Titan cement titc

November 18, 2024 - 9:07am EST by

member

						2024	2025
Price:		32.75		EPS		3.81	3.92
Shares Out. (in M):		78		P/E		8.6	8.4
Market Cap (in $M):		2,564		P/FCF		0	0
Net Debt (in $M):		661		EBIT		0	0
TEV (in $M):		3,225		TEV/EBIT		0	0

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 8 messages. To gain access to more recent message posts signup free for membership.

14	member 1/22/24 8:52AM ALLY Deal
SYF announced on Friday it agreed to purchase a $2.2bn POS (point-of-sale, NOT the other one hopefully!) loan portfolio from Ally Financial. Press release here. Deal gives SYF relationships with 2,500 merchants and 450k borrowers... login to read the rest view available tags
12	member 12/14/23 8:37AM Re: Re: Re: Re: Re: Buyback 11
Thanks Shoe and LDMR for the rich discussion here. One thing that gives me a little pause is that management said on the call: "late fees are a very important incentive to pay". That makes me... login to read the rest 1 view available tags
8	member 12/13/23 11:21AM Re: Buyback 7
It looks like share repurchases have decelerated massively since the date of the write-up, which references $6.2B of repurchases in the two years prior (~$800M quarterly). In Q2, repurchases totaled $300M. Q3 repurchases totaled just $150M.... login to read the rest 1 view available tags
7	member 4/25/23 5:52PM Buyback
Positive. SYF just released an 8-K indicating board authorization of a $1bn incremental increase in its share repurchase program. Commences now through June 30, 2024. This is in addition to the $300m currently authorized due view available tags
6	member 4/15/23 6:06AM Re: Re: Re: Late fees 3
Hi Shoe thank you for the feedback. I don't have a transcript but looking at my notes from this past December's GS Financials conference, when asked about late fees CEO Doubles indicated that in 95%... login to read the rest 3 view available tags
2	member 4/11/23 6:46AM Re: Late fees 1
thanks GoodHouse. Agree that SYF is in a better position than BFH (able to repo stock, have some more supportive RSAs, less subprime and obviously no fraudulent conveyance issue), but I agree w Shoe that... login to read the rest 1 view available tags

load more messages