This is a grade school investment analysis yeah baby. But for those one time YHOO short, they lost all their dinero betting against YHOO, still never learned or simply posting here wasting their time for nothing ha ha. Who are they? Somebody is guilty here.
VZ will not give up; T is determined to win this bid as indicated to their higher bid; Gilbert/Buffett likewise bid higher; and now here come TFG bidding alone but later MSFT would likely join TFG to win this bid. I think MSFT has strong interest to help out TFG for one big reason: search partnership with YHOO. MSFT knows well obviously that either T or VZ will terminate this MSFT/YHOO search partnership after the expiration of the partnership or immediately whatever is agreed upon in the letter of agreement. Mr. Tim Armstrong, good luck to you because this is not easy battle for you. Bidding war is coming folks.
From one time $120 per share (YHOO stakes $46B), BABA still brings the larger share of the pie for YHOO. With BABA is the most dominating e-commerce in China and Asia, I am fairly certain BABA will continue to dominate Asia coupled with the largest market shares going forward. With that analysis, I see BABA to get back to $120 per share and higher. With patience, YHOO shareholders will be rewarded hugely.
With buyout premium, YHOO should be around $60 per share.
How many internet analysts have been saying thr valuation of the core is $0 and it is reported so many times. So a poster is saying now those reports now are not true. I agree wrong but it was reported. Even Cramer has been saying too as well CNBC reporting it too. I fully agree that should be the case but I am just reiterating what had been reported so many times yeah baby.
Market says Core is at $0 at current YHOO share price valuation so what will be after the sale
So if current YHOO stakes in BABA is $28B to $30, YJ stakes at $6B to $8B, cash in the bank is $4.7B, so if we add the valuation of the core after the sale, what is the total valuation of the whole YHOO? I feel good baby. I don't know how the shorts feel yeah baby.
Icing on the cake: Baba was trading at $120 per share after months after IPO. To date, BABA had invested billions and aggressive in their business expansion in EU and Asia particularly. With all those business development of BABA to date, can YHOO stakes in BABA go back up to $46B again and more.
But it is becoming a bidding war between two telecom giants T and VZ. I am not so sure how far Gilbert/Buffett team will go. Who will win?
VZ still has a chance because YHOO reported that they are open to bidder who can either match or beat the highest bid ater the final bidding process. I interpreted that as YHOO would like to open to a bidder war after the final bidding process. This is reported by Bloomberg.
VZ could be out heading to the final round. But as reported by Bloomberg, VZ is saying now that he is willing to include buying real estates and patents. I guess VZ will get another chance because YHOO said they are willing to give opportunity to a bidder who is willing to either match or beat the highest bid. CFO Goldman said everything is going well.