The BBRY Café. [Formerly: I support BBRY and I buy shares!]
View Poll Results: Did you buy shares ?
- Voters
- 1129. You may not vote on this poll
-
- About patents valuation. Interesting material. Pro and cons, as usual. Make your own mind.
Value of BlackBerrydanprown likes this.09-25-13 09:46 AMLike 1 - Where are people getting $5 Billion for xBBM? Its free with no monetization at all at the moment, sure they could stuff ads in there but would people really stick around when there are so many great add free messaging apps out there?
And even if people don't run off, its freaking hard to make money in mobile ads, Twitter is estimated to make less than $600 million this year WITH 500 million users!09-25-13 09:52 AMLike 0 - Where are people getting $5 Billion for xBBM? Its free with no monetization at all at the moment, sure they could stuff ads in there but would people really stick around when there are so many great add free messaging apps out there?
And even if people don't run off, its freaking hard to make money in mobile ads, Twitter is estimated to make less than $600 million this year WITH 500 million users!
donot try to argue vs. a fan.
Right now the 3 big assets are cash/patents/service.
but it is hard to value the last 2.09-25-13 09:58 AMLike 0 -
"This is a painting of Prince Charles and Diana that my wife painted, I want �20,000 for it"
I will offer you �20.09-25-13 10:01 AMLike 0 - BINGO. They won't lose. Sum of parts is more than analysts are adding it up to. Everyone leaves the 1B in property and other illiquid assets out of the sum. No one is adding $ for BBM-x which could be between 1B and 5B ....release it and watch is grow to 200M in a few months and see what valudation they give it. Shutting down hardware and paying severance will be about half the cash on the balance sheet (1.3 of 2.6B). $9 looks like a bargain and I'm sure someone will pay it....
My unsolicited advice (act on your own thoughts and at your own peril, not mine!) is to watch the market and especially the options market. All of us here pay a lot of attention to BBRY but those guys have real horsepower and info and when they put their money up, there is usually a reason. Right now they are SERIOUSLY discounting even PW's very low offer. I am hoping for the best, but to my little pin brain, it just keeps getting worse and worse for BBRY. I was out at $10.25 and into HALO around $9.10 so I have no dog left in the fight. Continued GLTA!anon(4086547) likes this.09-25-13 10:01 AMLike 1 - Where are people getting $5 Billion for xBBM? Its free with no monetization at all at the moment, sure they could stuff ads in there but would people really stick around when there are so many great add free messaging apps out there?
And even if people don't run off, its freaking hard to make money in mobile ads, Twitter is estimated to make less than $600 million this year WITH 500 million users!danprown likes this.09-25-13 10:02 AMLike 1 - Where are people getting $5 Billion for xBBM? Its free with no monetization at all at the moment, sure they could stuff ads in there but would people really stick around when there are so many great add free messaging apps out there?
And even if people don't run off, its freaking hard to make money in mobile ads, Twitter is estimated to make less than $600 million this year WITH 500 million users!09-25-13 10:02 AMLike 4 -
There are fewer than 1 Million US Employees using BlackBerry's at this point... many departments and agencies have already moved on to other platforms. This will just be a push for those other agencies to look very quickly for alternatives. As to security... don't think TOP SECRET stuff has ever been allowed on mobile devices anyway....
BlackBerry is a Canadian Company that offers services and products, that at this point are available in other ways (maybe still not as good - but good enough?) from US Companies. If the US Government were to publicly step in... they would be stepping into a pile of "meadow muffins".09-25-13 10:04 AMLike 0 - Yeah, the monetization of xBBM is a question, and I'm not going to throw a dollar value on, say, 200 million users. However, in addition to ads, BlackBerry could charge for conducting transactions via BBM (BBM Money), or for premium video and conferencing features.
And in my personal opinion, and from what I've heard, the other messaging apps are not "great". Usable, of course, but there is an overall weakness in the field that BlackBerry could exploit. Google Hangouts and Skype, the one I know best, are lackluster. Haven't heard great things about WhatsApp and WeChat.
Now, sure... will BlackBerry actually succeed in carrying this out? With all of the other stuff going on at the company, I don't feel confident right now. The potential is there though.09-25-13 10:04 AMLike 3 - Since when does the valuation of a company like this depend on the current revenue? Learn To Love An Insane Twitter Valuation And The Mania To Come - Forbes09-25-13 10:06 AMLike 0
- Sorry guys. I just sold half my position.
Albeit I have been absolutely wrong with this stock so maybe this is a contrary an indicator. GL.09-25-13 10:19 AMLike 0 - Why would anybody submit another offer before Friday's ER?
For that matter, I would also want to wait until xBBM was up and running. They have to deliver before it can be valued properly.
Perhaps we'll see Microsoft, Sami and others hiding in the wings at the ER, asking their own questions.09-25-13 10:22 AMLike 4 - Fairfax and Watsa are in the driver seat. It's very telling that BOD did not insist on large penalty fee if Fairfax Consortium walks away from LOI. There is very high risk here. Without rival bids, then shareholders are at the mercy of Watsa et al. This is reflected in the SP. $9 is a cap on SP. Without rival bids. BBRY could go lower.
