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Re: yankee2 post# 49047

Monday, 07/18/2022 3:46:22 AM

Monday, July 18, 2022 3:46:22 AM

Post# of 50238
Exactly!
The NAV (NET assets value ) with all liabilities accounted for sit at 3.2 per lat Q ER.


They own almost 30 mils of Tripadvisor stock.. that's by itself on the bottom right now makes it a math thing.
30milsx 18/share $trip = 540 mils $ interest holding
540 / 75 L-trip OS = 7.2/share (true holding value based on current stock market of Tripadvisor) without those long term liabilities.
What it would be when Tripadvisor will trade back to 50/share?.. Just just got a new CEO. btw.


Tripadvisor also has 75 mils budget for its shares buybacks.. which will SPIKE L-trip commercial interest when those shares are retired and reducing its OS
as TRIP grows.. L-trip value should .. ;) ( sooner or later)
Their revs are almost recovering at 100% from lockdowns levels this year

Statistica
Retail travel market size projected growth to 2030: https://www.statista.com/statistics/1290358/travel-retail-market-size/

Tripadvisor Revenues history https://www.statista.com/statistics/225435/tripadvisor-total-revenue/


Current pps is 0.69+ cents.. on this non sense fire sale..



THANK you MUCH to whom I owe this steal of the deal.. ;))
I have time.. to wait for full appreciation...

A must read:
2 Deal Opportunities as John Malone Untangles His Empire
Updated Feb. 20, 2019 (older article before Covid interference with all plans?)
https://www.barrons.com/articles/liberty-john-malone-deals-tripadvisor-charter-51550610804

Interesting history right here: L-trip history from its inception.
https://www.reuters.com/article/us-libertyinteractive-divestiture-idUSBREA450E320140506










LTRPA : https://www.barchart.com/stocks/quotes/LTRPA/technical-chart?plot=CANDLE&volume=total&data=WO&density=X&pricesOn=1&asPctChange=0&logscale=1&indicators=BBANDS(20,2);SMA(13);PTP(50);SRSI(14,14);WILLR(14,40);ADX(14);ACCUM;MACD(12,26,9);RSI(14,100);SMA(50)&sym=LTRPA&grid=1&height=500&studyheight=100
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