FIAT CHRYSLER AUTOMOBILES NV FCAU

October 31, 2016 - 9:21pm EST by

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						2016	2017
Price:		6.50		EPS		1.6	2.4
Shares Out. (in M):		1,504		P/E		4.1	2.7
Market Cap (in $M):		9,776		P/FCF		9	4.1
Net Debt (in $M):		4,588		EBIT		6,500	7,450
TEV (in $M):		14,364		TEV/EBIT		2.9	1.9

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18	member 2/06/17 10:23AM Re: Re: Re: Re: Re: Author Exit Recommendation 17
agree with much of that. i assume that any deal that might get announced will be highly structured, and therefore will take time to negotiate, so there is no rush, and a 2 handle would... login to read the rest view available tags
16	member 2/05/17 12:31AM Re: Re: Re: Author Exit Recommendation 15
time for rentry? view available tags
14	member 11/04/16 10:11AM Re: Author Exit Recommendation 12
Stock is up 10% from when you wrote it up and its only been a few months and you exit? If the thesis is even 60% correct it moves much higher. Why the exit? view available tags
10	member 8/15/16 11:59AM Re: Re: few questions 9
thanks NYCHRG, i thought they would have bought a little in the quarter - but your numbers seemed very aggressive. i do think the idea is very interesting and appreciate the work. what do you think the... login to read the rest view available tags
8	member 7/20/16 6:04PM Re: few questions 7
spike945, You asked 1) what are your thoughts on recent management changes? answer: Jeff Gennette is a solid internal choice to replace Terry Lundgren. JC Penney's experience suggests that retail leadership changes are probably best done in an evolutionary vs.... login to read the rest 1 view available tags
7	member 7/19/16 2:25PM few questions
thanks for the write up. few questions 1) what are your thoughts on recent management changes? 2) about 1 year ago, Starboard made a pitch that said Macy's was worth 125 dollars when the stock was at... login to read the rest view available tags
1	member 6/10/16 11:33AM Dep stores
Setiment is horrible and valuations are undemanding- I agree But HBC has better brands/execution, MUCH better real estate, and a coherent/validated plan to monetize that RE. Why M > HBC? view available tags

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