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AUTHOR
DATE
SUBJECT
14
member
9/28/22 3:16PM
Update?
Curious if anyone is still following this situation. To me it looks like the stock is down on a combo of:
1) Elevated leverage, with 30% floating rate exposure
2) HF ownership screens highly
3) Some non-residential construction... login to read the rest
I think it is backed out per page S-29 showing the carve-out financials. They back out "Non-Service pension income" from Adj EBITDA. Don't have 3/31/21 LTMs in here, but 6/30/21 LTMs have $214mm of unadjusted... login to read the rest
I was on a group call with them an hour or so ago. Martin was asked about what has changed / why they are doing the issuance now. His response was that nothing has changed... login to read the rest
I am long APG as well and think this is way too cheap of a company for what it is and what it can become with successful integration of the Chubb acquisition. If this works... login to read the rest
Not my write-up, but still following from my previous write-up from late 2019. We think this is a great acquisition for APG.
Increases exposure to key Life Safety Services business (doubles it)
Enhances the recurring revenue from... login to read the rest
This is just my opinion, but yes, the promote does cause some dilution, but it does create a structure where Martin and his team are very, very well aligned with shareholders (given Martin will get... login to read the rest
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