I posted this on another Motley Fool board, but it fits here too, as it is in regards to Ubiquiti.
I wonder if part of Pera’s grand plan isn’t to eventually re-purchase all the outstanding shares he doesn’t own and take UBNT private.
With a float in the ballpark of 20,000,000 shares that he doesn’t own (maybe more like 21M), that would “only” be about $1.2-1.3 billion at current share prices, which would be about what the profits/earnings for UBNT should be between 2018 and 2022 (if not a slightly shorter timeframe).
Based on that, I could envision Pera planning to take UBNT private again maybe as early as 2020 or 2021.
Actually, if the right deal was put together, I almost wouldn’t be shocked if Pera took UBNT private again at almost any given time.