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Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. Message Board

Robear_77 5 posts  |  Last Activity: Apr 28, 2016 11:50 AM Member since: Oct 1, 1998
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  • Now that's the way to make a buyout offer!
    The stock run up big because of expectations then Comcast offered more than 25% above market !!!
    Vivendi, that is how you buy something that you really want!

    Sentiment: Strong Buy

  • Because there is a land grab for content?

    GameLoft has plenty of content for both iOS and Android so could they become part of the next land grab?
    Companies that could benefit from owning a company like GameLoft:

    Amazon with their FireTV (amazon has been known to own and create content)
    Apple with their AppleTV, Phones, Pads and computer (apple certainly has Euros in the bank)
    Google with their GoogleTV (google certain has the money)
    Disney (more and more game loft games have a tie to Disney or a Disney subsidiary including: Pixar, Marvel...
    Facebook for their Oculus Rift; designing for the rift is similar to designing for a phone.
    HTC, why not? They just released the HTC Vive and game design for a Vive is similar to a phone

    Vivendi once owned Blizzard so their know a little about owning a gaming company but they seem to know very little about making an appropriate offer so it's no wonder that management and the market ignored their first two offers. The clock seems to be ticking on all land grabs so it will be interesting to see if anyone comes up with an offer that investors can get behind.

  • Who is building games for the Rift? Today Vivendi announced that they will make an approximately 510 million euro tender offer for Gameloft (a company that makes many top apps for mobile platforms). If Facebook ever wanted to add a few thousand (around 6 thousand) gaming developers to their staff then it might make sense to use a few eros and outbid the folks from Vivendi.

    Sentiment: Strong Buy

  • If Apple ever wanted to get into the gaming business now would be a good time to use some of the funds that they have locked up in Europe to make an offer for French based GameLoft. Today Vivendi approved a tender offer for GameLoft, an offer that equates to about 510 million euros. That's pretty cheap for a company that makes dozens of successful apps for mobile devices used in countries all over the world. I'm pretty sure that the brothers who run the company will make their own tender offer but would probably be thrilled to team up with Apple, Google, Amazon or some other large company in order to keep the company out of Vivendi's hands.

    One look at King Digital shows one how much a company like this could be worth. Activision bought King for its product but also because they wanted a team of engineers that could convert their products to mobile platforms. The teams of engineers at GameLoft are much more experienced at building high action games for the mobile platform and thus would be a great fit for any company.

    Sentiment: Strong Buy

  • If so, now would be a very good time to take a look at buying GameLoft... Today Vivendi approved a tender offer to purchase GameLoft at 6 euros per share... IMHO, that's dirt cheap compared to the assets they have so anyone else that is or ever was interested in GameLoft should take a close look before it's gone forever... Years ago Vivendi did great selling Blizzard to Activision... IMHO, some day down the road they'll probably sell GameLoft for billions whereas today they are trying to purchase it for a little over 500 million euros... This is the right time for someone to buy up GameLoft while the price is still in the millions rather than the billions... Tis something to consider :)

    Sentiment: Strong Buy

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