IESC IESC

September 21, 2016 - 1:08pm EST by

member

						2016	2017
Price:		15.42		EPS		1.32	1.69
Shares Out. (in M):		21		P/E		11.7	9.1
Market Cap (in $M):		331		P/FCF		10	8
Net Debt (in $M):		7		EBIT		29	37
TEV (in $M):		338		TEV/EBIT		11.6	9

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9	member 11/28/16 5:22PM Re: Re: couple questions 7
No. I mean Lindstrom at his new company "PRSC" Providence view available tags
8	member 11/28/16 12:33PM Re: Re: couple questions 7
thanks. on #2, did you mean to say "is being adopted by Robert Lewey in his new CEO role"? view available tags
7	member 11/26/16 12:47PM Re: couple questions 6
1) on PATK i don't really know. What I do know is that Tontine had a board member and was very invloveld. The M&A strategty for IESC look very similar to that of PATK. Now... login to read the rest 1 view available tags
6	member 11/08/16 1:12PM couple questions
1) how much of the success at PATK do you think was due to Tontine vs. the CEO Todd Cleveland? Is it possible that Todd was a big factor and thus IESC isn't perhaps likely... login to read the rest view available tags
5	member 10/14/16 5:26PM Re: Re: Re: Some questions 4
The insider selling was from Tontine Managment which owns over 50% of the shares and was subject to a 10-b-5-1 plan. There was also a small sale from the CEO at $17.00. In the 13-D 1 view available tags
3	member 9/29/16 12:40PM Re: Some questions 2
Q1. The sotck has done well for the last few years because it transitioned to generating higher margins. Their culutre shifted from seeking any and all business to giving more autonomy to reginol managers to... login to read the rest 2 view available tags

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