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AUTHOR
DATE
SUBJECT
5
member
7/11/22 2:19PM
Re: Re: EV
4
Can you clarify your calculation to an EV of $515M? Does it include the cash and stock payments made subsequent to the 1Q 2022 balance sheet related to the PA CR, LLC acquisition? It looks like
Thanks for the write up.
Is there any reasoning behind exluding long term leases from the EV? If you include them this is a lot more expensive. It would perhaps seem prudent to include them when
It seems like most of the tier 2 guys ultimately get acquired?
any thoughts on ayr on that front or in general?
On basic level these just seem to be mediocre businesses which the higher tax and... login to read the rest
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