CHICOS FAS INC CHS

July 29, 2010 - 7:04am EST by

member

						2010	2011
Price:		9.30		EPS		$0.78	$0.98
Shares Out. (in M):		178		P/E		12.0x	9.5x
Market Cap (in $M):		1,663		P/FCF		0.0x	0.0x
Net Debt (in $M):		-482		EBIT		203	270
TEV (in $M):		1,180		TEV/EBIT		5.8x	4.3x

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7	member 6/03/11 10:10AM Still following?
Stanley, Wondering if you're still involved/following this one and, if so, if you have any quick thoughts? zzz view available tags
6	member 3/04/10 5:37PM RE: JBS Incentives 4
Mathmatically it seems they're incented to talk PPC all the way down to zero. It reduces their IPO proceeds but who cares about that when they get the other 36% of PPC for free? Of... login to read the rest view available tags
5	member 3/03/10 5:03PM RE: RE: JBS Incentives 3
And just to be clear - possibly some of the confusion is b/c it wasn't clear enough in my memo that JBS can ONLY buy PPC after JBS USA has both gone public AND filed their... login to read the rest view available tags
4	member 3/03/10 4:44PM RE: RE: JBS Incentives 3
Charlie, cam, golince: While anything could happen, if 50%-75% of the JBS IPO value is PPC (the 64% PPC stake) I'm not sure how one both tries to raise as much money in your IPO - and... login to read the rest view available tags
3	member 3/03/10 11:38AM RE: JBS Incentives 1
I looked at Pilgrim's Pride while it was in bankruptcy but in my finite wisdom, I passed on the subsequent 50% run-up. My main concern back then was that the JBS exchange agreement gave JBS... login to read the rest view available tags
2	member 3/03/10 11:26AM RE: JBS Incentives 1
I passed in January for exactly this reason... I see incentives for JBS to talk down PPC and talk up their own stock and thus reduce the number of shares they need to issue. I... login to read the rest view available tags

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