It's amazing how defensive some people get when you shatter their reality.
ok then, tell us some numbers. you say mine are wrong, let's hear yours.
the numbers I referenced are from financials B&L published when Public.
I clearly stated twice in two posts, it is impossible to value from the outside, only warburg knows the real current overall numbers.
Then I offered my view based off what we have all seen done since the last known values and trends.
I can't look at B&L and see a single positive catalyst.
Tell me one thing that would make me buy the stock in an IPO.
BY THE WAY. B&L will IPO. That's warburgs bread and butter. Now that their value got blown, they're going to get a bank to give them a lofty IPO. What just happened to facebook though is going to put banks in a tough spot to give B&L an over inflated IPO. They can't afford another black eye in a bogus IPO. This is small potatoes though in comparison so I expect an IPO that gives them a moderate over valuation probably in the 7 to 8 range. I don't think a bank will give them a 10 bil IPO. I don't know how low an IPO warburg will settle for. It will be very interesting to see.
That means do NOT think about buying this stock on the open, only if you can get IPO prices and sell on the immediate open. The stock will fall like a brick. The value of B&L stock after their first published quarter will be the real value of B&L. I bet you all now. That value is not more than 6 billion.
I'd rather buy allergan with a proven history of published numbers and growth!
not saying I like allergan products better, all the same to me. I like making money on my stock purchases and that's the only thing wall street cares about.
revenue, earnings, growth, future growth, catalysts and juicy dividends.
Funny thing about your harvard MBAs, which I've done business with. They're the same ones that lost 50% of their value on inspire overnight after a bad trial outcome and sold the stock to merck. They lost 75 million on paper overnight. Proving your Harvard MBAs don't have a crystal ball either. They put their pants on one leg at a time just like the rest of us. (disclaimer yes warburg made money on inspire overall, but they lost more in 1 day on a bad outcome than any other private equity firm I've ever heard of). Just sayin!
They do the same thing all of us do. They pick a number out of a hat based on crunching some numbers and make some hypothetical conclusions and poof a magic number. It's BS mixed with some simple math. It's not rocket science.
Understand being owned by a private equity firm is not a good thing. They care about making money by flipping deals. They have been stuck with B&L for FAR longer than they ever wanted. Right now the best thing for employees is that they can't move it. If B&L is sold or IPO, it results in layoffs. When Warburg bought B&L I left to finish my career elsewhere. I wish you all the best of luck and encourage you all to do the same.
B&L is in play, the valuation is not what warburg floated. They will now IPO quickly, no doubt. I think you will hear news very soon.
Wish you all good luck.
ok then, tell us some numbers. you say mine are wrong, let's hear yours.
the numbers I referenced are from financials B&L published when Public.
I clearly stated twice in two posts, it is impossible to value from the outside, only warburg knows the real current overall numbers.
Then I offered my view based off what we have all seen done since the last known values and trends.
I can't look at B&L and see a single positive catalyst.
Tell me one thing that would make me buy the stock in an IPO.
BY THE WAY. B&L will IPO. That's warburgs bread and butter. Now that their value got blown, they're going to get a bank to give them a lofty IPO. What just happened to facebook though is going to put banks in a tough spot to give B&L an over inflated IPO. They can't afford another black eye in a bogus IPO. This is small potatoes though in comparison so I expect an IPO that gives them a moderate over valuation probably in the 7 to 8 range. I don't think a bank will give them a 10 bil IPO. I don't know how low an IPO warburg will settle for. It will be very interesting to see.
That means do NOT think about buying this stock on the open, only if you can get IPO prices and sell on the immediate open. The stock will fall like a brick. The value of B&L stock after their first published quarter will be the real value of B&L. I bet you all now. That value is not more than 6 billion.
I'd rather buy allergan with a proven history of published numbers and growth!
not saying I like allergan products better, all the same to me. I like making money on my stock purchases and that's the only thing wall street cares about.
revenue, earnings, growth, future growth, catalysts and juicy dividends.
Funny thing about your harvard MBAs, which I've done business with. They're the same ones that lost 50% of their value on inspire overnight after a bad trial outcome and sold the stock to merck. They lost 75 million on paper overnight. Proving your Harvard MBAs don't have a crystal ball either. They put their pants on one leg at a time just like the rest of us. (disclaimer yes warburg made money on inspire overall, but they lost more in 1 day on a bad outcome than any other private equity firm I've ever heard of). Just sayin!
They do the same thing all of us do. They pick a number out of a hat based on crunching some numbers and make some hypothetical conclusions and poof a magic number. It's BS mixed with some simple math. It's not rocket science.
Understand being owned by a private equity firm is not a good thing. They care about making money by flipping deals. They have been stuck with B&L for FAR longer than they ever wanted. Right now the best thing for employees is that they can't move it. If B&L is sold or IPO, it results in layoffs. When Warburg bought B&L I left to finish my career elsewhere. I wish you all the best of luck and encourage you all to do the same.
B&L is in play, the valuation is not what warburg floated. They will now IPO quickly, no doubt. I think you will hear news very soon.
Wish you all good luck.