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#	AUTHOR DATE SUBJECT
24	member 9/26/23 1:48PM Re: Re: Re: Re: updated view 22
Any sense for how much management wants to spend on M&A? So far they’ve offset dilution over the last few years with cash generation. Guessing any large transaction will come at a premium multiple that... login to read the rest view available tags
23	member 9/26/23 1:46PM Re: Re: Re: Re: updated view 22
yep very fair on the add backs, would just say the acquisition related amort is a fair add back, perhaps not all of the transformation costs though - agree been high for years and unclear view available tags
22	member 9/26/23 1:22PM Re: Re: Re: updated view 21
Fair points. I'm probably being a bit too conservative as the numbers I am capitalizing are unlevered. However, I would say you need to be careful capitalizing your operating numbers as there are a bunch... login to read the rest view available tags
21	member 9/26/23 12:51PM Re: Re: updated view 20
Thanks for the message!I think we are viewing this somewhat similarly. A few thoughts here: The business should run with some leverage on it, so dinging them for net cash used in an acquisition is extremely... login to read the rest view available tags
20	member 9/25/23 3:21PM Re: updated view 19
I’m poking around here but no position to date. I think there are two angles that you can have with this name and both make sense on a spreadsheet BUT management or the board are... login to read the rest 1 view available tags
19	member 9/18/23 3:11PM updated view
anyone have an updated view here? view available tags
18	member 11/22/17 10:57AM Re: Author Exit Recommendation 17
Let me explain: I still own all 3 pieces. Updating the adjusted return for current market prices (i.e., including HPE's sell-off today following earnings/Meg's departure) - the combined 3 pieces equal ~$26.10/share or +42% from the... login to read the rest 3 view available tags
14	member 3/08/17 11:05AM Re: Re: NMBL 13
Condor - Thanks for the thoughts and updates - would you be able to share what you think RemainCo earns in '18? Hard to keep track with the pieces still consolidated, and the change in guidance. Appreciate it view available tags
10	member 9/11/16 9:11AM Re: Re: Re: F3Q Earnings / SW spin-merge w/ Micro Focus 8
Great. thank you. FWIW I think some is also intercompany revenue might have been counting if just looking segment by segment. I can not bridge the rest - AtlanticD run-rate with software from model would view available tags
9	member 9/11/16 7:32AM Re: Re: F3Q Earnings / SW spin-merge w/ Micro Focus 7
I think most of the difference is the software business coming out. view available tags
4	member 9/08/16 10:10AM Re: F3Q Earnings / SW spin-merge w/ Micro Focus 3
Why would they do a big splashy expensive security deal when they just sold TippingPoint in the last 12 months? view available tags

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			2016	2017
Price:	18.35	EPS	0	0
Shares Out. (in M):	1,751	P/E	0	0
Market Cap (in $M):	32,131	P/FCF	0	0
Net Debt (in $M):	7,202	EBIT	0	0
TEV (in $M):	39,333	TEV/EBIT	0	0

Description

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