Alkagen (aka Unifrax) FRAX 7.5% Note due 2029 a

September 21, 2023 - 10:11pm EST by

member

						2023	2024
Price:		52.00		EPS		0	0
Shares Out. (in M):		1		P/E		0	0
Market Cap (in $M):		1,250		P/FCF		0	0
Net Debt (in $M):		2,507		EBIT		0	0
TEV (in $M):		3,757		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
4	member 11/21/23 3:49PM Re: Re: Re: Question 3
300mm of cash ebitda is the bogey … absent SOFR hedges , 260mm interest and 30-40mm capex view available tags
3	member 11/21/23 9:55AM Re: Re: Question 2
I'm looking at the London conference deck from September. 7.3x EBITDA. They don't talk about what DSCR looks like if you take out maintenance capex. Suppose we can take their Adjusted EBITDA at face value; what view available tags
2	member 11/20/23 1:14PM Re: Question 1
Thanks for the note. COGS and SG&A are burden by depreciation + amortization + significant (at times) 1-time expenses. If you scrub out, gives you a cleaner picture, and the question is if there's a... login to read the rest view available tags

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