More good news for Vivendi shareholders

More good news on the spin-off/asset sale front.

The articles go over spin-off and asset sale possibilities that Vivendi could do to unlock value.

The main thing I found interested is that they appear to be trying to sell or spin-off ATVI first which is what I think they should do, and what I stated in my article here.

I was surprised to see that they are thinking about selling SFR though.  They originally owned 66% of SFR and last year bought out the remaining 44% so that could be a quick show that buying the remaining portion was a mistake.

Whatever they decide to do, Vivendi will most likely unlock their missing value and the share should go up quite a bit higher after they make their decisions.

http://www.bloomberg.com/news/2012-06-29/vivendi-said-to-plan-sale-of-stake-in-activision-blizzard.html?cmpid=yhoo&source=email_rt_mc_body&ifp=0

http://in.reuters.com/article/2012/06/29/us-vivendi-assets-idINBRE85R17E20120629

Vivendi CEO to step down

The CEO of Vivendi is set to step down over disagreements with the board of directors on strategy.

http://www.reuters.com/article/2012/06/28/us-vivendi-idUSBRE85R0L720120628

The above article speculates that this could mean some kind of spin off or asset sale of Vivendi’s assets.  Here is my original article on Vivendi.

Check out some highlights below:

Vivendi: Extremely Undervalued, Long-Term Winner Could Unlock Value Through Spin-Off Or Asset Sale

 | About: Vivendi SA (VIVHY)
Jason Rivera
Deep Value, contrarian, nano-cap, micro-cap

Vivendi (OTCPK:VIVHY) combines the world leader in video games (Activision Blizzard), the world leader in music (Universal Music Group), the French leader in alternative telecommunications (SFR), the Morrocan leader in telecoms (Maroc Telecom), the leading alternative broadband operator in Brazil (GVT), and the French leader in pay-TV (Canal+ Group). The previous information was taken from its website. I will get to further descriptions of the subsidiaries later.

For a discussion of the unsponsored Vivendi ADR , versus the foreign listing of Vivendi (OTCPK:VIVEF), view the comments on this article.

Congratulations Supreme Court

Congratulations Supreme Court of the United States.

In the way you ruled and stated your judgement, it now appears that congress has the power to do ANYTHING they want as long as its called a tax.  Giant ramifacations for the future.

Oh and remember when Obama kept saying over and over again that this wasn’t a tax.

Alexander & Baldwin: Spin-Off Analysis And Valuations

Here is an article about ALEX detailing the upcoming spin off and the operations of the companies.

Here is my original article on ALEX as well for those who are interested.

Alexander & Baldwin: Spin-Off Analysis And Valuations

 | About: Alexander & (ALEX)
Jason Rivera
Deep Value, contrarian, nano-cap, micro-cap

Alexander & Baldwin (NYSE:ALEX) is a Hawaiian company that has operations in two very distinct businesses that are about to be spun off into two separate companiesAlexander and Baldwin after the spin is going to be a land owning, leasing, and building/office owning and leasing company with operations in Hawaii and California. Their subsidiary A&B Properties is also going to be spun into the new ALEX, which is the only reason I am even interested in this stock after my valuations, and we will get to that later. The Agribusiness subsidiary, a Hawaiian sugar and renewable energy company, is also going to be kept in the new ALEX.

Matson, which is going to be spun off from ALEX, is a transportation and shipping company with operations in Hawaii, Guam, China, and other islands in the Pacific Ocean.

Before I get to my analysis of the spin off here are my valuations of ALEX pre spin off.

ALEX asset valuation done on 5-19-2012. All numbers in millions of US dollars, except number of shares and price per share. Using 2011 10K and March 2012 10Q.