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Sprint Corporation Message Board

greekmonster101 16 posts  |  Last Activity: 13 hours ago Member since: Feb 7, 2014
  • greekmonster101 greekmonster101 13 hours ago Flag

    ...another differentiator is content....note the comments of Claure in the recent CCA Global regarding content and consolidation.......a large content deal by SB might be an interesting possibility........especially considering SB's other interests.......read the list of the top ten media companies and see what is possible and who is already engaged......

    ....and my best guess is that at some point Sprint and TMUS will make another go at getting a nod from the FCC......I think Sprint's and TMUS's marketing efforts since the last attempt...and some clarity (at least for the FCC) on the 2 big mergers already in front of them.......possibly puts S/TMUS in a different light......

  • Reply to

    Relevant versus irrelevant

    by greekmonster101 14 hours ago
    greekmonster101 greekmonster101 14 hours ago Flag

    ..one can of course add the relevance of "scorecard" items.......and trends are more important than a one-off number.....subscriber numbers are a key metric.....the quality of subscriber within that metric also key......but frankly, if Sprint takes care of the network, the subscribers will follow........

    ..Noteworthy in this is DT's wish to exit the US market, and not willing to invest in the T-Mobile network....

  • greekmonster101 by greekmonster101 14 hours ago Flag

    Most of what is posted here on this message board is irrelevant at best and lunacy at worst. There are a number of serial offenders here who in long-winded posts consider they know more than the CEO of Sprint and Softbank, and more than the best tech people in the industry.

    Present relevant issues:

    1) Radio Shack BK hearing possibly wraps up Monday - possible 1700 more retail locations for Sprint
    2) LightSquared BK exit plan just won court approval - LS likely to again want JV with Sprint
    3) CEO at CCA Global - note interesting comments on content, consolidation, 600 Auction, LTE Roaming
    4) Rootmetrics results show Sprint Network improvement, effectiveness of Softbank tech reps now in US
    5) Bloomberg Intelligence evaluates Sprint 2.5 Spectrum value at 86 to 115 Billion dollars
    6) Enhanced Value of 2.5 is rooted in new tech - carrier aggregation and ability to pair 2.5 (unlink/downlink)

    That's what is going on now (that we know of), and can be viewed in the context of the big picture turnaround for Sprint which includes the brand new network put in place over the last 4 years, Softbank's purchase of 80% of Sprint, Softbank's goals, and a communications industry wherein traditional roles and relationships are blurring and changing. The inherent value in Sprint is highly relevant within that big picture.

  • Reply to

    Spectum info

    by greekmonster101 Mar 27, 2015 12:48 PM
    greekmonster101 greekmonster101 Mar 27, 2015 11:18 PM Flag

    please tell me you are really not this clueless, examples in the market abound of unrecognized value....look how long it took the market to appreciate the baba stake within yahoo...get a clue loser

  • greekmonster101 by greekmonster101 Mar 27, 2015 5:05 PM Flag

    Interesting twitter post by the CEO. Shows side by side Sprint vs T-Mobile costs for and Unlimited plan.

    SPRINT........................................................................T-MOBILE
    Monthly rate plan - $80................................................Monthly rate plan - $80
    High Speed Data Unlimited..........................................High Speed Data Unlimited
    Monthly Phone cost - Free...........................................Monthly Phone cost - $ 28.33
    Monthly Annual upgrade cost - Free............................Monthly Annual upgrade cost - $10/mo/line
    Tax due at time of purchase - 0...................................Tax due at time of purchase - $68
    Monthly Plan and Phone cost - $80.............................Monthly Plan and Phone cost -.$118.33
    Annual dollars WASTED - 0.........................................Annual dollars WASTED - $459.96

  • Reply to

    Spectum info

    by greekmonster101 Mar 27, 2015 12:48 PM
    greekmonster101 greekmonster101 Mar 27, 2015 1:09 PM Flag

    what, did you finally post something sensible....law of averages was in your favor on that though.....

