The Brick BRK.T

August 17, 2011 - 2:03pm EST by

member

						2011	2012
Price:		2.28		EPS		$0.00	$0.00
Shares Out. (in M):		129		P/E		0.0x	0.0x
Market Cap (in $M):		295		P/FCF		0.0x	0.0x
Net Debt (in $M):		132		EBIT		80	85
TEV (in $M):		427		TEV/EBIT		5.5x	5.0x

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#	AUTHOR DATE SUBJECT
11	member 11/12/12 2:38PM RE: LNF deal at $5.40 10
Leon's market share is a bit less ... maybe 6% or so. BMTC is #3 with a bit less than that. Note that BMTC is pretty much entirely focused on Quebec, while The Brick and... login to read the rest view available tags
9	member 9/10/12 4:43PM RE: so soon? 8
sorry, I used a stale share price in calculating those ratios. correct numbers are: 4.7X, 7.1X, 5.9X view available tags
8	member 9/10/12 4:32PM so soon?
first off, thanks for posting this idea last year. it's been a nice ride. curious as to your reasoning behind the exit recommendation. i realize canadians are brewing their own housing bubble in some areas,... login to read the rest view available tags
6	member 11/14/11 9:44AM RE: RE: RE: Q3 update 4
I am including the lease obligations of $126M in my EV calc (future commitments discounted back at the applicable interest rate, footnote 12.2 of the last quarterly provides more detail). On an EV of $486M,... login to read the rest view available tags
4	member 11/11/11 1:05PM RE: RE: Q3 update 3
I am glad you found the idea compelling. In the absence of posting a model, below is a breakdown of my CF estimate for 2011. $35M – Q4E EBITDA, assuming current cost structure/ margin on flat... login to read the rest view available tags
2	member 11/10/11 1:46PM Q3 update
For those that are following, The Brick just posted a solid quarter. Here are some quick observations: Sales: Continue to take share with SSS up 1.3% (2.1% including franchise stores) while EBITDA was up 17% and... login to read the rest view available tags
1	member 10/17/11 12:10PM Value Congress presentation
Apparently Guy Gottfried from Rational Investment Group pitched The Brick at the Value Congress earlier today. If anyone saw the presentation perhaps you could post your thoughts. I'll post anything I hear as well. Thanks. view available tags

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