RE:RE:If you are a rational investor - Stockvesting wrote: Ocean112,
I agree with your assesments. 2016/2017 I think the stock will rebound. I'm trying to see when the best time is to get in though. I'm going to wait until tomorrows announcement.
What do you think their going to do with the Divvy tomorrow?
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It depends.
a) If they don't sell NATO - 50% is probable. I don't think this is the case since we're 3 months into the negotitiation process which tells me the parties are finalizing terms of the agreement.
b) If you think CUS has waited 3 months to negotiate a price of $100M for NATO - they will cut the dividend by 70% or eliminate the dividend. If they sell NATO for $100M - shareholders will not be pleased with Doug's negotiating skills (an 80% discount on NATO is just not logical)
c) If they are negotiating between $350M to $450M - a small to no dividend cut would be in order. This is the likley scenario in my books (since I'm sure they would have called off the negotiations weeks ago if bidders were not in the ball park).
d) They are negotiating for higher than $450M close to cost. No cut in dividend - MASSIVE price spike from today's prices.
I'm the c) trending d) camp. The market is in the b) trending a) camp.