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Tufenk

 
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  • BlackBerry Might Be Doing Better Than Most Imagine [View article]
    http://seekingalpha.co...
    Feb 28 05:11 AM | Likes Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    See what's there in not-dependent-on-enter... in terms of revenue

    http://seekingalpha.co...

    when you have the OS you can control other revenue streams plus whatever remains from the enterprise business
    Feb 27 05:31 PM | 1 Like Like |Link to Comment
  • BlackBerry Might Be Doing Better Than Most Imagine [View article]
    Nice job George, I think the shorts who are not using the phone are at a major disadvantage, just like those who were BBRY users when iPhone launched, ironic isn't it. Also, please see my http://seekingalpha.co... article about the GOOG help we are getting and the advertising numbers, btw there are 109 million users on BBRY OS, old and new.
    Feb 27 04:32 PM | 8 Likes Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    The company has become much more cash conscious under T Heins as we have witnessed in their increasing cash balance and better collection policies. As older inventory is burned off and cash is collected from their sales, the net affect may actually be nowhere near what you are assuming. In fact, with aggressive inventory and vendor financing arrangements, we would not be surprised for cash to go up in this quarter. So subtracting the cash in all scenarios is ultraconservative as is your ebitda multiple. In a situation where there is not structured debt, enterprise value must always be caveated with that fact. Moreover, a large cash balance such as BBRY's can not and should not be ignored when looking at BBRY as a potential takeover target as some reports have insinuated.
    Feb 27 02:43 PM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    Apple get's 75% of whose ad pie?
    Feb 27 01:29 PM | Likes Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    Thanks Patrick, but how can you get a share price without adding back cash? Maybe estimating cash for the other two scenarios was too complex, anyway it would add at least $5.50 to his base case of $10.68 I believe, to $16.18 per share.
    Feb 27 12:17 PM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    Of course, but then you have to add it back when calculating the share price total.
    Feb 27 11:30 AM | 1 Like Like |Link to Comment
  • BlackBerry Shorts Have Little To Gain, Much To Lose [View article]
    I DON'T KNOW HOW YOU CALCULATED ENTERPRISE VALUE, ESPECIALLY ON THE WORST CASE, DID YOU LEAVE OUT CASH?
    Feb 27 11:15 AM | 1 Like Like |Link to Comment
  • Google Antsy Over Samsung's Advertising Ambitions [View article]
    Control of the OS is a big deal for smartphone players. That gives maximum flexibility for revenue streams in the future. Samsung is a commoditizer but doesn't have an OS yet, but is working on Tizen. Like Google & Apple Vs Samsung, provides fertile ground for others.
    Feb 27 09:11 AM | Likes Like |Link to Comment
  • Google Antsy Over Samsung's Advertising Ambitions [View article]
    Either side load it from http://bit.ly/Y1LR3Q
    or buy it on BlackBerryWorld for $4.99
    Feb 27 06:17 AM | 1 Like Like |Link to Comment
  • Google Antsy Over Samsung's Advertising Ambitions [View article]
    $20.82 to be exact .
    Feb 27 06:15 AM | 1 Like Like |Link to Comment
  • BlackBerry's Blunder In India [View article]
    Vlad, you still haven't retracted your mistake on the push email faux pas. Moreover, if you want to know what's going on between google and samsung read my http://seekingalpha.co...
    article
    Feb 27 06:11 AM | 12 Likes Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    Put your shares into safe keeping.
    http://bit.ly/YVYafW
    Feb 26 04:14 PM | 1 Like Like |Link to Comment
  • NII Holdings Bare Bones Value Of $9.69 Could Be Much Greater [View article]
    I think they will start to announce asset sales sooner rather than later making operational profitability a much sooner event. Thanks for your comment.
    Feb 26 06:59 AM | Likes Like |Link to Comment
  • BlackBerry Outsells Competition At The U.K.'s Largest Retail Store And In Business Sales [View article]
    These analysts are getting desperate ... now they are mind readers, this just in from our friends at Barrons :
    As regards BlackBerry (BBRY), which is not an exhibitor at the show, Bernstein Research's Pierre Ferragu reiterates an Outperform rating on the stock, writing that the company may post profit in its June-ending Fiscal Q1 results, beating expectations, which could propel the stock to $20 to $25.


    "R. W. Baird's William Power, meanwhile, offers up another one of those skeptical reports on the Z10 this morning, writing that his checks with retail shops in the U.K. and Canada this past week show Z10 stock improving, but “Anecdotally, we would note that two weeks ago, the BlackBerry Z10 was so top-of-mind that most reps didn't have to check to see if they were in stock. However, last week virtually all reps we spoke to were unaware of inventory levels, which would seem to imply that fewer customers have been inquiring about the device.”
    Feb 25 02:55 PM | 3 Likes Like |Link to Comment
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