If earnings release has more negative details, then the pension plans could make it difficult for Watsa to secure financing. There could be potentially a press release at 3 pm or news on Bloomberg that Watsa is having difficulty securing financing. Driving BBRY lower again. Then on Monday, there could be potential news, Watsa able to secure financing if LOI lowered to $7 or $8.
The above scenario is complete speculation on my part but it illustrates that the current process is fraught with risk for small shareholders without rival bids. Watsa is not a friend to current shareholders. He will drive a hard bargain with BOD in the absence of rival bids.
CJ raises an interesting point about this not being a pressure sales situation. I've been wondering about Friday's earnings call, and what we will hear about forward guidance.
If the next quarter projects as negative, even with the tremendous cost-cutting, I would think that the stock will tank worse... the market would probably think that more negative quarters would lead Watsa to lower his bid, or rescind it altogether. I'd also doubt that there would be other bids for the company as a whole. If forward guidance is actually decently positive, it could take the pressure off of BlackBerry to do any sort of deal. I think the odds of that are slim, but they are not zero.
I also want to hear about when xBBM will be released, and plans for expanding it. Would be a nice asset to tout in other potential deals.bondary and anon(4086547) like this.09-25-13 10:23 AMLike 2 - I'd put the value of x-BBM at 0 and so will anyone buying it up.
They can't even get it to work and it's already shown it is very open to flaws. That will takeout all value in a product.
Could x-BBM be worth something, I always argued it could. But that requires proven success and an actual product. BlackBerry **** the bed hard on a HUGE opportunity.09-25-13 10:25 AMLike 0 - Hang in there Kid, you are obviously a bright person (despite you investment in BBRY and have with an outgoing personality. That is a good and rare combination and will led to success, even if the world is giving a hassle at the moment.09-25-13 10:27 AMLike 12
- BlackBerry has confirmed to Pocket-lint that it will not be launching any more BB10 devices beyond the four that it already has available in its current fiscal year which ends in March.
The confirmation confirms what BlackBerry previously said in a recent statement, that it would focus on four prosumer devices as it tries to battle the more pressing problems at hand.
Although cagey in the initial statement issued last week, BlackBerry has confirmed to Pocket-lint those four devices will be the BlackBerry Z30, BlackBerry Z10, BlackBerry Q10, BlackBerry Q5.
The end-game for hardware is in sight, they will run down inventory and that will be that for hardware - anyone who thinks there will be a new device after march... well..09-25-13 10:27 AMLike 0 -
- So you are saying that the $9 is actually a cap, not a floor for Watsa and now he will try to get it for as low as he can? Overplay any negative news, postpone financing until last minute, etc.?
Fairfax and Watsa are in the driver seat. It's very telling that BOD did not insist on large penalty fee if Fairfax Consortium walks away from LOI. There is very high risk here. Without rival bids, then shareholders are at the mercy of Watsa et al. This is reflected in the SP. $9 is a cap on SP. Without rival bids. BBRY could go lower.
If earnings release has more negative details, then the pension plans could make it difficult for Watsa to secure financing. There could be potentially a press release at 3 pm or news on Bloomberg that Watsa is having difficulty securing financing. Driving BBRY lower again. Then on Monday, there could be potential news, Watsa able to secure financing if LOI lowered to $7 or $8.
The above scenario is complete speculation on my part but it illustrates that the current process is fraught with risk for small shareholders without rival bids. Watsa is not a friend to current shareholders. He will drive a hard bargain with BOD in the absence of rival bids.09-25-13 10:40 AMLike 0 - That's the smartest thing I've heard in here today. lol. My lessons learned included not diversifying and having all by investments in one company, along with placing devotion/loyalty to a company over sound investment strategies. I've fixed both of those issues as of yesterday. That being said, there is still to much unknown to count BBRY out. I always said they would be better off doing only software and here we go. I'm waiting to see how they plan to move forward and if they don't go private I may invest again in their software. We'll see.09-25-13 10:44 AMLike 11
- Forum
- Popular at CrackBerry
- General BlackBerry News, Discussion & Rumors
- BBRY
The BBRY Café. [Formerly: I support BBRY and I buy shares!]
Similar Threads
-
The importance of a removable battery.
By krzyabn in forum BlackBerry KEY2Replies: 45Last Post: 04-15-19, 10:12 PM -
Motion support - Vibration no longer working and I need advice!
By bunnyraider in forum BlackBerry MotionReplies: 1Last Post: 04-12-19, 09:42 PM -
Will BlackBerry Launcher ever give us the option to swipe up?
By ikeike859 in forum BlackBerry Android OSReplies: 8Last Post: 04-12-19, 06:27 PM -
In MIXplorer, what is the "archive?"
By RLeeSimon in forum Android AppsReplies: 3Last Post: 04-12-19, 05:00 PM -
Skype Preview brings screen sharing to Android and iOS
By CrackBerry News in forum CrackBerry.com News Discussion & ContestsReplies: 0Last Post: 04-12-19, 01:51 PM
Tags for this Thread
LINK TO POST COPIED TO CLIPBOARD