124zxcv,
Those who have known me on this board know I do not share my thoughts as to where the pps could go. However, with regard to your comment, "...also believe if YA goes away NEOM will get the valuation faster and who knows maybe even higher," as I have stated, IMSO YA will only go away after a r/s, and subsequent to the r/s it will then be incumbent on Neom to dilute enough to displace YA. They will need to sell into the market in order to a) raise capital, and b) displace YA.
For those iHubbers touting a potential takeover by MSFT, IMSO this is highly unlikely. First, let me say that the blog site that announced this minimal possibility is merely spouting this because a hefty player suddenly came to the table...it is not based upon anything more than a whim. If in fact MSFT wanted to acquire Neom, why pay to license and risk driving the purchase price higher on the news (by licensing they only increase Neom's value)? IMO they would have simply made an offer and executed on it.
Instead MSFT chose to license, and this action falls directly in line with my view that Neom does not plan to be acquired (another reason for YA to own 51% ;-) ). Simply put, IMSO you do NOT build the ecosystem, battle numerous patent wars, and wrestle extensively with financing, only to sell the company (illogical given their unlimited financing through YA). Rather, now that you've built the ecosystem and the big boys are falling in line, you license to all parties and lead the industry.
All of the above...JMO.
Cheers,
BC
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