  • greekmonster101 by greekmonster101 Mar 27, 2015 12:48 PM Flag

    Consolidated here from my recent posts:

    "the moron crew here (ie Teamrep) and others always overcomplicate and misrepresent everything ...fact is there are accepted formulas for calculating spectrum value...it's clearly not all "the same".....but the 2.71 value per MHz pop IS the published average for AWS-3...and 2.5 now acts like 1.9.....Claure reiterated this just yesterday at CCA Global...watch the video.....he also said that in the upcoming 600 auction, spectrum might not sell for as much.....a lot has to do with auction rules...again watch the video and get yourself more informed so you don't look so foolish.....no offense, just tired of your arrogant spewing of misinformation.....".

    "..you can add to this that Bloomberg Intelligence has evaluated Sprint's 2.5GHz holdings...which is 120MHz+ in over 90% of the top 100 US markets....at worth between 86 to 115 Billion dollars.......so my calculation (done prior to the Bloomberg Intelligence numbers coming out) were conservative........point is this is a real asset...real value.......again Claure touched on this as well at CCA.......do the due diligence and be more informed......listening to fools is not a substitute for knowing what's going on......btw, "Bloomberg Intelligence" is NOT an "Article" as the morons have said....."

  • Reply to

    Somebody is propping up this trash

    by lilaiuva02 Mar 27, 2015 10:02 AM
    greekmonster101 greekmonster101 Mar 27, 2015 10:12 AM Flag

    they're called value buyers ...like the CEO buying 5 Million shares....like Orbis buying 69 Million shares last quarter...like Dodge and Cox now holding 96 Million shares (adding 33 Million just last quarter) ...and Norges Bank now holding 101 Million shares.........that's who is "propping it up"......LOL....if you had a clue you would at least have something

  • greekmonster101 greekmonster101 Mar 27, 2015 9:42 AM Flag

    ..you can add to this that Bloomberg Intelligence has evaluated Sprint's 2.5GHz holdings...which is 120MHz+ in over 90% of the top 100 US markets....at worth between 86 to 115 Billion dollars.......so my calculation (done prior to the Bloomberg Intelligence numbers coming out) were conservative........point is this is a real asset...real value.......again Claure touched on this as well at CCA.......do the due diligence and be more informed......listening to fools is not a substitute for knowing what's going on......btw, "Bloomberg Intelligence" is NOT an "Article" as the morons have said.....

  • greekmonster101 greekmonster101 Mar 27, 2015 9:35 AM Flag

    the moron crew here (ie Teamrep) and others always overcomplicate and misrepresent everything ...fact is there are accepted formulas for calculating spectrum value...it's clearly not all "the same".....but the 2.71 value per MHz pop IS the published average for AWS-3...and 2.5 now acts like 1.9.....Claure reiterated this just yesterday at CCA Global...watch the video.....he also said that in the upcoming 600 auction, spectrum might not sell for as much.....a lot has to do with auction rules...again watch he video and get yourself more informed so you don't look so foolish.....no offense, just tired of your arrogant spewing of misinformation......

  • greekmonster101 greekmonster101 Mar 26, 2015 10:13 AM Flag

    yes, most here have little clue when it comes to spectrum, or are woefully misinformed......the key factor in valuation of course is Value per MHz pop, and in this the AWS-3 auction greatly surprised.....the value averaged 2.71.....which is well above the 2.00 value I used in posting this calculation...

    ...some of the new key factors are ability to pair 2.5GHz and carrier aggregation.......the latter causes 2.5 to perform more like 1.9........

  • greekmonster101 by greekmonster101 Mar 25, 2015 1:03 AM Flag

    Other factors beyond a strict Operational view:

    1) the inherent value in Sprint such as the massive Spectrum position...ie. Bloomberg Intelligence's evaluation that 2.5 GHz alone is worth 86 to 115 Billion, even a conservative fraction of that evaluation puts Sprint easily worth 4x the current price....

