第2577章 静待时机
blackberry现在排在前四的大股东分别是,迈克13%,吉姆10%,FairfaxFinancial8%,道格5%,合计持有36%的股份。</P>
余下64%,则是拆解成不同比例形态,完全分散在纳斯达克和多伦多股市上面。</P>
blackberry的pAd和RIm手机使用的无线资讯服务,其特点就是有别于世界其他手机和pAd无线通信终端,所依赖的GSm信道。</P>
而是非常小众,终端基于datatAc或者mobitex两种窄带数据信道。</P>
不过这种网络选择有着其本身的时代性,在最近两年跟进的世界手机和pAd产业,都抛弃了这种窄带数据通信网络信道,而是选择了更具优势的GSm通信网络信道。</P>
现在使用blackberry产品的用户,注重其无线咨询服务的流畅,安全和保密性,即使blackberry已经意识到了随着大量基站的建立,GSm无线资讯服务通信网络更具优势。</P>
不过已经形成了尾大不掉,他们总不能停止市面上已经大量销售的产品的datatAc或者mobitex服务,启用GSm信道服务。</P>
至少到现在还看不到完美解决或者是过渡的合理方案,不过在未来长远趋势里,肯定是要进行转换。</P>
所以对于blackberry,世界上的金融投资资本并不看好这家企业的未来潜力。</P>
把股价爆炒到10美元以上区间以后,那些稍具规模的投资资金都是迅速获利离场,股价基本上靠着大量的散户支撑。</P>
目前持股超过1%的也只有迈克,吉姆,道格,这三个公司元老,以及费尔法克斯这个肩负着扶持本土企业重任和情怀的保险公司。</P>
现在道格已经有着很强烈的退出欲望,据闻他在5美元的时候就在抛售股票。</P>
赵长安虽然希望于能够说服迈克和一纳米组成一致行动人,然而正是吉姆的加盟使得blackberry当年摆脱了被低价收购掠夺的命运,并且高速发展至今,能不能说服,本身就是一个未知的悬念。</P>
如果在未来两个月以内,道格基本清空离场,或者保留1%,2%的股份。</P>
那么博弈就变成了一纳米,迈克,吉姆,费尔法克斯,四家之间的合纵连横。</P>
对于一纳米来说,最理想的形态就是能够吸筹到25%的高位线,然而赵长安却并不报以太大的期望值,因为只是迈克,吉姆,费尔法克斯就持股31%。</P>
假如一纳米能吸筹到25%,那么股价还不知道因为一纳米的进场大量吸筹,将会攀升到十几甚至更高的价格。</P>
想要吸筹到这个比例,对于一纳米来说,很有可能远不是五六十亿rmb就能做到的事情。</P>
如果想要达到,而且把股票价格按死在5美元以下,只能从另一个方面着手,让费尔法克斯恐慌抛售。</P>
只有费尔法克斯和道格这13%的股份进行抛售,那么一纳米的大量吸筹才不会对市场内那些散户手里持有的股票进行大量虹吸,从而引起blackberry股价的快速上涨,能够低价实现其目标。</P>
费尔法克斯是加拿大本土最大的保险理财类公司,名下资产丰厚。</P>
想要让它主动出局也并非易事,不过既然是一家以盈利为主的保险类投资公司,虽然也担负着责任和情怀,可作为企业,利润和生存发展才是第一要素。</P>
那么就有着让它主动出局的可能性。</P>
自从从多伦多回到国内以后,赵长安一直都在思考这件事情。</P>
虽然这次一纳米和blackberry闹得并不愉快,不过两家之间的谈判门窗却一直都没有完全关闭。</P>
而且赵长安和迈克之间的邮件往来很频繁,两人很少说具体工作和谈判的事情,更多的是在倡讨未来‘智能手机+pAd’bis和bes的发展趋势和架构模型,以及谈论datatAc和mobitex服务,在未来和GSm信道服务竞争的问题。</P>
对于能在大洋彼岸遇到赵长安这么一个坚定的‘有自己的专用信道’的信徒,不禁让迈克感到诧异。</P>
甚至他自己都已经在动摇这个选择,原本是准备在下一代的新设备上面提供两种可选择的模式。</P>
不过问题是现在blackberry的销售数据并不是很好,在对下一代的智能手机和pAd的研发,还没有真正启动,只是在迈克的主持下一直都在研发下一代的oS系统。</P>
——</P>
现在一纳米在北美市场有三块,多伦多,哥谭市,尔湾。</P>
在不久前赵长安通过对绿园集团股份的抵押,从银行贷款出来8亿rmb,给了哥谭市分公司。</P>
可以说,赵长安在下面两个多月的时间里,已经很难再从一纳米国内抽取大量的资金给北美分公司,这8亿是最大的一笔。</P>
多伦多和哥谭市的资金现在全部掌握在蒙学栋手里,在这近一个月的时间里从27亿增值到了29亿rmb,7.4%的月增值。</P>
这次多伦多分公司,将会拿走4亿rmb,对blackberry进行前期的正式吸筹。</P>
而余下25亿,赵长安都寄托在哥谭市分公司身上,希望能够在9月来临之前,把这25亿至少翻成60亿甚至更多。</P>
这一点对于蒙学栋团队来说,也不是没有可能,大胆的豪赌,就是500亿都不是梦。</P>
可前提条件是建立在十赌九输,输的裤衩都不剩的基础上。</P>
假如按照蒙学栋的常规操作方式,进行分散风险的投资下注,现在全球股市疲软震荡,在9月之前能把这25亿变成30亿的可能性都很低。</P>
因为有赢就有输,分散风险下注的好处就是分摊风险,可劣势也是分摊收益。</P>
这就要看蒙学栋团队的整体操作水平,可以得出一个大致的盈利区间。</P>
要知道作为一家投资公司,在不激进和孤注一掷的操作下,一年下来能够有50%以上的溢价,就是一家非常优秀的投资公司。</P>
而25亿变30亿,等于溢价增长是20%,年增长率大约120%,远超过50%的优秀达标成绩。</P>
可以说已经是相当的优秀,然而却根本满足不了赵长安的胃口和目的。</P>
不过这里面假如有赵长安的参与,那么60亿绝对不是梦。</P>
从哥谭市分公司建立到现在,赵长安至此至终都没有真正参与过一次分公司的操作决策。</P>
不是他不参与,而是他在等待时机。</P>
等待哥谭市分公司架构完全完成,链条也磨合完毕的时机,也是在等待着他所知道的那几支股票大涨前的时机。</P>
而现在,显然时机已经成熟。
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