EZCORP INC -CL A EZPW
November 08, 2012 - 4:31pm EST by
member
| 2012 | 2013 | ||||||
| Price: | 17.56 | EPS | $2.81 | $2.73 | |||
| Shares Out. (in M): | 51 | P/E | 6.3x | 6.4x | |||
| Market Cap (in $M): | 897 | P/FCF | 6.3x | 6.4x | |||
| Net Debt (in $M): | 166 | EBIT | 0 | 0 | |||
| TEV (in $M): | 1,063 | TEV/EBIT | 0.0x | 0.0x | |||
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| 28 | |
thanks for a -1 on a paste and copy of a warrant agreement? the trolls on this website are so weird sometimes.
anyway in light of the recent announcement of "multiple private expressions of interest"; hiring... login to read the rest | |
| 27 | |
Hi mm202,
Very sorry for the delay and we appreciate your responses. Agreed with you the language is ambiguous.
Will be following the stock with you - hopefully they can release financials before Q3 on Nov. 15th.
Thanks | |
| 26 | |
NOT A LAWYER, and this is the warrant section from S-1, the highlighed section states that the aquirer has to honor the liabilities of the warrants. My guess, is that this means if they offer... login to read the rest | |
| 25 | |
I guess a couple of updates out. One, Kingdom Advisors in their letter said they think the issues are labor related.
Two and Three are sort of related. I guess Albert, Maria, Ellery LEFT VOLUNTARILLY and... login to read the rest | |
| 24 | |
Thank you mm202, we appreciate your responses, very insightful.
Curious if you would consider switching your investment from the warrrants to common stock given the recent developments? Depending on how confident you are that, if a... login to read the rest | |
| 23 | |
1) I think so. The way it was communicated to me is that they were caught surprised in mid august last minute because the auditors didn't want to sign off until they resolved the issue... login to read the rest | |
| 22 | |
Thanks for the update, had a few questions:
1) With Albert / Elie / Maria gone now, do you think this implies the investigation has reached its conclusion and that financials will be released soon? Also curious if... login to read the rest | |
| 21 | |
This hasn't been posted on in awhile and obvs there have been less than favorable developments here. We mostly own a lot of warrants here and its a small position but one where despite the... login to read the rest | |
| 20 | |
Hi, there was a delay in the recent 10Q filing due to an audit committee probe. Has this changed your thesis in any way? | |
| 19 | |
As the company is close to announcing a new brand next few days (per presentation "before end of Q2", confirmed in a call with Albert) I thought I'd search some new trademark name filings. Four... login to read the rest | |
| 18 | |
I did as well. They responded today and setting up a call. They said to use this email.
ir@goedekers.com
also try Gmarose@mkacomms.com and Aareopagita@mkacomms.com
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| 16 | |
Another excellent quarter and the market barely reacts. Frustrating. Between Q4 and now Q1 I thought the stock would be up significantly, but there seems to be this forward looking aspect where GOED is still... login to read the rest | |
| 15 | |
I must be a complete idiot (this one is for "the fans") but I don't understand why this is below $5.00 at $1.75. Excellent earnings report, affirmation of guidance (earnings were a bit ahead of... login to read the rest | |
| 14 | |
Yeah thats what I kind of was getting at. I think their business is a lot more resilient than the stock price implies. Thanks for all the notes! | |
| 13 | |
mm202 - below you said "appliances are not Restoration Hardware couches". During my call yesterday with Albert and Maria I specifically brought up the RH commentary to get Albert's reaction. I also asked how Appliances Connection performed during... login to read the rest | |
| 12 | |
I had a call with Albert and Maria yesterday and this topic came up.
First, I referenced the press release from December and asked if the senior lending consent (or any other technical limitation) remain a problem... login to read the rest | |
| 11 | |
mm...Thank you. I upvoted both posts fwiw...Don't let the bastards get you down! Appreciate your input. | |
| 10 | |
Starting a separate from earnings thread here as I am curious as to what VIC members think of what a good cap structure should be for them. BB, HD, LOW are at about 2x EBITDA... login to read the rest | |
| 9 | |
First of, lol to the guy that consistently downvotes anything I post here or related to me. Tip of the hat to you sir, you got me.
re: earnings/call yesterday.
I thought it was pretty good, Albert... login to read the rest | |
| 7 | |
Feel free to correct me on the math:
106.4mm shares outstanding at $1.60 = $170mm market cap
$55mm in debt, $35mm in cash so $20mm in additional EV to $190mm
OR, and this is the way I've seen... login to read the rest | |
| 4 | |
Any thought to what the company will do/say on this call with stock at $1.60 and potentially 2.0x next years EBIT? Its trading like its about to declare bankruptcy instead of reporting ridicolous (relative to | |
| 3 | |
OK, I got around to looking at this -
1) how can you disaggregate the pull forward from housing explosion vs. secular growth? Their revs are +40%, but Whirlpool (not a perfect comp) was up 20%... login to read the rest | |
| 2 | |
From the St. Louis Post-Dispatch on Friday, Dec. 10: 'It’s been a bloodbath’: Goedeker’s cuts dozens across St. Louis-based operationhttps://www.stltoday.com/business/local/it-s-been-a-bloodbath-goedeker-s-cuts-dozens-across-st-louis-based-operation/article_5250eb63-8dbf-5d9b-95e5-0bae23a5770b.html#tncms-source=login
From the article: "Appliance retailer Goedeker’s has laid off dozens of employees in its St. Louis... login to read the rest | |
| 1 | |
Congrats Artz0423 on a comprehensive overview of the business - obviously you put a lot of work into understanding the complex (if short) history of the business, industry structure, etc. Additional congratulations on beating me to... login to read the rest | |