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39	member 8/20/15 11:33AM Re: Re: RAGING Short 38
I hope some people made money on this because I know too many (myself included) who thought it was a zero yet lost money shorting the stock. Congrats to all who posted shorts and had view available tags
36	member 2/06/15 8:34AM Re: Re: Amira - has anyone looked at this as a short? 35
This is a TOTAL POS and mgmt is shady, but last time I checked cost to borrow was like 28%, so it wasnt that compelling of a short. view available tags
34	member 2/05/15 12:09PM Amira - has anyone looked at this as a short?
They are in the market with a bond deal. I've been going through their financials and there are a whole host of things which give me pause: 1) host of related party transactions with CEO having... login to read the rest 1 view available tags
31	member 5/15/14 9:54AM New SA Article
Anybody following this battleground name? Timing of debt refi remains troublsome This recent write-up was not us yet we found it instructive: http://seekingalpha.com/article/2214053-amira-nature-foods-new-risks-create-more-than-50-percent-downside Summary Auditor resignation likely to delay refinancing and open up Company to potential restatements given... login to read the rest view available tags
30	member 2/12/14 8:49AM Interesting Write Up and Tilda?
Anyone read the recent article on SA?" Seems rather compelling to me. As usual, sell-side appears asleep at the wheel. Any thoughts? http://seekingalpha.com/article/1964081-amira-nature-foods-an-overvalued-company-with-multiple-red-flags Also, I'm curious to hear the bull response or perception of the Hain's purchsae view available tags
28	member 1/16/14 12:12PM RE: RE: RE: RE: RE: Again??? 27
Did somebody post a comment stating that "VIC folks don't derive any finanical benefit from the site"? I must have missed it. Or maybe VIC removed it before I had a chance to read it. view available tags
26	member 1/16/14 9:35AM RE: RE: RE: Again??? 23
Well actually, yeah. Why should VIC carry water on the legal side for an anonymous poster who is using their venue to drive profit for themselves? VIC isn't the ACLU. Any VIC member has the... login to read the rest view available tags
21	member 1/16/14 7:17AM RE: Again??? 20
Probably because they don't feel like paying lawyers to fight frivolous lawsuits. Personally, I'd rather have them use the money to continue handing out the $5k prizes than to make a first amendment stand on... login to read the rest view available tags
20	member 1/15/14 10:56PM Again???
yet another ANFI short write up removed? This is getting a little ridiculous. Why is VIC bowing to the pressure?? view available tags
15	member 4/17/13 12:00PM conspiracy theory!
It is clear that Amira Nature Foods is protected by powerful forces. I can only speculate that the basmati rice market is under the clandestine control of the Mafia and / or Skull & Bones. view available tags
14	member 4/17/13 11:22AM RE: RE: RE: RE: RE: RE: RE: RE: follow up 13
it's really bizarre that two negative writeups were removed from VIC. makes you wonder if the company somehow got access to it and threatened them or something. view available tags
10	member 2/26/13 12:59PM RE: RE: RE: RE: follow up 9
Good question view available tags
8	member 12/17/12 7:40AM RE: RE: follow up 7
Do we know who were the banks that god repaid with IPO proceeds? I noticed in the prospectus that the CEO gave personal guarantees on all outstanding bank debt so it would make a lot... login to read the rest view available tags
2	member 12/13/12 8:44AM RE: net debt 1
you are probably using the B/S form 9/30/12 which is not pro forma for the IPO, which ccured in early October. If you refer to the pro forma B/S in the prospectus, you will see... login to read the rest view available tags
1	member 12/13/12 7:34AM net debt
thanks for the idea. you stated that net debt is $60MM...i calculated about $100MM more than this amount (am i missing something?)... thanks again... view available tags

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			2012	2013
Price:	15.26	EPS	$0.54	$0.85
Shares Out. (in M):	61	P/E	28.3x	18.0x
Market Cap (in $M):	927	P/FCF	25.4x	13.5x
Net Debt (in $M):	-51	EBIT	48	85
TEV (in $M):	876	TEV/EBIT	18.4x	10.4x

Description

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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.

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