Mobile World MWG VN
November 06, 2022 - 2:11am EST by
member
| 2022 | 2023 | ||||||
| Price: | 46,000.00 | EPS | 3200 | 4100 | |||
| Shares Out. (in M): | 1,464 | P/E | 14 | 11 | |||
| Market Cap (in $M): | 2,709 | P/FCF | 0 | 0 | |||
| Net Debt (in $M): | 280 | EBIT | 0 | 0 | |||
| TEV (in $M): | 2,989 | TEV/EBIT | 0 | 0 | |||
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| # | AUTHOR DATE SUBJECT |
|---|---|
| 144 | |
I was going to wait until Monday to post, but given all the chatter on here I posted an investment thesis on it just now. I think it's a massively mispriced option. | |
| 142 | |
Here's how we see it. The additional shares are not in the share count as of 3/31...the 9M or so reflects all those options.
Notes
Stock Price
$3.59
A
Shares are as follows:
# of shares
10,800
A
1. .5M A shares (voting control... login to read the rest | |
| 137 | |
Whopper wrote up his latest on SA a few weeks back:
http://seekingalpha.com/article/2805885-despite-run-idt-corporation-shares-still-offer-value
I do not have any qualms with his arguments (except assigning any value to Newark building) although I would favor the lower end of his... login to read the rest | |
| 135 | |
straw,
I agree...timing on new initiatives continues to slip, raising the risk profile since it is unclear (to me) that they will begin contributing in time to bridge likely eventual decline in core retail telecom biz.
Optically,... login to read the rest | |
| 134 | |
Since I last posted note on 9/12/14, company has paid $1.67 in dividends and it is currently trading at $22.36 as I write.
Other than the dividends, the news has been about as expected.
Including the dividends... login to read the rest | |
| 133 | |
thanks. i had forgotten to add the fabrix proceeds in my calc. didn't drink enough coffee this AM | |
| 132 | |
mpk,
I am getting $10 in net cash -- excess cash . . . that is more complicated . . .
And I did not intend to include restricted cash, which is offset by custy deposits.
I am... login to read the rest | |
| 131 | |
straw- how are you getting ~$10 in excess cash? seems like you're including the restricted cash and then some. seems aggressive to think they could pay a $10 dividend and then just continue on with... login to read the rest | |
| 130 | |
whopper,
i read your blog posts. agree.
and i was also neutral on sale . . . even a bit disappointed, but I have valuation in the low-to-mid 20s, not 16. At $16 with almost $10 in... login to read the rest | |
| 128 | |
I am surprised by the muted response as I had thought the mkt was valuing at zero.
Rough numbers, I am getting pro forma TEV (assume zero taxes due to NOLs) of about $150mm . .... login to read the rest | |
| 127 | |
IDT Corporation (IDT), a global provider of telecommunications and payment services, announced today that it has reached an agreement to sell its interests in Fabrix Systems (Fabrix) to Ericsson. The sale price for 100% of... login to read the rest | |
| 123 | |
We agree with zzz and whopper . . . esp in light of the poor results and even worse outlook hinted at last quarter. This stock is being driven by the telecom cash flow and... login to read the rest | |
| 122 | |
Generally agree. Very nice to see growth resume in core biz. Addition of messaging will hopefully drive some modest incremental growth (optimistic) or slow the LT secular decline in the core biz as they get... login to read the rest | |
| 120 | |
This is very interesting regarding the development of Zedge's business strategy. If they are successful in becoming a "recommendation engine" the company's valuation should increase significantly. This type of awareness is a step in the... login to read the rest | |
| 117 | |
zzz,
We are on the same page. And the money transfer biz also caught my attention.
| |
| 116 | |
I agree, but you are preaching to the choir. I think non-zedge/fabrix is worth a bit less than you, but we are in same ballpark.
And we will certianly buy more if the price falls hard | |
| 115 | |
straw,
Agree that TPS news flow has been negative vis-a-vis where it was two quarters ago, but only mildly so. Two quarters ago, both top line and margins were expanding. Now, top line is no longer... login to read the rest | |
| 113 | |
Btw, how about this priceless gem:
"Looking at comparables, Zedge views Sungy Mobile, a Chinese company which IPOed in the US last quarter and is trading with a market cap of close to $1 billion, as being... login to read the rest | |
| 112 | |
IDT is at an interesting inflection point.
On the one hand, the news flow regarding TPS has been negative (but not horrible) on last two qtly reports. The dreams of placing a 10-15x multiple on this... login to read the rest | |
| 105 | |
Just saw this, which came out a few hours ago. Interesting.
A Fabrix spokeswoman said the vendor’s technology is presently deployed with eight tier-1 North American and European service providers, including both cable operators and telcos,... login to read the rest | |
| 100 | |
have the massive enthusiasm of the bulls wanted in light of the slowdown in the Company's core business and subdued forward looking commentary on yesterday's call?
what's the timeline to monetization of fabrix? how much is... login to read the rest | |
| 95 | |
cuyler,
I am not sure if you have ever raised this point, but the point you just raised about banked/unbanked distinction is key.
If caller and callee have wifi/data plan (and proper phone), then skype is superior.... login to read the rest | |
| 87 | |
WinBrun - let me also correct something you said "Calling card are not going away but certainly not a growth biz". Calling cards were <10% of US Retail Communications revenue in Q4. Calling cards is... login to read the rest | |
| 86 | |
WinBrun - Not sure what I can add beyond the data I have provided thus far. I don't care at all where the stock was in the past. Instead, I like to conservatively estimate value... login to read the rest | |
| 85 | |
Hey Cuyler-
I have been involved in IDT far longer than you (I was one of the fortunate few who purchased in late 09 early '10 and darted pre-genie spin.
I too agree that Howard and Shmuely... login to read the rest | |
| 83 | |
First off, thank you to cuyler and devo for the excellent work on IDT. I stumbled upon the following white paper from Alcatel-Lucent from 2011 that discusses its cloud DVR platform. The font and graphics... login to read the rest | |
| 77 | |
Cuyler or Devo,
Given the recent developments at Fabrix (presumably with Cox), can you give us your updated sum-of-the-parts using ranges for the pieces, including:
Core telecom business
Fabrix
Zedge
Real Estate
Cash
NOLs
From a quick and dirty, if Fabrix could be... login to read the rest | |
| 73 | |
cuyler, devo et al,
Wonderful idea and thread.
How does fabrix end up looking as a business when fully built out (assuming it is successful and gains significant market share)?
Other than the fact that it involves the... login to read the rest | |
| 67 | |
Dont forget Marcelo Fischer whom I've also found extremely impressive. | |
| 35 | |
Cuyler, no comments on Zedge news (maybe just going according to plan)? Still a big long for you, right? | |