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mc10010

mc10010
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  • IDT Corp.: Update On Straight Path Spin-Off Valuation [View article]
    Speaking of no commitment to the spin off!!!
    Look at the CTMMB spin off. Its been incredible.
    Jul 27 09:15 AM | Likes Like |Link to Comment
  • IDT: P/E Of 5.7, FCF Yield Of 22%, And No Debt [View article]
    according their credit facility they are prohibited paying dividends???????????
    Apr 27 08:53 PM | Likes Like |Link to Comment
  • IDT: P/E Of 5.7, FCF Yield Of 22%, And No Debt [View article]
    IDT does not own shares that I know of. Howard Jonas the CEO of IDT owns shares.
    Apr 8 02:37 PM | Likes Like |Link to Comment
  • IDT: P/E Of 5.7, FCF Yield Of 22%, And No Debt [View article]
    It might be just coincidence but revenues picked up with the announcement of the out of court settlement with Skype. I do not know if has any bearing on their revenue increase but the timeline is about the same.
    Apr 7 05:07 PM | Likes Like |Link to Comment
  • IDT: P/E Of 5.7, FCF Yield Of 22%, And No Debt [View article]
    Speaking of Skype. They recently settled out of court with Skype on patent infringement terms. Anyone have any idea what the settlement was and how they garner royalties from it?
    Apr 7 04:55 PM | Likes Like |Link to Comment
  • IDT Offers A Cheap Valuation And 50% Upside Potential [View article]
    You failed to mention nearly $7 per share in cash, $150M. Their debt is real estate that has estimated increased appreciation.
    Feb 13 09:08 AM | 1 Like Like |Link to Comment
  • IDT Corporation: Low Free Cash Flow Multiples, High Yield, And Growth [View article]
    The first question should be is this company going to continue to pay $.60/share dividend.?That alone would catch your attention. I believe it will and if I am reading Mr. Jonas correctly that will increase with revenues. Revenues have increase from the core TPS as they expand services, also revs could expand further from their more speculative assets, Fabrix, Zedge, IP, and Spectrum.
    Apr 6 08:42 AM | Likes Like |Link to Comment
  • IDT Corporation: Low Free Cash Flow Multiples, High Yield, And Growth [View article]
    I have owned IDT since 90's. One heck of a ride. But I have great admiration for Howard Jonas, I believe as a manager he is on the level of the worlds best.
    Mar 31 03:12 PM | Likes Like |Link to Comment
More on IDT by mc10010
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