The End Game. | LUMN Message Board Posts

Lumen Technologies, Inc.

  LUMN website

LUMN   /  Message Board  /  Read Message

 

 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board
Msg  117116 of 174168  at  2/12/2013 4:00:49 PM  by

fkabluejayb


The End Game.

Given the age of Crowe and Scott, it is time for them to declare victory and to exit.

The way to declare victory is to sell the company at a modest premium to today's stock price which, in fact, is way undervalued compared to the sunk capital.

First, however, Jimbo and the gang need to line up a bunch of options at today's low prices.

Possible scenarios:

1. A "hostile" buyer. I say one candidate is David Sokol. Yes, the former head of BRK sub Mid-American Energy. He's been cleared by the SEC.

He knows the PKS culture. And, most importantly, he pulled off a similar deal with California Energy.

Dave, if you are reading this please contact me through our mutual friend the sculptor John Labja. I would be happy to work for you at the new LVLT.

2. A "friendly" LBO with someone like KKR or Blackstone providing the money. Crowe can be Chairman and Storey can be CEO.

3. A telecom purchaser such as Sprint, VZ or ATT.
Marissa at TWTC would also be a good buyer as she knows how to make money.

The man in Singapore would also be a good fit given the weakness of the dollar.

4. A tech purchaser. AMZN, Apple or even MSFT.

Bottomline, on an EV value it is cheap, Crowe has failed to turn a profit and just about anyone else would do better running this company.



     e-mail to a friend      printer-friendly     add to library      
| More
Recs: 4     Views: 418
Previous Message  Next Message   Post Message   Post a Reply return to message boardtop of board

Replies
Msg # Subject Author Recs Date Posted
117125 Re: The End Game. schmuckinsurance 2 2/12/2013 5:32:27 PM








Financial Market Data provided by
.
Loading...