Description

Sign up or Log In

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.

show sort by

You are not eligible to view 62 messages. To gain access to more recent message posts signup free for membership.

74	member 7/17/12 2:57PM : RE: RE: RE: RE: RE: :who has the rumor 73
If they really do $200 million of EBITDA in 2013 - the stock is going to $17+ on its own. I guess that if no other bid comes, it might back down to $14, although... login to read the rest view available tags
72	member 7/17/12 2:44PM RE: RE: RE: RE: RE: RE: RE: :who has the rumor 71
So i want to understand how this will work - they need 50% to close the tender and get the top up? If they do not get 50% tendering - they dont clkose the tender... login to read the rest view available tags
69	member 7/17/12 1:32PM RE: RE: RE: RE: RE: RE: :who has the rumor 68
that is amazing...the Macquarie fairness opinio is tottured...using a 30-40% wacc to get the value close to the price...seriously? view available tags
64	member 7/17/12 1:16PM RE: :who has the rumor 63
They got a $17 bid!?!? - you gotta be kidding. $14 was a joke view available tags
60	member 7/13/12 10:23AM RE: RE: RE: RE: re:re other bids 59
Amazing. While i guess it is still possible that 30 mill do not tender...say there are 57 out and SAC controls about 20...so 37 in play by my math...i am guessing that is a very... login to read the rest view available tags
58	member 7/12/12 5:58PM RE: RE: RE: RE: RE: RE: RE: re:re other bids 57
I think their tender is good at 50% - ie they have agreed to close if they get 50% or more...to squeeze out the rest of the shareholders as a del company i think they need... login to read the rest view available tags
46	member 6/27/12 2:59PM other bids
sometimes, the reason lead bid goes away often scares away other bidders or gets them to lower the price,. view available tags
45	member 6/27/12 2:59PM RE: RE: RE: deal reporter II 44
I do not think 30% EBITDA margins are hard at all...in fact i do not understand how they do not go decently higher from there as more incremental sales come from software and they leverage... login to read the rest view available tags
43	member 6/27/12 2:47PM RE: deal reporter II 41
I did not kow about the blurb...interesting. Either way - mgt was all over the place late in the q...using their implied 4q guidance (which is when they get ebitda margins up to "normal" after... login to read the rest view available tags
39	member 4/25/12 5:51PM RE: RE: re: dealreporter 38
I believe MODL will eventually be sold (and mgt gets that) but 1) not at 8x EBITDA...Transcend was just a commodity transcription business - MODL has international infrastructure and most importantly best in class IP... login to read the rest view available tags
33	member 9/07/11 12:53AM RE: RE: RE: RE: RE: medh 32
thanks for your thoughts jak, helpful view available tags
32	member 9/06/11 5:47PM RE: RE: RE: RE: medh 31
seems like they had some execution issues while transitioning ceo's. But new ceo seems good and excited to take the job. The MModal deal seems like it will put them into a new level, and... login to read the rest* view available tags
26	member 2/08/11 12:45PM RE: RE: RE: RE: RE: RE: RE: IPO comes in at 23
Majic, Thanks. Sometimes I have to plumb the depths of sloth just to make myself feel like I'm in upper management. zzz view available tags
24	member 2/08/11 12:31PM RE: RE: RE: RE: IPO comes in at 20
"i agree. I think 120 sounds about right on 2011 orgaincally and close to 133 or so for 2012. If you add 2011 fcf to 2012 they will end 2012 with close to no net debt. ... login to read the rest view available tags
23	member 2/08/11 12:15PM RE: RE: RE: RE: RE: RE: IPO comes in at 22
Wow you are lazy. Just look at the S-1 for MEDH. http://www.sec.gov/Archives/edgar/data/1441567/000095012311009431/y86928b4e424b4.htm 51 Million shares outstanding and approximately $250 Million in net debt. view available tags
22	member 2/07/11 5:31PM RE: RE: RE: RE: RE: IPO comes in at 21
Sorry, I'm new to this. Could somebody please walk me through what the cap structure looks like post-the IPO and the exchange offers? Thanks. lazy 007 view available tags
20	member 2/07/11 1:18PM RE: RE: RE: IPO comes in at 19
i agree. I think 120 sounds about right on 2011 orgaincally and close to 133 or so for 2012. If you add 2011 fcf to 2012 they will end 2012 with close to no net debt. ... login to read the rest view available tags
13	member 2/04/11 1:14PM IPO comes in at
Am I reading this correctly? 8 per share? view available tags
2	member 11/02/10 11:03AM RE: Additional Info/New Writeup 1
Can you walk us through how you get to the net debt number ie starting debt for both + the debt raised for the dividend less cash + cash rasied... Thanks view available tags

load more messages

			2011	2012
Price:	590.00	EPS	$26.97	$34.98
Shares Out. (in M):	6	P/E	21.9x	16.9x
Market Cap (in $M):	3,540	P/FCF	0.0x	0.0x
Net Debt (in $M):	-829	EBIT	0	0
TEV (in $M):	2,711	TEV/EBIT	0.0x	0.0x

Description

Sign up or Log In

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.

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.