She is marginalized. She will get her parting shares and bonus and be gone when the best bid takes the company.
Combined total value is $50 share.
Buyout with a piddly 10% premium? The best dvr company in the world now given away to a nobody company. Why didn't apple or google step in? Its brutal to have a great company with no real financial backing or marketing money.
Amazon rally will also push BABA back into the 80s. Sales are strong as well as web services.
Yet we are lagging. It will have to turn around soon. Alibaba is growing faster than Amazon and has ALWAYS been profitable, not just occasionally.
The board with 4 new guys on it will guide the company to a proper sale at best price. If you dont think so, short the stock or sell naked calls. In June we will see how much you have lost.
Idiotic. The stock will get a classic 30% pop when the deal is outlined.
Starboard will ASSURE that the deal we get is best for shareholders, maximized value, least tax impact.
45 to 50 is very realistic. 30% over where we trade now at 37.
Yahoo Japan 9B
Cash and equivalents, 7B
Best offer on core, 8B
931M shares outstanding.
58 bucks a share.
Lets assume we get tax on Yahoo Japan. 3B.
$54 bucks a share.
They have not done stock buybacks in ages. We have a hugh pile of cash and other assets, plus real estate.
I even think someone smart can make Tumblr worth something. Sell it to FB for 2B.
Markets are near all time highs, money is easy to get on the lend, low rates.
I would like to see a big premium for Yahoo.
And never have to pay that 200M annual royalty fee again.
Just give us 9.5B in BABA shares.
Then we will hold 41B in BABA shares, 7B cash and assets, and the core can sell for 5B
Thats over $50 a share total and no tax.
Worth 9 billion.
Baba shares worth 30 billion
7 billion in cash and securities on Yahoo books.
Thats 46B, or 49 a share just for the assets of the company. Core valued at zero.
How much money do they really need? No more than 5 Billion, some could even be in the form of shares.
YJ gets spun off or sold for 8B. I would just swap YJ shares to Softbank for Alibaba shares.
Then Yahoo has 38B in Alibaba shares.
The core company is then worth the sum of cash and assets, 8B, plus whatever the business is worth, 5B
Thats 13B. Add in 38B for Alibaba. Deduct 1B for costs and fees, and a nice round 50B number appears.
Are you on medication? The first 40K Model IIIs will not be on the road until 2020.
So unless you plan to walk around for then next 4 years, you will pay FULL price for any conventional car.
Every aspect of a "peoples car" in this environment is a nightmare. The lionshare of the cost of the vehicle, beyond labor and plant and equipment, is the gigantic Lithium Ion battery.
It alone costs almost 20K of this 35K car.
There is NO way around this cost. Gigafactory will not bring down battery prices for 5 more years.
New Iphones sell for 900. This is Teslas apple 5C india version, selling for $149.
You and your money will be soon parted. Your money will be mine. I drink your milkshake.