Valuation ****
***********, ****** ********** ****** **** ** ** ****** at * $*.* ******* *********:
**** ** ****** ******* ********** ***** of $*.* *******, ****** ** *********** to **** ******** ** $*.* ******* for ****** **** ***** *** ******** EBITDA ** $*** *******, ******** ** Adjusted ****** ******** ** ************* **.**.
***, **** *** **** ******* ** just $*.* ******* ** * ************* lower ********,**********:
*** ********* ******* *** ******* ********** value ** ****** ** ************* $*.* billion, ******** ** ********* **** ******** EBITDA ******** ** ************* *.***
**** ** * **.*% **** ** valuation ** * ******.
Debt ***
********, **** ********* ***** ** *** debt *************:
*** ***** *** ******** ******* **** 5.2x ** *.** *** */**/**** ******** Adjusted ******, **** ************* *** *** proceeds ******** ** ** **** ** repay ****, ******** ** *********** ** Mosaic’s ****** ************.
**** ********* *** ****** * ******** as **** **** ****** ******* ******* fear ***** *********** ** **** *****. Originally, ** *********, *** **** *** to ****** ******** ** *.** *** now ** **** ** **** ******* to ***** *.
*******, *** ********* ******* ***** ** move ******** ** ******* ******, ****** reflecting ******* ****** ******** ***** **** levels.
Residential *****
***** ** ********* ********** ***** *** the *********** ******. *** *******, ********* banker**** **** ****** *** '*** ******** models', ****** *** '*** ** *******', companies **** ***, ****** **** ******** and ******. *** ******* *** ********** becoming **** ********* ** ******** ** lend, **** ********* *******'* **** ****** ****** ** the *********** ******'.
Vivint **** ***
****** *** ******** **** *** **** aggressive ***** ******* ******* **** * new ********** ** '***** ****' ********* but ** *** *****. ***** ***** customer ************ **** *** *******, ** still ***** **** **** $*,*** ** acquire * ******** *** ***** ***** rates **** **** ******** ******** ***** the ********* ** **** **** **.*% to **.*%, ******** ** **** **********.
** *** **** ******, ****** *** driven *** ******* ** **** ** door ***** *** *** *** ******** is *** ******* **** ***** *** its ********* **** '*****' ****' *** outpace *** ******* ********* ** *********** tech *********.

Comments (10)
Undisclosed Manufacturer #1
I received an offer from OOMA for low cost alarm monitoring, similar to Ring.
I have an offer from Linksys to test a new “motion detection alarm” using the access points. (yeah, kinda strange) What if Alexa used AI to monitor for strange sounds and allowed you to arm/disarm through voice recognition? She’s already an eavesdropper!
I don’t think the “Custom Home” guys have to worry about valuations, but I don’t think there’s much loyalty in average residential and so much DYI with professional monitoring self service at a discount.
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Undisclosed End User #3
They should concentrate on their WISP and Solar disciplines for future sustainability
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Undisclosed Integrator #4
I spoke to one of my friends at Vivint, he's been there for many years and has a very large team under him. He tells me it's time to get out of Vivint. It doesn't sound good for the company. He says without this deal Vivint is SOL.
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Undisclosed #6
what role does the ESA play in all this?
for years they have preached RMR with seemingly-religious ferocity every ESX.
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John Honovich
Vivint has announced the merger is now complete. The stock starts trading on the NYSE next Tuesday, will be interesting to see if it materially increases or decreases in valuation than.
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John Honovich
Update: Vivint has now started trading and it's up ~15% this week:
Google lists the market capitalization at just "354.66M", I assume that's a mistake. Anyone have any insights into that?
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J. M.
Hi! Does anyone have any clue on Vivint's share price increase of ~50% on yesterday session? Will appreciate any information on it. Many thanks!
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