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Concordia Healthcare Corp. T.CXR.R



TSX:CXR.R - Post by User

Comment by Roller007on May 07, 2016 10:48pm
274 Views
Post# 24851408

RE:RE:RE:RE:FRIDAY MAY 13TH WILL BE EPIC

RE:RE:RE:RE:FRIDAY MAY 13TH WILL BE EPICGuys I'm the biggest bull on Cxr with a bit over 50000 shares, but let's not be delusional thinking that the market is totally missing what Cxr value is. Besides the debt, the biggest problem here is the unknown which is the sum of so many moving parts at Cxr and how each part, ie drug, contributes to the bottom line.  Some are under pressure from new competition, one had a serious production delays that will correct in time and most lost market share but their price increased to compensating. With no real full quarters of earnings of Cxr after the two massive aquasitions under our belts there is a crazy amount of extrapolation and estimations as to what the numbers will be like and most importantly what the guidance is.  Good earning and guidance might get the SP back to the 40s but that might slowly erode if the pharma sentiment stays low, we need a buyout and the problem is that it's s a buyers market in the sector with so many bargains.  I truly don't believe that Cxr management is capable of running a generic pharma company and they know that, that's why they are pushing the buyout but unfortunately are not getting the fair price for cash flow  Cxr is capable of generating in the future.  My sources tell me that the offers are in the mid 40 usd which is rediculous. It's might be the value of Cxr now but after 4 quarters of earning the value should drastically increase, just look at Rona getting taken over by lowes a year later talks broke for almost double the initial offer.  Unfortunately in this case it might be best to opt out of the buyout talks and let earnings prive the real value which will require a different management as oppose to the banker that run Cxr.   At the current share price the market is telling us that the probability of the takeout  is zero. 
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