it _could_ get there if we have a correction in January. Market could do what it's been do'n and rally until March before rolling over. My problem with selling, here, is that I think we see a catalyst in January - - some direction as to YHOO's plan going forward.