Links to posts of Investor Seer- resourcefull , inteligend ,eye opening,eureka-like.You are my guru ,Sir
I guess I will stop writing my primitive posts and start reading my new guru.
04/23 ICG IPO timing
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04/23 Possible value of new IPO subscriptions.How much over and above SFE asset value.About 8% of your holdings in SFE within 1 year
and 35% of holdings next 10 years if IPO's will be "normal" not blockbusters like VERT see next link
Quality ,experience of SFE management exceed that of CMGI.
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04/23 more on IPO value.CMGI asset value is $50/share (analyst) SFE asset value after 6 IPO's = $ 145.
SFE/ICG market segment (B2B e-commerce) is 10X bigger than CMGI market (B2-consumer e-commerce)
If some IPO's will be as good as VRET (and ICG will) then multiply above 8% and 35% of your holdings in SFE by your level of imagination.
My speculation : 5 IPO's 1:10 shares gives me opportunity to invest 50% of the amount of my SFE holdings .If they will appreciate in 1 year
average 200% (was this previous IPO's average?--correct me -- VERT appreciated about 1000% from $14 final offering)) than calculation will look like below:
1000 shares of SFE x $ 90 =90,000
50% 0f holdings in SFE invested in 5 IPO's = 45,000 appreciated 200% = $ 135,000
if SFE will not move up a penny in next year I will still have 90,000 $$ profit from IPO's
if SFE will move to a Prudential target of $ 125 ,profit = $ 125,000
if SFE will move to projected by Invesror Seer $145 asset value(which will go up rapidly) ,profit = $145,000
if SFE will move close to CMGI valuation which is about 5-4 X ($90 x4 =$360) ,profit = 270K(SFE)+90K(IPO's)= $ 360,000
if SFE will dubble to just 1/2 to 1/3 of CMGI valuation 2x 90=180 ,profit = $180,000 (90-SFE+ 90- IPO's)
many ifs and spread 90-360 K. I would pick something in between.
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04/22 2 links posted previously - asset value of SFE & ICG
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04/22 not guru's post but interesting
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04/21 trancript of V-call conference
vcall.com
Who?Vision web page .More partnership companies through them Register.com is going after Network Solutions lucrative market
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04/22 SFE in Bloomberg article
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