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23	member 8/05/15 9:35PM Re: Re: roadshow meeting 22
I've also followed this name for a long time. One aspect of the business that gets surprisingly little attention is their equity investment in a laser surgery chain in China. That equity investment accounted for all... login to read the rest view available tags
18	member 5/29/15 7:49PM Re: Re: Re: Joined Lloyd, Bought Some 16
Did anyone here participate in their roadshow (if so, any notes would be appreciated)? Judging from the price action this week, they didn't manage to get anyone too excited. I think you need to have some... login to read the rest view available tags
17	member 5/26/15 7:03PM Re: Re: Re: Joined Lloyd, Bought Some 16
Is $19.6mn the right number to use--it appears there was a $7.0mn noncash gain related to divestiture of decommissioning obligations, which would reduce EBITDA to a 12.6 x 4 = $50.4mn run-rate--implying a 5x multiple... login to read the rest view available tags
16	member 5/15/15 9:44AM Re: Re: Joined Lloyd, Bought Some 15
Quarter looked good. - Operating EBITDA of 19.6mm implies 80mm run-rate. This looks like an extremely low multiple. - Company now in a $54mm net cash position vs $15mm net debt at year end due to... login to read the rest view available tags
15	member 5/12/15 12:57PM Re: Joined Lloyd, Bought Some 14
Ok, so the earnings release is scheduled for Friday morning. In the release announcing the earnings date, the company says it is going on the road for the first time in forever to meet investors in... login to read the rest -1 view available tags
14	member 5/07/15 1:40PM Joined Lloyd, Bought Some 13
My main man Lloyd Miller (whom I've never met or talked with, but feel I can comfortably call him that after the work he's doing for me at PRSS and what he's done for me... login to read the rest -1 view available tags
11	member 2/12/14 10:26AM Over-reaction?
Salvo, what's your thought pertaining to CLF's intention to curtail mining capex? Thanks in advance. view available tags
10	member 1/17/14 2:24PM MFC to Acquire FESIL Group for $82 million
MFC Agrees to Acquire the FESIL Group NEW YORK, Jan. 17, 2014 /PRNewswire/ -- MFC Industrial Ltd. ("MFC" or the "Company") (NYSE: MIL) announced that it has entered into an agreement to acquire a 100% interest in... login to read the rest 1 view available tags
5	member 11/27/13 8:47AM Kellogg vs Smith
Salvo, thanks for your earlier reply. It looks like the "circus" has come to town in Canada. Kellogg is making an aggressive move for governance and has a website to assert his intentions. This morning... login to read the rest view available tags
4	member 11/20/13 7:48PM reply to maggie
Maggie, Thanks for the note, and for your kind words. To cut to the chase, I've voted with my feet over the past couple of days, increasing my position by 25%. It sounds like your views may be in accord... login to read the rest view available tags
3	member 11/20/13 8:10AM Capitulation?
Salvo, thanks for the great write-up. Based on it, I was encouraged to listen to the recent call. I didn't hear anything that should have caused the 52 week low yesterday on over 6x average... login to read the rest view available tags

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			2017	2018
Price:	60.87	EPS	7.98	8.28
Shares Out. (in M):	65	P/E	7.5	7.2
Market Cap (in $M):	3,969	P/FCF	11.2	10.5
Net Debt (in $M):	1,222	EBIT	716	751
TEV (in $M):	5,190	TEV/EBIT	7.3	6.9

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