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Mordechai Yavneh on Silicon Motion $SIMO
Yet Another Value Podcast
Samir Blocks the Merger
Samir is going to get $160 million in break fee for max linear. That's about $120 tax adjusted. They've got 250 million in cash on their balance sheet. You have to think they'll probably generate a little bit more. Even if the bills turn down in the near term, they'll generate more cash.
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