Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 18 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
25	member 1/09/18 5:57PM Re: Re: Author Exit Recommendation 24
This is certainly one of the weirdest outcomes ever on VIC. From the point of view of changing names/business plans, the crypto thing is definitely in year 2000 territory.. 5 view available tags
20	member 3/14/16 11:07AM Re: Re: Re: Re: Thoughts 19
Gotcha yes I was referring to what the software they are selling really is. Is it software that just makes their products work and its broken out or something else. -1 view available tags
18	member 3/14/16 10:52AM Re: Re: Thoughts 17
Good deal appreciate the thoughts. How should we think about the software...I'd expect solid margins...what is it exactly? -1 view available tags
16	member 3/13/16 4:06PM Thoughts
Hi Enterprising, Never thought we'd spent a weekend thinking about Kodak so here's to a solid write-up on your part. As we went through the presentation, transcript filings and your write-up the one thing that stuck... login to read the rest view available tags
15	member 1/07/16 1:44PM Re: Re: Thoughts on bear case? 14
Thanks, appreciate the feedback/thoughts. view available tags
13	member 1/07/16 10:31AM Thoughts on bear case?
http://seekingalpha.com/article/3779456-kodak-melting-ice-cube-with-no-growth-and-hidden-liabilities-offers-substantial-downside view available tags
12	member 11/15/15 1:52PM Re: Re: Re: Re: Re: Re: Debt covenants 11
I think you're right, laziness on my part doing an annual, I'll give myself a thumbs down. I went back and reconstructed it quarterly and got to your 230ish number. Given how sensitive it was... login to read the rest 1 view available tags
9	member 11/04/15 8:40AM Re: Re: Re: Debt covenants 6
Just to clarify, when you say KODK could sell packaging are you talking about Flexcell NV? view available tags
8	member 11/03/15 7:38PM Blackstone Purchase
177k shares, also on 10/30, in some ways nicer to see than Clarke. view available tags
3	member 10/26/15 9:51AM Re: Re: Analyst Day / 2016 guid 2
Here's what I was able to dig up on the Carestream earnout. Once Onex's IRR exceeds 25% they get 25% of the proceeds, up to $200m. Going back through Onex's filings, I can see that they... login to read the rest -1 view available tags

load more messages

			2011	2012
Price:	7.85	EPS	$0.44	$0.76
Shares Out. (in M):	5	P/E	17.8x	10.3x
Market Cap (in $M):	43	P/FCF	14.8x	0.0x
Net Debt (in $M):	-1	EBIT	4	5
TEV (in $M):	42	TEV/EBIT	9.6x	8.9x

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.