ALLIANT TECHSYSTEMS INC ATK

June 14, 2014 - 4:37pm EST by

member

						2014	2015
Price:		137.58		EPS		$6.56	$0.00
Shares Out. (in M):		32		P/E		11.1x	0.0x
Market Cap (in $M):		4,393		P/FCF		9.4x	0.0x
Net Debt (in $M):		1,837		EBIT		338	0
TEV (in $M):		6,230		TEV/EBIT		8.0x	0.0x

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 30 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
33	member 1/07/15 10:53AM Re: VSTO spin-off analyst presentation thoughts 32
Hi Jets fan - question on ammo... as you stated, it is obviously a consumable, but how do you think about a one time bump as paranoid people have stocked up? in other words, if i... login to read the rest view available tags
24	member 11/21/14 5:32PM Re: Re: worth a revisit? 23
Would you mind posting your F15/F16/F17 revenue/EBITDA/FCF estimates? We are getting closer to ~6x EBITDA and an ~11% yield which while cheap is a bit richer than you indicated. Thanks view available tags
14	member 7/07/14 7:26AM NICS vs. Adj-NICS? 13
Was wondering if there is a specific reason that you are using raw NICS data vs. NSSF-adjusted NICS data when talking about current trends? My understanding is that over the past couple of years the scope... login to read the rest view available tags
5	member 6/16/14 2:32PM RE: Margins 4
It's not that I'm not worried about peak margins. Of course I am and I see that as a risk. But the low valuation somewhat provides a margin of safety against this. My thesis on... login to read the rest view available tags
4	member 6/16/14 1:44PM Margins
Thanks for the interesting idea. Can you please give us more color as to why you are not worried about peak margins? I checked the Olin presentation and saw that 2013 EBITDA was $158 million... login to read the rest view available tags
3	member 6/16/14 10:45AM RE: Deal risk and ORBK? 1
Sorry for typing in wrong symbol. My bad. view available tags
1	member 6/16/14 10:04AM Deal risk and ORBK?
Since the premise of the trade is that the deal with ORBK happens (there is in fact no discussion of what happens to ATK shold the deal fall through), and since the deal is highly... login to read the rest view available tags

load more messages