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Dell's (DELL +7%) LBO price is in a range of $13.50-$14/share, David Faber reports....

  • Tuesday, January 15, 4:46 PM ET
    Dell's (DELL +7%) LBO price is in a range of $13.50-$14/share, David Faber reports. Interestingly, he adds Silver Lake and other investors are only putting in ~$2B apiece. For that to be true, Dell (current market cap of $22.9B) would be relying on quite a few investors, even after accounting for Michael Dell's 15.7% stake. Shares -0.6% AH. Update: Faber clarifies the equity component of the deal is $2B. He also claims Dell's offshore cash will be repatriated. (Reuters)
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This news story has 5 comments:

  • Why does anyone care about Faber says, He, like Kramer, is almost always wrong. They just do not own up to their bad calls,
    Faber said just this morning that there would be no deal on Dell.
    15 Jan, 04:53 PM Reply Like
  • Big difference between Crammer, and Faber:

    Faber reports......(and does a very good job at it, IMHO)

    Crammer recommends.....(and has a really lousy track record)

    If you are using either one of them as information sources on which to trade, you deserve to get hosed.
    15 Jan, 05:08 PM Reply Like
  • faber tries to be so smart.
    he throws stuff at the wall and hope it sticks
    if he is wrong there are never mea culpas
    16 Jan, 07:53 AM Reply Like
  • The take out will be ~$14.

    Forget about the $12 - $13 range.

    That is history now.
    15 Jan, 05:09 PM Reply Like
  • SE Asset owns ~7% at an average cost of something likely north of the $13.5-14 range. They have to factor in here somewhere.
    15 Jan, 05:29 PM Reply Like
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