RE:RE:RE:RE:RE:RE:RE:Raymond James expects 30mil equity raise - dilution coming?lscfa wrote: HatrikSeLaine wrote: My thoughts exactly TropicalSun. $12 CAD is light years away from $7 CAD and at that point the dilution is quite small on $30 million (if it ever even happens). I just wanted all in this board to be quite clear in this one footnote from one analyst's personal thoughts as to what may or may not happen. Also, please don't let the bashers totally embellish these or purposely mislead you with these meaningless little addendums either. Notice how one states a $9 equity raise is inevitable and is silent on the currency, while the other then arbitrarily lowers the price 40% when called on their misleading bluff?
All the analysts have underestimated impact of CPI rate increase on ebitda. They have assumed historical margin of ~20%
I would agree with that statement, quite frankly it puzzles me as to why. These analyst's do have the resources, (money, staff ) to get the job done correctly. Probably lazy, or don't see it as that big a deal. However if you are correct in your dd, the CPI adjustment should go straight to the bottom line.