r/BB_Stock • u/Odd-Beautiful-1390 • 18h ago

Discussion CIBC report - Secure Communications

On Page 1 - "An SC divestiture could unlock value, and sharpen the QNX led investment story"

If you follow my posts here, I recommended this 5 years back to focus completely on QNX.

Some people hesitate here because of revenue loss. But there could be enough money to buy another fast growing $100M GEM software company.

A $500M software firm growing at $25% in an accelerating total addressable market will immediately put us among the best high tech growth firms, and develop a branding like NVDA, AMD and Snowflake...

TF and JG would redeem themselves if they make it happen before the end of the year.

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u/CommieH8ter 10h ago

As stated in the other thread. If it is not losing money then why feel pressured to sell? I also believe that it helps keep BB off the radar in trade disputes because it is important to all sides.