NEULION, INC. T.NLN

Neulion Price Target of $12.00???

[Moneyman777]

I am shocked that there isn't more buzz around this company! Lets do the math guys. 1 billion for 33% of competitor BAMtech? Neulion trades at only 200 million. The valuation difference is mind blowing! I think of Neulion as the better of the two companies, yet Dinesy has gone into the market and said that an almost identical business is worth 12x more than what Neulion is currently trading at?

Neulion's business is a steal and like no other, another company such as netflix or Time Warner is going to make a run at it.

[SGGold]

I have to agree. There is a ton of value here. What they do is the future for content distribution - no debate about it.

[ocean112]

MLBAM was sold at 3.5 times revenue (they have 10x more revenue than Neulion)...at 3.5 revenue, assuming NLN closes year at $100M = $350M US or 465M canadian.  At 283M shares outstanding - fair value for Neulion is $1.64 per share - or 65% upside from here...so $12 is a bit of a stretch - but crazy not to get in at these levels - company has no debt - $30M in cash - and growing.

[lscfa]

Cantor report July 20, 2016:....... We are maintaining a BUY recommendation and our C$2.15 TP. NLN currently trades at a C2016 EV/Sales of 1.5x and EV/EBITDA of 6.2x vs its Global IPTV/Video Content comparables at an average of 2.1x and 11.0x, respectively. A recent Bloomberg report noted that Disney (the owner of ESPN and ABC) had agreed to acquire a 33% stake in the video-streaming unit of MLB

[Moneyman777]

I havn't even been able to find confirmed revenue numbers for MLBAM, someone else in an article thought they were at 15.5x revenue. Where did you find it was at 3.5x? And this bodes another question, if Neulion has 1.5x to 2.0x more in major league sports partners as a total then how did MLBAM generate 10x revenue to Neulion with just MLB, WWE, NHL (which we know the revenue numbers for), PGA,

[Trooperhobo]

Forbes quoted Disney/MLBAM purchase at 10X revenue which would value NLN at $3.30

[ocean112]

At the 2016 Re/code summit, Bob Bowman, the CEO of MLBAM, said he expects revenue of $1.2 billion to $1.3 billion during 2016 ........

[kynarr]

That's MLBAM as a whole though, not BAMTech.