Re: Rumores sobre Blackstone
And what if WMIH issued the 5MM preferred at $1000 each to generate $5B [Yes the preferred is a poison-pill] into WMIH. With a float of 200MM shares-out. That's $25.00 PPS [using the simple math with no discount for other factors, +/-].
Price/Book Ratio
http://www.investopedia.com/university/ratios/investment-valuation/ratio2.asp#axzz2K5YMMkzU
With WMIH's very low debt level, we could easily see a P/B of three [3]. Actually three is very low, try 5+.
$25.00 * 3 = $75.00 easy IMO.
P/B ratio of three is actually very low for a company like ours because we 'will' have NO debt, and large NOLs.
Plus ASSETS and funding, they are coming IMO?
We shall see.
The longer we wait, the sooner it will happen!
Too much emphasis on the NOLs as a selling point. We are set up as a baby BRK-B. $200mm capital with 0 debt that can be leveraged out 6x that. Plus the added NOLs. We could buy $10mm worth of Blackstone as a starting position if MW wanted. We can acquire value and grow it. If they want to buy out retail it has to be at a premium. $25 or we stay for the ride.