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9/29/17 1:25PM
Anyone still following the name?
Looks like American Securities is selling now. Could be an opportunity as its below the price when this article was written. However, I am concernced that mgmt won't be able to delever the business fast
1q numbers were reasonably good, 24 mil EBITDA, slightly higher full year forecast of just above $100 mil EBITDA, and free cash of 25-30, also ahead of guidance, and about a 30% free cash yield.... login to read the rest
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