TOWN SPORTS INTL HOLDINGS CLUB

September 15, 2019 - 7:01pm EST by

member

						2019	2020
Price:		1.92		EPS		0	0
Shares Out. (in M):		28		P/E		0	0
Market Cap (in $M):		54		P/FCF		0	0
Net Debt (in $M):		180		EBIT		0	0
TEV (in $M):		234		TEV/EBIT		10	0

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#	AUTHOR DATE SUBJECT
7	member 11/07/19 7:29AM Re: Re: Re: Re: is this a zero now? 6
Ya, this is no fun. That this quarter sucked is specifically not that shocking because the whole thesis that one day operations will improve was based on taking a flyer on a company during a... login to read the rest view available tags
6	member 11/06/19 5:47PM Re: Re: Re: is this a zero now? 5
Don't disagree with anything you said (despite it being unclear what the net cash flow effects are of the recent acquisitions) but the fact remains that a hedge fund manager CEO has dropped $1M on... login to read the rest 1 view available tags
5	member 11/06/19 3:46PM Re: Re: is this a zero now? 4
thanks for the colour. the 10-q seems to suggest a large part of the increase in costs were due to the acquired stores. it looks like most of the acquisitions done this year are still... login to read the rest view available tags
4	member 11/06/19 3:21PM Re: is this a zero now? 3
I was just going to post on this thread, odd timing. I cut my 1% position in half today. I'm not sure you can say "insider purchases meant nothing" yet given he was still buying hand... login to read the rest -1 view available tags
3	member 11/06/19 3:15PM is this a zero now?
chalk this one up for the 'insider buying means nothing' column. looks like the price increases were meant to offset skyrocketing minimum wage requirements, and they are still putting up LSD comp sales declines. The... login to read the rest view available tags
2	member 9/18/19 1:32PM Re: this one is puzzling 1
Ya.. I'm glad to see I'm not the only one that sees this one as this weird combination of something that looks bad but you still want to be long. I guess that's how money... login to read the rest view available tags
1	member 9/16/19 11:41AM this one is puzzling
I agree with most of what you wrote and thus have a very small position. I put it on after seeing CEO buy stock in the 4's hand over fist end of April despite knowing... login to read the rest view available tags

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