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66Mustang

04/12/21 5:48 PM

#126175 RE: livendi #126171

livendi, it looks like you were asking me, so...

Best case, $6.9B buyout tomorrow. Odds of that are VERY low, but I call it a best case scenario.

Worst case, no buyout ever, we hit the market in late 2022 or early 2023 with a sales force comprised of disgruntled ISRG salespersons who are willing to do anything to sell Enos systems because they want to inflict some torture on their former draconian employer. This is very effective motivation so they are successful and stock climbs into the low $200 range by early 2024. Also I believe a very slim chance it gets to this point, but if it did our patience would be rewarded even more handsomely that a buyout scenario, but I have grown somewhat impatient with this investment so I'd rather take $3.5B buyout tomorrow instead of a $250B market cap in 3 years.

That's MY best and worst case scenarios; reality is probably somewhere in the middle both in terms of schedule and price. Well, I'd still guess $3B-$7B but late this year or early next year, although I'm hoping there is some additional merit in Mr. McNally's statement about paying close attention to the May and September milestones!


Message in reply to:
Thanks. What’s your best case and worse case scenarios. U very smart. God bless and good luck 2