BAYER AG BAYN

April 16, 2019 - 8:22pm EST by

member

						2019	2020
Price:		62.21		EPS		0	7.8
Shares Out. (in M):		934		P/E		0	8.0
Market Cap (in $M):		58,104		P/FCF		0	0
Net Debt (in $M):		36,220		EBIT		0	0
TEV (in $M):		94,324		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
8	member 10/02/24 11:55PM Re: Thanks 7
Coincidentally following my reply yesterday, a broker posted the following missive: Regarding Okamoto Machine Tool, aside from the name I don't believe the two companies have anything in common and I have never looked at it. ... login to read the rest 1 view available tags
6	member 10/01/24 5:00PM Re: Still involved? 5
Yes on both accounts. I have it at ~2.5x trailing EV/EBIT capitalizing the below the EBIT line rent at a 7.0% cap rate. The consumer business that was the focus of the write-up generated Y9.8bn... login to read the rest view available tags
4	member 8/10/21 4:44PM Re: Re: Re: First and last update 3
Owner is 71, not 70, but alas grandson went to law school in Japan not US. 1 view available tags
3	member 8/10/21 3:56PM Re: Re: First and last update 2
I also found it a very nice write up. Its just that value investing without a clear catalyst has never worked out for me in Japan. If you tell me the onwner is 70 and view available tags
2	member 8/10/21 11:39AM Re: First and last update 1
Very interesting company. Keep the updates coming. Thanks! 1 view available tags
1	member 7/16/21 2:26PM First and last update
I will go radio silent after this post given there seems to be no interest in the name. My parting thought is that the following comment from a Credit Suisse note published earlier today does not read like... login to read the rest 2 view available tags

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