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22	member 1/22/25 6:12PM Re: Re: Flagging 21
Thanks greenshoes93 and great call here. How much debt do you think DBM can reasonably handle? 2.5x-3x? view available tags
19	member 11/14/24 8:02AM Flagging
Flagging this for anyone but just noting it’s an EXTREMELY small position for me given the leverage, illiquidity, hair…etc. Carr will likely control the FCC along with Elon. He will look to fast track a broadcast... login to read the rest 4 view available tags
17	member 5/09/24 2:50PM Re: Re: Re: Quarter 16
Greenshoes, new to this. Curious if you're still involved. Just wondering before I do a deep dive whether something's happened in the last year that scotches the whole thesis or whether you still think there's... login to read the rest view available tags
16	member 5/17/23 12:10PM Re: Re: Quarter 15
$650m in value, that’s 8x $75m in FCF for DBM. I think you can value it on fcf easily if a Medibeacon sale covers all the holdco debt. I think you can put that theoretical... login to read the rest 1 view available tags
15	member 5/17/23 11:10AM Re: Quarter 14
Hey greenshoes, thanks for the update. Can you expand a bit on DBM worth $8-10/share? Is that the value if they monetize Medibeacon and pay down debt first, or regardless of Medibeacon? Any other red... login to read the rest view available tags
11	member 9/23/22 1:22PM Re: VATE 10
Odeon held a call with the CEO and CFO yday. Not much has changed since the earnings report. The Steel business continues to cycle through lower margin business. They haven't seen economic weakness hit that... login to read the rest 1 view available tags
10	member 9/23/22 12:17PM VATE
Anyone still following this? Clearly not the bluest of blue chips but no imminent crisis at the company that I'm aware of. Stock price in total freefall. view available tags
8	member 5/14/22 5:15PM Re: Re: Margins 7
Thanks greenshoes. Hope you're right. The company has apparently told other investors they hope to see 9-10% margins. what are your thoughts on how they refinance the debt at the broadcast unit later this year? view available tags
6	member 5/13/22 5:12PM Re: Margins 5
I am also wondering if those margins are realistic. Seems like 8-10% is what I gather is more sustainable. Doesn't change the story of the wild undervaluation from current prices. any idea how much stock Glazer... login to read the rest view available tags
5	member 5/10/22 3:34PM Margins
Can you provide some color on how you get to 12% margins in DBM for 2023? Thanks. view available tags
1	member 3/20/22 5:21PM What are your 2022 and 2023 forecasts?
Thanks for the idea. Can you please give us your forecast fore 2022 and more details on your forecasts for 2023, such as divisional Revenue, EBITDA, FCF, and Net Debt, EPS... 1 view available tags

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			2009	2010
Price:	6.97	EPS	N/A	$0.73
Shares Out. (in M):	50	P/E	N/A	9.5x
Market Cap (in $M):	348	P/FCF	5.4x	4.9x
Net Debt (in $M):	325	EBIT	82	81
TEV (in $M):	673	TEV/EBIT	8.2x	8.2x

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