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Dish Network Corp. Message Board

value_invstr 3 posts  |  Last Activity: May 24, 2016 10:03 PM Member since: Jul 27, 2009
  • Reply to

    ValueInvestor - quick question

    by rockysim May 18, 2016 8:47 AM
    value_invstr value_invstr May 24, 2016 10:03 PM Flag

    Yeah I'm aware. As the CEO once said, this sector has a bit of chicken little in it. The stocks trade way more volatile than their businesses perform. Gray had a great 1Q but 2Q guidance was lower than expected, basically they had some political $$$ shift into Q1 vs Q2. No big deal. They made a nice little acquisition and if you read what was in the press releases the seller talks about them having no options but to sell. GTN is in the cat bird seat when it comes to gobbling up all these small broadcasters post auction. That will enable them to create a lot of value for shareholders. Very similar to what NXST did, they will follow the same strategy (except by smaller markets with higher ratings). This year will be the best year the company has ever had, by a huge margin. Next year they will get a big jump in net retrains, roughly 20%, but the more exciting part will be the M&A. Bottom line, I own a lot (for me) and won't sell a share below $20 (unless the story changes).

  • value_invstr value_invstr Mar 8, 2016 4:12 PM Flag

    BA is their business aviation unit, and they expect it to do about $80m in Ebitda. A business with the secular growth they have would get a high multiple, probably around 12x, that's $960m Enterprise Value and above where the stock is trading. Therefore investors are valuing the Commercial North American business and the Rest of the World business at $0.

  • The BA segment alone is worth the enterprise value of the company.

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