Constellation Software CSU

May 25, 2017 - 10:39am EST by

member

						2017	2018
Price:		687.00		EPS		30	35
Shares Out. (in M):		21		P/E		23	20
Market Cap (in $M):		14,560		P/FCF		23	20
Net Debt (in $M):		-200		EBIT		600	700
TEV (in $M):		14		TEV/EBIT		24	20

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13	member 3/12/20 1:05PM Re: down 40% - huh? 12
They are highly levered (financial and operational leverage). If their casinos shut down or see a significant reduction in traffic, the equity is at risk. Equity stub at this point. I'm not really all that surprised.... login to read the rest 2 view available tags
10	member 11/11/19 2:48PM Refinancing vs. hotel expansion
I am wondering what your thoughts are on the coming decision on what they do with the refi opportunity? They mentioned two options: a) cutting the interest expense by about $5m annualy by refinancing the... login to read the rest view available tags
9	member 11/06/19 6:30PM Re: Re: Re: Re: Close vote, but getting closer to victory for DD 8
I spoke with the CO Sec of State's office this afternoon. They are expecting a trickle of overseas and military ballots to still come in over the next several days, but it didn't sound to... login to read the rest 4 view available tags
7	member 11/06/19 3:09PM Re: Re: Close vote, but getting closer to victory for DD 6
v funny - we are hearing that 80% + of the vote is in. Seems sure to pass. 1 view available tags
5	member 11/06/19 7:58AM Close vote, but getting closer to victory for DD
The wording of ballot initiatives is fascinating. I have to believe that more than a few people read only the first five words and voted “no” disregarding the fact their taxes would not increase if view available tags
4	member 11/04/19 7:19PM Re: polling/other states 1
According to the fourth annual Colorado Political Climate Survey by the American Political Research Lab at CU Boulder, "62% of registered voters said they would vote in favor of Proposition DD, which would legalize sports betting... login to read the rest 1 view available tags
2	member 11/04/19 12:06PM we agree - worth close to $5.00 - solid idea - another way to look at it
Thanks for the write-up and the shout out to my previous post. We are looking at this differently. We think the regional casino business is conservatively worth 7x EBITDA based on industry comps. Any acquirer would be... login to read the rest 3 view available tags
1	member 11/04/19 10:41AM polling/other states
Interesting. Are you aware of any polling that might help predict whether the public will vote for the sports betting ballot proprosal? Likely has a good shot due to the tie-in with the water plan,... login to read the rest view available tags

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