CLST Holdings Inc (CLHI)

[Renegades17]

Takeover value



When thinking about the valuation of TDS, keep in mind that the company has become a strategic takeover target to other players in the industry (Snowflake, Datadog, ZoomInfo etc.). They all have highly valued currencies (ie. share prices) that can be used to acquire smaller companies (ie. TDS) at some point. They also care more about the data assets, not historic revenues.

I raise this point as the takeover value will provide a certain floor to TDS' valuation. I'm not saying Stephenson is looking to sell anytime soon, just raising a factor that will determine its ultimate valuation (either on OTC or when it uplists).