AXALTA COATING SYSTEMS LTD AXTA

July 12, 2021 - 5:39pm EST by

member

						2021	2022
Price:		30.43		EPS		2.10	2.50
Shares Out. (in M):		235		P/E		14.5	12.3
Market Cap (in $M):		7,142		P/FCF		14	10
Net Debt (in $M):		2,593		EBIT		0	0
TEV (in $M):		9,735		TEV/EBIT		12.3	11

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10	member 4/14/04 6:00AM I have added
The company is on track to better than I thought where they would be on the gross margin line. They have plowed a lot of this money into sga, rd and legal. I think... login to read the rest view available tags
9	member 4/13/04 3:18PM bedrock -- still interested in
Bedrock, are you still interested in CTAC? Sounds like the company's guidance for 2004 implies they won't be on the run-rate of earnings you thought for a while -- does their guidance just push... login to read the rest view available tags
8	member 12/11/03 8:32AM sga
A lot of the sga ramp was to establish personel and proceedures for the bill. They will need it now that it passed. When I reduced sga in the first case it was... login to read the rest view available tags
7	member 12/09/03 3:03PM 800- contacts
two other ? You mention sga,rd and litigation annualized would result in savings of $37.8 mill. Litigation savings understandable but sga will still exist or what am i misunderstanding here? While a great opportunity appears view available tags
6	member 12/09/03 1:45PM kiss
I do not have an exact number, but i do know that last qtr they lost about 6mm in sales to doctors who refused to verify which is the difference between reported revenue and the... login to read the rest view available tags
5	member 12/09/03 1:41PM Answers
The insider selling is automatic, 1000 a week in the case of Coon, which is a pittance compared with the amount bought in the 10 range last year. One director I talk with though... login to read the rest view available tags
4	member 12/08/03 7:42PM forget insider selling
form 4's show 10b5 plans to sell on a regular basis small amounts with sellers still holding over 3 million shares. After speaking to mgmt agree this is a great idea. One question-what %... login to read the rest view available tags
3	member 12/08/03 2:26PM Once mkt opens up- becomes com
If it becomes commodity mkt- what would be 1800's competitive advantage? Couldnt anybody simply sell things on the web- customers would win, ODs would certainly lose- but isnt 1800 just a distributor that will not view available tags
1	member 12/08/03 10:44AM insider selling
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