FIAT CHRYSLER AUTOMOBILES NV FCAU

October 31, 2016 - 9:21pm EST by

member

						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

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 2 messages. To gain access to more recent message posts signup free for membership.

10	member 11/05/24 9:07AM Takeout $22.50
https://stonepeak.com/news/atsg-to-be-acquired-by-stonepeak-for-3-1-billion Deal agreed to at $22.50 although possible for a higher bid 2 view available tags
7	member 8/10/23 10:31AM Repurchase
Atsg did a new $350 mil convert issue, proceeds are being used to redeem most of the old convert and to repurchase $118 mil of stock (over 7% of shares outstanding) which we view as view available tags
6	member 8/04/23 6:47PM ATSG update
ATSG's Q2 results were very strong across both ACMI and CAM. They also repurchased about 2% of the company, raised EPS guidance and we are pretty confident they will beat their current EBITDA guidance. We view available tags
5	member 6/07/23 3:55PM Re: Re: Why is this interesting? 4
100% agree with zbeex. No one is pitching this as the world's best business. While there is customer concentration, you got ~5 years of visibility and this business has earned its cost of capital. Most... login to read the rest view available tags
4	member 6/07/23 2:20PM Re: Why is this interesting? 3
I appreciate your comment and we know there is negative sentiment out there. A few things I’d point out. I believe recently the company has moved away from a growth at all costs mindet and... login to read the rest 1 view available tags
3	member 6/06/23 6:31PM Why is this interesting?
This is a stock that is going nowhere. Between the Amazon customer concentration, Amazon ownership, cash flow profile, etc. This is a story that is not going to resonate with investors for some time. I... login to read the rest 3 view available tags
2	member 6/03/23 1:19PM Re: Atlas Air? 1
We think ATSG is a much higher quality business than AAWW. AAWW had much higher exposure to charter/spot market which is a less good business. As for underlying assets, ATSG has a higher quality fleet... login to read the rest 2 view available tags
1	member 6/02/23 7:54PM Atlas Air?
Thanks for sharing this idea. How would you compare this asset to Atlas Air? Reason I ask is AAWW transacted at book during a period of better fundamentals and lower rates. I see that we... login to read the rest 1 view available tags

load more messages