CIMPRESS PLC CMPR - 7% Note

February 10, 2023 - 3:27pm EST by

member

						2023	2024
Price:		70.00		EPS		0	0
Shares Out. (in M):		26		P/E		0	0
Market Cap (in $M):		38		P/FCF		0	0
Net Debt (in $M):		983		EBIT		0	0
TEV (in $M):		2,476		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
14	member 1/27/24 12:26PM Re: Re: Re: Re: Re: Re: Updated thoughts 13
Thanks, makes sense all around. Like the set-up quite a bit as well particularly as think lenders in the new 12 percent note are effectively providing a bridge to a deleveraging event. Seeing more of... login to read the rest 1 view available tags
12	member 1/25/24 10:56AM Re: Re: Re: Re: Updated thoughts 11
Thanks for ongoing perspectives on this one. Mid-Nov refinancing of 2025 maturity provides additional runway ... assume mgmt continues to have their eye focused on strategic alternatives. Curious if any additional thoughts? 1 view available tags
10	member 11/07/23 10:03AM Re: Re: Updated thoughts 9
Thanks for your thoughts, I'm good w/ that dynamic. So let's assume downside case is -6 / unit or sub-14 / unit outcome (i.e. refi and nothing else scenario) and prob weight that at 25%? (maybe... login to read the rest view available tags
8	member 11/06/23 1:41PM Updated thoughts
Offtherun, curious if you can offer your latest thoughts on this situation ... Not to bias the witness, but I like the set-up quite a bit, particularly even more so post the early Oct operational +... login to read the rest 1 view available tags
7	member 7/12/23 3:05PM Re: Re: update 2
Hi offtherun, Are you still following this name? If so, any catalyst that you see? The FCF generation in the last two quarters has aligned with Management's guidance, but my concern is the continued unfilled volume... login to read the rest view available tags
3	member 6/09/22 8:30AM any update on adverse taxes?
hi offtherun, in your writeup last year you mentioned the potential for an adverse tax impact on unitholders resulting from the debt restructuring. did that come to pass / did you get any more color on... login to read the rest view available tags

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