tivoboy
join:2004-05-10
Menlo Park, CA
| reply to TK Junk Mail
Re: Shares jump 40%?
I think they will simply hold pricing steady, and just pay the fine. I don't read a going forward fee, but even if the one time royalty payment was a going forward fee, they might want to pay it over time.
If I were S, I would want the money from VG now though.
At 175m, now 300m or so market cap, for 2.4m subs, that is about 120$ a sub for someone to buy. About what people have typically paid. I think the company should be valued at about 500mm, which would make this a 3.00 stock?
I'm not jumping back in on this for a while though. I like it better in the .9 range |
