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Monday, 10/26/2015 11:44:04 AM

Monday, October 26, 2015 11:44:04 AM

Post# of 8107
This is a post from another board speaking on Son and his comments about Sprint in August. However, IMO the stock is rising right now because hedge funds are setting this up for a short in anticipating a negative financial report from Sprint on November 6.. I say they are going to be surprised.. IMO..onto the conference call repost below:

At 1:17:20 of the August 6th 2015 CC, Masa Son Says that Softbank Mobile creates about 500 Billion yen per year of free cash flow (that is about 4.1 billion dollars with the current yen up to in excess of 6 Billion dollars with a stronger yen). He goes on to state that Sprint can generate that much free cash flow.

At 1:18:25 he goes on further to say that once Sprint achieves efficiency that Sprint will be able to generate profit much larger than what Softbank Mobile is generating today.

At 1:19:00 He goes on to say that Sprint and Softbank Mobile will then be the two sources of cash in the entire Softbank Group.

Based on the above, and the fact that for Softbank to take cash from Sprint, it would have to be via dividend, that Sprint could support a very substantial dividend. See the Tandem post entitled "SPRINT - cash DRIVER for Softbank"
POSTER greekmonster101 from Yahoo

Don't take my word for it, listen to what Masa Son himself says, the recording/video is freely available on the Softbank investor website. Listen to the whole CC, tons of info in there about Sprint debt reduction, about how Sprint compares to the pervious Softbank 2006 Vodafone acquisition and subsequent results, and much more color on the leasing Company plans, on the strength of Sprint ARPU and revenue versus Softbank Mobile and much more. It's a must listen event.

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