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#	AUTHOR DATE SUBJECT
25	member 1/09/18 5:57PM Re: Re: Author Exit Recommendation 24
This is certainly one of the weirdest outcomes ever on VIC. From the point of view of changing names/business plans, the crypto thing is definitely in year 2000 territory.. 5 view available tags
20	member 3/14/16 11:07AM Re: Re: Re: Re: Thoughts 19
Gotcha yes I was referring to what the software they are selling really is. Is it software that just makes their products work and its broken out or something else. -1 view available tags
18	member 3/14/16 10:52AM Re: Re: Thoughts 17
Good deal appreciate the thoughts. How should we think about the software...I'd expect solid margins...what is it exactly? -1 view available tags
16	member 3/13/16 4:06PM Thoughts
Hi Enterprising, Never thought we'd spent a weekend thinking about Kodak so here's to a solid write-up on your part. As we went through the presentation, transcript filings and your write-up the one thing that stuck... login to read the rest view available tags
15	member 1/07/16 1:44PM Re: Re: Thoughts on bear case? 14
Thanks, appreciate the feedback/thoughts. view available tags
13	member 1/07/16 10:31AM Thoughts on bear case?
http://seekingalpha.com/article/3779456-kodak-melting-ice-cube-with-no-growth-and-hidden-liabilities-offers-substantial-downside view available tags
12	member 11/15/15 1:52PM Re: Re: Re: Re: Re: Re: Debt covenants 11
I think you're right, laziness on my part doing an annual, I'll give myself a thumbs down. I went back and reconstructed it quarterly and got to your 230ish number. Given how sensitive it was... login to read the rest 1 view available tags
9	member 11/04/15 8:40AM Re: Re: Re: Debt covenants 6
Just to clarify, when you say KODK could sell packaging are you talking about Flexcell NV? view available tags
8	member 11/03/15 7:38PM Blackstone Purchase
177k shares, also on 10/30, in some ways nicer to see than Clarke. view available tags
3	member 10/26/15 9:51AM Re: Re: Analyst Day / 2016 guid 2
Here's what I was able to dig up on the Carestream earnout. Once Onex's IRR exceeds 25% they get 25% of the proceeds, up to $200m. Going back through Onex's filings, I can see that they... login to read the rest -1 view available tags

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			2013	2014
Price:	55.45	EPS	$3.07	$4.18
Shares Out. (in M):	240	P/E	18.1x	13.3x
Market Cap (in $M):	13,297	P/FCF	33.0x	16.0x
Net Debt (in $M):	1,817	EBIT	1,173	1,452
TEV (in $M):	15,114	TEV/EBIT	12.8x	10.4x

Description

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