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Post by Admin on Sept 4, 2012 20:21:45 GMT -5
That entry with the Antitrust attorneys being brought into the deal really makes me think that we have a huge deal here! I hope its some big money upfront, and nice license deal way down the road! I hope they can also announce some big projections and also include Tablet revenue, as Kodak NEVER had any tablet licenses! SBG
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Post by coxatdotnet on Sept 4, 2012 20:24:03 GMT -5
What amazes me more than anything is the complete lack of leaks dating back to the WSJ articles during the first couple of weeks. My theory is that Gropper laid down the law...now I wish I had some information to back that assertion up as fact.
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Post by mglassma on Sept 4, 2012 20:26:14 GMT -5
Leaks? I have taken plenty. No, in all seriousness Coxa, I agree. Where the hell is some useful information regarding the ongoing discussions and sale? This shit is sealed pretty tight.
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Post by coxatdotnet on Sept 4, 2012 20:28:27 GMT -5
20 interested parties...an average of at least 2-3 folks per party "in the know"...and not even anything from someone at a company or consortium who says something like "we aren't in the running"? Amazing.
At the end of the day, the negative leaks could end up working for our advantage since the expectations are so low at this point.
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Post by mglassma on Sept 4, 2012 20:30:46 GMT -5
Agree again Coxa. It just would be alot easier to get to 1 or 2 or 3 bucks upon the announcement had the shares been on a steady climb up until the result. But expectations are very low so, assuming there is a sale any sale the stock will rise.
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Post by metric57 on Sept 4, 2012 20:31:06 GMT -5
Back in July we saw the kind of run that could take place based on two good bits of news, It's hard to imagine the kind of pop that will result when DI sales figures hit the press.
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Post by We Got Hosed!!! on Sept 5, 2012 9:24:28 GMT -5
The last leak from WSJ was sub 500MM on the NUKEs about 3 weeks ago. I don't believe there too many people left about the table. Even is that the truth, WSJ should about get some more info. from them.
Perhaps, what's the odd of the judge put a smackdown on WSJ and give them the warning of leaking auction related details?
otherwise, how can you go silience for this long?
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Post by Admin on Sept 5, 2012 9:42:34 GMT -5
I think the BK court laid heavy warning on WSJ.
I also think that there isnt many people involved, probably down to 1 representative that will negotiate the deal with Kodak.
Need to know basis to prevent leaks.
SBG
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Post by mglassma on Sept 5, 2012 10:49:10 GMT -5
One person is just crazy talk.
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Post by Admin on Sept 5, 2012 10:54:07 GMT -5
How many then?
Whats the minimum people in the deal?
SBG
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Post by mglassma on Sept 5, 2012 11:01:22 GMT -5
I would venture that each major player involved has atleast 3-5 people in the know. I would imagine that Kodak has atleast 10 people in the know NOT including Lazard.
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Post by coxatdotnet on Sept 5, 2012 11:03:52 GMT -5
Matt, I tend to agree...and anyone else involved in the process is on an absolute need-to-know basis.
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