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United States Cellular Corporation Message Board

  • ejschultheis ejschultheis Sep 17, 2012 1:34 PM Flag

    STOCK TRADES AT HALF PRICE

    CURRENT ASSETS + LTM INVESTMENTS = 1.5 BILLION
    TOTAL DEBT = 2.7B

    TOWERS ALONE WORTH 500K EACH OR 3.5 BILLION
    WIRELESS CARRIERS SPEND ABOUT 300 BUCKS EACH JUST TO ACQUIRE CLIENTS
    THAT VALUE ALONE 6MM CLIENTS @ 300 EACH 1.8 BILLION
    SPECTRUM AT COST 1.5 BILLION

    TOTAL 5.7 BILLION / 85MM SHARES = 67 PER SHARE.

    CLIENTS ARE WORTH MORE
    SPECTRUM WORTH MORE
    OTHER ASSETS WORTH MORE,

    THE STOCK TRADES AT LESS THAN 1/2 ITS TRUE VALUE.

    funny thing
    THE STOCK BOTTOMED LAST YEAR WHEN THE APPLE 4S WAS ANNOUNCED. (OCT 4)
    the market over estimates the negative effect of this product on USM. I expect the stock to rally again on the APPLE 5. Building a position on todays pullback.

    Good Luck

    Sentiment: Buy

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    • panasonicjoepanasonicjoe panasonicjoepanasonicjoe Oct 10, 2012 10:27 PM Flag

      Someone please rip apart this thinking for calculating what USCC is worth in terms of market cap when compared to the recent Tmobile/Metro PCS buyout/merger.

      Metro PCS shareholders receive 26% of Tmobile and 1.5 billion cash.
      Tmobile valued at 39 billion from att purchase offer that fell through.

      39 billion X 26% = 10.15 billion + 1.5 billion cash= 11.65 billion. This is essentially the price or value what Metro PCS is worth in the merger between companies

      Metro PCS has 9.3 million customers. Making each customer worth $1250

      USCC has 5.5 million customers? = market cap of 6.875 billion or approximatley $75 per share. (currently at $37)

      I realize this is very vague, but want to know if there is any logic to this thinking. Ironically, every buyout in telecom has had "a per customer price" between $1,000 to $1,250. VZ/alltell, att/cingular, att/tmobile.

      Am I way off?

      Sentiment: Strong Buy

 
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