Concordia Healthcare Corp. T.CXR.R

RE:RE:Concordia will fetch a good price if sold

[sunshine7]

Then why would any company be bought out if it was that easy? MT built an expanding atm that would be very attractive to PE.

Craigbad wrote: Is not a plausible possibility that private equity could not just go out and purchase some legacy assets in a depressed market at 5 times ebitda? All mark really did was buy assets at the top of the market and throw it all together. Why would they pay top of the market price, incur the debt and pay a premium when they could literally hire an experienced team and do it themselves. Yes, the infrastruction is worth something, but is it worth double? They would likely just be looking at is as buying cashflow as cheap as possible. These things need to be considered to properly weigh this out. 

jamesb14 wrote: With debt of over $3 billion Concordia it's actually very attractive to private equity. Concordia has high interest rates on their debt. Large private equity can refinance and reduce the interest rates by 2-3% saving another $60-100 million in interest. This, along with Concordia's amazing margins, distribution in 100 countries and high cash flow makes it a valuable acquisition target. If we go that route I predict a bidding war and $65-80 usd sake price. That's why I bought more in the past two weeks. Q1 on Friday it's just a sideshow in this story.