shoezone SHOE

March 28, 2022 - 4:16am EST by

member

						2022	2023
Price:		1.20		EPS		14.03	0
Shares Out. (in M):		50		P/E		8.6	0
Market Cap (in $M):		79		P/FCF		5.5	0
Net Debt (in $M):		-19		EBIT		15	0
TEV (in $M):		60		TEV/EBIT		4.1	0

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8	member 9/20/03 6:21PM any current thoughts on SOSA?
Are you still current on SOSA? any thoughts to share with the class? view available tags
7	member 7/02/02 9:43AM to will579
Thank you for your questions. The only reason cash flow has been poor is the problems mentioned in my write-up. If EPS come through as expected, debt will decline very sharply... login to read the rest view available tags
6	member 7/01/02 7:37PM hal
you're right. DSND trades in Oslo and I wouldn't be surprized if Hal buys the part they don't own at some point. From what I understand dsnd does not have much going on view available tags
5	member 7/01/02 6:48PM cash flow
1) why has cash flow from operation been so poor relative to cap-x and investment? adding back the major acquisitions I still get very poor cash performance - little free cash flow 2) related to question... login to read the rest view available tags
4	member 7/01/02 2:37PM reply to duff234
DSND combined their sub-sea operations with Halliburton in a jv called Subsea 7. I referred to the better known name (Halliburton) when listing the competitors. Incidently, Subsea 7 does not offer nearly as... login to read the rest view available tags
3	member 7/01/02 10:46AM another competitor
is DSND in Norway. DSND has been troubled as well, and will likely merge with Hal at some point. THere may be more recovery potential, and a catalyst, there. view available tags
2	member 7/01/02 8:25AM to wan161 from andrew 109
Thank you for your questions. It is difficult to compare Stolt with its competitiors because both Technip-Coflexip and Saipem have other engineering and oil related businesses as well. Technip curently sells at... login to read the rest view available tags
1	member 6/30/02 7:22PM Good qualitative analysis
Good qualitative analysis, however I would appreciate if you could provide more insight into valuation and other quantitative measures. What is trailing EBITDA? Debt to EBITDA? At what multiples do the 3 view available tags

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