EASTMAN KODAK CO KODK

February 08, 2015 - 8:16pm EST by

member

						2015	2016
Price:		19.65		EPS		0.90	1.22
Shares Out. (in M):		42		P/E		21	16
Market Cap (in $M):		823		P/FCF		21	16
Net Debt (in $M):		-70		EBIT		120	150
TEV (in $M):		755		TEV/EBIT		6.3	5

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.

6	member 2/09/15 4:43PM Re: Strategic EBITDA in 2015 5
You subtract $60MM from the $93MM estimated EBITDA for 2014 then add $100MM of cost cutting. Furthermore, this note from 2nd quarter's call suggests there are a lot of opportunities for the IP and brand licensing... login to read the rest view available tags
5	member 2/09/15 4:05PM Strategic EBITDA in 2015
We are having a little trouble following how you get them from $93 million to $150 million in Strategic EBITDA from 2014 to 2015, cost cutting notwithstanding. We may be looking at it wrong, but... login to read the rest view available tags
4	member 2/09/15 1:28PM Re: Pension Liability 1
They sold the Digital Imaging and Personal Imaging business to Kodak's Pension Plan. The assumptions of the plan look normal but if something unpleasant happens, I suspect they will work it out with the Pension view available tags
3	member 2/09/15 1:27PM Re: Digital Printing 2
DP is 21% of total revenue. My mistake for not writing it clearer. They did not want to break it down DP by products for me. PROSPER is the new product of DP. This is their comment... login to read the rest view available tags
2	member 2/09/15 1:20PM Digital Printing
Thanks for the idea. Do you have a sense of the unit economics for just the Digital Printing business? You mention that DP is 21% of "Strategic" revenue so more interested in revenue growth, EBITDA and capex for 2015-16? view available tags
1	member 2/09/15 11:00AM Pension Liability
How do you view the pension - seems to be a fairly substantial issue - the plan has about $5 billion in assets and liabilities - so on a net basis on the balance sheet... login to read the rest view available tags

load more messages