|Shares Out. (in M):||1,727||P/E||7.9||0|
|Market Cap (in $M):||21,773||P/FCF||7.6||0|
|Net Debt (in $M):||3,044||EBIT||0||0|
|TEV (in $M):||24,817||TEV/EBIT||0||0|
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Market recognition of a business with leading global market positions, decent free cash flow generation (and potentially upside in a 'normalised year') with new products (X-series) driven by new technologies (Page Wide) which could enhance the margins of the core printer business. In addition a change in distribution of ink ('instant ink' / 'managed print services') provides visibility and squeezes out 3rd party manufacturers and potentially changes the profit share with the channel.
Possible excitment in the next 24 months if the 3-D printing entry delivers - some suggestions in industry that it may be revolutionary.
On the PC side the improvement in design may lead to better margins.
The CEO, though unproven at this level, might have longer tenure than the revolving door management style of recent years and be able to drive through a real strategy.
Finally annualising a terrible year where the channel is likely to have been uncertain and destocked is also likely to have help going forward.
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