InvestorsHub Logo
Followers 56
Posts 4355
Boards Moderated 0
Alias Born 04/06/2017

Re: zombywolf post# 87706

Monday, 05/31/2021 12:33:48 PM

Monday, May 31, 2021 12:33:48 PM

Post# of 96904
This is a flawed way to think of it in my opinion. Decision makers here will not just settle for $800 million or less when billions are on the table when they took it out this far knowing the risk they take with the actions they’ve taken as officials of UOIP. Billy will deal with all of this after the money is in place. Not knowing how things will play out legally - I assume he would get every possible dollar at the negotiation table as his 20% might be kaput.

Not sure how you could make the statement no billion dollar figure is possible here. Comcast has 100 million modems in place at the moment. At the bare minimum valuation per modem (which is highly unlikely as they gave up so quickly facing our valuation expert) - your looking at .28 x 100 million modems x 12 months x 7+ years. Clearly they haven’t had 100 million modems since roll out, but let’s chop it in half to average it out and say 50 million units. That is still over a billion dollars alone based on the smallest valuation in play and a conservative figure for modems averaged out. Not to mention they gave up on first day of cross examinations when being sued at a roughly .40 per unit clip so I don’t see them going much less than that figure even close to the bottom .28 figure.

We will agree to disagree, but just placing a 400-800 million valuation on settlement because of other cases that have nothing to do with this one nor the parameters of scope and value as this one is a flawed way to project the final number. I stick by the math for now and hope for the best.

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.