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#	AUTHOR DATE SUBJECT
5	member 2/09/18 9:24AM Re: Still following CLACW as CISN? Updated guidance today strong. 4
Started looking at this recently and also seems attractive to me. In fact, even if organic growth does poorer than expected and stays relatively flat, assuming nothing crazy happens with the multiple and that management doesn't... login to read the rest view available tags
4	member 1/29/18 6:02PM Still following CLACW as CISN? Updated guidance today strong.
Cision looks incredibly cheap even after today's move. I have it at 14x 2018 earnings and ~10.5 2018 EBITDA. Even cheaper on FCF basis as well. Using their 2018 estimates I calculate 2018 free cash... login to read the rest 2 view available tags
3	member 3/27/17 9:20AM Cap Structure
Thanks for the idea. Can you lay out what the PF cap structure looks like - eg. how many shares and warrants outstanding. Does your DCF factor in dilution from warrants? view available tags
2	member 3/26/17 8:24PM Due Diligence
Alum88, Have you had an opportunity to do due diligence? I realize that it has been only 7 days since CLAC III announced a deal but the quetstions below seem important to me. 1. Do customers... login to read the rest view available tags