IDEA
AUTHOR
PUBLISHED DATE
09/09/2021
SUBJECT
AUTHOR
POSTED DATE
questions Pasona
01/23/2024
thanks for this writeup. a cpl of questions: - in your remainco valuation you have 11bn of EBIT but only a 55bn valuation in your SoTP (despite putting the note, 10x EBIT) - what is going ... Read more
ok so just to re-up the discussion on failing firm - isn't this clearly in play now? SAVE just burnt $100mm in the qtr, and the newly re-upped GTF issues - up to 40 planes ... Read more
why is 10x EV/EBITDA - an objectively high multiple - right for this business, after everything that has transpired in the last couple of years? at the very least the nature of the Australian market ... Read more