WK KELLOGG CO -SPN KLG

December 21, 2023 - 2:07pm EST by

member

						2023	2024
Price:		12.70		EPS		0	1.07
Shares Out. (in M):		86		P/E		0	11.9
Market Cap (in $M):		1,092		P/FCF		0	-16.4
Net Debt (in $M):		550		EBIT		0	172
TEV (in $M):		1,642		TEV/EBIT		0	9.6

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16	member 3/28/14 5:26PM $11.75! 15
It seems like Friday afternoon news from a Canadian company is usually not good news. This time is the exception! Thanks! view available tags
14	member 3/07/14 4:41PM RE: end-game? 13
Do you think its fair to put a 10x multiple on this since the isotopes business could be much smaller post NRU shutdown in 2yrs? While it think its unlikely, I’m scared as hell that the view available tags
13	member 3/07/14 10:34AM end-game?
seems like the strategic review is proceeding along and will conclude by september. they are earning next to nothing on the $300M+ in cash. if they do not sell the remaining businesses, do you see... login to read the rest view available tags
12	member 7/01/13 3:21PM RE: RE: RE: TheraSphere Sale 11
Otto, Thanks for your inquiry. We were pleased with the pricing of the Therasphere sale. We believe that the manufacturing agreement will result in modest additional margin for NDZ. If we are interpret management commentary on the... login to read the rest view available tags
11	member 5/23/13 10:31AM RE: RE: TheraSphere Sale 10
it looks like there is a manufacturing agreement involved here. Will NDZ make a manufacturing margin on this for the next 3-5 years? i would think there will be some margin here since, if not,... login to read the rest view available tags
9	member 5/23/13 8:56AM TheraSphere Sale
I view this as a huge positive. Price was about at my ‘base case’. Would have liked more details about use of cash / status of strategic review, but understand they cant provide. Anyone else have view available tags
8	member 4/16/13 6:26PM tax leakage?
Any thoughts about the tax leakage here from selling the businesses piecemeal? presumably the tax basis in each of the 2 businesses are low. either way seems interesting, but wanted to get your thoughts. thanks view available tags
5	member 4/01/13 11:10AM RE: Therasphere 2
As far as the ‘strategic process’ is concerned, I’ve spoken with a few of the large holders here - they are strongly pushing for a breakup and have indicated mgmt. supports this. Separating these businesses... login to read the rest view available tags

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