20 years of restarting life

Chapter 2577 Waiting for the opportunity

The top four major shareholders of BlackBerry are: Mike 13%, Jim 10%, Fairfax Financial (Fairfax Financial Holdings Co., Ltd. in Toronto, Canada) 8%, and Doug 5%, holding a total of 36%. shares.

The remaining 64% is broken down into different proportions and completely dispersed on the Nasdaq and Toronto stock markets.

The wireless information service used by BlackBerry's PAD and RIM mobile phones is different from other mobile phones and PAD wireless communication terminals in the world, which rely on the GSM channel.

But it is very niche, and the terminal is based on two narrowband data channels, DataTAC or Mobitex.

However, this network choice has its own characteristics of the times. In the past two years, the world's mobile phone and PAD industries have abandoned this narrowband data communication network channel and chosen the more advantageous GSM communication network channel.

Users of BlackBerry products now pay attention to the smoothness, security and confidentiality of their wireless consulting services, even though BlackBerry has realized that with the establishment of a large number of base stations, the GSM wireless information service communication network has more advantages.

However, it has formed a big tail that cannot be lost. They cannot stop the DataTAC or Mobitex services of products that have been sold in large quantities on the market and enable GSM channel services.

At least until now, there is no perfect solution or a reasonable transition plan, but in the long-term trend in the future, transformation will definitely be carried out.

So for BlackBerry, the world's financial investment capital is not optimistic about the future potential of this company.

After the stock price exploded to a range of more than 10 US dollars, those investment funds of a relatively large scale quickly made profits and left the market, and the stock price was basically supported by a large number of retail investors.

Currently, the only people holding more than 1% of the shares are Mike, Jim, and Doug, the three company veterans, and Fairfax, an insurance company that shoulders the responsibility and sentiment of supporting local companies.

If One Nano can attract 25% of the shares, then the stock price will rise to a price of over ten or even higher due to One Nano’s entry into the market and the large amount of funds it has attracted.

Only if Fairfax and Doug sell 13% of their shares, then One Nano's massive accumulation of funds will not siphon off a large amount of stocks held by retail investors in the market, causing a rapid rise in BlackBerry's stock price. Able to achieve its goals at low prices.

For One Nano, the most ideal form is to be able to attract 25% of the high-end line. However, Zhao Changan does not have high expectations, because only Mike, Jim, and Fairfax hold 31% of the shares.

Fairfax is Canada's largest insurance and financial management company with substantial assets under its name.

If you want to achieve and keep the stock price below $5, you can only start from another aspect and let Fairfax panic sell.

It is not easy to make it take the initiative to exit. However, since it is an insurance investment company that focuses on profit, although it also bears responsibilities and feelings, as a company, profit, survival and development are the first elements.

If within the next two months, Doug basically clears out of the market, or retains 1% or 2% of the shares.

Then the game becomes a collaboration between One Nano, Mike, Jim, and Fairfax.

Then there is the possibility of letting it take the initiative.

Although Zhao Changan hoped that he could convince Mike and Yinan to form a concerted effort, it was Jim's joining that enabled BlackBerry to escape the fate of being acquired and plundered at a low price, and it has developed rapidly to this day. Whether he can be convinced is an unknown suspense. .

If you want to attract this ratio, for one nanometer, it is very likely that it is far from what 5 to 6 billion RMB can do.

Now Doug has a strong desire to exit. It is said that he was selling stocks at $5.

Zhao Changan has been thinking about this matter since he returned to China from Toronto.

Although Ynami and BlackBerry are not happy this time, the door and window of negotiations between the two companies have not been completely closed.

Moreover, there are frequent emails between Zhao Changan and Mike. The two rarely talk about specific work and negotiations. They are more advocating and discussing the development trends and architectural models of bis and bes in the future of 'smartphone + PAD', and Talk about DataTAC and Mobitex services competing with GSM channel services in the future. Mike couldn't help but be surprised that he could meet Zhao Chang'an, a staunch believer with his own dedicated channel, on the other side of the ocean.

Even he himself is already wavering on this choice. He was originally planning to provide two optional modes on the next generation of new devices.

However, the problem is that BlackBerry's current sales data are not very good. The research and development of the next generation of smartphones and PADs has not really started yet. It is just that under the auspices of Mike, the next generation OS system has been developed.

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One Nano currently has three markets in North America: Toronto, Gotham City, and Irvine.

Not long ago, Zhao Changan borrowed 8 million RMB from the bank through the mortgage of Green Park Group's shares and gave it to the Gotham City branch.

It can be said that in the next more than two months, it will be difficult for Zhao Changan to withdraw a large amount of funds from One Nano domestic to the North American branch. This 8 million is the largest sum.

The funds in Toronto and Gotham City are now all in the hands of Meng Xuedong. In the past month, the value has increased from 27 billion to 29 billion RMB, a monthly increase of 7.4%.

This time, the Toronto branch will take away 4 million RMB to formally raise funds for BlackBerry in the early stage.

Zhao Changan pinned the remaining 25 billion on the Gotham City branch, hoping to turn the 9 billion into at least 25 billion or more before September comes.

This is not impossible for the Meng Xuedong team. Even a bold gamble of 500 billion is not a dream.

But the prerequisite is based on the fact that nine out of ten bets will result in losses, and even the losers will not be left with any underpants.

If Meng Xuedong follows Meng Xuedong's normal operating methods and makes risk-diversified investment bets, the global stock market is currently weak and volatile, and the possibility of turning this 9 billion into 25 billion before September is very low.

Because if you win, you lose. The advantage of risk-spreading bets is to share risks, but the disadvantage is also to share profits.

This depends on the overall operating level of the Meng Xuedong team, and a rough profit range can be derived.

You must know that as an investment company, if it can achieve a premium of more than 50% in one year without making radical and desperate operations, it is a very good investment company.

The change from 25 billion to 30 billion means that the premium growth is 20%, and the annual growth rate is about 120%, which is far more than the excellent standard of 50%.

It can be said that it is already quite excellent, but it cannot satisfy Zhao Changan's appetite and purpose at all.

But if Zhao Changan is involved, then 60 billion is definitely not a dream.

From the establishment of the Gotham City branch to the present, Zhao Changan has never really participated in the operation decision-making of the branch.

It’s not that he’s not participating, it’s that he’s biding his time.

Waiting for the time when the structure of the Gotham City branch is completely completed and the chain is running in is also waiting for the time before the few stocks he knows about rise sharply.

And now, apparently the time has come.