GROUPE AEROPLAN INC AER

September 15, 2011 - 6:38pm EST by

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						2011	2012
Price:		12.00		EPS		$0.00	$0.00
Shares Out. (in M):		180		P/E		0.0x	0.0x
Market Cap (in $M):		2,200		P/FCF		0.0x	0.0x
Net Debt (in $M):		635		EBIT		0	0
TEV (in $M):		2,800		TEV/EBIT		0.0x	0.0x

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#	AUTHOR DATE SUBJECT
11	member 4/03/12 7:57PM RE: air canada debt downgrade 10
an air canada liquidation would clearly be devastating - notwithstanding the various loyalty marketing businesses that constitute the Aimia puzzle, the frequent flyer program in canada is by far the most significant piece and the... login to read the rest view available tags
10	member 4/03/12 1:04PM air canada debt downgrade
straw and anyone else who is following - as you may have noticed, air canada debt was downgraded today. apparently 8x leverage makes people nervous. do you have any further thoughts regarding the impact to AIM from... login to read the rest view available tags
9	member 2/24/12 11:30AM RE: RE: Sainsbury 8
yellowhouse, I also took the opportunity to add. It is not clear to me why market reacted as it did. It could be Q4 or 2012 forecast as you mention rather than breakage adjustment. As for... login to read the rest view available tags
8	member 2/24/12 10:48AM RE: Sainsbury 7
We own this too. Our take was that the Sainsbury part of the release was quite positive. Though I am curious to understand how management deems the extension to be accretive to EBITDA going forward... login to read the rest view available tags
7	member 2/23/12 11:05AM Sainsbury
Castor, I interpreted yesterday's announcement as a positive, but mkt reacting negatively. Is market getting caught up in the breakage adjustment? Management has often discussed the short-term versus long-term tradeoffs, but mkt seems very focused on view available tags
5	member 11/15/11 4:09PM Q3 Thoughts? 4
The quarter looked fairly strong to me. Surprised the reaction was muted. Management is buying back shares at a strong pace. Over 5mm shares in Q3. What are your thoughts? view available tags
4	member 11/15/11 4:06PM Q3 Thoughts?
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2	member 9/28/11 6:00PM More Questions 1
Why is the interest on their bonds so high? These seem like absurdly high interest rates given they are secured and debt/ebitda < 2 and covenants are fairly tight. Can we expect their cost of debt... login to read the rest view available tags
1	member 9/28/11 1:36PM Questions
Very interesting idea. I like the fact that no one has rated it or commented on it. 1) Doesn't the amort tax shield run out this year? By my calculation, in tax accounting, they will have... login to read the rest view available tags

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