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NII Holdings Inc. Message Board

  • edgarhansen1982 edgarhansen1982 Feb 1, 2013 9:48 PM Flag

    Enrico, did you happen to read the comments section of Jan 28 seeking alpha??

    Seems to be a lot of informative people in the comments section. There are 20 comments thus far. One wrote " Just would like to add that the spectrum in Brazil cannot be sold to the main Brazilian competitors (Vivo, Claro, Oi, TIM) due to spectrum caps set by ANATEL.".

    Im not sure what to make of this. There are a couple of posters speculating some of these assets COULD be overvalued by 15%, but its hearsay.

    I wouldnt like to see this company reach 2 buck share prices but who knows what the floor is. I suppose if they burn thru more cash , their intrinsic value will go down by the amount of minussed cash on hand (as well as increased debt.
    Someone also said to buy the 2016 bond which is at 11% (certainly not too shabby.) i just hope our shares wont get washed away out to sea and they reissue brand new shares (like govt motors etc)

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    • Wow, just wrote out a long reply and Yahoo deleted it apparently. I will write part of it back out.

      The PPS drop today was because S&P downgraded their debt. There was a WSJ link I had in my deleted post.

      That Seeking Alpha article could have the valuation inflated but remember there was a 25% overseas discount applied by the author. On top of 15% discount for assuming the operations.

      And Anatel does have spectrum caps which many have been trying to get changed. Mostly because it would end up benefiting phone users' service which has been bad This past summer Anatel banned Claro, Oi and Tim from selling phones which was welcomed by phone users but then there was backlash against Anatel because they are seen as not allowing for build out of infrastructure an reduce bureaucracy needed to really improve service. Anatel reversed that ban after about 2 weeks. With the World Cup coming up soon and the explosion in data demand I think Anatel might be more open to allowing for changes.

      Again, I'm long term here and I took a position because I think their assets are undervalued.

      • 1 Reply to mr_enrico_palazzo
      • cool thanks for the info. I was on Research In Motions message board since I just took a small position in that and someone wrote and explained there's a small downside risk with a huge upside potential. currently rimm is at 13 and they went on to say worst case scenario is they get bought out at 50 percent of book value which would be 9 dollars. I'm not sure how often companies get sold for less than book value but 50 percent seemed low. comparatively that would put nihd at 850 assuming Yahoos key statistics are current. so if this stock decide to go under 4 or 3 dollars I'm assuming you will add to your position just to keep any buy out price above your bed cost basis. it's as if to say if the buyout is drag on and on and they burn through more more cash or worse yet dilute more shares we just have to keep following the stock down and pray. when would be your next addition to your pile

 
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