14.10.2013 17:36 The British bank does not see any objection to that market speculation about Nokia and Alcatel-Lucent's network connection to occur.
British bank Barclays considered a "credible" in the market for a long time on the move ollutta conjecture that the mobile phone business in the departing Nokia would make a bid for the French-American AC Manufacturer Alcatel-Lucent from.
- If you buy Nokia, Alcatel-Lucent's mobile networks business, both companies will benefit from this. Further there would be a strong competitor to Ericsson, Barclays estimates of the analysis, the news agency Direkt.
Barclays raised the level of Nokia's investment recommendation to "market weight" when it was in the past, "the underweight '. The bank raised the target price of five euros.
At 17:15 Nokia's share price was 4.88 euros on the Helsinki Stock Exchange. Friday was a slight decrease of 0.1 per cent.
I think this will be good for shareholder value to breakup ALU and sell their wireless unit to Nokia. My question is how will ALU split up the patents on the loan ALU has with GS. There would have to be some sort of a deal so the wireless patents go with the wireless unit being sold.
2 B loan. Most of which has not been used. 2,3,4 B sale. I think they should settle high.. say 4B.. pay off GS and have 2 B in pocket. Sell Sub 1.5 to 2 B.. 1.4 in savings from cuts.. CapEx warming up. this is just getting started.. Margin rates could be in high teens hitting 2015..
This stock will be on a tear.. absolute tear. all aboard.. 4B maybe a big stretch.. or maybe a drop in a bucket.. I have no idea on value.. but.. it does have a lot of patents and new products.. along with contracts.. so.. I can see it going for a premium. And if a low price was offered.. a very select few others would slobber over the offer and bid this up.
I own both, maybe something good will happen. It appears to be "synergistic" and both would be stronger together. Thirty percent market share is a great "springboard" whether from operational or targeted buy-out. Your thoughts please.