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Post by proforkodak on Sept 9, 2012 12:50:16 GMT -5
kodak.boards.net/index.cgi?board=general&action=display&thread=54FOR all you WORRY WARTS: USE only $1 billion for the DI patents. EVERYTHING stays the same. EXCEPT Kodak ends up with $750 million in CASH and an INTRINSIC VALUE of appx. $10.5/share NOBODY on Wall st is doing ANY serious analysis of Kodak. THEREIN lies the opportunity. The INFO breakdown by business line has been EXTREMELY helpful to me. files.shareholder.com/downloads/EK/1936156278x0x590863/3fb38147-1bac-4448-aaf2-0b160aa12538/Bondholder_Disclosure_August_2012.pdf. The announced sale of the 2 divisions is another KEY part of UNLOCKING the hidden value in Kodak. No doubt that the consumer printer business will also be sold or shut down, and the proceeds could produce long term royalties for Kodak. My ZERO value leaves plenty of upside. Kodak may hold on to the remaining nub of the film business since it has become a monopoly. The Film deposition technologies have many other potential applications in a myriad of different growing industries. I think Kodak will announce a number of new JVs over the next year, that will end up producing long term royalties to Kodak in some of the FUNCTIONAL printing areas shown on page 31.
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