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BlackBerry Ltd T.BB

Alternate Symbol(s):  BB

BlackBerry Limited is a Canada-based company, which provides intelligent security software and services to enterprises and governments worldwide. The Company leverages artificial intelligence (AI) and machine learning to deliver solutions in the areas of cybersecurity, safety, and data privacy and specializes in the areas of endpoint management, endpoint security, encryption, and embedded systems. It operates in three segments: Cybersecurity, IoT, and Licensing and Other. Cybersecurity consists of BlackBerry UEM and Cylance cybersecurity solutions (collectively, BlackBerry Spark), BlackBerry AtHo, and BlackBerry SecuSUITE. The Company’s endpoint management platform includes BlackBerry UEM, BlackBerry Dynamics, and BlackBerry Workspaces solutions. The IoT consists of BlackBerry QNX, BlackBerry Certicom, BlackBerry Radar, BlackBerry IVY and other Internet of things (IoT) applications. Licensing and Other consists of the Company’s intellectual property arrangements and settlement award.


TSX:BB - Post by User

Post by AlwaysLong683on May 02, 2023 8:14am
200 Views
Post# 35424545

Motive for Strategic Review....?

Motive for Strategic Review....?Quote from the BB press release dated May 1, 2023:

"BlackBerry Limited......today announced that the BlackBerry Board of Directors will initiate a review of its portfolio of businesses."

Thus, it appears the the review may result in the entire company being sold vs. just one or more divisions vs. maintaining the status quo.

Question is, why, and why now? 

Is it because:

a) BB wants to give a short-term boost to its share price by making it appear as if the company is significantly undervalued in its current state? Given a recession may be in the cards for H2 2023 in Canada, the USA, and elsewhere, the rest of 2023 (and beyond?) may not be looking so great in terms of share price appreciation.

b) BB's BOD and top management figures truly believe it is significantly undervalued and wants to see how much it can get for any particular division or for the company as a whole?

c) Other?

The pool of potential suitors may be limited given the GOC may veto a deal with a company / in a country it or the USA believe is a potential security threat.

Will be interesting to see how things transpire.

 
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