Golden Friends Elevator 4506

March 15, 2017 - 11:31pm EST by

member

						2017	2018
Price:		38.10		EPS		3.6	0
Shares Out. (in M):		197		P/E		10.6	0
Market Cap (in $M):		7,494		P/FCF		10	0
Net Debt (in $M):		-779		EBIT		850	0
TEV (in $M):		6,716		TEV/EBIT		9	0

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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

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