External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Barnes & Noble Education / Equity Bottom-Up

<ul><li>BNED's trading price reflects potential turnaround in profitability, reduced financing risks, and potential for acquisition</li><li>Past disappointments with FDC offering and capital structure reshuffling have affected shareholder confidence</li><li>However, current low leverage and growth in profitability make BNED a potentially attractive long-term investment opportunity</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

BNED's trading price reflects potential turnaround in profitability, reduced financing risks, and potential for acquisitionPast disappointments with FDC offering and capital structure reshuffling have affected shareholder confidenceHowever, current low leverage and growth in profitability make BNED a potentially attractive long-term investment opportunityThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

BARNES & NOBLE EDUCATION INC (BNED) - Thursday, May 9, 2024

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Hamed Khorsand

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BWS Financial Inc

BWS provides independent stock specific research focused on companies with distinct value that are going through a special situation where there is a tangible catalyst not priced in. The catalyst can be anything from new product, restructuring, M&A, management change, change in business strategy, etc. BWS’s focus is to understand the change and evaluate the potential return for investors.

BWS utilizes a self formed proprietary approach in discovering stocks by putting great emphasis on deep research. BWS does generate short recommendations following a similar criteria.

<ul>
<li>Immersion (IMMR) announced it had renewed its patent license agreement with Samsung Electronics removing the biggest risk overhang of 2024</li>
<li>Samsung has been IMMR’s largest customer at one point representing more than 60 percent of revenue. In the most recent 10K filing, IMMR describes Samsung as a significant customer</li>
<li>We assume there was a step down in the rate Samsung pays, since this is usually the norm with technology companies and IP deals</li>
</ul>


Immersion (IMMR) announced it had renewed its patent license agreement with Samsung Electronics removing the biggest risk overhang of 2024
Samsung has been IMMR’s largest customer at one point representing more than 60 percent of revenue. In the most recent 10K filing, IMMR describes Samsung as a significant customer
We assume there was a step down in the rate Samsung pays, since this is usually the norm with technology companies and IP deals


United States

Barnes & Noble Education, Inc. operates as a campus bookstore. The Company offers study guides, digital textbooks, new and used text books, and course materials for academic institutions. Barnes & Noble Education serves students in the United States.

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Barnes & Noble Education (BNED US)

BARNES & NOBLE EDUCATION INC (BNED) - Thursday, May 9, 2024

We believe the stock is worth at least twice the current average price assuming all 16 purchase rights per share are exercised. Expectations for...

Value Investors Club

IMMR: Biggest Risk Overhang Removed

IMMR renewing its patent agreement with Samsung Electronics, its largest customer. We assume there is a step down in the per unit rate Samsung...

BWS Financial Inc

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