IMMR Immersion Corp Loading...

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04:48
Mar 18
u/Virtual_Seaweed7130 Reddit r/ValueInvesting
IMMR's $200M market cap includes $100M of BNED stock, $90M cash, $64M bonds, and $45M other securities. Shorting BNED against a long IMMR position isolates the remaining assets at a 50% discount to tangible book. You get ~$300M of book value and $20-40M in royalty income for a $200M valuation. Value trap if management misallocates the cash/assets.
IMMR
HIGH

About IMMR Analyst Coverage

Buzzberg tracks IMMR (Immersion Corp) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade ideas tracked. Latest voices: u/Virtual_Seaweed7130.