Roughly half of Watsa’s BBRY purchases were made at “going out of business” prices in the $7.00-$8.00 dollar per share range, giving him gains of 20%-30% on those lots.  But his initial purchases back in 2010 were at an average cost over $50.00…making him down nearly 80% at current prices.



The current value of Watsa’s BlackBerry position is around $570 million.  His cost basis?  Nearly $900 million.

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FAIRFAX 的平均持仓成本在17刀一股，现在出价9刀私有化，这是在偷。 董事会不会同意的。

PREM WATSA 的用意有两个，用一个低价 抛砖引玉，引发竞购。 如果没有竞购， 那私有化后，大幅削减手机部门，光每年的BES 收入 一年就能让他的负债还清， 退市后 要么再拆分，要么再IPO，他相当于零成本私有化，然后重新套现。

 仍然BBRY 私有化应该在15附近。