BlackBerry Ltd T.BB

The highlight

[shenty46]

The highlight of todays conference was that they say they are going to get massive valuation of their IOT business than we are today, i think we may get a squeeze on it some time in next few months

[homer111]

please point out the part where they said they are going to get 'massive valuation' whne they split IOT from cyber - I'll wait..you can be positive all you want (and there lots of positives going forward) but you don't need to exagerate what they said....or claim that BB should be worth $30 currently when it clearly should not (i'd love it but it's just not true).

[shenty46]

John Giamatteo - CEO BlackBerry @ 26th Annual Needham Growth Conference Also ... "If you looked at our cyber and you valued it at a reasonable cyber security company level it'd be significantly higher than what we are today." "If you looked at the IOT and the robust ecosystem we built there, and you valued that simply on

[nellybb]

https://youtu.be/PWMgxctujmk?si=0mpdU9su7Q2KDg7R

[Joey67]

Great statements but not backed up with any actual metrics. Was this a financial update or a product update? Sounded like they were talking products but no mention of actual sales and when they will occur. Only time they mentioned dollars was to talk about cutting costs. Disappointing update as nothing for a potential investor. Investors want to see growth charts, profits and sales. None of that

[Joey67]

On the plus side JG was clear and was easy to understand. 

[homer111]

my apologies shenty46 - i made my comment after reading most of the transcript and not seing these comments (I didn't get to the Q&A portion of the transcript where the CEO mentions this). i'll owe you a beer when the stock finally takes off....

[Joey67]

IOT is undervalued due to the fact that this management team has zero credibility. Like it or not nobody trusts them.  How do you give a investor update with no metrics? Cyber is valued where it should be. They are the only cyber company on the planet with declining revenues. They are not even flat they decline 25% a quarter.  Why would anyone value a company whose revenues are in