CONCENTRIX CORP CNXC

February 07, 2023 - 11:35am EST by

member

						2023	2024
Price:		147.00		EPS		11.70	13.96
Shares Out. (in M):		54		P/E		12.6	10.5
Market Cap (in $M):		7,897		P/FCF		7%	8.5%
Net Debt (in $M):		2,150		EBIT		970	1,068
TEV (in $M):		10,047		TEV/EBIT		10.4	9.4

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 3 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
5	member 1/11/14 12:31PM RE: RE: I want to love . . . 4
That's a valid concern. I'm comfortable with it because the contract doesn't come up for renewal until 2020 (6 years from now) and Air Canada is in much better shape today (the stock is +370% view available tags
4	member 1/10/14 1:02PM RE: I want to love . . . 2
I looked at this and just couldn't get comfortable with the Air Canada exposure. I understand the argument that in bankruptcy, Aimia brings revenues and not liabilities and so is not at risk of being... login to read the rest view available tags
3	member 11/27/13 11:05AM RE: Lofty multiples 1
I think about the multiples this way: At $18.75, Aimia trades at 12.5x trailing FCF (LTM 3/31/13). I use 3/31/13 because it is a clean number before the Aeroplan program changes started to impact FCF. Before these... login to read the rest view available tags
2	member 11/27/13 10:47AM I want to love . . .
There was a good discussion of this company under its former name (Groupe Aeroplan). I sold in the mid-teens last year after stock ran up and Air Canada struggles. I have not followed closely since. It... login to read the rest view available tags

load more messages