blackberry purchase?

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2 BIG REASONS CITADEL COULD HAVE MADE THE MOVE IT DID Why Buy BlackBerry Ltd?

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Post on 29-Jan-2015

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Why this hedge fund is buying shares of BlackBerry

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Page 1: BlackBerry Purchase?

2 BIG REASONS CITADEL COULD HAVE MADE THE

MOVE IT DID

Why Buy BlackBerry Ltd?

Page 2: BlackBerry Purchase?

Emerging Markets

The company is shifting its focus away from high-end smartphones in the U.S., and looking towards lower-priced phones in emerging markets.

Page 3: BlackBerry Purchase?

Emerging Markets

BlackBerry just came out with its new Z3 phone in Indonesia, a country which was once referred to as “BlackBerry Nation.”

At $190, the price point is much more affordable than its Z10, which ran nearly $750.

The performance of the Z3 abroad will be viewed as a bellwether for new CEO John Chen.

Page 4: BlackBerry Purchase?

Niche Markets That Need Security

BlackBerry’s greatest strength is its status as the premier provider of secure communications.

Page 5: BlackBerry Purchase?

Niche Security Markets

BlackBerry became the first company to receive Full Operational Capability rating to run on the Department of Defense and the U.S. Defense Information Systems Agency networks.

The company also made a recent investment in NantHealth, which could signal a move into secured communications for health care service providers.

Page 6: BlackBerry Purchase?

But Let’s Keep This In Perspective

BlackBerry could end up shifting its focus successfully into emerging markets and secure network niches, but the opportunity could also attract competition.

That’s probably why, even though it’s a $23 million stake, Citadel’s investment in the company accounts for only 0.03% of all of its investments

Page 7: BlackBerry Purchase?

The Secret Winner of the Smartphone Conversion

Everyone knows the big names when it comes to smartphones, but that’s the problem. The stocks of these companies are already richly valued.

But our analysts have discovered a technology company that’ll revolutionize how smartphones work, and not many people know about it.

You can get the name in our special free report:

The Biggest Thing to Come Out of Silicon Valley in Years