FERRO CORP FOE

November 24, 2015 - 5:55pm EST by

member

						2015	2016
Price:		11.98		EPS		.87	1.27
Shares Out. (in M):		88		P/E		13.7	9.5
Market Cap (in $M):		1,100		P/FCF		15.6	10.4
Net Debt (in $M):		0		EBIT		107	169
TEV (in $M):		0		TEV/EBIT		13	8.3

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#	AUTHOR DATE SUBJECT
6	member 12/09/15 9:14AM Re: FOE Pigments announcing 6% Price increases
As I noted in the thesis above. I believe there is significant upside to FOE's Nubiola accretion / ROIC guidance in 2016 and 2017. Despite managements guidance for 3%-4% topline growth, Nubiola (family owned) "hadnt... login to read the rest view available tags
5	member 12/01/15 3:47PM Re: Ceramic Tile Growth
Current industry expecatitions is for Ceramic Tile to grow ~9% through 2020. Once FOE right sizes capacity (1Q16), when its facility in Indonesia comes online and additional capacity from its Al Salomi acquistion - (currently has 5.6k square... login to read the rest -1 view available tags
4	member 11/25/15 10:02AM Re: Questions 1
FOEs proxy / filings highlight the following public comparable comps: IOSP,MTX,WLK,FUL,CMP,CYT, AXLL, IPHS, ALB, OMN, HXL,RPM, SXT,NEU,MLM, OMG However, I use a more refined list but come out similarly on valuation. On the private side there... login to read the rest view available tags
3	member 11/25/15 9:37AM Re: Quinn sales 2
Quinn formed a SPAC (which ended up being a disaster) and was a forced seller as he needed the capital to satisfy liquidity needs related to the SPAC. Quinn sold 225k shares but remains a... login to read the rest view available tags
2	member 11/25/15 9:06AM Quinn sales
Thanks for the thoughtful idea. Although there are some recent insider buys posted by others, why is Quinn a big seller? He sold over 80 percent of his stake since August and owns very little... login to read the rest view available tags

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