Post by
lscfa on Aug 11, 2015 11:03am
MSL Q3 Conference Call
- when switch from Novartis to European manufacturers is soon done currency impacts disappear (e.g. revenues in euros, costs in euros)
- guidance increased on Sintrom manufacturing savings to $8 million/yr from $5 million/yr
- currently in active discussions for 12 acquisition products with combined $150 million ebitda.
- size range of potential acquisitions is $2 million to $60 million in revenue
- price range of potential acquisitions is still 4x to 6x ebitda
- several of the potential acquisition targets are drugs for US territory (tax inversion scheme?)
Comment by
lscfa on Sep 13, 2015 7:15pm
this need to be repeated now that we have bashing aholes on board.
Comment by
curiousbuild on Sep 13, 2015 7:59pm
Moustache Campbell is on BNN tomorrow evening I guess, let's see what he got to say.. CB
Comment by
bringon10bagger on Sep 14, 2015 11:32am
I'm sure we'll hear commentary from Campbell about MSL and to add to his view he will consider the SP as "a terrific entry level". MSL is well positioned financially and any day we can expect to see news from MSL.
Comment by
Craigbad on Sep 14, 2015 11:45am
It wil be interesting to see if he's sour over the lack of communication on the last quarters results. Hopefully he's a patient man. They certainly made him look bad after making it a top pick last time.
Comment by
Craigbad on Sep 14, 2015 12:27pm
My guess would be if he is still positive on the stock you could see a 5-6% rally tomorrow. If he didn't like the earnings curveball it ciuld be the straw that broke the camels back sending it down to the next support level.