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EASTMAN KODAK ŞİRKETİ Message Board

arbiterofposts 3 posts  |  Last Activity: Jun 1, 2016 4:28 PM Member since: Mar 28, 2013
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  • Reply to

    Listen to the Conference Call

    by arbiterofposts May 31, 2016 10:47 AM
    arbiterofposts arbiterofposts Jun 1, 2016 4:28 PM Flag

    I can not find any transcript of the May 18 call, just the recording. But in answering the first question it was clear that what precipitated this deal was an attempt to buy the company which was rejected because of valuation. This deal came in its place. I have sold a company to Medtronics and they want to own their strategic partners, and not just have a deal with them. I'm actually happy either way and probably I'll be better off if they are not taken over. I do think that I'm not going to get my first choice. Once MDT sees if this is a sustainable, high growth, product they will pay the asking price. The risk is now in the execution of development of the new robots and the expected sales growth acceleration.

    Thanks for your analysis. I agree with what you wrote but I think that it will play out differently.

  • arbiterofposts by arbiterofposts May 31, 2016 10:47 AM Flag

    Not the one for earnings but the one for the deal on May 18. Listen carefully to the first question. The analyst asked why didn't MDT just buy the company. Two points from the answer were: One MDT, "AND OTHERS", were interested in buying the company, and two MZOR wants to get more traction to establish a better outcome (read: price) for shareholders. So we are in step one of selling the company. IMO, when MDT gets comfortable with their ability to market these robots they will enter into a process to own it all. This is obvious from this one sided deal where MZOR gets it all and MDT just gets the ability to invest.

  • Reply to

    Unit prices?

    by metal_king91 May 30, 2016 11:10 PM
    arbiterofposts arbiterofposts May 31, 2016 10:37 AM Flag

    Also keep in mind that MDT shares in the unit sale but not in the disposable revenue.