    2) that a trapped value situation such as with Sprint is not only to Sprint's benefit to unlock, but to other's as well....in other words Sprint is not operating in a vacuum....when value is this compressed, merger partners see that reorganization can unlock that value to their great benefit.....

    3) the reason Sprint is not already merged with TMUS is purely political...the 2016 election is an opportunity where that can easily change with a Republican administration......you can bet that right now Hedge funds are making a list of companies that will benefit if Republicans take the White House...Sprint is at the top of that list.....

  • greekmonster101 greekmonster101 Mar 22, 2015 4:53 PM Flag

    Spectrum Value Calculation:
    Total Value = pops x MHz of Spectrum x Value per MHz Pop
    Total Value = 250 Million x 120 MHz x 2.0
    Total Value = 60.0 Billion dollars

  • greekmonster101 by greekmonster101 Mar 20, 2015 8:14 PM Flag

    Norges Bank Investment Management....101,974,052
    Dodge & Cox..............................................96,876,234
    Orbis Investment Management Ltd............69,436,875
    Newton Investment Management Ltd........44,849,683
    Invesco Advisers Inc................................. 33,003,576
    Vanguard Group Inc...................................32,451,032
    Paulson & Co. Inc.......................................30,100,543
    BlackRock Fund Advisors...........................26,787,590
    Nevsky Capital LLP....................................13,796,685
    PRIMECAP Management Co.....................13,475,000

    Strong, considering the entire public float is about 750 Million

  • greekmonster101 by greekmonster101 Mar 11, 2015 7:37 PM Flag

    Background:

    Recently completed highly invasive multi-year rip and replace of the entire network (called Network Vision). Sprint now has the newest network in the U.S., a network which yields significant savings in backhaul, roaming, energy and maintenance. Software-based architecture affords capabilities regarding Spectrum and Network Sharing.

    Softbank:

    Softbank Top-technical rep Junichi Miyakawa relocated from Softbank in Japan to the U.S. three months ago along with 100 Softbank "Top-Gun" engineers to fine tune and advance the network to its full capabilities. No team in the world has more expertise on 2.5 GHz spectrum than these Softbank experts. Mr. Miyakawa announced they are now employing automatic detection and self-learning tools, specialized technology used in Japan. Sprint is also to add 9000 LTE sites, densify the network with small cells, and continue deployment of LTE-A technologies.

    Results and Future:

    Sprint has now passed T-Mobile in recent Rootmetics Nationwide tests. You may recall that upon announcement of Network Vision, it was stated that Sprint was building the world's best network. The pieces are in place for just that.

  • Claure has said they are exploring options regarding the newfound Spectrum value (Bloomberg Intelligence feels Sprint's 2.5 Spectrum is worth 86 to 115 Billion dollars)

    The new valuation appears to be a function of several developments:

    1) the higher spectrum prices in the AWS auction (mid-band)
    2) 2.5 Spectrum now performs like 1.9 with carrier aggregation (propagation)
    3) 2.5 will be able to pair with other bands (see John Saw comments in the recent CC)

    Using the 86 Billion figure from Bloomberg::

    86 Billion - 2.5 Spectrum
    20 Billion - Other Sprint Spectrum Bands
    18 Billion - Network assets
    3.7 Billion - Cash
    31 Billion - Debt
    Income Stream from 55 million subscribers/ongoing entity

    This equates to $24.17 per share value (market cap 96.68). Plus any assigned value for the ongoing entity. Bashers have objected to this approach to valuation, but let me point out these are hard assets. They can be sold or through some restructuring, monetized. Bottom line, the value is there.

    The 115 Billion dollar valuation equates to $31.42 per share (market cap 125.68)

    How Sprint monetizes this is now the question, but the value, compared to a current market cap of less than 20 Billion...is HIGHLY compelling.

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