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

16	member 7/18/12 12:56PM RE: RE: RE: RE: Congrats . . . 15
cnm3d, I knew about this, but am I wrong in thinking this is not how they are usually described in press release? I assume that the merger agreement says that if short form fails, then will... login to read the rest view available tags
15	member 7/17/12 1:08PM RE: RE: RE: Congrats . . . 14
Under Delaware law, if you get over 90% of a tender offer the acquirer can force a "short form" merger and force the non-tendering shares to accept the terms the other 90% accepted. Without the... login to read the rest view available tags
14	member 7/17/12 12:30PM RE: RE: Congrats . . . 13
I assume that if the 90% tender is un-successful, they go to shareholder vote. The 90% tender is simply way to avoid the expenses of vote. I guess I just found their wording odd. I agree view available tags
13	member 7/17/12 12:15PM RE: Congrats . . . 11
Thank you. We are a bit frustrated with the price as you could probably have figured. Given the relatively large insider ownership (+30%) and small amount of hedge fund ownership, it would appear that the probability... login to read the rest view available tags
11	member 7/16/12 11:53AM Congrats . . .
deerwood, I know you expected higher price, but 20+% return not bad. I do not see the merger agreement yet, but why 90% tender threshold? Any chance they do not get it (hedge funds block)? Thoughts on how view available tags
10	member 3/06/12 10:38AM RE: RE: RE: RE: RE: Moving closer to a sale 9
Got it -- thanks again for the idea view available tags
9	member 3/06/12 10:12AM RE: RE: RE: RE: Moving closer to a sale 8
Woolly- Here is my bridge to the 2012 estimates: $18.4M (Q4 Sales) x 4 = $73.6M + $4M (Galveston contract) = $77.6M 18% gross margin = $14M Less $8.3M SG&A (excluding D&A and stock-based comp) 2012 EBITDA = $5.7M This assumes... login to read the rest view available tags
7	member 3/05/12 3:19PM RE: RE: Moving closer to a sale 6
Woolly- Thank you for the question. The fourth quarter was good, in-line with my expectations. The pipeline remains strong, it sounds like they are pretty aggressively pushing into Texas. I wouldn’t be surprised to see some... login to read the rest view available tags
5	member 2/21/12 9:43AM Moving closer to a sale
CONM should pretty easily be able to get $5.00 per share in a sale. http://investors.conmedinc.com/phoenix.zhtml?c=210408&p=irol-newsArticle&ID=1663039&highlight= view available tags
3	member 2/16/12 2:28PM RE: questions on sale attempts 1
Katana- Thank you for the questions. I had those same concerns as well. Seeking personal liquidity, a sale was initially proposed by Pappajohn to the rest of the board in November 2010. The board later moved... login to read the rest view available tags

load more messages

			2024	2025
Price:	78.30	EPS	4.59	5.68
Shares Out. (in M):	57	P/E	17	14
Market Cap (in $M):	420	P/FCF	0	0
Net Debt (in $M):	207	EBIT	0	0
TEV (in $M):	627	TEV/EBIT	0	0

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.

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.