ALLEGHANY CORP Y

May 27, 2009 - 3:36pm EST by

member

						2009	2010
Price:		215.00		EPS		$11.82	N/A
Shares Out. (in M):		1		P/E		21.7x	N/A
Market Cap (in $M):		243		P/FCF		10.1x	N/A
Net Debt (in $M):		0		EBIT		62	0
TEV (in $M):		2,400		TEV/EBIT		38.7x	N/A

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#	AUTHOR DATE SUBJECT
14	member 12/01/23 7:25AM Update?
Hi Houdini, are you still following the stock, any updated thoughts. With MSM now normalizing and consensus now looking for Big Blue Bubble sales of around SEK 400m or 30% above 2022, do you think there view available tags
13	member 7/18/23 5:21PM Re: model 12
roojoo, Our understanding is that there was no revenue associated with Antimatter's opex as the group has been working on developing new games. We are therefore expecting a 50M SEK EBIT improvement to results in FY24. We... login to read the rest 1 view available tags
10	member 5/25/23 7:07AM Re: Embracer 9
I started looking at it given the huge drop in share price. I think it warrants a writeup as the situation is particularly interesting. I agree it's hard to get clear underlying numbers but I... login to read the rest view available tags
8	member 2/20/23 1:24PM Entire Board, Executive Team, and IR just purchased stock in the open market
Have you ever seen an entire executive team, Board, and IR buy stock in a company after an earnings release? Moreover, was that business trading at ~3x run-rate EBITDA? Really powerful vote of confidence from... login to read the rest view available tags
7	member 2/17/23 3:02PM Re: Re: EG7 update post qtr-- buying opp. 6
The biz has valuable IP, an incentivized mgt team, clean balance sheet, and trades at ~3x EBITDA now. I highly suspect they will either get bought out or relist on a better exchange-- in either... login to read the rest -1 view available tags
5	member 2/17/23 2:17PM EG7 update post qtr-- buying opp.
EG7 reported strong Q4 results today (45% EBITDA beat vs consensus) that were largely in line with our base estimates. Against such a strong beat, we are very surprised the stock is down ~20% on the... login to read the rest 3 view available tags
2	member 12/28/22 10:42AM Re: rev and engagement metrics 1
Dynamicmoats, Sensor Tower's top grossing category indicates which apps they think are making the most $ on a daily basis. The Zynga games we comp to on Sensor Tower for Top Grossing games are the ones... login to read the rest 2 view available tags

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