How much will VL make if he pulls off a private equity sale of TD and Cloudera as a package Rumour has it will be $100M personal fee.
Surely no one can get $6B together and make VL day.
AC got together $5b ($50 a share)just for teradata in mid 2018 and iVL turned it down with MC backing him.
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Can someone expand on the ‘AC got together $5b’ comment?
$50 / share would have suited me...especially at this current level
I am an investor and reading this is interesting. Looking at their financials, PE is out of whack, management is not efficient and their EPS is totally screwed up. Their number of consulting folks generating not-strategic one-time $ is concerning.
Exciting parts for an investor or a PE are: Their Market Cap is low, they have 2000 customers. Based on customer conversations I had, and the recent cloud announcements at Universe and their booth/sessions at AWS reInvent seems to suggest that Cloud push is helping them. Snowflake is very flaky at high scale, cloud-native competitors are not mature.
Sounds like a perfect situation for a PE to take over, cut costs and make it healthy EPS...
TD once owned 30% of HWX and as Hadoop is now dead and buried, they ain't going to pony up to CLDR anytime soon. Time to layoff the crackpipe
Until the institutional investors and Wall Street decide that the board and their decisions are fundamentally flawed, there is very little chance of realizing any gain....for anyone, let alone Gramps and his entourage.
For example - take a hard look at the acquisitions of Aprimo and eCircle, then how the sale of TMA was handled. A reverse of massive proportions, and a decision effectively made/approved by the same people still in charge today.
ThinkBIg acquisition - why and what benefit to the shareholders ? Vic’s son may have made some money but did anyone else ?
Appointment of said CEO, any better than the other CXOs ? Errrrr, not so much.
‘If you don’t like it, you can leave’ may we be the mantra for the investors these days...
Why would anyone want to buy this dinosaur? Especially at an inflated price. Better just to take TD's customers and watch it sink.
mid 2018 was when the stock was almost $50, now that it's down in the dumpster at $25, is there anyone that would want to pay double its worth? All of the analysts downgraded, and target is around $30. Even at the lower stock price of $25-26, PE is still ridiculous at 200x.