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21	member 10/30/15 11:44AM Re: Re: Re: Re: Takeout Potential 20
We have not been involved in 2015. This squarely goes in the limited-value-as-standalone-waiting-for-sale category. They will sell eventually for significant premium to $3, but I have no idea when. And I see limited catalyst until then. Who... login to read the rest view available tags
19	member 1/05/15 4:19PM Re: Re: Takeout Potential 18
RLD, Fair enough. You and I agree. I have no knowledge of whether or not TMO (or anyone else) taked with them pre spin. And I always wonder whether spins intentionally do not talk with anyone... login to read the rest view available tags
16	member 1/05/15 1:32PM Takeout Potential 15
RLD, Two thoughts: - I would say it is not going to be taken out because mgmt does not want to sell . . . so I somewhat agree . . . but for different reason .... login to read the rest view available tags
14	member 12/30/14 10:37PM Re: Re: Re: Closing position above $5.20 for VIC purposes 13
RLD + zeke, We have lightened our position based on price move and news flow and no longer have a significant position. But like zeke, I agree that shorting is not warranted due to takeout risk. view available tags
13	member 12/30/14 10:08PM Re: Re: Closing position above $5.20 for VIC purposes 12
That's an interesting question, and one that I wouldn't have considered. After thinking about this for about 5 minutes, my answer is that I don't think HBIO is a stock you want to short. The... login to read the rest view available tags
11	member 12/30/14 11:51AM Closing position above $5.20 for VIC purposes
Just wanted to comment on my decision to close my position here on VIC. The stock is up roughly 25% from my purchase price and about the same from the recommended price here. The thesis... login to read the rest view available tags
9	member 6/20/14 3:55PM Bearish thesis, high days to cover
Zeke/Nilnevik, there wasn't much discussion about the short thesis but wondering if you can comment/refute as there's 12 days to cover so there's clearly a bearish thesis worth considering. As for recent weakness, I wonder if... login to read the rest view available tags
8	member 6/16/14 8:01PM RE: RE: RE: Update? 7
Hi straw, I thought Q1 was a bit of a mixed bag, but I saw nothing at all that makes me question my core investment thesis at this point. Sales were down less than 1% in... login to read the rest view available tags
7	member 6/16/14 2:19PM RE: RE: Update? 6
I got $100mm because i am an idiot . . . sorry. but still interested in update. view available tags
5	member 6/16/14 1:51PM Update? 4
zeke, Any updated thoughts on why this is down to $3.85? The TEV is now $100mm, down almost 30% from when you wrote it up. Part of the selloff has been due to small-cap selloff, but... login to read the rest view available tags
4	member 2/11/14 1:54PM RE: RE: RE: Op Margin 3
On the tax front, I don't think the company has given any guidance as far as what rate should be used. Given that HBIO has not yet reported its first quarter as a stand-alone entity,... login to read the rest view available tags
3	member 2/11/14 1:28PM RE: RE: Op Margin 2
zeke, Thanks. You cleared up your accounting for me. Can you answer my long-term tax rate question? low-20s? And most importantly, do you have any feel for mgmt's willingness to sell in the near term? The CEOs background view available tags
2	member 2/11/14 11:47AM RE: Op Margin 1
Thanks for the question. I prefer to look at operating cash flow / free cash flow rather than operating margins, as the company has a history of acquisitions that introduces a little D&A into the income... login to read the rest view available tags
1	member 2/10/14 10:39PM Op Margin
Thanks for the idea. - What do you think the long-term tax rate will be (after they use NOLs)? Based on similar companies and their own tax data, I am guessing 22%? - Why can they achieve... login to read the rest view available tags

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			2010	2011
Price:	12.00	EPS	$1.50	$1.50
Shares Out. (in M):	104	P/E	8.0x	8.0x
Market Cap (in $M):	1,250	P/FCF	12.0x	12.0x
Net Debt (in $M):	-308	EBIT	220	220
TEV (in $M):	942	TEV/EBIT	4.0x	3.6x

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