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Yahoo! Inc. Message Board

  • hd317 hd317 Aug 2, 2014 4:25 PM Flag

    EVERYBODY kn ows MM is useless, sleeping on job.

     

    No matter what , she will be fired before BABA IPO. And buy out offer.

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    • Amazing four people who follow this stock down voted you. She must go. $50+ before ipo. More is she is canned

    • Can you give an estimate of what you think the buyout price will be?

      • 1 Reply to tripletakeup
      • Here's my analysis and estimate of what the buyout could be. The more time before the buyout, the higher it could be assuming that Ali market cap grows and Yahoo shows some growth.

        Alibaba at $250 Billion market cap means Yahoo's remaining 18% stake is worth $45 Billion, before taxes.

        The overall pretax totals for Yahoo could be as follows:
        (After IPO)
        Net Cash = $10 Billion
        Yahoo Japan = $9 Billion
        Ali Stake (18%) = $45 billion
        Yahoo Core(??) = $8 billion

        That total = $72 Billion.

        The only way Yahoo is acquired for $72 billion is if it is by Alibaba or Softbank, who would save billions in taxes.

        However, if another company comes along and low balls Yahoo let's say for $50 Billion, Ali and Softbank would be silly if they didn't outbid the other buyer. That's why I feel $60+ will be the number. But that's just my opinion.

        If you take 35% out of the $45 and $9 billion, you get a reduction of $18+ Billion. So the value of Yahoo would drop to $54 Billion.

        But there would definitely be some premium to that, especially with the longer term prospects of Alibaba. That's why, again, I am predicting $60+

    • I don't think she will be fired. I think Yahoo will be acquired before end of 2014 and Mayer will have some sort of transition period.

 
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