Concordia Healthcare Corp. T.CXR.R

Went long on close

[ryehigh2014]

Went long on close 

RBC numbers in line with my own 

GLTA

[cg16]

Rye, can you post Miehm's numbers? Are they lower than Ridgeway's? Scotia (imo) has always been bang on and they have $203m rev, $115m adj ebitda, $0.91 adj EPS. If anyone expects better than that, they will likely be disappointed. It also means a "miss" from the street concensus, but I agree that its not the key info. Most people already think they will miss. What we want to

[ConfidentDD]

RBC lowered just before Q2. That's a clue for you.

[ryehigh2014]

You didn't read the report then. the numbers aren't for me to post Cg. But RBC was punitive and dougy has been spot on with previews A) they posted a snapshot of the actual contract with Covis where concordia isn't liable b) they stress tested the company based on price roll backs - only 9% of Amco revenues hit by rollbacks  c) the reason for price lower price target was that

[Lion036]

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