Tue, Oct 21, 2014, 8:03 PM EDT - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

ModusLink Global Solutions, Inc. Message Board

  • scorpio_al_sahaff scorpio_al_sahaff Jun 26, 2012 10:58 AM Flag

    Break-up value question ?

    What would be the break-up value of this stock ?
    - Cash
    - Core business
    - TFL/e-commerce/Repair
    - Ventures portfolio
    - Tax losses

    The current price equals less than Cash + 1$ for all the rest.

    Seems like any news of any kind on the strategic review process would make the price move 1$,2$,3$ up, depending on the outcome.

    Removing the poison pill, would allow Steel partners buy in the open market, making the stock move back to 6$ level.

    That's a 100% gain from here ? Is it possible ?

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • you need to check your math and read the filings.
      cash position ~70M
      Core = ? 30M?
      AMS/ecomm = 12M
      @ventures = 5M tangible
      tax losses 200M

      there's no way you get 6$/shr out of that.
      ~14M of the cash position as of 12/11 has been spent on Alvarez, proxy battle and goldman/strategic alternatives.

3.11+0.05(+1.63%)Oct 21 4:00 PMEDT

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.