RE:RE:RE:75U.S.sunshine7 wrote: companies do not disclose sales data. This is confidential for competitive reasons not a cover up. Of course there is weak historical data. It was private equity not public company. I agree that it can be a concern relative to an established public company, but this concern will disappear with time.
123Health wrote: kawagamajoe: I noticed that in your two posts (and a little late to the party as MarketWatch posted this at the beginning of the day) that you edited out the paragraph in Scotia's report that is what is concerning some investors. Specifically, Scotia's reference to ... weak historical data .... inability to obtain data from sales agents.... black box of data. Quite the trick you did there when you only quoted certain parts of the report. Tsk Tsk.
Although 2014, anyone investing in CXR should take a read through AMCO's 2014 report found below. Gives good insight into the company. Select011, given the size and nature of the transaction, I am confident that MT had his team of consultants go through AMCO's books with a fine tooth comb including 2015 Q's and projected growth, margins, product pipeline etc., etc. https://www.cinven.com/lib/docs/100647-annualreview2014.pdf