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Yahoo! Inc. (YHOO) Message Board

firsttestcase 9 posts  |  Last Activity: 8 hours ago Member since: Apr 8, 2005
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  • Reply to

    SoftBank Set Up To Buy Yahoo!

    by argentindeep 11 hours ago
    firsttestcase firsttestcase 8 hours ago Flag

    How long would it take for Alibaba, MSFT (or other viable partner/investor), and Softbank to to necessary due diligence for a buyout/swap of yahoo assets?

  • firsttestcase by firsttestcase 9 hours ago Flag

    closed at 38.01. Nice week.....hope the uptrend continues next week.

  • firsttestcase firsttestcase 9 hours ago Flag

    No. You might sneak in a quick turn around as they still need to do the road show and there are those on wall street trying to hold this puppy back. Personally, I would not short yahoo at this point. I do not wish you luck, but if it does drop I will buy more shares and you might consider doing the same........ Have you read anything about Alibaba and the timing of the soon to be pending IPO?

  • Reply to

    will YHOO hit $40 THIS WEEK?

    by raminvestor123 Aug 19, 2014 3:28 PM
    firsttestcase firsttestcase Aug 19, 2014 5:33 PM Flag

    No. I am enjoying the run up and expect it go over 40 before the IPO and well over 40 after the IPO (buyout or nor). But, too many disinterested parties will sell their shares for a quick profit before it reaches 40 this week. Wish it would but there is too much time between now and the IPO for folks to worry too much about the immediacy of holding for the IPO.

  • Reply to

    will it open up at $40 soon?

    by iknightu Aug 15, 2014 6:20 PM
    firsttestcase firsttestcase Aug 18, 2014 8:45 AM Flag

    Yes, but probably not before one big drop. Many on wall street and media will highlight a few more faults before true value is realized. I am surprised it is moving up in premarket given all the neg coverage over the weekend. If if goes down I buy more on the dip. By mid Sept it will be up.

  • Reply to

    How I Know Alibaba and SoftBank Will Buy Yahoo!

    by hm78214 Aug 11, 2014 1:38 PM
    firsttestcase firsttestcase Aug 11, 2014 3:45 PM Flag

    While it sounds like a good idea to me. No one here has any definitive information indicating that either Alibaba or Softbank "will" buy Yahoo. Again, I agree that it would make good financial sense, but there are many other things that they might like to do with the IPO funds to "good idea" and "value" do not equate to action. Sure, I am hoping that this happens at a good price for yhoo shareholders, but it is clear that the market is not taking this particularly seriously. If the market expected this action on the near horizon the price per share would most likely be considerably higher. Having said this let me throw some fuel on the speculative fire.

    Why would the CEO sell shares now if a buyout is near? about this highly speculative answer: A buy out would probably include shares of the buying company and would also include a lock-in period for the selling insiders to protect value. It is possible that the CEO is selling a small percentage of her shares to insure personal liquidity over the next 6 months to a year. How does that fit into your speculative fervor? [or did you just read the beginning of this and over react].

  • firsttestcase by firsttestcase Jul 29, 2014 3:10 PM Flag

    Eric Jackson's logic is good. Shareholders would be best served by having MM negotiate the sale of the company at a premium prior to or immediately following the BABA ipo. IMO $52-$57 would get it done. My reasoning corresponds with that of Jackson and is dependent upon the lack of negative tax consequences for either BABA or Softbank.

    I fully expect BABA to continue to grow, so if it does not get done I expect yhoo to do fine and hit the high $40s by the end of 2014. However, I would rather have yhoo take the money now and have all current shareholders walk away happy. The sooner the better. If it gets done, I will take my profits and put them in Softbank and or BABA.

    If I owned a bit more shares than I do, my voice would make a difference....perhaps if others speak up it might have some sort of positive impact on decision making.

    Good luck

  • Reply to


    by muscletech Jul 3, 2014 10:02 AM
    firsttestcase firsttestcase Jul 3, 2014 12:06 PM Flag

    I would not want to be short when roadshow begins to demonstrate the real size and scope of Alibaba (Amazon and ebay combined; with earnings and growth....)

    Sure, there will be fluctuation but it makes since to invest in yhoo right now....share buy back program alone will raise price above current pps when people read the details associated with earnings. I do not expect yhoo to do much more than .38 cents, and one might get a little dip on the immediate earnings numbers until folks do the math on buy back and Alibaba information......

    Then comes the roadshow and the IPO.....If yhoo drops under 35 again I will buy buy more (I was going to buy some softbank this am but it went way up, so I will have to wait for a few more of those "can't trust China, and its only China wall street bobble head reports to bring one or the other down so I can buy more.....Then again, I have enough yhoo now to make me happy when this thing pops. Selling off my other holdings just in case there is a contrived drop before the IPO .....

    Hoping for perfect storm of all time high in DOW at same time as IPO of the largest and fastest growing company on earth. I am not sure why price has not already exploded.........

  • firsttestcase firsttestcase Jun 29, 2014 6:25 PM Flag

    Four keys to Yhoo rising
    1. Evaluation of Alibaba - anything over 160B at IPO and yhoo goes considerably higher. If yhoo can reduce the amount of shares of BABA that it sells then yhoo goes up proportionatly. Of course if BABA goes up after IPO, yhoo goes up.
    2. If yhoo shows that it bought back a boat load of shares under 35 yhoo goes up, and goes up even more if BABA IPOs high and goes up (do the math).
    3. Organic growth - if yhoo begins to show positive return on acquisition investments then yhoo goes up
    4. If yhoo shows positive returns of move to mobile then yhoo goes up.

    I expect strong growth based on 1 and 2 and the beginnings of positive moves on 3-4. At this point I look at core value and yhoo Japan investment to be somewhat on the positive side of neutral....but, BABA and the cost of yhoo shares bought back to have a very big upside by August 8th or whenever BABA goes public.

    I really hope with the boat load of cash coming in that yhoo bought back tons of shares at what I think are incredibly low prices!!!!!! I currently use 35 range as my measure of cheap shares....but when yhoo goes over 40 anything they have bought back this year will have a very positive impact on the value of each remaining share of yhoo.

    -----on other buy out
    ....I now think that ship has sailed
    1. AAPL appears to be distancing itself from yhoo
    2. BABA has no real reason to want yhoo's parts (only the shares of BABA that it holds and it is getting half of those back with the market paying for the purchase.....super growth opportunity for BABA which should make BABA shares even more valuable). Honestly, in immediate pre and post IPO environment the best investment looks to be Softbank as they don't have to sell anything!
    3. MSFT - logical move by msft in post-IPO environment, particularly once cash is in hand. MSFT could use the cash to back a large loan or simply pay cash, or in shares and essentially get yhoo for almost nothing at $50 per share).

38.01+0.37(+0.98%)Aug 22 4:00 PMEDT

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