NAV/MV and the future:
Sorry for being snide abotu this before. Let me fully explain myself then.
OK, so Net Asset Value is the fundamental benchmark here. Market Value is the value that includes so many subjective variables as to be speculative.
What it oughta be worth on paper vs what it's selling for today. Pretty easy stuff and forgive me for mild frustration for not wanting to rehash over and again this simple difference of perspective - which is all it is. Because what's lost in the conversation is the meat of it anyway.
If OSSG (promised future) is comprised of all these held assets, the real question on the table is, what will be the aggregate value of those assets 3 months from now? Today's speculative value certainly has that subjective valuation contained therein.
It seems clear to me that the future value of the held assets of OSSG (itself subjective considering, as someone pointed out, the history of these Stanton pinkies) is going north. The biggest wildcard is EFTI which it looks could be a goldmine, a dust bowl or something inbetween. This of course is strictly opinion.
What's interesting here is that the failure of positive value (respective to it's influential NAV component to OSSG currently) of any of the Stanton stocks is offset by the other held stocks.
The composite of Stanton assets have some value N (present and future) and we can quibble about where this value is flowing to - one day it's EFT, the next it's CYBR, next here comes GIGcom, and what about NNBP - but this composite value is all contained within OSSG.
Supposedly.
So while we debate the merits of NAV and MV (for which there is no bebate, it is what it is) today or even how this merger mess will all straighten out and which stock get the date to the prom and which stays home, the NAV of OSSG one quarter from now is all my mind is interested in. The rest is all useless talk to that end.
As for the confernce call and it's tension: The relese says shareholders can "listen to and participate in" the call. A clear distinction. SO maybe (based on the emails that have gone in) Stanton could change his mind. But I expect there to be interaction.
There's no point of a monologue at this point unless the point of the call is to make an announcement of huge proportions. I don't expect that - I expect a tense dialogue.
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