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Re: AllinFun post# 87713

Monday, 05/31/2021 12:48:34 PM

Monday, May 31, 2021 12:48:34 PM

Post# of 96906
To follow up, I stand firmly at my $1.5 billion bottom end right now and that’s really giving out discount. Let me give you another example:

Between Cox, Charter, and Comcast the amount of units in place is currently around 180-200 million. Let’s cut that number in half for units in place averaged out over 7 years (the first year might have been 10-20 million units between the 3 and then averaged up over the followed years considerably as the tech became imperative to data transfer speeds). This brings us to 90-100 million units x .28 (bottom valuation number). That is $2.1-2.3 billion over 7 years. This is 3 companies of 13. This is the lowest possible rate in the valuation measures. Note that Cox lawyers (Comcast team) gave up on the second day of trial after arguing with our valuation expert. They don’t have much to stand on at the negotiation table.

I’m not understanding the ultra low estimates here. And this is why we have people ready to take action legally as we have a lot to lose leaving it up to those who were clearly out to bend us over from the get-go. Let’s keep our heads in the game as this is a big event in each of our lives.
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