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Banca I.F.I.S Spa BNCIF

Banca Ifis is an independent banking group specializing in the collection of trade receivables, non-performing loans, and tax receivables. The group's credit is exposed mostly to Italy and other European nations. Its trade receivables segment focuses on growing trade finance loans and providing liquidity to Italian small and medium-sized enterprises. Approximately one-third of its loan portfolio is from government and public administration, whereas two-thirds are from the private sector. The gro


GREY:BNCIF - Post by User

Comment by newsimon1707on Jun 29, 2017 9:38am
76 Views
Post# 26418436

RE:RE:17Digger - for you... I want your opinion...

RE:RE:17Digger - for you... I want your opinion...17Digger, check your inbox.

I am glad you are starting to look clear here... I will adjust a bit once again what you wrote.

MC of the new company according to FCC's CEO:  120 million.
CO1
% of ownership of the new company, 53%X120 million = 63,6 million $ market cap in the new company. 
Current value of the company, they have 566 millions shares, average price of ,115$ in the last few days (but it closed at 0,13$ yesterday just before the close)... gives you 65,09 million market cap

So nobody's jumping on CO1 because it's the equivalent value you will receive... so you like or not the new story, it's your choice..

FCC
% of ownership of the new company, 36%X120 million = 43,2 million $ market cap in the new company. 
Current value of the company, they have 56,7 millions shares, the price before the merger news (this is the price that should be use for all valuation, or else you are giving value to the company that receices, and taking out some value to the company that goes in...) so 29,5 million market cap before the deal is announce... but let's even use the market cap after the news (which is in big disfavor of CSK... so I assume we shouldn't get even less value for our shares giving I am using a boost value here!... so let's even use 0,76$ for FCC...gives you a 43 million market cap...


CSK
% of ownership of the new company, 11%X120 million = 13,2million $ market cap in the new company. 
Current value of the company, they have 86 millions shares, X 0,20$...gives you a 17,2 million market cap... that is not a value to argue on! It's what they are paying us! So even if we are trading at 0,05$... our market cap used should be 17,2 million.

And strangely, 13,2 million in the new company divided by 86 million shares....0,153$ per shares... and we are trading between 0,14-0,145$... a normal discount compare to 0,153$

My question is... whey is everybody right on the money regarding their current market cap... but not CSK?  Means, they will dillute us more then what we should... plain and simple...

Like you said, markets don't lie...

If Mr Market wouldn't like the deal, COBALT ONE should be trading at a 30% discount like we are experiencing right now... why 2 companies that are gonna join the same company after the merger aren't showing the same action or discount on their SP? It's because, they won't have the equal value they should in the new company... so CSK is getting 30% less then what it is supposed to get... and this is if you take FCC pump market cap value..




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